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DFSU

Dimensional US Sustainability Core 1 ETF

256 hedge funds and large institutions have $1.42B invested in Dimensional US Sustainability Core 1 ETF in 2025 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 121 increasing their positions, 59 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 8

105% more repeat investments, than reductions

Existing positions increased: 121 | Existing positions reduced: 59

28% more funds holding in top 10

Funds holding in top 10: 1823 (+5)

10% more funds holding

Funds holding: 232256 (+24)

10% more capital invested

Capital invested by funds: $1.3B → $1.42B (+$128M)

0.48% more ownership

Funds ownership: 76.14%76.62% (+0.48%)

Holders
256
Holders Change
+24
Holders Change %
+10.34%
% of All Funds
3.11%
Holding in Top 10
23
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+27.78%
% of All Funds
0.28%
New
36
Increased
121
Reduced
59
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
201
Avior Wealth Management
Nebraska
$293K -$730 -17 -0.3%
AFA
202
Alpha Financial Advisors
North Carolina
$290K
VWM
203
Verus Wealth Management
Wisconsin
$287K
RSWA
204
Robinson Smith Wealth Advisors
Maine
$273K +$55.5K +1,294 +26%
SPI
205
Sutton Place Investors
New York
$271K -$4.25K -99 -2%
Creative Planning
206
Creative Planning
Kansas
$258K -$449K -10,455 -64%
ACC
207
Acorn Creek Capital
Colorado
$256K -$6.14K -143 -2%
GAM
208
Gemmer Asset Management
California
$256K +$558 +13 +0.2%
PWS
209
Physician Wealth Solutions
Nevada
$252K
PA
210
PW Advisors
Florida
$251K +$248K +5,779 New
TFM
211
Trademark Financial Management
Minnesota
$243K -$4.94K -115 -2%
KCA
212
Kilner Capital Advisors
Maryland
$242K +$239K +5,576 New
IWS
213
Integrity Wealth Solutions
Colorado
$239K -$12.4K -288 -5%
WTA
214
Washington Trust Advisors
Massachusetts
$239K +$515 +12 +0.2%
BP
215
BWM Planning
Texas
$238K +$343 +8 +0.1%
CW
216
Curio Wealth
Maryland
$237K +$23.1K +538 +11%
PWM
217
Penobscot Wealth Management
Maine
$230K -$7.21K -168 -3%
FWM
218
FMB Wealth Management
California
$225K +$222K +5,178 New
SWM
219
Sterling Wealth Management
Illinois
$224K -$1.2K -28 -0.5%
PAG
220
Private Advisory Group
Washington
$220K +$218K +5,073 New
SF
221
SageOak Financial
Oklahoma
$211K
RTL
222
Red Tortoise LLC
Georgia
$207K
KCWM
223
Kane Co Wealth Management
Iowa
$205K +$203K +4,725 New
JWA
224
JFS Wealth Advisors
Pennsylvania
$205K
ODA
225
One Degree Advisors
California
$202K -$5.37K -125 -3%

DFSU Hedge Fund Activity: Q4 2025 in Review

256 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Sustainability Core 1 ETF (DFSU) for Q4 2025, worth a combined $1.42B — up 9.9% from $1.3B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new DFSU positions and 8 closed out — a net gain of 28 holders — while 121 added to existing stakes and 59 trimmed.

The largest buyer was Pathstone Holdings, adding an estimated $17.3M. The largest seller was Focus Partners Advisor Solutions, cutting an estimated $2.6M.

  • 256 institutional investors held Dimensional US Sustainability Core 1 ETF (DFSU) as of Q4 2025, up from 232 in Q3 2025.
  • Funds reported $1.42B of Dimensional US Sustainability Core 1 ETF stock for Q4 2025, up 9.9% quarter-over-quarter.
  • 36 funds opened new Dimensional US Sustainability Core 1 ETF positions in Q4 2025 and 8 closed out, a net change of +28 holders.
  • The largest Dimensional US Sustainability Core 1 ETF buyer in Q4 2025 was Pathstone Holdings, an estimated $17.3M added.
  • The largest Dimensional US Sustainability Core 1 ETF seller in Q4 2025 was Focus Partners Advisor Solutions, an estimated $2.6M sold.

Based on aggregated 13F filings for Q4 2025.