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Dimensional US Sustainability Core 1 ETF
DFSU

Overview Fund Activity

201 hedge funds and large institutions have $910M invested in Dimensional US Sustainability Core 1 ETF in 2025 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 98 increasing their positions, 49 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
201
Holders Change
+9
Holders Change %
+4.69%
% of All Funds
2.73%
Holding in Top 10
15
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-21.05%
% of All Funds
0.2%
New
21
Increased
98
Reduced
49
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$43.5M
2
Raymond James Financial
Raymond James Financial
Florida
$4.74M
3
CC
Citrine Capital
California
$35.6M
4
AC
AWM Capital
Arizona
$109M
5
WCWM
Willow Creek Wealth Management
California
$12.3M

Top Sellers

1
CW
Curio Wealth
Maryland
$187K
2
RS
Retirement Solution
Washington
$194M
3
EFP
Elser Financial Planning
Indiana
$0
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$0
5
BOC
Blue Oak Capital
California
$7.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
RS
1
Retirement Solution
Washington
$194M -$8.61M -240,385 -4%
AC
2
AWM Capital
Arizona
$109M +$4.18M +116,782 +4%
QFA
3
Quantum Financial Advisors
California
$81.7M +$344K +9,614 +0.4%
Focus Partners Wealth
4
Focus Partners Wealth
Massachusetts
$43.5M +$35.2M +983,943 +425%
CC
5
Citrine Capital
California
$35.6M +$4.71M +131,475 +15%
AWP
6
Abacus Wealth Partners
California
$34.8M +$47.1K +1,314 +0.1%
LAMNM
7
Longview Asset Management (New Mexico)
New Mexico
$23.7M +$1.27M +35,451 +6%
AP
8
Adero Partners
California
$20.2M -$451K -12,603 -2%
Wealth Enhancement Advisory Services
9
Wealth Enhancement Advisory Services
Minnesota
$14.8M -$138K -3,864 -0.9%
FFM
10
Forum Financial Management
Illinois
$14.2M -$85.6K -2,390 -0.6%
GC
11
Gibson Capital
Pennsylvania
$14M -$378K -10,556 -3%
FPAS
12
Focus Partners Advisor Solutions
Missouri
$14M +$1.33M +37,160 +11%
Pathstone Holdings
13
Pathstone Holdings
New Jersey
$12.8M +$10.9K +299 +0.1%
WCWM
14
Willow Creek Wealth Management
California
$12.3M +$3.15M +88,019 +34%
HFS
15
Heritage Financial Services
Massachusetts
$11.3M +$391K +10,905 +4%
NCM
16
New Capital Management
Texas
$11.2M -$918K -25,624 -8%
WC
17
Wolfstich Capital
Massachusetts
$9.94M – – –
NL
18
NWAM LLC
Washington
$7.62M +$93.5K +2,612 +1%
BOC
19
Blue Oak Capital
California
$7.6M -$1.11M -31,110 -13%
OIA
20
OneDigital Investment Advisors
Kansas
$7.14M +$524K +14,622 +8%
PCI
21
Planning Center Inc
Illinois
$7.01M +$321K +8,968 +5%
AC
22
Apella Capital
Connecticut
$6.9M +$1.8M +51,966 +35%
Corient Private Wealth
23
Corient Private Wealth
Florida
$6.88M -$16.6K -463 -0.2%
SIC
24
SJS Investment Consulting
Ohio
$6.83M +$515K +14,379 +8%
CPCM
25
Cardinal Point Capital Management
Ontario, Canada
$6.59M +$244K +6,800 +4%
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