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DFSU

Dimensional US Sustainability Core 1 ETF

205 hedge funds and large institutions have $914M invested in Dimensional US Sustainability Core 1 ETF in 2025 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 100 increasing their positions, 49 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 8

104% more repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 49

5% more funds holding

Funds holding: 195205 (+10)

0.57% less ownership

Funds ownership: 71.57%70.99% (-0.57%)

3% less capital invested

Capital invested by funds: $944M → $914M (-$30.4M)

21% less funds holding in top 10

Funds holding in top 10: 1915 (-4)

Holders
205
Holders Change
+10
Holders Change %
+5.13%
% of All Funds
2.75%
Holding in Top 10
15
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-21.05%
% of All Funds
0.2%
New
22
Increased
100
Reduced
49
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RS
1
Retirement Solution
Washington
$196M -$7.64M -201,120 -4%
AC
2
AWM Capital
Arizona
$109M +$4.43M +116,782 +4%
QFA
3
Quantum Financial Advisors
California
$81.7M +$365K +9,614 +0.4%
Focus Partners Wealth
4
Focus Partners Wealth
Massachusetts
$43.5M +$37.4M +983,943 +425%
CC
5
Citrine Capital
California
$35.6M +$4.99M +131,475 +15%
AWP
6
Abacus Wealth Partners
California
$34.8M +$49.9K +1,314 +0.1%
LAMNM
7
Longview Asset Management (New Mexico)
New Mexico
$23.7M +$1.35M +35,451 +6%
AP
8
Adero Partners
California
$20.2M -$479K -12,603 -2%
Wealth Enhancement Advisory Services
9
Wealth Enhancement Advisory Services
Minnesota
$14.8M -$147K -3,864 -0.9%
FFM
10
Forum Financial Management
Illinois
$14.2M -$90.8K -2,390 -0.6%
GC
11
Gibson Capital
Pennsylvania
$14M -$401K -10,556 -3%
FPAS
12
Focus Partners Advisor Solutions
Missouri
$14M +$1.41M +37,160 +11%
Pathstone Holdings
13
Pathstone Holdings
New Jersey
$12.8M +$11.4K +299 +0.1%
WCWM
14
Willow Creek Wealth Management
California
$12.3M +$3.34M +88,019 +34%
HFS
15
Heritage Financial Services
Massachusetts
$11.3M +$414K +10,905 +4%
NCM
16
New Capital Management
Texas
$11.2M -$973K -25,624 -8%
WC
17
Wolfstich Capital
Massachusetts
$9.94M
NL
18
NWAM LLC
Washington
$7.62M +$99.2K +2,612 +1%
BOC
19
Blue Oak Capital
California
$7.6M -$1.18M -31,110 -13%
OIA
20
OneDigital Investment Advisors
Kansas
$7.14M +$555K +14,622 +8%
PCI
21
Planning Center Inc
Illinois
$7.01M +$341K +8,968 +5%
AC
22
Apella Capital
Connecticut
$6.9M +$1.97M +51,966 +35%
Corient Private Wealth
23
Corient Private Wealth
Florida
$6.88M -$17.6K -463 -0.2%
SIC
24
SJS Investment Consulting
Ohio
$6.83M +$546K +14,379 +8%
CPCM
25
Cardinal Point Capital Management
Ontario, Canada
$6.59M +$258K +6,800 +4%

DFSU Hedge Fund Activity: Q1 2025 in Review

205 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Sustainability Core 1 ETF (DFSU) for Q1 2025, worth a combined $914M — down 3.2% from $944M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new DFSU positions and 8 closed out — a net gain of 14 holders — while 100 added to existing stakes and 49 trimmed.

The largest buyer was Focus Partners Wealth, adding an estimated $37.4M. The largest seller was Elser Financial Planning, exiting entirely with an estimated $8.38M sold.

  • 205 institutional investors held Dimensional US Sustainability Core 1 ETF (DFSU) as of Q1 2025, up from 195 in Q4 2024.
  • Funds reported $914M of Dimensional US Sustainability Core 1 ETF stock for Q1 2025, down 3.2% quarter-over-quarter.
  • 22 funds opened new Dimensional US Sustainability Core 1 ETF positions in Q1 2025 and 8 closed out, a net change of +14 holders.
  • The largest Dimensional US Sustainability Core 1 ETF buyer in Q1 2025 was Focus Partners Wealth, an estimated $37.4M added.
  • The largest Dimensional US Sustainability Core 1 ETF seller in Q1 2025 was Elser Financial Planning, an estimated $8.38M sold.

Based on aggregated 13F filings for Q1 2025.