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DFSU

Dimensional US Sustainability Core 1 ETF

218 hedge funds and large institutions have $1.09B invested in Dimensional US Sustainability Core 1 ETF in 2025 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 112 increasing their positions, 47 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

211% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 9

138% more repeat investments, than reductions

Existing positions increased: 112 | Existing positions reduced: 47

19% more capital invested

Capital invested by funds: $914M → $1.09B (+$178M)

13% more funds holding in top 10

Funds holding in top 10: 1517 (+2)

6% more funds holding

Funds holding: 205218 (+13)

2.34% more ownership

Funds ownership: 70.99%73.34% (+2.3%)

Holders
218
Holders Change
+13
Holders Change %
+6.34%
% of All Funds
2.87%
Holding in Top 10
17
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+13.33%
% of All Funds
0.22%
New
28
Increased
112
Reduced
47
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RS
1
Retirement Solution
Washington
$214M -$772K -21,171 -0.4%
QFA
2
Quantum Financial Advisors
California
$94.2M +$4.34M +118,949 +5%
AC
3
AWM Capital
Arizona
$88.7M -$29M -795,228 -26%
MPW
4
MASECO Private Wealth
$72.2M +$67M +1,837,409 New
Focus Partners Wealth
5
Focus Partners Wealth
Massachusetts
$71.6M +$22.2M +608,538 +50%
AWP
6
Abacus Wealth Partners
California
$48.5M +$9.56M +262,223 +27%
CC
7
Citrine Capital
California
$42.5M +$3.25M +89,160 +9%
LAMNM
8
Longview Asset Management (New Mexico)
New Mexico
$27.6M +$1.5M +41,200 +6%
FFM
9
Forum Financial Management
Illinois
$16.3M +$720K +19,746 +5%
Wealth Enhancement Advisory Services
10
Wealth Enhancement Advisory Services
Minnesota
$16.3M -$179K -4,905 -1%
GC
11
Gibson Capital
Pennsylvania
$15.3M -$73 -2 -0%
FPAS
12
Focus Partners Advisor Solutions
Missouri
$14.6M -$652K -17,881 -5%
HFS
13
Heritage Financial Services
Massachusetts
$13.3M +$865K +23,716 +8%
Pathstone Holdings
14
Pathstone Holdings
New Jersey
$13.3M -$422K -11,575 -3%
WCWM
15
Willow Creek Wealth Management
California
$12.5M -$890K -24,406 -7%
TFP
16
Triune Financial Partners
Kansas
$11M +$10.2M +279,197 New
NCM
17
New Capital Management
Texas
$10.7M -$1.51M -41,393 -13%
PFA
18
Pure Financial Advisors
California
$10.4M +$4.21M +115,458 +77%
AC
19
Apella Capital
Connecticut
$8.62M +$685K +18,778 +9%
PCI
20
Planning Center Inc
Illinois
$8.14M +$429K +11,758 +6%
SIC
21
SJS Investment Consulting
Ohio
$8.02M +$498K +13,657 +7%
NL
22
NWAM LLC
Washington
$8M -$323K -8,866 -4%
WA
23
Wealth Architects
California
$7.88M +$2.16M +59,229 +42%
BJL
24
Brighton Jones LLC
Washington
$7.66M +$2.06M +56,551 +41%
QHA
25
Quarry Hill Advisors
Minnesota
$7.62M +$739K +20,257 +12%

DFSU Hedge Fund Activity: Q2 2025 in Review

218 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Sustainability Core 1 ETF (DFSU) for Q2 2025, worth a combined $1.09B — up 19% from $914M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new DFSU positions and 9 closed out — a net gain of 19 holders — while 112 added to existing stakes and 47 trimmed.

The largest buyer was Focus Partners Wealth, adding an estimated $22.2M. The largest seller was AWM Capital, cutting an estimated $29M.

  • 218 institutional investors held Dimensional US Sustainability Core 1 ETF (DFSU) as of Q2 2025, up from 205 in Q1 2025.
  • Funds reported $1.09B of Dimensional US Sustainability Core 1 ETF stock for Q2 2025, up 19% quarter-over-quarter.
  • 28 funds opened new Dimensional US Sustainability Core 1 ETF positions in Q2 2025 and 9 closed out, a net change of +19 holders.
  • The largest Dimensional US Sustainability Core 1 ETF buyer in Q2 2025 was Focus Partners Wealth, an estimated $22.2M added.
  • The largest Dimensional US Sustainability Core 1 ETF seller in Q2 2025 was AWM Capital, an estimated $29M sold.

Based on aggregated 13F filings for Q2 2025.