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DFSU

Dimensional US Sustainability Core 1 ETF

232 hedge funds and large institutions have $1.3B invested in Dimensional US Sustainability Core 1 ETF in 2025 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 112 increasing their positions, 59 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,000% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 1

90% more repeat investments, than reductions

Existing positions increased: 112 | Existing positions reduced: 59

19% more capital invested

Capital invested by funds: $1.09B → $1.3B (+$205M)

6% more funds holding

Funds holding: 218232 (+14)

6% more funds holding in top 10

Funds holding in top 10: 1718 (+1)

2.8% more ownership

Funds ownership: 73.34%76.14% (+2.8%)

Holders
232
Holders Change
+14
Holders Change %
+6.42%
% of All Funds
3.05%
Holding in Top 10
18
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.88%
% of All Funds
0.24%
New
21
Increased
112
Reduced
59
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RS
1
Retirement Solution
Washington
$229M -$1.81M -44,352 -0.8%
AC
2
AWM Capital
Arizona
$124M +$27.4M +670,777 +30%
QFA
3
Quantum Financial Advisors
California
$102M +$28.4K +694 +0%
MPW
4
MASECO Private Wealth
$80M +$1.92M +46,906 +3%
Focus Partners Wealth
5
Focus Partners Wealth
Massachusetts
$79M +$1.5M +36,585 +2%
AWP
6
Abacus Wealth Partners
California
$52.8M +$350K +8,558 +0.7%
CC
7
Citrine Capital
California
$50M +$3.89M +95,145 +9%
LAMNM
8
Longview Asset Management (New Mexico)
New Mexico
$31.4M +$1.49M +36,365 +5%
Pathstone Holdings
9
Pathstone Holdings
New Jersey
$26.6M +$11.7M +286,295 +84%
Wealth Enhancement Advisory Services
10
Wealth Enhancement Advisory Services
Minnesota
$20M +$2.56M +62,559 +15%
FPAS
11
Focus Partners Advisor Solutions
Missouri
$19.6M +$3.55M +86,729 +23%
FFM
12
Forum Financial Management
Illinois
$18.3M +$619K +15,127 +4%
GC
13
Gibson Capital
Pennsylvania
$16M -$614K -15,000 -4%
FOA
14
Five Oceans Advisors
California
$15.9M +$10.6M +259,411 +224%
HFS
15
Heritage Financial Services
Massachusetts
$14.4M -$58.4K -1,428 -0.4%
WCWM
16
Willow Creek Wealth Management
California
$13.9M +$334K +8,152 +3%
PFA
17
Pure Financial Advisors
California
$13.8M +$2.4M +58,631 +22%
NCM
18
New Capital Management
Texas
$11.6M +$45.6K +1,114 +0.4%
TFP
19
Triune Financial Partners
Kansas
$11.6M -$251K -6,140 -2%
BPA
20
Beacon Pointe Advisors
California
$11.4M +$11M +268,479 New
AC
21
Apella Capital
Connecticut
$10.4M +$1.27M +30,960 +14%
Mercer Global Advisors
22
Mercer Global Advisors
Colorado
$10.2M +$7.27M +177,720 +285%
Betterment LLC
23
Betterment LLC
New York
$9.45M +$2.46M +60,242 +37%
NL
24
NWAM LLC
Washington
$9.13M +$456K +11,144 +5%
SIC
25
SJS Investment Consulting
Ohio
$8.94M +$250K +6,112 +3%

DFSU Hedge Fund Activity: Q3 2025 in Review

232 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Sustainability Core 1 ETF (DFSU) for Q3 2025, worth a combined $1.3B — up 19% from $1.09B a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new DFSU positions and 1 closed out — a net gain of 20 holders — while 112 added to existing stakes and 59 trimmed.

The largest buyer was AWM Capital, adding an estimated $27.4M. The largest seller was Retirement Solution, cutting an estimated $1.81M.

  • 232 institutional investors held Dimensional US Sustainability Core 1 ETF (DFSU) as of Q3 2025, up from 218 in Q2 2025.
  • Funds reported $1.3B of Dimensional US Sustainability Core 1 ETF stock for Q3 2025, up 19% quarter-over-quarter.
  • 21 funds opened new Dimensional US Sustainability Core 1 ETF positions in Q3 2025 and 1 closed out, a net change of +20 holders.
  • The largest Dimensional US Sustainability Core 1 ETF buyer in Q3 2025 was AWM Capital, an estimated $27.4M added.
  • The largest Dimensional US Sustainability Core 1 ETF seller in Q3 2025 was Retirement Solution, an estimated $1.81M sold.

Based on aggregated 13F filings for Q3 2025.