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DFSU

Dimensional US Sustainability Core 1 ETF
DFSU

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: 18 → 23 (+5)

10% more funds holding

Funds holding: 232 → 256 (+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
–

Top Buyers

1
Pathstone Holdings
Pathstone Holdings
New Jersey
+$17.3M
2
SW
Simplicity Wealth
New Jersey
+$9.57M
3
Corient Private Wealth
Corient Private Wealth
Florida
+$7.74M
4
AC
AWM Capital
Arizona
+$4.92M
5
CC
Citrine Capital
California
+$4.79M

Top Sellers

1
FPAS
Focus Partners Advisor Solutions
Missouri
-$2.6M
2
MPCL
My Personal CFO LLC
Washington
-$2.52M
3
LAMNM
Longview Asset Management (New Mexico)
New Mexico
-$1.34M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.17M
5
PCI
Planning Center Inc
Illinois
-$900K
Name Holding Trade Value Shares
Change 		Change in
Stake
RS
1
Retirement Solution
Washington
$236M +$1.07M +24,868 +0.5%
AC
2
AWM Capital
Arizona
$132M +$4.92M +114,715 +4%
QFA
3
Quantum Financial Advisors
California
$104M +$59.5K +1,386 +0.1%
MPW
4
MASECO Private Wealth
$84.8M +$2.98M +69,366 +4%
Focus Partners Wealth
5
Focus Partners Wealth
Massachusetts
$81.9M +$1.04M +24,245 +1%
CC
6
Citrine Capital
California
$56M +$4.79M +111,641 +9%
AWP
7
Abacus Wealth Partners
California
$54M +$9.19K +214 +0%
Pathstone Holdings
8
Pathstone Holdings
New Jersey
$44.6M +$17.3M +402,250 +64%
LAMNM
9
Longview Asset Management (New Mexico)
New Mexico
$30.8M -$1.34M -31,120 -4%
Wealth Enhancement Advisory Services
10
Wealth Enhancement Advisory Services
Minnesota
$21.4M +$544K +12,668 +3%
FFM
11
Forum Financial Management
Illinois
$19.1M +$366K +8,522 +2%
FOA
12
Five Oceans Advisors
California
$19.1M +$2.72M +63,300 +17%
PFA
13
Pure Financial Advisors
California
$17.6M +$3.41M +79,557 +24%
FPAS
14
Focus Partners Advisor Solutions
Missouri
$17.3M -$2.6M -60,552 -13%
GC
15
Gibson Capital
Pennsylvania
$16.3M – – –
HFS
16
Heritage Financial Services
Massachusetts
$15.8M +$1.12M +26,056 +8%
Corient Private Wealth
17
Corient Private Wealth
Florida
$14.7M +$7.74M +180,241 +115%
SW
18
Simplicity Wealth
New Jersey
$13.8M +$9.57M +223,045 +234%
AC
19
Apella Capital
Connecticut
$12.8M +$1.99M +46,259 +19%
Mercer Global Advisors
20
Mercer Global Advisors
Colorado
$12.6M +$2.13M +49,677 +21%
BPA
21
Beacon Pointe Advisors
California
$12.5M +$843K +19,634 +7%
TFP
22
Triune Financial Partners
Kansas
$12M -$14.7K -342 -0.1%
WA
23
Wealth Architects
California
$11.7M +$3.32M +77,324 +40%
NCM
24
New Capital Management
Texas
$11.6M -$316K -7,353 -3%
TWA
25
TCI Wealth Advisors
Arizona
$11.2M +$2.26M +52,548 +26%
1
2 3 4 5

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.