Dimensional US Sustainability Core 1
DFSU • ARCA
Dimensional US Sustainability Core 1 is an exchange-traded fund on ARCA. As of Q3 2025, 224 institutional investors hold shares in this ETF, with total holdings valued at $1.2B. Retirement Solution Inc. is the largest holder with a position valued at $229.3M.
Overview
Overview of institutional ownership in DFSU as of Q3 2025
All Institutions
- Institutions
- 224
- Value Held
- $1.2B
- Shares Held
- 28.4M
- Avg Position
- $5.4M
- Median Position
- $795.7K
Hedge Funds
- Hedge Funds
- 4
- Value Held
- $8.5M
- Shares Held
- 201.8K
- Avg Position
- $2.1M
- Median Position
- $273.7K
Biggest Investors
Institutions with the largest positions in DFSU as of Q3 2025
| Institution | Position Value |
|---|---|
R Retirement Solution Inc. Institution | $229.3M 54.69% of portfolio |
 AWM CAPITAL, LLC RIA/Wealth | $124.4M 11.31% of portfolio |
 Quantum Financial Advisors, LLC RIA/Wealth | $101.9M 12.44% of portfolio |
C Colony Group, LLC Institution | $79.0M 0.13% of portfolio |
 Abacus Wealth Partners, LLC RIA/Wealth | $52.8M 7.60% of portfolio |
 Citrine Capital LLC RIA/Wealth | $50.0M 23.22% of portfolio |
 LongView Asset Management LLC RIA/Wealth | $31.4M 21.67% of portfolio |
 Pathstone Holdings, LLC Family Office | $26.6M 0.10% of portfolio |
$20.0M 0.03% of portfolio | |
 Buckingham Strategic Partners RIA/Wealth | $19.6M 0.22% of portfolio |
Net Capital Flow
Institutional buying and selling activity for DFSU in Q3 2025
- Traded
- +$118.0M
- Buyers
- 129
- Sellers
- 57
- Total Bought
- +$138.1M
- Total Sold
- −$20.1M
- Avg Position
- $5.4M
Biggest Buyers
| Institution | Net Bought |
|---|---|
AWM CAPITAL, LLC RIA/Wealth | +$28.5M +670.8K shares |
Pathstone Holdings, LLC Family Office | +$12.2M +286.3K shares |
 Beacon Pointe Advisors, LLC RIA/Wealth | +$11.4M +268.5K shares |
F Five Oceans Advisors RIA/Wealth | +$11.0M +259.4K shares |
 MERCER GLOBAL ADVISORS INC /ADV RIA/Wealth | +$7.5M +177.7K shares |
 Miracle Mile Advisors, LLC RIA/Wealth | +$6.0M +140.7K shares |
 TCI Wealth Advisors, Inc. RIA/Wealth | +$5.3M +124.2K shares |
 Foster Group, Inc. RIA/Wealth | +$4.2M +97.8K shares |
 Simplicity Wealth,LLC RIA/Wealth | +$4.1M +95.4K shares |
Citrine Capital LLC RIA/Wealth | +$4.0M +95.1K shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
 Elser Financial Planning, Inc RIA/Wealth | −$8.2M −206.6K shares |
R Retirement Solution Inc. Institution | −$1.9M −44.4K shares |
−$1.3M −30.5K shares | |
 Strategic Investment Solutions, Inc. /IL RIA/Wealth | −$1.1M −26.3K shares |
 ENVESTNET ASSET MANAGEMENT INC Long Only Manager | −$950.6K −22.4K shares |
 Gibson Capital, LLC RIA/Wealth | −$637.1K −15.0K shares |
 BRIGHTON JONES LLC RIA/Wealth | −$552.7K −13.0K shares |
 SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | −$514.3K −12.1K shares |
 Fundamentun, LLC RIA/Wealth | −$440.1K −10.4K shares |
 Sontag Advisory, LLC RIA/Wealth | −$438.1K −10.3K shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited DFSU in Q3 2025
- New Positions
- 15
- New Value
- $23.7M
- Exited Positions
- 1
- Exited Value
- $8.2M
New Positions
| Institution | Position Value |
|---|---|
Beacon Pointe Advisors, LLC RIA/Wealth | $11.4M 268.5K shares |
Miracle Mile Advisors, LLC RIA/Wealth | $6.0M 140.7K shares |
M My Personal CFO, LLC RIA/Wealth | $2.5M 59.4K shares |
V Vise Technologies, Inc. Institution | $881.8K 20.8K shares |
M Montis Financial, LLC RIA/Wealth | $670.5K 15.8K shares |
 DEFINE FINANCIAL, LLC RIA/Wealth | $584.7K 13.8K shares |
 Vickerman Investment Advisors, Inc. RIA/Wealth | $372.4K 8.8K shares |
 Wealthstream Advisors, Inc. RIA/Wealth | $272.0K 6.4K shares |
 PFG Private Wealth Management, LLC RIA/Wealth | $246.2K 5.8K shares |
 Washington Trust Advisors, Inc. RIA/Wealth | $232.8K 5.5K shares |
Exited Positions
| Institution | Previous Position |
|---|---|
Elser Financial Planning, Inc RIA/Wealth | $8.2M 206.6K shares |
Options Activity
Institutions with the largest Call and Put options positions in DFSU as of Q3 2025
- Call Positions
- 0
- Call Value
- -
- Put Positions
- 0
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
| No call positions found | |
Put Positions
| Institution | Position Value |
|---|---|
| No put positions found | |
Most Committed Institutions
Institutions with DFSU as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
R Retirement Solution Inc. Institution | 54.69% $229.3M |
Citrine Capital LLC RIA/Wealth | 23.22% $50.0M |
LongView Asset Management LLC RIA/Wealth | 21.67% $31.4M |
Quantum Financial Advisors, LLC RIA/Wealth | 12.44% $101.9M |
AWM CAPITAL, LLC RIA/Wealth | 11.31% $124.4M |
Abacus Wealth Partners, LLC RIA/Wealth | 7.60% $52.8M |
F Five Oceans Advisors RIA/Wealth | 5.87% $15.9M |
 Wolfstich Capital, LLC RIA/Wealth | 4.96% $2.4M |
Q QUARRY HILL ADVISORS, LLC RIA/Wealth | 4.61% $8.9M |
M Momentous Wealth Management, Inc. RIA/Wealth | 4.56% $7.2M |
Hedge Fund Spotlight
Discover hedge funds investing in DFSU
C
Cardinal Point Capital Management, ULC
Hedge Fund • Value
Portfolio ManagerMichelle Lynn Yarwood
- Portfolio Value
- $1.4B
- Positions
- 267
- Last Reported
- Q3 2025
Sector Allocation
Position in Dimensional US Sustainability Core 1
- Market Value
- $7.9M
- Shares Held
- 188.9K
- Portfolio Weight
- 0.55%
- Owned Since
- 2024-Q1
| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
ETF ETF | $186.2M | 12.94% | |
ETF ETF | $71.8M | 4.99% | |
Consumer Electronics Technology | $70.6M | 4.91% |
