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Dimensional International Sustainability Core 1 ETF

186 hedge funds and large institutions have $512M invested in Dimensional International Sustainability Core 1 ETF in 2025 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 83 increasing their positions, 52 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
186
Holders Change
+8
Holders Change %
+4.49%
% of All Funds
2.49%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.17%
New
21
Increased
83
Reduced
52
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AFG
126
Altiora Financial Group
Ohio
$359K
EFP
127
Envision Financial Planning
Tennessee
$342K +$61.9K +1,570 +22%
VWM
128
Vermillion Wealth Management
Minnesota
$330K +$30.3K +770 +10%
FRA
129
Frank Rimerman Advisors
California
$328K
TWD
130
True Wealth Design
Ohio
$323K +$171K +4,336 +113%
BOC
131
Blue Oak Capital
California
$311K +$311K +7,885 New
BCA
132
Bay Colony Advisors
Massachusetts
$303K
PWM
133
Penobscot Wealth Management
Maine
$297K +$43.4K +1,102 +17%
APC
134
Asset Planning Corporation
Tennessee
$292K -$1.12M -28,354 -79%
RWM
135
Ruedi Wealth Management
Illinois
$289K +$3.63K +92 +1%
Osaic Holdings
136
Osaic Holdings
Arizona
$289K -$11.1K -309 -4%
JAA
137
Joel Adams & Associates
North Carolina
$288K -$4.77K -121 -2%
AF
138
Allworth Financial
California
$280K +$1.66K +42 +0.6%
OCM
139
Orion Capital Management
California
$271K -$13.6K -344 -5%
PB
140
Prime Buchholz
New Hampshire
$269K +$269K +6,814 New
FWP
141
Family Wealth Partners
North Carolina
$264K -$11.2K -284 -4%
MWA
142
Mills Wealth Advisors
Texas
$263K -$1.06K -27 -0.4%
ACC
143
Acorn Creek Capital
Colorado
$262K +$2.56K +65 +1%
MGWA
144
Monument Group Wealth Advisors
Massachusetts
$261K
BPA
145
Beacon Pointe Advisors
California
$260K -$150K -3,803 -37%
CGL
146
Clarius Group LLC
Washington
$260K +$11.4K +290 +5%
PHWM
147
Pine Harbor Wealth Management
Maryland
$251K +$788 +20 +0.3%
RTL
148
Red Tortoise LLC
Georgia
$244K
XPN
149
XY Planning Network
Montana
$238K +$238K +6,045 New
GLLW
150
Graves Light Lenhart Wealth
Virginia
$236K