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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 %
Focus Partners Wealth
1
Focus Partners Wealth
Massachusetts
$45.4M +$20.9M +531,229 +86%
QFA
2
Quantum Financial Advisors
California
$34.5M -$2.08M -52,807 -6%
MPW
3
MASECO Private Wealth
$33.2M +$33.2M +843,506 New
AC
4
AWM Capital
Arizona
$30.9M -$12M -304,237 -28%
FF
5
Francis Financial
$27.4M +$805K +20,418 +3%
AWP
6
Abacus Wealth Partners
California
$22.1M +$1.21M +30,735 +6%
LAMNM
7
Longview Asset Management (New Mexico)
New Mexico
$16.9M +$161K +4,087 +1%
RS
8
Retirement Solution
Washington
$14.7M -$159K -4,031 -1%
Pathstone Holdings
9
Pathstone Holdings
New Jersey
$14.6M +$3.83M +97,252 +35%
CC
10
Citrine Capital
California
$12.7M +$311K +7,890 +3%
FFM
11
Forum Financial Management
Illinois
$11.4M -$359K -9,110 -3%
WCWM
12
Willow Creek Wealth Management
California
$10M +$551K +13,989 +6%
FOA
13
Five Oceans Advisors
California
$8.92M +$2.86M +72,686 +47%
PCI
14
Planning Center Inc
Illinois
$8.25M +$47.8K +1,212 +0.6%
BRIA
15
Balanced Rock Investment Advisors
Massachusetts
$8.12M +$196K +4,971 +2%
NCM
16
New Capital Management
Texas
$7.32M +$288K +7,318 +4%
HIF
17
Hill Island Financial
Michigan
$7.31M +$7.31M +185,505 New
Jane Street
18
Jane Street
New York
$7.09M +$1.08M +27,362 +18%
HFS
19
Heritage Financial Services
Massachusetts
$6.83M +$47.1K +1,194 +0.7%
AC
20
Apella Capital
Connecticut
$6.04M +$361K +9,227 +6%
Wealth Enhancement Advisory Services
21
Wealth Enhancement Advisory Services
Minnesota
$5.68M -$42.4K -1,074 -0.7%
AIC
22
Allodium Investment Consultants
Minnesota
$5.47M +$9.03K +229 +0.2%
Thrivent Financial for Lutherans
23
Thrivent Financial for Lutherans
Minnesota
$5.3M +$5.3M +134,529 New
OIA
24
OneDigital Investment Advisors
Kansas
$4.54M -$234K -5,938 -5%
RIP
25
RAM Investment Partners
Washington
$4.52M +$509K +12,920 +13%