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Dimensional US Sustainability Core 1 ETF

224 hedge funds and large institutions have $1.29B invested in Dimensional US Sustainability Core 1 ETF in 2025 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 109 increasing their positions, 56 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
224
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
18
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RS
1
Retirement Solution
Washington
$229M
AC
2
AWM Capital
Arizona
$124M
QFA
3
Quantum Financial Advisors
California
$102M
MPW
4
MASECO Private Wealth
$80M
Focus Partners Wealth
5
Focus Partners Wealth
Massachusetts
$79M
AWP
6
Abacus Wealth Partners
California
$52.8M
CC
7
Citrine Capital
California
$50M
LAMNM
8
Longview Asset Management (New Mexico)
New Mexico
$31.4M
Pathstone Holdings
9
Pathstone Holdings
New Jersey
$26.6M
Wealth Enhancement Advisory Services
10
Wealth Enhancement Advisory Services
Minnesota
$20M
FPAS
11
Focus Partners Advisor Solutions
Missouri
$19.6M
FFM
12
Forum Financial Management
Illinois
$18.3M
GC
13
Gibson Capital
Pennsylvania
$16M
FOA
14
Five Oceans Advisors
California
$15.9M
HFS
15
Heritage Financial Services
Massachusetts
$14.4M
WCWM
16
Willow Creek Wealth Management
California
$13.9M
PFA
17
Pure Financial Advisors
California
$13.8M
NCM
18
New Capital Management
Texas
$11.6M
TFP
19
Triune Financial Partners
Kansas
$11.6M
BPA
20
Beacon Pointe Advisors
California
$11.4M
AC
21
Apella Capital
Connecticut
$10.4M
Mercer Global Advisors
22
Mercer Global Advisors
Colorado
$10.2M
Betterment LLC
23
Betterment LLC
New York
$9.45M
NL
24
NWAM LLC
Washington
$9.13M
SIC
25
SJS Investment Consulting
Ohio
$8.94M