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Dimensional US Sustainability Core 1 ETF

250 hedge funds and large institutions have $1.41B invested in Dimensional US Sustainability Core 1 ETF in 2025 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 119 increasing their positions, 58 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
250
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
22
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
$236M
AC
2
AWM Capital
Arizona
$132M
QFA
3
Quantum Financial Advisors
California
$104M
MPW
4
MASECO Private Wealth
$84.8M
Focus Partners Wealth
5
Focus Partners Wealth
Massachusetts
$81.9M
CC
6
Citrine Capital
California
$56M
AWP
7
Abacus Wealth Partners
California
$54M
Pathstone Holdings
8
Pathstone Holdings
New Jersey
$44.6M
LAMNM
9
Longview Asset Management (New Mexico)
New Mexico
$30.8M
Wealth Enhancement Advisory Services
10
Wealth Enhancement Advisory Services
Minnesota
$21.4M
FFM
11
Forum Financial Management
Illinois
$19.1M
FOA
12
Five Oceans Advisors
California
$19.1M
PFA
13
Pure Financial Advisors
California
$17.6M
FPAS
14
Focus Partners Advisor Solutions
Missouri
$17.3M
GC
15
Gibson Capital
Pennsylvania
$16.3M
HFS
16
Heritage Financial Services
Massachusetts
$15.8M
SW
17
Simplicity Wealth
New Jersey
$13.8M
AC
18
Apella Capital
Connecticut
$12.8M
Mercer Global Advisors
19
Mercer Global Advisors
Colorado
$12.6M
BPA
20
Beacon Pointe Advisors
California
$12.5M
TFP
21
Triune Financial Partners
Kansas
$12M
WA
22
Wealth Architects
California
$11.7M
NCM
23
New Capital Management
Texas
$11.6M
TWA
24
TCI Wealth Advisors
Arizona
$11.2M
Betterment LLC
25
Betterment LLC
New York
$11M