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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
WPA
226
Wealth Preservation Advisors
Tennessee
$141K
TWM
227
Timmons Wealth Management
Massachusetts
$130K
IA
228
IFP Advisors
Florida
$128K
AF
229
Allworth Financial
California
$127K
Royal Bank of Canada
230
Royal Bank of Canada
Ontario, Canada
$89K
RLIM
231
Red Lighthouse Investment Management
New York
$84.6K
Morgan Stanley
232
Morgan Stanley
New York
$83.2K
GRP
233
Global Retirement Partners
California
$81.1K
CPA
234
Cardiff Park Advisors
California
$70.5K
PS
235
Pinney & Scofield
Massachusetts
$69K
CMBA
236
C.M. Bidwell & Associates
Hawaii
$65.1K
RWM
237
Rialto Wealth Management
New York
$47K
LFG
238
Larson Financial Group
Missouri
$43.5K
Qube Research & Technologies (QRT)
239
Qube Research & Technologies (QRT)
United Kingdom
$39.8K
Northwestern Mutual Wealth Management
240
Northwestern Mutual Wealth Management
Wisconsin
$16.9K
UBS Group
241
UBS Group
Switzerland
$15.5K
ACM
242
Anfield Capital Management
California
$15.2K
EWA
243
Elevate Wealth Advisory
Georgia
$14.6K
SAM
244
Smartleaf Asset Management
Massachusetts
$13.1K
AC
245
AlphaCore Capital
California
$12.9K
DF
246
Dunhill Financial
United Kingdom
$9.34K
Rockefeller Capital Management
247
Rockefeller Capital Management
New York
$8.04K
MCM
248
MAI Capital Management
Ohio
$5.99K
SFC
249
SYM Financial Corp
Indiana
$5.21K
QC
250
Quent Capital
New York
$347