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Dimensional US Sustainability Core 1 ETF

252 hedge funds and large institutions have $1.42B invested in Dimensional US Sustainability Core 1 ETF in 2025 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 121 increasing their positions, 58 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
252
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
BAM
226
Bellevue Asset Management
Washington
$144K
WPA
227
Wealth Preservation Advisors
Tennessee
$141K
TWM
228
Timmons Wealth Management
Massachusetts
$130K
IA
229
IFP Advisors
Florida
$128K
AF
230
Allworth Financial
California
$127K
Royal Bank of Canada
231
Royal Bank of Canada
Ontario, Canada
$89K
RLIM
232
Red Lighthouse Investment Management
New York
$84.6K
Morgan Stanley
233
Morgan Stanley
New York
$83.2K
GRP
234
Global Retirement Partners
California
$81.1K
CPA
235
Cardiff Park Advisors
California
$70.5K
PS
236
Pinney & Scofield
Massachusetts
$69K
CMBA
237
C.M. Bidwell & Associates
Hawaii
$65.1K
RWM
238
Rialto Wealth Management
New York
$47K
LFG
239
Larson Financial Group
Missouri
$43.5K
NSG
240
Nalls Sherbakoff Group
Tennessee
$40.2K
Qube Research & Technologies (QRT)
241
Qube Research & Technologies (QRT)
United Kingdom
$39.8K
Northwestern Mutual Wealth Management
242
Northwestern Mutual Wealth Management
Wisconsin
$16.9K
UBS Group
243
UBS Group
Switzerland
$15.5K
ACM
244
Anfield Capital Management
California
$15.2K
EWA
245
Elevate Wealth Advisory
Georgia
$14.6K
SAM
246
Smartleaf Asset Management
Massachusetts
$13.1K
AC
247
AlphaCore Capital
California
$12.9K
DF
248
Dunhill Financial
United Kingdom
$9.34K
Rockefeller Capital Management
249
Rockefeller Capital Management
New York
$8.04K
MCM
250
MAI Capital Management
Ohio
$5.99K