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Dimensional US Sustainability Core 1 ETF

255 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 36 funds opening new positions, 121 increasing their positions, 58 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
255
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
23
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
CA
226
Clearstead Advisors
Ohio
$182K
LI
227
LRI Investments
Florida
$153K
BAM
228
Bellevue Asset Management
Washington
$144K
WPA
229
Wealth Preservation Advisors
Tennessee
$141K
TWM
230
Timmons Wealth Management
Massachusetts
$130K
IA
231
IFP Advisors
Florida
$128K
AF
232
Allworth Financial
California
$127K
Royal Bank of Canada
233
Royal Bank of Canada
Ontario, Canada
$89K
RLIM
234
Red Lighthouse Investment Management
New York
$84.6K
Morgan Stanley
235
Morgan Stanley
New York
$83.2K
GRP
236
Global Retirement Partners
California
$81.1K
MWA
237
Medallion Wealth Advisors
Connecticut
$76.5K
CPA
238
Cardiff Park Advisors
California
$70.5K
PS
239
Pinney & Scofield
Massachusetts
$69K
CMBA
240
C.M. Bidwell & Associates
Hawaii
$65.1K
RWM
241
Rialto Wealth Management
New York
$47K
LFG
242
Larson Financial Group
Missouri
$43.5K
NSG
243
Nalls Sherbakoff Group
Tennessee
$40.2K
Qube Research & Technologies (QRT)
244
Qube Research & Technologies (QRT)
United Kingdom
$39.8K
Northwestern Mutual Wealth Management
245
Northwestern Mutual Wealth Management
Wisconsin
$16.9K
UBS Group
246
UBS Group
Switzerland
$15.5K
ACM
247
Anfield Capital Management
California
$15.2K
EWA
248
Elevate Wealth Advisory
Georgia
$14.6K
SAM
249
Smartleaf Asset Management
Massachusetts
$13.1K
AC
250
AlphaCore Capital
California
$12.9K