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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
QHA
26
Quarry Hill Advisors
Minnesota
$8.89M
TWA
27
TCI Wealth Advisors
Arizona
$8.67M
PCI
28
Planning Center Inc
Illinois
$8.65M
OIA
29
OneDigital Investment Advisors
Kansas
$8.3M
WA
30
Wealth Architects
California
$8.16M
CPCM
31
Cardinal Point Capital Management
Ontario, Canada
$7.94M
BJL
32
Brighton Jones LLC
Washington
$7.73M
MWM
33
Momentous Wealth Management
Washington
$7.19M
SFA
34
Sequoia Financial Advisors
Ohio
$6.88M
Corient Private Wealth
35
Corient Private Wealth
Florida
$6.68M
EWP
36
Elevation Wealth Partners
California
$6.21M
MMA
37
Miracle Mile Advisors
California
$5.97M
AIC
38
Allodium Investment Consultants
Minnesota
$5.78M
NCM
39
Northland Capital Management
Minnesota
$5.69M
RIM
40
Rockbridge Investment Management
New York
$5.4M
WMS
41
Wealth Management Strategies
Pennsylvania
$5.3M
RIP
42
RAM Investment Partners
Washington
$4.99M
LPL Financial
43
LPL Financial
California
$4.99M
ACM
44
Aspen Capital Management
Idaho
$4.96M
FG
45
Foster Group
Iowa
$4.74M
SW
46
Simplicity Wealth
New Jersey
$4.05M
TI
47
Truepoint Inc
Ohio
$3.91M
AA
48
Addison Advisors
Vermont
$3.87M
EFN
49
Equita Financial Network
Pennsylvania
$3.86M
Commonwealth Equity Services
50
Commonwealth Equity Services
Massachusetts
$3.69M