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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
Betterment LLC
26
Betterment LLC
New York
$11M
QHA
27
Quarry Hill Advisors
Minnesota
$9.82M
OIA
28
OneDigital Investment Advisors
Kansas
$9.37M
SIC
29
SJS Investment Consulting
Ohio
$9.15M
NL
30
NWAM LLC
Washington
$8.96M
BJL
31
Brighton Jones LLC
Washington
$8.73M
CPCM
32
Cardinal Point Capital Management
Ontario, Canada
$8.26M
MWM
33
Momentous Wealth Management
Washington
$8M
PCI
34
Planning Center Inc
Illinois
$7.93M
SFA
35
Sequoia Financial Advisors
Ohio
$6.57M
LPL Financial
36
LPL Financial
California
$6.37M
EWP
37
Elevation Wealth Partners
California
$6.24M
MMA
38
Miracle Mile Advisors
California
$6.2M
DFP
39
Donalies Financial Planning
District of Columbia
$5.87M
AIC
40
Allodium Investment Consultants
Minnesota
$5.73M
NCM
41
Northland Capital Management
Minnesota
$5.7M
RIM
42
Rockbridge Investment Management
New York
$5.56M
WMS
43
Wealth Management Strategies
Pennsylvania
$5.38M
RIP
44
RAM Investment Partners
Washington
$5.26M
ACM
45
Aspen Capital Management
Idaho
$5.16M
FG
46
Foster Group
Iowa
$5.08M
EFN
47
Equita Financial Network
Pennsylvania
$4.33M
MGW
48
MB Generational Wealth
Washington
$4.31M
Commonwealth Equity Services
49
Commonwealth Equity Services
Massachusetts
$4.2M
AA
50
Addison Advisors
Vermont
$4.14M