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Dimensional US Sustainability Core 1 ETF

214 hedge funds and large institutions have $1.09B invested in Dimensional US Sustainability Core 1 ETF in 2025 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 112 increasing their positions, 46 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
214
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
17
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
WWP
26
Waypoint Wealth Partners
California
$7.52M
OIA
27
OneDigital Investment Advisors
Kansas
$7.21M
CPCM
28
Cardinal Point Capital Management
Ontario, Canada
$7.21M
MWM
29
Momentous Wealth Management
Washington
$6.6M
Betterment LLC
30
Betterment LLC
New York
$6.37M
Corient Private Wealth
31
Corient Private Wealth
Florida
$5.93M
BOC
32
Blue Oak Capital
California
$5.86M
EWP
33
Elevation Wealth Partners
California
$5.73M
AIC
34
Allodium Investment Consultants
Minnesota
$5.28M
NCM
35
Northland Capital Management
Minnesota
$4.81M
RIP
36
RAM Investment Partners
Washington
$4.75M
FOA
37
Five Oceans Advisors
California
$4.56M
ACM
38
Aspen Capital Management
Idaho
$4.36M
SIS
39
Strategic Investment Solutions
Illinois
$3.78M
SSC
40
Syverson Strege & Co
Iowa
$3.63M
TI
41
Truepoint Inc
Ohio
$3.62M
LPL Financial
42
LPL Financial
California
$3.52M
AA
43
Addison Advisors
Vermont
$3.3M
Commonwealth Equity Services
44
Commonwealth Equity Services
Massachusetts
$3.24M
ADL
45
Asset Dedication LLC
California
$3.19M
TWA
46
TCI Wealth Advisors
Arizona
$3.14M
SFA
47
Sequoia Financial Advisors
Ohio
$3.12M
EFN
48
Equita Financial Network
Pennsylvania
$3.1M
PFG
49
Premier Financial Group
California
$3M
CPIG
50
Chicago Partners Investment Group
Illinois
$2.97M