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Dimensional US Sustainability Core 1 ETF

250 hedge funds and large institutions have $1.41B invested in Dimensional US Sustainability Core 1 ETF in 2025 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 119 increasing their positions, 58 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
250
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
QHA
26
Quarry Hill Advisors
Minnesota
$9.82M
OIA
27
OneDigital Investment Advisors
Kansas
$9.37M
SIC
28
SJS Investment Consulting
Ohio
$9.15M
NL
29
NWAM LLC
Washington
$8.96M
BJL
30
Brighton Jones LLC
Washington
$8.73M
CPCM
31
Cardinal Point Capital Management
Ontario, Canada
$8.26M
MWM
32
Momentous Wealth Management
Washington
$8M
PCI
33
Planning Center Inc
Illinois
$7.93M
Corient Private Wealth
34
Corient Private Wealth
Florida
$7.33M
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