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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
MGW
51
MB Generational Wealth
Washington
$3.65M
ADL
52
Asset Dedication LLC
California
$3.64M
CPIG
53
Chicago Partners Investment Group
Illinois
$3.18M
LFA
54
Level Financial Advisors
New York
$2.87M
PFG
55
Premier Financial Group
California
$2.85M
B
56
BetterWealth
California
$2.65M
LAMC
57
Longview Asset Management (California)
California
$2.62M
FWMP
58
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$2.52M
MPCL
59
My Personal CFO LLC
Washington
$2.52M
WC
60
Wolfstich Capital
Massachusetts
$2.43M
NA
61
NewEdge Advisors
Louisiana
$2.25M
UWM
62
United Wealth Management
Virginia
$2.21M
DPW
63
DiNuzzo Private Wealth
Pennsylvania
$2.19M
MML Investors Services
64
MML Investors Services
Massachusetts
$2.18M
TWA
65
Trellis Wealth Advisors
California
$2.17M
CCC
66
Compass Capital Corp
Massachusetts
$2.09M
VCP
67
Vista Capital Partners
Oregon
$2.02M
FFM
68
Flagstone Financial Management
Nebraska
$2.02M
SC
69
Savant Capital
Illinois
$2.01M
BWA
70
Babb Wealth Advisors
Arizona
$1.97M
DADC
71
D.A. Davidson & Co
Montana
$1.96M
FCG
72
Financial Connections Group
California
$1.88M
PAG
73
Private Advisor Group
New Jersey
$1.83M
PWM
74
Perigon Wealth Management
California
$1.8M
MFA
75
Morling Financial Advisors
California
$1.75M