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Dimensional US Sustainability Core 1 ETF

213 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, 45 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
213
Holders Change
+12
Holders Change %
+5.97%
% of All Funds
2.86%
Holding in Top 10
17
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+13.33%
% of All Funds
0.23%
New
27
Increased
112
Reduced
45
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
MWG
51
Martin Worley Group
Utah
$2.93M -$132K -3,371 -4%
RIM
52
Rockbridge Investment Management
New York
$2.66M -$351K -8,943 -12%
Mercer Global Advisors
53
Mercer Global Advisors
Colorado
$2.45M +$1.12M +28,473 +84%
LFA
54
Level Financial Advisors
New York
$2.42M +$147K +3,739 +6%
NA
55
NewEdge Advisors
Louisiana
$2.41M -$134K -3,409 -5%
B
56
BetterWealth
California
$2.35M +$11.7K +298 +0.5%
FWMP
57
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$2.33M +$706 +18 +0%
WC
58
Wolfstich Capital
Massachusetts
$2.25M -$8.65M -220,448 -79%
TWA
59
Trellis Wealth Advisors
California
$2.2M -$7.61K -194 -0.3%
MML Investors Services
60
MML Investors Services
Massachusetts
$2.13M +$2.13M +54,328 New
DPW
61
DiNuzzo Private Wealth
Pennsylvania
$2.06M +$52.9K +1,347 +3%
JC
62
Jentner Corp
Ohio
$2.05M +$112K +2,853 +6%
UWM
63
United Wealth Management
Virginia
$2.04M +$35.1K +893 +2%
DADC
64
D.A. Davidson & Co
Montana
$2.02M +$229K +5,829 +13%
CCC
65
Compass Capital Corp
Massachusetts
$1.89M +$73.1K +1,811 +4%
LAMC
66
Longview Asset Management (California)
California
$1.87M -$353K -8,993 -16%
BWA
67
Babb Wealth Advisors
Arizona
$1.83M +$4.79K +122 +0.3%
FCG
68
Financial Connections Group
California
$1.79M +$1.08M +27,442 +151%
VCP
69
Vista Capital Partners
Oregon
$1.78M +$1.78M +45,256 New
PAG
70
Private Advisor Group
New Jersey
$1.69M +$35.9K +914 +2%
SC
71
Savant Capital
Illinois
$1.62M +$111K +2,833 +7%
MFA
72
Morling Financial Advisors
California
$1.58M +$60.1K +1,532 +4%
Cambridge Investment Research Advisors
73
Cambridge Investment Research Advisors
Iowa
$1.56M +$1.2M +30,502 +331%
Susquehanna International Group
74
Susquehanna International Group
Pennsylvania
$1.56M +$1.56M +39,677 New
WAN
75
Wealth Advisors Northwest
Oregon
$1.55M +$133K +3,386 +9%