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Dimensional US Sustainability Core 1 ETF

202 hedge funds and large institutions have $911M invested in Dimensional US Sustainability Core 1 ETF in 2025 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 99 increasing their positions, 49 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
202
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
15
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
SFA
51
Sequoia Financial Advisors
Ohio
$2.38M
ACM
52
Aspen Capital Management
Idaho
$2.35M
NA
53
NewEdge Advisors
Louisiana
$2.32M
B
54
BetterWealth
California
$2.13M
FWMP
55
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$2.12M
LFA
56
Level Financial Advisors
New York
$2.08M
LAMC
57
Longview Asset Management (California)
California
$2.03M
TWA
58
Trellis Wealth Advisors
California
$2.01M
TWA
59
TCI Wealth Advisors
Arizona
$1.84M
UWM
60
United Wealth Management
Virginia
$1.83M
DPW
61
DiNuzzo Private Wealth
Pennsylvania
$1.83M
EFN
62
Equita Financial Network
Pennsylvania
$1.81M
JC
63
Jentner Corp
Ohio
$1.77M
BWA
64
Babb Wealth Advisors
Arizona
$1.66M
DADC
65
D.A. Davidson & Co
Montana
$1.64M
PAG
66
Private Advisor Group
New Jersey
$1.51M
CCC
67
Compass Capital Corp
Massachusetts
$1.46M
MWM
68
Modera Wealth Management
New Jersey
$1.42M
MFA
69
Morling Financial Advisors
California
$1.39M
SC
70
Savant Capital
Illinois
$1.38M
CFGA
71
Cambridge Financial Group (Arizona)
Arizona
$1.34M
EFP
72
EnRich Financial Partners
Wisconsin
$1.33M
RIM
73
RW Investment Management
Idaho
$1.3M
DWA
74
Delap Wealth Advisory
Oregon
$1.3M
WAN
75
Wealth Advisors Northwest
Oregon
$1.3M