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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
MWG
51
Martin Worley Group
Utah
$2.93M
RIM
52
Rockbridge Investment Management
New York
$2.66M
Mercer Global Advisors
53
Mercer Global Advisors
Colorado
$2.45M
LFA
54
Level Financial Advisors
New York
$2.42M
NA
55
NewEdge Advisors
Louisiana
$2.41M
B
56
BetterWealth
California
$2.35M
FWMP
57
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$2.33M
WC
58
Wolfstich Capital
Massachusetts
$2.25M
TWA
59
Trellis Wealth Advisors
California
$2.2M
MML Investors Services
60
MML Investors Services
Massachusetts
$2.13M
DPW
61
DiNuzzo Private Wealth
Pennsylvania
$2.06M
JC
62
Jentner Corp
Ohio
$2.05M
UWM
63
United Wealth Management
Virginia
$2.04M
DADC
64
D.A. Davidson & Co
Montana
$2.02M
CCC
65
Compass Capital Corp
Massachusetts
$1.89M
LAMC
66
Longview Asset Management (California)
California
$1.87M
BWA
67
Babb Wealth Advisors
Arizona
$1.83M
FCG
68
Financial Connections Group
California
$1.79M
VCP
69
Vista Capital Partners
Oregon
$1.78M
PAG
70
Private Advisor Group
New Jersey
$1.69M
SC
71
Savant Capital
Illinois
$1.62M
MFA
72
Morling Financial Advisors
California
$1.58M
Cambridge Investment Research Advisors
73
Cambridge Investment Research Advisors
Iowa
$1.56M
Susquehanna International Group
74
Susquehanna International Group
Pennsylvania
$1.56M
WAN
75
Wealth Advisors Northwest
Oregon
$1.55M