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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
TI
51
Truepoint Inc
Ohio
$3.99M
SSC
52
Syverson Strege & Co
Iowa
$3.82M
ADL
53
Asset Dedication LLC
California
$3.68M
WUW
54
Wheels Up Wealth
California
$3.65M
CPIG
55
Chicago Partners Investment Group
Illinois
$3.6M
Raymond James Financial
56
Raymond James Financial
Florida
$3.39M
SC
57
Savant Capital
Illinois
$3.14M
LFA
58
Level Financial Advisors
New York
$3.01M
SCA
59
Sensenig Capital Advisors
Pennsylvania
$2.96M
PFG
60
Premier Financial Group
California
$2.87M
PWM
61
Perigon Wealth Management
California
$2.85M
LAMC
62
Longview Asset Management (California)
California
$2.71M
FWMP
63
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$2.59M
BEW
64
Burton Enright Welch
California
$2.59M
BWA
65
Babb Wealth Advisors
Arizona
$2.56M
VT
66
Vise Technologies
New York
$2.46M
RFP
67
Root Financial Partners
California
$2.44M
B
68
BetterWealth
California
$2.42M
HNWA
69
Henrickson Nauta Wealth Advisors
Michigan
$2.39M
PA
70
ProCore Advisors
California
$2.37M
SIS
71
Strategic Investment Solutions
Illinois
$2.34M
FFM
72
Flagstone Financial Management
Nebraska
$2.25M
UWM
73
United Wealth Management
Virginia
$2.24M
TWA
74
Trellis Wealth Advisors
California
$2.22M
DPW
75
DiNuzzo Private Wealth
Pennsylvania
$2.19M