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Dimensional US Sustainability Core 1 ETF

255 hedge funds and large institutions have $1.42B invested in Dimensional US Sustainability Core 1 ETF in 2025 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 121 increasing their positions, 58 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
255
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
23
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
AA
51
Addison Advisors
Vermont
$4.14M
TI
52
Truepoint Inc
Ohio
$3.99M
SSC
53
Syverson Strege & Co
Iowa
$3.82M
ADL
54
Asset Dedication LLC
California
$3.68M
WUW
55
Wheels Up Wealth
California
$3.65M
CPIG
56
Chicago Partners Investment Group
Illinois
$3.6M
Raymond James Financial
57
Raymond James Financial
Florida
$3.39M
SC
58
Savant Capital
Illinois
$3.14M
LFA
59
Level Financial Advisors
New York
$3.01M
SCA
60
Sensenig Capital Advisors
Pennsylvania
$2.96M
PFG
61
Premier Financial Group
California
$2.87M
PWM
62
Perigon Wealth Management
California
$2.85M
LAMC
63
Longview Asset Management (California)
California
$2.71M
FWMP
64
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$2.59M
BEW
65
Burton Enright Welch
California
$2.59M
BWA
66
Babb Wealth Advisors
Arizona
$2.56M
VT
67
Vise Technologies
New York
$2.46M
RFP
68
Root Financial Partners
California
$2.44M
B
69
BetterWealth
California
$2.42M
HNWA
70
Henrickson Nauta Wealth Advisors
Michigan
$2.39M
PA
71
ProCore Advisors
California
$2.37M
SIS
72
Strategic Investment Solutions
Illinois
$2.34M
FFM
73
Flagstone Financial Management
Nebraska
$2.25M
UWM
74
United Wealth Management
Virginia
$2.24M
TWA
75
Trellis Wealth Advisors
California
$2.22M