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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 %
MWM
76
Modera Wealth Management
New Jersey
$1.54M -$11.8K -300 -0.8%
SIP
77
Sellwood Investment Partners
Oregon
$1.52M +$1.52M +38,736 New
RIM
78
RW Investment Management
Idaho
$1.46M +$29.6K +755 +2%
CFA
79
Cahill Financial Advisors
Minnesota
$1.35M +$16.4K +417 +1%
Envestnet Asset Management
80
Envestnet Asset Management
Illinois
$1.35M +$808K +20,586 +150%
VWM
81
Vermillion Wealth Management
Minnesota
$1.33M +$140K +3,561 +12%
EFP
82
EnRich Financial Partners
Wisconsin
$1.31M -$142K -3,609 -10%
PWA
83
Physician Wealth Advisors
Utah
$1.3M
SIM
84
Stratos Investment Management
Ohio
$1.28M +$1.28M +32,604 New
AF
85
Advisornet Financial
Minnesota
$1.25M +$473K +12,045 +61%
SRWM
86
Shira Ridge Wealth Management
California
$1.22M -$14.5K -370 -1%
MGWA
87
Monument Group Wealth Advisors
Massachusetts
$1.16M +$16.9K +431 +1%
NRWA
88
North Ridge Wealth Advisors
Oregon
$1.16M +$48.1K +1,226 +4%
FFA
89
Farther Finance Advisors
California
$1.15M -$136K -3,459 -11%
RFP
90
Root Financial Partners
California
$1.13M -$129K -3,286 -10%
W
91
WPWealth
Texas
$1.13M +$392 +10 +0%
FFM
92
Flagstone Financial Management
Nebraska
$1.13M +$523K +13,317 +87%
Stifel Financial
93
Stifel Financial
Missouri
$1.11M +$5.69K +145 +0.5%
WANY
94
Wealthspire Advisors (New York)
New York
$1.1M -$105K -2,668 -9%
TWM
95
Tanager Wealth Management
United Kingdom
$1.1M +$83.6K +2,130 +8%
XPN
96
XY Planning Network
Montana
$1.1M +$792K +20,172 +261%
SDWIA
97
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$1.06M -$36.8K -937 -3%
VBA
98
von Borstel & Associates
Oregon
$1.04M +$40.3K +1,004 +4%
FFG
99
Fiduciary Financial Group
California
$1.03M +$127K +3,212 +14%
AFG
100
Altiora Financial Group
Ohio
$1.02M