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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
CFA
76
Cahill Financial Advisors
Minnesota
$1.22M
Mercer Global Advisors
77
Mercer Global Advisors
Colorado
$1.21M
PWA
78
Physician Wealth Advisors
Utah
$1.19M
FFA
79
Farther Finance Advisors
California
$1.18M
RFP
80
Root Financial Partners
California
$1.15M
SRWM
81
Shira Ridge Wealth Management
California
$1.12M
WANY
82
Wealthspire Advisors (New York)
New York
$1.1M
VWM
83
Vermillion Wealth Management
Minnesota
$1.08M
HNWA
84
Henrickson Nauta Wealth Advisors
Michigan
$1.07M
MGWA
85
Monument Group Wealth Advisors
Massachusetts
$1.04M
W
86
WPWealth
Texas
$1.03M
NRWA
87
North Ridge Wealth Advisors
Oregon
$1.01M
Stifel Financial
88
Stifel Financial
Missouri
$1.01M
SDWIA
89
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$999K
Jane Street
90
Jane Street
New York
$949K
AFG
91
Altiora Financial Group
Ohio
$931K
TWM
92
Tanager Wealth Management
United Kingdom
$924K
VBA
93
von Borstel & Associates
Oregon
$894K
MWA
94
Mills Wealth Advisors
Texas
$887K
HIF
95
Hill Island Financial
Michigan
$877K
RCAG
96
Rehmann Capital Advisory Group
Michigan
$862K
JAA
97
Joel Adams & Associates
North Carolina
$827K
OCM
98
Orion Capital Management
California
$800K
MWM
99
Meritas Wealth Management
California
$773K
FFG
100
Fiduciary Financial Group
California
$765K