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Dimensional US Sustainability Core 1 ETF

230 hedge funds and large institutions have $1.3B invested in Dimensional US Sustainability Core 1 ETF in 2025 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 112 increasing their positions, 58 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
230
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
18
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
PAG
76
Private Advisor Group
New Jersey
$1.83M
PWM
77
Perigon Wealth Management
California
$1.8M
MFA
78
Morling Financial Advisors
California
$1.75M
SIP
79
Sellwood Investment Partners
Oregon
$1.74M
RIM
80
RW Investment Management
Idaho
$1.66M
MWM
81
Modera Wealth Management
New Jersey
$1.65M
CFA
82
Cahill Financial Advisors
Minnesota
$1.5M
RFP
83
Root Financial Partners
California
$1.48M
EFP
84
EnRich Financial Partners
Wisconsin
$1.43M
Stifel Financial
85
Stifel Financial
Missouri
$1.4M
CFGA
86
Cambridge Financial Group (Arizona)
Arizona
$1.37M
PWA
87
Physician Wealth Advisors
Utah
$1.36M
WAN
88
Wealth Advisors Northwest
Oregon
$1.35M
W
89
WPWealth
Texas
$1.3M
NRWA
90
North Ridge Wealth Advisors
Oregon
$1.29M
FFA
91
Farther Finance Advisors
California
$1.28M
CG
92
Caprock Group
Idaho
$1.25M
FFG
93
Fiduciary Financial Group
California
$1.24M
MGWA
94
Monument Group Wealth Advisors
Massachusetts
$1.24M
SRWM
95
Shira Ridge Wealth Management
California
$1.22M
Susquehanna International Group
96
Susquehanna International Group
Pennsylvania
$1.17M
BRIA
97
Balanced Rock Investment Advisors
Massachusetts
$1.15M
HIF
98
Hill Island Financial
Michigan
$1.14M
RCAG
99
Rehmann Capital Advisory Group
Michigan
$1.14M
AF
100
Advisornet Financial
Minnesota
$1.12M