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Dimensional US Sustainability Core 1 ETF

214 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, 46 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
214
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
17
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
MWM
76
Modera Wealth Management
New Jersey
$1.54M
SIP
77
Sellwood Investment Partners
Oregon
$1.52M
RIM
78
RW Investment Management
Idaho
$1.46M
CFA
79
Cahill Financial Advisors
Minnesota
$1.35M
Envestnet Asset Management
80
Envestnet Asset Management
Illinois
$1.35M
VWM
81
Vermillion Wealth Management
Minnesota
$1.33M
CFGA
82
Cambridge Financial Group (Arizona)
Arizona
$1.33M
EFP
83
EnRich Financial Partners
Wisconsin
$1.31M
PWA
84
Physician Wealth Advisors
Utah
$1.3M
SIM
85
Stratos Investment Management
Ohio
$1.28M
AF
86
Advisornet Financial
Minnesota
$1.25M
SRWM
87
Shira Ridge Wealth Management
California
$1.22M
MGWA
88
Monument Group Wealth Advisors
Massachusetts
$1.16M
NRWA
89
North Ridge Wealth Advisors
Oregon
$1.16M
FFA
90
Farther Finance Advisors
California
$1.15M
RFP
91
Root Financial Partners
California
$1.13M
W
92
WPWealth
Texas
$1.13M
FFM
93
Flagstone Financial Management
Nebraska
$1.13M
Stifel Financial
94
Stifel Financial
Missouri
$1.11M
WANY
95
Wealthspire Advisors (New York)
New York
$1.1M
TWM
96
Tanager Wealth Management
United Kingdom
$1.1M
XPN
97
XY Planning Network
Montana
$1.1M
SDWIA
98
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$1.06M
VBA
99
von Borstel & Associates
Oregon
$1.04M
FFG
100
Fiduciary Financial Group
California
$1.03M