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Dimensional US Sustainability Core 1 ETF

250 hedge funds and large institutions have $1.41B invested in Dimensional US Sustainability Core 1 ETF in 2025 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 119 increasing their positions, 58 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
250
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
22
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
CCC
76
Compass Capital Corp
Massachusetts
$2.18M
PHWA
77
Petersen Hastings Wealth Advisors
Washington
$2.16M
DADC
78
D.A. Davidson & Co
Montana
$2.13M
VCP
79
Vista Capital Partners
Oregon
$2.09M
XPN
80
XY Planning Network
Montana
$2.04M
NA
81
NewEdge Advisors
Louisiana
$2M
FCG
82
Financial Connections Group
California
$1.96M
MML Investors Services
83
MML Investors Services
Massachusetts
$1.94M
PAG
84
Private Advisor Group
New Jersey
$1.89M
SIP
85
Sellwood Investment Partners
Oregon
$1.77M
NRWA
86
North Ridge Wealth Advisors
Oregon
$1.76M
MFA
87
Morling Financial Advisors
California
$1.75M
WC
88
Wolfstich Capital
Massachusetts
$1.69M
MWM
89
Modera Wealth Management
New Jersey
$1.67M
Brown Advisory
90
Brown Advisory
Maryland
$1.65M
WAN
91
Wealth Advisors Northwest
Oregon
$1.64M
CG
92
Caprock Group
Idaho
$1.6M
Stifel Financial
93
Stifel Financial
Missouri
$1.59M
FFA
94
Farther Finance Advisors
California
$1.56M
CFA
95
Cahill Financial Advisors
Minnesota
$1.49M
EFP
96
EnRich Financial Partners
Wisconsin
$1.44M
MAC
97
Mason & Associates (California)
California
$1.41M
W
98
WPWealth
Texas
$1.33M
PWA
99
Physician Wealth Advisors
Utah
$1.33M
GA
100
Greenspring Advisors
Maryland
$1.32M