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Dimensional US Sustainability Core 1 ETF

228 hedge funds and large institutions have $1.29B invested in Dimensional US Sustainability Core 1 ETF in 2025 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 111 increasing their positions, 58 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
228
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
PWM
76
Perigon Wealth Management
California
$1.8M
MFA
77
Morling Financial Advisors
California
$1.75M
SIP
78
Sellwood Investment Partners
Oregon
$1.74M
RIM
79
RW Investment Management
Idaho
$1.66M
MWM
80
Modera Wealth Management
New Jersey
$1.65M
CFA
81
Cahill Financial Advisors
Minnesota
$1.5M
RFP
82
Root Financial Partners
California
$1.48M
EFP
83
EnRich Financial Partners
Wisconsin
$1.43M
Stifel Financial
84
Stifel Financial
Missouri
$1.4M
CFGA
85
Cambridge Financial Group (Arizona)
Arizona
$1.37M
PWA
86
Physician Wealth Advisors
Utah
$1.36M
WAN
87
Wealth Advisors Northwest
Oregon
$1.35M
W
88
WPWealth
Texas
$1.3M
NRWA
89
North Ridge Wealth Advisors
Oregon
$1.29M
FFA
90
Farther Finance Advisors
California
$1.28M
CG
91
Caprock Group
Idaho
$1.25M
FFG
92
Fiduciary Financial Group
California
$1.24M
MGWA
93
Monument Group Wealth Advisors
Massachusetts
$1.24M
SRWM
94
Shira Ridge Wealth Management
California
$1.22M
Susquehanna International Group
95
Susquehanna International Group
Pennsylvania
$1.17M
BRIA
96
Balanced Rock Investment Advisors
Massachusetts
$1.15M
HIF
97
Hill Island Financial
Michigan
$1.14M
RCAG
98
Rehmann Capital Advisory Group
Michigan
$1.14M
AF
99
Advisornet Financial
Minnesota
$1.12M
TWM
100
Tanager Wealth Management
United Kingdom
$1.11M