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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
HIF
101
Hill Island Financial
Michigan
$1.3M
BRIA
102
Balanced Rock Investment Advisors
Massachusetts
$1.28M
BA
103
Bridgewater Advisors
New York
$1.27M
MGWA
104
Monument Group Wealth Advisors
Massachusetts
$1.27M
FFG
105
Fiduciary Financial Group
California
$1.26M
SRWM
106
Shira Ridge Wealth Management
California
$1.21M
CFGA
107
Cambridge Financial Group (Arizona)
Arizona
$1.19M
AF
108
Advisornet Financial
Minnesota
$1.17M
MWA
109
Mills Wealth Advisors
Texas
$1.15M
AFG
110
Altiora Financial Group
Ohio
$1.13M
VBA
111
von Borstel & Associates
Oregon
$1.06M
VWM
112
Vermillion Wealth Management
Minnesota
$1.05M
JAA
113
Joel Adams & Associates
North Carolina
$1.04M
SDWIA
114
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$1.01M
QCM
115
Quantinno Capital Management
New York
$994K
MWM
116
Meritas Wealth Management
California
$970K
TWM
117
Tanager Wealth Management
United Kingdom
$969K
OCM
118
Orion Capital Management
California
$964K
SIM
119
Stratos Investment Management
Ohio
$955K
Mariner
120
Mariner
Kansas
$937K
OPF
121
Old Peak Finance
North Carolina
$932K
MWM
122
Mission Wealth Management
California
$928K
JP Morgan Chase
123
JP Morgan Chase
New York
$889K
Bank of America
124
Bank of America
North Carolina
$878K
SCM
125
SB Capital Management
California
$877K