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Dimensional US Sustainability Core 1 ETF

224 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, 109 increasing their positions, 56 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
224
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
MWA
101
Mills Wealth Advisors
Texas
$1.1M
HNWA
102
Henrickson Nauta Wealth Advisors
Michigan
$1.1M
XPN
103
XY Planning Network
Montana
$1.1M
VBA
104
von Borstel & Associates
Oregon
$1.09M
Raymond James Financial
105
Raymond James Financial
Florida
$1.08M
VWM
106
Vermillion Wealth Management
Minnesota
$1.02M
JAA
107
Joel Adams & Associates
North Carolina
$997K
SIM
108
Stratos Investment Management
Ohio
$945K
OCM
109
Orion Capital Management
California
$941K
MWM
110
Meritas Wealth Management
California
$917K
VT
111
Vise Technologies
New York
$882K
BA
112
Bridgewater Advisors
New York
$866K
IAG
113
Investment Advisory Group
Massachusetts
$852K
Bank of America
114
Bank of America
North Carolina
$810K
HCM
115
Hicks Capital Management
Ohio
$782K
CI
116
Cordant Inc
Oregon
$775K
LWA
117
Ledgewood Wealth Advisors
New Hampshire
$770K
OWM
118
Opes Wealth Management
California
$759K
FFP
119
Freedom Financial Partners
Minnesota
$757K
WANY
120
Wealthspire Advisors (New York)
New York
$749K
CCMI
121
Creative Capital Management Investments
California
$735K
BGWM
122
Bridge Generations Wealth Management
Florida
$728K
Creative Planning
123
Creative Planning
Kansas
$696K
PHWM
124
Pine Harbor Wealth Management
Maryland
$671K
MF
125
Montis Financial
Massachusetts
$670K