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Dimensional US Sustainability Core 1 ETF

213 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, 45 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
213
Holders Change
+12
Holders Change %
+5.97%
% of All Funds
2.86%
Holding in Top 10
17
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+13.33%
% of All Funds
0.23%
New
27
Increased
112
Reduced
45
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
MWA
101
Mills Wealth Advisors
Texas
$1.02M +$44.5K +1,133 +5%
HNWA
102
Henrickson Nauta Wealth Advisors
Michigan
$969K -$283K -7,209 -23%
JAA
103
Joel Adams & Associates
North Carolina
$915K +$8.6K +219 +0.9%
RCAG
104
Rehmann Capital Advisory Group
Michigan
$915K -$29.5K -752 -3%
BRIA
105
Balanced Rock Investment Advisors
Massachusetts
$914K +$86.4K +2,200 +10%
HIF
106
Hill Island Financial
Michigan
$909K -$51.7K -1,318 -5%
OCM
107
Orion Capital Management
California
$895K +$18.2K +463 +2%
CI
108
Cordant Inc
Oregon
$858K +$89.5K +2,281 +12%
MWM
109
Meritas Wealth Management
California
$848K
BA
110
Bridgewater Advisors
New York
$795K -$59.3K -1,467 -7%
KP
111
Keel Point
Alabama
$793K
IAG
112
Investment Advisory Group
Massachusetts
$787K
Bank of America
113
Bank of America
North Carolina
$748K -$5.81K -148 -0.8%
HCM
114
Hicks Capital Management
Ohio
$723K -$29.3K -746 -4%
LWA
115
Ledgewood Wealth Advisors
New Hampshire
$712K
FFP
116
Freedom Financial Partners
Minnesota
$700K +$126K +3,217 +22%
OWM
117
Opes Wealth Management
California
$698K +$2.94K +75 +0.4%
Raymond James Financial
118
Raymond James Financial
Florida
$696K -$4.5M -114,663 -87%
CCMI
119
Creative Capital Management Investments
California
$681K +$5.38K +137 +0.8%
BGWM
120
Bridge Generations Wealth Management
Florida
$673K
Creative Planning
121
Creative Planning
Kansas
$649K +$11.4K +291 +2%
PHWM
122
Pine Harbor Wealth Management
Maryland
$620K +$392 +10 +0.1%
Mariner
123
Mariner
Kansas
$557K +$211K +5,366 +61%
HCM
124
Hutchinson Capital Management
California
$556K
FG
125
Foster Group
Iowa
$546K +$23.5K +599 +5%