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Dimensional US Sustainability Core 1 ETF

230 hedge funds and large institutions have $1.3B invested in Dimensional US Sustainability Core 1 ETF in 2025 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 112 increasing their positions, 58 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
230
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
TWM
101
Tanager Wealth Management
United Kingdom
$1.11M
SDWIA
102
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$1.11M
AFG
103
Altiora Financial Group
Ohio
$1.1M
MWA
104
Mills Wealth Advisors
Texas
$1.1M
HNWA
105
Henrickson Nauta Wealth Advisors
Michigan
$1.1M
XPN
106
XY Planning Network
Montana
$1.1M
VBA
107
von Borstel & Associates
Oregon
$1.09M
Raymond James Financial
108
Raymond James Financial
Florida
$1.08M
VWM
109
Vermillion Wealth Management
Minnesota
$1.02M
JAA
110
Joel Adams & Associates
North Carolina
$997K
SIM
111
Stratos Investment Management
Ohio
$945K
OCM
112
Orion Capital Management
California
$941K
MWM
113
Meritas Wealth Management
California
$917K
VT
114
Vise Technologies
New York
$882K
BA
115
Bridgewater Advisors
New York
$866K
IAG
116
Investment Advisory Group
Massachusetts
$852K
Bank of America
117
Bank of America
North Carolina
$810K
HCM
118
Hicks Capital Management
Ohio
$782K
CI
119
Cordant Inc
Oregon
$775K
LWA
120
Ledgewood Wealth Advisors
New Hampshire
$770K
OWM
121
Opes Wealth Management
California
$759K
FFP
122
Freedom Financial Partners
Minnesota
$757K
WANY
123
Wealthspire Advisors (New York)
New York
$749K
CCMI
124
Creative Capital Management Investments
California
$735K
BGWM
125
Bridge Generations Wealth Management
Florida
$728K