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Dimensional US Sustainability Core 1 ETF

214 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, 46 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
214
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
17
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
AFG
101
Altiora Financial Group
Ohio
$1.02M
MWA
102
Mills Wealth Advisors
Texas
$1.02M
HNWA
103
Henrickson Nauta Wealth Advisors
Michigan
$969K
JAA
104
Joel Adams & Associates
North Carolina
$915K
RCAG
105
Rehmann Capital Advisory Group
Michigan
$915K
BRIA
106
Balanced Rock Investment Advisors
Massachusetts
$914K
HIF
107
Hill Island Financial
Michigan
$909K
OCM
108
Orion Capital Management
California
$895K
CI
109
Cordant Inc
Oregon
$858K
MWM
110
Meritas Wealth Management
California
$848K
BA
111
Bridgewater Advisors
New York
$795K
KP
112
Keel Point
Alabama
$793K
IAG
113
Investment Advisory Group
Massachusetts
$787K
Bank of America
114
Bank of America
North Carolina
$748K
HCM
115
Hicks Capital Management
Ohio
$723K
LWA
116
Ledgewood Wealth Advisors
New Hampshire
$712K
FFP
117
Freedom Financial Partners
Minnesota
$700K
OWM
118
Opes Wealth Management
California
$698K
Raymond James Financial
119
Raymond James Financial
Florida
$696K
CCMI
120
Creative Capital Management Investments
California
$681K
BGWM
121
Bridge Generations Wealth Management
Florida
$673K
Creative Planning
122
Creative Planning
Kansas
$649K
PHWM
123
Pine Harbor Wealth Management
Maryland
$620K
Mariner
124
Mariner
Kansas
$557K
HCM
125
Hutchinson Capital Management
California
$556K