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Dimensional US Sustainability Core 1 ETF

228 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, 111 increasing their positions, 58 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
228
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
SDWIA
101
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$1.11M
AFG
102
Altiora Financial Group
Ohio
$1.1M
MWA
103
Mills Wealth Advisors
Texas
$1.1M
HNWA
104
Henrickson Nauta Wealth Advisors
Michigan
$1.1M
XPN
105
XY Planning Network
Montana
$1.1M
VBA
106
von Borstel & Associates
Oregon
$1.09M
Raymond James Financial
107
Raymond James Financial
Florida
$1.08M
VWM
108
Vermillion Wealth Management
Minnesota
$1.02M
JAA
109
Joel Adams & Associates
North Carolina
$997K
SIM
110
Stratos Investment Management
Ohio
$945K
OCM
111
Orion Capital Management
California
$941K
MWM
112
Meritas Wealth Management
California
$917K
VT
113
Vise Technologies
New York
$882K
BA
114
Bridgewater Advisors
New York
$866K
IAG
115
Investment Advisory Group
Massachusetts
$852K
Bank of America
116
Bank of America
North Carolina
$810K
HCM
117
Hicks Capital Management
Ohio
$782K
CI
118
Cordant Inc
Oregon
$775K
LWA
119
Ledgewood Wealth Advisors
New Hampshire
$770K
OWM
120
Opes Wealth Management
California
$759K
FFP
121
Freedom Financial Partners
Minnesota
$757K
WANY
122
Wealthspire Advisors (New York)
New York
$749K
CCMI
123
Creative Capital Management Investments
California
$735K
BGWM
124
Bridge Generations Wealth Management
Florida
$728K
Creative Planning
125
Creative Planning
Kansas
$696K