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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 %
RWM
126
Ruedi Wealth Management
Illinois
$541K +$4.16K +106 +0.8%
MA
127
McGrath & Associates
North Carolina
$531K +$46.6K +1,188 +10%
Osaic Holdings
128
Osaic Holdings
Arizona
$524K
TWD
129
True Wealth Design
Ohio
$507K +$233K +5,945 +85%
HighTower Advisors
130
HighTower Advisors
Illinois
$502K +$156K +3,986 +45%
HCA
131
Heck Capital Advisors
Wisconsin
$500K -$196 -5 -0%
GWA
132
Geometric Wealth Advisors
District of Columbia
$458K +$34.1K +868 +8%
MFC
133
Morris Financial Concepts
South Carolina
$456K +$14.5K +370 +3%
CGL
134
Clarius Group LLC
Washington
$455K -$65.5K -1,670 -13%
FMWA
135
Forvis Mazars Wealth Advisors
Missouri
$451K
GWS
136
Glassman Wealth Services
Virginia
$447K +$158K +4,037 +55%
AQR Capital Management
137
AQR Capital Management
Connecticut
$432K +$432K +11,006 New
TIM
138
Tortoise Investment Management
New York
$432K
KAS
139
Kestra Advisory Services
Texas
$431K +$589 +15 +0.1%
EFP
140
Envision Financial Planning
Tennessee
$430K +$1.06K +27 +0.2%
PCM
141
Passive Capital Management
Maryland
$427K
SPA
142
Shore Point Advisors
New Jersey
$408K -$40.4K -1,030 -9%
WCM
143
Warburton Capital Management
Oklahoma
$386K +$31K +768 +9%
WAP
144
Wealthcare Advisory Partners
Pennsylvania
$375K +$942 +24 +0.3%
PCIA
145
Prime Capital Investment Advisors
Kansas
$359K
CCM
146
Colorado Capital Management
Colorado
$345K +$91.3K +2,323 +36%
KFGG
147
Keystone Financial Group (Georgia)
Georgia
$335K +$838 +21 +0.3%
FWP
148
Family Wealth Partners
North Carolina
$334K +$29.6K +754 +10%
Brown Advisory
149
Brown Advisory
Maryland
$329K +$329K +8,374 New
TCM
150
Towneley Capital Management
California
$326K +$34K +865 +12%