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Dimensional US Sustainability Core 1 ETF

224 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, 109 increasing their positions, 56 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
224
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
HCM
126
Hutchinson Capital Management
California
$659K
RWM
127
Ruedi Wealth Management
Illinois
$642K
Osaic Holdings
128
Osaic Holdings
Arizona
$642K
SRCM
129
Signature Resources Capital Management
California
$624K
Mariner
130
Mariner
Kansas
$609K
GWA
131
Geometric Wealth Advisors
District of Columbia
$603K
DF
132
Define Financial
California
$585K
MA
133
McGrath & Associates
North Carolina
$578K
TIM
134
Tortoise Investment Management
New York
$546K
TWD
135
True Wealth Design
Ohio
$546K
GA
136
Greenspring Advisors
Maryland
$542K
HCA
137
Heck Capital Advisors
Wisconsin
$540K
EFP
138
Envision Financial Planning
Tennessee
$519K
Envestnet Asset Management
139
Envestnet Asset Management
Illinois
$506K
JP Morgan Chase
140
JP Morgan Chase
New York
$506K
CGL
141
Clarius Group LLC
Washington
$498K
MFC
142
Morris Financial Concepts
South Carolina
$494K
FMWA
143
Forvis Mazars Wealth Advisors
Missouri
$488K
HighTower Advisors
144
HighTower Advisors
Illinois
$481K
GWS
145
Glassman Wealth Services
Virginia
$472K
KAS
146
Kestra Advisory Services
Texas
$466K
PCM
147
Passive Capital Management
Maryland
$459K
WCM
148
Warburton Capital Management
Oklahoma
$428K
SPA
149
Shore Point Advisors
New Jersey
$415K
Brown Advisory
150
Brown Advisory
Maryland
$411K