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Dimensional US Sustainability Core 1 ETF

252 hedge funds and large institutions have $1.42B invested in Dimensional US Sustainability Core 1 ETF in 2025 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 121 increasing their positions, 58 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
252
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
22
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
SCM
126
SB Capital Management
California
$877K
IAG
127
Investment Advisory Group
Massachusetts
$871K
FPI
128
Financial Plan Inc
Washington
$839K
HCM
129
Hicks Capital Management
Ohio
$800K
CI
130
Cordant Inc
Oregon
$788K
LWA
131
Ledgewood Wealth Advisors
New Hampshire
$787K
OWM
132
Opes Wealth Management
California
$779K
SRCM
133
Signature Resources Capital Management
California
$777K
FFP
134
Freedom Financial Partners
Minnesota
$776K
WANY
135
Wealthspire Advisors (New York)
New York
$766K
Osaic Holdings
136
Osaic Holdings
Arizona
$759K
BGWM
137
Bridge Generations Wealth Management
Florida
$745K
CCMI
138
Creative Capital Management Investments
California
$732K
RWM
139
Ruedi Wealth Management
Illinois
$687K
EFP
140
Envision Financial Planning
Tennessee
$687K
PHWM
141
Pine Harbor Wealth Management
Maryland
$686K
MF
142
Montis Financial
Massachusetts
$686K
TIM
143
Tortoise Investment Management
New York
$683K
PFS
144
Professional Financial Solutions
Virginia
$677K
HCM
145
Hutchinson Capital Management
California
$633K
GWA
146
Geometric Wealth Advisors
District of Columbia
$618K
SOAG
147
Silver Oak Advisory Group
Oregon
$597K
MA
148
McGrath & Associates
North Carolina
$593K
NW
149
NewEdge Wealth
Pennsylvania
$572K
DF
150
Define Financial
California
$556K