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Dimensional US Sustainability Core 1 ETF

202 hedge funds and large institutions have $911M invested in Dimensional US Sustainability Core 1 ETF in 2025 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 99 increasing their positions, 49 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
202
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
15
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
CGL
126
Clarius Group LLC
Washington
$475K
Rockefeller Capital Management
127
Rockefeller Capital Management
New York
$460K
GA
128
Greenspring Advisors
Maryland
$457K
HCA
129
Heck Capital Advisors
Wisconsin
$456K
MA
130
McGrath & Associates
North Carolina
$442K
FMWA
131
Forvis Mazars Wealth Advisors
Missouri
$411K
SPA
132
Shore Point Advisors
New Jersey
$409K
MFC
133
Morris Financial Concepts
South Carolina
$403K
TIM
134
Tortoise Investment Management
New York
$394K
KAS
135
Kestra Advisory Services
Texas
$392K
EFP
136
Envision Financial Planning
Tennessee
$391K
GWA
137
Geometric Wealth Advisors
District of Columbia
$387K
PCM
138
Passive Capital Management
Maryland
$387K
WAP
139
Wealthcare Advisory Partners
Pennsylvania
$341K
Cambridge Investment Research Advisors
140
Cambridge Investment Research Advisors
Iowa
$330K
PCIA
141
Prime Capital Investment Advisors
Kansas
$328K
Mariner
142
Mariner
Kansas
$316K
HighTower Advisors
143
HighTower Advisors
Illinois
$315K
WCM
144
Warburton Capital Management
Oklahoma
$314K
KFGG
145
Keystone Financial Group (Georgia)
Georgia
$299K
FWP
146
Family Wealth Partners
North Carolina
$278K
XPN
147
XY Planning Network
Montana
$277K
CMP
148
Coston McIsaac & Partners
Maine
$267K
AWM
149
Austin Wealth Management
Texas
$266K
TCM
150
Towneley Capital Management
California
$266K