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Dimensional US Sustainability Core 1 ETF

201 hedge funds and large institutions have $910M invested in Dimensional US Sustainability Core 1 ETF in 2025 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 98 increasing their positions, 49 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
201
Holders Change
+9
Holders Change %
+4.69%
% of All Funds
2.73%
Holding in Top 10
15
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-21.05%
% of All Funds
0.2%
New
21
Increased
98
Reduced
49
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Rockefeller Capital Management
126
Rockefeller Capital Management
New York
$460K -$41.2K -1,151 -8%
GA
127
Greenspring Advisors
Maryland
$457K
HCA
128
Heck Capital Advisors
Wisconsin
$456K +$456K +12,736 New
MA
129
McGrath & Associates
North Carolina
$442K +$189K +5,286 +75%
FMWA
130
Forvis Mazars Wealth Advisors
Missouri
$411K -$11.6K -324 -3%
SPA
131
Shore Point Advisors
New Jersey
$409K -$2.44K -68 -0.6%
MFC
132
Morris Financial Concepts
South Carolina
$403K +$22.2K +621 +6%
TIM
133
Tortoise Investment Management
New York
$394K
KAS
134
Kestra Advisory Services
Texas
$392K
EFP
135
Envision Financial Planning
Tennessee
$391K -$7.38K -206 -2%
GWA
136
Geometric Wealth Advisors
District of Columbia
$387K +$25.4K +709 +7%
PCM
137
Passive Capital Management
Maryland
$387K
WAP
138
Wealthcare Advisory Partners
Pennsylvania
$341K +$341K +9,529 New
Cambridge Investment Research Advisors
139
Cambridge Investment Research Advisors
Iowa
$330K +$330K +9,223 New
PCIA
140
Prime Capital Investment Advisors
Kansas
$328K -$824 -23 -0.3%
Mariner
141
Mariner
Kansas
$316K
HighTower Advisors
142
HighTower Advisors
Illinois
$315K +$215 +6 +0.1%
WCM
143
Warburton Capital Management
Oklahoma
$314K +$6.93K +194 +2%
KFGG
144
Keystone Financial Group (Georgia)
Georgia
$299K +$642 +18 +0.2%
FWP
145
Family Wealth Partners
North Carolina
$278K +$6.23K +174 +2%
XPN
146
XY Planning Network
Montana
$277K -$16.4K -457 -6%
CMP
147
Coston McIsaac & Partners
Maine
$267K +$141K +3,951 +112%
AWM
148
Austin Wealth Management
Texas
$266K +$279 +8 +0.1%
TCM
149
Towneley Capital Management
California
$266K -$10.2K -286 -4%
GWS
150
Glassman Wealth Services
Virginia
$263K +$68.1K +1,902 +35%