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Dimensional US Sustainability Core 1 ETF

214 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, 46 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
214
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
17
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
FG
126
Foster Group
Iowa
$546K
RWM
127
Ruedi Wealth Management
Illinois
$541K
MA
128
McGrath & Associates
North Carolina
$531K
Osaic Holdings
129
Osaic Holdings
Arizona
$524K
TWD
130
True Wealth Design
Ohio
$507K
HighTower Advisors
131
HighTower Advisors
Illinois
$502K
HCA
132
Heck Capital Advisors
Wisconsin
$500K
GWA
133
Geometric Wealth Advisors
District of Columbia
$458K
MFC
134
Morris Financial Concepts
South Carolina
$456K
CGL
135
Clarius Group LLC
Washington
$455K
FMWA
136
Forvis Mazars Wealth Advisors
Missouri
$451K
GWS
137
Glassman Wealth Services
Virginia
$447K
AQR Capital Management
138
AQR Capital Management
Connecticut
$432K
TIM
139
Tortoise Investment Management
New York
$432K
KAS
140
Kestra Advisory Services
Texas
$431K
EFP
141
Envision Financial Planning
Tennessee
$430K
PCM
142
Passive Capital Management
Maryland
$427K
SPA
143
Shore Point Advisors
New Jersey
$408K
WCM
144
Warburton Capital Management
Oklahoma
$386K
WAP
145
Wealthcare Advisory Partners
Pennsylvania
$375K
PCIA
146
Prime Capital Investment Advisors
Kansas
$359K
CCM
147
Colorado Capital Management
Colorado
$345K
KFGG
148
Keystone Financial Group (Georgia)
Georgia
$335K
FWP
149
Family Wealth Partners
North Carolina
$334K
Brown Advisory
150
Brown Advisory
Maryland
$329K