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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
GWS
151
Glassman Wealth Services
Virginia
$553K
HCA
152
Heck Capital Advisors
Wisconsin
$528K
CGL
153
Clarius Group LLC
Washington
$509K
MFC
154
Morris Financial Concepts
South Carolina
$505K
FMWA
155
Forvis Mazars Wealth Advisors
Missouri
$499K
HighTower Advisors
156
HighTower Advisors
Illinois
$493K
WCM
157
Warburton Capital Management
Oklahoma
$480K
KAS
158
Kestra Advisory Services
Texas
$477K
Cambridge Investment Research Advisors
159
Cambridge Investment Research Advisors
Iowa
$471K
Jane Street
160
Jane Street
New York
$469K
PCM
161
Passive Capital Management
Maryland
$469K
TWD
162
True Wealth Design
Ohio
$462K
RWM
163
Rockwood Wealth Management
Pennsylvania
$452K
BRPW
164
Ballast Rock Private Wealth
South Carolina
$445K
HIA
165
HTG Investment Advisors
Connecticut
$426K
SPA
166
Shore Point Advisors
New Jersey
$424K
WAP
167
Wealthcare Advisory Partners
Pennsylvania
$403K
AWM
168
Austin Wealth Management
Texas
$402K
FWP
169
Family Wealth Partners
North Carolina
$401K
TP
170
Trailhead Planners
Minnesota
$399K
AFC
171
Avise Financial Cooperative
California
$397K
CCM
172
Colorado Capital Management
Colorado
$396K
TCM
173
Towneley Capital Management
California
$387K
GSEP
174
Golden State Equity Partners
California
$381K
FIM
175
Freedom Investment Management
Connecticut
$371K