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Dimensional US Sustainability Core 1 ETF

224 hedge funds and large institutions have $1.29B invested in Dimensional US Sustainability Core 1 ETF in 2025 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 109 increasing their positions, 56 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
224
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
18
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
WAP
151
Wealthcare Advisory Partners
Pennsylvania
$394K
Cambridge Investment Research Advisors
152
Cambridge Investment Research Advisors
Iowa
$391K
FWP
153
Family Wealth Partners
North Carolina
$390K
AWM
154
Austin Wealth Management
Texas
$384K
CCM
155
Colorado Capital Management
Colorado
$382K
RWM
156
Rockwood Wealth Management
Pennsylvania
$379K
VIA
157
Vickerman Investment Advisors
Washington
$372K
PCIA
158
Prime Capital Investment Advisors
Kansas
$367K
TCM
159
Towneley Capital Management
California
$365K
KFGG
160
Keystone Financial Group (Georgia)
Georgia
$357K
NW
161
NewEdge Wealth
Pennsylvania
$343K
CMP
162
Coston McIsaac & Partners
Maine
$337K
MCM
163
Morton Capital Management
California
$333K
AWP
164
Astra Wealth Partners
New Jersey
$328K
MSWM
165
McGlone Suttner Wealth Management
Wisconsin
$311K
LWP
166
Laurel Wealth Planning
Minnesota
$308K
BAWC
167
Boyce & Associates Wealth Consulting
Texas
$307K
EWA
168
Exencial Wealth Advisors
Oklahoma
$307K
GWM
169
Grand Wealth Management
Michigan
$304K
QWM
170
Quadcap Wealth Management
Texas
$304K
Citadel Advisors
171
Citadel Advisors
Florida
$299K
SFG
172
SNS Financial Group
Minnesota
$299K
MWM
173
MBE Wealth Management
Wisconsin
$295K
GJIA
174
Glass Jacobson Investment Advisors
Maryland
$294K
AAM
175
Austin Asset Management
Texas
$288K