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Dimensional US Sustainability Core 1 ETF

250 hedge funds and large institutions have $1.41B invested in Dimensional US Sustainability Core 1 ETF in 2025 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 119 increasing their positions, 58 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
250
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
HCA
151
Heck Capital Advisors
Wisconsin
$528K
CGL
152
Clarius Group LLC
Washington
$509K
MFC
153
Morris Financial Concepts
South Carolina
$505K
FMWA
154
Forvis Mazars Wealth Advisors
Missouri
$499K
HighTower Advisors
155
HighTower Advisors
Illinois
$493K
WCM
156
Warburton Capital Management
Oklahoma
$480K
KAS
157
Kestra Advisory Services
Texas
$477K
Cambridge Investment Research Advisors
158
Cambridge Investment Research Advisors
Iowa
$471K
Jane Street
159
Jane Street
New York
$469K
PCM
160
Passive Capital Management
Maryland
$469K
TWD
161
True Wealth Design
Ohio
$462K
RWM
162
Rockwood Wealth Management
Pennsylvania
$452K
BRPW
163
Ballast Rock Private Wealth
South Carolina
$445K
HIA
164
HTG Investment Advisors
Connecticut
$426K
SPA
165
Shore Point Advisors
New Jersey
$424K
WAP
166
Wealthcare Advisory Partners
Pennsylvania
$403K
AWM
167
Austin Wealth Management
Texas
$402K
FWP
168
Family Wealth Partners
North Carolina
$401K
TP
169
Trailhead Planners
Minnesota
$399K
AFC
170
Avise Financial Cooperative
California
$397K
CCM
171
Colorado Capital Management
Colorado
$396K
TCM
172
Towneley Capital Management
California
$387K
GSEP
173
Golden State Equity Partners
California
$381K
FIM
174
Freedom Investment Management
Connecticut
$371K
KFGG
175
Keystone Financial Group (Georgia)
Georgia
$366K