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Dimensional US Sustainability Core 1 ETF

202 hedge funds and large institutions have $911M invested in Dimensional US Sustainability Core 1 ETF in 2025 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 99 increasing their positions, 49 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
202
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
15
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
$263K
MADFP
152
Michael A Dubis Financial Planning
Wisconsin
$260K
LWP
153
Laurel Wealth Planning
Minnesota
$260K
EWA
154
Exencial Wealth Advisors
Oklahoma
$259K
NW
155
NewEdge Wealth
Pennsylvania
$258K
TWD
156
True Wealth Design
Ohio
$249K
MWM
157
MBE Wealth Management
Wisconsin
$249K
ACC
158
Acorn Creek Capital
Colorado
$246K
AWM
159
Avior Wealth Management
Nebraska
$242K
BAWC
160
Boyce & Associates Wealth Consulting
Texas
$237K
VWM
161
Verus Wealth Management
Wisconsin
$236K
AAM
162
Austin Asset Management
Texas
$236K
CCM
163
Colorado Capital Management
Colorado
$231K
SPI
164
Sutton Place Investors
New York
$231K
JPMorgan Chase & Co
165
JPMorgan Chase & Co
New York
$231K
RSWA
166
Robinson Smith Wealth Advisors
Maine
$228K
SFG
167
SNS Financial Group
Minnesota
$225K
PWS
168
Physician Wealth Solutions
Nevada
$208K
HA
169
Herold Advisors
New York
$204K
IWS
170
Integrity Wealth Solutions
Colorado
$204K
PWM
171
Penobscot Wealth Management
Maine
$203K
TFM
172
Trademark Financial Management
Minnesota
$200K
SOAG
173
Silver Oak Advisory Group
Oregon
$200K
AF
174
Allworth Financial
California
$190K
CW
175
Curio Wealth
Maryland
$187K