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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
TCM
151
Towneley Capital Management
California
$326K
NW
152
NewEdge Wealth
Pennsylvania
$321K
CMP
153
Coston McIsaac & Partners
Maine
$308K
AWP
154
Astra Wealth Partners
New Jersey
$303K
AWM
155
Austin Wealth Management
Texas
$297K
PWM
156
Perigon Wealth Management
California
$295K
MSWM
157
McGlone Suttner Wealth Management
Wisconsin
$287K
MCM
158
Morton Capital Management
California
$286K
LWP
159
Laurel Wealth Planning
Minnesota
$284K
EWA
160
Exencial Wealth Advisors
Oklahoma
$283K
SFG
161
SNS Financial Group
Minnesota
$283K
GWM
162
Grand Wealth Management
Michigan
$281K
QWM
163
Quadcap Wealth Management
Texas
$281K
MWM
164
MBE Wealth Management
Wisconsin
$273K
BAWC
165
Boyce & Associates Wealth Consulting
Texas
$266K
AWM
166
Avior Wealth Management
Nebraska
$266K
JPMorgan Chase & Co
167
JPMorgan Chase & Co
New York
$266K
AFA
168
Alpha Financial Advisors
North Carolina
$262K
VWM
169
Verus Wealth Management
Wisconsin
$259K
AAM
170
Austin Asset Management
Texas
$258K
SPI
171
Sutton Place Investors
New York
$258K
RSWA
172
Robinson Smith Wealth Advisors
Maine
$253K
ACC
173
Acorn Creek Capital
Colorado
$237K
GAM
174
Gemmer Asset Management
California
$230K
PWS
175
Physician Wealth Solutions
Nevada
$228K