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Dimensional US Sustainability Core 1 ETF

228 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, 111 increasing their positions, 58 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
228
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
SPA
151
Shore Point Advisors
New Jersey
$415K
Brown Advisory
152
Brown Advisory
Maryland
$411K
WAP
153
Wealthcare Advisory Partners
Pennsylvania
$394K
Cambridge Investment Research Advisors
154
Cambridge Investment Research Advisors
Iowa
$391K
FWP
155
Family Wealth Partners
North Carolina
$390K
AWM
156
Austin Wealth Management
Texas
$384K
CCM
157
Colorado Capital Management
Colorado
$382K
RWM
158
Rockwood Wealth Management
Pennsylvania
$379K
VIA
159
Vickerman Investment Advisors
Washington
$372K
PCIA
160
Prime Capital Investment Advisors
Kansas
$367K
TCM
161
Towneley Capital Management
California
$365K
KFGG
162
Keystone Financial Group (Georgia)
Georgia
$357K
NW
163
NewEdge Wealth
Pennsylvania
$343K
CMP
164
Coston McIsaac & Partners
Maine
$337K
MCM
165
Morton Capital Management
California
$333K
AWP
166
Astra Wealth Partners
New Jersey
$328K
MSWM
167
McGlone Suttner Wealth Management
Wisconsin
$311K
LWP
168
Laurel Wealth Planning
Minnesota
$308K
BAWC
169
Boyce & Associates Wealth Consulting
Texas
$307K
EWA
170
Exencial Wealth Advisors
Oklahoma
$307K
GWM
171
Grand Wealth Management
Michigan
$304K
QWM
172
Quadcap Wealth Management
Texas
$304K
Citadel Advisors
173
Citadel Advisors
Florida
$299K
SFG
174
SNS Financial Group
Minnesota
$299K
MWM
175
MBE Wealth Management
Wisconsin
$295K