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Dimensional US Sustainability Core 1 ETF

252 hedge funds and large institutions have $1.42B invested in Dimensional US Sustainability Core 1 ETF in 2025 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 121 increasing their positions, 58 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
252
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
KFGG
176
Keystone Financial Group (Georgia)
Georgia
$366K
Envestnet Asset Management
177
Envestnet Asset Management
Illinois
$354K
VIA
178
Vickerman Investment Advisors
Washington
$351K
PCIA
179
Prime Capital Investment Advisors
Kansas
$350K
TAWM
180
Three Arch Wealth Management
California
$349K
CMP
181
Coston McIsaac & Partners
Maine
$345K
FF
182
Foundry Financial
California
$337K
MCM
183
Morton Capital Management
California
$335K
AWP
184
Astra Wealth Partners
New Jersey
$335K
LPT
185
Legacy Private Trust
Wisconsin
$328K
MW
186
Marrick Wealth
California
$320K
MSWM
187
McGlone Suttner Wealth Management
Wisconsin
$318K
LWP
188
Laurel Wealth Planning
Minnesota
$315K
GJIA
189
Glass Jacobson Investment Advisors
Maryland
$314K
BAWC
190
Boyce & Associates Wealth Consulting
Texas
$314K
EWA
191
Exencial Wealth Advisors
Oklahoma
$314K
QWM
192
Quadcap Wealth Management
Texas
$310K
GWM
193
Grand Wealth Management
Michigan
$310K
SFG
194
SNS Financial Group
Minnesota
$310K
PWP
195
Parkwoods Wealth Partners
New York
$305K
MWM
196
MBE Wealth Management
Wisconsin
$305K
AAM
197
Austin Asset Management
Texas
$295K
AWM
198
Avior Wealth Management
Nebraska
$293K
AFA
199
Alpha Financial Advisors
North Carolina
$290K
VWM
200
Verus Wealth Management
Wisconsin
$287K