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Dimensional US Sustainability Core 1 ETF

224 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, 109 increasing their positions, 56 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
224
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
AWM
176
Avior Wealth Management
Nebraska
$288K
AFA
177
Alpha Financial Advisors
North Carolina
$283K
VWM
178
Verus Wealth Management
Wisconsin
$280K
WA
179
Wealthstream Advisors
New York
$272K
SPI
180
Sutton Place Investors
New York
$270K
PWM
181
PBMares Wealth Management
Virginia
$266K
HIA
182
HTG Investment Advisors
Connecticut
$259K
ACC
183
Acorn Creek Capital
Colorado
$257K
GAM
184
Gemmer Asset Management
California
$250K
AQR Capital Management
185
AQR Capital Management
Connecticut
$248K
PWS
186
Physician Wealth Solutions
Nevada
$246K
IWS
187
Integrity Wealth Solutions
Colorado
$246K
PPWM
188
PFG Private Wealth Management
Florida
$246K
TFM
189
Trademark Financial Management
Minnesota
$243K
SOAG
190
Silver Oak Advisory Group
Oregon
$239K
WTA
191
Washington Trust Advisors
Massachusetts
$233K
PWM
192
Penobscot Wealth Management
Maine
$232K
BP
193
BWM Planning
Texas
$232K
SWM
194
Sterling Wealth Management
Illinois
$220K
HA
195
Herold Advisors
New York
$217K
RSWA
196
Robinson Smith Wealth Advisors
Maine
$212K
SF
197
SageOak Financial
Oklahoma
$206K
CW
198
Curio Wealth
Maryland
$206K
ODA
199
One Degree Advisors
California
$203K
RTL
200
Red Tortoise LLC
Georgia
$202K