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Dimensional US Sustainability Core 1 ETF

213 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, 45 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
213
Holders Change
+12
Holders Change %
+5.97%
% of All Funds
2.86%
Holding in Top 10
17
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+13.33%
% of All Funds
0.23%
New
27
Increased
112
Reduced
45
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
HIA
176
HTG Investment Advisors
Connecticut
$227K +$227K +5,775 New
PWM
177
PBMares Wealth Management
Virginia
$225K +$225K +5,732 New
TFM
178
Trademark Financial Management
Minnesota
$224K +$4.08K +104 +2%
PWM
179
Penobscot Wealth Management
Maine
$223K +$314 +8 +0.1%
SOAG
180
Silver Oak Advisory Group
Oregon
$220K +$547 +14 +0.2%
BP
181
BWM Planning
Texas
$215K +$215K +5,477 New
Citadel Advisors
182
Citadel Advisors
Florida
$207K +$207K +5,271 New
HA
183
Herold Advisors
New York
$206K -$17.5K -446 -8%
RWM
184
Rockwood Wealth Management
Pennsylvania
$205K +$205K +5,216 New
SWM
185
Sterling Wealth Management
Illinois
$203K +$203K +5,168 New
RTL
186
Red Tortoise LLC
Georgia
$187K
JWA
187
JFS Wealth Advisors
Pennsylvania
$185K
CW
188
Curio Wealth
Maryland
$184K +$184K +4,684 +117,100%
CA
189
Clearstead Advisors
Ohio
$165K
EWA
190
EP Wealth Advisors
California
$157K -$1.77K -45 -1%
LI
191
LRI Investments
Florida
$138K +$3.73K +95 +3%
BAM
192
Bellevue Asset Management
Washington
$129K +$314 +8 +0.2%
PWM
193
Parkworth Wealth Management
California
$128K +$41.4K +1,056 +48%
WPA
194
Wealth Preservation Advisors
Tennessee
$127K
RLIM
195
Red Lighthouse Investment Management
New York
$126K -$20.6K -526 -14%
AF
196
Allworth Financial
California
$114K -$99.8K -2,542 -47%
SRCM
197
Signature Resources Capital Management
California
$110K +$6.79K +173 +7%
GJIA
198
Glass Jacobson Investment Advisors
Maryland
$109K +$471 +12 +0.4%
NC
199
North Capital
Utah
$104K -$52.1K -1,327 -33%
IA
200
IFP Advisors
Florida
$80.5K +$2.08K +53 +3%