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Dimensional US Sustainability Core 1 ETF

202 hedge funds and large institutions have $911M invested in Dimensional US Sustainability Core 1 ETF in 2025 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 99 increasing their positions, 49 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
202
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
15
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
EWP
176
Elevation Wealth Partners
California
$187K
RTL
177
Red Tortoise LLC
Georgia
$171K
JWA
178
JFS Wealth Advisors
Pennsylvania
$169K
MFA
179
McClarren Financial Advisors
Pennsylvania
$151K
CA
180
Clearstead Advisors
Ohio
$150K
EWA
181
EP Wealth Advisors
California
$145K
NC
182
North Capital
Utah
$143K
RLIM
183
Red Lighthouse Investment Management
New York
$129K
LI
184
LRI Investments
Florida
$122K
BAM
185
Bellevue Asset Management
Washington
$118K
WPA
186
Wealth Preservation Advisors
Tennessee
$116K
GJIA
187
Glass Jacobson Investment Advisors
Maryland
$105K
SRCM
188
Signature Resources Capital Management
California
$94.5K
GWM
189
Grand Wealth Management
Michigan
$93.7K
PWM
190
Parkworth Wealth Management
California
$78.7K
IA
191
IFP Advisors
Florida
$71.5K
RWM
192
Rialto Wealth Management
New York
$68.8K
CMBA
193
C.M. Bidwell & Associates
Hawaii
$53.7K
CPA
194
Cardiff Park Advisors
California
$45.8K
Royal Bank of Canada
195
Royal Bank of Canada
Ontario, Canada
$44K
GWSG
196
GPS Wealth Strategies Group
Colorado
$25.2K
PS
197
Pinney & Scofield
Massachusetts
$15.2K
ACM
198
Anfield Capital Management
California
$12.5K
EWA
199
Elevate Wealth Advisory
Georgia
$12.1K
ACA
200
Aptus Capital Advisors
Alabama
$11.7K