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Dimensional US Sustainability Core 1 ETF

201 hedge funds and large institutions have $910M invested in Dimensional US Sustainability Core 1 ETF in 2025 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 98 increasing their positions, 49 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
201
Holders Change
+9
Holders Change %
+4.69%
% of All Funds
2.73%
Holding in Top 10
15
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-21.05%
% of All Funds
0.2%
New
21
Increased
98
Reduced
49
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
RTL
176
Red Tortoise LLC
Georgia
$171K
JWA
177
JFS Wealth Advisors
Pennsylvania
$169K
MFA
178
McClarren Financial Advisors
Pennsylvania
$151K -$12.4K -349 -8%
CA
179
Clearstead Advisors
Ohio
$150K +$27.6K +770 +22%
EWA
180
EP Wealth Advisors
California
$145K +$145K +4,047 New
NC
181
North Capital
Utah
$143K +$143K +3,983 New
RLIM
182
Red Lighthouse Investment Management
New York
$129K
LI
183
LRI Investments
Florida
$122K
BAM
184
Bellevue Asset Management
Washington
$118K +$251 +7 +0.2%
WPA
185
Wealth Preservation Advisors
Tennessee
$116K +$116K +3,245 New
GJIA
186
Glass Jacobson Investment Advisors
Maryland
$105K
SRCM
187
Signature Resources Capital Management
California
$94.5K +$53.7K +1,500 +132%
GWM
188
Grand Wealth Management
Michigan
$93.7K -$50.1K -1,399 -35%
PWM
189
Parkworth Wealth Management
California
$78.7K +$143 +4 +0.2%
IA
190
IFP Advisors
Florida
$71.5K +$1.15K +32 +2%
RWM
191
Rialto Wealth Management
New York
$68.8K
CMBA
192
C.M. Bidwell & Associates
Hawaii
$53.7K
CPA
193
Cardiff Park Advisors
California
$45.8K +$107 +3 +0.2%
Royal Bank of Canada
194
Royal Bank of Canada
Ontario, Canada
$44K +$44K +1,244 New
GWSG
195
GPS Wealth Strategies Group
Colorado
$25.2K
PS
196
Pinney & Scofield
Massachusetts
$15.2K +$9.28K +259 +156%
ACM
197
Anfield Capital Management
California
$12.5K
EWA
198
Elevate Wealth Advisory
Georgia
$12.1K
ACA
199
Aptus Capital Advisors
Alabama
$11.7K
SFC
200
SYM Financial Corp
Indiana
$4.3K