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Dimensional US Sustainability Core 1 ETF

214 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, 46 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
214
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
17
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
IWS
176
Integrity Wealth Solutions
Colorado
$227K
HIA
177
HTG Investment Advisors
Connecticut
$227K
PWM
178
PBMares Wealth Management
Virginia
$225K
TFM
179
Trademark Financial Management
Minnesota
$224K
PWM
180
Penobscot Wealth Management
Maine
$223K
SOAG
181
Silver Oak Advisory Group
Oregon
$220K
BP
182
BWM Planning
Texas
$215K
Citadel Advisors
183
Citadel Advisors
Florida
$207K
HA
184
Herold Advisors
New York
$206K
RWM
185
Rockwood Wealth Management
Pennsylvania
$205K
SWM
186
Sterling Wealth Management
Illinois
$203K
RTL
187
Red Tortoise LLC
Georgia
$187K
JWA
188
JFS Wealth Advisors
Pennsylvania
$185K
CW
189
Curio Wealth
Maryland
$184K
CA
190
Clearstead Advisors
Ohio
$165K
EWA
191
EP Wealth Advisors
California
$157K
LI
192
LRI Investments
Florida
$138K
BAM
193
Bellevue Asset Management
Washington
$129K
PWM
194
Parkworth Wealth Management
California
$128K
WPA
195
Wealth Preservation Advisors
Tennessee
$127K
RLIM
196
Red Lighthouse Investment Management
New York
$126K
AF
197
Allworth Financial
California
$114K
SRCM
198
Signature Resources Capital Management
California
$110K
GJIA
199
Glass Jacobson Investment Advisors
Maryland
$109K
NC
200
North Capital
Utah
$104K