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Dimensional US Sustainability Core 1 ETF

250 hedge funds and large institutions have $1.41B invested in Dimensional US Sustainability Core 1 ETF in 2025 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 119 increasing their positions, 58 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
250
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
22
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
Envestnet Asset Management
176
Envestnet Asset Management
Illinois
$354K
VIA
177
Vickerman Investment Advisors
Washington
$351K
PCIA
178
Prime Capital Investment Advisors
Kansas
$350K
TAWM
179
Three Arch Wealth Management
California
$349K
CMP
180
Coston McIsaac & Partners
Maine
$345K
FF
181
Foundry Financial
California
$337K
MCM
182
Morton Capital Management
California
$335K
AWP
183
Astra Wealth Partners
New Jersey
$335K
LPT
184
Legacy Private Trust
Wisconsin
$328K
MW
185
Marrick Wealth
California
$320K
MSWM
186
McGlone Suttner Wealth Management
Wisconsin
$318K
LWP
187
Laurel Wealth Planning
Minnesota
$315K
GJIA
188
Glass Jacobson Investment Advisors
Maryland
$314K
BAWC
189
Boyce & Associates Wealth Consulting
Texas
$314K
EWA
190
Exencial Wealth Advisors
Oklahoma
$314K
QWM
191
Quadcap Wealth Management
Texas
$310K
GWM
192
Grand Wealth Management
Michigan
$310K
SFG
193
SNS Financial Group
Minnesota
$310K
PWP
194
Parkwoods Wealth Partners
New York
$305K
MWM
195
MBE Wealth Management
Wisconsin
$305K
AAM
196
Austin Asset Management
Texas
$295K
AWM
197
Avior Wealth Management
Nebraska
$293K
AFA
198
Alpha Financial Advisors
North Carolina
$290K
VWM
199
Verus Wealth Management
Wisconsin
$287K
RSWA
200
Robinson Smith Wealth Advisors
Maine
$273K