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Dimensional US Sustainability Core 1 ETF

252 hedge funds and large institutions have $1.42B invested in Dimensional US Sustainability Core 1 ETF in 2025 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 121 increasing their positions, 58 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
252
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
RSWA
201
Robinson Smith Wealth Advisors
Maine
$273K
SPI
202
Sutton Place Investors
New York
$271K
Creative Planning
203
Creative Planning
Kansas
$258K
ACC
204
Acorn Creek Capital
Colorado
$256K
GAM
205
Gemmer Asset Management
California
$256K
PWS
206
Physician Wealth Solutions
Nevada
$252K
PA
207
PW Advisors
Florida
$251K
TFM
208
Trademark Financial Management
Minnesota
$243K
KCA
209
Kilner Capital Advisors
Maryland
$242K
IWS
210
Integrity Wealth Solutions
Colorado
$239K
WTA
211
Washington Trust Advisors
Massachusetts
$239K
BP
212
BWM Planning
Texas
$238K
CW
213
Curio Wealth
Maryland
$237K
PWM
214
Penobscot Wealth Management
Maine
$230K
FWM
215
FMB Wealth Management
California
$225K
SWM
216
Sterling Wealth Management
Illinois
$224K
PAG
217
Private Advisory Group
Washington
$220K
SF
218
SageOak Financial
Oklahoma
$211K
RTL
219
Red Tortoise LLC
Georgia
$207K
KCWM
220
Kane Co Wealth Management
Iowa
$205K
JWA
221
JFS Wealth Advisors
Pennsylvania
$205K
ODA
222
One Degree Advisors
California
$202K
Bank of Montreal
223
Bank of Montreal
Ontario, Canada
$185K
CA
224
Clearstead Advisors
Ohio
$182K
LI
225
LRI Investments
Florida
$153K