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Dimensional US Sustainability Core 1 ETF

213 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, 45 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
213
Holders Change
+12
Holders Change %
+5.97%
% of All Funds
2.86%
Holding in Top 10
17
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+13.33%
% of All Funds
0.23%
New
27
Increased
112
Reduced
45
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
RWM
201
Rialto Wealth Management
New York
$75.4K
GRP
202
Global Retirement Partners
California
$73.3K +$73.3K +1,868 New
Qube Research & Technologies (QRT)
203
Qube Research & Technologies (QRT)
United Kingdom
$62.1K +$62.1K +1,581 New
CMBA
204
C.M. Bidwell & Associates
Hawaii
$58.9K
Royal Bank of Canada
205
Royal Bank of Canada
Ontario, Canada
$58K +$9.02K +229 +18%
CPA
206
Cardiff Park Advisors
California
$50.3K +$118 +3 +0.2%
GWSG
207
GPS Wealth Strategies Group
Colorado
$27.6K
PS
208
Pinney & Scofield
Massachusetts
$16.7K +$39 +1 +0.2%
ACM
209
Anfield Capital Management
California
$13.7K
EWA
210
Elevate Wealth Advisory
Georgia
$13.2K
SAM
211
Smartleaf Asset Management
Massachusetts
$11.7K +$11.7K +300 New
MCM
212
MAI Capital Management
Ohio
$5.42K +$5.42K +138 New
SFC
213
SYM Financial Corp
Indiana
$4.71K
SW
214
Simplicity Wealth
New Jersey
-$2.99M -83,566 Closed
DWA
215
Delap Wealth Advisory
Oregon
-$1.3M -36,355 Closed
Jane Street
216
Jane Street
New York
-$949K -26,506 Closed
MWA
217
Monograph Wealth Advisors
California
-$543K -15,175 Closed
Rockefeller Capital Management
218
Rockefeller Capital Management
New York
-$460K -12,835 Closed
MFA
219
McClarren Financial Advisors
Pennsylvania
-$151K -4,235 Closed
ACA
220
Aptus Capital Advisors
Alabama
-$11.7K -326 Closed
QC
221
Quent Capital
New York
-$72 -2 Closed