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Dimensional US Sustainability Core 1 ETF

224 hedge funds and large institutions have $1.29B invested in Dimensional US Sustainability Core 1 ETF in 2025 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 109 increasing their positions, 56 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
224
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
18
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
JWA
201
JFS Wealth Advisors
Pennsylvania
$200K
CA
202
Clearstead Advisors
Ohio
$178K
LI
203
LRI Investments
Florida
$149K
BAM
204
Bellevue Asset Management
Washington
$140K
WPA
205
Wealth Preservation Advisors
Tennessee
$138K
Bank of Montreal
206
Bank of Montreal
Ontario, Canada
$119K
NC
207
North Capital
Utah
$113K
RLIM
208
Red Lighthouse Investment Management
New York
$90.6K
GRP
209
Global Retirement Partners
California
$79.3K
CMBA
210
C.M. Bidwell & Associates
Hawaii
$63.7K
CPA
211
Cardiff Park Advisors
California
$54.6K
RWM
212
Rialto Wealth Management
New York
$46K
Qube Research & Technologies (QRT)
213
Qube Research & Technologies (QRT)
United Kingdom
$43.4K
GWSG
214
GPS Wealth Strategies Group
Colorado
$29.9K
Royal Bank of Canada
215
Royal Bank of Canada
Ontario, Canada
$22K
PS
216
Pinney & Scofield
Massachusetts
$18.9K
ACM
217
Anfield Capital Management
California
$14.9K
EWA
218
Elevate Wealth Advisory
Georgia
$14.3K
SAM
219
Smartleaf Asset Management
Massachusetts
$12.7K
AC
220
AlphaCore Capital
California
$12.7K
MCM
221
MAI Capital Management
Ohio
$5.86K
SFC
222
SYM Financial Corp
Indiana
$5.1K
QC
223
Quent Capital
New York
$340
Morgan Stanley
224
Morgan Stanley
New York
$54