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Dimensional US Sustainability Core 1 ETF

230 hedge funds and large institutions have $1.3B invested in Dimensional US Sustainability Core 1 ETF in 2025 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 112 increasing their positions, 58 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
230
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
CW
201
Curio Wealth
Maryland
$206K
ODA
202
One Degree Advisors
California
$203K
RTL
203
Red Tortoise LLC
Georgia
$202K
JWA
204
JFS Wealth Advisors
Pennsylvania
$200K
CA
205
Clearstead Advisors
Ohio
$178K
LI
206
LRI Investments
Florida
$149K
BAM
207
Bellevue Asset Management
Washington
$140K
WPA
208
Wealth Preservation Advisors
Tennessee
$138K
AF
209
Allworth Financial
California
$124K
Bank of Montreal
210
Bank of Montreal
Ontario, Canada
$119K
IA
211
IFP Advisors
Florida
$116K
NC
212
North Capital
Utah
$113K
RLIM
213
Red Lighthouse Investment Management
New York
$90.6K
GRP
214
Global Retirement Partners
California
$79.3K
CMBA
215
C.M. Bidwell & Associates
Hawaii
$63.7K
CPA
216
Cardiff Park Advisors
California
$54.6K
RWM
217
Rialto Wealth Management
New York
$46K
Qube Research & Technologies (QRT)
218
Qube Research & Technologies (QRT)
United Kingdom
$43.4K
NSG
219
Nalls Sherbakoff Group
Tennessee
$39.3K
GWSG
220
GPS Wealth Strategies Group
Colorado
$29.9K
Royal Bank of Canada
221
Royal Bank of Canada
Ontario, Canada
$22K
PS
222
Pinney & Scofield
Massachusetts
$18.9K
ACM
223
Anfield Capital Management
California
$14.9K
EWA
224
Elevate Wealth Advisory
Georgia
$14.3K
SAM
225
Smartleaf Asset Management
Massachusetts
$12.7K