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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
SPI
201
Sutton Place Investors
New York
$271K
Creative Planning
202
Creative Planning
Kansas
$258K
ACC
203
Acorn Creek Capital
Colorado
$256K
GAM
204
Gemmer Asset Management
California
$256K
PWS
205
Physician Wealth Solutions
Nevada
$252K
PA
206
PW Advisors
Florida
$251K
TFM
207
Trademark Financial Management
Minnesota
$243K
KCA
208
Kilner Capital Advisors
Maryland
$242K
IWS
209
Integrity Wealth Solutions
Colorado
$239K
WTA
210
Washington Trust Advisors
Massachusetts
$239K
BP
211
BWM Planning
Texas
$238K
CW
212
Curio Wealth
Maryland
$237K
PWM
213
Penobscot Wealth Management
Maine
$230K
FWM
214
FMB Wealth Management
California
$225K
SWM
215
Sterling Wealth Management
Illinois
$224K
PAG
216
Private Advisory Group
Washington
$220K
SF
217
SageOak Financial
Oklahoma
$211K
RTL
218
Red Tortoise LLC
Georgia
$207K
KCWM
219
Kane Co Wealth Management
Iowa
$205K
JWA
220
JFS Wealth Advisors
Pennsylvania
$205K
ODA
221
One Degree Advisors
California
$202K
Bank of Montreal
222
Bank of Montreal
Ontario, Canada
$185K
CA
223
Clearstead Advisors
Ohio
$182K
LI
224
LRI Investments
Florida
$153K
BAM
225
Bellevue Asset Management
Washington
$144K