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Dimensional US Sustainability Core 1 ETF

228 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, 111 increasing their positions, 58 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
228
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
ODA
201
One Degree Advisors
California
$203K
RTL
202
Red Tortoise LLC
Georgia
$202K
JWA
203
JFS Wealth Advisors
Pennsylvania
$200K
CA
204
Clearstead Advisors
Ohio
$178K
LI
205
LRI Investments
Florida
$149K
BAM
206
Bellevue Asset Management
Washington
$140K
WPA
207
Wealth Preservation Advisors
Tennessee
$138K
AF
208
Allworth Financial
California
$124K
Bank of Montreal
209
Bank of Montreal
Ontario, Canada
$119K
IA
210
IFP Advisors
Florida
$116K
NC
211
North Capital
Utah
$113K
RLIM
212
Red Lighthouse Investment Management
New York
$90.6K
GRP
213
Global Retirement Partners
California
$79.3K
CMBA
214
C.M. Bidwell & Associates
Hawaii
$63.7K
CPA
215
Cardiff Park Advisors
California
$54.6K
RWM
216
Rialto Wealth Management
New York
$46K
Qube Research & Technologies (QRT)
217
Qube Research & Technologies (QRT)
United Kingdom
$43.4K
GWSG
218
GPS Wealth Strategies Group
Colorado
$29.9K
Royal Bank of Canada
219
Royal Bank of Canada
Ontario, Canada
$22K
PS
220
Pinney & Scofield
Massachusetts
$18.9K
ACM
221
Anfield Capital Management
California
$14.9K
EWA
222
Elevate Wealth Advisory
Georgia
$14.3K
SAM
223
Smartleaf Asset Management
Massachusetts
$12.7K
AC
224
AlphaCore Capital
California
$12.7K
MCM
225
MAI Capital Management
Ohio
$5.86K