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Dimensional US Sustainability Core 1 ETF

202 hedge funds and large institutions have $911M invested in Dimensional US Sustainability Core 1 ETF in 2025 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 99 increasing their positions, 49 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
202
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
15
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
RS
1
Retirement Solution
Washington
$194M
AC
2
AWM Capital
Arizona
$109M
QFA
3
Quantum Financial Advisors
California
$81.7M
Focus Partners Wealth
4
Focus Partners Wealth
Massachusetts
$43.5M
CC
5
Citrine Capital
California
$35.6M
AWP
6
Abacus Wealth Partners
California
$34.8M
LAMNM
7
Longview Asset Management (New Mexico)
New Mexico
$23.7M
AP
8
Adero Partners
California
$20.2M
Wealth Enhancement Advisory Services
9
Wealth Enhancement Advisory Services
Minnesota
$14.8M
FFM
10
Forum Financial Management
Illinois
$14.2M
GC
11
Gibson Capital
Pennsylvania
$14M
FPAS
12
Focus Partners Advisor Solutions
Missouri
$14M
Pathstone Holdings
13
Pathstone Holdings
New Jersey
$12.8M
WCWM
14
Willow Creek Wealth Management
California
$12.3M
HFS
15
Heritage Financial Services
Massachusetts
$11.3M
NCM
16
New Capital Management
Texas
$11.2M
WC
17
Wolfstich Capital
Massachusetts
$9.94M
NL
18
NWAM LLC
Washington
$7.62M
BOC
19
Blue Oak Capital
California
$7.6M
OIA
20
OneDigital Investment Advisors
Kansas
$7.14M
PCI
21
Planning Center Inc
Illinois
$7.01M
AC
22
Apella Capital
Connecticut
$6.9M
Corient Private Wealth
23
Corient Private Wealth
Florida
$6.88M
SIC
24
SJS Investment Consulting
Ohio
$6.83M
CPCM
25
Cardinal Point Capital Management
Ontario, Canada
$6.59M