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Dimensional US Sustainability Core 1 ETF

213 hedge funds and large institutions have $1.09B invested in Dimensional US Sustainability Core 1 ETF in 2025 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 112 increasing their positions, 45 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
213
Holders Change
+12
Holders Change %
+5.97%
% of All Funds
2.86%
Holding in Top 10
17
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+13.33%
% of All Funds
0.23%
New
27
Increased
112
Reduced
45
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
RS
1
Retirement Solution
Washington
$214M +$710K +18,094 +0.3%
QFA
2
Quantum Financial Advisors
California
$94.2M +$4.67M +118,949 +5%
AC
3
AWM Capital
Arizona
$88.7M -$31.2M -795,228 -26%
MPW
4
MASECO Private Wealth
$72.2M +$72.2M +1,837,409 New
Focus Partners Wealth
5
Focus Partners Wealth
Massachusetts
$71.6M +$23.9M +608,538 +50%
AWP
6
Abacus Wealth Partners
California
$48.5M +$10.3M +262,223 +27%
CC
7
Citrine Capital
California
$42.5M +$3.5M +89,160 +9%
LAMNM
8
Longview Asset Management (New Mexico)
New Mexico
$27.6M +$1.62M +41,200 +6%
FFM
9
Forum Financial Management
Illinois
$16.3M +$775K +19,746 +5%
Wealth Enhancement Advisory Services
10
Wealth Enhancement Advisory Services
Minnesota
$16.3M -$196K -4,905 -1%
GC
11
Gibson Capital
Pennsylvania
$15.3M -$78 -2 -0%
FPAS
12
Focus Partners Advisor Solutions
Missouri
$14.6M -$702K -17,881 -5%
HFS
13
Heritage Financial Services
Massachusetts
$13.3M +$931K +23,716 +8%
Pathstone Holdings
14
Pathstone Holdings
New Jersey
$13.3M -$454K -11,575 -3%
WCWM
15
Willow Creek Wealth Management
California
$12.5M -$958K -24,406 -7%
TFP
16
Triune Financial Partners
Kansas
$11M +$11M +279,197 New
NCM
17
New Capital Management
Texas
$10.7M -$1.62M -41,393 -13%
PFA
18
Pure Financial Advisors
California
$10.4M +$4.53M +115,458 +77%
AC
19
Apella Capital
Connecticut
$8.62M +$744K +18,778 +9%
PCI
20
Planning Center Inc
Illinois
$8.14M +$462K +11,758 +6%
SIC
21
SJS Investment Consulting
Ohio
$8.02M +$536K +13,657 +7%
NL
22
NWAM LLC
Washington
$8M -$348K -8,866 -4%
WA
23
Wealth Architects
California
$7.88M +$2.32M +59,229 +42%
BJL
24
Brighton Jones LLC
Washington
$7.66M +$2.22M +56,551 +41%
QHA
25
Quarry Hill Advisors
Minnesota
$7.62M +$795K +20,257 +12%