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Dimensional US Sustainability Core 1 ETF

255 hedge funds and large institutions have $1.41B invested in Dimensional US Sustainability Core 1 ETF in 2026 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 137 increasing their positions, 58 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

136% more repeat investments, than reductions

Existing positions increased: 137 | Existing positions reduced: 58

43% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 14

0% more funds holding

Funds holding: 255255 (0)

0.57% less ownership

Funds ownership: 76.56%75.99% (-0.57%)

1% less capital invested

Capital invested by funds: $1.42B → $1.41B (-$11.4M)

22% less funds holding in top 10

Funds holding in top 10: 2318 (-5)

Holders
255
Holders Change
Holders Change %
0%
% of All Funds
3.14%
Holding in Top 10
18
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-21.74%
% of All Funds
0.22%
New
20
Increased
137
Reduced
58
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CW
226
Curio Wealth
Maryland
$221K
Morgan Stanley
227
Morgan Stanley
New York
$210K +$138K +3,186 +166%
CAM
228
Clarity Asset Management
Iowa
$207K +$218K +5,049 New
RTL
229
Red Tortoise LLC
Georgia
$196K
JWA
230
JFS Wealth Advisors
Pennsylvania
$186K -$8.47K -196 -4%
Bank of Montreal
231
Bank of Montreal
Ontario, Canada
$175K
ACA
232
American Capital Advisory
Idaho
$150K +$158K +3,656 New
LI
233
LRI Investments
Florida
$144K
BAM
234
Bellevue Asset Management
Washington
$136K +$346 +8 +0.2%
TWM
235
Timmons Wealth Management
Massachusetts
$125K +$2.03K +47 +2%
AF
236
Allworth Financial
California
$124K +$4.19K +97 +3%
BH
237
Burk Holdings
Oklahoma
$99.6K +$105K +2,424 New
IA
238
IFP Advisors
Florida
$94.7K -$27.7K -641 -22%
MWA
239
Medallion Wealth Advisors
Connecticut
$72.4K
CPA
240
Cardiff Park Advisors
California
$66.9K +$173 +4 +0.2%
CMBA
241
C.M. Bidwell & Associates
Hawaii
$61.6K
PS
242
Pinney & Scofield
Massachusetts
$53.3K -$12.7K -293 -18%
RWM
243
Rialto Wealth Management
New York
$44.5K
LFG
244
Larson Financial Group
Missouri
$41.2K
Qube Research & Technologies (QRT)
245
Qube Research & Technologies (QRT)
United Kingdom
$35.7K -$2.08K -48 -5%
DF
246
Dunhill Financial
United Kingdom
$31K +$23.3K +540 +251%
Northwestern Mutual Wealth Management
247
Northwestern Mutual Wealth Management
Wisconsin
$15.9K
ACM
248
Anfield Capital Management
California
$14.4K
EWA
249
Elevate Wealth Advisory
Georgia
$13.8K
AC
250
AlphaCore Capital
California
$12.2K