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Dimensional US Sustainability Core 1 ETF

256 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, 59 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

132% more repeat investments, than reductions

Existing positions increased: 137 | Existing positions reduced: 59

43% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 14

0% more funds holding

Funds holding: 256256 (0)

0.57% less ownership

Funds ownership: 76.62%76.05% (-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
256
Holders Change
Holders Change %
0%
% of All Funds
3.15%
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
59
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PA
226
PW Advisors
Florida
$225K -$13.3K -307 -5%
CW
227
Curio Wealth
Maryland
$221K
Morgan Stanley
228
Morgan Stanley
New York
$210K +$138K +3,186 +166%
CAM
229
Clarity Asset Management
Iowa
$207K +$218K +5,049 New
RTL
230
Red Tortoise LLC
Georgia
$196K
JWA
231
JFS Wealth Advisors
Pennsylvania
$186K -$8.47K -196 -4%
Bank of Montreal
232
Bank of Montreal
Ontario, Canada
$175K
ACA
233
American Capital Advisory
Idaho
$150K +$158K +3,656 New
LI
234
LRI Investments
Florida
$144K
BAM
235
Bellevue Asset Management
Washington
$136K +$346 +8 +0.2%
TWM
236
Timmons Wealth Management
Massachusetts
$125K +$2.03K +47 +2%
AF
237
Allworth Financial
California
$124K +$4.19K +97 +3%
BH
238
Burk Holdings
Oklahoma
$99.6K +$105K +2,424 New
IA
239
IFP Advisors
Florida
$94.7K -$27.7K -641 -22%
MWA
240
Medallion Wealth Advisors
Connecticut
$72.4K
CPA
241
Cardiff Park Advisors
California
$66.9K +$173 +4 +0.2%
CMBA
242
C.M. Bidwell & Associates
Hawaii
$61.6K
PS
243
Pinney & Scofield
Massachusetts
$53.3K -$12.7K -293 -18%
RWM
244
Rialto Wealth Management
New York
$44.5K
LFG
245
Larson Financial Group
Missouri
$41.2K
Qube Research & Technologies (QRT)
246
Qube Research & Technologies (QRT)
United Kingdom
$35.7K -$2.08K -48 -5%
DF
247
Dunhill Financial
United Kingdom
$31K +$23.3K +540 +251%
Northwestern Mutual Wealth Management
248
Northwestern Mutual Wealth Management
Wisconsin
$15.9K
ACM
249
Anfield Capital Management
California
$14.4K
EWA
250
Elevate Wealth Advisory
Georgia
$13.8K