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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
SAM
251
Smartleaf Asset Management
Massachusetts
$12K
PFA
252
Pillar Financial Advisors
Kentucky
$8.38K +$8.82K +204 New
Rockefeller Capital Management
253
Rockefeller Capital Management
New York
$7.6K
MCM
254
MAI Capital Management
Ohio
$5.67K
QC
255
Quent Capital
New York
$205 -$130 -3 -38%
MG
256
Mather Group
Illinois
$15
BJL
257
Brighton Jones LLC
Washington
-$8.73M -200,901 Closed
PA
258
ProCore Advisors
California
-$2.37M -54,657 Closed
LPT
259
Legacy Private Trust
Wisconsin
-$328K -7,547 Closed
PWP
260
Parkwoods Wealth Partners
New York
-$305K -7,027 Closed
Creative Planning
261
Creative Planning
Kansas
-$258K -5,936 Closed
PWM
262
Penobscot Wealth Management
Maine
-$230K -5,302 Closed
SWM
263
Sterling Wealth Management
Illinois
-$224K -5,152 Closed
SF
264
SageOak Financial
Oklahoma
-$211K -4,853 Closed
KCWM
265
Kane Co Wealth Management
Iowa
-$205K -4,725 Closed
ODA
266
One Degree Advisors
California
-$202K -4,660 Closed
WPA
267
Wealth Preservation Advisors
Tennessee
-$141K -3,245 Closed
RLIM
268
Red Lighthouse Investment Management
New York
-$84.6K -1,948 Closed
UBS Group
269
UBS Group
Switzerland
-$15.5K -357 Closed
SFC
270
SYM Financial Corp
Indiana
-$5.21K -120 Closed