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Dimensional US Sustainability Core 1 ETF

254 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, 136 increasing their positions, 58 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
254
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
18
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
NCM
26
New Capital Management
Texas
$10.2M
OIA
27
OneDigital Investment Advisors
Kansas
$9.41M
EFP
28
Elser Financial Planning
Indiana
$9.28M
SIC
29
SJS Investment Consulting
Ohio
$8.64M
NL
30
NWAM LLC
Washington
$8.6M
MWM
31
Momentous Wealth Management
Washington
$7.97M
PCI
32
Planning Center Inc
Illinois
$7.59M
CPCM
33
Cardinal Point Capital Management
Ontario, Canada
$7.51M
Corient Private Wealth
34
Corient Private Wealth
Florida
$7.29M
BJB
35
Broadhurst Jeffrey B
$6.91M
LPL Financial
36
LPL Financial
California
$6.89M
SFA
37
Sequoia Financial Advisors
Ohio
$6.22M
AIC
38
Allodium Investment Consultants
Minnesota
$6M
EWP
39
Elevation Wealth Partners
California
$5.92M
DFP
40
Donalies Financial Planning
District of Columbia
$5.55M
MMA
41
Miracle Mile Advisors
California
$5.45M
RIP
42
RAM Investment Partners
Washington
$5.28M
RIM
43
Rockbridge Investment Management
New York
$5.26M
WMS
44
Wealth Management Strategies
Pennsylvania
$5.1M
Brown Advisory
45
Brown Advisory
Maryland
$5.02M
EFN
46
Equita Financial Network
Pennsylvania
$4.89M
FG
47
Foster Group
Iowa
$4.84M
ACM
48
Aspen Capital Management
Idaho
$4.7M
RFP
49
Root Financial Partners
California
$4.69M
MGW
50
MB Generational Wealth
Washington
$4.31M