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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
NCM
26
New Capital Management
Texas
$10.2M -$814K -18,827 -7%
OIA
27
OneDigital Investment Advisors
Kansas
$9.41M +$566K +13,091 +6%
EFP
28
Elser Financial Planning
Indiana
$9.28M +$9.77M +226,039 New
SIC
29
SJS Investment Consulting
Ohio
$8.64M -$18.8K -435 -0.2%
NL
30
NWAM LLC
Washington
$8.6M +$135K +3,115 +2%
MWM
31
Momentous Wealth Management
Washington
$7.97M +$422K +9,767 +5%
PCI
32
Planning Center Inc
Illinois
$7.59M +$90K +2,081 +1%
CPCM
33
Cardinal Point Capital Management
Ontario, Canada
$7.51M -$323K -7,479 -4%
Corient Private Wealth
34
Corient Private Wealth
Florida
$7.29M -$5.35M -123,676 -37%
BJB
35
Broadhurst Jeffrey B
$6.91M +$648K +14,999 +10%
LPL Financial
36
LPL Financial
California
$6.89M +$909K +21,019 +14%
SFA
37
Sequoia Financial Advisors
Ohio
$6.22M +$2.81K +65 +0%
AIC
38
Allodium Investment Consultants
Minnesota
$6M +$601K +13,904 +11%
EWP
39
Elevation Wealth Partners
California
$5.92M +$15.3K +355 +0.2%
DFP
40
Donalies Financial Planning
District of Columbia
$5.55M -$1.56K -36 -0%
MMA
41
Miracle Mile Advisors
California
$5.45M -$446K -10,305 -7%
RIP
42
RAM Investment Partners
Washington
$5.28M +$325K +7,511 +6%
RIM
43
Rockbridge Investment Management
New York
$5.26M +$1.38K +32 +0%
WMS
44
Wealth Management Strategies
Pennsylvania
$5.1M +$12.6K +291 +0.2%
Brown Advisory
45
Brown Advisory
Maryland
$5.02M +$3.64M +84,092 +221%
EFN
46
Equita Financial Network
Pennsylvania
$4.89M +$839K +19,418 +19%
FG
47
Foster Group
Iowa
$4.84M +$33.6K +777 +0.7%
ACM
48
Aspen Capital Management
Idaho
$4.7M -$199K -4,595 -4%
RFP
49
Root Financial Partners
California
$4.69M +$2.5M +57,862 +103%
MGW
50
MB Generational Wealth
Washington
$4.31M +$251K +5,796 +6%