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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
Commonwealth Equity Services
51
Commonwealth Equity Services
Massachusetts
$4.06M
NCM
52
Northland Capital Management
Minnesota
$4.03M
AA
53
Addison Advisors
Vermont
$4.01M
TI
54
Truepoint Inc
Ohio
$3.8M
CPIG
55
Chicago Partners Investment Group
Illinois
$3.74M
SSC
56
Syverson Strege & Co
Iowa
$3.61M
PWM
57
Perigon Wealth Management
California
$3.57M
Raymond James Financial
58
Raymond James Financial
Florida
$3.51M
WUW
59
Wheels Up Wealth
California
$3.44M
LAMC
60
Longview Asset Management (California)
California
$2.93M
BEW
61
Burton Enright Welch
California
$2.89M
LFA
62
Level Financial Advisors
New York
$2.8M
PFG
63
Premier Financial Group
California
$2.8M
ADL
64
Asset Dedication LLC
California
$2.67M
BWA
65
Babb Wealth Advisors
Arizona
$2.62M
FWMP
66
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$2.49M
VT
67
Vise Technologies
New York
$2.46M
SCA
68
Sensenig Capital Advisors
Pennsylvania
$2.46M
CCC
69
Compass Capital Corp
Massachusetts
$2.28M
DPW
70
DiNuzzo Private Wealth
Pennsylvania
$2.27M
B
71
BetterWealth
California
$2.27M
FFM
72
Flagstone Financial Management
Nebraska
$2.22M
PAG
73
Private Advisor Group
New Jersey
$2.2M
UWM
74
United Wealth Management
Virginia
$2.13M
RIM
75
RW Investment Management
Idaho
$2.07M