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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
Commonwealth Equity Services
51
Commonwealth Equity Services
Massachusetts
$4.06M +$93.4K +2,160 +2%
NCM
52
Northland Capital Management
Minnesota
$4.03M -$1.43M -33,081 -25%
AA
53
Addison Advisors
Vermont
$4.01M +$101K +2,336 +2%
TI
54
Truepoint Inc
Ohio
$3.8M +$21K +486 +0.5%
CPIG
55
Chicago Partners Investment Group
Illinois
$3.74M +$70.4K +1,628 +2%
SSC
56
Syverson Strege & Co
Iowa
$3.61M -$4.02K -93 -0.1%
PWM
57
Perigon Wealth Management
California
$3.57M +$911K +21,065 +32%
Raymond James Financial
58
Raymond James Financial
Florida
$3.51M +$319K +7,384 +9%
WUW
59
Wheels Up Wealth
California
$3.44M -$13.5K -313 -0.4%
LAMC
60
Longview Asset Management (California)
California
$2.93M +$384K +8,882 +14%
BEW
61
Burton Enright Welch
California
$2.89M +$456K +10,557 +18%
LFA
62
Level Financial Advisors
New York
$2.8M -$50.3K -1,164 -2%
PFG
63
Premier Financial Group
California
$2.8M +$55.3K +1,278 +2%
ADL
64
Asset Dedication LLC
California
$2.67M -$856K -19,811 -23%
BWA
65
Babb Wealth Advisors
Arizona
$2.62M +$205K +4,748 +8%
FWMP
66
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$2.49M +$34.8K +805 +1%
VT
67
Vise Technologies
New York
$2.46M
SCA
68
Sensenig Capital Advisors
Pennsylvania
$2.46M -$361K -8,347 -12%
CCC
69
Compass Capital Corp
Massachusetts
$2.28M +$45.9K +1,061 +2%
DPW
70
DiNuzzo Private Wealth
Pennsylvania
$2.27M +$208K +4,817 +10%
B
71
BetterWealth
California
$2.27M -$28.1K -649 -1%
FFM
72
Flagstone Financial Management
Nebraska
$2.22M +$88.9K +2,056 +4%
PAG
73
Private Advisor Group
New Jersey
$2.2M +$434K +10,035 +23%
UWM
74
United Wealth Management
Virginia
$2.13M +$2.51K +58 +0.1%
RIM
75
RW Investment Management
Idaho
$2.07M +$2.18M +50,391 New