We are live on ! Find out more
DFSU

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
PHWA
76
Petersen Hastings Wealth Advisors
Washington
$2.03M -$10.3K -238 -0.5%
Jane Street
77
Jane Street
New York
$2.03M +$1.66M +38,481 +356%
VCP
78
Vista Capital Partners
Oregon
$2.01M +$36.6K +847 +2%
JAA
79
Joel Adams & Associates
North Carolina
$1.96M +$1.03M +23,753 +100%
XPN
80
XY Planning Network
Montana
$1.96M +$13.8K +319 +0.7%
DADC
81
D.A. Davidson & Co
Montana
$1.92M -$105K -2,431 -5%
FFA
82
Farther Finance Advisors
California
$1.9M +$431K +9,961 +28%
FCG
83
Financial Connections Group
California
$1.9M +$51.9K +1,201 +3%
SIS
84
Strategic Investment Solutions
Illinois
$1.9M -$334K -7,719 -14%
NA
85
NewEdge Advisors
Louisiana
$1.89M
CCMI
86
Creative Capital Management Investments
California
$1.75M +$1.11M +25,714 +153%
NRWA
87
North Ridge Wealth Advisors
Oregon
$1.74M +$74.5K +1,724 +4%
SIP
88
Sellwood Investment Partners
Oregon
$1.68M +$4.97K +115 +0.3%
WAN
89
Wealth Advisors Northwest
Oregon
$1.67M +$126K +2,905 +8%
MFA
90
Morling Financial Advisors
California
$1.62M -$32.7K -757 -2%
MGWA
91
Monument Group Wealth Advisors
Massachusetts
$1.61M +$430K +9,935 +34%
TWA
92
Trellis Wealth Advisors
California
$1.6M -$518K -11,980 -23%
MWM
93
Modera Wealth Management
New Jersey
$1.53M -$51.3K -1,187 -3%
WC
94
Wolfstich Capital
Massachusetts
$1.53M -$29.9K -692 -2%
CG
95
Caprock Group
Idaho
$1.52M +$3.5K +81 +0.2%
Stifel Financial
96
Stifel Financial
Missouri
$1.48M -$32.4K -749 -2%
CFGA
97
Cambridge Financial Group (Arizona)
Arizona
$1.44M +$167K +3,858 +12%
GA
98
Greenspring Advisors
Maryland
$1.42M +$174K +4,033 +13%
CFA
99
Cahill Financial Advisors
Minnesota
$1.41M -$4.24K -98 -0.3%
MFC
100
Morris Financial Concepts
South Carolina
$1.38M +$946K +21,882 +188%