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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
VBA
101
von Borstel & Associates
Oregon
$1.37M +$391K +9,042 +37%
BA
102
Bridgewater Advisors
New York
$1.35M +$26.4K +611 +2%
MAC
103
Mason & Associates (California)
California
$1.34M +$48.4K +1,119 +3%
EFP
104
EnRich Financial Partners
Wisconsin
$1.34M -$29.2K -675 -2%
CI
105
Cordant Inc
Oregon
$1.33M +$620K +14,336 +79%
HIF
106
Hill Island Financial
Michigan
$1.31M +$84K +1,943 +6%
MML Investors Services
107
MML Investors Services
Massachusetts
$1.3M -$555K -12,829 -29%
PWA
108
Physician Wealth Advisors
Utah
$1.29M +$33.1K +765 +2%
MWA
109
Mills Wealth Advisors
Texas
$1.27M +$198K +4,575 +17%
FFG
110
Fiduciary Financial Group
California
$1.26M +$79.7K +1,843 +6%
BRIA
111
Balanced Rock Investment Advisors
Massachusetts
$1.25M +$45.6K +1,054 +4%
HNWA
112
Henrickson Nauta Wealth Advisors
Michigan
$1.23M -$1.03M -23,905 -44%
W
113
WPWealth
Texas
$1.19M -$77.9K -1,801 -6%
CA
114
Clearstead Advisors
Ohio
$1.17M +$1.05M +24,188 +577%
SRWM
115
Shira Ridge Wealth Management
California
$1.14M -$9.9K -229 -0.8%
RCAG
116
Rehmann Capital Advisory Group
Michigan
$1.11M
3FI
117
3 Factor Indexing
California
$1.11M +$1.17M +27,097 New
QCM
118
Quantinno Capital Management
New York
$1.08M +$148K +3,430 +15%
AFG
119
Altiora Financial Group
Ohio
$1.07M
MWM
120
Mission Wealth Management
California
$1.04M +$174K +4,014 +19%
HighTower Advisors
121
HighTower Advisors
Illinois
$1.03M +$597K +13,806 +122%
GS
122
GTS Securities
New York
$1.03M +$1.09M +25,111 New
Mariner
123
Mariner
Kansas
$1.02M +$143K +3,318 +15%
MWM
124
Meritas Wealth Management
California
$1.01M +$102K +2,368 +11%
Royal Bank of Canada
125
Royal Bank of Canada
Ontario, Canada
$1M +$965K +22,319 +1,090%