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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
SDWIA
126
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$1M +$46.1K +1,067 +5%
FPI
127
Financial Plan Inc
Washington
$1,000K +$217K +5,009 +26%
VWM
128
Vermillion Wealth Management
Minnesota
$996K +$2.46K +57 +0.2%
EC
129
Eaton-Cambridge
Arizona
$995K +$1.05M +24,220 New
CWA
130
Consilio Wealth Advisors
Washington
$975K +$1.03M +23,720 New
JP Morgan Chase
131
JP Morgan Chase
New York
$967K +$163K +3,768 +18%
OFG
132
Opulen Financial Group
Virginia
$933K +$982K +22,715 New
TWM
133
Tanager Wealth Management
United Kingdom
$916K -$994 -23 -0.1%
OPF
134
Old Peak Finance
North Carolina
$915K +$34.2K +792 +4%
TWP
135
TFO Wealth Partners
Ohio
$902K +$949K +21,946 New
Osaic Holdings
136
Osaic Holdings
Arizona
$883K +$174K +4,030 +23%
AF
137
Advisornet Financial
Minnesota
$880K -$236K -5,459 -20%
AFA
138
AA Financial Advisors
Ohio
$825K +$868K +20,068 New
IAG
139
Investment Advisory Group
Massachusetts
$824K
Bank of America
140
Bank of America
North Carolina
$783K -$49.7K -1,150 -6%
OCM
141
Orion Capital Management
California
$764K -$155K -3,589 -16%
EFP
142
Envision Financial Planning
Tennessee
$760K +$116K +2,675 +17%
HCM
143
Hicks Capital Management
Ohio
$756K
OWM
144
Opes Wealth Management
California
$750K +$13K +300 +2%
LWA
145
Ledgewood Wealth Advisors
New Hampshire
$745K -$86 -2 -0%
SRCM
146
Signature Resources Capital Management
California
$742K +$7.35K +170 +1%
FFP
147
Freedom Financial Partners
Minnesota
$740K +$5.88K +136 +0.8%
BGWM
148
Bridge Generations Wealth Management
Florida
$737K +$34.4K +795 +5%
WANY
149
Wealthspire Advisors (New York)
New York
$725K
RWM
150
Ruedi Wealth Management
Illinois
$718K +$70.7K +1,635 +10%