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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
FPI
126
Financial Plan Inc
Washington
$1,000K
VWM
127
Vermillion Wealth Management
Minnesota
$996K
EC
128
Eaton-Cambridge
Arizona
$995K
CWA
129
Consilio Wealth Advisors
Washington
$975K
JP Morgan Chase
130
JP Morgan Chase
New York
$967K
OFG
131
Opulen Financial Group
Virginia
$933K
TWM
132
Tanager Wealth Management
United Kingdom
$916K
OPF
133
Old Peak Finance
North Carolina
$915K
TWP
134
TFO Wealth Partners
Ohio
$902K
Osaic Holdings
135
Osaic Holdings
Arizona
$883K
AF
136
Advisornet Financial
Minnesota
$880K
AFA
137
AA Financial Advisors
Ohio
$825K
IAG
138
Investment Advisory Group
Massachusetts
$824K
Bank of America
139
Bank of America
North Carolina
$783K
OCM
140
Orion Capital Management
California
$764K
EFP
141
Envision Financial Planning
Tennessee
$760K
HCM
142
Hicks Capital Management
Ohio
$756K
OWM
143
Opes Wealth Management
California
$750K
LWA
144
Ledgewood Wealth Advisors
New Hampshire
$745K
SRCM
145
Signature Resources Capital Management
California
$742K
FFP
146
Freedom Financial Partners
Minnesota
$740K
BGWM
147
Bridge Generations Wealth Management
Florida
$737K
WANY
148
Wealthspire Advisors (New York)
New York
$725K
RWM
149
Ruedi Wealth Management
Illinois
$718K
TIM
150
Tortoise Investment Management
New York
$708K