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Dimensional US Sustainability Core 1 ETF

256 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, 59 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

132% more repeat investments, than reductions

Existing positions increased: 137 | Existing positions reduced: 59

43% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 14

0% more funds holding

Funds holding: 256256 (0)

0.57% less ownership

Funds ownership: 76.62%76.05% (-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
256
Holders Change
Holders Change %
0%
% of All Funds
3.15%
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
59
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RWM
151
Ruedi Wealth Management
Illinois
$718K +$70.7K +1,635 +10%
TIM
152
Tortoise Investment Management
New York
$708K +$64.8K +1,500 +10%
SOAG
153
Silver Oak Advisory Group
Oregon
$662K +$102K +2,349 +17%
MF
154
Montis Financial
Massachusetts
$649K
APFP
155
Action Point Financial Planning
Michigan
$635K +$668K +15,460 New
PFS
156
Professional Financial Solutions
Virginia
$623K -$18.9K -437 -3%
PHWM
157
Pine Harbor Wealth Management
Maryland
$616K -$34.7K -802 -5%
Envestnet Asset Management
158
Envestnet Asset Management
Illinois
$609K +$288K +6,666 +82%
HCM
159
Hutchinson Capital Management
California
$599K
NW
160
NewEdge Wealth
Pennsylvania
$596K +$57.7K +1,334 +10%
FWP
161
Family Wealth Partners
North Carolina
$580K +$211K +4,878 +53%
GWS
162
Glassman Wealth Services
Virginia
$570K +$49.4K +1,143 +9%
MA
163
McGrath & Associates
North Carolina
$565K +$4.37K +101 +0.7%
SIM
164
Stratos Investment Management
Ohio
$539K -$384K -8,872 -40%
DF
165
Define Financial
California
$527K +$1.21K +28 +0.2%
HIA
166
HTG Investment Advisors
Connecticut
$517K +$119K +2,760 +28%
TAWM
167
Three Arch Wealth Management
California
$494K +$173K +3,999 +50%
HCA
168
Heck Capital Advisors
Wisconsin
$487K -$12.3K -285 -2%
VPWA
169
Vestia Personal Wealth Advisors
Indiana
$481K +$506K +11,714 New
WCM
170
Warburton Capital Management
Oklahoma
$477K +$1.12K +26 +0.2%
FMWA
171
Forvis Mazars Wealth Advisors
Missouri
$472K
GSEP
172
Golden State Equity Partners
California
$471K +$116K +2,677 +31%
EWP
173
E-Wealth Partners
Minnesota
$452K +$821 +19 +0.2%
KAS
174
Kestra Advisory Services
Texas
$451K
EWA
175
Exencial Wealth Advisors
Oklahoma
$445K +$156K +3,597 +50%