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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
SOAG
151
Silver Oak Advisory Group
Oregon
$662K
MF
152
Montis Financial
Massachusetts
$649K
APFP
153
Action Point Financial Planning
Michigan
$635K
PFS
154
Professional Financial Solutions
Virginia
$623K
PHWM
155
Pine Harbor Wealth Management
Maryland
$616K
Envestnet Asset Management
156
Envestnet Asset Management
Illinois
$609K
HCM
157
Hutchinson Capital Management
California
$599K
NW
158
NewEdge Wealth
Pennsylvania
$596K
FWP
159
Family Wealth Partners
North Carolina
$580K
GWS
160
Glassman Wealth Services
Virginia
$570K
MA
161
McGrath & Associates
North Carolina
$565K
SIM
162
Stratos Investment Management
Ohio
$539K
DF
163
Define Financial
California
$527K
HIA
164
HTG Investment Advisors
Connecticut
$517K
TAWM
165
Three Arch Wealth Management
California
$494K
HCA
166
Heck Capital Advisors
Wisconsin
$487K
VPWA
167
Vestia Personal Wealth Advisors
Indiana
$481K
WCM
168
Warburton Capital Management
Oklahoma
$477K
FMWA
169
Forvis Mazars Wealth Advisors
Missouri
$472K
GSEP
170
Golden State Equity Partners
California
$471K
KAS
171
Kestra Advisory Services
Texas
$451K
EWA
172
Exencial Wealth Advisors
Oklahoma
$445K
PCM
173
Passive Capital Management
Maryland
$444K
CCM
174
Colorado Capital Management
Colorado
$438K
RWM
175
Rockwood Wealth Management
Pennsylvania
$435K