We are live on ! Find out more
DFSU

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
TIM
151
Tortoise Investment Management
New York
$708K +$64.8K +1,500 +10%
SOAG
152
Silver Oak Advisory Group
Oregon
$662K +$102K +2,349 +17%
MF
153
Montis Financial
Massachusetts
$649K
APFP
154
Action Point Financial Planning
Michigan
$635K +$668K +15,460 New
PFS
155
Professional Financial Solutions
Virginia
$623K -$18.9K -437 -3%
PHWM
156
Pine Harbor Wealth Management
Maryland
$616K -$34.7K -802 -5%
Envestnet Asset Management
157
Envestnet Asset Management
Illinois
$609K +$288K +6,666 +82%
HCM
158
Hutchinson Capital Management
California
$599K
NW
159
NewEdge Wealth
Pennsylvania
$596K +$57.7K +1,334 +10%
FWP
160
Family Wealth Partners
North Carolina
$580K +$211K +4,878 +53%
GWS
161
Glassman Wealth Services
Virginia
$570K +$49.4K +1,143 +9%
MA
162
McGrath & Associates
North Carolina
$565K +$4.37K +101 +0.7%
SIM
163
Stratos Investment Management
Ohio
$539K -$384K -8,872 -40%
DF
164
Define Financial
California
$527K +$1.21K +28 +0.2%
HIA
165
HTG Investment Advisors
Connecticut
$517K +$119K +2,760 +28%
TAWM
166
Three Arch Wealth Management
California
$494K +$173K +3,999 +50%
HCA
167
Heck Capital Advisors
Wisconsin
$487K -$12.3K -285 -2%
VPWA
168
Vestia Personal Wealth Advisors
Indiana
$481K +$506K +11,714 New
WCM
169
Warburton Capital Management
Oklahoma
$477K +$1.12K +26 +0.2%
FMWA
170
Forvis Mazars Wealth Advisors
Missouri
$472K
GSEP
171
Golden State Equity Partners
California
$471K +$116K +2,677 +31%
EWP
172
E-Wealth Partners
Minnesota
$452K +$821 +19 +0.2%
KAS
173
Kestra Advisory Services
Texas
$451K
EWA
174
Exencial Wealth Advisors
Oklahoma
$445K +$156K +3,597 +50%
PCM
175
Passive Capital Management
Maryland
$444K