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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
CCM
176
Colorado Capital Management
Colorado
$438K +$67.2K +1,554 +17%
RWM
177
Rockwood Wealth Management
Pennsylvania
$435K +$7.78K +180 +2%
TWD
178
True Wealth Design
Ohio
$425K -$12.4K -286 -3%
BRPW
179
Ballast Rock Private Wealth
South Carolina
$421K
SPA
180
Shore Point Advisors
New Jersey
$397K -$4.45K -103 -1%
AFA
181
Alpha Financial Advisors
North Carolina
$384K +$116K +2,679 +40%
AWM
182
Austin Wealth Management
Texas
$380K +$994 +23 +0.3%
TP
183
Trailhead Planners
Minnesota
$378K
AFC
184
Avise Financial Cooperative
California
$370K -$5.97K -138 -2%
TCM
185
Towneley Capital Management
California
$364K -$2.12K -49 -0.5%
WAP
186
Wealthcare Advisory Partners
Pennsylvania
$357K -$26.2K -607 -7%
GWA
187
Geometric Wealth Advisors
District of Columbia
$354K -$243K -5,626 -40%
KFGG
188
Keystone Financial Group (Georgia)
Georgia
$351K +$4.8K +111 +1%
PCIA
189
Prime Capital Investment Advisors
Kansas
$330K -$1.04K -24 -0.3%
FF
190
Foundry Financial
California
$327K +$8.95K +207 +3%
CMP
191
Coston McIsaac & Partners
Maine
$327K +$303 +7 +0.1%
MCM
192
Morton Capital Management
California
$326K +$8.78K +203 +3%
ACC
193
Acorn Creek Capital
Colorado
$325K +$86.8K +2,007 +34%
Susquehanna International Group
194
Susquehanna International Group
Pennsylvania
$325K +$342K +7,902 New
PAG
195
Private Advisory Group
Washington
$324K +$121K +2,804 +55%
FIM
196
Freedom Investment Management
Connecticut
$321K -$31.3K -724 -8%
Cambridge Investment Research Advisors
197
Cambridge Investment Research Advisors
Iowa
$318K -$135K -3,124 -29%
AWP
198
Astra Wealth Partners
New Jersey
$310K -$7K -162 -2%
MSWM
199
McGlone Suttner Wealth Management
Wisconsin
$300K
AWM
200
Avior Wealth Management
Nebraska
$300K +$23.7K +549 +8%