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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
MW
201
Marrick Wealth
California
$298K -$5.19K -120 -2%
SFG
202
SNS Financial Group
Minnesota
$298K +$5.23K +121 +2%
GJIA
203
Glass Jacobson Investment Advisors
Maryland
$298K +$735 +17 +0.2%
LWP
204
Laurel Wealth Planning
Minnesota
$298K
BAWC
205
Boyce & Associates Wealth Consulting
Texas
$297K
GWM
206
Grand Wealth Management
Michigan
$294K +$86 +2 +0%
QWM
207
Quadcap Wealth Management
Texas
$294K
MWM
208
MBE Wealth Management
Wisconsin
$289K
AAM
209
Austin Asset Management
Texas
$279K
BAM
210
Belpointe Asset Management
Nevada
$277K +$291K +6,739 New
FWM
211
FMB Wealth Management
California
$276K +$66.2K +1,532 +30%
VWM
212
Verus Wealth Management
Wisconsin
$271K
RSWA
213
Robinson Smith Wealth Advisors
Maine
$270K +$12.5K +290 +5%
VIA
214
Vickerman Investment Advisors
Washington
$265K -$70K -1,620 -20%
CWP
215
Concord Wealth Partners
Virginia
$260K +$274K +6,331 New
SPI
216
Sutton Place Investors
New York
$258K +$1.86K +43 +0.7%
BP
217
BWM Planning
Texas
$244K +$20.3K +469 +9%
GAM
218
Gemmer Asset Management
California
$243K +$605 +14 +0.2%
PWS
219
Physician Wealth Solutions
Nevada
$238K
TFM
220
Trademark Financial Management
Minnesota
$230K
KCA
221
Kilner Capital Advisors
Maryland
$229K
IWS
222
Integrity Wealth Solutions
Colorado
$229K +$2.55K +59 +1%
SLG
223
Sanchez Levi Garrett
$228K +$240K +5,555 New
WTA
224
Washington Trust Advisors
Massachusetts
$226K +$562 +13 +0.2%
PA
225
PW Advisors
Florida
$225K -$13.3K -307 -5%