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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
GJIA
201
Glass Jacobson Investment Advisors
Maryland
$298K
LWP
202
Laurel Wealth Planning
Minnesota
$298K
BAWC
203
Boyce & Associates Wealth Consulting
Texas
$297K
GWM
204
Grand Wealth Management
Michigan
$294K
QWM
205
Quadcap Wealth Management
Texas
$294K
MWM
206
MBE Wealth Management
Wisconsin
$289K
AAM
207
Austin Asset Management
Texas
$279K
BAM
208
Belpointe Asset Management
Nevada
$277K
FWM
209
FMB Wealth Management
California
$276K
VWM
210
Verus Wealth Management
Wisconsin
$271K
RSWA
211
Robinson Smith Wealth Advisors
Maine
$270K
VIA
212
Vickerman Investment Advisors
Washington
$265K
CWP
213
Concord Wealth Partners
Virginia
$260K
SPI
214
Sutton Place Investors
New York
$258K
BP
215
BWM Planning
Texas
$244K
GAM
216
Gemmer Asset Management
California
$243K
PWS
217
Physician Wealth Solutions
Nevada
$238K
TFM
218
Trademark Financial Management
Minnesota
$230K
KCA
219
Kilner Capital Advisors
Maryland
$229K
IWS
220
Integrity Wealth Solutions
Colorado
$229K
SLG
221
Sanchez Levi Garrett
$228K
WTA
222
Washington Trust Advisors
Massachusetts
$226K
PA
223
PW Advisors
Florida
$225K
CW
224
Curio Wealth
Maryland
$221K
Morgan Stanley
225
Morgan Stanley
New York
$210K