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Dimensional US Sustainability Core 1 ETF

98 hedge funds and large institutions have $722M invested in Dimensional US Sustainability Core 1 ETF in 2023 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 53 increasing their positions, 8 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
98
Holders Change
+13
Holders Change %
+15.29%
% of All Funds
1.56%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.1%
New
19
Increased
53
Reduced
8
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
RIP
26
RAM Investment Partners
Washington
$1.46M +$271K +9,784 +23%
CPIG
27
Chicago Partners Investment Group
Illinois
$1.37M -$42.2K -1,559 -3%
BJL
28
Brighton Jones LLC
Washington
$1.32M +$452K +16,309 +52%
ADL
29
Asset Dedication LLC
California
$1.28M +$365K +13,135 +40%
MWM
30
Modera Wealth Management
New Jersey
$1.16M -$20.3K -733 -2%
WA
31
Wealth Architects
California
$1.1M +$51.1K +1,840 +5%
FOA
32
Five Oceans Advisors
California
$998K +$463K +16,691 +87%
WWP
33
Waypoint Wealth Partners
California
$941K +$225K +8,100 +31%
RIM
34
RW Investment Management
Idaho
$931K +$224K +8,089 +32%
AC
35
Apella Capital
Connecticut
$877K +$254K +9,167 +41%
OCM
36
Orion Capital Management
California
$821K +$412K +14,850 +101%
CCM
37
Carlson Capital Management
Minnesota
$742K +$315K +11,364 +74%
NA
38
NewEdge Advisors
Louisiana
$734K +$734K +26,455 New
AF
39
Advisornet Financial
Minnesota
$725K +$12.6K +453 +2%
CI
40
Cordant Inc
Oregon
$685K +$114K +4,097 +20%
TI
41
Truepoint Inc
Ohio
$670K
SIC
42
SJS Investment Consulting
Ohio
$667K +$28.6K +1,030 +4%
MWA
43
Mills Wealth Advisors
Texas
$619K +$22.2K +800 +4%
TWA
44
TCI Wealth Advisors
Arizona
$608K
NRWA
45
North Ridge Wealth Advisors
Oregon
$601K +$122K +4,398 +25%
IAG
46
Investment Advisory Group
Massachusetts
$562K
SDWIA
47
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$548K +$8.05K +290 +1%
SRWM
48
Shira Ridge Wealth Management
California
$460K +$75.1K +2,708 +20%
FMWA
49
Forvis Mazars Wealth Advisors
Missouri
$456K +$11.1K +401 +2%
GWM
50
Grand Wealth Management
Michigan
$451K +$4.16K +150 +0.9%