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Dimensional US Sustainability Core 1 ETF

67 hedge funds and large institutions have $440M invested in Dimensional US Sustainability Core 1 ETF in 2023 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 20 increasing their positions, 3 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
67
Holders Change
+33
Holders Change %
+97.06%
% of All Funds
1.07%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
36
Increased
20
Reduced
3
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
RTL
51
Red Tortoise LLC
Georgia
$124K +$124K +4,674 New
AFS
52
Annapolis Financial Services
Maryland
$124K
CI
53
Cordant Inc
Oregon
$114K +$3.59K +135 +3%
MFA
54
McClarren Financial Advisors
Pennsylvania
$110K +$186 +7 +0.2%
JPMorgan Chase & Co
55
JPMorgan Chase & Co
New York
$101K +$101K +3,806 New
RLIM
56
Red Lighthouse Investment Management
New York
$99.6K
OCM
57
Orion Capital Management
California
$90.9K +$90.9K +3,414 New
TIM
58
Tortoise Investment Management
New York
$90.5K +$90.5K +3,400 New
SSC
59
Syverson Strege & Co
Iowa
$82.4K +$10.4K +392 +14%
CCMI
60
Creative Capital Management Investments
California
$74.6K +$74.6K +2,803 New
CPA
61
Cardiff Park Advisors
California
$25.3K +$27 +1 +0.1%
NSG
62
Nalls Sherbakoff Group
Tennessee
$24.2K +$24.2K +925 New
GWS
63
Glassman Wealth Services
Virginia
$7.59K
BAM
64
Belpointe Asset Management
Nevada
$3.73K +$3.73K +140 New
SFC
65
SYM Financial Corp
Indiana
$3.19K +$3.19K +120 New
Commonwealth Equity Services
66
Commonwealth Equity Services
Massachusetts
$1.29K +$1.29K +48,452 New
UBS Group
67
UBS Group
Switzerland
$399 +$399 +15 New
Dimensional Fund Advisors
68
Dimensional Fund Advisors
Texas
-$4.99M -200,000 Closed
NL
69
NWAM LLC
Washington
-$676K -27,115 Closed
MWM
70
Meritas Wealth Management
California
-$537K -21,537 Closed