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Dimensional US Sustainability Core 1 ETF

115 hedge funds and large institutions have $739M invested in Dimensional US Sustainability Core 1 ETF in 2023 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 56 increasing their positions, 14 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
115
Holders Change
+17
Holders Change %
+17.35%
% of All Funds
1.69%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.12%
New
25
Increased
56
Reduced
14
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CI
51
Cordant Inc
Oregon
$796K +$28.5K +914 +4%
AF
52
Advisornet Financial
Minnesota
$780K -$34K -1,091 -4%
SIC
53
SJS Investment Consulting
Ohio
$757K +$9.34K +300 +1%
TI
54
Truepoint Inc
Ohio
$752K
SDWIA
55
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$726K +$110K +3,542 +18%
MWA
56
Mills Wealth Advisors
Texas
$719K +$24.2K +778 +3%
OIA
57
OneDigital Investment Advisors
Kansas
$718K +$718K +23,068 New
CFA
58
Cahill Financial Advisors
Minnesota
$697K +$350K +11,240 +101%
TWA
59
TCI Wealth Advisors
Arizona
$682K
IAG
60
Investment Advisory Group
Massachusetts
$631K
LWA
61
Ledgewood Wealth Advisors
New Hampshire
$564K +$564K +18,130 New
LPL Financial
62
LPL Financial
California
$561K +$311K +9,992 +125%
FCG
63
Financial Connections Group
California
$546K +$184K +5,904 +51%
HNWA
64
Henrickson Nauta Wealth Advisors
Michigan
$536K +$102K +3,291 +24%
SC
65
Savant Capital
Illinois
$525K +$57.5K +1,847 +12%
TWM
66
Tanager Wealth Management
United Kingdom
$514K +$136K +4,382 +36%
GWM
67
Grand Wealth Management
Michigan
$505K -$1.15K -37 -0.2%
Two Sigma Investments
68
Two Sigma Investments
New York
$501K +$501K +16,100 New
NRWA
69
North Ridge Wealth Advisors
Oregon
$448K -$226K -7,260 -34%
RCAG
70
Rehmann Capital Advisory Group
Michigan
$431K +$3.77K +121 +0.9%
GA
71
Greenspring Advisors
Maryland
$397K
FMWA
72
Forvis Mazars Wealth Advisors
Missouri
$395K -$117K -3,760 -23%
Stifel Financial
73
Stifel Financial
Missouri
$386K -$19.9K -640 -5%
DADC
74
D.A. Davidson & Co
Montana
$382K -$69.1K -2,220 -15%
MGWA
75
Monument Group Wealth Advisors
Massachusetts
$363K +$363K +11,645 New