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Dimensional US Sustainability Core 1 ETF

140 hedge funds and large institutions have $694M invested in Dimensional US Sustainability Core 1 ETF in 2024 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 61 increasing their positions, 34 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
140
Holders Change
+15
Holders Change %
+12%
% of All Funds
2.04%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.15%
New
21
Increased
61
Reduced
34
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
LPL Financial
51
LPL Financial
California
$1.35M +$354K +10,154 +36%
SRWM
52
Shira Ridge Wealth Management
California
$1.28M +$34.9K +1,000 +3%
PWA
53
Physician Wealth Advisors
Utah
$1.27M -$12.6K -345 -1%
CFA
54
Cahill Financial Advisors
Minnesota
$1.2M -$3.42K -98 -0.3%
CCM
55
Carlson Capital Management
Minnesota
$1.16M +$15.3K +439 +1%
PWM
56
Penobscot Wealth Management
Maine
$1.13M +$1.13M +32,168 New
WWP
57
Walden Wealth Partners
Ohio
$1.07M
MFA
58
Morling Financial Advisors
California
$1.05M +$34.3K +984 +3%
MGWA
59
Monument Group Wealth Advisors
Massachusetts
$966K +$21.1K +605 +2%
FFG
60
Fiduciary Financial Group
California
$956K +$956K +26,198 New
CI
61
Cordant Inc
Oregon
$941K -$51.2K -1,470 -5%
TWA
62
TCI Wealth Advisors
Arizona
$925K +$86.6K +2,483 +10%
AFG
63
Altiora Financial Group
Ohio
$906K +$627K +18,000 +225%
SDWIA
64
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$846K -$28.4K -815 -3%
MWA
65
Mills Wealth Advisors
Texas
$843K +$1.01K +29 +0.1%
OCM
66
Orion Capital Management
California
$834K -$226K -6,470 -21%
Betterment LLC
67
Betterment LLC
New York
$825K +$466K +13,379 +130%
Susquehanna International Group
68
Susquehanna International Group
Pennsylvania
$758K -$1.59M -45,730 -68%
PFA
69
Pure Financial Advisors
California
$753K +$753K +21,597 New
DADC
70
D.A. Davidson & Co
Montana
$752K -$12.7K -365 -2%
Citadel Advisors
71
Citadel Advisors
Florida
$742K +$31.5K +905 +4%
TWM
72
Tanager Wealth Management
United Kingdom
$735K +$80.8K +2,319 +12%
KP
73
Keel Point
Alabama
$707K +$707K +20,212 New
IAG
74
Investment Advisory Group
Massachusetts
$707K
DWM
75
Diversify Wealth Management
Utah
$685K +$685K +20,413 New