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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 %
FFA
76
Farther Finance Advisors
California
$181K +$181K +6,508 New
JPMorgan Chase & Co
77
JPMorgan Chase & Co
New York
$153K +$44.8K +1,614 +41%
JWA
78
JFS Wealth Advisors
Pennsylvania
$131K -$23.4K -843 -15%
RTL
79
Red Tortoise LLC
Georgia
$130K +$472 +17 +0.4%
AFS
80
Annapolis Financial Services
Maryland
$129K
CCMI
81
Creative Capital Management Investments
California
$126K +$48K +1,730 +62%
Osaic Holdings
82
Osaic Holdings
Arizona
$117K +$47.1K +1,699 +68%
MFA
83
McClarren Financial Advisors
Pennsylvania
$115K +$414 +15 +0.4%
RLIM
84
Red Lighthouse Investment Management
New York
$104K
Wells Fargo
85
Wells Fargo
California
$96.9K
EWP
86
Elevation Wealth Partners
California
$68.5K +$46.1K +1,660 +205%
CPA
87
Cardiff Park Advisors
California
$26.6K +$111 +4 +0.4%
NSG
88
Nalls Sherbakoff Group
Tennessee
$25.7K
LFA
89
Level Financial Advisors
New York
$22.9K
FDCDDQ
90
Federation des caisses Desjardins du Quebec
Quebec, Canada
$11.5K
Royal Bank of Canada
91
Royal Bank of Canada
Ontario, Canada
$8K +$8K +278 New
GWS
92
Glassman Wealth Services
Virginia
$7.91K
US Bancorp
93
US Bancorp
Minnesota
$7.27K +$7.27K +262 New
GJIA
94
Glass Jacobson Investment Advisors
Maryland
$6.49K
SFC
95
SYM Financial Corp
Indiana
$3.33K
Bank of America
96
Bank of America
North Carolina
$777 +$777 +28 New
Fidelity Investments
97
Fidelity Investments
Massachusetts
$28 +$28 +1 New
QC
98
Quent Capital
New York
$28 +$28 +1 New
Corient Private Wealth
99
Corient Private Wealth
Florida
-$5.47M -190,696 Closed
Susquehanna International Group
100
Susquehanna International Group
Pennsylvania
-$2.21M -77,045 Closed