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Dimensional US Sustainability Core 1 ETF

125 hedge funds and large institutions have $637M invested in Dimensional US Sustainability Core 1 ETF in 2024 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 66 increasing their positions, 23 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
125
Holders Change
+10
Holders Change %
+8.7%
% of All Funds
1.81%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.13%
New
19
Increased
66
Reduced
23
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
NRWA
76
North Ridge Wealth Advisors
Oregon
$490K -$5.09K -148 -1%
GA
77
Greenspring Advisors
Maryland
$439K
FMWA
78
Forvis Mazars Wealth Advisors
Missouri
$423K -$13.9K -403 -3%
RWM
79
Ruedi Wealth Management
Illinois
$385K
TIM
80
Tortoise Investment Management
New York
$379K +$5.51K +160 +1%
KAS
81
Kestra Advisory Services
Texas
$377K +$14.5K +421 +4%
PCM
82
Passive Capital Management
Maryland
$372K
Betterment LLC
83
Betterment LLC
New York
$354K +$354K +10,299 New
AF
84
Advisornet Financial
Minnesota
$351K -$511K -14,845 -59%
GSC
85
Grey Street Capital
Illinois
$344K +$344K +10,000 New
PCIA
86
Prime Capital Investment Advisors
Kansas
$343K -$7.64K -222 -2%
Envestnet Asset Management
87
Envestnet Asset Management
Illinois
$340K +$51.8K +1,504 +18%
SC
88
Savant Capital
Illinois
$327K -$254K -7,375 -44%
CCMI
89
Creative Capital Management Investments
California
$322K +$150K +4,361 +87%
LWP
90
Laurel Wealth Planning
Minnesota
$307K
Royal Bank of Canada
91
Royal Bank of Canada
Ontario, Canada
$302K +$302K +8,786 New
Mariner
92
Mariner
Kansas
$280K +$280K +8,128 New
AFG
93
Altiora Financial Group
Ohio
$275K +$275K +8,000 New
HCM
94
Hutchinson Capital Management
California
$267K
TCM
95
Towneley Capital Management
California
$261K +$7.23K +210 +3%
MWM
96
Meritas Wealth Management
California
$259K
ACC
97
Acorn Creek Capital
Colorado
$258K -$13.7K -398 -5%
Mercer Global Advisors
98
Mercer Global Advisors
Colorado
$243K
SPI
99
Sutton Place Investors
New York
$241K +$241K +7,000 New
JPMorgan Chase & Co
100
JPMorgan Chase & Co
New York
$239K +$231K +6,699 +2,690%