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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 %
Jane Street
76
Jane Street
New York
$673K -$225K -6,447 -25%
RCAG
77
Rehmann Capital Advisory Group
Michigan
$654K +$69.8K +2,001 +12%
LWA
78
Ledgewood Wealth Advisors
New Hampshire
$632K
HNWA
79
Henrickson Nauta Wealth Advisors
Michigan
$619K +$15.3K +440 +3%
CG
80
Caprock Group
Idaho
$575K +$575K +16,500 New
OWM
81
Opes Wealth Management
California
$575K +$2.96K +85 +0.5%
Stifel Financial
82
Stifel Financial
Missouri
$509K +$11.2K +321 +2%
FFM
83
Flagstone Financial Management
Nebraska
$496K +$270K +7,742 +119%
SC
84
Savant Capital
Illinois
$493K +$162K +4,647 +49%
NRWA
85
North Ridge Wealth Advisors
Oregon
$484K -$12.1K -347 -2%
FG
86
Foster Group
Iowa
$465K +$465K +13,338 New
GA
87
Greenspring Advisors
Maryland
$445K
FCG
88
Financial Connections Group
California
$421K -$232K -6,667 -36%
FMWA
89
Forvis Mazars Wealth Advisors
Missouri
$413K -$15.4K -443 -4%
RWM
90
Ruedi Wealth Management
Illinois
$390K
TIM
91
Tortoise Investment Management
New York
$383K
KAS
92
Kestra Advisory Services
Texas
$382K
PCM
93
Passive Capital Management
Maryland
$376K
AF
94
Advisornet Financial
Minnesota
$347K -$8.72K -250 -2%
PCIA
95
Prime Capital Investment Advisors
Kansas
$342K -$5.33K -153 -2%
Envestnet Asset Management
96
Envestnet Asset Management
Illinois
$340K -$5.23K -150 -2%
CCMI
97
Creative Capital Management Investments
California
$327K
Mariner
98
Mariner
Kansas
$283K
FWP
99
Family Wealth Partners
North Carolina
$270K +$37.5K +1,077 +16%
HCM
100
Hutchinson Capital Management
California
$270K