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Dimensional US Sustainability Core 1 ETF

192 hedge funds and large institutions have $941M invested in Dimensional US Sustainability Core 1 ETF in 2024 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 74 increasing their positions, 42 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
192
Holders Change
+38
Holders Change %
+24.68%
% of All Funds
2.56%
Holding in Top 10
19
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+72.73%
% of All Funds
0.25%
New
44
Increased
74
Reduced
42
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SRWM
76
Shira Ridge Wealth Management
California
$1.23M -$16.5K -436 -1%
WANY
77
Wealthspire Advisors (New York)
New York
$1.16M -$1.16M -30,618 -50%
VWM
78
Vermillion Wealth Management
Minnesota
$1.14M +$1.14M +30,199 New
CFA
79
Cahill Financial Advisors
Minnesota
$1.1M -$196K -5,180 -15%
MGWA
80
Monument Group Wealth Advisors
Massachusetts
$1.1M +$45.4K +1,199 +4%
MFA
81
Morling Financial Advisors
California
$1.08M +$87.4K +2,307 +9%
NRWA
82
North Ridge Wealth Advisors
Oregon
$1.08M +$31.9K +842 +3%
SDWIA
83
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$1.05M -$25.3K -668 -2%
BA
84
Bridgewater Advisors
New York
$1.01M +$1.01M +26,761 New
AFG
85
Altiora Financial Group
Ohio
$985K
TWM
86
Tanager Wealth Management
United Kingdom
$951K +$153K +4,050 +19%
MWA
87
Mills Wealth Advisors
Texas
$931K +$7.88K +208 +0.9%
Citadel Advisors
88
Citadel Advisors
Florida
$921K -$678K -17,893 -42%
Jane Street
89
Jane Street
New York
$920K -$845K -22,304 -48%
VBA
90
von Borstel & Associates
Oregon
$915K +$345K +9,101 +60%
RCAG
91
Rehmann Capital Advisory Group
Michigan
$893K +$106K +2,801 +13%
OCM
92
Orion Capital Management
California
$887K -$15.3K -403 -2%
JAA
93
Joel Adams & Associates
North Carolina
$864K +$864K +22,791 New
DADC
94
D.A. Davidson & Co
Montana
$796K +$29.7K +784 +4%
Stifel Financial
95
Stifel Financial
Missouri
$791K +$59.8K +1,579 +8%
W
96
WPWealth
Texas
$776K +$54.4K +1,435 +8%
IAG
97
Investment Advisory Group
Massachusetts
$768K
CG
98
Caprock Group
Idaho
$768K -$72K -1,900 -9%
KP
99
Keel Point
Alabama
$766K
DWM
100
Diversify Wealth Management
Utah
$696K