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Dimensional US Sustainability Core 1 ETF

115 hedge funds and large institutions have $739M invested in Dimensional US Sustainability Core 1 ETF in 2023 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 56 increasing their positions, 14 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
115
Holders Change
+17
Holders Change %
+17.35%
% of All Funds
1.69%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.12%
New
25
Increased
56
Reduced
14
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
GWS
101
Glassman Wealth Services
Virginia
$97.2K +$88.3K +2,836 +995%
LFA
102
Level Financial Advisors
New York
$91.4K +$65.7K +2,112 +256%
EWA
103
Elevate Wealth Advisory
Georgia
$79.8K +$79.8K +2,563 New
EWP
104
Elevation Wealth Partners
California
$68.5K
CCA
105
Criterion Capital Advisors
Tennessee
$61K +$61K +1,959 New
CPA
106
Cardiff Park Advisors
California
$29.9K +$124 +4 +0.4%
NSG
107
Nalls Sherbakoff Group
Tennessee
$28.8K
FDCDDQ
108
Federation des caisses Desjardins du Quebec
Quebec, Canada
$19.8K +$6.85K +220 +53%
SRCM
109
Signature Resources Capital Management
California
$13.9K +$13.9K +447 New
AWM
110
Avior Wealth Management
Nebraska
$9.31K -$203K -6,485 -96%
JPMorgan Chase & Co
111
JPMorgan Chase & Co
New York
$7.75K -$164K -5,261 -95%
GJIA
112
Glass Jacobson Investment Advisors
Maryland
$7.29K
SFC
113
SYM Financial Corp
Indiana
$3.74K
UBS Group
114
UBS Group
Switzerland
$1.96K +$1.96K +63 New
QC
115
Quent Capital
New York
$31
WWM
116
Wolff Wiese Magana
California
-$305K -10,990 Closed
FTUS
117
Flow Traders U.S.
New York
-$253K -9,121 Closed
Wells Fargo
118
Wells Fargo
California
-$96.9K -3,493 Closed
Royal Bank of Canada
119
Royal Bank of Canada
Ontario, Canada
-$8K -278 Closed
US Bancorp
120
US Bancorp
Minnesota
-$7.27K -262 Closed
Bank of America
121
Bank of America
North Carolina
-$777 -28 Closed
Fidelity Investments
122
Fidelity Investments
Massachusetts
-$28 -1 Closed