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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 %
ACC
101
Acorn Creek Capital
Colorado
$264K +$2.89K +83 +1%
TCM
102
Towneley Capital Management
California
$257K -$6.66K -191 -3%
LWP
103
Laurel Wealth Planning
Minnesota
$253K -$58.5K -1,675 -19%
Mercer Global Advisors
104
Mercer Global Advisors
Colorado
$247K
MWM
105
Meritas Wealth Management
California
$243K -$19.5K -560 -7%
SPI
106
Sutton Place Investors
New York
$242K -$1.81K -52 -0.7%
JPMorgan Chase & Co
107
JPMorgan Chase & Co
New York
$242K
HighTower Advisors
108
HighTower Advisors
Illinois
$240K
FFA
109
Farther Finance Advisors
California
$227K
AAM
110
Austin Asset Management
Texas
$227K +$227K +6,500 New
SOAG
111
Silver Oak Advisory Group
Oregon
$226K +$556 +16 +0.2%
EFP
112
Envision Financial Planning
Tennessee
$218K +$218K +6,246 New
Millennium Management
113
Millennium Management
New York
$212K +$212K +6,076 New
EWA
114
Exencial Wealth Advisors
Oklahoma
$209K +$209K +5,990 New
PWS
115
Physician Wealth Solutions
Nevada
$202K +$202K +5,800 New
RTL
116
Red Tortoise LLC
Georgia
$165K +$383 +11 +0.2%
JWA
117
JFS Wealth Advisors
Pennsylvania
$164K
MFA
118
McClarren Financial Advisors
Pennsylvania
$146K +$146K +34 New
GWS
119
Glassman Wealth Services
Virginia
$141K +$9.03K +259 +7%
RLIM
120
Red Lighthouse Investment Management
New York
$130K
TWD
121
True Wealth Design
Ohio
$130K
BAM
122
Belpointe Asset Management
Nevada
$123K +$123K +3,523 New
CCA
123
Criterion Capital Advisors
Tennessee
$123K +$627 +18 +0.5%
CA
124
Clearstead Advisors
Ohio
$119K
BAM
125
Bellevue Asset Management
Washington
$114K +$114K +3,277 New