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Dimensional US Sustainability Core 1 ETF

154 hedge funds and large institutions have $796M invested in Dimensional US Sustainability Core 1 ETF in 2024 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 79 increasing their positions, 28 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
154
Holders Change
+14
Holders Change %
+10%
% of All Funds
2.23%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.16%
New
19
Increased
79
Reduced
28
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SPA
101
Shore Point Advisors
New Jersey
$428K +$428K +11,501 New
RWM
102
Ruedi Wealth Management
Illinois
$423K +$7.32K +197 +2%
GWA
103
Geometric Wealth Advisors
District of Columbia
$411K +$411K +11,046 New
TIM
104
Tortoise Investment Management
New York
$409K
KAS
105
Kestra Advisory Services
Texas
$407K
EFP
106
Envision Financial Planning
Tennessee
$404K +$172K +4,615 +74%
PCM
107
Passive Capital Management
Maryland
$402K
AF
108
Advisornet Financial
Minnesota
$369K -$595 -16 -0.2%
Envestnet Asset Management
109
Envestnet Asset Management
Illinois
$361K -$818 -22 -0.2%
PCIA
110
Prime Capital Investment Advisors
Kansas
$343K -$21.2K -571 -6%
Mariner
111
Mariner
Kansas
$328K +$25.9K +697 +9%
FWP
112
Family Wealth Partners
North Carolina
$289K +$446 +12 +0.2%
TCM
113
Towneley Capital Management
California
$289K +$13.9K +375 +5%
AWM
114
Austin Wealth Management
Texas
$277K +$277K +7,515 New
CGL
115
Clarius Group LLC
Washington
$274K +$274K +7,374 New
ACC
116
Acorn Creek Capital
Colorado
$271K -$10.6K -286 -4%
LWP
117
Laurel Wealth Planning
Minnesota
$269K
Mercer Global Advisors
118
Mercer Global Advisors
Colorado
$261K
HighTower Advisors
119
HighTower Advisors
Illinois
$257K
JPMorgan Chase & Co
120
JPMorgan Chase & Co
New York
$257K -$1.41K -38 -0.5%
SPI
121
Sutton Place Investors
New York
$257K -$1.41K -38 -0.5%
SOAG
122
Silver Oak Advisory Group
Oregon
$242K +$556 +15 +0.2%
AAM
123
Austin Asset Management
Texas
$242K
EWA
124
Exencial Wealth Advisors
Oklahoma
$222K -$930 -25 -0.4%
PWS
125
Physician Wealth Solutions
Nevada
$218K