DFSU icon

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 %
BRIA
101
Balanced Rock Investment Advisors
Massachusetts
$691K +$691K +18,224 New
CCMI
102
Creative Capital Management Investments
California
$690K -$42.6K -1,125 -6%
LWA
103
Ledgewood Wealth Advisors
New Hampshire
$687K
OWM
104
Opes Wealth Management
California
$653K +$1.14K +30 +0.2%
BGWM
105
Bridge Generations Wealth Management
Florida
$651K +$651K +17,166 New
CI
106
Cordant Inc
Oregon
$627K -$266K -7,017 -30%
Goldman Sachs
107
Goldman Sachs
New York
$619K +$619K +16,333 New
Creative Planning
108
Creative Planning
Kansas
$615K +$615K +16,216 New
PHWM
109
Pine Harbor Wealth Management
Maryland
$605K +$22K +580 +4%
RFP
110
Root Financial Partners
California
$591K +$591K +15,585 New
HNWA
111
Henrickson Nauta Wealth Advisors
Michigan
$574K -$129K -3,404 -18%
FFM
112
Flagstone Financial Management
Nebraska
$569K +$6.78K +179 +1%
AF
113
Advisornet Financial
Minnesota
$564K +$188K +4,957 +50%
FFP
114
Freedom Financial Partners
Minnesota
$553K +$553K +14,584 New
HCM
115
Hutchinson Capital Management
California
$537K
Rockefeller Capital Management
116
Rockefeller Capital Management
New York
$530K +$530K +13,986 New
FG
117
Foster Group
Iowa
$506K
Envestnet Asset Management
118
Envestnet Asset Management
Illinois
$497K +$128K +3,390 +35%
GA
119
Greenspring Advisors
Maryland
$484K
MWM
120
Meritas Wealth Management
California
$483K -$15.9K -419 -3%
RWM
121
Ruedi Wealth Management
Illinois
$467K +$35.4K +933 +8%
FCG
122
Financial Connections Group
California
$463K +$151 +4 +0%
FMWA
123
Forvis Mazars Wealth Advisors
Missouri
$447K
SPA
124
Shore Point Advisors
New Jersey
$436K +$38 +1 +0%
EFP
125
Envision Financial Planning
Tennessee
$422K +$10.4K +275 +3%