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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 %
TIM
126
Tortoise Investment Management
New York
$417K
KAS
127
Kestra Advisory Services
Texas
$415K
PCM
128
Passive Capital Management
Maryland
$409K
CGL
129
Clarius Group LLC
Washington
$405K +$126K +3,317 +45%
MFC
130
Morris Financial Concepts
South Carolina
$403K +$386K +10,191 +2,290%
GWA
131
Geometric Wealth Advisors
District of Columbia
$383K -$36.1K -953 -9%
PCIA
132
Prime Capital Investment Advisors
Kansas
$348K -$2.39K -63 -0.7%
Mariner
133
Mariner
Kansas
$334K
HighTower Advisors
134
HighTower Advisors
Illinois
$333K +$72.1K +1,903 +28%
WCM
135
Warburton Capital Management
Oklahoma
$325K +$325K +8,597 New
KFGG
136
Keystone Financial Group (Georgia)
Georgia
$317K +$317K +8,355 New
OMC
137
Old Mission Capital
Illinois
$311K +$311K +8,201 New
XPN
138
XY Planning Network
Montana
$310K +$310K +8,192 New
AWM
139
Austin Wealth Management
Texas
$295K +$4.14K +107 +1%
TCM
140
Towneley Capital Management
California
$293K -$1.55K -41 -0.5%
FWP
141
Family Wealth Partners
North Carolina
$288K -$6.67K -176 -2%
LWP
142
Laurel Wealth Planning
Minnesota
$275K
MADFP
143
Michael A Dubis Financial Planning
Wisconsin
$275K +$275K +7,253 New
Mercer Global Advisors
144
Mercer Global Advisors
Colorado
$268K
ACC
145
Acorn Creek Capital
Colorado
$267K -$9.06K -239 -3%
MA
146
McGrath & Associates
North Carolina
$267K +$267K +7,044 New
IWS
147
Integrity Wealth Solutions
Colorado
$258K +$258K +6,804 New
BAWC
148
Boyce & Associates Wealth Consulting
Texas
$251K +$251K +6,627 New
VWM
149
Verus Wealth Management
Wisconsin
$250K +$250K +6,600 New
SOAG
150
Silver Oak Advisory Group
Oregon
$248K +$909 +24 +0.4%