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 %
AAM
151
Austin Asset Management
Texas
$246K
SPI
152
Sutton Place Investors
New York
$242K -$20.3K -535 -8%
JPMorgan Chase & Co
153
JPMorgan Chase & Co
New York
$241K -$20.6K -544 -8%
EWA
154
Exencial Wealth Advisors
Oklahoma
$226K
PWS
155
Physician Wealth Solutions
Nevada
$220K
HA
156
Herold Advisors
New York
$216K
AF
157
Allworth Financial
California
$214K +$100K +2,552 +88%
TFM
158
Trademark Financial Management
Minnesota
$212K
TC
159
TownSquare Capital
Utah
$208K +$208K +5,493 New
GWS
160
Glassman Wealth Services
Virginia
$206K +$41.1K +1,085 +25%
SFG
161
SNS Financial Group
Minnesota
$205K +$205K +5,411 New
SWM
162
Sterling Wealth Management
Illinois
$200K +$200K +5,288 New
EWP
163
Elevation Wealth Partners
California
$191K +$682 +18 +0.4%
CW
164
Curio Wealth
Maryland
$187K +$187K +4,944 New
RTL
165
Red Tortoise LLC
Georgia
$181K +$569 +15 +0.3%
JWA
166
JFS Wealth Advisors
Pennsylvania
$179K
GWM
167
Grand Wealth Management
Michigan
$152K +$52K +1,371 +52%
RLIM
168
Red Lighthouse Investment Management
New York
$142K
MFA
169
McClarren Financial Advisors
Pennsylvania
$141K +$11.5K +373 +9%
CMP
170
Coston McIsaac & Partners
Maine
$133K +$133K +3,524 New
CA
171
Clearstead Advisors
Ohio
$130K
LI
172
LRI Investments
Florida
$130K +$14.3K +378 +12%
BAM
173
Bellevue Asset Management
Washington
$124K
CCA
174
Criterion Capital Advisors
Tennessee
$123K
TWD
175
True Wealth Design
Ohio
$110K -$30.8K -812 -22%