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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 %
GJIA
176
Glass Jacobson Investment Advisors
Maryland
$105K +$379 +10 +0.4%
PWM
177
Parkworth Wealth Management
California
$83.2K +$83.2K +2,195 New
IA
178
IFP Advisors
Florida
$74.5K +$15.2K +400 +26%
RWM
179
Rialto Wealth Management
New York
$72.8K +$72.8K +1,920 New
CMBA
180
C.M. Bidwell & Associates
Hawaii
$56.9K
CPA
181
Cardiff Park Advisors
California
$48.4K +$152 +4 +0.3%
SRCM
182
Signature Resources Capital Management
California
$43.2K +$1.14K +30 +3%
GWSG
183
GPS Wealth Strategies Group
Colorado
$26.7K +$26.7K +704 New
AWM
184
Avior Wealth Management
Nebraska
$26K -$4.63K -122 -15%
WMS
185
Wealth Management Strategies
Pennsylvania
$14K +$14K +37,012 New
ACM
186
Anfield Capital Management
California
$13.3K
ACA
187
Aptus Capital Advisors
Alabama
$12.4K
EWA
188
Elevate Wealth Advisory
Georgia
$11.1K
UBS Group
189
UBS Group
Switzerland
$10.4K +$10.4K +274 New
PS
190
Pinney & Scofield
Massachusetts
$6.31K +$6.31K +166 New
SFC
191
SYM Financial Corp
Indiana
$4.55K
QC
192
Quent Capital
New York
$76
Royal Bank of Canada
193
Royal Bank of Canada
Ontario, Canada
-$673K -18,089 Closed
Osaic Holdings
194
Osaic Holdings
Arizona
-$670K -18,010 Closed
AWS
195
Atria Wealth Solutions
New York
-$522K -14,034 Closed
BAM
196
Belpointe Asset Management
Nevada
-$133K -3,584 Closed