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Dimensional US Sustainability Core 1 ETF

67 hedge funds and large institutions have $440M invested in Dimensional US Sustainability Core 1 ETF in 2023 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 20 increasing their positions, 3 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
67
Holders Change
+33
Holders Change %
+97.06%
% of All Funds
1.07%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
36
Increased
20
Reduced
3
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AWM
1
AE Wealth Management
Kansas
$153M +$153M +5,761,921 New
RS
2
Retirement Solution
Washington
$153M +$153M +5,750,033 New
QFA
3
Quantum Financial Advisors
California
$38M +$38M +1,425,623 New
MWM
4
Merriman Wealth Management
Washington
$24.7M +$1.69M +63,575 +7%
AWP
5
Abacus Wealth Partners
California
$18.3M +$926K +34,945 +5%
AP
6
Adero Partners
California
$6.88M +$5.33M +200,153 +344%
AC
7
AWM Capital
Arizona
$4.91M +$3.19M +119,978 +187%
Corient Private Wealth
8
Corient Private Wealth
Florida
$4.56M +$1.73M +65,148 +61%
PCI
9
Planning Center Inc
Illinois
$3.99M +$85.8K +3,208 +2%
HFS
10
Heritage Financial Services
Massachusetts
$3.75M -$121K -4,545 -3%
PFO
11
Pathstone Family Office
New Jersey
$3.02M -$2.37M -88,881 -44%
B
12
BetterWealth
California
$2.62M +$2.62M +98,421 New
BCM
13
Brainard Capital Management
Texas
$1.96M +$1.57K +59 +0.1%
QHA
14
Quarry Hill Advisors
Minnesota
$1.53M +$991K +37,210 +185%
FPAS
15
Focus Partners Advisor Solutions
Missouri
$1.49M +$1.49M +56,117 New
SIS
16
Strategic Investment Solutions
Illinois
$1.41M +$1.41M +52,908 New
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$938K +$938K +35,242 New
RIP
18
RAM Investment Partners
Washington
$931K +$264K +9,922 +40%
WCWM
19
Willow Creek Wealth Management
California
$860K +$502K +18,851 +140%
NCM
20
New Capital Management
Texas
$786K +$786K +29,536 New
FFM
21
Forum Financial Management
Illinois
$751K +$751K +28,207 New
ADL
22
Asset Dedication LLC
California
$733K +$184K +6,879 +33%
TWA
23
Trellis Wealth Advisors
California
$649K +$371K +13,919 +133%
TWA
24
TCI Wealth Advisors
Arizona
$583K
WWP
25
Waypoint Wealth Partners
California
$568K +$568K +21,350 New