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Dimensional US Sustainability Core 1 ETF

140 hedge funds and large institutions have $694M invested in Dimensional US Sustainability Core 1 ETF in 2024 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 61 increasing their positions, 34 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
140
Holders Change
+15
Holders Change %
+12%
% of All Funds
2.04%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.15%
New
21
Increased
61
Reduced
34
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
RS
1
Retirement Solution
Washington
$209M -$3.71M -106,321 -2%
QFA
2
Quantum Financial Advisors
California
$74.7M +$4.47M +128,145 +6%
AC
3
AWM Capital
Arizona
$74.5M +$8.2M +235,332 +12%
MWM
4
Merriman Wealth Management
Washington
$35.1M -$92.5K -2,654 -0.3%
AWP
5
Abacus Wealth Partners
California
$31.9M +$644K +18,474 +2%
AP
6
Adero Partners
California
$17.5M +$1.82M +52,293 +12%
GC
7
Gibson Capital
Pennsylvania
$14M -$631K -18,101 -4%
FFM
8
Forum Financial Management
Illinois
$13.8M +$628K +18,013 +5%
Wealth Enhancement Advisory Services
9
Wealth Enhancement Advisory Services
Minnesota
$12.4M +$611K +17,532 +5%
HFS
10
Heritage Financial Services
Massachusetts
$10.9M -$54.2K -1,554 -0.5%
NCM
11
New Capital Management
Texas
$10.9M +$80.1K +2,299 +0.7%
FPAS
12
Focus Partners Advisor Solutions
Missouri
$10.7M +$794K +22,790 +8%
Pathstone Holdings
13
Pathstone Holdings
New Jersey
$8.63M +$1.42M +40,846 +20%
EFP
14
Elser Financial Planning
Indiana
$7.4M +$7.4M +212,323 New
PCI
15
Planning Center Inc
Illinois
$7.11M +$48.7K +1,397 +0.7%
Corient Private Wealth
16
Corient Private Wealth
Florida
$7.01M -$68.8K -1,974 -1%
BSW
17
Buckingham Strategic Wealth
Missouri
$6.88M +$825K +23,656 +14%
SIS
18
Strategic Investment Solutions
Illinois
$6.56M +$6.56M +182,692 New
WCWM
19
Willow Creek Wealth Management
California
$6.44M +$1.92M +55,121 +43%
QHA
20
Quarry Hill Advisors
Minnesota
$5.9M +$893K +25,604 +18%
CPCM
21
Cardinal Point Capital Management
Ontario, Canada
$5.54M +$4.69M +134,570 +551%
SIC
22
SJS Investment Consulting
Ohio
$5.26M +$2.24M +64,280 +74%
OIA
23
OneDigital Investment Advisors
Kansas
$4.41M +$1.98M +56,930 +82%
NCM
24
Northland Capital Management
Minnesota
$4.29M +$482K +13,822 +13%
WWP
25
Waypoint Wealth Partners
California
$4.21M +$2.32M +66,695 +123%