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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 %
RS
1
Retirement Solution
Washington
$215M -$6.81M -179,628 -3%
AC
2
AWM Capital
Arizona
$111M +$6.95M +183,322 +7%
QFA
3
Quantum Financial Advisors
California
$86.1M +$1.49M +39,215 +2%
MWM
4
Merriman Wealth Management
Washington
$37.5M -$1.11M -29,352 -3%
AWP
5
Abacus Wealth Partners
California
$36.8M -$132K -3,493 -0.4%
CC
6
Citrine Capital
California
$32.7M +$32.7M +862,369 New
LAMNM
7
Longview Asset Management (New Mexico)
New Mexico
$23.7M +$23.7M +626,158 New
AP
8
Adero Partners
California
$21.8M +$2.01M +53,046 +10%
Wealth Enhancement Advisory Services
9
Wealth Enhancement Advisory Services
Minnesota
$15.8M +$473K +12,479 +3%
GC
10
Gibson Capital
Pennsylvania
$15.2M
FFM
11
Forum Financial Management
Illinois
$15.1M +$43.3K +1,143 +0.3%
Pathstone Holdings
12
Pathstone Holdings
New Jersey
$13.5M +$3.14M +81,563 +30%
FPAS
13
Focus Partners Advisor Solutions
Missouri
$13.4M +$189K +4,974 +1%
NCM
14
New Capital Management
Texas
$12.9M +$976K +25,742 +8%
HFS
15
Heritage Financial Services
Massachusetts
$11.6M -$221K -5,825 -2%
WC
16
Wolfstich Capital
Massachusetts
$10.5M +$10.5M +277,702 New
WCWM
17
Willow Creek Wealth Management
California
$9.67M +$2.34M +61,657 +32%
BOC
18
Blue Oak Capital
California
$9.23M +$9.23M +243,480 New
Focus Partners Wealth
19
Focus Partners Wealth
Massachusetts
$8.78M -$25.7K -677 -0.3%
EFP
20
Elser Financial Planning
Indiana
$8.38M +$8.38M +221,004 New
NL
21
NWAM LLC
Washington
$7.96M +$797K +21,041 +11%
Corient Private Wealth
22
Corient Private Wealth
Florida
$7.29M -$386K -10,185 -5%
PCI
23
Planning Center Inc
Illinois
$7.07M -$595K -15,706 -8%
OIA
24
OneDigital Investment Advisors
Kansas
$7M -$71.2K -1,879 -1%
CPCM
25
Cardinal Point Capital Management
Ontario, Canada
$6.71M +$240K +6,320 +4%