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Dimensional Emerging Markets Sustainability Core 1 ETF

50 hedge funds and large institutions have $86.4M invested in Dimensional Emerging Markets Sustainability Core 1 ETF in 2023 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 18 increasing their positions, 7 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
50
Holders Change
+17
Holders Change %
+51.52%
% of All Funds
0.8%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
19
Increased
18
Reduced
7
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AF
26
Advisornet Financial
Minnesota
$430K +$430K +14,376 New
ADL
27
Asset Dedication LLC
California
$403K +$261K +8,724 +183%
FFM
28
Forum Financial Management
Illinois
$382K +$159K +5,318 +71%
EWA
29
Exencial Wealth Advisors
Oklahoma
$336K +$179 +6 +0.1%
BAM
30
Baldrige Asset Management
Pennsylvania
$333K +$36.1K +1,205 +12%
RIM
31
RW Investment Management
Idaho
$321K +$321K +10,741 New
PFO
32
Pathstone Family Office
New Jersey
$306K -$306K -10,229 -50%
WWP
33
Waypoint Wealth Partners
California
$291K +$291K +9,740 New
NCM
34
New Capital Management
Texas
$287K +$287K +9,618 New
NRWA
35
North Ridge Wealth Advisors
Oregon
$283K +$283K +9,456 New
BJL
36
Brighton Jones LLC
Washington
$207K +$207K +6,909 New
TWA
37
TCI Wealth Advisors
Arizona
$164K
GWM
38
Grand Wealth Management
Michigan
$140K -$11.1K -370 -7%
CCMI
39
Creative Capital Management Investments
California
$136K +$136K +4,549 New
WWM
40
Wolff Wiese Magana
California
$76.8K
SIS
41
Strategic Investment Solutions
Illinois
$58.7K +$58.7K +1,965 New
RTL
42
Red Tortoise LLC
Georgia
$40.8K +$40.8K +1,365 New
AFS
43
Annapolis Financial Services
Maryland
$39.9K
CPA
44
Cardiff Park Advisors
California
$35.1K +$2.6K +87 +8%
JPMorgan Chase & Co
45
JPMorgan Chase & Co
New York
$28.6K +$28.6K +958 New
RLIM
46
Red Lighthouse Investment Management
New York
$28.5K
AWM
47
Avior Wealth Management
Nebraska
$19.6K
SSC
48
Syverson Strege & Co
Iowa
$17.4K +$2.27K +76 +15%
UBS Group
49
UBS Group
Switzerland
$15.4K +$15.4K +514 New
Commonwealth Equity Services
50
Commonwealth Equity Services
Massachusetts
$208 +$208 +6,959 New