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Dimensional Emerging Markets Sustainability Core 1 ETF

70 hedge funds and large institutions have $122M invested in Dimensional Emerging Markets Sustainability Core 1 ETF in 2023 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 33 increasing their positions, 10 reducing their positions, and 3 closing their positions.

Holders
70
Holders Change
+11
Holders Change %
+18.64%
% of All Funds
1.12%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
14
Increased
33
Reduced
10
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AA
51
Addison Advisors
Vermont
$150K +$150K +5,090 New
CCMI
52
Creative Capital Management Investments
California
$134K
OCM
53
Orion Capital Management
California
$101K +$101K +3,425 New
RTL
54
Red Tortoise LLC
Georgia
$63.1K +$705 +24 +1%
WWM
55
Wolff Wiese Magana
California
$45.3K -$30.2K -1,026 -40%
AFS
56
Annapolis Financial Services
Maryland
$39.2K
CPA
57
Cardiff Park Advisors
California
$35.1K +$382 +13 +1%
JWA
58
JFS Wealth Advisors
Pennsylvania
$29.2K -$3.03K -103 -9%
RLIM
59
Red Lighthouse Investment Management
New York
$28.1K
Wells Fargo
60
Wells Fargo
California
$25.4K
AWM
61
Avior Wealth Management
Nebraska
$19.6K +$206 +7 +1%
JPMorgan Chase & Co
62
JPMorgan Chase & Co
New York
$16K -$12.5K -426 -44%
TIM
63
Tortoise Investment Management
New York
$9.7K +$9.7K +330 New
BCM
64
Blume Capital Management
California
$8.82K
EWP
65
Elevation Wealth Partners
California
$5.59K +$5.59K +190 New
FFA
66
Farther Finance Advisors
California
$3.82K +$3.82K +130 New
GJIA
67
Glass Jacobson Investment Advisors
Maryland
$2.94K
LFA
68
Level Financial Advisors
New York
$882 +$265 +9 +43%
Bank of America
69
Bank of America
North Carolina
$764 +$764 +26 New
US Bancorp
70
US Bancorp
Minnesota
$147 +$147 +5 New
Bank of Montreal
71
Bank of Montreal
Ontario, Canada
-$2.02M -64,118 Closed
Corient Private Wealth
72
Corient Private Wealth
Florida
-$1.72M -56,478 Closed
HIGP
73
Hill Investment Group Partners
Missouri
-$207K -6,784 Closed