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Dimensional Emerging Markets Sustainability Core 1 ETF

86 hedge funds and large institutions have $142M invested in Dimensional Emerging Markets Sustainability Core 1 ETF in 2023 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 44 increasing their positions, 6 reducing their positions, and 7 closing their positions.

Holders
86
Holders Change
+16
Holders Change %
+22.86%
% of All Funds
1.26%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
24
Increased
44
Reduced
6
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
QFA
1
Quantum Financial Advisors
California
$17.9M 566,705 -23,216 -4%
AC
2
AWM Capital
Arizona
$14M 443,598 +55,767 +14%
AWP
3
Abacus Wealth Partners
California
$12.7M 401,087 +61,574 +18%
FOA
4
Five Oceans Advisors
California
$10M 317,196 +20,168 +7%
FFM
5
Forum Financial Management
Illinois
$9.66M 305,499 +120,370 +65%
MWM
6
Merriman Wealth Management
Washington
$7.44M 235,286 +20,895 +10%
Jane Street
7
Jane Street
New York
$6.34M 200,444 +80,542 +67%
AP
8
Adero Partners
California
$4.22M 133,493 +17,423 +15%
GA
9
Greenspring Advisors
Maryland
$4.22M 133,416
RS
10
Retirement Solution
Washington
$3.84M 121,580 +2,704 +2%
AWM
11
AE Wealth Management
Kansas
$3.74M 122,543 +3,451 +3%
Wealth Enhancement Advisory Services
12
Wealth Enhancement Advisory Services
Minnesota
$2.65M 83,769 +13,653 +19%
HFS
13
Heritage Financial Services
Massachusetts
$2.43M 76,851 +843 +1%
SC
14
Savant Capital
Illinois
$2.38M 75,117 +41,460 +123%
FF
15
Francis Financial
$2.34M 74,107 +4,619 +7%
Corient Private Wealth
16
Corient Private Wealth
Florida
$1.94M 61,331 +61,331 New
NCM
17
New Capital Management
Texas
$1.9M 60,100 +21,719 +57%
Pathstone Holdings
18
Pathstone Holdings
New Jersey
$1.89M 59,832 +59,832 New
ADL
19
Asset Dedication LLC
California
$1.85M 58,555 +5,804 +11%
WCWM
20
Willow Creek Wealth Management
California
$1.78M 56,424 +13,596 +32%
OMC
21
Old Mission Capital
Illinois
$1.65M 52,128 -22,645 -30%
WA
22
Wealth Architects
California
$1.62M 51,359 +5,501 +12%
AI
23
Atria Investments
North Carolina
$1.41M 44,719 +4,906 +12%
DWM
24
Drive Wealth Management
Utah
$1.41M 44,719 +4,906 +12%
SC
25
Schoolcraft Capital
Colorado
$1.35M 42,787 +15,310 +56%