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Dimensional Emerging Markets Sustainability Core 1 ETF

89 hedge funds and large institutions have $151M invested in Dimensional Emerging Markets Sustainability Core 1 ETF in 2024 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 55 increasing their positions, 12 reducing their positions, and 6 closing their positions.

Holders
89
Holders Change
+3
Holders Change %
+3.49%
% of All Funds
1.29%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
9
Increased
55
Reduced
12
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
QFA
1
Quantum Financial Advisors
California
$17.7M 549,605 -17,100 -3%
AC
2
AWM Capital
Arizona
$17.3M 536,446 +92,848 +21%
AWP
3
Abacus Wealth Partners
California
$13.1M 405,916 +4,829 +1%
FFM
4
Forum Financial Management
Illinois
$10.7M 331,038 +25,539 +8%
FOA
5
Five Oceans Advisors
California
$10.5M 325,324 +8,128 +3%
MWM
6
Merriman Wealth Management
Washington
$8.11M 251,764 +16,478 +7%
AP
7
Adero Partners
California
$5.15M 160,045 +26,552 +20%
GA
8
Greenspring Advisors
Maryland
$4.3M 133,416
OMC
9
Old Mission Capital
Illinois
$4.28M 133,030 +80,902 +155%
RS
10
Retirement Solution
Washington
$3.93M 122,051 +471 +0.4%
Wealth Enhancement Advisory Services
11
Wealth Enhancement Advisory Services
Minnesota
$2.93M 90,941 +7,172 +9%
SC
12
Savant Capital
Illinois
$2.83M 87,945 +12,828 +17%
FF
13
Francis Financial
$2.79M 86,755 +12,648 +17%
WCWM
14
Willow Creek Wealth Management
California
$2.43M 75,518 +19,094 +34%
HFS
15
Heritage Financial Services
Massachusetts
$2.42M 75,181 -1,670 -2%
ADL
16
Asset Dedication LLC
California
$2.32M 71,862 +13,307 +23%
Corient Private Wealth
17
Corient Private Wealth
Florida
$2M 62,221 +890 +1%
WA
18
Wealth Architects
California
$1.95M 60,445 +9,086 +18%
Pathstone Holdings
19
Pathstone Holdings
New Jersey
$1.93M 59,860 +28 +0%
NCM
20
New Capital Management
Texas
$1.83M 56,893 -3,207 -5%
Jane Street
21
Jane Street
New York
$1.76M 54,512 -145,932 -73%
DWM
22
Drive Wealth Management
Utah
$1.72M 53,470 +8,751 +20%
AI
23
Atria Investments
North Carolina
$1.72M 53,470 +8,751 +20%
BJL
24
Brighton Jones LLC
Washington
$1.63M 50,534 +13,461 +36%
PCI
25
Planning Center Inc
Illinois
$1.4M 43,480 +2,695 +7%