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Dimensional International Sustainability Core 1 ETF

86 hedge funds and large institutions have $186M invested in Dimensional International Sustainability Core 1 ETF in 2023 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 48 increasing their positions, 8 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
86
Holders Change
+14
Holders Change %
+19.44%
% of All Funds
1.37%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.1%
New
17
Increased
48
Reduced
8
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
NCM
26
Northland Capital Management
Minnesota
$1.39M -$262K -9,128 -16%
RIM
27
RW Investment Management
Idaho
$1.32M +$232K +8,092 +21%
NL
28
NWAM LLC
Washington
$1.24M +$783K +27,261 +170%
QHA
29
Quarry Hill Advisors
Minnesota
$1.15M +$200K +6,983 +21%
TI
30
Truepoint Inc
Ohio
$1.06M +$2.13K +74 +0.2%
FPAS
31
Focus Partners Advisor Solutions
Missouri
$1.01M +$109K +3,806 +12%
B
32
BetterWealth
California
$973K +$33.6K +1,170 +4%
HCM
33
Hutchinson Capital Management
California
$972K
SC
34
Savant Capital
Illinois
$965K +$965K +33,602 New
BSW
35
Buckingham Strategic Wealth
Missouri
$710K +$73K +2,544 +11%
Commonwealth Equity Services
36
Commonwealth Equity Services
Massachusetts
$644K +$49.8K +1,736 +8%
WA
37
Waverly Advisors
Alabama
$616K -$124K -4,316 -17%
SRWM
38
Shira Ridge Wealth Management
California
$614K +$204K +7,100 +50%
WA
39
Wealth Architects
California
$603K +$7.44K +259 +1%
MWM
40
Modera Wealth Management
New Jersey
$584K +$41.8K +1,455 +8%
AF
41
Advisornet Financial
Minnesota
$537K +$96.3K +3,355 +22%
NRWA
42
North Ridge Wealth Advisors
Oregon
$535K +$517 +18 +0.1%
GWM
43
Grand Wealth Management
Michigan
$532K -$132K -4,604 -20%
HNWA
44
Henrickson Nauta Wealth Advisors
Michigan
$465K +$149K +5,197 +47%
SDWIA
45
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$418K +$7.03K +245 +2%
WWP
46
Waypoint Wealth Partners
California
$402K +$111K +3,880 +38%
CI
47
Cordant Inc
Oregon
$393K +$101K +3,535 +35%
CPIG
48
Chicago Partners Investment Group
Illinois
$383K +$6.13K +222 +2%
PCM
49
Passive Capital Management
Maryland
$376K
RIM
50
Rockbridge Investment Management
New York
$361K +$27.1K +943 +8%