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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 %
IAG
51
Investment Advisory Group
Massachusetts
$352K
CCM
52
Carlson Capital Management
Minnesota
$351K +$106K +3,694 +43%
Corient Private Wealth
53
Corient Private Wealth
Florida
$333K -$3.15M -109,776 -90%
AC
54
Apella Capital
Connecticut
$286K +$286K +9,952 New
TWA
55
TCI Wealth Advisors
Arizona
$276K +$46.4K +1,617 +20%
CFA
56
Cahill Financial Advisors
Minnesota
$276K +$276K +9,601 New
OCM
57
Orion Capital Management
California
$259K +$259K +9,018 New
BJL
58
Brighton Jones LLC
Washington
$252K +$252K +8,779 New
FRA
59
Frank Rimerman Advisors
California
$239K +$239K +8,316 New
HighTower Advisors
60
HighTower Advisors
Illinois
$228K +$19.8K +688 +10%
AA
61
Addison Advisors
Vermont
$213K +$213K +7,416 New
RTL
62
Red Tortoise LLC
Georgia
$173K +$976 +34 +0.6%
FCG
63
Financial Connections Group
California
$142K +$135K +4,732 +1,939%
MFA
64
McClarren Financial Advisors
Pennsylvania
$129K +$52.3K +1,823 +68%
CPA
65
Cardiff Park Advisors
California
$114K +$660 +23 +0.6%
WWM
66
Wolff Wiese Magana
California
$112K -$74.8K -2,604 -40%
GWS
67
Glassman Wealth Services
Virginia
$88.4K +$18.5K +643 +26%
AF
68
Allworth Financial
California
$86.1K
RLIM
69
Red Lighthouse Investment Management
New York
$82.7K +$25.8K +899 +45%
JPMorgan Chase & Co
70
JPMorgan Chase & Co
New York
$67.8K -$21K -733 -24%
JWA
71
JFS Wealth Advisors
Pennsylvania
$58.7K -$3.1K -108 -5%
AWM
72
Avior Wealth Management
Nebraska
$58.3K +$316 +11 +0.5%
CCMI
73
Creative Capital Management Investments
California
$42.1K
AFS
74
Annapolis Financial Services
Maryland
$35.6K
Wells Fargo
75
Wells Fargo
California
$35.3K