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Dimensional International Sustainability Core 1 ETF

127 hedge funds and large institutions have $279M invested in Dimensional International Sustainability Core 1 ETF in 2024 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 68 increasing their positions, 23 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
127
Holders Change
+8
Holders Change %
+6.72%
% of All Funds
1.85%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
17
Increased
68
Reduced
23
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
DPW
51
DiNuzzo Private Wealth
Pennsylvania
$953K -$27K -821 -3%
BSW
52
Buckingham Strategic Wealth
Missouri
$865K +$40.5K +1,231 +5%
CFA
53
Cahill Financial Advisors
Minnesota
$833K +$9.78K +297 +1%
SRWM
54
Shira Ridge Wealth Management
California
$808K +$9.88K +300 +1%
HNWA
55
Henrickson Nauta Wealth Advisors
Michigan
$734K +$39.4K +1,195 +6%
SDWIA
56
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$611K -$23.6K -716 -4%
LPL Financial
57
LPL Financial
California
$604K +$604K +18,337 New
APC
58
Asset Planning Corporation
Tennessee
$598K +$102K +3,111 +21%
MWM
59
Modera Wealth Management
New Jersey
$591K -$91.6K -2,782 -13%
CPIG
60
Chicago Partners Investment Group
Illinois
$586K +$126K +3,748 +27%
CCM
61
Carlson Capital Management
Minnesota
$585K +$25.2K +765 +5%
CI
62
Cordant Inc
Oregon
$580K +$15.2K +460 +3%
KAS
63
Kestra Advisory Services
Texas
$577K +$276K +8,364 +91%
ASI
64
Advisory Services & Investments
Oregon
$536K -$11.7K -356 -2%
GWM
65
Grand Wealth Management
Michigan
$521K -$26.5K -805 -5%
WWP
66
Walden Wealth Partners
Ohio
$496K
LFA
67
Level Financial Advisors
New York
$488K +$121K +3,676 +33%
PAG
68
Private Advisor Group
New Jersey
$464K +$67.4K +2,046 +17%
WA
69
Waverly Advisors
Alabama
$459K
NRWA
70
North Ridge Wealth Advisors
Oregon
$440K -$19.4K -589 -4%
PCM
71
Passive Capital Management
Maryland
$432K
Betterment LLC
72
Betterment LLC
New York
$409K +$409K +12,411 New
TWA
73
TCI Wealth Advisors
Arizona
$407K +$40.3K +1,222 +11%
IAG
74
Investment Advisory Group
Massachusetts
$404K
HighTower Advisors
75
HighTower Advisors
Illinois
$389K +$15.3K +464 +4%