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Dimensional International Sustainability Core 1 ETF

160 hedge funds and large institutions have $376M invested in Dimensional International Sustainability Core 1 ETF in 2024 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 85 increasing their positions, 18 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
160
Holders Change
+20
Holders Change %
+14.29%
% of All Funds
2.13%
Holding in Top 10
11
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+83.33%
% of All Funds
0.15%
New
31
Increased
85
Reduced
18
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SSC
51
Syverson Strege & Co
Iowa
$1.42M +$68.3K +2,080 +5%
NL
52
NWAM LLC
Washington
$1.39M +$239K +7,269 +21%
Betterment LLC
53
Betterment LLC
New York
$1.31M +$659K +20,068 +101%
Commonwealth Equity Services
54
Commonwealth Equity Services
Massachusetts
$1.27M +$66.4K +2,022 +5%
EWA
55
EP Wealth Advisors
California
$1.24M +$1.24M +37,764 New
PFBT
56
Parkside Financial Bank & Trust
Missouri
$1.24M +$7.69K +234 +0.6%
B
57
BetterWealth
California
$1.22M +$30.5K +929 +3%
MGW
58
MB Generational Wealth
Washington
$1.16M +$19.1K +582 +2%
CW
59
Cook Wealth
North Carolina
$1.11M +$10.3K +303 +0.9%
CCM
60
Carlson Capital Management
Minnesota
$1.03M +$279K +8,498 +37%
DPW
61
DiNuzzo Private Wealth
Pennsylvania
$994K +$31.6K +961 +3%
HNWA
62
Henrickson Nauta Wealth Advisors
Michigan
$912K +$125K +3,812 +16%
LFA
63
Level Financial Advisors
New York
$865K +$349K +10,622 +68%
Focus Partners Wealth
64
Focus Partners Wealth
Massachusetts
$863K +$328 +10 +0%
KAS
65
Kestra Advisory Services
Texas
$841K +$45.6K +1,388 +6%
FFA
66
Farther Finance Advisors
California
$824K +$150K +4,568 +22%
JC
67
Jentner Corp
Ohio
$821K +$821K +24,998 New
SRWM
68
Shira Ridge Wealth Management
California
$806K
CFA
69
Cahill Financial Advisors
Minnesota
$795K -$37.8K -1,150 -5%
BWA
70
Babb Wealth Advisors
Arizona
$749K +$749K +22,814 New
MWM
71
Modera Wealth Management
New Jersey
$734K +$142K +4,312 +24%
TWA
72
TCI Wealth Advisors
Arizona
$731K +$53.4K +1,626 +8%
SDWIA
73
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$713K
CI
74
Cordant Inc
Oregon
$712K +$126K +3,845 +22%
APC
75
Asset Planning Corporation
Tennessee
$700K +$3.55K +108 +0.5%