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Dimensional International Sustainability Core 1 ETF

126 hedge funds and large institutions have $278M 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, 22 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
126
Holders Change
+8
Holders Change %
+6.78%
% of All Funds
1.83%
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
22
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
LAM
76
LifePro Asset Management
California
$373K +$11.1K +336 +3%
PWA
77
Physician Wealth Advisors
Utah
$365K -$16.5K -480 -4%
FCG
78
Financial Connections Group
California
$341K +$66 +2 +0%
BPA
79
Beacon Pointe Advisors
California
$331K
DWM
80
Diversify Wealth Management
Utah
$326K +$326K +10,199 New
FFG
81
Fiduciary Financial Group
California
$310K +$310K +9,011 New
AF
82
Advisornet Financial
Minnesota
$301K -$4.81K -146 -2%
PFA
83
Pure Financial Advisors
California
$300K +$300K +9,103 New
AFG
84
Altiora Financial Group
Ohio
$300K +$300K +9,100 New
TWM
85
Tanager Wealth Management
United Kingdom
$299K +$12.1K +367 +4%
EFP
86
EnRich Financial Partners
Wisconsin
$294K -$7.61K -231 -3%
Mariner
87
Mariner
Kansas
$285K
CCMI
88
Creative Capital Management Investments
California
$280K
FRA
89
Frank Rimerman Advisors
California
$274K
BCA
90
Bay Colony Advisors
Massachusetts
$270K
MFA
91
Morling Financial Advisors
California
$267K +$8.3K +252 +3%
Bank of Montreal
92
Bank of Montreal
Ontario, Canada
$260K +$260K +8,281 New
OCM
93
Orion Capital Management
California
$250K -$71.8K -2,180 -22%
RCAG
94
Rehmann Capital Advisory Group
Michigan
$241K
AF
95
Allworth Financial
California
$239K +$138K +4,109 +137%
MWA
96
Mills Wealth Advisors
Texas
$218K +$494 +15 +0.2%
ACC
97
Acorn Creek Capital
Colorado
$218K +$3.36K +102 +2%
FWP
98
Family Wealth Partners
North Carolina
$213K +$213K +6,453 New
RF
99
RHS Financial
California
$206K -$29.3K -888 -12%
RTL
100
Red Tortoise LLC
Georgia
$203K +$2.6K +79 +1%