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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 %
CCMI
76
Creative Capital Management Investments
California
$694K +$169K +5,155 +32%
LPL Financial
77
LPL Financial
California
$674K +$63.4K +1,930 +10%
LAMC
78
Longview Asset Management (California)
California
$653K +$653K +19,874 New
CPIG
79
Chicago Partners Investment Group
Illinois
$626K +$18.7K +566 +3%
CCC
80
Compass Capital Corp
Massachusetts
$625K +$625K +19,034 New
DWA
81
Delap Wealth Advisory
Oregon
$587K +$286K +8,714 +95%
NRWA
82
North Ridge Wealth Advisors
Oregon
$553K +$24.7K +753 +5%
FFG
83
Fiduciary Financial Group
California
$550K +$94.2K +2,900 +21%
GWM
84
Grand Wealth Management
Michigan
$508K +$10.5K +321 +2%
UWM
85
United Wealth Management
Virginia
$481K +$481K +14,657 New
VBA
86
von Borstel & Associates
Oregon
$475K +$222K +6,747 +87%
FWMP
87
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$450K +$450K +13,704 New
GWA
88
Geometric Wealth Advisors
District of Columbia
$442K +$69.3K +2,108 +19%
TWM
89
Tanager Wealth Management
United Kingdom
$439K +$97.1K +2,956 +28%
PCM
90
Passive Capital Management
Maryland
$430K
WA
91
Waverly Advisors
Alabama
$425K
IAG
92
Investment Advisory Group
Massachusetts
$403K
PAG
93
Private Advisor Group
New Jersey
$400K -$90.1K -2,742 -18%
W
94
WPWealth
Texas
$398K +$33.8K +1,030 +9%
EFN
95
Equita Financial Network
Pennsylvania
$392K -$17.3K -527 -4%
WAN
96
Wealth Advisors Northwest
Oregon
$372K +$372K +11,324 New
KP
97
Keel Point
Alabama
$368K
BGWM
98
Bridge Generations Wealth Management
Florida
$367K +$367K +11,159 New
AF
99
Advisornet Financial
Minnesota
$363K +$63.3K +1,927 +21%
HighTower Advisors
100
HighTower Advisors
Illinois
$353K -$34.4K -1,048 -9%