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Dimensional International Sustainability Core 1 ETF

118 hedge funds and large institutions have $260M invested in Dimensional International Sustainability Core 1 ETF in 2024 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 67 increasing their positions, 12 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
118
Holders Change
+15
Holders Change %
+14.56%
% of All Funds
1.71%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
23
Increased
67
Reduced
12
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CA
101
Clearstead Advisors
Ohio
$96.9K +$96.9K +2,878 New
JPMorgan Chase & Co
102
JPMorgan Chase & Co
New York
$74.1K +$62K +1,840 +508%
JWA
103
JFS Wealth Advisors
Pennsylvania
$68.8K
LI
104
LRI Investments
Florida
$51.4K +$51.4K +1,527 New
CCA
105
Criterion Capital Advisors
Tennessee
$47.7K +$26.7K +794 +127%
CMBA
106
C.M. Bidwell & Associates
Hawaii
$43.8K +$43.8K +1,300 New
TIM
107
Tortoise Investment Management
New York
$42.8K +$31.3K +930 +274%
CTWM
108
Cherry Tree Wealth Management
Minnesota
$24K
SRCM
109
Signature Resources Capital Management
California
$22K
GJIA
110
Glass Jacobson Investment Advisors
Maryland
$16.6K +$13.2K +392 +392%
EWP
111
Elevation Wealth Partners
California
$15.3K +$67 +2 +0.4%
FFA
112
Farther Finance Advisors
California
$14.6K
MFG
113
Mendota Financial Group
Wisconsin
$13.3K
ACA
114
Aptus Capital Advisors
Alabama
$9.53K +$9.53K +283 New
BCM
115
Blume Capital Management
California
$5.05K
ME
116
McIlrath & Eck
Washington
$4.34K
AWM
117
Avior Wealth Management
Nebraska
$3K
UBS Group
118
UBS Group
Switzerland
$943 +$943 +28 New
AWM
119
AE Wealth Management
Kansas
-$13M -409,893 Closed
FTUS
120
Flow Traders U.S.
New York
-$2.18M -67,972 Closed
BAM
121
Belpointe Asset Management
Nevada
-$775K -24,184 Closed
MFA
122
McClarren Financial Advisors
Pennsylvania
-$115K -3,601 Closed
EWA
123
Elevate Wealth Advisory
Georgia
-$76.8K -2,399 Closed
AFS
124
Annapolis Financial Services
Maryland
-$46K -1,437 Closed
FDCDDQ
125
Federation des caisses Desjardins du Quebec
Quebec, Canada
-$17.3K -580 Closed