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Dimensional International Sustainability Core 1 ETF

61 hedge funds and large institutions have $126M invested in Dimensional International Sustainability Core 1 ETF in 2023 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 21 increasing their positions, 6 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
61
Holders Change
+22
Holders Change %
+56.41%
% of All Funds
0.98%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
26
Increased
21
Reduced
6
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
QFA
1
Quantum Financial Advisors
California
$25.9M +$25.9M +860,839 New
MWM
2
Merriman Wealth Management
Washington
$14.3M +$1.22M +40,722 +9%
AWM
3
AE Wealth Management
Kansas
$11M +$11M +366,679 New
RS
4
Retirement Solution
Washington
$11M +$11M +365,745 New
AWP
5
Abacus Wealth Partners
California
$9.83M -$37.8K -1,222 -0.4%
AP
6
Adero Partners
California
$8.22M +$7.64M +254,139 +1,303%
Jane Street
7
Jane Street
New York
$4.63M +$2.31M +76,785 +99%
OMC
8
Old Mission Capital
Illinois
$4.6M +$4.6M +153,142 New
PCI
9
Planning Center Inc
Illinois
$4.14M -$16.8K -546 -0.4%
FF
10
Francis Financial
$4.13M +$3.08M +102,625 +295%
Corient Private Wealth
11
Corient Private Wealth
Florida
$3.19M +$1.33M +44,350 +72%
HFS
12
Heritage Financial Services
Massachusetts
$2.58M -$9.29K -309 -0.4%
BCM
13
Brainard Capital Management
Texas
$2.25M -$25.9K -862 -1%
AC
14
AWM Capital
Arizona
$1.82M +$1.4M +46,653 +334%
RIP
15
RAM Investment Partners
Washington
$1.31M +$342K +11,370 +35%
WCWM
16
Willow Creek Wealth Management
California
$1.13M +$376K +12,513 +50%
FOA
17
Five Oceans Advisors
California
$1.05M +$175K +5,831 +20%
TI
18
Truepoint Inc
Ohio
$1.04M +$1.04M +34,562 New
B
19
BetterWealth
California
$947K +$947K +31,505 New
NA
20
NewEdge Advisors
Louisiana
$880K +$629K +20,944 +251%
HCM
21
Hutchinson Capital Management
California
$833K +$833K +27,727 New
SHWM
22
Silicon Hills Wealth Management
Texas
$794K +$794K +26,425 New
ADL
23
Asset Dedication LLC
California
$786K +$354K +11,789 +82%
PFO
24
Pathstone Family Office
New Jersey
$715K -$712K -23,700 -50%
FPAS
25
Focus Partners Advisor Solutions
Missouri
$687K +$687K +22,876 New