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Dimensional International Sustainability Core 1 ETF

103 hedge funds and large institutions have $229M invested in Dimensional International Sustainability Core 1 ETF in 2023 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 51 increasing their positions, 14 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
103
Holders Change
+17
Holders Change %
+19.77%
% of All Funds
1.51%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
23
Increased
51
Reduced
14
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
QFA
1
Quantum Financial Advisors
California
$28.3M +$373K +11,632 +1%
MWM
2
Merriman Wealth Management
Washington
$17.3M +$252K +7,867 +1%
AWP
3
Abacus Wealth Partners
California
$13.6M +$1.1M +34,443 +9%
FF
4
Francis Financial
$13.3M +$2.26M +70,542 +20%
RS
5
Retirement Solution
Washington
$13M +$307K +9,572 +2%
AWM
6
AE Wealth Management
Kansas
$13M +$369K +11,601 +3%
AP
7
Adero Partners
California
$12.1M +$413K +12,886 +4%
AC
8
AWM Capital
Arizona
$10.4M -$9M -280,976 -46%
FFM
9
Forum Financial Management
Illinois
$7.73M +$3.69M +115,108 +91%
GA
10
Greenspring Advisors
Maryland
$6.55M
PCI
11
Planning Center Inc
Illinois
$6.15M +$1.75M +54,641 +40%
NCM
12
New Capital Management
Texas
$5.35M +$2.78M +86,678 +108%
OMC
13
Old Mission Capital
Illinois
$5.11M +$1.25M +39,004 +32%
Corient Private Wealth
14
Corient Private Wealth
Florida
$4.25M +$3.88M +121,123 +1,044%
HFS
15
Heritage Financial Services
Massachusetts
$3.92M +$126K +3,931 +3%
Pathstone Holdings
16
Pathstone Holdings
New Jersey
$3.9M +$3.9M +121,615 New
Wealth Enhancement Advisory Services
17
Wealth Enhancement Advisory Services
Minnesota
$3.36M +$600K +18,725 +22%
FOA
18
Five Oceans Advisors
California
$3.3M +$1.73M +54,111 +110%
ADL
19
Asset Dedication LLC
California
$3.02M +$973K +30,352 +48%
Jane Street
20
Jane Street
New York
$2.73M -$7.31M -228,085 -73%
NA
21
NewEdge Advisors
Louisiana
$2.39M +$721K +22,993 +43%
RIM
22
RW Investment Management
Idaho
$2.33M +$863K +26,948 +59%
WCWM
23
Willow Creek Wealth Management
California
$2.22M +$211K +6,593 +11%
FTUS
24
Flow Traders U.S.
New York
$2.18M -$556K -17,350 -20%
QHA
25
Quarry Hill Advisors
Minnesota
$2.12M +$844K +26,340 +66%