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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 %
QFA
1
Quantum Financial Advisors
California
$29.9M +$850K +25,817 +3%
AC
2
AWM Capital
Arizona
$21.7M +$5.37M +163,113 +33%
MWM
3
Merriman Wealth Management
Washington
$18.3M +$342K +10,393 +2%
FF
4
Francis Financial
$16.9M +$1.67M +50,825 +11%
AP
5
Adero Partners
California
$16.4M +$1.76M +53,431 +12%
AWP
6
Abacus Wealth Partners
California
$15.2M +$867K +26,307 +6%
RS
7
Retirement Solution
Washington
$13.6M +$162K +4,933 +1%
FFM
8
Forum Financial Management
Illinois
$9.17M +$542K +16,439 +6%
GA
9
Greenspring Advisors
Maryland
$6.73M
PCI
10
Planning Center Inc
Illinois
$6.65M +$79.9K +2,426 +1%
EFP
11
Elser Financial Planning
Indiana
$5.65M +$5.65M +171,569 New
Jane Street
12
Jane Street
New York
$5.52M +$3.59M +109,086 +187%
HFS
13
Heritage Financial Services
Massachusetts
$5.32M -$955 -29 -0%
Pathstone Holdings
14
Pathstone Holdings
New Jersey
$4.91M +$904K +27,456 +23%
NCM
15
New Capital Management
Texas
$4.66M +$204K +6,195 +5%
WCWM
16
Willow Creek Wealth Management
California
$4.61M +$1.24M +37,784 +37%
Corient Private Wealth
17
Corient Private Wealth
Florida
$4.17M -$208K -6,327 -5%
FOA
18
Five Oceans Advisors
California
$4.08M +$41.7K +1,265 +1%
ADL
19
Asset Dedication LLC
California
$3.86M +$424K +12,873 +12%
Wealth Enhancement Advisory Services
20
Wealth Enhancement Advisory Services
Minnesota
$3.79M +$16.5K +502 +0.4%
RIM
21
RW Investment Management
Idaho
$2.96M +$177K +5,377 +6%
NA
22
NewEdge Advisors
Louisiana
$2.94M +$243K +7,383 +9%
QHA
23
Quarry Hill Advisors
Minnesota
$2.86M +$571K +17,345 +25%
AC
24
Apella Capital
Connecticut
$2.86M +$472K +14,133 +20%
OIA
25
OneDigital Investment Advisors
Kansas
$2.77M +$1.27M +38,545 +84%