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Dimensional International Sustainability Core 1 ETF

140 hedge funds and large institutions have $329M invested in Dimensional International Sustainability Core 1 ETF in 2024 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 83 increasing their positions, 16 reducing their positions, and 3 closing their positions.

Holders
140
Holders Change
+14
Holders Change %
+11.11%
% of All Funds
2.03%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
20
Increased
83
Reduced
16
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
QFA
1
Quantum Financial Advisors
California
$33.8M 944,996 +37,955 +4%
AC
2
AWM Capital
Arizona
$32.4M 905,476 +246,173 +37%
FF
3
Francis Financial
$20.8M 583,324 +70,412 +14%
MWM
4
Merriman Wealth Management
Washington
$20.3M 568,341 +12,652 +2%
AP
5
Adero Partners
California
$18.7M 523,842 +26,528 +5%
AWP
6
Abacus Wealth Partners
California
$17.8M 497,482 +36,283 +8%
RS
7
Retirement Solution
Washington
$14.5M 405,070 -7,083 -2%
FFM
8
Forum Financial Management
Illinois
$10.2M 284,521 +6,222 +2%
GA
9
Greenspring Advisors
Maryland
$7.3M 204,413
PCI
10
Planning Center Inc
Illinois
$7.23M 202,345 +385 +0.2%
Pathstone Holdings
11
Pathstone Holdings
New Jersey
$6.75M 188,874 +39,717 +27%
HFS
12
Heritage Financial Services
Massachusetts
$5.93M 165,868 +4,265 +3%
WCWM
13
Willow Creek Wealth Management
California
$5.17M 144,580 +4,594 +3%
NCM
14
New Capital Management
Texas
$5M 140,052 -1,405 -1%
Corient Private Wealth
15
Corient Private Wealth
Florida
$4.76M 133,132 +6,646 +5%
ADL
16
Asset Dedication LLC
California
$4.74M 132,761 +15,623 +13%
Wealth Enhancement Advisory Services
17
Wealth Enhancement Advisory Services
Minnesota
$4.65M 130,067 +15,056 +13%
FOA
18
Five Oceans Advisors
California
$4.51M 126,202 +2,340 +2%
AC
19
Apella Capital
Connecticut
$3.6M 102,077 +16,665 +20%
OIA
20
OneDigital Investment Advisors
Kansas
$3.58M 100,084 +15,860 +19%
WANY
21
Wealthspire Advisors (New York)
New York
$3.47M 97,170 +97,170 New
RIM
22
RW Investment Management
Idaho
$3.37M 94,442 +4,733 +5%
NA
23
NewEdge Advisors
Louisiana
$3.29M 92,150 +2,901 +3%
Jane Street
24
Jane Street
New York
$3.27M 91,413 -76,064 -45%
RIP
25
RAM Investment Partners
Washington
$3.18M 89,070 +16,877 +23%