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Get Institutions for : 
Dimensional Intl Sustainability Core 1 Etf (DFSI)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 98    10
Total shares held : 
 6,979,452  
% of shares held : 
 7.75%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   42  
Amount of shares held : 
 538,517  
% of shares held change : 
   0.6%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 N/A  
Last Quarter's Ending Price : 
 N/A  
Last Quarter's Average Price : 
 N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
15
 327,771
 4.7%
 
Increased Positions :
46
 858,046
 12.29%
 
Unchanged Positions :
23
 452,168
 6.48%
 
Decreased Positions :
14
-584,835
-8.38%
 
Closed Positions :
5
-62,465
-0.89%
 
Guru Positions :
0
 0%
 
            Charting Not Avaliable

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   Advisory Services & Investments LLC 28 *New 2024-03-31 16,632 $560,000 16,632
   ASSET PLANNING CORPORATION 27 *New 2024-03-31 15,040 $506,000 15,040
   Private Advisor Group LLC 1639 *New 2024-03-31 12,032 $405,000 12,032
   LifePro Asset Management 86 *New 2024-03-31 10,983 $370,000 10,983
   UMA Financial Services Inc. 112 *New 2024-03-31 11,120 $357,000 11,120
   FirstPurpose Wealth LLC 151 *New 2024-03-31 10,295 $339,000 10,295
   Beacon Pointe Advisors LLC 1048 *New 2024-03-31 10,059 $339,000 10,059
   Cardinal Point Capital Management ULC 57 *New 2024-03-31 9,890 $333,000 9,890
   MARINER WEALTH ADVISORS, LLC 2451 *New 2024-03-31 8,654 $291,000 8,654
   Bay Colony Advisory Group Inc d/b/a Bay Colony Adv 306 *New 2024-03-31 8,186 $276,000 8,186
   HARTLINE INVESTMENT CORP/ 306 *New 2024-03-31 8,186 $276,000 8,186
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 4184 *New 2024-03-31 7,898 $266,000 7,898
   Rehmann Capital Advisory Group 506 *New 2024-03-31 7,308 $246,000 7,308
   RHS Financial LLC 99 *New 2024-03-31 7,153 $241,000 7,153
   Graves-Light Private Wealth Management Inc. 176 *New 2024-03-31 5,996 $202,000 5,996
   Hartland & Co. LLC 612 *New 2024-03-31 2,878 $97,000 2,878
   BIDWELL C M & ASSOCIATES LTD/ 229 *New 2024-03-31 1,300 $44,000 1,300
   Aptus Capital Advisors LLC 1025 *New 2024-03-31 283 $10,000 283
   UBS Group AG 6852 *New 2024-03-31 28 $1,000 28
  19 Records found
  1    
  Page 1 of 1
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