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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

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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   Quantum Financial Advisors LLC 3 - 2024-03-31 881,224 $29,671,000 -2,145
   New Capital Management LP 12 - 2024-03-31 135,262 $4,554,000 -31,843
   Brainard Capital Management LLC 18 - 2023-03-31 74,988 $2,253,000 -862
   JANE STREET GROUP LLC 2265 - 2024-03-31 58,391 $1,966,000 -26,817
   Northland Capital Management LLC 22 - 2024-03-31 49,081 $1,653,000 -535
   NWAM LLC 176 - 2024-03-31 42,209 $1,421,000 -3,349
   Buckingham Strategic Partners 219 - 2024-03-31 35,524 $1,196,000 -7,138
   Silicon Hills Wealth Management LLC 38 - 2023-06-30 25,770 $785,000 -655
   Carlson Capital Management 67 - 2024-03-31 16,980 $572,000 -482
   GRAND WEALTH MANAGEMENT LLC 30 - 2024-03-31 16,611 $559,000 -1,110
   WARREN AVERETT ASSET MANAGEMENT, LLC 490 - 2024-03-31 13,924 $469,000 -1,829
   Chicago Partners Investment Group LLC 474 - 2024-03-31 13,652 $447,000 -224
   AdvisorNet Financial Inc 385 - 2024-03-31 9,272 $312,000 -9,655
   Kestra Advisory Services LLC 1959 - 2024-03-31 9,162 $308,000 -2,773

  14 Records found
  1    
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