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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
   Quantum Financial Advisors LLC 3 - 2024-03-31 881,224 $29,671,000 -2,145
   MERRIMAN WEALTH MANAGEMENT, LLC 17 - 2024-03-31 545,296 $18,360,000 6,439
   AWM CAPITAL LLC 12 - 2024-03-31 496,190 $16,707,000 170,823
   Francis Financial Inc. 6 - 2024-03-31 462,087 $15,558,000 45,747
   Vista Wealth Management Group LLC 20 - 2024-03-31 443,883 $14,946,000 64,947
   Abacus Wealth Partners LLC 10 - 2024-03-31 434,892 $14,643,000 9,720
   Retirement Solution Inc. 5 - 2024-03-31 407,220 $13,711,000 61
   Forum Financial Management LP 39 - 2024-03-31 261,860 $8,817,000 20,614
   CITADEL ADVISORS LLC 1337 - 2024-03-31 243,981 $8,215,000 243,981
   OLD MISSION CAPITAL LLC 87 - 2024-03-31 206,594 $6,956,000 47,127
   Greenspring Advisors LLC 7 - 2024-03-31 204,413 $6,883,000 0
   Planning Center Inc. 14 - 2024-03-31 199,534 $6,718,000 7,550
   Heritage Financial Services LLC 12 - 2024-03-31 161,632 $5,442,000 39,397
   New Capital Management LP 12 - 2024-03-31 135,262 $4,554,000 -31,843
   CI Private Wealth LLC 731 - 2024-03-31 132,813 $4,472,000 88
   Five Oceans Advisors 10 - 2024-03-31 122,597 $4,128,000 19,492
   Pathstone Holdings LLC 577 - 2024-03-31 121,701 $4,098,000 86
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 730 - 2024-03-31 114,509 $3,856,000 9,669
   Asset Dedication LLC 77 - 2024-03-31 104,265 $3,511,000 10,090
   PATHSTONE FAMILY OFFICE, LLC 369 - 2023-09-30 111,250 $3,194,000 87,226
   RW Investment Management LLC 16 - 2024-03-31 84,332 $2,839,000 0
   Goss Wealth Management LLC 574 - 2024-03-31 81,866 $2,756,000 5,690
   Apella Capital LLC 88 - 2024-03-31 71,279 $2,387,000 47,595
   QUARRY HILL ADVISORS LLC 14 - 2024-03-31 69,402 $2,337,000 3,080
   Brainard Capital Management LLC 18 - 2023-03-31 74,988 $2,253,000 -862
   Willow Creek Wealth Management Inc. 45 - 2023-12-31 69,231 $2,218,000 6,593
   SAVANT CAPITAL MANAGEMENT INC 358 - 2024-03-31 58,455 $1,968,000 1,090
   JANE STREET GROUP LLC 2265 - 2024-03-31 58,391 $1,966,000 -26,817
   RAM Investment Partners LLC 19 - 2024-03-31 54,556 $1,837,000 6,215
   Northland Capital Management LLC 22 - 2024-03-31 49,081 $1,653,000 -535
   TRUEPOINT, INC. 47 - 2024-03-31 48,592 $1,636,000 11,208
   Perigon Wealth Management LLC 279 - 2024-03-31 47,657 $1,605,000 0
   HUTCHINSON CAPITAL MANAGEMENT/CA 38 - 2024-03-31 45,736 $1,540,000 2,306
   Resources Investment Advisors Inc. 393 - 2024-03-31 45,679 $1,538,000 22,652
   NWAM LLC 176 - 2024-03-31 42,209 $1,421,000 -3,349
   Addison Advisors LLC 45 - 2024-03-31 41,801 $1,407,000 13,895
   Trellis Wealth Advisors LLC 14 - 2024-03-31 41,444 $1,395,000 641
   Private Ocean LLC 51 - 2024-03-31 41,168 $1,386,000 13
   Syverson Strege & Co 20 - 2024-03-31 40,874 $1,376,000 383
   Revolve Wealth Partners LLC 58 - 2024-03-31 37,903 $1,276,000 10,667
   Rockbridge Investment Management LCC 47 - 2024-03-31 37,792 $1,272,000 7,070
   BetterWealth LLC 26 - 2024-03-31 37,767 $1,272,000 2,458
   MB Generational Wealth LLC 15 - 2024-03-31 37,529 $1,264,000 239
   Buckingham Strategic Partners 219 - 2024-03-31 35,524 $1,196,000 -7,138
   PARKSIDE FINANCIAL BANK & TRUST 94 - 2024-03-31 33,882 $1,141,000 39
   COOK WEALTH MANAGEMENT GROUP LLC 21 - 2024-03-31 33,667 $1,104,000 4,887
   DiNuzzo Private Wealth Inc. 32 - 2024-03-31 29,747 $1,002,000 222
   BRIGHTON JONES LLC 224 - 2024-03-31 28,890 $973,000 3,805
   COMMONWEALTH EQUITY SERVICES LLC. 2343 - 2024-03-31 25,181 $848,000 2,667
   BUCKINGHAM ASSET MANAGEMENT, LLC 364 - 2024-03-31 25,027 $843,000 3,597
   OHE FINANCIAL INC 134 - 2024-03-31 25,004 $842,000 9,137
   Wealth Architects LLC 86 - 2024-03-31 24,637 $830,000 827
   Shira Ridge Wealth Management 35 - 2024-03-31 24,242 $816,000 600
   Silicon Hills Wealth Management LLC 38 - 2023-06-30 25,770 $785,000 -655
   MODERA WEALTH MANAGEMENT, LLC 352 - 2024-03-31 20,714 $697,000 453
   Henrickson Nauta Wealth Advisors Inc. 31 - 2024-03-31 21,090 $695,000 257
   Waypoint Wealth Partners Inc. 32 - 2024-03-31 20,225 $681,000 5,485
   SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 84 - 2024-03-31 19,272 $649,000 2,292
   Cordant Inc. 27 - 2024-03-31 17,150 $577,000 3,527
   Carlson Capital Management 67 - 2024-03-31 16,980 $572,000 -482
   Advisory Services & Investments LLC 28 *New 2024-03-31 16,632 $560,000 16,632
   GRAND WEALTH MANAGEMENT LLC 30 - 2024-03-31 16,611 $559,000 -1,110
   ASSET PLANNING CORPORATION 27 *New 2024-03-31 15,040 $506,000 15,040
   WALDEN WEALTH PARTNERS LLC 47 - 2024-03-31 15,052 $499,000 0
   North Ridge Wealth Advisors Inc. 31 - 2024-03-31 13,955 $470,000 40
   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
   Investment Advisory Group LLC 96 - 2024-03-31 12,274 $413,000 0
   Private Advisor Group LLC 1639 *New 2024-03-31 12,032 $405,000 12,032
   Passive Capital Management LLC. 40 - 2023-03-31 13,100 $394,000 0
   HIGHTOWER ADVISORS, LLC 2448 - 2024-03-31 11,324 $382,000 5
   Level Financial Advisors Inc. 54 - 2024-03-31 11,129 $375,000 10,616
   TCI Wealth Advisors Inc. 144 - 2024-03-31 11,138 $375,000 1,521
   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
   Financial Connections Group Inc. - 2024-03-31 10,369 $350,000 4,967
   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
   Orion Capital Management LLC 84 - 2024-03-31 9,784 $329,000 435
   AdvisorNet Financial Inc 385 - 2024-03-31 9,272 $312,000 -9,655
   EnRich Financial Partners LLC 36 - 2024-03-31 9,161 $308,000 277
   Kestra Advisory Services LLC 1959 - 2024-03-31 9,162 $308,000 -2,773
   Tanager Wealth Management LLP 69 - 2024-03-31 8,711 $293,000 254
   MARINER WEALTH ADVISORS, LLC 2451 *New 2024-03-31 8,654 $291,000 8,654
   Creative Capital Management Investments LLC 31 - 2024-03-31 8,513 $287,000 6,758
   Frank Rimerman Advisors LLC 92 - 2024-03-31 8,316 $280,000 0
   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
   Morling Financial Advisors LLC 58 - 2024-03-31 7,851 $264,000 776
   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
   Relaxing Retirement Coach 68 - 2023-06-30 7,431 $226,000 0
   Baldrige Asset Management LLC 110 - 2023-03-31 7,318 $220,000 3,865
   ACORN CREEK CAPITAL LLC 63 - 2024-03-31 6,507 $219,000 225
   Red Tortoise LLC 71 - 2024-03-31 6,077 $205,000 7
   Graves-Light Private Wealth Management Inc. 176 *New 2024-03-31 5,996 $202,000 5,996
   CARDIFF PARK ADVISORS LLC 271 - 2024-03-31 4,313 $145,000 315
   Glassman Wealth Services 77 - 2024-03-31 3,985 $134,000 641
  100 Records found
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