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


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 84    7
Total shares held : 
 4,425,713  
% of shares held : 
 49.17%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   45  
Amount of shares held : 
 332,841  
% of shares held change : 
   3.7%  
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 :
14
 182,083
 4.11%
 
Increased Positions :
44
 654,367
 14.79%
 
Unchanged Positions :
20
 255,856
 5.78%
 
Decreased Positions :
6
-60,775
-1.37%
 
Closed Positions :
7
-442,834
-10.01%
 
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 8 - 2024-03-31 549,605 $17,697,000 -17,100
   AWM CAPITAL LLC 11 - 2024-03-31 536,446 $17,274,000 92,848
   Abacus Wealth Partners LLC 11 - 2024-03-31 405,916 $13,071,000 4,829
   Five Oceans Advisors 3 - 2024-03-31 325,324 $10,475,000 8,128
   Forum Financial Management LP 30 - 2023-12-31 305,499 $9,661,000 120,370
   MERRIMAN WEALTH MANAGEMENT, LLC 29 - 2023-12-31 235,286 $7,441,000 20,895
   JANE STREET GROUP LLC 1272 - 2023-12-31 200,444 $6,339,000 80,542
   Greenspring Advisors LLC 11 - 2024-03-31 133,416 $4,296,000 0
   Vista Wealth Management Group LLC 33 - 2023-12-31 133,493 $4,222,000 17,423
   Retirement Solution Inc. 13 - 2023-12-31 121,580 $3,845,000 2,704
   AE Wealth Management LLC 680 - 2023-12-31 122,543 $3,744,000 3,451
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 813 - 2024-03-31 90,941 $2,928,000 7,172
   Francis Financial Inc. 16 - 2024-03-31 86,755 $2,794,000 12,648
   Heritage Financial Services LLC 15 - 2023-12-31 76,851 $2,430,000 843
   SAVANT CAPITAL MANAGEMENT INC 259 - 2023-12-31 75,117 $2,376,000 41,460
   Asset Dedication LLC 98 - 2024-03-31 71,862 $2,317,000 13,307
   CI Private Wealth LLC 1011 - 2023-12-31 61,331 $1,940,000 61,331
   Pathstone Holdings LLC 770 - 2023-12-31 59,832 $1,892,000 0
   New Capital Management LP 21 - 2024-03-31 56,893 $1,832,000 -3,207
   Willow Creek Wealth Management Inc. 48 - 2023-12-31 56,424 $1,784,000 13,596
   PATHSTONE FAMILY OFFICE, LLC 498 - 2023-09-30 59,658 $1,753,000 49,361
   DRIVE WEALTH MANAGEMENT LLC 36 - 2024-03-31 53,470 $1,722,000 8,751
   OLD MISSION CAPITAL LLC 306 - 2023-12-31 52,128 $1,649,000 -22,645
   Wealth Architects LLC 53 - 2023-12-31 51,359 $1,624,000 5,501
   ATRIA INVESTMENTS LLC 744 - 2023-12-31 44,719 $1,414,000 4,906
   Planning Center Inc. 23 - 2024-03-31 43,480 $1,400,000 2,695
   Schoolcraft Capital LLC 32 - 2024-03-31 42,787 $1,378,000 0
   Brainard Capital Management LLC 24 - 2023-03-31 43,267 $1,293,000 17
   BRIGHTON JONES LLC 183 - 2023-12-31 37,073 $1,172,000 21,806
   CITADEL ADVISORS LLC 2783 *New 2023-12-31 36,666 $1,160,000 36,666
   Cordant Inc. 21 - 2024-03-31 34,155 $1,100,000 3,940
   COOK WEALTH MANAGEMENT GROUP LLC 21 *New 2023-12-31 29,635 $904,000 29,635
   Apella Capital LLC 154 - 2024-03-31 25,137 $824,000 16,178
   RAM Investment Partners LLC 27 - 2023-12-31 23,312 $737,000 4,400
   Northland Capital Management LLC 26 - 2024-03-31 22,692 $731,000 -25
   MODERA WEALTH MANAGEMENT, LLC 322 - 2023-12-31 22,834 $722,000 22,834
   Perigon Wealth Management LLC 416 *New 2023-12-31 22,056 $698,000 22,056
   Buckingham Strategic Partners 207 - 2023-12-31 20,732 $656,000 3,590
   SEVEN MILE ADVISORY 35 - 2023-12-31 20,727 $655,000 325
   QUARRY HILL ADVISORS LLC 27 - 2024-03-31 20,013 $644,000 2,359
   NWAM LLC 301 - 2023-12-31 19,641 $621,000 1,553
   TRUEPOINT, INC. 114 - 2023-12-31 19,293 $610,000 94
   BetterWealth LLC 33 - 2024-03-31 18,652 $601,000 690
   MB Generational Wealth LLC 24 - 2023-12-31 18,772 $594,000 0
   Waypoint Wealth Partners Inc. 46 - 2024-03-31 14,474 $466,000 4,340
   Resources Investment Advisors Inc. 742 *New 2023-12-31 14,602 $462,000 14,602
   Trellis Wealth Advisors LLC 21 - 2024-03-31 13,215 $426,000 243
   Morling Financial Advisors LLC 37 *New 2023-12-31 12,757 $403,000 12,757
   DiNuzzo Private Wealth Inc. 36 - 2023-12-31 12,191 $386,000 0
   North Ridge Wealth Advisors Inc. 34 - 2024-03-31 11,571 $373,000 277
   BURNS WEALTH MANAGEMENT, INC. 393 - 2023-12-31 11,368 $360,000 135
   BUCKINGHAM ASSET MANAGEMENT, LLC 522 - 2023-12-31 11,346 $359,000 3
   Belpointe Asset Management LLC 478 *New 2023-12-31 10,806 $342,000 10,806
   Goss Wealth Management LLC 1480 *New 2023-12-31 11,108 $335,000 11,108
   Baldrige Asset Management LLC 89 - 2023-03-31 11,125 $333,000 1,205
   Syverson Strege & Co 50 *New 2023-12-31 10,535 $333,000 10,535
   Henrickson Nauta Wealth Advisors Inc. 49 - 2024-03-31 10,266 $332,000 325
   EnRich Financial Partners LLC 38 - 2023-12-31 8,936 $283,000 0
   Rockbridge Investment Management LCC 97 *New 2023-12-31 8,491 $269,000 8,491
   Jentner Corp 44 *New 2023-12-31 8,255 $261,000 8,255
   SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 128 - 2023-12-31 8,217 $260,000 827
   COMMONWEALTH EQUITY SERVICES LLC. 3221 - 2023-12-31 8,213 $260,000 30
   Advisory Services & Investments LLC 31 *New 2024-03-31 8,013 $258,000 8,013
   AdvisorNet Financial Inc 427 - 2024-03-31 7,961 $256,000 -8,334
   Wealthstream Advisors Inc. 120 *New 2023-12-31 7,674 $243,000 7,674
   Creative Capital Management Investments LLC 40 - 2024-03-31 7,377 $238,000 2,801
   GRAND WEALTH MANAGEMENT LLC 40 - 2023-12-31 7,395 $234,000 -475
   LifePro Asset Management 119 *New 2024-03-31 6,838 $220,000 6,838
   Apollon Wealth Management LLC 963 - 2023-12-31 6,890 $218,000 0
   Hill Investment Group Partners LLC 63 - 2023-12-31 6,836 $216,000 6,836
   Addison Advisors LLC 169 - 2023-12-31 6,480 $205,000 1,390
   Orion Capital Management LLC 158 - 2023-12-31 3,539 $112,000 114
   Red Tortoise LLC 101 - 2024-03-31 2,157 $69,000 1
   CARDIFF PARK ADVISORS LLC 293 - 2023-12-31 1,200 $38,000 6
   ELEVATE WEALTH ADVISORY INC 87 - 2023-12-31 1,082 $34,000 0
   CRITERION CAPITAL ADVISORS LLC 173 - 2024-03-31 996 $32,000 780
   JFS WEALTH ADVISORS, LLC 490 - 2023-12-31 995 $31,000 0
   RED LIGHTHOUSE INVESTMENT MANAGEMENT LLC 93 - 2023-12-31 955 $30,000 0
   UBS Group AG 5922 *New 2023-12-31 483 $15,000 483
   ZRC WEALTH MANAGEMENT LLC 327 - 2024-03-31 445 $14,000 255
   WealthCollab LLC 357 - 2023-12-31 412 $13,000 0
   Tortoise Investment Management LLC 571 - 2023-12-31 330 $10,000 0
   Blume Capital Management Inc. 248 - 2023-12-31 300 $9,000 0
   Farther Finance Advisors LLC 2138 - 2023-12-31 130 $4,000 0
   Glass Jacobson Investment Advisors llc 649 - 2024-03-31 100 $3,000 0
   FMR LLC 4536 *New 2023-12-31 56 $2,000 56
   Signature Resources Capital Management LLC 365 - 2024-03-31 23 $1,000 0
   Nelson Van Denburg & Campbell Wealth Management Gr 1367 - 2023-12-31 28 $1,000 -637
   FLOW TRADERS U.S. LLC 856 *Closed 2023-12-31 0 $0 -39,851
   DIMENSIONAL FUND ADVISORS INC 3467 *Closed 2023-12-31 0 $0 -400,000
   J P MORGAN CHASE & CO 6100 *Closed 2023-12-31 0 $0 -545
   BANK OF AMERICA CORP /DE/ 6594 *Closed 2023-12-31 0 $0 -26
   Annapolis Financial Services LLC 440 *Closed 2024-03-31 0 $0 -1,334
   Level Financial Advisors Inc. 177 *Closed 2024-03-31 0 $0 -30
   PROEQUITIES INC. 8743 - 2023-12-31 0 $0 0
   WELLS FARGO & CO/MN 6908 *Closed 2023-12-31 0 $0 -864
   US BANCORP 4118 *Closed 2023-12-31 0 $0 -5
  97 Records found
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