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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

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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   CITADEL ADVISORS LLC 2783 *New 2023-12-31 36,666 $1,160,000 36,666
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 2419 *New 2024-03-31 34,620 $1,115,000 34,620
   Morling Financial Advisors LLC 37 *New 2023-12-31 12,757 $403,000 12,757
   Goss Wealth Management LLC 1480 *New 2023-12-31 11,108 $335,000 11,108
   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
   Advisory Services & Investments LLC 31 *New 2024-03-31 8,013 $258,000 8,013
   TCI Wealth Advisors Inc. 188 *New 2024-03-31 7,692 $248,000 7,692
   LifePro Asset Management 119 *New 2024-03-31 6,838 $220,000 6,838
   UBS Group AG 5922 *New 2023-12-31 483 $15,000 483
   FMR LLC 4536 *New 2023-12-31 56 $2,000 56

  11 Records found
  1    
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