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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
   Quantum Financial Advisors LLC 8 - 2024-03-31 549,605 $17,697,000 -17,100
   New Capital Management LP 21 - 2024-03-31 56,893 $1,832,000 -3,207
   OLD MISSION CAPITAL LLC 306 - 2023-12-31 52,128 $1,649,000 -22,645
   Northland Capital Management LLC 26 - 2024-03-31 22,692 $731,000 -25
   NWAM LLC 293 - 2024-03-31 19,401 $625,000 -240
   COMMONWEALTH EQUITY SERVICES LLC. 3352 - 2024-03-31 8,147 $262,000 -66
   AdvisorNet Financial Inc 427 - 2024-03-31 7,961 $256,000 -8,334

  7 Records found
  1    
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