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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 19 - 2023-12-31 538,857 $17,261,000 7,867
   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
   Abacus Wealth Partners LLC 10 - 2024-03-31 434,892 $14,643,000 9,720
   Retirement Solution Inc. 5 - 2023-12-31 407,159 $13,042,000 9,572
   AE Wealth Management LLC 332 - 2023-12-31 409,893 $13,037,000 11,601
   Vista Wealth Management Group LLC 19 - 2023-12-31 378,936 $12,138,000 12,886
   Forum Financial Management LP 37 - 2023-12-31 241,246 $7,728,000 115,108
   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
   OLD MISSION CAPITAL LLC 125 - 2023-12-31 159,467 $5,108,000 39,004
   New Capital Management LP 12 - 2024-03-31 135,262 $4,554,000 -31,843
   CI Private Wealth LLC 735 - 2023-12-31 132,725 $4,251,000 121,123
   Five Oceans Advisors 10 - 2024-03-31 122,597 $4,128,000 19,492
   Heritage Financial Services LLC 13 - 2023-12-31 122,235 $3,915,000 3,931
   Pathstone Holdings LLC 497 - 2023-12-31 121,615 $3,896,000 0
   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
   JANE STREET GROUP LLC 2083 - 2023-12-31 85,208 $2,729,000 -228,085
   Goss Wealth Management LLC 597 - 2023-12-31 76,176 $2,387,000 22,993
   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
   FLOW TRADERS U.S. LLC 194 - 2023-12-31 67,972 $2,177,000 -17,350
   SAVANT CAPITAL MANAGEMENT INC 305 - 2023-12-31 57,365 $1,838,000 23,763
   Northland Capital Management LLC 22 - 2024-03-31 49,081 $1,653,000 -535
   RAM Investment Partners LLC 17 - 2023-12-31 48,341 $1,548,000 -636
   Perigon Wealth Management LLC 264 *New 2023-12-31 47,657 $1,527,000 47,657
   NWAM LLC 174 - 2023-12-31 45,558 $1,459,000 2,297
   Trellis Wealth Advisors LLC 14 - 2024-03-31 41,444 $1,395,000 641
   HUTCHINSON CAPITAL MANAGEMENT/CA 40 - 2023-12-31 43,430 $1,391,000 9,587
   Private Ocean LLC 51 - 2024-03-31 41,168 $1,386,000 13
   Buckingham Strategic Partners 134 - 2023-12-31 42,662 $1,367,000 7,338
   Syverson Strege & Co 20 *New 2023-12-31 40,491 $1,297,000 40,491
   Revolve Wealth Partners LLC 58 - 2024-03-31 37,903 $1,276,000 10,667
   BetterWealth LLC 26 - 2024-03-31 37,767 $1,272,000 2,458
   TRUEPOINT, INC. 72 - 2023-12-31 37,384 $1,197,000 499
   MB Generational Wealth LLC 15 - 2023-12-31 37,290 $1,194,000 0
   PARKSIDE FINANCIAL BANK & TRUST 87 *New 2023-12-31 33,843 $1,084,000 33,843
   Rockbridge Investment Management LCC 52 *New 2023-12-31 30,722 $984,000 30,722
   DiNuzzo Private Wealth Inc. 29 - 2023-12-31 29,525 $946,000 0
   COOK WEALTH MANAGEMENT GROUP LLC 20 *New 2023-12-31 28,780 $908,000 28,780
   Addison Advisors LLC 59 - 2023-12-31 27,906 $894,000 20,490
   Shira Ridge Wealth Management 35 - 2024-03-31 24,242 $816,000 600
   BRIGHTON JONES LLC 235 - 2023-12-31 25,085 $804,000 16,306
   Silicon Hills Wealth Management LLC 38 - 2023-06-30 25,770 $785,000 -655
   Belpointe Asset Management LLC 260 *New 2023-12-31 24,184 $775,000 24,184
   Wealth Architects LLC 85 - 2023-12-31 23,810 $763,000 2,814
   Resources Investment Advisors Inc. 572 *New 2023-12-31 23,027 $738,000 23,027
   COMMONWEALTH EQUITY SERVICES LLC. 2360 - 2023-12-31 22,514 $721,000 69
   Henrickson Nauta Wealth Advisors Inc. 31 - 2024-03-31 21,090 $695,000 257
   BUCKINGHAM ASSET MANAGEMENT, LLC 382 - 2023-12-31 21,430 $686,000 -3,293
   Waypoint Wealth Partners Inc. 32 - 2024-03-31 20,225 $681,000 5,485
   MODERA WEALTH MANAGEMENT, LLC 341 - 2023-12-31 20,261 $649,000 -2,179
   Cordant Inc. 27 - 2024-03-31 17,150 $577,000 3,527
   Carlson Capital Management 67 - 2024-03-31 16,980 $572,000 -482
   GRAND WEALTH MANAGEMENT LLC 27 - 2023-12-31 17,721 $568,000 -809
   Advisory Services & Investments LLC 28 *New 2024-03-31 16,632 $560,000 16,632
   SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 89 - 2023-12-31 16,980 $544,000 2,405
   OHE FINANCIAL INC 161 - 2023-12-31 15,867 $508,000 6,266
   WARREN AVERETT ASSET MANAGEMENT, LLC 297 - 2023-12-31 15,753 $505,000 -5,701
   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
   Chicago Partners Investment Group LLC 474 - 2024-03-31 13,652 $447,000 -224
   Passive Capital Management LLC. 40 - 2023-03-31 13,100 $394,000 0
   Investment Advisory Group LLC 91 - 2023-12-31 12,274 $393,000 0
   Kestra Advisory Services LLC 1677 *New 2023-12-31 11,935 $382,000 11,935
   Level Financial Advisors Inc. 54 - 2024-03-31 11,129 $375,000 10,616
   LifePro Asset Management 86 *New 2024-03-31 10,983 $370,000 10,983
   HIGHTOWER ADVISORS, LLC 2512 - 2023-12-31 11,319 $362,000 3,392
   UMA Financial Services Inc. 112 *New 2024-03-31 11,120 $357,000 11,120
   FirstPurpose Wealth LLC 151 *New 2024-03-31 10,295 $339,000 10,295
   Cardinal Point Capital Management ULC 57 *New 2024-03-31 9,890 $333,000 9,890
   AdvisorNet Financial Inc 385 - 2024-03-31 9,272 $312,000 -9,655
   TCI Wealth Advisors Inc. 156 - 2023-12-31 9,617 $308,000 0
   Orion Capital Management LLC 88 - 2023-12-31 9,349 $299,000 331
   Creative Capital Management Investments LLC 31 - 2024-03-31 8,513 $287,000 6,758
   EnRich Financial Partners LLC 37 - 2023-12-31 8,884 $285,000 0
   Tanager Wealth Management LLP 66 *New 2023-12-31 8,457 $271,000 8,457
   Frank Rimerman Advisors LLC 91 - 2023-12-31 8,316 $266,000 0
   RHS Financial LLC 99 *New 2024-03-31 7,153 $241,000 7,153
   Morling Financial Advisors LLC 53 *New 2023-12-31 7,075 $227,000 7,075
   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
   Financial Connections Group Inc. - 2023-12-31 5,402 $173,000 426
   CARDIFF PARK ADVISORS LLC 252 - 2023-12-31 3,998 $128,000 19
   McClarren Financial Advisors Inc. 100 - 2023-12-31 3,601 $115,000 -892
   Glassman Wealth Services 285 - 2023-12-31 3,344 $107,000 265
   HANSON MCCLAIN, INC. 1017 - 2024-03-31 3,000 $101,000 0
   RED LIGHTHOUSE INVESTMENT MANAGEMENT LLC 77 - 2023-12-31 2,879 $92,000 0
   True Wealth Design LLC 137 *New 2023-12-31 2,727 $87,000 2,727
   ELEVATE WEALTH ADVISORY INC 74 - 2023-12-31 2,399 $77,000 0
   JFS WEALTH ADVISORS, LLC 367 - 2023-12-31 2,044 $65,000 0
   CRITERION CAPITAL ADVISORS LLC 138 - 2024-03-31 1,417 $48,000 794
   Cherry Tree Wealth Management LLC 290 - 2023-12-31 713 $23,000 0
  100 Records found
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