Who Owns DIMENSIONAL INTERNATIONAL SUSTAINABILITY CORE 1 ETF (ESG)? -- Institutional Holders (2026-06-30)

59 institutions reported holding $49.7M of DIMENSIONAL INTERNATIONAL SUSTAINABILITY CORE 1 ETF (ESG) in SEC 13F filings for 2026-06-30. Largest institutional holders: LPL Financial LLC ($9.7M), Olde Wealth Management, LLC ($5.7M), SUSQUEHANNA INTERNATIONAL GROUP, LLP ($4.0M), FIRST UNITED BANK & TRUST ($3.0M), RVW Wealth, LLC ($2.8M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	LPL Financial LLC	$9.7M	54,996	Added
2	Olde Wealth Management, LLC	$5.7M	32,604	Trimmed
3	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$4.0M	22,641	Added
4	FIRST UNITED BANK & TRUST	$3.0M	17,299	Trimmed
5	RVW Wealth, LLC	$2.8M	16,058	Added
6	MORGAN STANLEY	$2.4M	13,766	Trimmed
7	Roof Eidam Maycock Peralta, LLC	$1.6M	9,034	Hold
8	Royal Bank of Canada	$1.4M	7,858	Trimmed
9	SGL Investment Advisors, Inc.	$1.2M	6,827	Trimmed
10	FOUNDERS FINANCIAL SECURITIES LLC	$1.1M	6,155	Added
11	Horizon Investments, LLC	$1.1M	6,155	Trimmed
12	Cambridge Investment Research Advisors, Inc.	$1.1M	6,052	Added
13	COMMONWEALTH EQUITY SERVICES, LLC	$989,170	5,627	Trimmed
14	Well Done, LLC	$907,780	5,164	Hold
15	BANK OF AMERICA CORP /DE/	$820,060	4,665	Trimmed
16	Curry Webb Wealth Management LLC	$787,482	4,480	Added
17	Parallel Advisors, LLC	$787,012	4,477	Hold
18	RAYMOND JAMES FINANCIAL INC	$773,950	4,403	Trimmed
19	Gilbert Capital Group, Inc.	$755,018	4,295	Trimmed
20	GREAT VALLEY ADVISOR GROUP, INC.	$703,000	4,000	Hold
21	ENVESTNET ASSET MANAGEMENT INC	$637,671	3,627	Trimmed
22	Cetera Investment Advisers	$624,293	3,551	Hold
23	FMR LLC	$620,796	3,531	Added
24	OSAIC HOLDINGS, INC.	$607,897	3,458	Added
25	EP Wealth Advisors, LLC	$537,917	3,060	Hold

来源：SEC 13F 申报文件 · 截至 2026-06-30