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DFSI

Dimensional International Sustainability Core 1 ETF
DFSI

39 hedge funds and large institutions have $59.4M invested in Dimensional International Sustainability Core 1 ETF in 2022 Q4 according to their latest regulatory filings, with 39 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

53.41% more ownership

Funds ownership: 0% → 53.41% (+53%)

Holders
39
Holders Change
+39
Holders Change %
–
% of All Funds
0.63%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
39
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
MWM
Merriman Wealth Management
Washington
+$12M
2
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$11M
3
AWP
Abacus Wealth Partners
California
+$8.77M
4
PCI
Planning Center Inc
Illinois
+$3.71M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$3.13M

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
TWA
26
TCI Wealth Advisors
Arizona
$222K +$220K +8,000 New
RIM
27
RW Investment Management
Idaho
$221K +$219K +7,963 New
TWA
28
Trellis Wealth Advisors
California
$214K +$212K +7,701 New
WWM
29
Wolff Wiese Magana
California
$181K +$179K +6,520 New
CI
30
Cordant Inc
Oregon
$122K +$121K +4,389 New
CPA
31
Cardiff Park Advisors
California
$101K +$100K +3,648 New
BAM
32
Baldrige Asset Management
Pennsylvania
$96K +$94.9K +3,453 New
AF
33
Allworth Financial
California
$83.4K +$82.5K +3,000 New
MFA
34
McClarren Financial Advisors
Pennsylvania
$73K +$72.5K +2,638 New
GWS
35
Glassman Wealth Services
Virginia
$67.7K +$67K +2,436 New
AWM
36
Avior Wealth Management
Nebraska
$55.4K +$54.8K +1,994 New
RLIM
37
Red Lighthouse Investment Management
New York
$55K +$54.4K +1,980 New
AFS
38
Annapolis Financial Services
Maryland
$34.5K +$34.1K +1,241 New
SSC
39
Syverson Strege & Co
Iowa
$30.6K +$30.2K +1,100 New
1
2

DFSI Hedge Fund Activity: Q4 2022 in Review

39 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Dimensional International Sustainability Core 1 ETF (DFSI) for Q4 2022, worth a combined $59.4M.

Buyers outnumbered sellers: 39 funds opened new DFSI positions and 0 closed out — a net gain of 39 holders — while 0 added to existing stakes and 0 trimmed.

The largest buyer was Merriman Wealth Management, opening a new position worth an estimated $12M.

  • 39 institutional investors held Dimensional International Sustainability Core 1 ETF (DFSI) as of Q4 2022, up from 0 in Q3 2022.
  • Funds reported $59.4M of Dimensional International Sustainability Core 1 ETF stock for Q4 2022.
  • 39 funds opened new Dimensional International Sustainability Core 1 ETF positions in Q4 2022 and 0 closed out, a net change of +39 holders.
  • The largest Dimensional International Sustainability Core 1 ETF buyer in Q4 2022 was Merriman Wealth Management, an estimated $12M added.

Based on aggregated 13F filings for Q4 2022.