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Dimensional International Sustainability Core 1 ETF
DFSI

Overview Fund Activity

61 hedge funds and large institutions have $126M invested in Dimensional International Sustainability Core 1 ETF in 2023 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 21 increasing their positions, 6 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
61
Holders Change
+22
Holders Change %
+56.41%
% of All Funds
0.98%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
26
Increased
21
Reduced
6
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
QFA
Quantum Financial Advisors
California
$25.9M
2
AWM
AE Wealth Management
Kansas
$11M
3
RS
Retirement Solution
Washington
$11M
4
AP
Adero Partners
California
$8.22M
5
OMC
Old Mission Capital
Illinois
$4.6M

Top Sellers

1
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$0
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$0
3
FTUS
Flow Traders U.S.
New York
$0
4
PFO
Pathstone Family Office
New Jersey
$715K
5
NL
NWAM LLC
Washington
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
NCM
26
New Capital Management
Texas
$542K +$542K +18,037 New
FFM
27
Forum Financial Management
Illinois
$526K +$265K +8,825 +101%
TWA
28
Trellis Wealth Advisors
California
$520K +$288K +9,593 +125%
RIM
29
RW Investment Management
Idaho
$517K +$278K +9,235 +116%
GWM
30
Grand Wealth Management
Michigan
$461K +$8.41K +280 +2%
SRWM
31
Shira Ridge Wealth Management
California
$429K +$2.77K +92 +0.6%
QHA
32
Quarry Hill Advisors
Minnesota
$420K +$420K +13,984 New
PCM
33
Passive Capital Management
Maryland
$394K – – –
IAG
34
Investment Advisory Group
Massachusetts
$369K – – –
AF
35
Advisornet Financial
Minnesota
$366K +$366K +12,169 New
RIM
36
Rockbridge Investment Management
New York
$356K +$356K +11,852 New
NRWA
37
North Ridge Wealth Advisors
Oregon
$326K +$326K +10,849 New
WWP
38
Waypoint Wealth Partners
California
$282K +$282K +9,395 New
SDWIA
39
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$253K +$253K +8,432 New
TWA
40
TCI Wealth Advisors
Arizona
$240K – – –
RRC
41
Relaxing Retirement Coach
Massachusetts
$223K +$223K +7,431 New
BAM
42
Baldrige Asset Management
Pennsylvania
$220K +$116K +3,865 +112%
HighTower Advisors
43
HighTower Advisors
Illinois
$218K +$218K +7,239 New
HNWA
44
Henrickson Nauta Wealth Advisors
Michigan
$215K +$215K +7,144 New
WWM
45
Wolff Wiese Magana
California
$196K – – –
CI
46
Cordant Inc
Oregon
$128K -$3.46K -115 -3%
RTL
47
Red Tortoise LLC
Georgia
$126K +$126K +4,206 New
CPA
48
Cardiff Park Advisors
California
$118K +$8.08K +269 +7%
AF
49
Allworth Financial
California
$90.2K – – –
MFA
50
McClarren Financial Advisors
Pennsylvania
$79K +$149 +5 +0.2%
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