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DFSI

Dimensional International Sustainability Core 1 ETF

72 hedge funds and large institutions have $164M invested in Dimensional International Sustainability Core 1 ETF in 2023 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 38 increasing their positions, 4 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

850% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 4

467% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 3

30% more capital invested

Capital invested by funds: $126M → $164M (+$38.2M)

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

18% more funds holding

Funds holding: 6172 (+11)

7.68% more ownership

Funds ownership: 73.45%81.13% (+7.7%)

Holders
72
Holders Change
+11
Holders Change %
+18.03%
% of All Funds
1.13%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
17
Increased
38
Reduced
4
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
B
26
BetterWealth
California
$996K +$36.8K +1,209 +4%
FPAS
27
Focus Partners Advisor Solutions
Missouri
$960K +$263K +8,642 +38%
SHWM
28
Silicon Hills Wealth Management
Texas
$785K -$19.9K -655 -2%
WA
29
Waverly Advisors
Alabama
$785K +$785K +25,770 New
GWM
30
Grand Wealth Management
Michigan
$704K +$237K +7,780 +51%
BSW
31
Buckingham Strategic Wealth
Missouri
$675K +$675K +22,179 New
WA
32
Wealth Architects
California
$631K +$631K +20,737 New
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$631K +$191K +6,277 +43%
MWM
34
Modera Wealth Management
New Jersey
$575K +$575K +18,874 New
NRWA
35
North Ridge Wealth Advisors
Oregon
$567K +$237K +7,776 +72%
TWA
36
Trellis Wealth Advisors
California
$528K +$1.22K +40 +0.2%
NL
37
NWAM LLC
Washington
$487K +$487K +16,000 New
AF
38
Advisornet Financial
Minnesota
$467K +$96.8K +3,178 +26%
SDWIA
39
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$436K +$180K +5,898 +70%
SRWM
40
Shira Ridge Wealth Management
California
$435K
CPIG
41
Chicago Partners Investment Group
Illinois
$415K +$416K +13,653 New
PCM
42
Passive Capital Management
Maryland
$399K
IAG
43
Investment Advisory Group
Massachusetts
$374K
RIM
44
Rockbridge Investment Management
New York
$354K -$6.39K -210 -2%
HNWA
45
Henrickson Nauta Wealth Advisors
Michigan
$335K +$117K +3,842 +54%
CI
46
Cordant Inc
Oregon
$310K +$179K +5,892 +138%
WWP
47
Waypoint Wealth Partners
California
$308K +$21.8K +715 +8%
CCM
48
Carlson Capital Management
Minnesota
$260K +$260K +8,543 New
TWA
49
TCI Wealth Advisors
Arizona
$244K
RRC
50
Relaxing Retirement Coach
Massachusetts
$226K

DFSI Hedge Fund Activity: Q2 2023 in Review

72 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Dimensional International Sustainability Core 1 ETF (DFSI) for Q2 2023, worth a combined $164M — up 30% from $126M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new DFSI positions and 3 closed out — a net gain of 14 holders — while 38 added to existing stakes and 4 trimmed.

The largest buyer was Jane Street, adding an estimated $8.09M. The largest seller was Old Mission Capital, exiting entirely with an estimated $4.6M sold.

  • 72 institutional investors held Dimensional International Sustainability Core 1 ETF (DFSI) as of Q2 2023, up from 61 in Q1 2023.
  • Funds reported $164M of Dimensional International Sustainability Core 1 ETF stock for Q2 2023, up 30% quarter-over-quarter.
  • 17 funds opened new Dimensional International Sustainability Core 1 ETF positions in Q2 2023 and 3 closed out, a net change of +14 holders.
  • The largest Dimensional International Sustainability Core 1 ETF buyer in Q2 2023 was Jane Street, an estimated $8.09M added.
  • The largest Dimensional International Sustainability Core 1 ETF seller in Q2 2023 was Old Mission Capital, an estimated $4.6M sold.

Based on aggregated 13F filings for Q2 2023.