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DFSI

Dimensional International Sustainability Core 1 ETF
DFSI

86 hedge funds and large institutions have $186M invested in Dimensional International Sustainability Core 1 ETF in 2023 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 48 increasing their positions, 8 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,600% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 1

500% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 8

20% more funds holding in top 10

Funds holding in top 10: 5 → 6 (+1)

19% more funds holding

Funds holding: 72 → 86 (+14)

14% more capital invested

Capital invested by funds: $164M → $186M (+$22.4M)

3.85% less ownership

Funds ownership: 81.13% → 77.28% (-3.9%)

Holders
86
Holders Change
+14
Holders Change %
+19.44%
% of All Funds
1.36%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.1%
New
17
Increased
48
Reduced
8
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AC
AWM Capital
Arizona
+$10.2M
2
OMC
Old Mission Capital
Illinois
+$3.63M
3
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$2.59M
4
FTUS
Flow Traders U.S.
New York
+$2.57M
5
FFM
Forum Financial Management
Illinois
+$2.38M

Top Sellers

Rank Fund Capital Flow
1
Corient Private Wealth
Corient Private Wealth
Florida
-$3.31M
2
Jane Street
Jane Street
New York
-$3.21M
3
NCM
Northland Capital Management
Minnesota
-$275K
4
GWM
Grand Wealth Management
Michigan
-$139K
5
WA
Waverly Advisors
Alabama
-$130K
Name Holding Trade Value Shares
Change 		Change in
Stake
NCM
26
Northland Capital Management
Minnesota
$1.39M -$275K -9,128 -16%
RIM
27
RW Investment Management
Idaho
$1.32M +$244K +8,092 +21%
NL
28
NWAM LLC
Washington
$1.24M +$821K +27,261 +170%
QHA
29
Quarry Hill Advisors
Minnesota
$1.15M +$210K +6,983 +21%
TI
30
Truepoint Inc
Ohio
$1.06M +$2.23K +74 +0.2%
FPAS
31
Focus Partners Advisor Solutions
Missouri
$1.01M +$115K +3,806 +12%
B
32
BetterWealth
California
$973K +$35.2K +1,170 +4%
HCM
33
Hutchinson Capital Management
California
$972K – – –
SC
34
Savant Capital
Illinois
$965K +$1.01M +33,602 New
BSW
35
Buckingham Strategic Wealth
Missouri
$710K +$76.6K +2,544 +11%
Commonwealth Equity Services
36
Commonwealth Equity Services
Massachusetts
$644K +$52.3K +1,736 +8%
WA
37
Waverly Advisors
Alabama
$616K -$130K -4,316 -17%
SRWM
38
Shira Ridge Wealth Management
California
$614K +$214K +7,100 +50%
WA
39
Wealth Architects
California
$603K +$7.8K +259 +1%
MWM
40
Modera Wealth Management
New Jersey
$584K +$43.8K +1,455 +8%
AF
41
Advisornet Financial
Minnesota
$537K +$101K +3,355 +22%
NRWA
42
North Ridge Wealth Advisors
Oregon
$535K +$542 +18 +0.1%
GWM
43
Grand Wealth Management
Michigan
$532K -$139K -4,604 -20%
HNWA
44
Henrickson Nauta Wealth Advisors
Michigan
$465K +$156K +5,197 +47%
SDWIA
45
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$418K +$7.38K +245 +2%
WWP
46
Waypoint Wealth Partners
California
$402K +$117K +3,880 +38%
CI
47
Cordant Inc
Oregon
$393K +$106K +3,535 +35%
CPIG
48
Chicago Partners Investment Group
Illinois
$383K +$6.68K +222 +2%
PCM
49
Passive Capital Management
Maryland
$376K – – –
RIM
50
Rockbridge Investment Management
New York
$361K +$28.4K +943 +8%
1
2
3 4

DFSI Hedge Fund Activity: Q3 2023 in Review

86 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Dimensional International Sustainability Core 1 ETF (DFSI) for Q3 2023, worth a combined $186M — up 14% from $164M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new DFSI positions and 1 closed out — a net gain of 16 holders — while 48 added to existing stakes and 8 trimmed.

The largest buyer was AWM Capital, adding an estimated $10.2M. The largest seller was Corient Private Wealth, cutting an estimated $3.31M.

  • 86 institutional investors held Dimensional International Sustainability Core 1 ETF (DFSI) as of Q3 2023, up from 72 in Q2 2023.
  • Funds reported $186M of Dimensional International Sustainability Core 1 ETF stock for Q3 2023, up 14% quarter-over-quarter.
  • 17 funds opened new Dimensional International Sustainability Core 1 ETF positions in Q3 2023 and 1 closed out, a net change of +16 holders.
  • The largest Dimensional International Sustainability Core 1 ETF buyer in Q3 2023 was AWM Capital, an estimated $10.2M added.
  • The largest Dimensional International Sustainability Core 1 ETF seller in Q3 2023 was Corient Private Wealth, an estimated $3.31M sold.

Based on aggregated 13F filings for Q3 2023.