We are live on ! Find out more
DFSI

Dimensional International Sustainability Core 1 ETF
DFSI

104 hedge funds and large institutions have $230M invested in Dimensional International Sustainability Core 1 ETF in 2023 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 51 increasing their positions, 14 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

380% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 5

264% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 14

23% more capital invested

Capital invested by funds: $186M → $230M (+$43.5M)

21% more funds holding

Funds holding: 86 → 104 (+18)

0.87% less ownership

Funds ownership: 77.28% → 76.4% (-0.87%)

17% less funds holding in top 10

Funds holding in top 10: 6 → 5 (-1)

Holders
104
Holders Change
+18
Holders Change %
+20.93%
% of All Funds
1.52%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
24
Increased
51
Reduced
14
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Corient Private Wealth
Corient Private Wealth
Florida
+$3.57M
2
FFM
Forum Financial Management
Illinois
+$3.4M
3
NCM
New Capital Management
Texas
+$2.56M
4
FF
Francis Financial
+$2.08M
5
PCI
Planning Center Inc
Illinois
+$1.61M

Top Sellers

Rank Fund Capital Flow
1
AC
AWM Capital
Arizona
-$8.29M
2
Jane Street
Jane Street
New York
-$6.73M
3
Citadel Advisors
Citadel Advisors
Florida
-$1.64M
4
TWA
Trellis Wealth Advisors
California
-$1.07M
5
FTUS
Flow Traders U.S.
New York
-$512K
Name Holding Trade Value Shares
Change 		Change in
Stake
SC
26
Savant Capital
Illinois
$1.84M +$701K +23,763 +71%
NCM
27
Northland Capital Management
Minnesota
$1.59M +$34.4K +1,166 +2%
RIP
28
RAM Investment Partners
Washington
$1.55M -$18.8K -636 -1%
PWM
29
Perigon Wealth Management
California
$1.53M +$1.41M +47,657 New
NL
30
NWAM LLC
Washington
$1.46M +$67.7K +2,297 +5%
HCM
31
Hutchinson Capital Management
California
$1.39M +$283K +9,587 +28%
FPAS
32
Focus Partners Advisor Solutions
Missouri
$1.37M +$216K +7,338 +21%
PO
33
Private Ocean
California
$1.32M +$1.21M +41,155 New
TWA
34
Trellis Wealth Advisors
California
$1.31M -$1.07M -36,169 -47%
SSC
35
Syverson Strege & Co
Iowa
$1.3M +$1.19M +40,491 New
TI
36
Truepoint Inc
Ohio
$1.2M +$14.7K +499 +1%
MGW
37
MB Generational Wealth
Washington
$1.19M +$1.1M +37,290 New
B
38
BetterWealth
California
$1.13M +$42K +1,425 +4%
PFBT
39
Parkside Financial Bank & Trust
Missouri
$1.08M +$998K +33,843 New
RIM
40
Rockbridge Investment Management
New York
$984K +$535K +18,137 +144%
DPW
41
DiNuzzo Private Wealth
Pennsylvania
$946K +$871K +29,525 New
CW
42
Cook Wealth
North Carolina
$908K +$849K +28,780 New
AA
43
Addison Advisors
Vermont
$894K +$604K +20,490 +276%
RWP
44
Revolve Wealth Partners
New Jersey
$872K +$803K +27,236 New
BJL
45
Brighton Jones LLC
Washington
$804K +$481K +16,306 +186%
BAM
46
Belpointe Asset Management
Nevada
$775K +$713K +24,184 New
WA
47
Wealth Architects
California
$763K +$83K +2,814 +13%
SRWM
48
Shira Ridge Wealth Management
California
$757K +$66.4K +2,250 +11%
AC
49
Apella Capital
Connecticut
$743K +$405K +13,732 +138%
OIA
50
OneDigital Investment Advisors
Kansas
$738K +$679K +23,027 New
1
2
3 4 5

DFSI Hedge Fund Activity: Q4 2023 in Review

104 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Dimensional International Sustainability Core 1 ETF (DFSI) for Q4 2023, worth a combined $230M — up 23% from $186M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new DFSI positions and 5 closed out — a net gain of 19 holders — while 51 added to existing stakes and 14 trimmed.

The largest buyer was Corient Private Wealth, adding an estimated $3.57M. The largest seller was AWM Capital, cutting an estimated $8.29M.

  • 104 institutional investors held Dimensional International Sustainability Core 1 ETF (DFSI) as of Q4 2023, up from 86 in Q3 2023.
  • Funds reported $230M of Dimensional International Sustainability Core 1 ETF stock for Q4 2023, up 23% quarter-over-quarter.
  • 24 funds opened new Dimensional International Sustainability Core 1 ETF positions in Q4 2023 and 5 closed out, a net change of +19 holders.
  • The largest Dimensional International Sustainability Core 1 ETF buyer in Q4 2023 was Corient Private Wealth, an estimated $3.57M added.
  • The largest Dimensional International Sustainability Core 1 ETF seller in Q4 2023 was AWM Capital, an estimated $8.29M sold.

Based on aggregated 13F filings for Q4 2023.