We are live on ! Find out more
DFSI

Dimensional International Sustainability Core 1 ETF

119 hedge funds and large institutions have $262M invested in Dimensional International Sustainability Core 1 ETF in 2024 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 68 increasing their positions, 12 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

467% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 12

188% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 8

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

14% more funds holding

Funds holding: 104119 (+15)

14% more capital invested

Capital invested by funds: $230M → $262M (+$31.7M)

12.19% less ownership

Funds ownership: 76.4%64.22% (-12%)

Holders
119
Holders Change
+15
Holders Change %
+14.42%
% of All Funds
1.71%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
23
Increased
68
Reduced
12
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Jane Street
26
Jane Street
New York
$1.97M -$867K -26,817 -31%
GC
27
Garde Capital
Washington
$1.86M +$1.79M +55,405 New
RIP
28
RAM Investment Partners
Washington
$1.84M +$201K +6,215 +13%
NCM
29
Northland Capital Management
Minnesota
$1.65M -$17.3K -535 -1%
TI
30
Truepoint Inc
Ohio
$1.64M +$362K +11,208 +30%
PWM
31
Perigon Wealth Management
California
$1.6M
HCM
32
Hutchinson Capital Management
California
$1.54M +$74.5K +2,306 +5%
OIA
33
OneDigital Investment Advisors
Kansas
$1.54M +$732K +22,652 +98%
CFGA
34
Cambridge Financial Group (Arizona)
Arizona
$1.42M +$791K +24,472 +137%
NL
35
NWAM LLC
Washington
$1.42M -$108K -3,349 -7%
AA
36
Addison Advisors
Vermont
$1.41M +$449K +13,895 +50%
TWA
37
Trellis Wealth Advisors
California
$1.4M +$20.7K +641 +2%
PO
38
Private Ocean
California
$1.39M +$420 +13 +0%
SSC
39
Syverson Strege & Co
Iowa
$1.38M +$12.4K +383 +0.9%
RWP
40
Revolve Wealth Partners
New Jersey
$1.28M +$345K +10,667 +39%
RIM
41
Rockbridge Investment Management
New York
$1.27M +$229K +7,070 +23%
B
42
BetterWealth
California
$1.27M +$79.5K +2,458 +7%
MGW
43
MB Generational Wealth
Washington
$1.26M +$7.73K +239 +0.6%
FPAS
44
Focus Partners Advisor Solutions
Missouri
$1.2M -$231K -7,138 -17%
PFBT
45
Parkside Financial Bank & Trust
Missouri
$1.14M +$1.26K +39 +0.1%
CW
46
Cook Wealth
North Carolina
$1.1M +$158K +4,887 +17%
DPW
47
DiNuzzo Private Wealth
Pennsylvania
$1M +$7.18K +222 +0.8%
BJL
48
Brighton Jones LLC
Washington
$973K +$123K +3,805 +15%
Commonwealth Equity Services
49
Commonwealth Equity Services
Massachusetts
$848K +$86.2K +2,667 +12%
BSW
50
Buckingham Strategic Wealth
Missouri
$843K +$116K +3,597 +17%

DFSI Hedge Fund Activity: Q1 2024 in Review

119 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Dimensional International Sustainability Core 1 ETF (DFSI) for Q1 2024, worth a combined $262M — up 14% from $230M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new DFSI positions and 8 closed out — a net gain of 15 holders — while 68 added to existing stakes and 12 trimmed.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $7.89M. The largest seller was AE Wealth Management, exiting entirely with an estimated $13M sold.

  • 119 institutional investors held Dimensional International Sustainability Core 1 ETF (DFSI) as of Q1 2024, up from 104 in Q4 2023.
  • Funds reported $262M of Dimensional International Sustainability Core 1 ETF stock for Q1 2024, up 14% quarter-over-quarter.
  • 23 funds opened new Dimensional International Sustainability Core 1 ETF positions in Q1 2024 and 8 closed out, a net change of +15 holders.
  • The largest Dimensional International Sustainability Core 1 ETF buyer in Q1 2024 was Citadel Advisors, an estimated $7.89M added.
  • The largest Dimensional International Sustainability Core 1 ETF seller in Q1 2024 was AE Wealth Management, an estimated $13M sold.

Based on aggregated 13F filings for Q1 2024.