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Dimensional International Sustainability Core 1 ETF
DFSI

Overview Fund Activity

118 hedge funds and large institutions have $260M invested in Dimensional International Sustainability Core 1 ETF in 2024 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 67 increasing their positions, 12 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
118
Holders Change
+15
Holders Change %
+14.56%
% 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
67
Reduced
12
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
$8.21M
2
AC
AWM Capital
Arizona
$16.7M
3
AP
Adero Partners
California
$14.9M
4
GC
Garde Capital
Washington
$1.87M
5
AC
Apella Capital
Connecticut
$2.39M

Top Sellers

1
AWM
AE Wealth Management
Kansas
$0
2
FTUS
Flow Traders U.S.
New York
$0
3
NCM
New Capital Management
Texas
$4.55M
4
Jane Street
Jane Street
New York
$1.97M
5
BAM
Belpointe Asset Management
Nevada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Jane Street
26
Jane Street
New York
$1.97M -$903K -26,817 -31%
GC
27
Garde Capital
Washington
$1.87M +$1.87M +55,405 New
RIP
28
RAM Investment Partners
Washington
$1.84M +$209K +6,215 +13%
NCM
29
Northland Capital Management
Minnesota
$1.65M -$18K -535 -1%
TI
30
Truepoint Inc
Ohio
$1.64M +$377K +11,208 +30%
PWM
31
Perigon Wealth Management
California
$1.6M – – –
HCM
32
Hutchinson Capital Management
California
$1.54M +$77.6K +2,306 +5%
OIA
33
OneDigital Investment Advisors
Kansas
$1.54M +$763K +22,652 +98%
NL
34
NWAM LLC
Washington
$1.42M -$113K -3,349 -7%
AA
35
Addison Advisors
Vermont
$1.41M +$468K +13,895 +50%
TWA
36
Trellis Wealth Advisors
California
$1.4M +$21.6K +641 +2%
PO
37
Private Ocean
California
$1.39M +$438 +13 +0%
SSC
38
Syverson Strege & Co
Iowa
$1.38M +$12.9K +383 +0.9%
RWP
39
Revolve Wealth Partners
New Jersey
$1.28M +$359K +10,667 +39%
RIM
40
Rockbridge Investment Management
New York
$1.27M +$238K +7,070 +23%
B
41
BetterWealth
California
$1.27M +$82.8K +2,458 +7%
MGW
42
MB Generational Wealth
Washington
$1.26M +$8.05K +239 +0.6%
FPAS
43
Focus Partners Advisor Solutions
Missouri
$1.2M -$240K -7,138 -17%
PFBT
44
Parkside Financial Bank & Trust
Missouri
$1.14M +$1.31K +39 +0.1%
CW
45
Cook Wealth
North Carolina
$1.1M +$160K +4,887 +17%
DPW
46
DiNuzzo Private Wealth
Pennsylvania
$1M +$7.48K +222 +0.8%
BJL
47
Brighton Jones LLC
Washington
$973K +$128K +3,805 +15%
Commonwealth Equity Services
48
Commonwealth Equity Services
Massachusetts
$848K +$89.8K +2,667 +12%
BSW
49
Buckingham Strategic Wealth
Missouri
$843K +$121K +3,597 +17%
CFA
50
Cahill Financial Advisors
Minnesota
$842K +$308K +9,137 +58%
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