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DFSI

Dimensional International Sustainability Core 1 ETF
DFSI

127 hedge funds and large institutions have $279M invested in Dimensional International Sustainability Core 1 ETF in 2024 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 68 increasing their positions, 23 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

196% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 23

113% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 8

7% more funds holding

Funds holding: 119 → 127 (+8)

7% more capital invested

Capital invested by funds: $262M → $279M (+$17.3M)

1.35% more ownership

Funds ownership: 64.22% → 65.57% (+1.4%)

0% more funds holding in top 10

Funds holding in top 10: 6 → 6 (0)

Holders
127
Holders Change
+8
Holders Change %
+6.72%
% of All Funds
1.83%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
17
Increased
68
Reduced
23
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AC
AWM Capital
Arizona
+$5.43M
2
Jane Street
Jane Street
New York
+$3.63M
3
CPCM
Cardinal Point Capital Management
Ontario, Canada
+$1.79M
4
AP
Adero Partners
California
+$1.78M
5
FTUS
Flow Traders U.S.
New York
+$1.77M

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$8.21M
2
OMC
Old Mission Capital
Illinois
-$6.96M
3
NL
NWAM LLC
Washington
-$1.42M
4
HIC
Hartline Investment Corp
Illinois
-$276K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$266K
Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
26
Perigon Wealth Management
California
$2.55M +$990K +29,714 +62%
RIP
27
RAM Investment Partners
Washington
$2.38M +$588K +17,637 +32%
SC
28
Savant Capital
Illinois
$2.13M +$209K +6,261 +11%
CPCM
29
Cardinal Point Capital Management
Ontario, Canada
$2.1M +$1.79M +53,860 +545%
WA
30
Wealth Architects
California
$2.04M +$1.25M +37,394 +152%
NCM
31
Northland Capital Management
Minnesota
$1.98M +$363K +10,902 +22%
GC
32
Garde Capital
Washington
$1.87M +$48.2K +1,446 +3%
TI
33
Truepoint Inc
Ohio
$1.83M +$233K +6,988 +14%
FTUS
34
Flow Traders U.S.
New York
$1.75M +$1.77M +53,276 New
TWA
35
Trellis Wealth Advisors
California
$1.67M +$307K +9,225 +22%
AA
36
Addison Advisors
Vermont
$1.59M +$213K +6,385 +15%
RWP
37
Revolve Wealth Partners
New Jersey
$1.57M +$324K +9,730 +26%
HCM
38
Hutchinson Capital Management
California
$1.51M – – –
FPAS
39
Focus Partners Advisor Solutions
Missouri
$1.48M +$313K +9,399 +26%
WWP
40
Waypoint Wealth Partners
California
$1.44M +$781K +23,455 +116%
RIM
41
Rockbridge Investment Management
New York
$1.43M +$185K +5,562 +15%
PO
42
Private Ocean
California
$1.35M -$4.86K -146 -0.4%
CFGA
43
Cambridge Financial Group (Arizona)
Arizona
$1.3M -$91.4K -2,744 -6%
SSC
44
Syverson Strege & Co
Iowa
$1.29M -$54.4K -1,634 -4%
B
45
BetterWealth
California
$1.22M -$20.5K -615 -2%
Commonwealth Equity Services
46
Commonwealth Equity Services
Massachusetts
$1.15M +$320K +9,607 +38%
BJL
47
Brighton Jones LLC
Washington
$1.14M +$193K +5,792 +20%
PFBT
48
Parkside Financial Bank & Trust
Missouri
$1.13M +$14.8K +443 +1%
CW
49
Cook Wealth
North Carolina
$1.12M +$4.9K +147 +0.4%
MGW
50
MB Generational Wealth
Washington
$1.12M -$119K -3,561 -9%
1
2
3 4 5

DFSI Hedge Fund Activity: Q2 2024 in Review

127 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Dimensional International Sustainability Core 1 ETF (DFSI) for Q2 2024, worth a combined $279M — up 6.6% from $262M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new DFSI positions and 8 closed out — a net gain of 9 holders — while 68 added to existing stakes and 23 trimmed.

The largest buyer was AWM Capital, adding an estimated $5.43M. The largest seller was Citadel Advisors, exiting entirely with an estimated $8.21M sold.

  • 127 institutional investors held Dimensional International Sustainability Core 1 ETF (DFSI) as of Q2 2024, up from 119 in Q1 2024.
  • Funds reported $279M of Dimensional International Sustainability Core 1 ETF stock for Q2 2024, up 6.6% quarter-over-quarter.
  • 17 funds opened new Dimensional International Sustainability Core 1 ETF positions in Q2 2024 and 8 closed out, a net change of +9 holders.
  • The largest Dimensional International Sustainability Core 1 ETF buyer in Q2 2024 was AWM Capital, an estimated $5.43M added.
  • The largest Dimensional International Sustainability Core 1 ETF seller in Q2 2024 was Citadel Advisors, an estimated $8.21M sold.

Based on aggregated 13F filings for Q2 2024.