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DFSI

Dimensional International Sustainability Core 1 ETF
DFSI

141 hedge funds and large institutions have $330M invested in Dimensional International Sustainability Core 1 ETF in 2024 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 84 increasing their positions, 16 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

567% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 3

425% more repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 16

18% more capital invested

Capital invested by funds: $279M → $330M (+$51.3M)

11% more funds holding

Funds holding: 127 → 141 (+14)

0% more funds holding in top 10

Funds holding in top 10: 6 → 6 (0)

3.92% less ownership

Funds ownership: 65.57% → 61.65% (-3.9%)

Holders
141
Holders Change
+14
Holders Change %
+11.02%
% of All Funds
2.02%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
20
Increased
84
Reduced
16
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AC
AWM Capital
Arizona
+$8.42M
2
WANY
Wealthspire Advisors (New York)
New York
+$3.32M
3
FF
Francis Financial
+$2.41M
4
Pathstone Holdings
Pathstone Holdings
New Jersey
+$1.36M
5
QFA
Quantum Financial Advisors
California
+$1.3M

Top Sellers

1
EFP
Elser Financial Planning
Indiana
-$5.65M
2
Jane Street
Jane Street
New York
-$2.6M
3
FTUS
Flow Traders U.S.
New York
-$612K
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$260K
5
RS
Retirement Solution
Washington
-$242K
Name Holding Trade Value Shares
Change 		Change in
Stake
QHA
26
Quarry Hill Advisors
Minnesota
$3.16M +$60.5K +1,768 +2%
GC
27
Garde Capital
Washington
$2.83M +$767K +22,432 +39%
WA
28
Wealth Architects
California
$2.77M +$528K +15,423 +25%
PWM
29
Perigon Wealth Management
California
$2.76M – – –
TI
30
Truepoint Inc
Ohio
$2.62M +$605K +17,678 +32%
AA
31
Addison Advisors
Vermont
$2.53M +$771K +22,540 +47%
SC
32
Savant Capital
Illinois
$2.4M +$86.2K +2,519 +4%
CPCM
33
Cardinal Point Capital Management
Ontario, Canada
$2.38M +$99.2K +2,900 +5%
FPAS
34
Focus Partners Advisor Solutions
Missouri
$2.19M +$564K +16,495 +37%
NCM
35
Northland Capital Management
Minnesota
$2.13M -$17.6K -515 -0.9%
RWP
36
Revolve Wealth Partners
New Jersey
$1.91M +$201K +5,878 +12%
TWA
37
Trellis Wealth Advisors
California
$1.9M +$83.1K +2,429 +5%
HCM
38
Hutchinson Capital Management
California
$1.63M – – –
RIM
39
Rockbridge Investment Management
New York
$1.57M +$20K +585 +1%
WWP
40
Waypoint Wealth Partners
California
$1.53M -$29.9K -873 -2%
BJL
41
Brighton Jones LLC
Washington
$1.48M +$227K +6,643 +19%
SSC
42
Syverson Strege & Co
Iowa
$1.47M +$69.1K +2,021 +5%
CFGA
43
Cambridge Financial Group (Arizona)
Arizona
$1.47M +$55.2K +1,613 +4%
PFBT
44
Parkside Financial Bank & Trust
Missouri
$1.34M +$107K +3,117 +9%
Commonwealth Equity Services
45
Commonwealth Equity Services
Massachusetts
$1.31M +$67.8K +1,982 +6%
B
46
BetterWealth
California
$1.3M -$29.2K -854 -2%
PFA
47
Pure Financial Advisors
California
$1.3M +$929K +27,151 +298%
OMC
48
Old Mission Capital
Illinois
$1.27M +$1.22M +35,660 New
FTUS
49
Flow Traders U.S.
New York
$1.26M -$612K -17,900 -34%
NL
50
NWAM LLC
Washington
$1.25M +$1.2M +35,117 New
1
2
3 4 5

DFSI Hedge Fund Activity: Q3 2024 in Review

141 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Dimensional International Sustainability Core 1 ETF (DFSI) for Q3 2024, worth a combined $330M — up 18% from $279M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new DFSI positions and 3 closed out — a net gain of 17 holders — while 84 added to existing stakes and 16 trimmed.

The largest buyer was AWM Capital, adding an estimated $8.42M. The largest seller was Elser Financial Planning, exiting entirely with an estimated $5.65M sold.

  • 141 institutional investors held Dimensional International Sustainability Core 1 ETF (DFSI) as of Q3 2024, up from 127 in Q2 2024.
  • Funds reported $330M of Dimensional International Sustainability Core 1 ETF stock for Q3 2024, up 18% quarter-over-quarter.
  • 20 funds opened new Dimensional International Sustainability Core 1 ETF positions in Q3 2024 and 3 closed out, a net change of +17 holders.
  • The largest Dimensional International Sustainability Core 1 ETF buyer in Q3 2024 was AWM Capital, an estimated $8.42M added.
  • The largest Dimensional International Sustainability Core 1 ETF seller in Q3 2024 was Elser Financial Planning, an estimated $5.65M sold.

Based on aggregated 13F filings for Q3 2024.