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Dimensional International Sustainability Core 1 ETF
DFSI

Overview Fund Activity

140 hedge funds and large institutions have $329M invested in Dimensional International Sustainability Core 1 ETF in 2024 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 83 increasing their positions, 16 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
140
Holders Change
+14
Holders Change %
+11.11%
% of All Funds
2.03%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
20
Increased
83
Reduced
16
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AC
1
AWM Capital
Arizona
$32.4M
2
WANY
2
Wealthspire Advisors (New York)
New York
$3.47M
3
FF
3
Francis Financial
$20.8M
4
Pathstone Holdings
4
Pathstone Holdings
New Jersey
$6.75M
5
QFA
5
Quantum Financial Advisors
California
$33.8M

Top Sellers

1
EFP
1
Elser Financial Planning
Indiana
$0
2
Jane Street
2
Jane Street
New York
$3.27M
3
FTUS
3
Flow Traders U.S.
New York
$1.26M
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$0
5
RS
5
Retirement Solution
Washington
$14.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
QHA
26
Quarry Hill Advisors
Minnesota
$3.16M +$63.2K +1,768 +2%
GC
27
Garde Capital
Washington
$2.83M +$802K +22,432 +39%
WA
28
Wealth Architects
California
$2.77M +$551K +15,423 +25%
PWM
29
Perigon Wealth Management
California
$2.76M – – –
TI
30
Truepoint Inc
Ohio
$2.62M +$632K +17,678 +32%
AA
31
Addison Advisors
Vermont
$2.53M +$805K +22,540 +47%
SC
32
Savant Capital
Illinois
$2.4M +$90K +2,519 +4%
CPCM
33
Cardinal Point Capital Management
Ontario, Canada
$2.38M +$104K +2,900 +5%
FPAS
34
Focus Partners Advisor Solutions
Missouri
$2.19M +$589K +16,495 +37%
NCM
35
Northland Capital Management
Minnesota
$2.13M -$18.4K -515 -0.9%
RWP
36
Revolve Wealth Partners
New Jersey
$1.91M +$210K +5,878 +12%
TWA
37
Trellis Wealth Advisors
California
$1.9M +$86.8K +2,429 +5%
HCM
38
Hutchinson Capital Management
California
$1.63M – – –
RIM
39
Rockbridge Investment Management
New York
$1.57M +$20.9K +585 +1%
WWP
40
Waypoint Wealth Partners
California
$1.53M -$31.2K -873 -2%
BJL
41
Brighton Jones LLC
Washington
$1.48M +$237K +6,643 +19%
SSC
42
Syverson Strege & Co
Iowa
$1.47M +$72.2K +2,021 +5%
PFBT
43
Parkside Financial Bank & Trust
Missouri
$1.34M +$111K +3,117 +9%
Commonwealth Equity Services
44
Commonwealth Equity Services
Massachusetts
$1.31M +$70.8K +1,982 +6%
B
45
BetterWealth
California
$1.3M -$30.5K -854 -2%
PFA
46
Pure Financial Advisors
California
$1.3M +$970K +27,151 +298%
OMC
47
Old Mission Capital
Illinois
$1.27M +$1.27M +35,660 New
FTUS
48
Flow Traders U.S.
New York
$1.26M -$640K -17,900 -34%
NL
49
NWAM LLC
Washington
$1.25M +$1.25M +35,117 New
MGW
50
MB Generational Wealth
Washington
$1.24M +$21.9K +612 +2%
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