Dimensional International Sustainability Core 1 ETF
DFSI
163 hedge funds and large institutions have $378M invested in Dimensional International Sustainability Core 1 ETF in 2024 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 86 increasing their positions, 18 reducing their positions, and 9 closing their positions.
378% more repeat investments, than reductions
Existing positions increased: 86 | Existing positions reduced: 18
267% more first-time investments, than exits
New positions opened: 33 | Existing positions closed: 9
83% more funds holding in top 10
Funds holding in top 10: 6 → 11 (+5)
16% more funds holding
Funds holding: 141 → 163 (+22)
14% more capital invested
Capital invested by funds: $330M → $378M (+$47.7M)
6.43% more ownership
Funds ownership: 61.65% → 68.07% (+6.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EFP
Elser Financial Planning
Indianapolis,
Indiana
|
+$7.57M |
| 2 |
BRIA
Balanced Rock Investment Advisors
Roslindale,
Massachusetts
|
+$6.73M |
| 3 |
AC
AWM Capital
Phoenix,
Arizona
|
+$3.97M |
| 4 |
Pathstone Holdings
Englewood,
New Jersey
|
+$2.89M |
| 5 |
AP
Adero Partners
Pleasanton,
California
|
+$2.08M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$1.27M |
| 2 |
FTUS
Flow Traders U.S.
New York
|
-$1.26M |
| 3 |
WANY
Wealthspire Advisors (New York)
New York
|
-$1.16M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$891K |
| 5 |
QFA
Quantum Financial Advisors
El Segundo,
California
|
-$795K |
DFSI Hedge Fund Activity: Q4 2024 in Review
163 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Dimensional International Sustainability Core 1 ETF (DFSI) for Q4 2024, worth a combined $378M — up 14% from $330M a quarter earlier.
Buyers outnumbered sellers: 33 funds opened new DFSI positions and 9 closed out — a net gain of 24 holders — while 86 added to existing stakes and 18 trimmed.
The largest buyer was Elser Financial Planning, opening a new position worth an estimated $7.57M. The largest seller was Old Mission Capital, exiting entirely with an estimated $1.27M sold.
- 163 institutional investors held Dimensional International Sustainability Core 1 ETF (DFSI) as of Q4 2024, up from 141 in Q3 2024.
- Funds reported $378M of Dimensional International Sustainability Core 1 ETF stock for Q4 2024, up 14% quarter-over-quarter.
- 33 funds opened new Dimensional International Sustainability Core 1 ETF positions in Q4 2024 and 9 closed out, a net change of +24 holders.
- The largest Dimensional International Sustainability Core 1 ETF buyer in Q4 2024 was Elser Financial Planning, an estimated $7.57M added.
- The largest Dimensional International Sustainability Core 1 ETF seller in Q4 2024 was Old Mission Capital, an estimated $1.27M sold.
Based on aggregated 13F filings for Q4 2024.