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Dimensional International Sustainability Core 1 ETF
DFSI

Overview Fund Activity

160 hedge funds and large institutions have $376M invested in Dimensional International Sustainability Core 1 ETF in 2024 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 85 increasing their positions, 18 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
160
Holders Change
+20
Holders Change %
+14.29%
% of All Funds
2.13%
Holding in Top 10
11
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+83.33%
% of All Funds
0.15%
New
31
Increased
85
Reduced
18
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EFP
1
Elser Financial Planning
Indiana
$7.31M
2
BRIA
2
Balanced Rock Investment Advisors
Massachusetts
$6.5M
3
AC
3
AWM Capital
Arizona
$33.6M
4
Pathstone Holdings
4
Pathstone Holdings
New Jersey
$9.07M
5
AP
5
Adero Partners
California
$19.2M

Top Sellers

1
OMC
1
Old Mission Capital
Illinois
$0
2
FTUS
2
Flow Traders U.S.
New York
$0
3
WANY
3
Wealthspire Advisors (New York)
New York
$2.08M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$0
5
QFA
5
Quantum Financial Advisors
California
$30.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
NA
26
NewEdge Advisors
Louisiana
$3.27M +$244K +7,424 +8%
RIP
27
RAM Investment Partners
Washington
$3.19M +$261K +7,935 +9%
QHA
28
Quarry Hill Advisors
Minnesota
$3.12M +$208K +6,336 +7%
RIM
29
RW Investment Management
Idaho
$3.07M -$33.3K -1,014 -1%
Jane Street
30
Jane Street
New York
$3.07M +$62.9K +1,914 +2%
AIM
31
Archer Investment Management
Texas
$2.91M +$2.91M +88,457 New
WA
32
Wealth Architects
California
$2.83M +$282K +8,591 +11%
AA
33
Addison Advisors
Vermont
$2.72M +$400K +12,185 +17%
FPAS
34
Focus Partners Advisor Solutions
Missouri
$2.68M +$667K +20,290 +33%
SC
35
Savant Capital
Illinois
$2.66M +$449K +13,668 +20%
GC
36
Garde Capital
Washington
$2.63M +$24.2K +736 +0.9%
PWM
37
Perigon Wealth Management
California
$2.57M +$6.85K +207 +0.3%
TI
38
Truepoint Inc
Ohio
$2.46M +$53K +1,613 +2%
CPCM
39
Cardinal Point Capital Management
Ontario, Canada
$2.25M +$63.7K +1,940 +3%
MWM
40
Momentous Wealth Management
Washington
$2.09M +$2.09M +63,755 New
WANY
41
Wealthspire Advisors (New York)
New York
$2.08M -$1.12M -33,974 -35%
RWP
42
Revolve Wealth Partners
New Jersey
$1.98M +$224K +6,827 +13%
PFA
43
Pure Financial Advisors
California
$1.83M +$642K +19,541 +54%
WWP
44
Waypoint Wealth Partners
California
$1.83M +$426K +12,959 +30%
BJL
45
Brighton Jones LLC
Washington
$1.75M +$397K +12,095 +29%
NCM
46
Northland Capital Management
Minnesota
$1.7M -$250K -7,607 -13%
TWA
47
Trellis Wealth Advisors
California
$1.64M -$104K -3,154 -6%
MWG
48
Martin Worley Group
Utah
$1.54M +$1.54M +46,898 New
HCM
49
Hutchinson Capital Management
California
$1.5M – – –
RIM
50
Rockbridge Investment Management
New York
$1.5M +$57.2K +1,741 +4%
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