Dimensional International Sustainability Core 1 ETF
DFSI
61 hedge funds and large institutions have $126M invested in Dimensional International Sustainability Core 1 ETF in 2023 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 21 increasing their positions, 6 reducing their positions, and 4 closing their positions.
550% more first-time investments, than exits
New positions opened: 26 | Existing positions closed: 4
250% more repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 6
112% more capital invested
Capital invested by funds: $59.4M → $126M (+$66.4M)
100% more funds holding in top 10
Funds holding in top 10: 2 → 4 (+2)
56% more funds holding
Funds holding: 39 → 61 (+22)
20.04% more ownership
Funds ownership: 53.41% → 73.45% (+20%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
QFA
Quantum Financial Advisors
El Segundo,
California
|
+$25.4M |
| 2 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$10.8M |
| 3 |
RS
Retirement Solution
Redmond,
Washington
|
+$10.8M |
| 4 |
AP
Adero Partners
Pleasanton,
California
|
+$7.5M |
| 5 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$4.52M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Dimensional Fund Advisors
Austin,
Texas
|
-$11.1M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$3.16M |
| 3 |
FTUS
Flow Traders U.S.
New York
|
-$2.2M |
| 4 |
PFO
Pathstone Family Office
Englewood,
New Jersey
|
-$699K |
| 5 |
NL
NWAM LLC
Mercer Island,
Washington
|
-$230K |
DFSI Hedge Fund Activity: Q1 2023 in Review
61 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Dimensional International Sustainability Core 1 ETF (DFSI) for Q1 2023, worth a combined $126M — up 112% from $59.4M a quarter earlier.
Buyers outnumbered sellers: 26 funds opened new DFSI positions and 4 closed out — a net gain of 22 holders — while 21 added to existing stakes and 6 trimmed.
The largest buyer was Quantum Financial Advisors, opening a new position worth an estimated $25.4M. The largest seller was Dimensional Fund Advisors, exiting entirely with an estimated $11.1M sold.
- 61 institutional investors held Dimensional International Sustainability Core 1 ETF (DFSI) as of Q1 2023, up from 39 in Q4 2022.
- Funds reported $126M of Dimensional International Sustainability Core 1 ETF stock for Q1 2023, up 112% quarter-over-quarter.
- 26 funds opened new Dimensional International Sustainability Core 1 ETF positions in Q1 2023 and 4 closed out, a net change of +22 holders.
- The largest Dimensional International Sustainability Core 1 ETF buyer in Q1 2023 was Quantum Financial Advisors, an estimated $25.4M added.
- The largest Dimensional International Sustainability Core 1 ETF seller in Q1 2023 was Dimensional Fund Advisors, an estimated $11.1M sold.
Based on aggregated 13F filings for Q1 2023.