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Dimensional International Sustainability Core 1 ETF
DFSI

Overview Fund Activity

72 hedge funds and large institutions have $164M invested in Dimensional International Sustainability Core 1 ETF in 2023 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 38 increasing their positions, 4 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
72
Holders Change
+11
Holders Change %
+18.03%
% of All Funds
1.14%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
17
Increased
38
Reduced
4
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
Jane Street
New York
$12.8M
2
AC
AWM Capital
Arizona
$8.1M
3
GA
Greenspring Advisors
Maryland
$6.22M
4
FF
Francis Financial
$8.3M
5
PFO
Pathstone Family Office
New Jersey
$3.03M

Top Sellers

1
OMC
Old Mission Capital
Illinois
$0
2
QFA
Quantum Financial Advisors
California
$26.2M
3
PCI
Planning Center Inc
Illinois
$4.04M
4
SSC
Syverson Strege & Co
Iowa
$0
5
SHWM
Silicon Hills Wealth Management
Texas
$785K
Name Holding Trade Value Shares
Change 		Shares
Change %
HighTower Advisors
51
HighTower Advisors
Illinois
$221K – – –
WWM
52
Wolff Wiese Magana
California
$199K – – –
RTL
53
Red Tortoise LLC
Georgia
$183K +$54.8K +1,800 +43%
CPA
54
Cardiff Park Advisors
California
$120K +$1.19K +39 +1%
JPMorgan Chase & Co
55
JPMorgan Chase & Co
New York
$94.2K +$44.1K +1,448 +88%
AF
56
Allworth Financial
California
$91.4K – – –
MFA
57
McClarren Financial Advisors
Pennsylvania
$81K +$819 +27 +1%
GWS
58
Glassman Wealth Services
Virginia
$74.2K – – –
JWA
59
JFS Wealth Advisors
Pennsylvania
$65.5K +$65.5K +2,152 New
AWM
60
Avior Wealth Management
Nebraska
$61.5K +$609 +20 +1%
RLIM
61
Red Lighthouse Investment Management
New York
$60.3K – – –
CCMI
62
Creative Capital Management Investments
California
$44.7K – – –
AFS
63
Annapolis Financial Services
Maryland
$37.8K – – –
Wells Fargo
64
Wells Fargo
California
$37.4K +$37.4K +1,228 New
CTWM
65
Cherry Tree Wealth Management
Minnesota
$21.7K +$21.7K +713 New
FDCDDQ
66
Federation des caisses Desjardins du Quebec
Quebec, Canada
$10.3K +$10.3K +365 New
FCG
67
Financial Connections Group
California
$7K +$57 +2 +0.8%
LFA
68
Level Financial Advisors
New York
$6.46K – – –
BCM
69
Blume Capital Management
California
$4.57K +$4.57K +150 New
ME
70
McIlrath & Eck
Washington
$3.93K +$3.93K +129 New
GJIA
71
Glass Jacobson Investment Advisors
Maryland
$3.05K +$3.05K +100 New
Dimensional Fund Advisors
72
Dimensional Fund Advisors
Texas
$1.52K +$1.52K +50,000 New
OMC
73
Old Mission Capital
Illinois
– -$4.6M -153,142 Closed
SSC
74
Syverson Strege & Co
Iowa
– -$37.7K -1,254 Closed
BAM
75
Belpointe Asset Management
Nevada
– -$1.05K -35 Closed
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