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DFSI

Dimensional International Sustainability Core 1 ETF

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

850% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 4

467% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 3

30% more capital invested

Capital invested by funds: $126M → $164M (+$38.2M)

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

18% more funds holding

Funds holding: 6172 (+11)

7.68% more ownership

Funds ownership: 73.45%81.13% (+7.7%)

Holders
72
Holders Change
+11
Holders Change %
+18.03%
% of All Funds
1.13%
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
Name Holding Trade Value Shares
Change
Change in
Stake
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%
JP Morgan Chase
55
JP Morgan Chase
New York
$94.2K +$44.1K +1,448 +88%
AF
56
Allworth Financial
California
$91.3K
MFA
57
McClarren Financial Advisors
Pennsylvania
$81K +$822 +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 +$11.1K +365 New
FCG
67
Financial Connections Group
California
$7K +$61 +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
$3.04K +$3.04K +100 New
Dimensional Fund Advisors
72
Dimensional Fund Advisors
Texas
$1.52K +$1.52M +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

DFSI Hedge Fund Activity: Q2 2023 in Review

72 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Dimensional International Sustainability Core 1 ETF (DFSI) for Q2 2023, worth a combined $164M — up 30% from $126M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new DFSI positions and 3 closed out — a net gain of 14 holders — while 38 added to existing stakes and 4 trimmed.

The largest buyer was Jane Street, adding an estimated $8.09M. The largest seller was Old Mission Capital, exiting entirely with an estimated $4.6M sold.

  • 72 institutional investors held Dimensional International Sustainability Core 1 ETF (DFSI) as of Q2 2023, up from 61 in Q1 2023.
  • Funds reported $164M of Dimensional International Sustainability Core 1 ETF stock for Q2 2023, up 30% quarter-over-quarter.
  • 17 funds opened new Dimensional International Sustainability Core 1 ETF positions in Q2 2023 and 3 closed out, a net change of +14 holders.
  • The largest Dimensional International Sustainability Core 1 ETF buyer in Q2 2023 was Jane Street, an estimated $8.09M added.
  • The largest Dimensional International Sustainability Core 1 ETF seller in Q2 2023 was Old Mission Capital, an estimated $4.6M sold.

Based on aggregated 13F filings for Q2 2023.