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Dimensional International Sustainability Core 1 ETF
DFSI

Overview Fund Activity

118 hedge funds and large institutions have $260M invested in Dimensional International Sustainability Core 1 ETF in 2024 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 67 increasing their positions, 12 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
118
Holders Change
+15
Holders Change %
+14.56%
% of All Funds
1.71%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
23
Increased
67
Reduced
12
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
$8.21M
2
AC
AWM Capital
Arizona
$16.7M
3
AP
Adero Partners
California
$14.9M
4
GC
Garde Capital
Washington
$1.87M
5
AC
Apella Capital
Connecticut
$2.39M

Top Sellers

1
AWM
AE Wealth Management
Kansas
$0
2
FTUS
Flow Traders U.S.
New York
$0
3
NCM
New Capital Management
Texas
$4.55M
4
Jane Street
Jane Street
New York
$1.97M
5
BAM
Belpointe Asset Management
Nevada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
WA
51
Wealth Architects
California
$830K +$27.8K +827 +3%
SRWM
52
Shira Ridge Wealth Management
California
$816K +$20.2K +600 +3%
MWM
53
Modera Wealth Management
New Jersey
$697K +$15.3K +453 +2%
HNWA
54
Henrickson Nauta Wealth Advisors
Michigan
$695K +$8.47K +257 +1%
WWP
55
Waypoint Wealth Partners
California
$681K +$185K +5,485 +37%
SDWIA
56
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$649K +$77.2K +2,292 +13%
CI
57
Cordant Inc
Oregon
$577K +$119K +3,527 +26%
CCM
58
Carlson Capital Management
Minnesota
$572K -$16.2K -482 -3%
ASI
59
Advisory Services & Investments
Oregon
$560K +$560K +16,632 New
GWM
60
Grand Wealth Management
Michigan
$559K -$37.4K -1,110 -6%
APC
61
Asset Planning Corporation
Tennessee
$506K +$506K +15,040 New
WWP
62
Walden Wealth Partners
Ohio
$499K – – –
NRWA
63
North Ridge Wealth Advisors
Oregon
$470K +$1.35K +40 +0.3%
WA
64
Waverly Advisors
Alabama
$469K -$61.6K -1,829 -12%
CPIG
65
Chicago Partners Investment Group
Illinois
$447K -$7.34K -224 -2%
PCM
66
Passive Capital Management
Maryland
$441K – – –
IAG
67
Investment Advisory Group
Massachusetts
$413K – – –
PAG
68
Private Advisor Group
New Jersey
$405K +$405K +12,032 New
HighTower Advisors
69
HighTower Advisors
Illinois
$382K +$169 +5 +0%
TWA
70
TCI Wealth Advisors
Arizona
$375K +$51.2K +1,521 +16%
LFA
71
Level Financial Advisors
New York
$375K +$357K +10,616 +2,069%
LAM
72
LifePro Asset Management
California
$370K +$370K +10,983 New
PWA
73
Physician Wealth Advisors
Utah
$357K +$357K +11,120 New
FCG
74
Financial Connections Group
California
$350K +$168K +4,967 +92%
FW
75
FirstPurpose Wealth
Utah
$339K +$339K +10,295 New
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