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DFSI

Dimensional International Sustainability Core 1 ETF

119 hedge funds and large institutions have $262M invested in Dimensional International Sustainability Core 1 ETF in 2024 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 68 increasing their positions, 12 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

467% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 12

188% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 8

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

14% more funds holding

Funds holding: 104119 (+15)

14% more capital invested

Capital invested by funds: $230M → $262M (+$31.7M)

12.19% less ownership

Funds ownership: 76.4%64.22% (-12%)

Holders
119
Holders Change
+15
Holders Change %
+14.42%
% 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
68
Reduced
12
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CFA
51
Cahill Financial Advisors
Minnesota
$842K +$295K +9,137 +58%
WA
52
Wealth Architects
California
$830K +$26.7K +827 +3%
SRWM
53
Shira Ridge Wealth Management
California
$816K +$19.4K +600 +3%
MWM
54
Modera Wealth Management
New Jersey
$697K +$14.6K +453 +2%
HNWA
55
Henrickson Nauta Wealth Advisors
Michigan
$695K +$8.31K +257 +1%
WWP
56
Waypoint Wealth Partners
California
$681K +$177K +5,485 +37%
SDWIA
57
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$649K +$74.1K +2,292 +13%
CI
58
Cordant Inc
Oregon
$577K +$114K +3,527 +26%
CCM
59
Carlson Capital Management
Minnesota
$572K -$15.6K -482 -3%
ASI
60
Advisory Services & Investments
Oregon
$560K +$538K +16,632 New
GWM
61
Grand Wealth Management
Michigan
$559K -$35.9K -1,110 -6%
APC
62
Asset Planning Corporation
Tennessee
$506K +$486K +15,040 New
WWP
63
Walden Wealth Partners
Ohio
$499K
NRWA
64
North Ridge Wealth Advisors
Oregon
$470K +$1.29K +40 +0.3%
WA
65
Waverly Advisors
Alabama
$469K -$59.1K -1,829 -12%
CPIG
66
Chicago Partners Investment Group
Illinois
$447K -$7.24K -224 -2%
PCM
67
Passive Capital Management
Maryland
$441K
IAG
68
Investment Advisory Group
Massachusetts
$413K
PAG
69
Private Advisor Group
New Jersey
$405K +$389K +12,032 New
HighTower Advisors
70
HighTower Advisors
Illinois
$382K +$162 +5 +0%
TWA
71
TCI Wealth Advisors
Arizona
$375K +$49.2K +1,521 +16%
LFA
72
Level Financial Advisors
New York
$375K +$343K +10,616 +2,069%
LAM
73
LifePro Asset Management
California
$370K +$355K +10,983 New
PWA
74
Physician Wealth Advisors
Utah
$357K +$359K +11,120 New
FCG
75
Financial Connections Group
California
$350K +$161K +4,967 +92%

DFSI Hedge Fund Activity: Q1 2024 in Review

119 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Dimensional International Sustainability Core 1 ETF (DFSI) for Q1 2024, worth a combined $262M — up 14% from $230M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new DFSI positions and 8 closed out — a net gain of 15 holders — while 68 added to existing stakes and 12 trimmed.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $7.89M. The largest seller was AE Wealth Management, exiting entirely with an estimated $13M sold.

  • 119 institutional investors held Dimensional International Sustainability Core 1 ETF (DFSI) as of Q1 2024, up from 104 in Q4 2023.
  • Funds reported $262M of Dimensional International Sustainability Core 1 ETF stock for Q1 2024, up 14% quarter-over-quarter.
  • 23 funds opened new Dimensional International Sustainability Core 1 ETF positions in Q1 2024 and 8 closed out, a net change of +15 holders.
  • The largest Dimensional International Sustainability Core 1 ETF buyer in Q1 2024 was Citadel Advisors, an estimated $7.89M added.
  • The largest Dimensional International Sustainability Core 1 ETF seller in Q1 2024 was AE Wealth Management, an estimated $13M sold.

Based on aggregated 13F filings for Q1 2024.