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DFSI

Dimensional International Sustainability Core 1 ETF

127 hedge funds and large institutions have $279M invested in Dimensional International Sustainability Core 1 ETF in 2024 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 68 increasing their positions, 23 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

196% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 23

113% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 8

7% more funds holding

Funds holding: 119127 (+8)

7% more capital invested

Capital invested by funds: $262M → $279M (+$17.3M)

1.35% more ownership

Funds ownership: 64.22%65.57% (+1.4%)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

Holders
127
Holders Change
+8
Holders Change %
+6.72%
% of All Funds
1.83%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
17
Increased
68
Reduced
23
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DPW
51
DiNuzzo Private Wealth
Pennsylvania
$953K -$27.4K -821 -3%
BSW
52
Buckingham Strategic Wealth
Missouri
$865K +$41K +1,231 +5%
CFA
53
Cahill Financial Advisors
Minnesota
$833K +$9.89K +297 +1%
SRWM
54
Shira Ridge Wealth Management
California
$808K +$9.99K +300 +1%
HNWA
55
Henrickson Nauta Wealth Advisors
Michigan
$734K +$39.8K +1,195 +6%
SDWIA
56
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$611K -$23.9K -716 -4%
LPL Financial
57
LPL Financial
California
$604K +$611K +18,337 New
APC
58
Asset Planning Corporation
Tennessee
$598K +$104K +3,111 +21%
MWM
59
Modera Wealth Management
New Jersey
$591K -$92.7K -2,782 -13%
CPIG
60
Chicago Partners Investment Group
Illinois
$586K +$125K +3,748 +27%
CCM
61
Carlson Capital Management
Minnesota
$585K +$25.5K +765 +5%
CI
62
Cordant Inc
Oregon
$580K +$15.3K +460 +3%
KAS
63
Kestra Advisory Services
Texas
$577K +$279K +8,364 +91%
ASI
64
Advisory Services & Investments
Oregon
$536K -$11.9K -356 -2%
GWM
65
Grand Wealth Management
Michigan
$521K -$26.8K -805 -5%
WWP
66
Walden Wealth Partners
Ohio
$496K
LFA
67
Level Financial Advisors
New York
$488K +$122K +3,676 +33%
PAG
68
Private Advisor Group
New Jersey
$464K +$68.2K +2,046 +17%
WA
69
Waverly Advisors
Alabama
$459K
NRWA
70
North Ridge Wealth Advisors
Oregon
$440K -$19.6K -589 -4%
PCM
71
Passive Capital Management
Maryland
$432K
Betterment LLC
72
Betterment LLC
New York
$409K +$413K +12,411 New
TWA
73
TCI Wealth Advisors
Arizona
$407K +$40.7K +1,222 +11%
IAG
74
Investment Advisory Group
Massachusetts
$404K
HighTower Advisors
75
HighTower Advisors
Illinois
$389K +$15.5K +464 +4%

DFSI Hedge Fund Activity: Q2 2024 in Review

127 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Dimensional International Sustainability Core 1 ETF (DFSI) for Q2 2024, worth a combined $279M — up 6.6% from $262M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new DFSI positions and 8 closed out — a net gain of 9 holders — while 68 added to existing stakes and 23 trimmed.

The largest buyer was AWM Capital, adding an estimated $5.43M. The largest seller was Citadel Advisors, exiting entirely with an estimated $8.21M sold.

  • 127 institutional investors held Dimensional International Sustainability Core 1 ETF (DFSI) as of Q2 2024, up from 119 in Q1 2024.
  • Funds reported $279M of Dimensional International Sustainability Core 1 ETF stock for Q2 2024, up 6.6% quarter-over-quarter.
  • 17 funds opened new Dimensional International Sustainability Core 1 ETF positions in Q2 2024 and 8 closed out, a net change of +9 holders.
  • The largest Dimensional International Sustainability Core 1 ETF buyer in Q2 2024 was AWM Capital, an estimated $5.43M added.
  • The largest Dimensional International Sustainability Core 1 ETF seller in Q2 2024 was Citadel Advisors, an estimated $8.21M sold.

Based on aggregated 13F filings for Q2 2024.