We are live on ! Find out more
DFSI

Dimensional International Sustainability Core 1 ETF

141 hedge funds and large institutions have $330M invested in Dimensional International Sustainability Core 1 ETF in 2024 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 84 increasing their positions, 16 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

567% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 3

425% more repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 16

18% more capital invested

Capital invested by funds: $279M → $330M (+$51.3M)

11% more funds holding

Funds holding: 127141 (+14)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

3.92% less ownership

Funds ownership: 65.57%61.65% (-3.9%)

Holders
141
Holders Change
+14
Holders Change %
+11.02%
% of All Funds
2.02%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
20
Increased
84
Reduced
16
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MGW
51
MB Generational Wealth
Washington
$1.24M +$20.9K +612 +2%
CW
52
Cook Wealth
North Carolina
$1.1M -$55.3K -1,618 -5%
DPW
53
DiNuzzo Private Wealth
Pennsylvania
$1.05M +$12.9K +377 +1%
Focus Partners Wealth
54
Focus Partners Wealth
Massachusetts
$938K +$898K +26,252 New
CFA
55
Cahill Financial Advisors
Minnesota
$906K +$1.74K +51 +0.2%
Susquehanna International Group
56
Susquehanna International Group
Pennsylvania
$891K +$852K +24,921 New
SRWM
57
Shira Ridge Wealth Management
California
$877K
KAS
58
Kestra Advisory Services
Texas
$865K +$229K +6,681 +38%
HNWA
59
Henrickson Nauta Wealth Advisors
Michigan
$856K +$57.2K +1,672 +8%
CCM
60
Carlson Capital Management
Minnesota
$819K +$177K +5,186 +29%
SDWIA
61
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$775K +$107K +3,138 +17%
APC
62
Asset Planning Corporation
Tennessee
$758K +$105K +3,057 +17%
TWA
63
TCI Wealth Advisors
Arizona
$737K +$283K +8,273 +67%
FFA
64
Farther Finance Advisors
California
$733K +$699K +20,447 +26,904%
Betterment LLC
65
Betterment LLC
New York
$707K +$252K +7,365 +59%
LPL Financial
66
LPL Financial
California
$665K +$8.93K +261 +1%
LAM
67
LifePro Asset Management
California
$657K +$242K +7,063 +62%
MWM
68
Modera Wealth Management
New Jersey
$644K +$3.15K +92 +0.5%
CI
69
Cordant Inc
Oregon
$638K +$8K +234 +1%
CPIG
70
Chicago Partners Investment Group
Illinois
$633K +$35K +1,024 +6%
ASI
71
Advisory Services & Investments
Oregon
$583K +$992 +29 +0.2%
NRWA
72
North Ridge Wealth Advisors
Oregon
$574K +$92.6K +2,706 +20%
CCMI
73
Creative Capital Management Investments
California
$571K +$256K +7,473 +88%
LFA
74
Level Financial Advisors
New York
$561K +$30.9K +904 +6%
GWM
75
Grand Wealth Management
Michigan
$541K -$23.1K -674 -4%

DFSI Hedge Fund Activity: Q3 2024 in Review

141 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Dimensional International Sustainability Core 1 ETF (DFSI) for Q3 2024, worth a combined $330M — up 18% from $279M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new DFSI positions and 3 closed out — a net gain of 17 holders — while 84 added to existing stakes and 16 trimmed.

The largest buyer was AWM Capital, adding an estimated $8.42M. The largest seller was Elser Financial Planning, exiting entirely with an estimated $5.65M sold.

  • 141 institutional investors held Dimensional International Sustainability Core 1 ETF (DFSI) as of Q3 2024, up from 127 in Q2 2024.
  • Funds reported $330M of Dimensional International Sustainability Core 1 ETF stock for Q3 2024, up 18% quarter-over-quarter.
  • 20 funds opened new Dimensional International Sustainability Core 1 ETF positions in Q3 2024 and 3 closed out, a net change of +17 holders.
  • The largest Dimensional International Sustainability Core 1 ETF buyer in Q3 2024 was AWM Capital, an estimated $8.42M added.
  • The largest Dimensional International Sustainability Core 1 ETF seller in Q3 2024 was Elser Financial Planning, an estimated $5.65M sold.

Based on aggregated 13F filings for Q3 2024.