Dimensional International Sustainability Core 1 ETF
DFSI
86 hedge funds and large institutions have $186M invested in Dimensional International Sustainability Core 1 ETF in 2023 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 48 increasing their positions, 8 reducing their positions, and 1 closing their positions.
1,600% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 1
500% more repeat investments, than reductions
Existing positions increased: 48 | Existing positions reduced: 8
20% more funds holding in top 10
Funds holding in top 10: 5 → 6 (+1)
19% more funds holding
Funds holding: 72 → 86 (+14)
14% more capital invested
Capital invested by funds: $164M → $186M (+$22.4M)
3.85% less ownership
Funds ownership: 81.13% → 77.28% (-3.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AC
AWM Capital
Phoenix,
Arizona
|
+$10.2M |
| 2 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$3.63M |
| 3 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$2.59M |
| 4 |
FTUS
Flow Traders U.S.
New York
|
+$2.57M |
| 5 |
FFM
Forum Financial Management
Lombard,
Illinois
|
+$2.38M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Corient Private Wealth
Miami,
Florida
|
-$3.31M |
| 2 |
Jane Street
New York
|
-$3.21M |
| 3 |
NCM
Northland Capital Management
Virginia,
Minnesota
|
-$275K |
| 4 |
GWM
Grand Wealth Management
Grand Rapids,
Michigan
|
-$139K |
| 5 |
WA
Waverly Advisors
Birmingham,
Alabama
|
-$130K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CTWM
76
Cherry Tree Wealth Management
Minnetonka,
Minnesota
| $20.5K | – | – | – |
|
|
EWP
77
Elevation Wealth Partners
Santa Rosa,
California
| $13K | +$13.6K | +452 | New |
|
|
FFA
78
Farther Finance Advisors
San Francisco,
California
| $12.5K | +$13.1K | +436 | New |
|
|
FDCDDQ
79
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
| $9.81K | – | – | – |
|
|
TIM
80
Tortoise Investment Management
White Plains,
New York
| $9.76K | +$10.2K | +340 | New |
|
|
LFA
81
Level Financial Advisors
East Amherst,
New York
| $6.29K | +$211 | +7 | +3% |
|
|
BCM
82
Blume Capital Management
Berkeley,
California
| $4.31K | – | – | – |
|
|
ME
83
McIlrath & Eck
Arlington,
Washington
| $3.7K | – | – | – |
|
|
GJIA
84
Glass Jacobson Investment Advisors
Owings Mills,
Maryland
| $2.87K | – | – | – |
|
85
Bank of America
Charlotte,
North Carolina
| $746 | +$783 | +26 | New |
|
86
US Bancorp
Minneapolis,
Minnesota
| $459 | +$482 | +16 | New |
|
87
Dimensional Fund Advisors
Austin,
Texas
| – | -$1.52K | -50,000 | Closed |
|
DFSI Hedge Fund Activity: Q3 2023 in Review
86 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Dimensional International Sustainability Core 1 ETF (DFSI) for Q3 2023, worth a combined $186M — up 14% from $164M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new DFSI positions and 1 closed out — a net gain of 16 holders — while 48 added to existing stakes and 8 trimmed.
The largest buyer was AWM Capital, adding an estimated $10.2M. The largest seller was Corient Private Wealth, cutting an estimated $3.31M.
- 86 institutional investors held Dimensional International Sustainability Core 1 ETF (DFSI) as of Q3 2023, up from 72 in Q2 2023.
- Funds reported $186M of Dimensional International Sustainability Core 1 ETF stock for Q3 2023, up 14% quarter-over-quarter.
- 17 funds opened new Dimensional International Sustainability Core 1 ETF positions in Q3 2023 and 1 closed out, a net change of +16 holders.
- The largest Dimensional International Sustainability Core 1 ETF buyer in Q3 2023 was AWM Capital, an estimated $10.2M added.
- The largest Dimensional International Sustainability Core 1 ETF seller in Q3 2023 was Corient Private Wealth, an estimated $3.31M sold.
Based on aggregated 13F filings for Q3 2023.