We are live on ! Find out more
DFSI

Dimensional International Sustainability Core 1 ETF
DFSI

104 hedge funds and large institutions have $230M invested in Dimensional International Sustainability Core 1 ETF in 2023 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 51 increasing their positions, 14 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

380% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 5

264% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 14

23% more capital invested

Capital invested by funds: $186M → $230M (+$43.5M)

21% more funds holding

Funds holding: 86 → 104 (+18)

0.87% less ownership

Funds ownership: 77.28% → 76.4% (-0.87%)

17% less funds holding in top 10

Funds holding in top 10: 6 → 5 (-1)

Holders
104
Holders Change
+18
Holders Change %
+20.93%
% of All Funds
1.52%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
24
Increased
51
Reduced
14
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Corient Private Wealth
Corient Private Wealth
Florida
+$3.57M
2
FFM
Forum Financial Management
Illinois
+$3.4M
3
NCM
New Capital Management
Texas
+$2.56M
4
FF
Francis Financial
+$2.08M
5
PCI
Planning Center Inc
Illinois
+$1.61M

Top Sellers

Rank Fund Capital Flow
1
AC
AWM Capital
Arizona
-$8.29M
2
Jane Street
Jane Street
New York
-$6.73M
3
Citadel Advisors
Citadel Advisors
Florida
-$1.64M
4
TWA
Trellis Wealth Advisors
California
-$1.07M
5
FTUS
Flow Traders U.S.
New York
-$512K
Name Holding Trade Value Shares
Change 		Change in
Stake
MFA
76
Morling Financial Advisors
California
$227K +$209K +7,075 New
ACC
77
Acorn Creek Capital
Colorado
$201K +$185K +6,282 New
RTL
78
Red Tortoise LLC
Georgia
$194K +$885 +30 +0.5%
FCG
79
Financial Connections Group
California
$173K +$12.6K +426 +9%
CPA
80
Cardiff Park Advisors
California
$128K +$560 +19 +0.5%
MFA
81
McClarren Financial Advisors
Pennsylvania
$115K -$26.3K -892 -20%
GWS
82
Glassman Wealth Services
Virginia
$107K +$7.82K +265 +9%
AF
83
Allworth Financial
California
$96.1K – – –
RLIM
84
Red Lighthouse Investment Management
New York
$92.2K – – –
TWD
85
True Wealth Design
Ohio
$87.4K +$80.4K +2,727 New
EWA
86
Elevate Wealth Advisory
Georgia
$76.8K +$70.8K +2,399 New
JWA
87
JFS Wealth Advisors
Pennsylvania
$65.5K – – –
CCMI
88
Creative Capital Management Investments
California
$56.2K +$8.46K +287 +20%
AFS
89
Annapolis Financial Services
Maryland
$46K +$5.78K +196 +16%
CTWM
90
Cherry Tree Wealth Management
Minnesota
$22.8K – – –
SRCM
91
Signature Resources Capital Management
California
$22K +$20.3K +687 New
CCA
92
Criterion Capital Advisors
Tennessee
$20K +$18.4K +623 New
FDCDDQ
93
Federation des caisses Desjardins du Quebec
Quebec, Canada
$17.3K +$6.34K +215 +59%
LFA
94
Level Financial Advisors
New York
$16.4K +$8.67K +294 +134%
FFA
95
Farther Finance Advisors
California
$14K – – –
EWP
96
Elevation Wealth Partners
California
$13K – – –
MFG
97
Mendota Financial Group
Wisconsin
$12.6K +$11.6K +394 New
JP Morgan Chase
98
JP Morgan Chase
New York
$11.6K -$59K -1,999 -85%
TIM
99
Tortoise Investment Management
New York
$10.9K – – –
BCM
100
Blume Capital Management
California
$4.8K – – –
1 2 3
4
5

DFSI Hedge Fund Activity: Q4 2023 in Review

104 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Dimensional International Sustainability Core 1 ETF (DFSI) for Q4 2023, worth a combined $230M — up 23% from $186M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new DFSI positions and 5 closed out — a net gain of 19 holders — while 51 added to existing stakes and 14 trimmed.

The largest buyer was Corient Private Wealth, adding an estimated $3.57M. The largest seller was AWM Capital, cutting an estimated $8.29M.

  • 104 institutional investors held Dimensional International Sustainability Core 1 ETF (DFSI) as of Q4 2023, up from 86 in Q3 2023.
  • Funds reported $230M of Dimensional International Sustainability Core 1 ETF stock for Q4 2023, up 23% quarter-over-quarter.
  • 24 funds opened new Dimensional International Sustainability Core 1 ETF positions in Q4 2023 and 5 closed out, a net change of +19 holders.
  • The largest Dimensional International Sustainability Core 1 ETF buyer in Q4 2023 was Corient Private Wealth, an estimated $3.57M added.
  • The largest Dimensional International Sustainability Core 1 ETF seller in Q4 2023 was AWM Capital, an estimated $8.29M sold.

Based on aggregated 13F filings for Q4 2023.