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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
FW
76
FirstPurpose Wealth
Utah
$339K +$333K +10,295 New
BPA
77
Beacon Pointe Advisors
California
$339K +$325K +10,059 New
CPCM
78
Cardinal Point Capital Management
Ontario, Canada
$333K +$320K +9,890 New
OCM
79
Orion Capital Management
California
$329K +$14.1K +435 +5%
AF
80
Advisornet Financial
Minnesota
$312K -$312K -9,655 -51%
KAS
81
Kestra Advisory Services
Texas
$308K -$89.6K -2,773 -23%
EFP
82
EnRich Financial Partners
Wisconsin
$308K +$8.96K +277 +3%
TWM
83
Tanager Wealth Management
United Kingdom
$293K +$8.21K +254 +3%
Mariner
84
Mariner
Kansas
$291K +$280K +8,654 New
CCMI
85
Creative Capital Management Investments
California
$287K +$218K +6,758 +385%
FRA
86
Frank Rimerman Advisors
California
$280K
BCA
87
Bay Colony Advisors
Massachusetts
$276K +$265K +8,186 New
HIC
88
Hartline Investment Corp
Illinois
$276K +$265K +8,186 New
Susquehanna International Group
89
Susquehanna International Group
Pennsylvania
$266K +$255K +7,898 New
MFA
90
Morling Financial Advisors
California
$264K +$25.1K +776 +11%
RCAG
91
Rehmann Capital Advisory Group
Michigan
$246K +$236K +7,308 New
RF
92
RHS Financial
California
$241K +$231K +7,153 New
MWA
93
Mills Wealth Advisors
Texas
$222K +$213K +6,596 New
ACC
94
Acorn Creek Capital
Colorado
$219K +$7.27K +225 +4%
RTL
95
Red Tortoise LLC
Georgia
$205K +$226 +7 +0.1%
GLLW
96
Graves Light Lenhart Wealth
Virginia
$202K +$194K +5,996 New
CPA
97
Cardiff Park Advisors
California
$145K +$10.2K +315 +8%
GWS
98
Glassman Wealth Services
Virginia
$134K +$20.7K +641 +19%
AF
99
Allworth Financial
California
$101K
TWD
100
True Wealth Design
Ohio
$98.1K +$6.04K +187 +7%

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.