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Dimensional International Sustainability Core 1 ETF
DFSI

Overview Fund Activity

118 hedge funds and large institutions have $260M invested in Dimensional International Sustainability Core 1 ETF in 2024 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 67 increasing their positions, 12 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
118
Holders Change
+15
Holders Change %
+14.56%
% 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
67
Reduced
12
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
$8.21M
2
AC
AWM Capital
Arizona
$16.7M
3
AP
Adero Partners
California
$14.9M
4
GC
Garde Capital
Washington
$1.87M
5
AC
Apella Capital
Connecticut
$2.39M

Top Sellers

1
AWM
AE Wealth Management
Kansas
$0
2
FTUS
Flow Traders U.S.
New York
$0
3
NCM
New Capital Management
Texas
$4.55M
4
Jane Street
Jane Street
New York
$1.97M
5
BAM
Belpointe Asset Management
Nevada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BPA
76
Beacon Pointe Advisors
California
$339K +$339K +10,059 New
CPCM
77
Cardinal Point Capital Management
Ontario, Canada
$333K +$333K +9,890 New
OCM
78
Orion Capital Management
California
$329K +$14.6K +435 +5%
AF
79
Advisornet Financial
Minnesota
$312K -$325K -9,655 -51%
KAS
80
Kestra Advisory Services
Texas
$308K -$93.4K -2,773 -23%
EFP
81
EnRich Financial Partners
Wisconsin
$308K +$9.33K +277 +3%
TWM
82
Tanager Wealth Management
United Kingdom
$293K +$8.55K +254 +3%
Mariner
83
Mariner
Kansas
$291K +$291K +8,654 New
CCMI
84
Creative Capital Management Investments
California
$287K +$228K +6,758 +385%
FRA
85
Frank Rimerman Advisors
California
$280K – – –
HIC
86
Hartline Investment Corp
Illinois
$276K +$276K +8,186 New
BCA
87
Bay Colony Advisors
Massachusetts
$276K +$276K +8,186 New
Susquehanna International Group
88
Susquehanna International Group
Pennsylvania
$266K +$266K +7,898 New
MFA
89
Morling Financial Advisors
California
$264K +$26.1K +776 +11%
RCAG
90
Rehmann Capital Advisory Group
Michigan
$246K +$246K +7,308 New
RF
91
RHS Financial
California
$241K +$241K +7,153 New
MWA
92
Mills Wealth Advisors
Texas
$222K +$222K +6,596 New
ACC
93
Acorn Creek Capital
Colorado
$219K +$7.58K +225 +4%
RTL
94
Red Tortoise LLC
Georgia
$205K +$236 +7 +0.1%
GLLW
95
Graves Light Lenhart Wealth
Virginia
$202K +$202K +5,996 New
CPA
96
Cardiff Park Advisors
California
$145K +$10.6K +315 +8%
GWS
97
Glassman Wealth Services
Virginia
$134K +$21.6K +641 +19%
AF
98
Allworth Financial
California
$101K – – –
TWD
99
True Wealth Design
Ohio
$98.1K +$6.3K +187 +7%
RLIM
100
Red Lighthouse Investment Management
New York
$96.9K – – –
2 3
4
5 6