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DFSI

Dimensional International Sustainability Core 1 ETF
DFSI

127 hedge funds and large institutions have $279M invested in Dimensional International Sustainability Core 1 ETF in 2024 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 68 increasing their positions, 23 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

196% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 23

113% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 8

7% more funds holding

Funds holding: 119 → 127 (+8)

7% more capital invested

Capital invested by funds: $262M → $279M (+$17.3M)

1.35% more ownership

Funds ownership: 64.22% → 65.57% (+1.4%)

0% more funds holding in top 10

Funds holding in top 10: 6 → 6 (0)

Holders
127
Holders Change
+8
Holders Change %
+6.72%
% of All Funds
1.83%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
17
Increased
68
Reduced
23
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AC
AWM Capital
Arizona
+$5.43M
2
Jane Street
Jane Street
New York
+$3.63M
3
CPCM
Cardinal Point Capital Management
Ontario, Canada
+$1.79M
4
AP
Adero Partners
California
+$1.78M
5
FTUS
Flow Traders U.S.
New York
+$1.77M

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$8.21M
2
OMC
Old Mission Capital
Illinois
-$6.96M
3
NL
NWAM LLC
Washington
-$1.42M
4
HIC
Hartline Investment Corp
Illinois
-$276K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$266K
Name Holding Trade Value Shares
Change 		Change in
Stake
KP
76
Keel Point
Alabama
$375K +$373K +11,203 New
LAM
77
LifePro Asset Management
California
$373K +$11.2K +336 +3%
PWA
78
Physician Wealth Advisors
Utah
$365K -$16K -480 -4%
FCG
79
Financial Connections Group
California
$341K +$67 +2 +0%
BPA
80
Beacon Pointe Advisors
California
$331K – – –
DWM
81
Diversify Wealth Management
Utah
$326K +$340K +10,199 New
FFG
82
Fiduciary Financial Group
California
$310K +$300K +9,011 New
AF
83
Advisornet Financial
Minnesota
$301K -$4.86K -146 -2%
PFA
84
Pure Financial Advisors
California
$300K +$303K +9,103 New
AFG
85
Altiora Financial Group
Ohio
$300K +$303K +9,100 New
TWM
86
Tanager Wealth Management
United Kingdom
$299K +$12.2K +367 +4%
EFP
87
EnRich Financial Partners
Wisconsin
$294K -$7.7K -231 -3%
Mariner
88
Mariner
Kansas
$285K – – –
CCMI
89
Creative Capital Management Investments
California
$280K – – –
FRA
90
Frank Rimerman Advisors
California
$274K – – –
BCA
91
Bay Colony Advisors
Massachusetts
$270K – – –
MFA
92
Morling Financial Advisors
California
$267K +$8.39K +252 +3%
Bank of Montreal
93
Bank of Montreal
Ontario, Canada
$260K +$276K +8,281 New
OCM
94
Orion Capital Management
California
$250K -$72.6K -2,180 -22%
RCAG
95
Rehmann Capital Advisory Group
Michigan
$241K – – –
AF
96
Allworth Financial
California
$239K +$137K +4,109 +137%
MWA
97
Mills Wealth Advisors
Texas
$218K +$500 +15 +0.2%
ACC
98
Acorn Creek Capital
Colorado
$218K +$3.4K +102 +2%
FWP
99
Family Wealth Partners
North Carolina
$213K +$215K +6,453 New
RF
100
RHS Financial
California
$206K -$29.6K -888 -12%
2 3
4
5 6

DFSI Hedge Fund Activity: Q2 2024 in Review

127 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Dimensional International Sustainability Core 1 ETF (DFSI) for Q2 2024, worth a combined $279M — up 6.6% from $262M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new DFSI positions and 8 closed out — a net gain of 9 holders — while 68 added to existing stakes and 23 trimmed.

The largest buyer was AWM Capital, adding an estimated $5.43M. The largest seller was Citadel Advisors, exiting entirely with an estimated $8.21M sold.

  • 127 institutional investors held Dimensional International Sustainability Core 1 ETF (DFSI) as of Q2 2024, up from 119 in Q1 2024.
  • Funds reported $279M of Dimensional International Sustainability Core 1 ETF stock for Q2 2024, up 6.6% quarter-over-quarter.
  • 17 funds opened new Dimensional International Sustainability Core 1 ETF positions in Q2 2024 and 8 closed out, a net change of +9 holders.
  • The largest Dimensional International Sustainability Core 1 ETF buyer in Q2 2024 was AWM Capital, an estimated $5.43M added.
  • The largest Dimensional International Sustainability Core 1 ETF seller in Q2 2024 was Citadel Advisors, an estimated $8.21M sold.

Based on aggregated 13F filings for Q2 2024.