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DFSI

Dimensional International Sustainability Core 1 ETF

141 hedge funds and large institutions have $330M invested in Dimensional International Sustainability Core 1 ETF in 2024 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 84 increasing their positions, 16 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

567% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 3

425% more repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 16

18% more capital invested

Capital invested by funds: $279M → $330M (+$51.3M)

11% more funds holding

Funds holding: 127141 (+14)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

3.92% less ownership

Funds ownership: 65.57%61.65% (-3.9%)

Holders
141
Holders Change
+14
Holders Change %
+11.02%
% of All Funds
2.02%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
20
Increased
84
Reduced
16
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PAG
76
Private Advisor Group
New Jersey
$533K +$28.4K +829 +6%
FFG
77
Fiduciary Financial Group
California
$490K +$172K +5,029 +56%
PCM
78
Passive Capital Management
Maryland
$468K
WA
79
Waverly Advisors
Alabama
$462K -$34.2K -1,000 -7%
EFN
80
Equita Financial Network
Pennsylvania
$446K +$426K +12,468 New
IAG
81
Investment Advisory Group
Massachusetts
$439K
HighTower Advisors
82
HighTower Advisors
Illinois
$420K +$308 +9 +0.1%
GWA
83
Geometric Wealth Advisors
District of Columbia
$406K +$388K +11,352 New
KP
84
Keel Point
Alabama
$400K
Millennium Management
85
Millennium Management
New York
$399K +$382K +11,161 New
W
86
WPWealth
Texas
$396K +$379K +11,077 New
FCG
87
Financial Connections Group
California
$374K +$3.42K +100 +1%
TWM
88
Tanager Wealth Management
United Kingdom
$372K +$45.3K +1,323 +15%
BPA
89
Beacon Pointe Advisors
California
$359K
PWA
90
Physician Wealth Advisors
Utah
$357K -$13K -380 -4%
Mariner
91
Mariner
Kansas
$342K +$30.9K +904 +10%
EFP
92
EnRich Financial Partners
Wisconsin
$337K +$16.7K +489 +5%
DWA
93
Delap Wealth Advisory
Oregon
$327K +$313K +9,145 New
AF
94
Advisornet Financial
Minnesota
$326K +$137 +4 +0%
AFG
95
Altiora Financial Group
Ohio
$325K
DWM
96
Diversify Wealth Management
Utah
$322K -$28.6K -835 -8%
MWM
97
Meritas Wealth Management
California
$320K +$306K +8,958 New
Osaic Holdings
98
Osaic Holdings
Arizona
$301K +$143K +4,191 +99%
FRA
99
Frank Rimerman Advisors
California
$297K
BCA
100
Bay Colony Advisors
Massachusetts
$288K -$4.65K -136 -2%

DFSI Hedge Fund Activity: Q3 2024 in Review

141 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Dimensional International Sustainability Core 1 ETF (DFSI) for Q3 2024, worth a combined $330M — up 18% from $279M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new DFSI positions and 3 closed out — a net gain of 17 holders — while 84 added to existing stakes and 16 trimmed.

The largest buyer was AWM Capital, adding an estimated $8.42M. The largest seller was Elser Financial Planning, exiting entirely with an estimated $5.65M sold.

  • 141 institutional investors held Dimensional International Sustainability Core 1 ETF (DFSI) as of Q3 2024, up from 127 in Q2 2024.
  • Funds reported $330M of Dimensional International Sustainability Core 1 ETF stock for Q3 2024, up 18% quarter-over-quarter.
  • 20 funds opened new Dimensional International Sustainability Core 1 ETF positions in Q3 2024 and 3 closed out, a net change of +17 holders.
  • The largest Dimensional International Sustainability Core 1 ETF buyer in Q3 2024 was AWM Capital, an estimated $8.42M added.
  • The largest Dimensional International Sustainability Core 1 ETF seller in Q3 2024 was Elser Financial Planning, an estimated $5.65M sold.

Based on aggregated 13F filings for Q3 2024.