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Dimensional International Sustainability Core 1 ETF
DFSI

Overview Fund Activity

140 hedge funds and large institutions have $329M invested in Dimensional International Sustainability Core 1 ETF in 2024 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 83 increasing their positions, 16 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
140
Holders Change
+14
Holders Change %
+11.11%
% of All Funds
2.03%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
20
Increased
83
Reduced
16
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AC
1
AWM Capital
Arizona
$32.4M
2
WANY
2
Wealthspire Advisors (New York)
New York
$3.47M
3
FF
3
Francis Financial
$20.8M
4
Pathstone Holdings
4
Pathstone Holdings
New Jersey
$6.75M
5
QFA
5
Quantum Financial Advisors
California
$33.8M

Top Sellers

1
EFP
1
Elser Financial Planning
Indiana
$0
2
Jane Street
2
Jane Street
New York
$3.27M
3
FTUS
3
Flow Traders U.S.
New York
$1.26M
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$0
5
RS
5
Retirement Solution
Washington
$14.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
FFG
76
Fiduciary Financial Group
California
$490K +$176K +5,029 +56%
PCM
77
Passive Capital Management
Maryland
$468K – – –
WA
78
Waverly Advisors
Alabama
$462K -$35.7K -1,000 -7%
EFN
79
Equita Financial Network
Pennsylvania
$446K +$446K +12,468 New
IAG
80
Investment Advisory Group
Massachusetts
$439K – – –
HighTower Advisors
81
HighTower Advisors
Illinois
$420K +$320 +9 +0.1%
GWA
82
Geometric Wealth Advisors
District of Columbia
$406K +$406K +11,352 New
KP
83
Keel Point
Alabama
$400K – – –
Millennium Management
84
Millennium Management
New York
$399K +$399K +11,161 New
W
85
WPWealth
Texas
$396K +$396K +11,077 New
FCG
86
Financial Connections Group
California
$374K +$3.57K +100 +1%
TWM
87
Tanager Wealth Management
United Kingdom
$372K +$47.3K +1,323 +15%
BPA
88
Beacon Pointe Advisors
California
$359K – – –
PWA
89
Physician Wealth Advisors
Utah
$357K -$13.2K -380 -4%
Mariner
90
Mariner
Kansas
$342K +$32.3K +904 +10%
EFP
91
EnRich Financial Partners
Wisconsin
$337K +$17.5K +489 +5%
DWA
92
Delap Wealth Advisory
Oregon
$327K +$327K +9,145 New
AF
93
Advisornet Financial
Minnesota
$326K +$143 +4 +0%
AFG
94
Altiora Financial Group
Ohio
$325K – – –
DWM
95
Diversify Wealth Management
Utah
$322K -$28.7K -835 -8%
MWM
96
Meritas Wealth Management
California
$320K +$320K +8,958 New
Osaic Holdings
97
Osaic Holdings
Arizona
$301K +$150K +4,191 +99%
FRA
98
Frank Rimerman Advisors
California
$297K – – –
BCA
99
Bay Colony Advisors
Massachusetts
$288K -$4.86K -136 -2%
RCAG
100
Rehmann Capital Advisory Group
Michigan
$279K +$17.9K +500 +7%
2 3
4
5 6