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Dimensional International Sustainability Core 1 ETF
DFSI

Overview Fund Activity

126 hedge funds and large institutions have $278M 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, 22 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
126
Holders Change
+8
Holders Change %
+6.78%
% 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
22
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AC
AWM Capital
Arizona
$21.7M
2
Jane Street
Jane Street
New York
$5.52M
3
CPCM
Cardinal Point Capital Management
Ontario, Canada
$2.1M
4
AP
Adero Partners
California
$16.4M
5
FTUS
Flow Traders U.S.
New York
$1.76M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
$0
2
OMC
Old Mission Capital
Illinois
$0
3
NL
NWAM LLC
Washington
$0
4
HIC
Hartline Investment Corp
Illinois
$0
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MGWA
101
Monument Group Wealth Advisors
Massachusetts
$202K +$202K +6,135 New
CPA
102
Cardiff Park Advisors
California
$144K +$1.88K +57 +1%
Osaic Holdings
103
Osaic Holdings
Arizona
$139K +$139K +4,230 New
MFA
104
McClarren Financial Advisors
Pennsylvania
$121K +$121K +65 New
RLIM
105
Red Lighthouse Investment Management
New York
$100K +$5.34K +162 +6%
TWD
106
True Wealth Design
Ohio
$98K +$1.98K +60 +2%
GWS
107
Glassman Wealth Services
Virginia
$95.4K -$35.9K -1,089 -27%
CA
108
Clearstead Advisors
Ohio
$94.8K – – –
JPMorgan Chase & Co
109
JPMorgan Chase & Co
New York
$67.7K -$4.81K -146 -7%
BAM
110
Bellevue Asset Management
Washington
$65.9K +$65.9K +2,000 New
JWA
111
JFS Wealth Advisors
Pennsylvania
$62.4K -$4.94K -150 -7%
LI
112
LRI Investments
Florida
$50.3K – – –
CCA
113
Criterion Capital Advisors
Tennessee
$48.6K +$1.98K +60 +4%
CMBA
114
C.M. Bidwell & Associates
Hawaii
$42.8K – – –
TIM
115
Tortoise Investment Management
New York
$41.8K – – –
BAM
116
Belpointe Asset Management
Nevada
$36.2K +$36.2K +1,100 New
SRCM
117
Signature Resources Capital Management
California
$34.6K +$11.9K +362 +53%
CTWM
118
Cherry Tree Wealth Management
Minnesota
$23.5K – – –
GJIA
119
Glass Jacobson Investment Advisors
Maryland
$16.4K +$197 +6 +1%
EWP
120
Elevation Wealth Partners
California
$15.2K +$198 +6 +1%
BCM
121
Blume Capital Management
California
$4.94K – – –
ACA
122
Aptus Capital Advisors
Alabama
$4.71K -$4.61K -140 -49%
ME
123
McIlrath & Eck
Washington
$4.25K – – –
SIS
124
Strategic Investment Solutions
Illinois
$3.42K +$3.42K +100 New
AWM
125
Avior Wealth Management
Nebraska
$2.98K +$33 +1 +1%
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5
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