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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
RTL
101
Red Tortoise LLC
Georgia
$203K +$2.63K +79 +1%
MGWA
102
Monument Group Wealth Advisors
Massachusetts
$202K +$204K +6,135 New
CPA
103
Cardiff Park Advisors
California
$144K +$1.9K +57 +1%
Osaic Holdings
104
Osaic Holdings
Arizona
$139K +$141K +4,230 New
MFA
105
McClarren Financial Advisors
Pennsylvania
$121K +$2.17K +65 New
RLIM
106
Red Lighthouse Investment Management
New York
$100K +$5.4K +162 +6%
TWD
107
True Wealth Design
Ohio
$98K +$2K +60 +2%
GWS
108
Glassman Wealth Services
Virginia
$95.4K -$36.3K -1,089 -27%
CA
109
Clearstead Advisors
Ohio
$94.8K – – –
JP Morgan Chase
110
JP Morgan Chase
New York
$67.7K -$4.86K -146 -7%
BAM
111
Bellevue Asset Management
Washington
$65.9K +$66.6K +2,000 New
JWA
112
JFS Wealth Advisors
Pennsylvania
$62.4K -$5K -150 -7%
LI
113
LRI Investments
Florida
$50.3K – – –
CCA
114
Criterion Capital Advisors
Tennessee
$48.6K +$2K +60 +4%
CMBA
115
C.M. Bidwell & Associates
Hawaii
$42.8K – – –
TIM
116
Tortoise Investment Management
New York
$41.8K – – –
BAM
117
Belpointe Asset Management
Nevada
$36.2K +$36.6K +1,100 New
SRCM
118
Signature Resources Capital Management
California
$34.6K +$12.1K +362 +53%
CTWM
119
Cherry Tree Wealth Management
Minnesota
$23.5K – – –
GJIA
120
Glass Jacobson Investment Advisors
Maryland
$16.4K +$200 +6 +1%
EWP
121
Elevation Wealth Partners
California
$15.2K +$200 +6 +1%
BCM
122
Blume Capital Management
California
$4.94K – – –
ACA
123
Aptus Capital Advisors
Alabama
$4.71K -$4.66K -140 -49%
ME
124
McIlrath & Eck
Washington
$4.25K – – –
SIS
125
Strategic Investment Solutions
Illinois
$3.42K +$3.33K +100 New
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.