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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 %
VBA
101
von Borstel & Associates
Oregon
$275K +$275K +7,721 New
OCM
102
Orion Capital Management
California
$274K +$1.86K +52 +0.7%
RWM
103
Ruedi Wealth Management
Illinois
$257K +$257K +7,184 New
AF
104
Allworth Financial
California
$254K +$429 +12 +0.2%
MFA
105
Morling Financial Advisors
California
$254K -$35.5K -993 -12%
RF
106
RHS Financial
California
$246K +$21.8K +609 +10%
EFP
107
Envision Financial Planning
Tennessee
$244K +$244K +6,841 New
MWA
108
Mills Wealth Advisors
Texas
$239K +$3.11K +87 +1%
PHWM
109
Pine Harbor Wealth Management
Maryland
$235K +$235K +6,586 New
FWP
110
Family Wealth Partners
North Carolina
$233K +$2.86K +80 +1%
CG
111
Caprock Group
Idaho
$230K +$230K +6,435 New
ACC
112
Acorn Creek Capital
Colorado
$230K -$6.58K -184 -3%
RTL
113
Red Tortoise LLC
Georgia
$221K +$679 +19 +0.3%
MGWA
114
Monument Group Wealth Advisors
Massachusetts
$219K – – –
GLLW
115
Graves Light Lenhart Wealth
Virginia
$214K +$214K +5,996 New
FG
116
Foster Group
Iowa
$200K +$200K +5,610 New
CPA
117
Cardiff Park Advisors
California
$157K +$465 +13 +0.3%
RLIM
118
Red Lighthouse Investment Management
New York
$117K +$8.29K +232 +8%
GWS
119
Glassman Wealth Services
Virginia
$107K +$3.25K +91 +3%
TWD
120
True Wealth Design
Ohio
$106K – – –
CA
121
Clearstead Advisors
Ohio
$103K – – –
TIM
122
Tortoise Investment Management
New York
$86.5K +$41.1K +1,150 +91%
JPMorgan Chase & Co
123
JPMorgan Chase & Co
New York
$74.9K +$1.47K +41 +2%
BAM
124
Bellevue Asset Management
Washington
$71.5K – – –
JWA
125
JFS Wealth Advisors
Pennsylvania
$62.7K -$4.97K -139 -7%
2 3 4
5
6