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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
RCAG
101
Rehmann Capital Advisory Group
Michigan
$279K +$17.1K +500 +7%
VBA
102
von Borstel & Associates
Oregon
$275K +$264K +7,721 New
OCM
103
Orion Capital Management
California
$274K +$1.78K +52 +0.7%
RWM
104
Ruedi Wealth Management
Illinois
$257K +$246K +7,184 New
AF
105
Allworth Financial
California
$254K +$410 +12 +0.2%
MFA
106
Morling Financial Advisors
California
$254K -$34K -993 -12%
RF
107
RHS Financial
California
$246K +$20.8K +609 +10%
EFP
108
Envision Financial Planning
Tennessee
$244K +$234K +6,841 New
MWA
109
Mills Wealth Advisors
Texas
$239K +$2.98K +87 +1%
PHWM
110
Pine Harbor Wealth Management
Maryland
$235K +$225K +6,586 New
FWP
111
Family Wealth Partners
North Carolina
$233K +$2.74K +80 +1%
CG
112
Caprock Group
Idaho
$230K +$220K +6,435 New
ACC
113
Acorn Creek Capital
Colorado
$230K -$6.29K -184 -3%
RTL
114
Red Tortoise LLC
Georgia
$221K +$650 +19 +0.3%
MGWA
115
Monument Group Wealth Advisors
Massachusetts
$219K
GLLW
116
Graves Light Lenhart Wealth
Virginia
$214K +$205K +5,996 New
FG
117
Foster Group
Iowa
$200K +$192K +5,610 New
CPA
118
Cardiff Park Advisors
California
$157K +$445 +13 +0.3%
RLIM
119
Red Lighthouse Investment Management
New York
$117K +$7.94K +232 +8%
GWS
120
Glassman Wealth Services
Virginia
$107K +$3.11K +91 +3%
TWD
121
True Wealth Design
Ohio
$106K
CA
122
Clearstead Advisors
Ohio
$103K
TIM
123
Tortoise Investment Management
New York
$86.5K +$39.3K +1,150 +91%
JP Morgan Chase
124
JP Morgan Chase
New York
$74.9K +$1.4K +41 +2%
BAM
125
Bellevue Asset Management
Washington
$71.5K

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.