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Dimensional International Sustainability Core 1 ETF
DFSI

Overview Fund Activity

160 hedge funds and large institutions have $376M invested in Dimensional International Sustainability Core 1 ETF in 2024 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 85 increasing their positions, 18 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
160
Holders Change
+20
Holders Change %
+14.29%
% of All Funds
2.13%
Holding in Top 10
11
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+83.33%
% of All Funds
0.15%
New
31
Increased
85
Reduced
18
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EFP
1
Elser Financial Planning
Indiana
$7.31M
2
BRIA
2
Balanced Rock Investment Advisors
Massachusetts
$6.5M
3
AC
3
AWM Capital
Arizona
$33.6M
4
Pathstone Holdings
4
Pathstone Holdings
New Jersey
$9.07M
5
AP
5
Adero Partners
California
$19.2M

Top Sellers

1
OMC
1
Old Mission Capital
Illinois
$0
2
FTUS
2
Flow Traders U.S.
New York
$0
3
WANY
3
Wealthspire Advisors (New York)
New York
$2.08M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$0
5
QFA
5
Quantum Financial Advisors
California
$30.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
FCG
101
Financial Connections Group
California
$351K +$7.09K +216 +2%
FFP
102
Freedom Financial Partners
Minnesota
$343K +$343K +10,448 New
PWA
103
Physician Wealth Advisors
Utah
$337K – – –
Citadel Advisors
104
Citadel Advisors
Florida
$333K +$333K +10,140 New
BPA
105
Beacon Pointe Advisors
California
$330K – – –
FFM
106
Flagstone Financial Management
Nebraska
$327K +$327K +9,949 New
MWM
107
Meritas Wealth Management
California
$326K +$31.7K +966 +11%
Mariner
108
Mariner
Kansas
$314K – – –
EFP
109
EnRich Financial Partners
Wisconsin
$313K +$3.84K +117 +1%
RCAG
110
Rehmann Capital Advisory Group
Michigan
$306K +$49.3K +1,500 +19%
DWM
111
Diversify Wealth Management
Utah
$304K – – –
AFG
112
Altiora Financial Group
Ohio
$299K – – –
MFA
113
Morling Financial Advisors
California
$274K +$40.1K +1,221 +17%
FFG
114
First Financial Group
North Carolina
$274K +$274K +8,327 New
FRA
115
Frank Rimerman Advisors
California
$273K – – –
OCM
116
Orion Capital Management
California
$263K +$11.4K +346 +5%
BCA
117
Bay Colony Advisors
Massachusetts
$263K -$1.64K -50 -0.6%
RF
118
RHS Financial
California
$249K +$23.7K +720 +10%
VWM
119
Vermillion Wealth Management
Minnesota
$249K +$249K +7,586 New
WC
120
Wolfstich Capital
Massachusetts
$249K +$249K +7,577 New
MGWA
121
Monument Group Wealth Advisors
Massachusetts
$244K +$42.5K +1,293 +21%
JAA
122
Joel Adams & Associates
North Carolina
$241K +$241K +7,331 New
AF
123
Allworth Financial
California
$238K -$2.57K -76 -1%
RWM
124
Ruedi Wealth Management
Illinois
$236K +$296 +9 +0.1%
EFP
125
Envision Financial Planning
Tennessee
$233K +$7.82K +238 +3%
3 4
5
6 7