Dimensional International Sustainability Core 1 ETF
DFSI
119 hedge funds and large institutions have $262M invested in Dimensional International Sustainability Core 1 ETF in 2024 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 68 increasing their positions, 12 reducing their positions, and 8 closing their positions.
467% more repeat investments, than reductions
Existing positions increased: 68 | Existing positions reduced: 12
188% more first-time investments, than exits
New positions opened: 23 | Existing positions closed: 8
20% more funds holding in top 10
Funds holding in top 10: 5 → 6 (+1)
14% more funds holding
Funds holding: 104 → 119 (+15)
14% more capital invested
Capital invested by funds: $230M → $262M (+$31.7M)
12.19% less ownership
Funds ownership: 76.4% → 64.22% (-12%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$7.89M |
| 2 |
AC
AWM Capital
Phoenix,
Arizona
|
+$5.52M |
| 3 |
AP
Adero Partners
Pleasanton,
California
|
+$2.1M |
| 4 |
GC
Garde Capital
Seattle,
Washington
|
+$1.79M |
| 5 |
AC
Apella Capital
West Hartford,
Connecticut
|
+$1.54M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$13M |
| 2 |
FTUS
Flow Traders U.S.
New York
|
-$2.18M |
| 3 |
NCM
New Capital Management
Houston,
Texas
|
-$1.03M |
| 4 |
Jane Street
New York
|
-$867K |
| 5 |
BAM
Belpointe Asset Management
Reno,
Nevada
|
-$775K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FDCDDQ
126
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
| – | -$17.3K | -580 | Closed |
|
127
Fidelity Investments
Boston,
Massachusetts
| – | -$2.82K | -88 | Closed |
|
DFSI Hedge Fund Activity: Q1 2024 in Review
119 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Dimensional International Sustainability Core 1 ETF (DFSI) for Q1 2024, worth a combined $262M — up 14% from $230M a quarter earlier.
Buyers outnumbered sellers: 23 funds opened new DFSI positions and 8 closed out — a net gain of 15 holders — while 68 added to existing stakes and 12 trimmed.
The largest buyer was Citadel Advisors, opening a new position worth an estimated $7.89M. The largest seller was AE Wealth Management, exiting entirely with an estimated $13M sold.
- 119 institutional investors held Dimensional International Sustainability Core 1 ETF (DFSI) as of Q1 2024, up from 104 in Q4 2023.
- Funds reported $262M of Dimensional International Sustainability Core 1 ETF stock for Q1 2024, up 14% quarter-over-quarter.
- 23 funds opened new Dimensional International Sustainability Core 1 ETF positions in Q1 2024 and 8 closed out, a net change of +15 holders.
- The largest Dimensional International Sustainability Core 1 ETF buyer in Q1 2024 was Citadel Advisors, an estimated $7.89M added.
- The largest Dimensional International Sustainability Core 1 ETF seller in Q1 2024 was AE Wealth Management, an estimated $13M sold.
Based on aggregated 13F filings for Q1 2024.