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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
JWA
126
JFS Wealth Advisors
Pennsylvania
$62.7K -$4.75K -139 -7%
LI
127
LRI Investments
Florida
$50.9K
CCA
128
Criterion Capital Advisors
Tennessee
$48.6K
CMBA
129
C.M. Bidwell & Associates
Hawaii
$46.5K
BAM
130
Belpointe Asset Management
Nevada
$39.9K +$547 +16 +1%
SRCM
131
Signature Resources Capital Management
California
$37.5K
CTWM
132
Cherry Tree Wealth Management
Minnesota
$25.5K
GJIA
133
Glass Jacobson Investment Advisors
Maryland
$22.2K +$4.17K +122 +24%
IA
134
IFP Advisors
Florida
$15.2K +$14.5K +424 New
MFC
135
Morris Financial Concepts
South Carolina
$13.8K +$13.2K +385 New
AWM
136
Avior Wealth Management
Nebraska
$9.14K +$5.64K +165 +183%
ACA
137
Aptus Capital Advisors
Alabama
$6.9K +$1.71K +50 +35%
BCM
138
Blume Capital Management
California
$5.36K
ME
139
McIlrath & Eck
Washington
$4.61K
SIS
140
Strategic Investment Solutions
Illinois
$3.6K +$34 +1 +1%
MFA
141
McClarren Financial Advisors
Pennsylvania
$133 +$125K +3,667 +5,642%
EFP
142
Elser Financial Planning
Indiana
-$5.65M -171,569 Closed
Bank of Montreal
143
Bank of Montreal
Ontario, Canada
-$260K -8,281 Closed
EWP
144
Elevation Wealth Partners
California
-$15.2K -460 Closed

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.