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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 %
MWA
126
Mills Wealth Advisors
Texas
$220K +$99 +3 +0%
FWP
127
Family Wealth Partners
North Carolina
$217K +$2.73K +83 +1%
ACC
128
Acorn Creek Capital
Colorado
$212K +$690 +21 +0.3%
CG
129
Caprock Group
Idaho
$211K – – –
PHWM
130
Pine Harbor Wealth Management
Maryland
$211K -$5.45K -166 -3%
RTL
131
Red Tortoise LLC
Georgia
$204K +$920 +28 +0.5%
MFC
132
Morris Financial Concepts
South Carolina
$171K +$159K +4,828 +1,254%
CPA
133
Cardiff Park Advisors
California
$145K +$887 +27 +0.6%
Osaic Holdings
134
Osaic Holdings
Arizona
$139K -$138K -4,191 -50%
TWD
135
True Wealth Design
Ohio
$114K +$16.5K +503 +17%
RLIM
136
Red Lighthouse Investment Management
New York
$108K – – –
GWS
137
Glassman Wealth Services
Virginia
$105K +$7.13K +217 +7%
JPMorgan Chase & Co
138
JPMorgan Chase & Co
New York
$101K +$32.5K +988 +47%
LI
139
LRI Investments
Florida
$101K +$50.9K +1,550 +102%
CA
140
Clearstead Advisors
Ohio
$94.5K – – –
CW
141
Curio Wealth
Maryland
$89.7K +$89.7K +2,732 New
TIM
142
Tortoise Investment Management
New York
$79.5K – – –
CMP
143
Coston McIsaac & Partners
Maine
$60K +$60K +1,838 New
JWA
144
JFS Wealth Advisors
Pennsylvania
$53.2K -$4.44K -135 -8%
CCA
145
Criterion Capital Advisors
Tennessee
$48.6K – – –
CMBA
146
C.M. Bidwell & Associates
Hawaii
$42.7K – – –
PWM
147
Parkworth Wealth Management
California
$42.5K +$42.5K +1,294 New
SRCM
148
Signature Resources Capital Management
California
$34.5K – – –
CTWM
149
Cherry Tree Wealth Management
Minnesota
$23.4K – – –
GJIA
150
Glass Jacobson Investment Advisors
Maryland
$20.5K +$131 +4 +0.6%
3 4 5
6
7