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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 %
KFGG
151
Keystone Financial Group (Georgia)
Georgia
$19.2K +$19.2K +585 New
IA
152
IFP Advisors
Florida
$18.3K +$4.34K +132 +31%
AWM
153
Avior Wealth Management
Nebraska
$7.96K -$427 -13 -5%
ACA
154
Aptus Capital Advisors
Alabama
$6.34K – – –
BCM
155
Blume Capital Management
California
$4.93K – – –
ME
156
McIlrath & Eck
Washington
$4.24K – – –
SIS
157
Strategic Investment Solutions
Illinois
$3.33K – – –
WMS
158
Wealth Management Strategies
Pennsylvania
$2.36K +$2.36K +7,190 New
Morgan Stanley
159
Morgan Stanley
New York
$41 +$41 +1 New
Fidelity Investments
160
Fidelity Investments
Massachusetts
$33 +$33 +1 New
OMC
161
Old Mission Capital
Illinois
– -$1.27M -35,660 Closed
FTUS
162
Flow Traders U.S.
New York
– -$1.26M -35,376 Closed
Susquehanna International Group
163
Susquehanna International Group
Pennsylvania
– -$891K -24,921 Closed
Millennium Management
164
Millennium Management
New York
– -$399K -11,161 Closed
GLLW
165
Graves Light Lenhart Wealth
Virginia
– -$214K -5,996 Closed
FG
166
Foster Group
Iowa
– -$200K -5,610 Closed
MFA
167
McClarren Financial Advisors
Pennsylvania
– -$133 -3,732 Closed
BAM
168
Bellevue Asset Management
Washington
– -$71.5K -2,000 Closed
BAM
169
Belpointe Asset Management
Nevada
– -$39.9K -1,116 Closed
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