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DFSI

Dimensional International Sustainability Core 1 ETF
DFSI

39 hedge funds and large institutions have $59.4M invested in Dimensional International Sustainability Core 1 ETF in 2022 Q4 according to their latest regulatory filings, with 39 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

53.41% more ownership

Funds ownership: 0% → 53.41% (+53%)

Holders
39
Holders Change
+39
Holders Change %
–
% of All Funds
0.63%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
39
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
MWM
Merriman Wealth Management
Washington
+$12M
2
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$11M
3
AWP
Abacus Wealth Partners
California
+$8.77M
4
PCI
Planning Center Inc
Illinois
+$3.71M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$3.13M

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
1
Merriman Wealth Management
Washington
$12.1M +$12M +434,841 New
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$11.1M +$11M +400,000 New
AWP
3
Abacus Wealth Partners
California
$8.86M +$8.77M +318,942 New
PCI
4
Planning Center Inc
Illinois
$3.75M +$3.71M +135,129 New
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$3.16M +$3.13M +113,845 New
HFS
6
Heritage Financial Services
Massachusetts
$2.4M +$2.37M +86,232 New
FTUS
7
Flow Traders U.S.
New York
$2.2M +$2.18M +79,184 New
Jane Street
8
Jane Street
New York
$2.15M +$2.12M +77,267 New
BCM
9
Brainard Capital Management
Texas
$2.11M +$2.08M +75,850 New
Corient Private Wealth
10
Corient Private Wealth
Florida
$1.72M +$1.7M +61,871 New
PFO
11
Pathstone Family Office
New Jersey
$1.32M +$1.31M +47,486 New
FF
12
Francis Financial
$968K +$957K +34,825 New
RIP
13
RAM Investment Partners
Washington
$900K +$890K +32,385 New
FOA
14
Five Oceans Advisors
California
$813K +$804K +29,243 New
WCWM
15
Willow Creek Wealth Management
California
$702K +$694K +25,256 New
AP
16
Adero Partners
California
$542K +$536K +19,498 New
GWM
17
Grand Wealth Management
Michigan
$419K +$414K +15,074 New
ADL
18
Asset Dedication LLC
California
$401K +$395K +14,370 New
SRWM
19
Shira Ridge Wealth Management
California
$395K +$390K +14,200 New
AC
20
AWM Capital
Arizona
$388K +$384K +13,967 New
PCM
21
Passive Capital Management
Maryland
$364K +$360K +13,100 New
IAG
22
Investment Advisory Group
Massachusetts
$341K +$337K +12,274 New
FFM
23
Forum Financial Management
Illinois
$242K +$239K +8,695 New
NA
24
NewEdge Advisors
Louisiana
$232K +$229K +8,342 New
NL
25
NWAM LLC
Washington
$230K +$227K +8,272 New
1
2

DFSI Hedge Fund Activity: Q4 2022 in Review

39 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Dimensional International Sustainability Core 1 ETF (DFSI) for Q4 2022, worth a combined $59.4M.

Buyers outnumbered sellers: 39 funds opened new DFSI positions and 0 closed out — a net gain of 39 holders — while 0 added to existing stakes and 0 trimmed.

The largest buyer was Merriman Wealth Management, opening a new position worth an estimated $12M.

  • 39 institutional investors held Dimensional International Sustainability Core 1 ETF (DFSI) as of Q4 2022, up from 0 in Q3 2022.
  • Funds reported $59.4M of Dimensional International Sustainability Core 1 ETF stock for Q4 2022.
  • 39 funds opened new Dimensional International Sustainability Core 1 ETF positions in Q4 2022 and 0 closed out, a net change of +39 holders.
  • The largest Dimensional International Sustainability Core 1 ETF buyer in Q4 2022 was Merriman Wealth Management, an estimated $12M added.

Based on aggregated 13F filings for Q4 2022.