Dimensional International Sustainability Core 1 ETF
DFSI
61 hedge funds and large institutions have $126M invested in Dimensional International Sustainability Core 1 ETF in 2023 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 22 increasing their positions, 5 reducing their positions, and 3 closing their positions.
767% more first-time investments, than exits
New positions opened: 26 | Existing positions closed: 3
340% more repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 5
300% more funds holding in top 10
Funds holding in top 10: 1 → 4 (+3)
165% more capital invested
Capital invested by funds: $47.6M → $126M (+$78.6M)
61% more funds holding
Funds holding: 38 → 61 (+23)
30.64% more ownership
Funds ownership: 42.81% → 73.45% (+31%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
QFA
Quantum Financial Advisors
El Segundo,
California
|
+$25.4M |
| 2 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$10.8M |
| 3 |
RS
Retirement Solution
Redmond,
Washington
|
+$10.8M |
| 4 |
AP
Adero Partners
Pleasanton,
California
|
+$7.5M |
| 5 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$4.52M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$3.16M |
| 2 |
FTUS
Flow Traders U.S.
New York
|
-$2.2M |
| 3 |
NL
NWAM LLC
Mercer Island,
Washington
|
-$230K |
| 4 |
AWP
Abacus Wealth Partners
Santa Monica,
California
|
-$36.1K |
| 5 |
BCM
Brainard Capital Management
Austin,
Texas
|
-$25.4K |
DFSI Hedge Fund Activity: Q1 2023 in Review
61 of the 6,283 institutional investors tracked by Wall St. Rank reported a position in Dimensional International Sustainability Core 1 ETF (DFSI) for Q1 2023, worth a combined $126M — up 165% from $47.6M a quarter earlier.
Buyers outnumbered sellers: 26 funds opened new DFSI positions and 3 closed out — a net gain of 23 holders — while 22 added to existing stakes and 5 trimmed.
The largest buyer was Quantum Financial Advisors, opening a new position worth an estimated $25.4M. The largest seller was Royal Bank of Canada, exiting entirely with an estimated $3.16M sold.
- 61 institutional investors held Dimensional International Sustainability Core 1 ETF (DFSI) as of Q1 2023, up from 38 in Q4 2022.
- Funds reported $126M of Dimensional International Sustainability Core 1 ETF stock for Q1 2023, up 165% quarter-over-quarter.
- 26 funds opened new Dimensional International Sustainability Core 1 ETF positions in Q1 2023 and 3 closed out, a net change of +23 holders.
- The largest Dimensional International Sustainability Core 1 ETF buyer in Q1 2023 was Quantum Financial Advisors, an estimated $25.4M added.
- The largest Dimensional International Sustainability Core 1 ETF seller in Q1 2023 was Royal Bank of Canada, an estimated $3.16M sold.
Based on aggregated 13F filings for Q1 2023.