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Dimensional International Sustainability Core 1 ETF
DFSI

Overview Fund Activity

86 hedge funds and large institutions have $186M invested in Dimensional International Sustainability Core 1 ETF in 2023 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 48 increasing their positions, 8 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
86
Holders Change
+14
Holders Change %
+19.44%
% of All Funds
1.37%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.1%
New
17
Increased
48
Reduced
8
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AC
AWM Capital
Arizona
$17.4M
2
OMC
Old Mission Capital
Illinois
$3.46M
3
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$2.47M
4
FTUS
Flow Traders U.S.
New York
$2.45M
5
FFM
Forum Financial Management
Illinois
$3.62M

Top Sellers

1
Corient Private Wealth
Corient Private Wealth
Florida
$333K
2
Jane Street
Jane Street
New York
$8.99M
3
NCM
Northland Capital Management
Minnesota
$1.39M
4
GWM
Grand Wealth Management
Michigan
$532K
5
WA
Waverly Advisors
Alabama
$616K
Name Holding Trade Value Shares
Change 		Shares
Change %
QFA
1
Quantum Financial Advisors
California
$25M +$364K +12,691 +1%
AC
2
AWM Capital
Arizona
$17.4M +$9.77M +340,213 +128%
MWM
3
Merriman Wealth Management
Washington
$15.2M +$1.05M +36,458 +7%
AWM
4
AE Wealth Management
Kansas
$11.4M +$481K +16,763 +4%
RS
5
Retirement Solution
Washington
$11.4M +$469K +16,340 +4%
AWP
6
Abacus Wealth Partners
California
$11.2M +$945K +32,926 +9%
AP
7
Adero Partners
California
$10.5M +$800K +27,880 +8%
FF
8
Francis Financial
$9.93M +$2.1M +73,231 +27%
Jane Street
9
Jane Street
New York
$8.99M -$3.06M -106,536 -25%
GA
10
Greenspring Advisors
Maryland
$5.87M – – –
PCI
11
Planning Center Inc
Illinois
$3.94M +$130K +4,517 +3%
FFM
12
Forum Financial Management
Illinois
$3.62M +$2.26M +78,889 +167%
OMC
13
Old Mission Capital
Illinois
$3.46M +$3.46M +120,463 New
HFS
14
Heritage Financial Services
Massachusetts
$3.4M +$71.3K +2,484 +2%
PFO
15
Pathstone Family Office
New Jersey
$3.19M +$340K +11,845 +12%
Wealth Enhancement Advisory Services
16
Wealth Enhancement Advisory Services
Minnesota
$2.47M +$2.47M +86,115 New
FTUS
17
Flow Traders U.S.
New York
$2.45M +$2.45M +85,322 New
NCM
18
New Capital Management
Texas
$2.31M +$2.31M +80,427 New
TWA
19
Trellis Wealth Advisors
California
$2.21M +$1.71M +59,638 +344%
ADL
20
Asset Dedication LLC
California
$1.84M +$425K +14,752 +30%
WCWM
21
Willow Creek Wealth Management
California
$1.8M +$163K +5,674 +10%
Citadel Advisors
22
Citadel Advisors
Florida
$1.64M +$1.64M +57,279 New
NA
23
NewEdge Advisors
Louisiana
$1.53M +$479K +16,695 +46%
FOA
24
Five Oceans Advisors
California
$1.41M +$339K +11,791 +32%
RIP
25
RAM Investment Partners
Washington
$1.41M +$120K +4,193 +9%
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