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Dimensional International Sustainability Core 1 ETF
DFSI

Overview Fund Activity

118 hedge funds and large institutions have $260M invested in Dimensional International Sustainability Core 1 ETF in 2024 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 67 increasing their positions, 12 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
118
Holders Change
+15
Holders Change %
+14.56%
% of All Funds
1.71%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
23
Increased
67
Reduced
12
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
$8.21M
2
AC
AWM Capital
Arizona
$16.7M
3
AP
Adero Partners
California
$14.9M
4
GC
Garde Capital
Washington
$1.87M
5
AC
Apella Capital
Connecticut
$2.39M

Top Sellers

1
AWM
AE Wealth Management
Kansas
$0
2
FTUS
Flow Traders U.S.
New York
$0
3
NCM
New Capital Management
Texas
$4.55M
4
Jane Street
Jane Street
New York
$1.97M
5
BAM
Belpointe Asset Management
Nevada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
QFA
1
Quantum Financial Advisors
California
$29.7M -$72.2K -2,145 -0.2%
MWM
2
Merriman Wealth Management
Washington
$18.4M +$217K +6,439 +1%
AC
3
AWM Capital
Arizona
$16.7M +$5.75M +170,823 +53%
FF
4
Francis Financial
$15.6M +$1.54M +45,747 +11%
AP
5
Adero Partners
California
$14.9M +$2.19M +64,947 +17%
AWP
6
Abacus Wealth Partners
California
$14.6M +$327K +9,720 +2%
RS
7
Retirement Solution
Washington
$13.7M +$2.05K +61 +0%
FFM
8
Forum Financial Management
Illinois
$8.82M +$694K +20,614 +9%
Citadel Advisors
9
Citadel Advisors
Florida
$8.21M +$8.21M +243,981 New
OMC
10
Old Mission Capital
Illinois
$6.96M +$1.59M +47,127 +30%
GA
11
Greenspring Advisors
Maryland
$6.88M – – –
PCI
12
Planning Center Inc
Illinois
$6.72M +$254K +7,550 +4%
HFS
13
Heritage Financial Services
Massachusetts
$5.44M +$1.33M +39,397 +32%
NCM
14
New Capital Management
Texas
$4.55M -$1.07M -31,843 -19%
Corient Private Wealth
15
Corient Private Wealth
Florida
$4.47M +$2.96K +88 +0.1%
FOA
16
Five Oceans Advisors
California
$4.13M +$656K +19,492 +19%
Pathstone Holdings
17
Pathstone Holdings
New Jersey
$4.1M +$2.9K +86 +0.1%
Wealth Enhancement Advisory Services
18
Wealth Enhancement Advisory Services
Minnesota
$3.86M +$326K +9,669 +9%
ADL
19
Asset Dedication LLC
California
$3.51M +$340K +10,090 +11%
WCWM
20
Willow Creek Wealth Management
California
$3.44M +$1.11M +32,971 +48%
RIM
21
RW Investment Management
Idaho
$2.84M +$389K +11,542 +16%
NA
22
NewEdge Advisors
Louisiana
$2.76M +$192K +5,690 +7%
AC
23
Apella Capital
Connecticut
$2.39M +$1.59M +47,595 +201%
QHA
24
Quarry Hill Advisors
Minnesota
$2.34M +$104K +3,080 +5%
SC
25
Savant Capital
Illinois
$1.97M +$36.7K +1,090 +2%
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