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DFSI

Dimensional International Sustainability Core 1 ETF

141 hedge funds and large institutions have $330M invested in Dimensional International Sustainability Core 1 ETF in 2024 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 84 increasing their positions, 16 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

567% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 3

425% more repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 16

18% more capital invested

Capital invested by funds: $279M → $330M (+$51.3M)

11% more funds holding

Funds holding: 127141 (+14)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

3.92% less ownership

Funds ownership: 65.57%61.65% (-3.9%)

Holders
141
Holders Change
+14
Holders Change %
+11.02%
% of All Funds
2.02%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
20
Increased
84
Reduced
16
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
QFA
1
Quantum Financial Advisors
California
$33.8M +$1.3M +37,955 +4%
AC
2
AWM Capital
Arizona
$32.4M +$8.42M +246,173 +37%
FF
3
Francis Financial
$20.8M +$2.41M +70,412 +14%
MWM
4
Merriman Wealth Management
Washington
$20.3M +$433K +12,652 +2%
AP
5
Adero Partners
California
$18.7M +$907K +26,528 +5%
AWP
6
Abacus Wealth Partners
California
$17.8M +$1.24M +36,283 +8%
RS
7
Retirement Solution
Washington
$14.5M -$242K -7,083 -2%
FFM
8
Forum Financial Management
Illinois
$10.2M +$213K +6,222 +2%
GA
9
Greenspring Advisors
Maryland
$7.3M
PCI
10
Planning Center Inc
Illinois
$7.23M +$13.2K +385 +0.2%
Pathstone Holdings
11
Pathstone Holdings
New Jersey
$6.75M +$1.36M +39,717 +27%
HFS
12
Heritage Financial Services
Massachusetts
$5.93M +$146K +4,265 +3%
WCWM
13
Willow Creek Wealth Management
California
$5.17M +$157K +4,594 +3%
NCM
14
New Capital Management
Texas
$5M -$48.1K -1,405 -1%
Corient Private Wealth
15
Corient Private Wealth
Florida
$4.76M +$227K +6,646 +5%
ADL
16
Asset Dedication LLC
California
$4.74M +$534K +15,623 +13%
Wealth Enhancement Advisory Services
17
Wealth Enhancement Advisory Services
Minnesota
$4.65M +$515K +15,056 +13%
FOA
18
Five Oceans Advisors
California
$4.51M +$80K +2,340 +2%
AC
19
Apella Capital
Connecticut
$3.6M +$570K +16,665 +20%
OIA
20
OneDigital Investment Advisors
Kansas
$3.58M +$543K +15,860 +19%
WANY
21
Wealthspire Advisors (New York)
New York
$3.47M +$3.32M +97,170 New
RIM
22
RW Investment Management
Idaho
$3.37M +$162K +4,733 +5%
NA
23
NewEdge Advisors
Louisiana
$3.29M +$99.2K +2,901 +3%
Jane Street
24
Jane Street
New York
$3.27M -$2.6M -76,064 -45%
RIP
25
RAM Investment Partners
Washington
$3.18M +$577K +16,877 +23%

DFSI Hedge Fund Activity: Q3 2024 in Review

141 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Dimensional International Sustainability Core 1 ETF (DFSI) for Q3 2024, worth a combined $330M — up 18% from $279M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new DFSI positions and 3 closed out — a net gain of 17 holders — while 84 added to existing stakes and 16 trimmed.

The largest buyer was AWM Capital, adding an estimated $8.42M. The largest seller was Elser Financial Planning, exiting entirely with an estimated $5.65M sold.

  • 141 institutional investors held Dimensional International Sustainability Core 1 ETF (DFSI) as of Q3 2024, up from 127 in Q2 2024.
  • Funds reported $330M of Dimensional International Sustainability Core 1 ETF stock for Q3 2024, up 18% quarter-over-quarter.
  • 20 funds opened new Dimensional International Sustainability Core 1 ETF positions in Q3 2024 and 3 closed out, a net change of +17 holders.
  • The largest Dimensional International Sustainability Core 1 ETF buyer in Q3 2024 was AWM Capital, an estimated $8.42M added.
  • The largest Dimensional International Sustainability Core 1 ETF seller in Q3 2024 was Elser Financial Planning, an estimated $5.65M sold.

Based on aggregated 13F filings for Q3 2024.