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Dimensional International Sustainability Core 1 ETF
DFSI

Overview Fund Activity

160 hedge funds and large institutions have $376M invested in Dimensional International Sustainability Core 1 ETF in 2024 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 85 increasing their positions, 18 reducing their positions, and 9 closing their positions.

Holders
160
Holders Change
+20
Holders Change %
+14.29%
% of All Funds
2.13%
Holding in Top 10
11
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+83.33%
% of All Funds
0.15%
New
31
Increased
85
Reduced
18
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EFP
1
Elser Financial Planning
Indiana
$7.31M
2
BRIA
2
Balanced Rock Investment Advisors
Massachusetts
$6.5M
3
AC
3
AWM Capital
Arizona
$33.6M
4
Pathstone Holdings
4
Pathstone Holdings
New Jersey
$9.07M
5
AP
5
Adero Partners
California
$19.2M

Top Sellers

1
OMC
1
Old Mission Capital
Illinois
$0
2
FTUS
2
Flow Traders U.S.
New York
$0
3
WANY
3
Wealthspire Advisors (New York)
New York
$2.08M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$0
5
QFA
5
Quantum Financial Advisors
California
$30.3M
Name Market Value Shares Shares
Change 		Shares
Change %
AC
1
AWM Capital
Arizona
$33.6M 1,022,222 +116,746 +13%
QFA
2
Quantum Financial Advisors
California
$30.3M 921,625 -23,371 -2%
FF
3
Francis Financial
$21.1M 640,886 +57,562 +10%
MWM
4
Merriman Wealth Management
Washington
$19.3M 588,389 +20,048 +4%
AP
5
Adero Partners
California
$19.2M 584,847 +61,005 +12%
AWP
6
Abacus Wealth Partners
California
$17.5M 531,985 +34,503 +7%
RS
7
Retirement Solution
Washington
$13.3M 404,606 -464 -0.1%
LAMNM
8
Longview Asset Management (New Mexico)
New Mexico
$12.9M 393,525 +393,525 New
FFM
9
Forum Financial Management
Illinois
$9.89M 301,113 +16,592 +6%
CC
10
Citrine Capital
California
$9.76M 297,201 +297,201 New
Pathstone Holdings
11
Pathstone Holdings
New Jersey
$9.07M 273,821 +84,947 +45%
EFP
12
Elser Financial Planning
Indiana
$7.31M 222,505 +222,505 New
GA
13
Greenspring Advisors
Maryland
$6.71M 204,413 – –
BRIA
14
Balanced Rock Investment Advisors
Massachusetts
$6.5M 197,867 +197,867 New
PCI
15
Planning Center Inc
Illinois
$6.47M 197,060 -5,285 -3%
WCWM
16
Willow Creek Wealth Management
California
$6.45M 196,346 +51,766 +36%
HFS
17
Heritage Financial Services
Massachusetts
$5.84M 177,696 +11,828 +7%
FOA
18
Five Oceans Advisors
California
$5.78M 175,976 +49,774 +39%
NCM
19
New Capital Management
Texas
$5.04M 153,341 +13,289 +9%
Wealth Enhancement Advisory Services
20
Wealth Enhancement Advisory Services
Minnesota
$4.73M 143,838 +13,771 +11%
Corient Private Wealth
21
Corient Private Wealth
Florida
$4.49M 136,776 +3,644 +3%
ADL
22
Asset Dedication LLC
California
$4.25M 129,427 -3,334 -3%
OIA
23
OneDigital Investment Advisors
Kansas
$3.74M 113,702 +13,618 +14%
AC
24
Apella Capital
Connecticut
$3.72M 113,362 +11,285 +11%
AIC
25
Allodium Investment Consultants
Minnesota
$3.7M 112,742 +112,742 New
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