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Dimensional International Sustainability Core 1 ETF (DFSI) Institutional Ownership

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(As of 04/23/2024 ET)
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Institutional Ownership Changes (13F Filings) for Dimensional International Sustainability Core 1 ETF (NYSEARCA:DFSI)

Number of
Institutional Buyers
(last 12 months)
74
Total
Institutional Inflows
(last 12 months)
$129.91M
Number of
Institutional Sellers
(last 12 months)
15
Total
Institutional Outflows
(last 12 months)
$12.54M
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DFSI Institutional Buying and Selling by Quarter

Dimensional International Sustainability Core 1 ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/23/2024Creative Capital Management Investments LLC8,513$287K0.1%+385.1%0.069%
4/22/2024Trellis Wealth Advisors LLC41,444$1.40M0.8%+1.6%0.337%
4/20/2024BetterWealth LLC37,767$1.27M0.4%+7.0%0.307%
4/19/2024Level Financial Advisors11,129$375K0.2%+2,069.4%0.090%
4/19/2024Northland Capital Management LLC49,081$1.65M1.2%-1.1%0.399%
4/19/2024AWM Capital LLC496,190$16.71M2.8%+52.5%4.034%
4/18/2024Shira Ridge Wealth Management24,242$816K0.5%+2.5%0.332%
4/18/2024RHS Financial LLC7,153$241K0.1%N/A0.098%
4/18/2024Francis Financial Inc.462,087$15.56M5.0%+11.0%6.330%
4/18/2024Advisory Services & Investments LLC16,632$560K0.4%N/A0.228%
4/17/2024Physician Wealth Advisors Inc.11,120$357K0.1%N/A0.152%
4/17/2024Criterion Capital Advisors LLC1,417$48K0.0%+127.4%0.019%
4/16/2024Wealth Enhancement Advisory Services LLC114,509$3.86M0.0%+9.2%1.569%
4/15/2024Revolve Wealth Partners LLC37,903$1.28M0.2%+39.2%0.519%
4/12/2024 Carlson Capital Management16,980$572K0.0%-2.8%0.233%
4/12/2024 AdvisorNet Financial Inc9,272$312K0.0%-51.0%0.127%
4/10/2024 Apella Capital LLC71,279$2.39M0.1%+201.0%0.976%
4/10/2024 Abacus Wealth Partners LLC434,892$14.64M2.5%+2.3%5.957%
4/9/2024 New Capital Management LP135,262$4.55M1.4%-19.1%1.853%
3/14/2024 Walden Wealth Partners LLC15,052$482K0.3%N/A0.206%
2/14/2024Syverson Strege & Co40,491$1.30M0.5%N/A0.555%
2/14/2024True Wealth Design LLC2,727$87K0.0%N/A0.037%
2/14/2024Elevate Wealth Advisory Inc.2,399$77K0.1%N/A0.033%
2/13/2024Belpointe Asset Management LLC24,184$775K0.1%N/A0.331%
2/12/2024Adero Partners LLC378,936$12.14M1.0%+3.5%5.191%
2/9/2024AWM Capital LLC325,367$10.42M1.9%-46.3%4.457%
2/9/2024Corient Private Wealth LLC132,725$4.25M0.0%+1,044.0%1.818%
2/8/2024Quarry Hill Advisors LLC66,322$2.12M1.7%+65.9%0.909%
2/8/2024MB Generational Wealth LLC37,290$1.19M1.1%N/A0.511%
2/7/2024Forum Financial Management LP241,246$7.73M0.1%+91.3%3.305%
2/7/2024Hutchinson Capital Management CA43,430$1.39M0.3%+28.3%0.595%
2/7/2024 Abacus Wealth Partners LLC425,172$13.62M2.3%+8.8%5.824%
2/6/2024Orion Capital Management LLC9,349$299K0.2%+3.7%0.128%
2/6/2024DiNuzzo Private Wealth Inc.29,525$946K0.1%N/A0.404%
2/5/2024Savant Capital LLC57,365$1.84M0.0%+70.7%0.786%
2/5/2024Brighton Jones LLC25,085$804K0.0%+185.7%0.344%
2/5/2024Schwarz Dygos Wheeler Investment Advisors LLC16,980$544K0.2%+16.5%0.233%
2/2/2024Addison Advisors LLC27,906$894K0.3%+276.3%0.382%
2/2/2024Heritage Financial Services LLC122,235$3.92M0.7%+3.3%1.674%
2/2/2024McClarren Financial Advisors Inc.3,601$115K0.1%-19.9%0.049%
Elon Musk’s Controversial New Project: “Apollo” (Ad)

Have you seen this footage outside the headquarters of Elon Musk's "Project Apollo?" Big Tech and the mainstream media have called this project "controversial"...

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2/2/2024Retirement Solution Inc.407,159$13.04M3.9%+2.4%5.578%
2/2/2024Morling Financial Advisors LLC7,075$227K0.2%N/A0.097%
2/1/2024Parkside Financial Bank & Trust33,843$1.08M0.2%N/A0.464%
1/31/2024Tanager Wealth Management LLP8,457$271K0.0%N/A0.116%
1/29/2024Grand Wealth Management LLC17,721$568K0.3%-4.4%0.243%
1/29/2024Cook Wealth Management Group LLC28,780$908K0.6%N/A0.394%
1/29/2024Perigon Wealth Management LLC47,657$1.53M0.0%N/A0.653%
1/26/2024Financial Connections Group Inc.5,402$173K0.1%+8.6%0.074%
1/24/2024Northland Capital Management LLC49,616$1.59M1.1%+2.4%0.680%
1/23/2024BetterWealth LLC35,309$1.13M0.4%+4.2%0.484%
1/23/2024Planning Center Inc.191,984$6.15M1.4%+39.8%2.630%
1/23/2024Private Ocean LLC41,155$1.32M0.1%N/A0.564%
1/22/2024Five Oceans Advisors103,105$3.30M1.8%+110.4%1.412%
1/19/2024Trellis Wealth Advisors LLC40,803$1.31M0.7%-47.0%0.559%
1/19/2024 New Capital Management LP167,105$5.35M1.7%+107.8%2.289%
1/18/2024Francis Financial Inc.416,340$13.34M5.7%+20.4%5.703%
1/18/2024North Ridge Wealth Advisors Inc.13,915$446K0.4%-25.4%0.191%
1/16/2024 Carlson Capital Management17,462$559K0.0%+42.7%0.239%
1/12/2024Henrickson Nauta Wealth Advisors Inc.20,833$667K0.3%+28.7%0.285%
1/12/2024Revolve Wealth Partners LLC27,236$872K0.2%N/A0.373%
1/11/2024Shira Ridge Wealth Management23,642$757K0.5%+10.5%0.324%
1/9/2024Quantum Financial Advisors LLC883,369$28.30M6.9%+1.3%12.101%
1/8/2024RAM Investment Partners LLC48,341$1.55M0.5%-1.3%0.662%
1/5/2024 Apella Capital LLC23,684$743K0.0%+138.0%0.324%
11/30/2023Modera Wealth Management LLC20,329$584K0.0%+7.7%0.278%
11/29/2023Quantum Financial Advisors LLC871,737$25.03M7.4%+1.5%11.942%
11/21/2023 Carlson Capital Management12,237$351K0.0%+43.2%0.168%
11/20/2023Willow Creek Wealth Management Inc.62,638$1.80M0.3%+10.0%0.858%
11/16/2023Orion Capital Management LLC9,018$259K0.2%N/A0.124%
11/14/2023Waverly Advisors LLC21,454$616K0.0%-16.7%0.294%
11/13/2023Asset Dedication LLC63,823$1.84M0.2%+30.1%0.874%
11/13/2023 Abacus Wealth Partners LLC390,729$11.22M3.5%+9.2%5.352%
11/9/2023Grand Wealth Management LLC18,530$532K0.3%-19.9%0.254%
11/8/2023Pathstone Family Office LLC111,250$3.19M0.0%+363.1%1.524%
11/7/2023AWM Capital LLC606,343$17.41M3.5%+127.8%8.306%
11/7/2023Addison Advisors LLC7,416$213K0.1%N/A0.102%
11/7/2023Savant Capital LLC33,602$965K0.0%N/A0.460%
11/6/2023Financial Connections Group Inc.4,976$142K0.2%+1,939.3%0.068%
11/6/2023Forum Financial Management LP126,138$3.62M0.1%+167.0%1.728%
11/6/2023McClarren Financial Advisors Inc.4,493$129K0.1%+68.3%0.062%
11/3/2023Quarry Hill Advisors LLC39,982$1.15M1.1%+21.2%0.548%
11/1/2023Nwam LLC43,261$1.24M0.1%+170.4%0.593%
10/31/2023TCI Wealth Advisors Inc.9,617$276K0.0%+20.2%0.132%
10/31/2023Cordant Inc.13,701$393K0.3%+34.8%0.188%
10/31/2023Wolff Wiese Magana LLC3,916$112K0.1%-39.9%0.054%
10/30/2023Red Lighthouse Investment Management LLC2,879$83K0.0%+45.4%0.039%
10/26/2023Planning Center Inc.137,343$3.94M1.0%+3.4%1.881%
10/26/2023Brighton Jones LLC8,779$252K0.0%N/A0.120%
10/25/2023Francis Financial Inc.345,798$9.93M5.2%+26.9%4.737%
10/24/2023BetterWealth LLC33,884$973K0.4%+3.6%0.464%
Elon Musk’s Controversial New Project: “Apollo” (Ad)

Have you seen this footage outside the headquarters of Elon Musk's "Project Apollo?" Big Tech and the mainstream media have called this project "controversial"...

Click here to see the details because there's a lot of money at stake.
10/23/2023Waypoint Wealth Partners Inc.13,990$402K0.1%+38.4%0.192%
10/23/2023Trellis Wealth Advisors LLC76,972$2.21M1.4%+344.1%1.054%
10/23/2023Commonwealth Equity Services LLC22,445$644K0.0%+8.4%0.307%
10/19/2023Heritage Financial Services LLC118,304$3.40M0.7%+2.1%1.621%
10/17/2023Northland Capital Management LLC48,450$1.39M0.9%-15.9%0.664%
10/17/2023Five Oceans Advisors48,994$1.41M0.9%+31.7%0.671%
10/13/2023RAM Investment Partners LLC48,977$1.41M0.6%+9.4%0.671%
10/13/2023Retirement Solution Inc.397,587$11.42M3.8%+4.3%5.446%
10/12/2023 New Capital Management LP80,427$2.31M0.8%N/A1.102%
10/12/2023 AdvisorNet Financial Inc18,702$537K0.0%+21.9%0.256%
(Data available from 1/1/2016 forward)

DFSI Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of DFSI shares?

During the previous two years, 85 institutional investors and hedge funds held shares of Dimensional International Sustainability Core 1 ETF. The most heavily invested institutionals were Dimensional Fund Advisors LP ($11.12B), Quantum Financial Advisors LLC ($28.30M), AWM Capital LLC ($16.71M), Francis Financial Inc. ($15.56M), Abacus Wealth Partners LLC ($14.64M), Merriman Wealth Management LLC ($14.29M), and Retirement Solution Inc. ($13.04M).Learn more on DFSI's institutional investors.

Which institutional investors have been buying Dimensional International Sustainability Core 1 ETF stock?

Of the 84 institutional investors that purchased Dimensional International Sustainability Core 1 ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Quantum Financial Advisors LLC ($885.16K), AWM Capital LLC ($730.51K), Merriman Wealth Management LLC ($475.56K), Francis Financial Inc. ($462.09K), Abacus Wealth Partners LLC ($434.89K), Retirement Solution Inc. ($407.16K), and Dimensional Fund Advisors LP ($400K).

How much institutional buying is happening at Dimensional International Sustainability Core 1 ETF?

Institutional investors have bought a total of 7,276,262 shares in the last 24 months. This purchase volume represents approximately $218.03M in transactions.

Which Dimensional International Sustainability Core 1 ETF major shareholders have been selling company stock?

Of the 15 institutional investors that sold Dimensional International Sustainability Core 1 ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: AWM Capital LLC ($280.98K), Trellis Wealth Advisors LLC ($36.17K), New Capital Management LP ($31.84K), Northland Capital Management LLC ($9.66K), AdvisorNet Financial Inc ($9.66K), Grand Wealth Management LLC ($5.41K), and North Ridge Wealth Advisors Inc. ($4.73K).

How much institutional selling is happening at Dimensional International Sustainability Core 1 ETF?

Institutional investors have sold a total of 392,335 shares in the last 24 months. This volume of shares sold represents approximately $12.56M in transactions.


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This page (NYSEARCA:DFSI) was last updated on 4/24/2024 by MarketBeat.com Staff

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