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Dimensional International Sustainability Core 1 ETF (DFSI) Institutional Ownership

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(As of 05/17/2024 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)
78
Total
Institutional Inflows
(last 12 months)
$118.79M
Number of
Institutional Sellers
(last 12 months)
15
Total
Institutional Outflows
(last 12 months)
$12.70M
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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
5/15/2024 LRI Investments LLC1,527$51K0.0%N/A0.012%
5/14/2024 OLD Mission Capital LLC206,594$6.96M0.1%+29.6%1.640%
5/11/2024 Orion Capital Management LLC9,784$329K0.2%+4.7%0.078%
5/10/2024 Truepoint Inc.48,592$1.64M0.0%+30.0%0.386%
5/10/2024 Nwam LLC42,209$1.42M0.1%-7.4%0.335%
5/9/2024 Forum Financial Management LP261,860$8.82M0.2%+8.5%2.078%
5/7/2024 TCI Wealth Advisors Inc.11,138$375K0.0%+15.8%0.088%
5/4/2024 Financial Connections Group Inc.10,369$350K0.4%+91.9%0.084%
5/4/2024 Glassman Wealth Services3,985$134K0.0%+19.2%0.032%
5/3/2024 Schwarz Dygos Wheeler Investment Advisors LLC19,272$649K0.2%+13.5%0.157%
5/3/2024 Rehmann Capital Advisory Group7,308$246K0.0%N/A0.059%
5/1/2024 Private Advisor Group LLC12,032$405K0.0%N/A0.098%
4/30/2024 Hartline Investment Corp8,186$276K0.0%N/A0.067%
4/30/2024Commonwealth Equity Services LLC25,181$848K0.0%+11.8%0.205%
4/29/2024 RAM Investment Partners LLC54,556$1.84M0.6%+12.9%0.444%
4/26/2024 Quarry Hill Advisors LLC69,402$2.34M1.7%+4.6%0.564%
4/26/2024 Quantum Financial Advisors LLC881,224$29.67M5.2%-0.2%7.164%
4/26/2024 LifePro Asset Management10,983$370K0.2%N/A0.089%
4/24/2024 Waypoint Wealth Partners Inc.20,225$681K0.2%+37.2%0.164%
4/23/2024 Creative Capital Management Investments LLC8,513$287K0.1%+385.1%0.069%
4/22/2024 Trellis Wealth Advisors LLC41,444$1.40M0.8%+1.6%0.337%
4/20/2024 BetterWealth LLC37,767$1.27M0.4%+7.0%0.307%
4/19/2024 Level Financial Advisors11,129$375K0.2%+2,069.4%0.090%
4/19/2024 Northland Capital Management LLC49,081$1.65M1.2%-1.1%0.399%
4/19/2024 AWM Capital LLC496,190$16.71M2.8%+52.5%4.034%
4/18/2024 Shira Ridge Wealth Management24,242$816K0.5%+2.5%0.332%
4/18/2024 RHS Financial LLC7,153$241K0.1%N/A0.098%
4/18/2024 Francis Financial Inc.462,087$15.56M5.0%+11.0%6.330%
4/18/2024 Advisory Services & Investments LLC16,632$560K0.4%N/A0.228%
4/17/2024 Physician Wealth Advisors Inc.11,120$357K0.1%N/A0.152%
4/17/2024 Criterion Capital Advisors LLC1,417$48K0.0%+127.4%0.019%
4/16/2024 Wealth Enhancement Advisory Services LLC114,509$3.86M0.0%+9.2%1.569%
4/15/2024 Revolve 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%
2/14/2024 Syverson Strege & Co40,491$1.30M0.5%N/A0.555%
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2/14/2024 True Wealth Design LLC2,727$87K0.0%N/A0.037%
2/14/2024 Elevate Wealth Advisory Inc.2,399$77K0.1%N/A0.033%
2/13/2024 Belpointe Asset Management LLC24,184$775K0.1%N/A0.331%
2/12/2024 Adero Partners LLC378,936$12.14M1.0%+3.5%5.191%
2/9/2024 AWM Capital LLC325,367$10.42M1.9%-46.3%4.457%
2/9/2024 Corient Private Wealth LLC132,725$4.25M0.0%+1,044.0%1.818%
2/8/2024 Quarry Hill Advisors LLC66,322$2.12M1.7%+65.9%0.909%
2/8/2024 MB Generational Wealth LLC37,290$1.19M1.1%N/A0.511%
2/7/2024 Forum Financial Management LP241,246$7.73M0.1%+91.3%3.305%
2/7/2024 Hutchinson 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%
2/6/2024 Orion Capital Management LLC9,349$299K0.2%+3.7%0.128%
2/6/2024DiNuzzo Private Wealth Inc.29,525$946K0.1%N/A0.404%
2/5/2024 Savant Capital LLC57,365$1.84M0.0%+70.7%0.786%
2/5/2024 Brighton Jones LLC25,085$804K0.0%+185.7%0.344%
2/5/2024 Schwarz Dygos Wheeler Investment Advisors LLC16,980$544K0.2%+16.5%0.233%
2/2/2024 Addison Advisors LLC27,906$894K0.3%+276.3%0.382%
2/2/2024 Heritage Financial Services LLC122,235$3.92M0.7%+3.3%1.674%
2/2/2024 McClarren Financial Advisors Inc.3,601$115K0.1%-19.9%0.049%
2/2/2024 Retirement Solution Inc.407,159$13.04M3.9%+2.4%5.578%
2/2/2024 Morling Financial Advisors LLC7,075$227K0.2%N/A0.097%
2/1/2024 Parkside Financial Bank & Trust33,843$1.08M0.2%N/A0.464%
1/31/2024 Tanager Wealth Management LLP8,457$271K0.0%N/A0.116%
1/29/2024 Grand Wealth Management LLC17,721$568K0.3%-4.4%0.243%
1/29/2024 Cook Wealth Management Group LLC28,780$908K0.6%N/A0.394%
1/29/2024 Perigon Wealth Management LLC47,657$1.53M0.0%N/A0.653%
1/26/2024 Financial Connections Group Inc.5,402$173K0.1%+8.6%0.074%
1/24/2024 Northland Capital Management LLC49,616$1.59M1.1%+2.4%0.680%
1/23/2024 BetterWealth LLC35,309$1.13M0.4%+4.2%0.484%
1/23/2024 Planning Center Inc.191,984$6.15M1.4%+39.8%2.630%
1/23/2024 Private Ocean LLC41,155$1.32M0.1%N/A0.564%
1/22/2024 Five Oceans Advisors103,105$3.30M1.8%+110.4%1.412%
1/19/2024 Trellis 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%
1/18/2024 Francis Financial Inc.416,340$13.34M5.7%+20.4%5.703%
1/18/2024 North 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%
1/12/2024 Henrickson Nauta Wealth Advisors Inc.20,833$667K0.3%+28.7%0.285%
1/12/2024 Revolve Wealth Partners LLC27,236$872K0.2%N/A0.373%
1/11/2024 Shira Ridge Wealth Management23,642$757K0.5%+10.5%0.324%
1/9/2024 Quantum Financial Advisors LLC883,369$28.30M6.9%+1.3%12.101%
1/8/2024 RAM Investment Partners LLC48,341$1.55M0.5%-1.3%0.662%
1/5/2024 Apella Capital LLC23,684$743K0.0%+138.0%0.324%
11/30/2023 Modera Wealth Management LLC20,329$584K0.0%+7.7%0.278%
11/29/2023 Quantum 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%
11/16/2023 Orion Capital Management LLC9,018$259K0.2%N/A0.124%
11/14/2023 Waverly Advisors LLC21,454$616K0.0%-16.7%0.294%
11/13/2023 Asset Dedication LLC63,823$1.84M0.2%+30.1%0.874%
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11/13/2023 Abacus Wealth Partners LLC390,729$11.22M3.5%+9.2%5.352%
11/9/2023 Grand Wealth Management LLC18,530$532K0.3%-19.9%0.254%
11/8/2023Pathstone Family Office LLC111,250$3.19M0.0%+363.1%1.524%
11/7/2023 AWM Capital LLC606,343$17.41M3.5%+127.8%8.306%
11/7/2023 Addison Advisors LLC7,416$213K0.1%N/A0.102%
11/7/2023 Savant Capital LLC33,602$965K0.0%N/A0.460%
11/6/2023 Financial Connections Group Inc.4,976$142K0.2%+1,939.3%0.068%
11/6/2023 Forum Financial Management LP126,138$3.62M0.1%+167.0%1.728%
11/6/2023 McClarren Financial Advisors Inc.4,493$129K0.1%+68.3%0.062%
11/3/2023 Quarry Hill Advisors LLC39,982$1.15M1.1%+21.2%0.548%
(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, 91 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 ($29.67M), 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 90 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 7,422,550 shares in the last 24 months. This purchase volume represents approximately $222.96M in transactions.

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

Of the 16 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 397,829 shares in the last 24 months. This volume of shares sold represents approximately $12.74M in transactions.


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This page (NYSEARCA:DFSI) was last updated on 5/19/2024 by MarketBeat.com Staff

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