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Dimensional International Sustainability Core 1 ETF (DFSI) Institutional Ownership

$34.26
+0.37 (+1.09%)
(As of 11/5/2024 ET)
Compare

Institutional Ownership Changes (13F Filings) for Dimensional International Sustainability Core 1 ETF (NYSEARCA:DFSI)

Number of
Institutional Buyers
(last 12 months)
90
Total
Institutional Inflows
(last 12 months)
$105.27M
Number of
Institutional Sellers
(last 12 months)
22
Total
Institutional Outflows
(last 12 months)
$12.94M
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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
11/4/2024Addison Advisors LLC70,726$2.53M0.7%+46.8%0.561%
11/2/2024 Retirement Solution LLC405,070$14.49M3.5%-1.7%3.215%
11/2/2024 Francis Financial Inc.583,324$20.85M5.5%+13.7%4.630%
11/1/2024 Rockbridge Investment Management LCC43,939$1.57M0.2%+1.3%0.349%
10/31/2024 Wealth Architects LLC77,454$2.77M0.3%+24.9%0.615%
10/29/2024 Forum Financial Management LP284,521$10.17M0.2%+2.2%2.258%
10/29/2024 Pure Financial Advisors LLC36,254$1.30M0.0%+298.3%0.288%
10/29/2024 Chicago Partners Investment Group LLC18,424$633K0.0%+5.9%0.146%
10/29/2024 Creative Capital Management Investments LLC15,986$571K0.2%+87.8%0.127%
10/29/2024 Farther Finance Advisors LLC20,523$733K0.0%+26,903.9%0.163%
10/25/2024 Diversify Wealth Management LLC9,364$322K0.0%-8.2%0.074%
10/25/2024 Quarry Hill Advisors LLC88,515$3.16M2.1%+2.0%0.703%
10/25/2024 Geometric Wealth Advisors11,352$406K0.1%N/A0.090%
10/24/2024 TCI Wealth Advisors Inc.20,633$737K0.1%+66.9%0.164%
10/24/2024 Wealth Enhancement Advisory Services LLC130,067$4.65M0.0%+13.1%1.032%
10/23/2024 North Ridge Wealth Advisors Inc.16,072$574K0.4%+20.2%0.128%
10/23/2024 Heritage Financial Services LLC165,868$5.93M0.8%+2.6%1.316%
10/23/2024 Northland Capital Management LLC59,468$2.13M1.2%-0.9%0.472%
10/23/2024 Brighton Jones LLC41,325$1.48M0.1%+19.2%0.328%
10/23/2024 Tanager Wealth Management LLP10,401$372K0.1%+14.6%0.083%
10/22/2024 RAM Investment Partners LLC89,070$3.18M0.8%+23.4%0.707%
10/22/2024 BetterWealth LLC36,298$1.30M0.4%-2.3%0.288%
10/22/2024 Ruedi Wealth Management Inc.7,184$257K0.1%N/A0.057%
10/22/2024 Private Advisor Group LLC14,907$533K0.0%+5.9%0.118%
10/21/2024 Trellis Wealth Advisors LLC53,098$1.90M0.9%+4.8%0.421%
10/21/2024 Asset Planning Corporation21,208$758K0.5%+16.8%0.168%
10/19/2024McClarren Financial Advisors Inc.3,732$133K0.1%+5,641.5%0.030%
10/18/2024Revolve Wealth Partners LLC53,511$1.91M0.3%+12.3%0.425%
10/17/2024DiNuzzo Private Wealth Inc.29,303$1.05M0.1%+1.3%0.233%
10/16/2024 Physician Wealth Advisors Inc.10,260$357K0.1%-3.6%0.081%
10/16/2024 Asset Dedication LLC132,761$4.74M0.3%+13.3%1.054%
10/15/2024 von Borstel & Associates Inc.7,721$275K0.2%N/A0.061%
10/11/2024 Henrickson Nauta Wealth Advisors Inc.23,957$856K0.3%+7.5%0.190%
10/10/2024 Level Financial Advisors15,709$561K0.2%+6.1%0.125%
10/10/2024 Fiduciary Financial Group LLC14,040$490K0.1%+55.8%0.111%
10/9/2024 LifePro Asset Management18,382$657K0.4%+62.4%0.146%
10/8/2024 Cardinal Point Capital Management ULC66,650$2.38M0.4%+4.5%0.529%
10/7/2024 Foster Group Inc.5,610$200K0.0%N/A0.045%
10/7/2024 New Capital Management LP140,052$5.01M1.4%-1.0%1.112%
10/5/2024 Quantum Financial Advisors LLC944,996$33.77M5.3%+4.2%7.500%
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10/3/2024 Abacus Wealth Partners LLC497,482$17.78M2.7%+7.9%3.948%
10/3/2024 Apella Capital LLC102,077$3.60M0.1%+19.5%0.810%
10/3/2024 Meritas Wealth Management LLC8,958$320K0.2%N/A0.071%
8/19/2024Garde Capital Inc.56,851$1.87M0.1%+2.6%0.451%
8/16/2024NewEdge Advisors LLC89,249$2.94M0.0%+9.0%0.708%
8/14/2024RW Investment Management LLC89,709$2.96M0.4%+6.4%0.712%
8/13/2024Merriman Wealth Management LLC555,689$18.30M0.8%+1.9%4.410%
8/12/2024 Brighton Jones LLC34,682$1.14M0.0%+20.0%0.275%
8/8/2024Grand Wealth Management LLC15,806$521K0.3%-4.8%0.125%
8/6/2024Glassman Wealth Services2,896$95K0.0%-27.3%0.023%
8/6/2024 Asset Dedication LLC117,138$3.86M0.3%+12.3%0.930%
8/6/2024Monument Group Wealth Advisors LLC6,135$202K0.1%N/A0.049%
8/6/2024Savant Capital LLC64,716$2.13M0.0%+10.7%0.514%
8/5/2024 Quarry Hill Advisors LLC86,747$2.86M1.9%+25.0%0.688%
8/5/2024Addison Advisors LLC48,186$1.59M0.5%+15.3%0.382%
8/5/2024Parkside Financial Bank & Trust34,325$1.13M0.2%+1.3%0.272%
8/5/2024Truepoint Inc.55,580$1.83M0.1%+14.4%0.441%
8/2/2024Schwarz Dygos Wheeler Investment Advisors LLC18,556$611K0.2%-3.7%0.147%
7/31/2024 Henrickson Nauta Wealth Advisors Inc.22,285$734K0.3%+5.7%0.177%
7/31/2024 Bellevue Asset Management LLC2,000$66K0.0%N/A0.016%
7/31/2024 Asset Planning Corporation18,151$598K0.4%+20.7%0.144%
7/31/2024Commonwealth Equity Services LLC34,788$1.15M0.0%+38.2%0.276%
7/30/2024 Trellis Wealth Advisors LLC50,669$1.67M0.9%+22.3%0.402%
7/30/2024 North Ridge Wealth Advisors Inc.13,366$440K0.3%-4.2%0.106%
7/30/2024DiNuzzo Private Wealth Inc.28,926$953K0.1%-2.8%0.230%
7/30/2024Adero Partners LLC497,314$16.38M1.2%+12.0%3.947%
7/30/2024 Forum Financial Management LP278,299$9.17M0.2%+6.3%2.209%
7/30/2024 RAM Investment Partners LLC72,193$2.38M0.7%+32.3%0.573%
7/29/2024 Modera Wealth Management LLC17,932$591K0.0%-13.4%0.142%
7/26/2024Cordant Inc.17,610$580K0.3%+2.7%0.140%
7/25/2024 Retirement Solution LLC412,153$13.58M3.6%+1.2%3.271%
7/25/2024 Tanager Wealth Management LLP9,078$299K0.0%+4.2%0.072%
7/25/2024Waypoint Wealth Partners Inc.43,680$1.44M0.4%+116.0%0.347%
7/23/2024 Level Financial Advisors14,805$488K0.2%+33.0%0.118%
7/23/2024Elser Financial Planning Inc171,569$5.65M0.9%N/A1.362%
7/19/2024 BetterWealth LLC37,152$1.22M0.4%-1.6%0.295%
7/19/2024Revolve Wealth Partners LLC47,633$1.57M0.3%+25.7%0.378%
7/19/2024 Signature Resources Capital Management LLC1,049$35K0.0%+52.7%0.008%
7/18/2024 Pure Financial Advisors LLC9,103$300K0.0%N/A0.072%
7/18/2024 Fiduciary Financial Group LLC9,011$310K0.1%N/A0.072%
7/17/2024 Physician Wealth Advisors Inc.10,640$365K0.1%-4.3%0.084%
7/16/2024 RHS Financial LLC6,265$206K0.1%-12.4%0.050%
7/16/2024 Wealth Enhancement Advisory Services LLC115,011$3.79M0.0%+0.4%0.913%
7/15/2024 Quantum Financial Advisors LLC907,041$29.88M4.9%+2.9%7.199%
7/12/2024 Cardinal Point Capital Management ULC63,750$2.10M0.4%+544.6%0.506%
7/12/2024 Francis Financial Inc.512,912$16.90M5.1%+11.0%4.071%
7/12/2024 Shira Ridge Wealth Management24,542$808K0.5%+1.2%0.195%
7/11/2024Carlson Capital Management17,745$585K0.0%+4.5%0.141%
7/11/2024 Abacus Wealth Partners LLC461,199$15.19M2.5%+6.0%3.660%
7/11/2024 Family Wealth Partners LLC6,453$213K0.1%N/A0.051%
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7/10/2024 LifePro Asset Management11,319$373K0.3%+3.1%0.090%
7/10/2024 Five Oceans Advisors123,862$4.08M2.1%+1.0%0.983%
7/10/2024 Apella Capital LLC85,412$2.86M0.1%+19.8%0.678%
5/29/2024Garde Capital Inc.55,405$1.87M0.1%N/A0.440%
5/21/2024LRI Investments LLC1,527$51K0.0%N/A0.012%
5/15/2024LRI Investments LLC1,527$51K0.0%N/A0.012%
5/14/2024OLD Mission Capital LLC206,594$6.96M0.1%+29.6%1.640%
5/11/2024Orion Capital Management LLC9,784$329K0.2%+4.7%0.078%
5/10/2024Truepoint Inc.48,592$1.64M0.0%+30.0%0.386%
5/10/2024Nwam LLC42,209$1.42M0.1%-7.4%0.335%
(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, 112 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 ($33.77M), Francis Financial Inc. ($20.85M), Merriman Wealth Management LLC ($18.30M), Abacus Wealth Partners LLC ($17.78M), AWM Capital LLC ($16.71M), and Adero Partners LLC ($16.38M).Learn more on DFSI's institutional investors.

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

Of the 110 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 ($948.93K), AWM Capital LLC ($730.51K), Francis Financial Inc. ($583.32K), Abacus Wealth Partners LLC ($497.48K), Merriman Wealth Management LLC ($485.96K), 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 8,501,521 shares in the last 24 months. This purchase volume represents approximately $259.69M in transactions.

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

Of the 25 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 ($33.25K), Northland Capital Management LLC ($10.18K), AdvisorNet Financial Inc ($9.66K), Retirement Solution LLC ($7.08K), and Grand Wealth Management LLC ($6.22K).

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

Institutional investors have sold a total of 417,686 shares in the last 24 months. This volume of shares sold represents approximately $13.43M in transactions.


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This page (NYSEARCA:DFSI) was last updated on 11/5/2024 by MarketBeat.com Staff
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