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DFSI

Dimensional International Sustainability Core 1 ETF
DFSI

190 hedge funds and large institutions have $515M invested in Dimensional International Sustainability Core 1 ETF in 2025 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 87 increasing their positions, 51 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 8

71% more repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 51

21% more capital invested

Capital invested by funds: $425M → $515M (+$89.6M)

8% more funds holding in top 10

Funds holding in top 10: 12 → 13 (+1)

5% more funds holding

Funds holding: 181 → 190 (+9)

2.88% more ownership

Funds ownership: 66.26% → 69.14% (+2.9%)

Holders
190
Holders Change
+9
Holders Change %
+4.97%
% of All Funds
2.5%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.17%
New
22
Increased
87
Reduced
51
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$19.7M
2
HIF
Hill Island Financial
Michigan
+$6.89M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$5M
4
TFP
Triune Financial Partners
Kansas
+$4.21M
5
Pathstone Holdings
Pathstone Holdings
New Jersey
+$3.61M

Top Sellers

Rank Fund Capital Flow
1
AC
AWM Capital
Arizona
-$11.3M
2
Citadel Advisors
Citadel Advisors
Florida
-$6.6M
3
OMC
Old Mission Capital
Illinois
-$4.8M
4
Corient Private Wealth
Corient Private Wealth
Florida
-$2.62M
5
QFA
Quantum Financial Advisors
California
-$1.96M
Name Holding Trade Value Shares
Change 		Change in
Stake
TFP
26
Triune Financial Partners
Kansas
$4.47M +$4.21M +113,442 New
ADL
27
Asset Dedication LLC
California
$4.42M +$28.9K +779 +0.7%
WA
28
Wealth Architects
California
$4.39M +$643K +17,314 +18%
PFA
29
Pure Financial Advisors
California
$4.21M +$1.25M +33,544 +46%
FPAS
30
Focus Partners Advisor Solutions
Missouri
$4.1M +$37.2K +1,002 +1%
QHA
31
Quarry Hill Advisors
Minnesota
$3.69M -$163K -4,390 -4%
PWM
32
Perigon Wealth Management
California
$3.56M +$63K +1,695 +2%
AA
33
Addison Advisors
Vermont
$3.32M -$85.7K -2,306 -3%
ACM
34
Aspen Capital Management
Idaho
$3.23M +$1.35M +36,423 +80%
RIM
35
RW Investment Management
Idaho
$3.21M -$11.1K -300 -0.4%
GC
36
Garde Capital
Washington
$3.17M +$320K +8,609 +12%
WWP
37
Waypoint Wealth Partners
California
$3.06M +$793K +21,341 +38%
MWM
38
Momentous Wealth Management
Washington
$3.05M +$250K +6,731 +10%
SC
39
Savant Capital
Illinois
$3.02M -$177K -4,753 -6%
Corient Private Wealth
40
Corient Private Wealth
Florida
$2.95M -$2.62M -70,571 -48%
AIM
41
Archer Investment Management
Texas
$2.95M -$504K -13,581 -15%
BJL
42
Brighton Jones LLC
Washington
$2.79M +$119K +3,209 +5%
CPCM
43
Cardinal Point Capital Management
Ontario, Canada
$2.72M -$30.3K -815 -1%
TI
44
Truepoint Inc
Ohio
$2.63M -$377K -10,155 -13%
RWP
45
Revolve Wealth Partners
New Jersey
$2.56M -$38.1K -1,027 -2%
Betterment LLC
46
Betterment LLC
New York
$2.52M +$437K +11,773 +23%
WANY
47
Wealthspire Advisors (New York)
New York
$2.49M +$5.79K +156 +0.2%
MWG
48
Martin Worley Group
Utah
$2.32M -$345K -9,299 -14%
NA
49
NewEdge Advisors
Louisiana
$2.28M -$49.9K -1,344 -2%
CFGA
50
Cambridge Financial Group (Arizona)
Arizona
$2.22M +$324K +8,726 +18%
1
2
3 4 5

DFSI Hedge Fund Activity: Q2 2025 in Review

190 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Dimensional International Sustainability Core 1 ETF (DFSI) for Q2 2025, worth a combined $515M — up 21% from $425M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new DFSI positions and 8 closed out — a net gain of 14 holders — while 87 added to existing stakes and 51 trimmed.

The largest buyer was Focus Partners Wealth, adding an estimated $19.7M. The largest seller was AWM Capital, cutting an estimated $11.3M.

  • 190 institutional investors held Dimensional International Sustainability Core 1 ETF (DFSI) as of Q2 2025, up from 181 in Q1 2025.
  • Funds reported $515M of Dimensional International Sustainability Core 1 ETF stock for Q2 2025, up 21% quarter-over-quarter.
  • 22 funds opened new Dimensional International Sustainability Core 1 ETF positions in Q2 2025 and 8 closed out, a net change of +14 holders.
  • The largest Dimensional International Sustainability Core 1 ETF buyer in Q2 2025 was Focus Partners Wealth, an estimated $19.7M added.
  • The largest Dimensional International Sustainability Core 1 ETF seller in Q2 2025 was AWM Capital, an estimated $11.3M sold.

Based on aggregated 13F filings for Q2 2025.