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DFSI

Dimensional International Sustainability Core 1 ETF
DFSI

181 hedge funds and large institutions have $425M invested in Dimensional International Sustainability Core 1 ETF in 2025 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 86 increasing their positions, 45 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

525% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 4

91% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 45

13% more capital invested

Capital invested by funds: $378M → $425M (+$47.6M)

11% more funds holding

Funds holding: 163 → 181 (+18)

9% more funds holding in top 10

Funds holding in top 10: 11 → 12 (+1)

1.81% less ownership

Funds ownership: 68.07% → 66.26% (-1.8%)

Holders
181
Holders Change
+18
Holders Change %
+11.04%
% of All Funds
2.43%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.16%
New
25
Increased
86
Reduced
45
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$20.6M
2
OMC
Old Mission Capital
Illinois
+$6.38M
3
Citadel Advisors
Citadel Advisors
Florida
+$6.21M
4
AC
AWM Capital
Arizona
+$2.31M
5
Jane Street
Jane Street
New York
+$2.06M

Top Sellers

Rank Fund Capital Flow
1
EFP
Elser Financial Planning
Indiana
-$7.31M
2
GA
Greenspring Advisors
Maryland
-$3.15M
3
NA
NewEdge Advisors
Louisiana
-$1.4M
4
RS
Retirement Solution
Washington
-$849K
5
FOA
Five Oceans Advisors
California
-$773K
Name Holding Trade Value Shares
Change 		Change in
Stake
CFGA
51
Cambridge Financial Group (Arizona)
Arizona
$1.67M +$152K +4,389 +10%
SSC
52
Syverson Strege & Co
Iowa
$1.67M +$154K +4,446 +10%
RIM
53
Rockbridge Investment Management
New York
$1.6M +$5.58K +161 +0.4%
HCM
54
Hutchinson Capital Management
California
$1.6M – – –
ACM
55
Aspen Capital Management
Idaho
$1.59M +$1.58M +45,436 New
Commonwealth Equity Services
56
Commonwealth Equity Services
Massachusetts
$1.5M +$150K +4,311 +11%
HNWA
57
Henrickson Nauta Wealth Advisors
Michigan
$1.44M +$527K +15,180 +55%
PFBT
58
Parkside Financial Bank & Trust
Missouri
$1.42M +$105K +3,036 +8%
NL
59
NWAM LLC
Washington
$1.32M -$159K -4,579 -11%
APC
60
Asset Planning Corporation
Tennessee
$1.25M +$501K +14,437 +68%
MGW
61
MB Generational Wealth
Washington
$1.22M -$5.51K -159 -0.5%
CW
62
Cook Wealth
North Carolina
$1.18M -$8.81K -254 -0.8%
Goldman Sachs
63
Goldman Sachs
New York
$1.12M +$1.11M +32,014 New
SFA
64
Sequoia Financial Advisors
Ohio
$1.09M +$1.08M +31,207 New
CFA
65
Cahill Financial Advisors
Minnesota
$1.07M +$224K +6,457 +27%
DPW
66
DiNuzzo Private Wealth
Pennsylvania
$1.04M -$13.7K -394 -1%
B
67
BetterWealth
California
$963K -$333K -9,615 -26%
LFA
68
Level Financial Advisors
New York
$938K +$18.8K +542 +2%
FFA
69
Farther Finance Advisors
California
$934K +$54.9K +1,583 +6%
KAS
70
Kestra Advisory Services
Texas
$933K +$39.9K +1,151 +4%
CCMI
71
Creative Capital Management Investments
California
$886K +$147K +4,241 +20%
LPL Financial
72
LPL Financial
California
$873K +$155K +4,481 +22%
JC
73
Jentner Corp
Ohio
$872K – – –
EWA
74
EP Wealth Advisors
California
$827K -$488K -14,066 -37%
TWA
75
TCI Wealth Advisors
Arizona
$797K +$20.6K +594 +3%
1 2
3
4 5

DFSI Hedge Fund Activity: Q1 2025 in Review

181 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Dimensional International Sustainability Core 1 ETF (DFSI) for Q1 2025, worth a combined $425M — up 13% from $378M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new DFSI positions and 4 closed out — a net gain of 21 holders — while 86 added to existing stakes and 45 trimmed.

The largest buyer was Focus Partners Wealth, adding an estimated $20.6M. The largest seller was Elser Financial Planning, exiting entirely with an estimated $7.31M sold.

  • 181 institutional investors held Dimensional International Sustainability Core 1 ETF (DFSI) as of Q1 2025, up from 163 in Q4 2024.
  • Funds reported $425M of Dimensional International Sustainability Core 1 ETF stock for Q1 2025, up 13% quarter-over-quarter.
  • 25 funds opened new Dimensional International Sustainability Core 1 ETF positions in Q1 2025 and 4 closed out, a net change of +21 holders.
  • The largest Dimensional International Sustainability Core 1 ETF buyer in Q1 2025 was Focus Partners Wealth, an estimated $20.6M added.
  • The largest Dimensional International Sustainability Core 1 ETF seller in Q1 2025 was Elser Financial Planning, an estimated $7.31M sold.

Based on aggregated 13F filings for Q1 2025.