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DFSI

Dimensional International Sustainability Core 1 ETF

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: 163181 (+18)

9% more funds holding in top 10

Funds holding in top 10: 1112 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
CPIG
76
Chicago Partners Investment Group
Illinois
$744K +$36.1K +1,041 +5%
SDWIA
77
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$735K -$21.7K -626 -3%
CI
78
Cordant Inc
Oregon
$733K -$23.9K -689 -3%
MWM
79
Modera Wealth Management
New Jersey
$732K -$47.3K -1,365 -6%
LAMC
80
Longview Asset Management (California)
California
$720K +$26.3K +758 +4%
SW
81
Simplicity Wealth
New Jersey
$718K +$714K +20,583 New
BWA
82
Babb Wealth Advisors
Arizona
$718K -$78K -2,248 -10%
SRWM
83
Shira Ridge Wealth Management
California
$662K -$193K -5,568 -23%
Raymond James Financial
84
Raymond James Financial
Florida
$636K +$633K +18,237 New
DWA
85
Delap Wealth Advisory
Oregon
$623K
WMS
86
Wealth Management Strategies
Pennsylvania
$606K +$353K +10,180 +142%
NRWA
87
North Ridge Wealth Advisors
Oregon
$586K -$1.04K -30 -0.2%
W
88
WPWealth
Texas
$550K +$127K +3,670 +30%
HW
89
Hancock Whitney
Mississippi
$550K +$547K +15,774 New
EFN
90
Equita Financial Network
Pennsylvania
$543K +$126K +3,635 +30%
GWM
91
Grand Wealth Management
Michigan
$525K -$13.9K -401 -3%
UWM
92
United Wealth Management
Virginia
$524K +$12.9K +373 +3%
CCC
93
Compass Capital Corp
Massachusetts
$519K -$144K -4,158 -22%
VBA
94
von Borstel & Associates
Oregon
$509K +$4.61K +133 +0.9%
FFG
95
Fiduciary Financial Group
California
$505K -$63.8K -1,838 -11%
FWMP
96
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$478K +$104 +3 +0%
SIC
97
Samalin Investment Counsel
New York
$476K +$473K +13,642 New
GWA
98
Geometric Wealth Advisors
District of Columbia
$471K +$1.18K +34 +0.3%
TWM
99
Tanager Wealth Management
United Kingdom
$466K -$277 -8 -0.1%
PCM
100
Passive Capital Management
Maryland
$457K

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.