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DFSI

Dimensional International Sustainability Core 1 ETF

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: 1213 (+1)

5% more funds holding

Funds holding: 181190 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
SC
76
Schubert & Co
Texas
$981K +$925K +24,904 New
LAMC
77
Longview Asset Management (California)
California
$974K +$152K +4,084 +20%
KAS
78
Kestra Advisory Services
Texas
$864K -$179K -4,831 -18%
SDWIA
79
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$830K
MWM
80
Modera Wealth Management
New Jersey
$828K +$1.49K +40 +0.2%
CI
81
Cordant Inc
Oregon
$821K -$6.02K -162 -0.8%
CPIG
82
Chicago Partners Investment Group
Illinois
$807K +$74 +2 +0%
BWA
83
Babb Wealth Advisors
Arizona
$796K -$13.3K -358 -2%
FCG
84
Financial Connections Group
California
$775K +$281K +7,574 +63%
SRWM
85
Shira Ridge Wealth Management
California
$748K
FFG
86
Fiduciary Financial Group
California
$687K +$87.4K +2,353 +16%
AF
87
Advisornet Financial
Minnesota
$654K +$134K +3,607 +28%
HW
88
Hancock Whitney
Mississippi
$622K
W
89
WPWealth
Texas
$589K -$31K -834 -5%
UWM
90
United Wealth Management
Virginia
$587K -$4.9K -132 -0.9%
GWM
91
Grand Wealth Management
Michigan
$586K -$6.91K -186 -1%
SIP
92
Sellwood Investment Partners
Oregon
$569K +$536K +14,431 New
CCC
93
Compass Capital Corp
Massachusetts
$564K -$24.7K -665 -4%
TWM
94
Tanager Wealth Management
United Kingdom
$564K +$35.4K +954 +7%
EWA
95
EP Wealth Advisors
California
$559K -$354K -9,521 -40%
NRWA
96
North Ridge Wealth Advisors
Oregon
$552K -$103K -2,785 -17%
FWMP
97
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$543K +$2.71K +73 +0.5%
FEG
98
Fund Evaluation Group
Ohio
$533K +$503K +13,534 New
WAN
99
Wealth Advisors Northwest
Oregon
$531K +$18.1K +488 +4%
Envestnet Asset Management
100
Envestnet Asset Management
Illinois
$526K +$247K +6,641 +99%

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.