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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
WAN
101
Wealth Advisors Northwest
Oregon
$453K +$57.7K +1,663 +15%
AF
102
Advisornet Financial
Minnesota
$453K +$66.9K +1,930 +17%
WA
103
Waverly Advisors
Alabama
$440K -$10.4K -300 -2%
PAG
104
Private Advisor Group
New Jersey
$430K +$5.27K +152 +1%
IAG
105
Investment Advisory Group
Massachusetts
$428K – – –
FCG
106
Financial Connections Group
California
$422K +$49.5K +1,427 +13%
MA
107
McGrath & Associates
North Carolina
$421K +$419K +12,074 New
KP
108
Keel Point
Alabama
$403K +$12.4K +357 +3%
BGWM
109
Bridge Generations Wealth Management
Florida
$383K -$6.31K -182 -2%
RF
110
RHS Financial
California
$382K +$117K +3,363 +44%
MFA
111
Morling Financial Advisors
California
$376K +$85K +2,450 +29%
HighTower Advisors
112
HighTower Advisors
Illinois
$375K +$208 +6 +0.1%
RFP
113
Root Financial Partners
California
$371K +$368K +10,620 New
BPA
114
Beacon Pointe Advisors
California
$363K +$12.2K +351 +3%
Mercer Global Advisors
115
Mercer Global Advisors
Colorado
$361K +$359K +10,336 New
PWA
116
Physician Wealth Advisors
Utah
$358K – – –
FFG
117
First Financial Group
North Carolina
$357K +$66.1K +1,907 +23%
BA
118
Bridgewater Advisors
New York
$352K +$333K +9,593 New
FFM
119
Flagstone Financial Management
Nebraska
$351K +$3.64K +105 +1%
MWM
120
Meritas Wealth Management
California
$346K – – –
FFP
121
Freedom Financial Partners
Minnesota
$339K -$25.3K -729 -7%
Mariner
122
Mariner
Kansas
$333K – – –
RCAG
123
Rehmann Capital Advisory Group
Michigan
$325K – – –
AFG
124
Altiora Financial Group
Ohio
$317K – – –
EFP
125
EnRich Financial Partners
Wisconsin
$298K -$34K -981 -10%
3 4
5
6 7

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.