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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
SIC
101
Samalin Investment Counsel
New York
$522K -$14.6K -394 -3%
FFM
102
Flagstone Financial Management
Nebraska
$515K +$112K +3,019 +30%
VBA
103
von Borstel & Associates
Oregon
$511K -$57.9K -1,560 -11%
HighTower Advisors
104
HighTower Advisors
Illinois
$503K +$74.3K +2,000 +19%
WA
105
Waverly Advisors
Alabama
$498K
PAG
106
Private Advisor Group
New Jersey
$494K +$8.13K +219 +2%
MA
107
McGrath & Associates
North Carolina
$484K +$7.99K +215 +2%
IAG
108
Investment Advisory Group
Massachusetts
$484K
BA
109
Bridgewater Advisors
New York
$469K +$86.8K +2,336 +24%
EFP
110
EnRich Financial Partners
Wisconsin
$468K +$124K +3,329 +39%
FFP
111
Freedom Financial Partners
Minnesota
$464K +$76.3K +2,054 +21%
KP
112
Keel Point
Alabama
$456K
GWA
113
Geometric Wealth Advisors
District of Columbia
$442K -$84.9K -2,286 -17%
BGWM
114
Bridge Generations Wealth Management
Florida
$433K -$37 -1 -0%
EWP
115
Elevation Wealth Partners
California
$429K +$405K +10,892 New
FFG
116
First Financial Group
North Carolina
$427K +$21.9K +589 +6%
MFA
117
Morling Financial Advisors
California
$426K +$1.15K +31 +0.3%
Cambridge Investment Research Advisors
118
Cambridge Investment Research Advisors
Iowa
$423K +$399K +10,728 New
RFP
119
Root Financial Partners
California
$422K +$3.34K +90 +0.8%
PCM
120
Passive Capital Management
Maryland
$421K -$89.2K -2,400 -18%
DWA
121
Delap Wealth Advisory
Oregon
$404K -$282K -7,604 -43%
MWM
122
Meritas Wealth Management
California
$391K
OFI
123
Outbound Financial Inc
Colorado
$386K +$364K +9,806 New
Mariner
124
Mariner
Kansas
$377K
Osaic Holdings
125
Osaic Holdings
Arizona
$371K +$39.6K +1,065 +13%

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.