We are live on ! Find out more
DFSI

Dimensional International Sustainability Core 1 ETF
DFSI

198 hedge funds and large institutions have $595M invested in Dimensional International Sustainability Core 1 ETF in 2025 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 104 increasing their positions, 40 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 6

160% more repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 40

16% more capital invested

Capital invested by funds: $515M → $595M (+$80.2M)

8% more funds holding in top 10

Funds holding in top 10: 13 → 14 (+1)

4% more funds holding

Funds holding: 190 → 198 (+8)

3.14% more ownership

Funds ownership: 69.14% → 72.29% (+3.1%)

Holders
198
Holders Change
+8
Holders Change %
+4.21%
% of All Funds
2.6%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.18%
New
20
Increased
104
Reduced
40
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Pathstone Holdings
Pathstone Holdings
New Jersey
+$5.01M
2
FOA
Five Oceans Advisors
California
+$4.81M
3
BPA
Beacon Pointe Advisors
California
+$4.42M
4
FTUS
Flow Traders U.S.
New York
+$3.4M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$2.94M

Top Sellers

1
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$5.3M
2
OMC
Old Mission Capital
Illinois
-$2.15M
3
NA
NewEdge Advisors
Louisiana
-$1.36M
4
QFA
Quantum Financial Advisors
California
-$764K
5
RS
Retirement Solution
Washington
-$482K
Name Holding Trade Value Shares
Change 		Change in
Stake
CCC
101
Compass Capital Corp
Massachusetts
$612K +$18.9K +472 +3%
UWM
102
United Wealth Management
Virginia
$610K – – –
NRWA
103
North Ridge Wealth Advisors
Oregon
$577K +$3.09K +77 +0.5%
SIC
104
Samalin Investment Counsel
New York
$565K +$22.4K +560 +4%
FWMP
105
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$565K +$842 +21 +0.2%
MPCL
106
My Personal CFO LLC
Washington
$565K +$553K +13,801 New
FEG
107
Fund Evaluation Group
Ohio
$554K – – –
VBA
108
von Borstel & Associates
Oregon
$539K -$1.64K -41 -0.3%
Bank of Montreal
109
Bank of Montreal
Ontario, Canada
$529K +$352K +8,784 +212%
TWM
110
Tanager Wealth Management
United Kingdom
$518K -$66.1K -1,649 -12%
WA
111
Waverly Advisors
Alabama
$517K – – –
PAG
112
Private Advisor Group
New Jersey
$515K +$2.04K +51 +0.4%
Goldman Sachs
113
Goldman Sachs
New York
$505K +$494K +12,333 New
RCAG
114
Rehmann Capital Advisory Group
Michigan
$504K +$120K +3,000 +32%
MA
115
McGrath & Associates
North Carolina
$504K +$401 +10 +0.1%
IAG
116
Investment Advisory Group
Massachusetts
$503K – – –
KAS
117
Kestra Advisory Services
Texas
$501K -$388K -9,687 -44%
EFP
118
EnRich Financial Partners
Wisconsin
$489K +$2.73K +68 +0.6%
GWS
119
Glassman Wealth Services
Virginia
$484K +$109K +2,716 +30%
FFP
120
Freedom Financial Partners
Minnesota
$484K +$1.64K +41 +0.3%
VWM
121
Vermillion Wealth Management
Minnesota
$480K +$134K +3,335 +40%
RFP
122
Root Financial Partners
California
$474K +$34.5K +861 +8%
CG
123
Caprock Group
Idaho
$461K +$458K +11,435 New
FFG
124
First Financial Group
North Carolina
$457K +$13.9K +348 +3%
WAN
125
Wealth Advisors Northwest
Oregon
$451K -$99.1K -2,473 -18%
3 4
5
6 7

DFSI Hedge Fund Activity: Q3 2025 in Review

198 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Dimensional International Sustainability Core 1 ETF (DFSI) for Q3 2025, worth a combined $595M — up 16% from $515M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new DFSI positions and 6 closed out — a net gain of 14 holders — while 104 added to existing stakes and 40 trimmed.

The largest buyer was Pathstone Holdings, adding an estimated $5.01M. The largest seller was Thrivent Financial for Lutherans, exiting entirely with an estimated $5.3M sold.

  • 198 institutional investors held Dimensional International Sustainability Core 1 ETF (DFSI) as of Q3 2025, up from 190 in Q2 2025.
  • Funds reported $595M of Dimensional International Sustainability Core 1 ETF stock for Q3 2025, up 16% quarter-over-quarter.
  • 20 funds opened new Dimensional International Sustainability Core 1 ETF positions in Q3 2025 and 6 closed out, a net change of +14 holders.
  • The largest Dimensional International Sustainability Core 1 ETF buyer in Q3 2025 was Pathstone Holdings, an estimated $5.01M added.
  • The largest Dimensional International Sustainability Core 1 ETF seller in Q3 2025 was Thrivent Financial for Lutherans, an estimated $5.3M sold.

Based on aggregated 13F filings for Q3 2025.