We are live on ! Find out more
DFSI

Dimensional International Sustainability Core 1 ETF
DFSI

215 hedge funds and large institutions have $654M invested in Dimensional International Sustainability Core 1 ETF in 2025 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 107 increasing their positions, 51 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

222% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 9

110% more repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 51

14% more funds holding in top 10

Funds holding in top 10: 14 → 16 (+2)

10% more capital invested

Capital invested by funds: $595M → $654M (+$58.7M)

9% more funds holding

Funds holding: 198 → 215 (+17)

2.63% less ownership

Funds ownership: 72.29% → 69.66% (-2.6%)

Holders
215
Holders Change
+17
Holders Change %
+8.59%
% of All Funds
2.61%
Holding in Top 10
16
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+14.29%
% of All Funds
0.19%
New
29
Increased
107
Reduced
51
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Pathstone Holdings
Pathstone Holdings
New Jersey
+$9.55M
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$6.16M
3
Corient Private Wealth
Corient Private Wealth
Florida
+$3.98M
4
Raymond James Financial
Raymond James Financial
Florida
+$2.63M
5
SW
Simplicity Wealth
New Jersey
+$2.5M

Top Sellers

1
Jane Street
Jane Street
New York
-$7.39M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$3.01M
3
FTUS
Flow Traders U.S.
New York
-$2.99M
4
BJL
Brighton Jones LLC
Washington
-$2.89M
5
FPAS
Focus Partners Advisor Solutions
Missouri
-$1.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
PHWA
101
Petersen Hastings Wealth Advisors
Washington
$761K +$739K +17,762 New
NRWA
102
North Ridge Wealth Advisors
Oregon
$758K +$150K +3,602 +26%
RFP
103
Root Financial Partners
California
$745K +$242K +5,815 +50%
GWM
104
Grand Wealth Management
Michigan
$739K -$14K -336 -2%
PFS
105
Professional Financial Solutions
Virginia
$722K +$702K +16,859 New
HighTower Advisors
106
HighTower Advisors
Illinois
$710K +$39.3K +944 +6%
CCC
107
Compass Capital Corp
Massachusetts
$685K +$5.7K +137 +0.9%
HW
108
Hancock Whitney
Mississippi
$676K – – –
SIP
109
Sellwood Investment Partners
Oregon
$675K +$21K +504 +3%
W
110
WPWealth
Texas
$660K -$4K -96 -0.6%
AF
111
Advisornet Financial
Minnesota
$649K +$6.2K +149 +1%
UWM
112
United Wealth Management
Virginia
$638K – – –
SIC
113
Samalin Investment Counsel
New York
$630K +$37.5K +900 +7%
FWMP
114
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$594K +$2.33K +56 +0.4%
XPN
115
XY Planning Network
Montana
$573K +$305K +7,334 +121%
FTUS
116
Flow Traders U.S.
New York
$563K -$2.99M -71,700 -85%
VBA
117
von Borstel & Associates
Oregon
$561K +$4.29K +103 +0.8%
PAG
118
Private Advisor Group
New Jersey
$546K +$6.04K +145 +1%
WA
119
Waverly Advisors
Alabama
$541K – – –
Bank of Montreal
120
Bank of Montreal
Ontario, Canada
$539K -$14.5K -349 -3%
WAN
121
Wealth Advisors Northwest
Oregon
$534K +$60.6K +1,455 +13%
RCAG
122
Rehmann Capital Advisory Group
Michigan
$532K +$4.16K +100 +0.8%
IAG
123
Investment Advisory Group
Massachusetts
$526K – – –
EFP
124
EnRich Financial Partners
Wisconsin
$510K -$1.54K -37 -0.3%
FFP
125
Freedom Financial Partners
Minnesota
$509K +$2.58K +62 +0.5%
3 4
5
6 7

DFSI Hedge Fund Activity: Q4 2025 in Review

215 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Dimensional International Sustainability Core 1 ETF (DFSI) for Q4 2025, worth a combined $654M — up 9.9% from $595M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new DFSI positions and 9 closed out — a net gain of 20 holders — while 107 added to existing stakes and 51 trimmed.

The largest buyer was Pathstone Holdings, adding an estimated $9.55M. The largest seller was Jane Street, cutting an estimated $7.39M.

  • 215 institutional investors held Dimensional International Sustainability Core 1 ETF (DFSI) as of Q4 2025, up from 198 in Q3 2025.
  • Funds reported $654M of Dimensional International Sustainability Core 1 ETF stock for Q4 2025, up 9.9% quarter-over-quarter.
  • 29 funds opened new Dimensional International Sustainability Core 1 ETF positions in Q4 2025 and 9 closed out, a net change of +20 holders.
  • The largest Dimensional International Sustainability Core 1 ETF buyer in Q4 2025 was Pathstone Holdings, an estimated $9.55M added.
  • The largest Dimensional International Sustainability Core 1 ETF seller in Q4 2025 was Jane Street, an estimated $7.39M sold.

Based on aggregated 13F filings for Q4 2025.