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DFSI

Dimensional International Sustainability Core 1 ETF

227 hedge funds and large institutions have $685M invested in Dimensional International Sustainability Core 1 ETF in 2026 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 103 increasing their positions, 75 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

267% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 6

37% more repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 75

6% more funds holding

Funds holding: 215227 (+12)

5% more capital invested

Capital invested by funds: $654M → $685M (+$31.2M)

0.1% more ownership

Funds ownership: 69.66%69.76% (+0.1%)

13% less funds holding in top 10

Funds holding in top 10: 1614 (-2)

Holders
227
Holders Change
+12
Holders Change %
+5.58%
% of All Funds
2.79%
Holding in Top 10
14
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-12.5%
% of All Funds
0.17%
New
22
Increased
103
Reduced
75
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NRWA
101
North Ridge Wealth Advisors
Oregon
$760K +$10.6K +240 +1%
SRWM
102
Shira Ridge Wealth Management
California
$753K -$64.9K -1,464 -8%
Susquehanna International Group
103
Susquehanna International Group
Pennsylvania
$753K +$786K +17,752 New
MWM
104
Modera Wealth Management
New Jersey
$734K -$135K -3,044 -15%
MWM
105
Meritas Wealth Management
California
$732K +$305K +6,880 +66%
PHWA
106
Petersen Hastings Wealth Advisors
Washington
$729K -$25.3K -571 -3%
VBA
107
von Borstel & Associates
Oregon
$726K +$178K +4,028 +31%
SCA
108
Sensenig Capital Advisors
Pennsylvania
$717K -$50.3K -1,135 -6%
PFS
109
Professional Financial Solutions
Virginia
$717K +$1.86K +42 +0.2%
HW
110
Hancock Whitney
Mississippi
$706K
TFM
111
Trademark Financial Management
Minnesota
$704K -$59K -1,332 -7%
SDWIA
112
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$693K -$93.6K -2,114 -11%
CCC
113
Compass Capital Corp
Massachusetts
$676K +$4.21K +95 +0.6%
SIC
114
Samalin Investment Counsel
New York
$673K +$51.3K +1,159 +8%
MMA
115
Miracle Mile Advisors
California
$670K -$196K -4,427 -22%
SIP
116
Sellwood Investment Partners
Oregon
$668K
W
117
WPWealth
Texas
$656K +$2.7K +61 +0.4%
UWM
118
United Wealth Management
Virginia
$628K -$4.16K -94 -0.6%
WAN
119
Wealth Advisors Northwest
Oregon
$605K +$80.1K +1,808 +15%
FWMP
120
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$589K +$1.2K +27 +0.2%
XPN
121
XY Planning Network
Montana
$579K +$975 +22 +0.2%
MFC
122
Morris Financial Concepts
South Carolina
$575K +$374K +8,440 +164%
JAA
123
Joel Adams & Associates
North Carolina
$553K +$214K +4,838 +59%
WA
124
Waverly Advisors
Alabama
$552K +$17.3K +390 +3%
PAG
125
Private Advisor Group
New Jersey
$542K +$1.82K +41 +0.3%