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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
GWS
126
Glassman Wealth Services
Virginia
$532K +$42K +949 +8%
AF
127
Advisornet Financial
Minnesota
$531K -$115K -2,605 -17%
RCAG
128
Rehmann Capital Advisory Group
Michigan
$526K
IAG
129
Investment Advisory Group
Massachusetts
$520K
HIGP
130
Hill Investment Group Partners
Missouri
$520K +$42.2K +953 +8%
FFP
131
Freedom Financial Partners
Minnesota
$506K +$2.35K +53 +0.4%
BEW
132
Burton Enright Welch
California
$501K
VWM
133
Vermillion Wealth Management
Minnesota
$500K +$1.24K +28 +0.2%
EFP
134
EnRich Financial Partners
Wisconsin
$500K -$5.49K -124 -1%
EWP
135
Elevation Wealth Partners
California
$496K +$31.8K +719 +7%
MA
136
McGrath & Associates
North Carolina
$485K +$10.1K +228 +2%
Osaic Holdings
137
Osaic Holdings
Arizona
$480K +$60.2K +1,358 +14%
FPI
138
Financial Plan Inc
Washington
$475K +$69.5K +1,569 +16%
FFG
139
First Financial Group
North Carolina
$471K -$24.6K -555 -5%
FWP
140
Family Wealth Partners
North Carolina
$465K +$152K +3,439 +46%
PCM
141
Passive Capital Management
Maryland
$454K
Bank of Montreal
142
Bank of Montreal
Ontario, Canada
$452K -$85K -1,919 -15%
VPWA
143
Vestia Personal Wealth Advisors
Indiana
$448K +$232K +5,236 +98%
MWA
144
Mills Wealth Advisors
Texas
$446K +$161K +3,636 +53%
CG
145
Caprock Group
Idaho
$438K -$23.3K -527 -5%
RSWA
146
Robinson Smith Wealth Advisors
Maine
$438K -$797 -18 -0.2%
DWA
147
Delap Wealth Advisory
Oregon
$435K
MFA
148
Morling Financial Advisors
California
$430K -$42.3K -955 -9%
EFP
149
Envision Financial Planning
Tennessee
$416K +$50.6K +1,142 +13%
OPF
150
Old Peak Finance
North Carolina
$413K +$9.61K +217 +2%