We are live on ! Find out more
DFSI

Dimensional International Sustainability Core 1 ETF
DFSI

181 hedge funds and large institutions have $425M invested in Dimensional International Sustainability Core 1 ETF in 2025 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 86 increasing their positions, 45 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

525% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 4

91% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 45

13% more capital invested

Capital invested by funds: $378M → $425M (+$47.6M)

11% more funds holding

Funds holding: 163 → 181 (+18)

9% more funds holding in top 10

Funds holding in top 10: 11 → 12 (+1)

1.81% less ownership

Funds ownership: 68.07% → 66.26% (-1.8%)

Holders
181
Holders Change
+18
Holders Change %
+11.04%
% of All Funds
2.43%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.16%
New
25
Increased
86
Reduced
45
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$20.6M
2
OMC
Old Mission Capital
Illinois
+$6.38M
3
Citadel Advisors
Citadel Advisors
Florida
+$6.21M
4
AC
AWM Capital
Arizona
+$2.31M
5
Jane Street
Jane Street
New York
+$2.06M

Top Sellers

Rank Fund Capital Flow
1
EFP
Elser Financial Planning
Indiana
-$7.31M
2
GA
Greenspring Advisors
Maryland
-$3.15M
3
NA
NewEdge Advisors
Louisiana
-$1.4M
4
RS
Retirement Solution
Washington
-$849K
5
FOA
Five Oceans Advisors
California
-$773K
Name Holding Trade Value Shares
Change 		Change in
Stake
WC
126
Wolfstich Capital
Massachusetts
$298K – – –
Osaic Holdings
127
Osaic Holdings
Arizona
$291K +$143K +4,114 +97%
FRA
128
Frank Rimerman Advisors
California
$290K – – –
BCA
129
Bay Colony Advisors
Massachusetts
$271K -$10.4K -300 -4%
VWM
130
Vermillion Wealth Management
Minnesota
$265K +$659 +19 +0.3%
JAA
131
Joel Adams & Associates
North Carolina
$259K +$3.4K +98 +1%
AF
132
Allworth Financial
California
$255K +$347 +10 +0.1%
BEW
133
Burton Enright Welch
California
$253K +$2.25K +65 +0.9%
RWM
134
Ruedi Wealth Management
Illinois
$253K +$1.94K +56 +0.8%
OCM
135
Orion Capital Management
California
$252K -$27K -778 -10%
MWA
136
Monograph Wealth Advisors
California
$251K +$250K +7,205 New
EFP
137
Envision Financial Planning
Tennessee
$248K +$590 +17 +0.2%
FWP
138
Family Wealth Partners
North Carolina
$244K +$13.1K +377 +6%
MWA
139
Mills Wealth Advisors
Texas
$234K -$104 -3 -0%
Envestnet Asset Management
140
Envestnet Asset Management
Illinois
$234K +$232K +6,695 New
MGWA
141
Monument Group Wealth Advisors
Massachusetts
$231K -$27.5K -794 -11%
ACC
142
Acorn Creek Capital
Colorado
$230K +$4.82K +139 +2%
CG
143
Caprock Group
Idaho
$225K – – –
PWM
144
Penobscot Wealth Management
Maine
$224K +$223K +6,425 New
PHWM
145
Pine Harbor Wealth Management
Maryland
$221K -$2.64K -76 -1%
CGL
146
Clarius Group LLC
Washington
$220K +$219K +6,314 New
RTL
147
Red Tortoise LLC
Georgia
$216K – – –
FAFN
148
First Affirmative Financial Network
Colorado
$216K +$214K +6,181 New
GLLW
149
Graves Light Lenhart Wealth
Virginia
$209K +$208K +5,996 New
FG
150
Foster Group
Iowa
$207K +$206K +5,937 New
4 5
6
7 8

DFSI Hedge Fund Activity: Q1 2025 in Review

181 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Dimensional International Sustainability Core 1 ETF (DFSI) for Q1 2025, worth a combined $425M — up 13% from $378M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new DFSI positions and 4 closed out — a net gain of 21 holders — while 86 added to existing stakes and 45 trimmed.

The largest buyer was Focus Partners Wealth, adding an estimated $20.6M. The largest seller was Elser Financial Planning, exiting entirely with an estimated $7.31M sold.

  • 181 institutional investors held Dimensional International Sustainability Core 1 ETF (DFSI) as of Q1 2025, up from 163 in Q4 2024.
  • Funds reported $425M of Dimensional International Sustainability Core 1 ETF stock for Q1 2025, up 13% quarter-over-quarter.
  • 25 funds opened new Dimensional International Sustainability Core 1 ETF positions in Q1 2025 and 4 closed out, a net change of +21 holders.
  • The largest Dimensional International Sustainability Core 1 ETF buyer in Q1 2025 was Focus Partners Wealth, an estimated $20.6M added.
  • The largest Dimensional International Sustainability Core 1 ETF seller in Q1 2025 was Elser Financial Planning, an estimated $7.31M sold.

Based on aggregated 13F filings for Q1 2025.