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DFSI

Dimensional International Sustainability Core 1 ETF

190 hedge funds and large institutions have $515M invested in Dimensional International Sustainability Core 1 ETF in 2025 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 87 increasing their positions, 51 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 8

71% more repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 51

21% more capital invested

Capital invested by funds: $425M → $515M (+$89.6M)

8% more funds holding in top 10

Funds holding in top 10: 1213 (+1)

5% more funds holding

Funds holding: 181190 (+9)

2.88% more ownership

Funds ownership: 66.26%69.14% (+2.9%)

Holders
190
Holders Change
+9
Holders Change %
+4.97%
% of All Funds
2.5%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.17%
New
22
Increased
87
Reduced
51
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RCAG
126
Rehmann Capital Advisory Group
Michigan
$367K
PWA
127
Physician Wealth Advisors
Utah
$364K -$37.9K -1,021 -10%
GWS
128
Glassman Wealth Services
Virginia
$359K +$189K +5,088 +127%
AFG
129
Altiora Financial Group
Ohio
$359K
EFP
130
Envision Financial Planning
Tennessee
$342K +$58.3K +1,570 +22%
VWM
131
Vermillion Wealth Management
Minnesota
$330K +$28.6K +770 +10%
FRA
132
Frank Rimerman Advisors
California
$328K
TWD
133
True Wealth Design
Ohio
$323K +$161K +4,336 +113%
BOC
134
Blue Oak Capital
California
$311K +$293K +7,885 New
BCA
135
Bay Colony Advisors
Massachusetts
$303K
PWM
136
Penobscot Wealth Management
Maine
$297K +$40.9K +1,102 +17%
APC
137
Asset Planning Corporation
Tennessee
$292K -$1.05M -28,354 -79%
RWM
138
Ruedi Wealth Management
Illinois
$289K +$3.42K +92 +1%
JAA
139
Joel Adams & Associates
North Carolina
$288K -$4.5K -121 -2%
BEW
140
Burton Enright Welch
California
$288K +$1.86K +50 +0.7%
AF
141
Allworth Financial
California
$280K +$1.56K +42 +0.6%
OCM
142
Orion Capital Management
California
$271K -$12.8K -344 -5%
PB
143
Prime Buchholz
New Hampshire
$269K +$253K +6,814 New
FWP
144
Family Wealth Partners
North Carolina
$264K -$10.6K -284 -4%
MWA
145
Mills Wealth Advisors
Texas
$263K -$1K -27 -0.4%
ACC
146
Acorn Creek Capital
Colorado
$262K +$2.42K +65 +1%
MGWA
147
Monument Group Wealth Advisors
Massachusetts
$261K
BPA
148
Beacon Pointe Advisors
California
$260K -$141K -3,803 -37%
CGL
149
Clarius Group LLC
Washington
$260K +$10.8K +290 +5%
PHWM
150
Pine Harbor Wealth Management
Maryland
$251K +$743 +20 +0.3%

DFSI Hedge Fund Activity: Q2 2025 in Review

190 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Dimensional International Sustainability Core 1 ETF (DFSI) for Q2 2025, worth a combined $515M — up 21% from $425M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new DFSI positions and 8 closed out — a net gain of 14 holders — while 87 added to existing stakes and 51 trimmed.

The largest buyer was Focus Partners Wealth, adding an estimated $19.7M. The largest seller was AWM Capital, cutting an estimated $11.3M.

  • 190 institutional investors held Dimensional International Sustainability Core 1 ETF (DFSI) as of Q2 2025, up from 181 in Q1 2025.
  • Funds reported $515M of Dimensional International Sustainability Core 1 ETF stock for Q2 2025, up 21% quarter-over-quarter.
  • 22 funds opened new Dimensional International Sustainability Core 1 ETF positions in Q2 2025 and 8 closed out, a net change of +14 holders.
  • The largest Dimensional International Sustainability Core 1 ETF buyer in Q2 2025 was Focus Partners Wealth, an estimated $19.7M added.
  • The largest Dimensional International Sustainability Core 1 ETF seller in Q2 2025 was AWM Capital, an estimated $11.3M sold.

Based on aggregated 13F filings for Q2 2025.