We are live on ! Find out more
DFSI

Dimensional International Sustainability Core 1 ETF
DFSI

198 hedge funds and large institutions have $595M invested in Dimensional International Sustainability Core 1 ETF in 2025 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 104 increasing their positions, 40 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 6

160% more repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 40

16% more capital invested

Capital invested by funds: $515M → $595M (+$80.2M)

8% more funds holding in top 10

Funds holding in top 10: 13 → 14 (+1)

4% more funds holding

Funds holding: 190 → 198 (+8)

3.14% more ownership

Funds ownership: 69.14% → 72.29% (+3.1%)

Holders
198
Holders Change
+8
Holders Change %
+4.21%
% of All Funds
2.6%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.18%
New
20
Increased
104
Reduced
40
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Pathstone Holdings
Pathstone Holdings
New Jersey
+$5.01M
2
FOA
Five Oceans Advisors
California
+$4.81M
3
BPA
Beacon Pointe Advisors
California
+$4.42M
4
FTUS
Flow Traders U.S.
New York
+$3.4M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$2.94M

Top Sellers

1
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$5.3M
2
OMC
Old Mission Capital
Illinois
-$2.15M
3
NA
NewEdge Advisors
Louisiana
-$1.36M
4
QFA
Quantum Financial Advisors
California
-$764K
5
RS
Retirement Solution
Washington
-$482K
Name Holding Trade Value Shares
Change 		Change in
Stake
BGWM
126
Bridge Generations Wealth Management
Florida
$449K – – –
EWP
127
Elevation Wealth Partners
California
$448K +$1.56K +39 +0.4%
MFA
128
Morling Financial Advisors
California
$445K +$2.69K +67 +0.6%
PCM
129
Passive Capital Management
Maryland
$438K – – –
DWA
130
Delap Wealth Advisory
Oregon
$423K – – –
DF
131
Define Financial
California
$411K +$403K +10,047 New
MWM
132
Meritas Wealth Management
California
$406K – – –
GWA
133
Geometric Wealth Advisors
District of Columbia
$402K -$55.6K -1,388 -12%
BEW
134
Burton Enright Welch
California
$401K +$99.5K +2,482 +34%
OFI
135
Outbound Financial Inc
Colorado
$395K -$6.41K -160 -2%
Mariner
136
Mariner
Kansas
$391K – – –
PWA
137
Physician Wealth Advisors
Utah
$378K – – –
Osaic Holdings
138
Osaic Holdings
Arizona
$377K -$7.93K -198 -2%
AFG
139
Altiora Financial Group
Ohio
$373K – – –
EFP
140
Envision Financial Planning
Tennessee
$371K +$15.3K +383 +4%
TWD
141
True Wealth Design
Ohio
$347K +$11.5K +286 +3%
FRA
142
Frank Rimerman Advisors
California
$341K – – –
JAA
143
Joel Adams & Associates
North Carolina
$323K +$23.2K +579 +8%
MMA
144
Miracle Mile Advisors
California
$323K +$316K +7,885 New
RSWA
145
Robinson Smith Wealth Advisors
Maine
$314K +$72.4K +1,806 +31%
PWM
146
Penobscot Wealth Management
Maine
$312K +$3.53K +88 +1%
APC
147
Asset Planning Corporation
Tennessee
$303K +$40 +1 +0%
RWM
148
Ruedi Wealth Management
Illinois
$302K +$1.04K +26 +0.4%
Envestnet Asset Management
149
Envestnet Asset Management
Illinois
$297K -$244K -6,088 -46%
AF
150
Allworth Financial
California
$291K +$601 +15 +0.2%
4 5
6
7 8

DFSI Hedge Fund Activity: Q3 2025 in Review

198 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Dimensional International Sustainability Core 1 ETF (DFSI) for Q3 2025, worth a combined $595M — up 16% from $515M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new DFSI positions and 6 closed out — a net gain of 14 holders — while 104 added to existing stakes and 40 trimmed.

The largest buyer was Pathstone Holdings, adding an estimated $5.01M. The largest seller was Thrivent Financial for Lutherans, exiting entirely with an estimated $5.3M sold.

  • 198 institutional investors held Dimensional International Sustainability Core 1 ETF (DFSI) as of Q3 2025, up from 190 in Q2 2025.
  • Funds reported $595M of Dimensional International Sustainability Core 1 ETF stock for Q3 2025, up 16% quarter-over-quarter.
  • 20 funds opened new Dimensional International Sustainability Core 1 ETF positions in Q3 2025 and 6 closed out, a net change of +14 holders.
  • The largest Dimensional International Sustainability Core 1 ETF buyer in Q3 2025 was Pathstone Holdings, an estimated $5.01M added.
  • The largest Dimensional International Sustainability Core 1 ETF seller in Q3 2025 was Thrivent Financial for Lutherans, an estimated $5.3M sold.

Based on aggregated 13F filings for Q3 2025.