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DFSI

Dimensional International Sustainability Core 1 ETF
DFSI

215 hedge funds and large institutions have $654M invested in Dimensional International Sustainability Core 1 ETF in 2025 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 107 increasing their positions, 51 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

222% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 9

110% more repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 51

14% more funds holding in top 10

Funds holding in top 10: 14 → 16 (+2)

10% more capital invested

Capital invested by funds: $595M → $654M (+$58.7M)

9% more funds holding

Funds holding: 198 → 215 (+17)

2.63% less ownership

Funds ownership: 72.29% → 69.66% (-2.6%)

Holders
215
Holders Change
+17
Holders Change %
+8.59%
% of All Funds
2.61%
Holding in Top 10
16
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+14.29%
% of All Funds
0.19%
New
29
Increased
107
Reduced
51
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Pathstone Holdings
Pathstone Holdings
New Jersey
+$9.55M
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$6.16M
3
Corient Private Wealth
Corient Private Wealth
Florida
+$3.98M
4
Raymond James Financial
Raymond James Financial
Florida
+$2.63M
5
SW
Simplicity Wealth
New Jersey
+$2.5M

Top Sellers

1
Jane Street
Jane Street
New York
-$7.39M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$3.01M
3
FTUS
Flow Traders U.S.
New York
-$2.99M
4
BJL
Brighton Jones LLC
Washington
-$2.89M
5
FPAS
Focus Partners Advisor Solutions
Missouri
-$1.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
BEW
126
Burton Enright Welch
California
$506K +$84.6K +2,031 +21%
VWM
127
Vermillion Wealth Management
Minnesota
$504K +$2.54K +61 +0.5%
FFG
128
First Financial Group
North Carolina
$500K +$20.8K +500 +4%
GWS
129
Glassman Wealth Services
Virginia
$497K -$9.49K -228 -2%
HIGP
130
Hill Investment Group Partners
Missouri
$484K +$267K +6,413 +131%
MA
131
McGrath & Associates
North Carolina
$480K -$45.3K -1,087 -9%
MFA
132
Morling Financial Advisors
California
$475K +$8.66K +208 +2%
EWP
133
Elevation Wealth Partners
California
$471K +$2.37K +57 +0.5%
CG
134
Caprock Group
Idaho
$466K -$23.6K -567 -5%
PCM
135
Passive Capital Management
Maryland
$458K – – –
MWM
136
Meritas Wealth Management
California
$445K +$18.8K +451 +5%
RSWA
137
Robinson Smith Wealth Advisors
Maine
$443K +$112K +2,685 +35%
DWA
138
Delap Wealth Advisory
Oregon
$439K – – –
Osaic Holdings
139
Osaic Holdings
Arizona
$427K +$31.1K +748 +8%
GWA
140
Geometric Wealth Advisors
District of Columbia
$423K +$2.12K +51 +0.5%
TWM
141
Tanager Wealth Management
United Kingdom
$419K -$120K -2,872 -23%
FPI
142
Financial Plan Inc
Washington
$413K +$401K +9,634 New
Mariner
143
Mariner
Kansas
$409K – – –
OFI
144
Outbound Financial Inc
Colorado
$409K -$4K -96 -1%
OPF
145
Old Peak Finance
North Carolina
$408K +$397K +9,525 New
PWA
146
Physician Wealth Advisors
Utah
$396K – – –
DF
147
Define Financial
California
$394K -$35.3K -848 -8%
AFG
148
Altiora Financial Group
Ohio
$390K – – –
BGWM
149
Bridge Generations Wealth Management
Florida
$375K -$92.5K -2,222 -20%
EFP
150
Envision Financial Planning
Tennessee
$371K -$15.7K -378 -4%
4 5
6
7 8

DFSI Hedge Fund Activity: Q4 2025 in Review

215 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Dimensional International Sustainability Core 1 ETF (DFSI) for Q4 2025, worth a combined $654M — up 9.9% from $595M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new DFSI positions and 9 closed out — a net gain of 20 holders — while 107 added to existing stakes and 51 trimmed.

The largest buyer was Pathstone Holdings, adding an estimated $9.55M. The largest seller was Jane Street, cutting an estimated $7.39M.

  • 215 institutional investors held Dimensional International Sustainability Core 1 ETF (DFSI) as of Q4 2025, up from 198 in Q3 2025.
  • Funds reported $654M of Dimensional International Sustainability Core 1 ETF stock for Q4 2025, up 9.9% quarter-over-quarter.
  • 29 funds opened new Dimensional International Sustainability Core 1 ETF positions in Q4 2025 and 9 closed out, a net change of +20 holders.
  • The largest Dimensional International Sustainability Core 1 ETF buyer in Q4 2025 was Pathstone Holdings, an estimated $9.55M added.
  • The largest Dimensional International Sustainability Core 1 ETF seller in Q4 2025 was Jane Street, an estimated $7.39M sold.

Based on aggregated 13F filings for Q4 2025.