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DFSI

Dimensional International Sustainability Core 1 ETF

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: 163181 (+18)

9% more funds holding in top 10

Funds holding in top 10: 1112 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
MFC
151
Morris Financial Concepts
South Carolina
$193K +$10.9K +313 +6%
CPA
152
Cardiff Park Advisors
California
$154K +$382 +11 +0.2%
GWS
153
Glassman Wealth Services
Virginia
$140K +$28.4K +818 +26%
TWD
154
True Wealth Design
Ohio
$134K +$12.9K +371 +11%
MFA
155
McClarren Financial Advisors
Pennsylvania
$131K +$131K +3,764 New
MWA
156
Medallion Wealth Advisors
Connecticut
$118K -$2.22K -64 -2%
CMP
157
Coston McIsaac & Partners
Maine
$115K +$50.9K +1,467 +80%
LI
158
LRI Investments
Florida
$107K
JP Morgan Chase
159
JP Morgan Chase
New York
$105K -$2.39K -69 -2%
CA
160
Clearstead Advisors
Ohio
$100K
RLIM
161
Red Lighthouse Investment Management
New York
$96.9K -$13.7K -394 -12%
CW
162
Curio Wealth
Maryland
$89.7K -$94.6K -2,728 -100%
TIM
163
Tortoise Investment Management
New York
$84.4K
Bank of America
164
Bank of America
North Carolina
$65K +$64.6K +1,862 New
JWA
165
JFS Wealth Advisors
Pennsylvania
$49.4K -$7.11K -205 -13%
Bank of Montreal
166
Bank of Montreal
Ontario, Canada
$47.9K +$47.7K +1,374 New
PWM
167
Parkworth Wealth Management
California
$45.5K +$382 +11 +0.9%
CMBA
168
C.M. Bidwell & Associates
Hawaii
$45.4K
SRCM
169
Signature Resources Capital Management
California
$36.6K
CTWM
170
Cherry Tree Wealth Management
Minnesota
$24.9K
FVIM
171
Fort Vancouver Investment Management
Washington
$24.5K +$24.3K +701 New
KFGG
172
Keystone Financial Group (Georgia)
Georgia
$21.9K +$69 +2 +0.3%
GJIA
173
Glass Jacobson Investment Advisors
Maryland
$20.5K
IA
174
IFP Advisors
Florida
$18.2K -$1.18K -34 -6%
ACA
175
Aptus Capital Advisors
Alabama
$6.73K

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.