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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
RTL
151
Red Tortoise LLC
Georgia
$244K
XPN
152
XY Planning Network
Montana
$238K +$225K +6,045 New
GLLW
153
Graves Light Lenhart Wealth
Virginia
$236K
FG
154
Foster Group
Iowa
$234K
RF
155
RHS Financial
California
$231K -$189K -5,090 -46%
AWM
156
Accurate Wealth Management
Florida
$231K +$217K +5,829 New
RSWA
157
Robinson Smith Wealth Advisors
Maine
$231K +$218K +5,856 New
IWS
158
Integrity Wealth Solutions
Colorado
$226K +$213K +5,746 New
Brown Advisory
159
Brown Advisory
Maryland
$220K +$208K +5,588 New
MFC
160
Morris Financial Concepts
South Carolina
$218K
Raymond James Financial
161
Raymond James Financial
Florida
$178K -$510K -13,720 -75%
CPA
162
Cardiff Park Advisors
California
$176K +$2.15K +58 +1%
Bank of Montreal
163
Bank of Montreal
Ontario, Canada
$163K +$103K +2,766 +201%
MWA
164
Medallion Wealth Advisors
Connecticut
$133K +$669 +18 +0.5%
JP Morgan Chase
165
JP Morgan Chase
New York
$130K +$10.7K +287 +10%
CMP
166
Coston McIsaac & Partners
Maine
$130K
RLIM
167
Red Lighthouse Investment Management
New York
$129K +$14.6K +394 +14%
LI
168
LRI Investments
Florida
$121K
CA
169
Clearstead Advisors
Ohio
$113K
CW
170
Curio Wealth
Maryland
$113K +$106K +2,856 +71,400%
TIM
171
Tortoise Investment Management
New York
$95.4K
Bank of America
172
Bank of America
North Carolina
$63.6K -$9.18K -247 -13%
PWM
173
Parkworth Wealth Management
California
$63.6K +$11.4K +308 +24%
SAM
174
Smartleaf Asset Management
Massachusetts
$54.7K +$51.7K +1,391 New
CMBA
175
C.M. Bidwell & Associates
Hawaii
$51.2K

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.