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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
FRA
151
Frank Rimerman Advisors
California
$356K – – –
Brown Advisory
152
Brown Advisory
Maryland
$354K +$85.8K +2,060 +33%
JAA
153
Joel Adams & Associates
North Carolina
$351K +$12.7K +306 +4%
PWM
154
Penobscot Wealth Management
Maine
$332K +$5.58K +134 +2%
RWM
155
Ruedi Wealth Management
Illinois
$325K +$9.33K +224 +3%
FWP
156
Family Wealth Partners
North Carolina
$323K +$18K +432 +6%
CGL
157
Clarius Group LLC
Washington
$308K +$15.2K +365 +5%
AF
158
Allworth Financial
California
$306K +$874 +21 +0.3%
CPA
159
Cardiff Park Advisors
California
$304K +$108K +2,600 +58%
TWD
160
True Wealth Design
Ohio
$301K -$60K -1,442 -17%
OCM
161
Orion Capital Management
California
$298K +$2.87K +69 +1%
MWA
162
Mills Wealth Advisors
Texas
$295K +$8.95K +215 +3%
PB
163
Prime Buchholz
New Hampshire
$292K – – –
DADC
164
D.A. Davidson & Co
Montana
$288K +$56.5K +1,357 +25%
MGWA
165
Monument Group Wealth Advisors
Massachusetts
$284K – – –
ACC
166
Acorn Creek Capital
Colorado
$281K -$4.04K -97 -1%
Morgan Stanley
167
Morgan Stanley
New York
$274K +$254K +6,109 +2,078%
PHWM
168
Pine Harbor Wealth Management
Maryland
$273K – – –
BCA
169
Bay Colony Advisors
Massachusetts
$272K -$12.5K -300 -5%
RTL
170
Red Tortoise LLC
Georgia
$266K – – –
AWM
171
Accurate Wealth Management
Florida
$261K +$3.46K +83 +1%
GLLW
172
Graves Light Lenhart Wealth
Virginia
$257K – – –
Stifel Financial
173
Stifel Financial
Missouri
$254K +$8.7K +209 +4%
HCA
174
Heck Capital Advisors
Wisconsin
$253K +$245K +5,896 New
RF
175
RHS Financial
California
$252K +$833 +20 +0.3%
5 6
7
8 9

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.