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DFSI

Dimensional International Sustainability Core 1 ETF

227 hedge funds and large institutions have $685M invested in Dimensional International Sustainability Core 1 ETF in 2026 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 103 increasing their positions, 75 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

267% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 6

37% more repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 75

6% more funds holding

Funds holding: 215227 (+12)

5% more capital invested

Capital invested by funds: $654M → $685M (+$31.2M)

0.1% more ownership

Funds ownership: 69.66%69.76% (+0.1%)

13% less funds holding in top 10

Funds holding in top 10: 1614 (-2)

Holders
227
Holders Change
+12
Holders Change %
+5.58%
% of All Funds
2.79%
Holding in Top 10
14
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-12.5%
% of All Funds
0.17%
New
22
Increased
103
Reduced
75
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MGWA
151
Monument Group Wealth Advisors
Massachusetts
$407K +$132K +2,971 +45%
Mariner
152
Mariner
Kansas
$405K
DF
153
Define Financial
California
$388K -$2.44K -55 -0.6%
OFI
154
Outbound Financial Inc
Colorado
$387K -$18.6K -421 -4%
AFG
155
Altiora Financial Group
Ohio
$386K
PWA
156
Physician Wealth Advisors
Utah
$385K -$6.73K -152 -2%
Royal Bank of Canada
157
Royal Bank of Canada
Ontario, Canada
$381K +$342K +7,713 +601%
AIM
158
Archer Investment Management
Texas
$380K -$2.34M -52,845 -85%
CAM
159
Clarity Asset Management
Iowa
$378K +$356K +8,039 +923%
Envestnet Asset Management
160
Envestnet Asset Management
Illinois
$352K +$368K +8,304 New
PWM
161
Penobscot Wealth Management
Maine
$342K +$14.2K +321 +4%
TWM
162
Tanager Wealth Management
United Kingdom
$335K -$82.8K -1,870 -19%
ACC
163
Acorn Creek Capital
Colorado
$335K +$59.3K +1,338 +20%
RWM
164
Ruedi Wealth Management
Illinois
$317K -$5.45K -123 -2%
BGWM
165
Bridge Generations Wealth Management
Florida
$317K -$57K -1,287 -15%
EC
166
Eaton-Cambridge
Arizona
$313K +$327K +7,384 New
CPA
167
Cardiff Park Advisors
California
$306K +$5.58K +126 +2%
AWM
168
Accurate Wealth Management
Florida
$304K +$39.6K +894 +15%
AF
169
Allworth Financial
California
$303K +$443 +10 +0.1%
PB
170
Prime Buchholz
New Hampshire
$289K
EWA
171
Exencial Wealth Advisors
Oklahoma
$289K +$301K +6,806 New
TWP
172
TFO Wealth Partners
Ohio
$288K +$301K +6,791 New
Cambridge Investment Research Advisors
173
Cambridge Investment Research Advisors
Iowa
$286K +$38.4K +867 +15%
TWD
174
True Wealth Design
Ohio
$284K -$14.6K -330 -5%
Morgan Stanley
175
Morgan Stanley
New York
$284K +$12.9K +292 +5%