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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
Cambridge Investment Research Advisors
176
Cambridge Investment Research Advisors
Iowa
$252K +$245K +5,874 New
EWP
177
E-Wealth Partners
Minnesota
$247K +$240K +5,763 New
IWS
178
Integrity Wealth Solutions
Colorado
$242K -$4.46K -107 -2%
EWA
179
EP Wealth Advisors
California
$239K +$232K +5,576 New
VPWA
180
Vestia Personal Wealth Advisors
Indiana
$236K +$222K +5,341 New
MFC
181
Morris Financial Concepts
South Carolina
$220K – – –
TCM
182
Towneley Capital Management
California
$213K +$207K +4,974 New
MWM
183
Mission Wealth Management
California
$212K +$206K +4,958 New
SRCM
184
Signature Resources Capital Management
California
$204K +$1.71K +41 +0.9%
RWM
185
Rockwood Wealth Management
Pennsylvania
$201K +$196K +4,700 New
WTA
186
Washington Trust Advisors
Massachusetts
$179K +$916 +22 +0.5%
RLIM
187
Red Lighthouse Investment Management
New York
$148K +$7.12K +171 +5%
MWA
188
Medallion Wealth Advisors
Connecticut
$145K +$1.79K +43 +1%
CMP
189
Coston McIsaac & Partners
Maine
$145K +$333 +8 +0.2%
GJIA
190
Glass Jacobson Investment Advisors
Maryland
$140K +$6.08K +146 +5%
LI
191
LRI Investments
Florida
$132K – – –
CA
192
Clearstead Advisors
Ohio
$123K – – –
CW
193
Curio Wealth
Maryland
$123K +$2.04K +49 +2%
LFG
194
Larson Financial Group
Missouri
$109K +$106K +2,542 New
JP Morgan Chase
195
JP Morgan Chase
New York
$90.7K +$458 +11 +0.5%
YAL
196
Your Advocates Ltd
Texas
$62.6K +$60.8K +1,460 New
SAM
197
Smartleaf Asset Management
Massachusetts
$60K – – –
CMBA
198
C.M. Bidwell & Associates
Hawaii
$55.7K – – –
Royal Bank of Canada
199
Royal Bank of Canada
Ontario, Canada
$55K +$28.8K +691 +117%
JWA
200
JFS Wealth Advisors
Pennsylvania
$48.5K – – –
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.