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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
GWA
176
Geometric Wealth Advisors
District of Columbia
$270K -$155K -3,496 -35%
PHWM
177
Pine Harbor Wealth Management
Maryland
$267K -$2.83K -64 -1%
Stifel Financial
178
Stifel Financial
Missouri
$266K +$15.7K +354 +6%
RWM
179
Rockwood Wealth Management
Pennsylvania
$263K +$66.8K +1,507 +32%
BCA
180
Bay Colony Advisors
Massachusetts
$263K -$6.64K -150 -2%
QCM
181
Quantinno Capital Management
New York
$259K +$270K +6,106 New
TAWM
182
Three Arch Wealth Management
California
$258K +$269K +6,081 New
MWM
183
Mission Wealth Management
California
$255K +$46.5K +1,050 +21%
GLLW
184
Graves Light Lenhart Wealth
Virginia
$254K
DADC
185
D.A. Davidson & Co
Montana
$251K -$35.4K -799 -12%
EWP
186
E-Wealth Partners
Minnesota
$244K +$89 +2 +0%
OCM
187
Orion Capital Management
California
$243K -$54.8K -1,238 -18%
HCA
188
Heck Capital Advisors
Wisconsin
$241K -$9.3K -210 -4%
AFA
189
AA Financial Advisors
Ohio
$233K +$243K +5,491 New
APFP
190
Action Point Financial Planning
Michigan
$232K +$243K +5,480 New
IWS
191
Integrity Wealth Solutions
Colorado
$230K -$9.61K -217 -4%
NW
192
NewEdge Wealth
Pennsylvania
$220K +$230K +5,182 New
OFG
193
Opulen Financial Group
Virginia
$216K +$226K +5,097 New
RTL
194
Red Tortoise LLC
Georgia
$214K -$51.2K -1,155 -19%
TCM
195
Towneley Capital Management
California
$210K -$1.15K -26 -0.5%
SRCM
196
Signature Resources Capital Management
California
$208K +$6.6K +149 +3%
RF
197
RHS Financial
California
$201K -$50.9K -1,149 -20%
WTA
198
Washington Trust Advisors
Massachusetts
$178K +$443 +10 +0.2%
CMP
199
Coston McIsaac & Partners
Maine
$144K +$177 +4 +0.1%
MWA
200
Medallion Wealth Advisors
Connecticut
$144K