We are live on ! Find out more
DFSI

Dimensional International Sustainability Core 1 ETF

181 hedge funds and large institutions have $425M invested in Dimensional International Sustainability Core 1 ETF in 2025 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 86 increasing their positions, 45 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

525% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 4

91% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 45

13% more capital invested

Capital invested by funds: $378M → $425M (+$47.6M)

11% more funds holding

Funds holding: 163181 (+18)

9% more funds holding in top 10

Funds holding in top 10: 1112 (+1)

1.81% less ownership

Funds ownership: 68.07%66.26% (-1.8%)

Holders
181
Holders Change
+18
Holders Change %
+11.04%
% of All Funds
2.43%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.16%
New
25
Increased
86
Reduced
45
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AC
1
AWM Capital
Arizona
$38M +$2.31M +66,502 +7%
QFA
2
Quantum Financial Advisors
California
$32.3M +$189K +5,435 +0.6%
FF
3
Francis Financial
$23.5M +$1.14M +32,949 +5%
Focus Partners Wealth
4
Focus Partners Wealth
Massachusetts
$21.7M +$20.6M +594,719 +2,265%
AP
5
Adero Partners
California
$19.8M -$636K -18,327 -3%
AWP
6
Abacus Wealth Partners
California
$18.5M -$72.8K -2,100 -0.4%
LAMNM
7
Longview Asset Management (New Mexico)
New Mexico
$14.9M +$1.12M +32,149 +8%
RS
8
Retirement Solution
Washington
$13.3M -$849K -24,466 -6%
CC
9
Citrine Capital
California
$11M +$619K +17,857 +6%
FFM
10
Forum Financial Management
Illinois
$10.4M -$100K -2,894 -1%
Pathstone Holdings
11
Pathstone Holdings
New Jersey
$9.57M +$10.6K +307 +0.1%
WCWM
12
Willow Creek Wealth Management
California
$8.38M +$1.52M +43,809 +22%
PCI
13
Planning Center Inc
Illinois
$7.26M +$384K +11,082 +6%
BRIA
14
Balanced Rock Investment Advisors
Massachusetts
$7.01M +$111K +3,192 +2%
Citadel Advisors
15
Citadel Advisors
Florida
$6.6M +$6.21M +179,007 +1,765%
OMC
16
Old Mission Capital
Illinois
$6.41M +$6.38M +183,809 New
NCM
17
New Capital Management
Texas
$6.23M +$872K +25,131 +16%
HFS
18
Heritage Financial Services
Massachusetts
$6.01M -$191K -5,514 -3%
FOA
19
Five Oceans Advisors
California
$5.36M -$773K -22,278 -13%
Jane Street
20
Jane Street
New York
$5.33M +$2.06M +59,318 +64%
Corient Private Wealth
21
Corient Private Wealth
Florida
$5.08M +$303K +8,735 +6%
Wealth Enhancement Advisory Services
22
Wealth Enhancement Advisory Services
Minnesota
$5.06M +$44.6K +1,285 +0.9%
AC
23
Apella Capital
Connecticut
$4.9M +$1.1M +31,754 +28%
AIC
24
Allodium Investment Consultants
Minnesota
$4.84M +$899K +25,909 +23%
OIA
25
OneDigital Investment Advisors
Kansas
$4.23M +$260K +7,492 +7%

DFSI Hedge Fund Activity: Q1 2025 in Review

181 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Dimensional International Sustainability Core 1 ETF (DFSI) for Q1 2025, worth a combined $425M — up 13% from $378M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new DFSI positions and 4 closed out — a net gain of 21 holders — while 86 added to existing stakes and 45 trimmed.

The largest buyer was Focus Partners Wealth, adding an estimated $20.6M. The largest seller was Elser Financial Planning, exiting entirely with an estimated $7.31M sold.

  • 181 institutional investors held Dimensional International Sustainability Core 1 ETF (DFSI) as of Q1 2025, up from 163 in Q4 2024.
  • Funds reported $425M of Dimensional International Sustainability Core 1 ETF stock for Q1 2025, up 13% quarter-over-quarter.
  • 25 funds opened new Dimensional International Sustainability Core 1 ETF positions in Q1 2025 and 4 closed out, a net change of +21 holders.
  • The largest Dimensional International Sustainability Core 1 ETF buyer in Q1 2025 was Focus Partners Wealth, an estimated $20.6M added.
  • The largest Dimensional International Sustainability Core 1 ETF seller in Q1 2025 was Elser Financial Planning, an estimated $7.31M sold.

Based on aggregated 13F filings for Q1 2025.