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DFSI

Dimensional International Sustainability Core 1 ETF

190 hedge funds and large institutions have $515M invested in Dimensional International Sustainability Core 1 ETF in 2025 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 87 increasing their positions, 51 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 8

71% more repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 51

21% more capital invested

Capital invested by funds: $425M → $515M (+$89.6M)

8% more funds holding in top 10

Funds holding in top 10: 1213 (+1)

5% more funds holding

Funds holding: 181190 (+9)

2.88% more ownership

Funds ownership: 66.26%69.14% (+2.9%)

Holders
190
Holders Change
+9
Holders Change %
+4.97%
% of All Funds
2.5%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.17%
New
22
Increased
87
Reduced
51
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Focus Partners Wealth
1
Focus Partners Wealth
Massachusetts
$45.4M +$19.7M +531,229 +86%
QFA
2
Quantum Financial Advisors
California
$34.5M -$1.96M -52,807 -6%
MPW
3
MASECO Private Wealth
$33.2M +$31.3M +843,506 New
AC
4
AWM Capital
Arizona
$30.9M -$11.3M -304,237 -28%
FF
5
Francis Financial
$27.4M +$758K +20,418 +3%
AWP
6
Abacus Wealth Partners
California
$22.1M +$1.14M +30,735 +6%
LAMNM
7
Longview Asset Management (New Mexico)
New Mexico
$16.9M +$152K +4,087 +1%
RS
8
Retirement Solution
Washington
$14.7M -$258K -6,934 -2%
Pathstone Holdings
9
Pathstone Holdings
New Jersey
$14.6M +$3.61M +97,252 +35%
CC
10
Citrine Capital
California
$12.7M +$293K +7,890 +3%
FFM
11
Forum Financial Management
Illinois
$11.4M -$338K -9,110 -3%
WCWM
12
Willow Creek Wealth Management
California
$10M +$520K +13,989 +6%
FOA
13
Five Oceans Advisors
California
$8.92M +$2.7M +72,686 +47%
PCI
14
Planning Center Inc
Illinois
$8.25M +$45K +1,212 +0.6%
BRIA
15
Balanced Rock Investment Advisors
Massachusetts
$8.12M +$185K +4,971 +2%
NCM
16
New Capital Management
Texas
$7.32M +$272K +7,318 +4%
HIF
17
Hill Island Financial
Michigan
$7.31M +$6.89M +185,505 New
Jane Street
18
Jane Street
New York
$7.09M +$1.02M +27,362 +18%
HFS
19
Heritage Financial Services
Massachusetts
$6.83M +$44.4K +1,194 +0.7%
AC
20
Apella Capital
Connecticut
$6.04M +$343K +9,227 +6%
Wealth Enhancement Advisory Services
21
Wealth Enhancement Advisory Services
Minnesota
$5.68M -$39.9K -1,074 -0.7%
AIC
22
Allodium Investment Consultants
Minnesota
$5.47M +$8.51K +229 +0.2%
Thrivent Financial for Lutherans
23
Thrivent Financial for Lutherans
Minnesota
$5.3M +$5M +134,529 New
OIA
24
OneDigital Investment Advisors
Kansas
$4.54M -$221K -5,938 -5%
RIP
25
RAM Investment Partners
Washington
$4.52M +$480K +12,920 +13%

DFSI Hedge Fund Activity: Q2 2025 in Review

190 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Dimensional International Sustainability Core 1 ETF (DFSI) for Q2 2025, worth a combined $515M — up 21% from $425M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new DFSI positions and 8 closed out — a net gain of 14 holders — while 87 added to existing stakes and 51 trimmed.

The largest buyer was Focus Partners Wealth, adding an estimated $19.7M. The largest seller was AWM Capital, cutting an estimated $11.3M.

  • 190 institutional investors held Dimensional International Sustainability Core 1 ETF (DFSI) as of Q2 2025, up from 181 in Q1 2025.
  • Funds reported $515M of Dimensional International Sustainability Core 1 ETF stock for Q2 2025, up 21% quarter-over-quarter.
  • 22 funds opened new Dimensional International Sustainability Core 1 ETF positions in Q2 2025 and 8 closed out, a net change of +14 holders.
  • The largest Dimensional International Sustainability Core 1 ETF buyer in Q2 2025 was Focus Partners Wealth, an estimated $19.7M added.
  • The largest Dimensional International Sustainability Core 1 ETF seller in Q2 2025 was AWM Capital, an estimated $11.3M sold.

Based on aggregated 13F filings for Q2 2025.