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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
Focus Partners Wealth
1
Focus Partners Wealth
Massachusetts
$50M -$602K -14,470 -1%
MPW
2
MASECO Private Wealth
$40.6M +$1.82M +43,748 +5%
AC
3
AWM Capital
Arizona
$37.1M +$1.7M +40,835 +5%
QFA
4
Quantum Financial Advisors
California
$36.6M -$12.2K -293 -0%
FF
5
Francis Financial
$31.8M +$1.54M +36,945 +5%
Pathstone Holdings
6
Pathstone Holdings
New Jersey
$31.1M +$9.55M +229,403 +46%
AWP
7
Abacus Wealth Partners
California
$25M -$257K -6,184 -1%
LAMNM
8
Longview Asset Management (New Mexico)
New Mexico
$18.2M -$698K -16,776 -4%
FOA
9
Five Oceans Advisors
California
$16.7M +$1.83M +43,865 +13%
CC
10
Citrine Capital
California
$15.3M +$407K +9,765 +3%
RS
11
Retirement Solution
Washington
$15.2M -$240K -5,753 -2%
FFM
12
Forum Financial Management
Illinois
$12.2M -$44.5K -1,069 -0.4%
BRIA
13
Balanced Rock Investment Advisors
Massachusetts
$9.21M +$112K +2,693 +1%
AC
14
Apella Capital
Connecticut
$9.1M +$862K +20,698 +11%
GA
15
Greenspring Advisors
Maryland
$9.07M +$299K +7,177 +4%
HIF
16
Hill Island Financial
Michigan
$8.5M +$258K +6,188 +3%
AIC
17
Allodium Investment Consultants
Minnesota
$8.22M +$155K +3,712 +2%
PCI
18
Planning Center Inc
Illinois
$8.16M -$729K -17,513 -8%
Corient Private Wealth
19
Corient Private Wealth
Florida
$7.9M +$3.98M +95,482 +107%
NCM
20
New Capital Management
Texas
$7.8M -$195K -4,693 -3%
HFS
21
Heritage Financial Services
Massachusetts
$7.65M +$275K +6,616 +4%
Wealth Enhancement Advisory Services
22
Wealth Enhancement Advisory Services
Minnesota
$7.54M +$380K +9,131 +6%
WA
23
Wealth Architects
California
$6.65M +$1.28M +30,854 +25%
PFA
24
Pure Financial Advisors
California
$6.62M +$1.16M +27,865 +22%
Thrivent Financial for Lutherans
25
Thrivent Financial for Lutherans
Minnesota
$6.34M +$6.16M +147,974 New
1
2 3 4 5

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.