Who Owns Dimensional - International Sustainability Core 1 ETF (DFSI)?Hedge Fund & Institutional Holders

$42.42-0.69 (-1.60%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$4.900040571370734e+202T

% of Float Held

—

QoQ Change in Holders

+15 / -4

Price History

$31.61$35.38$39.15$42.92$46.69Aug 24Jun 25Mar 26

DFSI — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
AWM CAPITAL, LLCNew Position+865K+$37.1M
Francis Financial, Inc.New Position+742K+$31.8M
Five Oceans AdvisorsNew Position+390K+$16.7M
Citrine Capital LLCNew Position+357K+$15.3M
Retirement Solution LLCNew Position+355K+$15.2M
Forum Financial Management, LPNew Position+286K+$12.2M
Apella Capital, LLCNew Position+212K+$9.1M
Greenspring Advisors, LLCNew Position+212K+$9.1M
Planning Center, Inc.New Position+190K+$8.2M
Heritage Financial Services, LLCNew Position+178K+$7.6M
WEALTH ENHANCEMENT ADVISORY SERVICES, LLCNew Position+172K+$7.5M
Pure Financial Advisors, LLCNew Position+154K+$6.6M
THRIVENT FINANCIAL FOR LUTHERANSNew Position+148K+$6.0M
RAM Investment Partners, LLCNew Position+122K+$5.2M
QUARRY HILL ADVISORS, LLCNew Position+122K+$5.2M

DFSI — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
Focus Partners WealthDecreased-14K-$48.3B
Quantum Financial Advisors, LLCDecreased-293-$35.0B
Abacus Wealth Partners, LLCDecreased-6K-$24.1B
LongView Asset Management LLCDecreased-17K-$18.0B
Willow Creek Wealth Management Inc.Closed Position-257K-$10.5B
JANE STREET GROUP, LLCDecreased-178K-$8.4B
New Capital Management LPDecreased-5K-$7.6B
Focus Partners Advisor Solutions, LLCDecreased-26K-$6.5B
OneDigital Investment Advisors LLCDecreased-2K-$4.7B
Asset Dedication, LLCDecreased-767-$4.5B
RW Investment Management LLCClosed Position-82K-$3.4B
Archer Investment Management, LLCDecreased-20K-$3.3B
Momentous Wealth Management, Inc.Decreased-506-$3.1B
SUSQUEHANNA INTERNATIONAL GROUP, LLPClosed Position-73K-$3.0B
BRIGHTON JONES LLCClosed Position-70K-$2.9B

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Focus Partners Wealth1,166,911$49.0M0.06%Share
2MASECO LLP946,932$40.6M1.77%Share
3AWM CAPITAL, LLC865,288$37.1M3.37%Share
4Quantum Financial Advisors, LLC854,904$36.6M4.11%Share
5Francis Financial, Inc.741,881$31.8M6.21%Share
6Pathstone Holdings, LLC725,730$31.0M0.12%Share
7Abacus Wealth Partners, LLC582,626$25.0M2.45%Share
8LongView Asset Management LLC423,719$18.2M12.66%Share
9Five Oceans Advisors390,299$16.7M5.91%Share
10Citrine Capital LLC357,330$15.3M7.11%Share
11Retirement Solution LLC355,427$15.2M3.37%Share
12Forum Financial Management, LP285,878$12.2M0.16%Share
13Balanced Rock Investment Advisors LLC215,035$9.2M6.55%Share
14Apella Capital, LLC212,458$9.1M0.18%Share
15Greenspring Advisors, LLC211,590$9.1M0.56%Share
16HILL ISLAND FINANCIAL LLC198,493$8.5M2.04%Share
17Allodium Investment Consultants, LLC191,922$8.2M4.17%Share
18Planning Center, Inc.190,420$8.2M0.83%Share
19New Capital Management LP181,948$7.8M1.96%Share
20Heritage Financial Services, LLC178,466$7.6M0.64%Share
21WEALTH ENHANCEMENT ADVISORY SERVICES, LLC172,077$7.5M0.01%Share
22Wealth Architects, LLC155,234$6.7M0.60%Share
23Pure Financial Advisors, LLC154,488$6.6M0.11%Share
24THRIVENT FINANCIAL FOR LUTHERANS147,974$6.0M0.01%Share
25RAM Investment Partners, LLC121,930$5.2M0.94%Share
26QUARRY HILL ADVISORS, LLC121,563$5.2M2.42%Share
27Focus Partners Advisor Solutions, LLC131,428$5.0M0.06%Share
28CITADEL ADVISORS LLC131,333$5.0M0.00%Share
29MERCER GLOBAL ADVISORS INC /ADV123,280$5.0M0.01%Share
30Beacon Pointe Advisors, LLC119,350$5.0M0.04%Share
31Triune Financial Partners, LLC109,734$4.9M1.15%Share
32Betterment LLC113,552$4.9M0.01%Share
33Perigon Wealth Management, LLC110,015$4.7M0.08%Share
34Asset Dedication, LLC109,271$4.7M0.31%Share
35TCI Wealth Advisors, Inc.108,525$4.6M0.26%Share
36Angeles Investment Advisors, LLC106,160$4.5M0.30%Share
37Donalies Financial Planning, LLC102,636$4.4M3.74%Share
38Addison Advisors LLC96,042$4.1M0.92%Share
39Henrickson Nauta Wealth Advisors, Inc.91,744$4.0M0.59%Share
40OneDigital Investment Advisors LLC112,314$4.0M0.04%Share
41Savant Capital, LLC94,938$4.0M0.02%Share
42Aspen Capital Management, LLC91,657$3.9M0.97%Share
43Garde Capital, Inc.85,988$3.7M0.22%Share
44Sequoia Financial Advisors, LLC83,154$3.6M0.02%Share
45Simplicity Wealth,LLC82,970$3.6M0.21%Share
46Corient Private Wealth LLC80,181$3.4M0.00%Share
47Momentous Wealth Management, Inc.75,759$3.2M1.84%Share
48Cardinal Point Capital Management ULC74,795$3.2M0.21%Share
49RAYMOND JAMES FINANCIAL INC82,769$3.0M0.00%Share
50Rockbridge Investment Management, LCC69,148$3.0M0.28%Share

DFSI Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025209$629.2M+98
Q3 2025111$351.6B-68
Q2 2025179$530.7B+5
Q1 2025174$408.3B+49
Q4 2024125$19.0T+39
Q3 202486$41.7T+8
Q2 202478$32.9T+3
Q1 202475$38.1T—

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As of Q4 2025, 50 institutional investors hold DFSI (Dimensional - International Sustainability Core 1 ETF). The largest holder is Focus Partners Wealth with $49.0M in shares. This quarter, 15 institutions opened new positions and 4 closed their positions.

Frequently Asked Questions

How many hedge funds own DFSI?

As of Q4 2025, 50 institutional investors report holding DFSI (Dimensional - International Sustainability Core 1 ETF) in their 13F filings.

Who is the largest institutional holder of DFSI?

The largest institutional holder of DFSI is Focus Partners Wealth with $49.0M in shares.

Is institutional ownership of DFSI increasing or decreasing?

This quarter, 15 institutions opened new positions in DFSI and 4 closed their positions.