Who Owns DFSI?
Dimensional - International Sustainability Core 1 ETF — Institutional Ownership & 13F Holdings
$44.21
-0.28 (-0.62%)
Market Cap
$1.1B
Shares Outstanding
21,162,886
Institutional Holders
174
Total Inst. Value
$372.9M
% of Float Held
—
QoQ Holder Change
+100
Institutional data as of Q1 2025
New Positions
61
Closed Positions
12
Increased
59
Decreased
34
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | AWM CAPITAL, LLC | $38.0M | 1,088,724 |
| 2 | Quantum Financial Advisors, LLC | $32.3M | 927,060 |
| 3 | Francis Financial, Inc. | $23.5M | 673,835 |
| 4 | Focus Partners Wealth | $21.7M | 620,981 |
| 5 | Adero Partners, LLC | $19.8M | 566,520 |
| 6 | Abacus Wealth Partners, LLC | $18.5M | 529,885 |
| 7 | LongView Asset Management LLC | $14.9M | 425,674 |
| 8 | Retirement Solution LLC | $13.2M | 377,237 |
| 9 | Citrine Capital LLCNew | $11.0M | 315,058 |
| 10 | Forum Financial Management, LP | $10.4M | 298,219 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| AWM CAPITAL, LLC | +67K | $38.0M |
| Quantum Financial Advisors, LLC | +5K | $32.3M |
| Francis Financial, Inc. | +33K | $23.5M |
| Focus Partners Wealth | +595K | $21.7M |
| LongView Asset Management LLC | +32K | $14.9M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| Wealth Architects, LLC | -46K | $2.2M |
| NewEdge Advisors, LLC | -40K | $2.1M |
| Retirement Solution LLC | -27K | $13.2M |
| Adero Partners, LLC | -18K | $19.8M |
| Asset Dedication, LLC | -18K | $3.9M |
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Frequently Asked Questions
How many institutional investors hold DFSI?
As of Q1 2025, 174 institutional investors report holding DFSI (Dimensional - International Sustainability Core 1 ETF) in their 13F filings.
Which hedge fund owns the most DFSI?
The largest institutional holder of DFSI is AWM CAPITAL, LLC with $38.0M in shares.
Are institutions buying or selling DFSI?
This quarter, 61 institutions opened new positions in DFSI and 12 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.