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

$InfinityT

% of Float Held

—

QoQ Change in Holders

+14 / -6

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+$37.1B
Francis Financial, Inc.New Position+742K+$31.8B
Five Oceans AdvisorsNew Position+390K+$16.7B
Citrine Capital LLCNew Position+357K+$15.3B
Retirement Solution LLCNew Position+355K+$15.2B
Greenspring Advisors, LLCNew Position+212K+$9.1B
Planning Center, Inc.New Position+190K+$8.2B
Heritage Financial Services, LLCNew Position+178K+$7.6B
RAM Investment Partners, LLCNew Position+122K+$5.2B
QUARRY HILL ADVISORS, LLCNew Position+122K+$5.2B
Triune Financial Partners, LLCNew Position+110K+$4.9B
Henrickson Nauta Wealth Advisors, Inc.New Position+92K+$4.0B
Aspen Capital Management, LLCNew Position+92K+$3.9B
Simplicity Wealth,LLCNew Position+83K+$3.6B
MASECO LLPIncreased+44K+$3.5B

DFSI — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
Willow Creek Wealth Management Inc.Closed Position-257K-$10.5B
JANE STREET GROUP, LLCDecreased-178K-$8.4B
RW Investment Management LLCClosed Position-82K-$3.4B
SUSQUEHANNA INTERNATIONAL GROUP, LLPClosed Position-73K-$3.0B
BRIGHTON JONES LLCClosed Position-70K-$2.9B
NewEdge Advisors, LLCDecreased-1K-$977.0M
Archer Investment Management, LLCDecreased-20K-$692.3M
OneDigital Investment Advisors LLCDecreased-2K-$669.5M
Cambridge Financial Group, LLCDecreased-10K-$616.6M
Fund Evaluation Group, LLCClosed Position-14K-$554.2M
BANK OF MONTREAL /CAN/Decreased-349-$529.2M
GOLDMAN SACHS GROUP INCClosed Position-12K-$505.0M
McGrath & Associates, Inc.Decreased-1K-$503.2M
Caprock Group, LLCDecreased-567-$460.4M
Wealthspire Advisors, LLCDecreased-154-$437.7M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Focus Partners Wealth1,166,911$49.0B0.06%Share
2MASECO LLP946,932$40.6B1.77%Share
3AWM CAPITAL, LLC865,288$37.1B3.37%Share
4Quantum Financial Advisors, LLC854,904$36.6B4.11%Share
5Francis Financial, Inc.741,881$31.8B6.21%Share
6Abacus Wealth Partners, LLC582,626$25.0B2.45%Share
7LongView Asset Management LLC423,719$18.2B12.66%Share
8Five Oceans Advisors390,299$16.7B5.91%Share
9Citrine Capital LLC357,330$15.3B7.11%Share
10Retirement Solution LLC355,427$15.2B3.37%Share
11Balanced Rock Investment Advisors LLC215,035$9.2B6.55%Share
12Greenspring Advisors, LLC211,590$9.1B0.56%Share
13HILL ISLAND FINANCIAL LLC198,493$8.5B2.04%Share
14Allodium Investment Consultants, LLC191,922$8.2B4.17%Share
15Planning Center, Inc.190,420$8.2B0.83%Share
16New Capital Management LP181,948$7.8B1.96%Share
17Heritage Financial Services, LLC178,466$7.6B0.64%Share
18Wealth Architects, LLC155,234$6.7B0.60%Share
19RAM Investment Partners, LLC121,930$5.2B0.94%Share
20QUARRY HILL ADVISORS, LLC121,563$5.2B2.42%Share
21CITADEL ADVISORS LLC131,333$5.0B0.00%Share
22MERCER GLOBAL ADVISORS INC /ADV123,280$5.0B0.01%Share
23Triune Financial Partners, LLC109,734$4.9B1.15%Share
24Asset Dedication, LLC109,271$4.7B0.31%Share
25Angeles Investment Advisors, LLC106,160$4.5B0.30%Share
26Addison Advisors LLC96,042$4.1B0.92%Share
27Henrickson Nauta Wealth Advisors, Inc.91,744$4.0B0.59%Share
28OneDigital Investment Advisors LLC112,314$4.0B0.04%Share
29Aspen Capital Management, LLC91,657$3.9B0.97%Share
30Garde Capital, Inc.85,988$3.7B0.22%Share
31Simplicity Wealth,LLC82,970$3.6B0.21%Share
32Momentous Wealth Management, Inc.75,759$3.2B1.84%Share
33RAYMOND JAMES FINANCIAL INC82,769$3.0B0.00%Share
34Rockbridge Investment Management, LCC69,148$3.0B0.28%Share
35Truepoint, Inc.66,561$2.9B0.06%Share
36Revolve Wealth Partners, LLC66,032$2.8B0.33%Share
37Archer Investment Management, LLC61,817$2.6B1.42%Share
38Northland Capital Management LLC51,107$2.2B1.23%Share
39Foster Group, Inc.50,606$2.2B0.07%Share
40Equita Financial Network, Inc.49,221$2.1B0.64%Share
41Trellis Wealth Advisors LLC47,954$2.1B0.80%Share
42Wealthspire Advisors, LLC59,374$2.0B0.02%Share
43COMMONWEALTH EQUITY SERVICES, LLC47,678$2.0B0.00%Share
44Syverson Strege & Co43,714$1.9B0.44%Share
45Cambridge Financial Group, LLC46,692$1.7B0.59%Share
46Parkside Financial Bank & Trust39,277$1.7B0.13%Share
47MB Generational Wealth, LLC37,228$1.6B0.84%Share
48NWAM LLC33,640$1.4B0.08%Share
49Premier Financial Group33,109$1.4B0.37%Share
50Level Financial Advisors31,549$1.4B0.36%Share

DFSI Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025209$488.3B+98
Q3 2025111$317.2B-68
Q2 2025179$492.6B+5
Q1 2025174$353.3B+49
Q4 2024125$7.8T+39
Q3 202486$23.5T+8
Q2 202478$19.8T+3
Q1 202475$280.3T—

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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 $49.0B in shares. This quarter, 14 institutions opened new positions and 6 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 $49.0B in shares.

Is institutional ownership of DFSI increasing or decreasing?

This quarter, 14 institutions opened new positions in DFSI and 6 closed their positions.