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Dimensional International Sustainability Core 1 ETF (DFSI) Institutional Ownership

$39.44 0.00 (0.00%)
As of 07/3/2025 05:00 PM Eastern

Institutional Ownership Changes (13F Filings) for Dimensional International Sustainability Core 1 ETF (NYSEARCA:DFSI)

Number of
Institutional Buyers
(last 12 months)
132
Total
Institutional Inflows
(last 12 months)
$164.78M
Number of
Institutional Sellers
(last 12 months)
46
Total
Institutional Outflows
(last 12 months)
$17.29M
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DFSI Institutional Buying and Selling by Quarter

Dimensional International Sustainability Core 1 ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/3/2025 Garde Capital Inc.80,399$3.17M0.2%+12.0%0.425%
7/3/2025 Fiduciary Financial Group LLC17,455$687K0.1%+15.6%0.092%
6/27/2025Goldman Sachs Group Inc.32,014$1.12M0.0%N/A0.169%
5/20/2025Focus Partners Wealth620,981$21.67M0.1%+2,264.6%3.357%
5/19/2025Jane Street Group LLC152,645$5.33M0.0%+63.6%0.825%
5/16/2025Goldman Sachs Group Inc.32,014$1.12M0.0%N/A0.174%
5/16/2025NewEdge Advisors LLC59,128$2.06M0.0%-40.6%0.321%
5/16/2025Hancock Whitney Corp15,774$550K0.0%N/A0.086%
5/15/2025EP Wealth Advisors LLC23,698$827K0.0%-37.2%0.129%
5/15/2025Focus Partners Advisor Solutions LLC103,100$3.60M0.1%+26.2%0.560%
5/15/2025Betterment LLC52,202$1.82M0.0%+31.0%0.284%
5/15/2025OLD Mission Capital LLC183,809$6.41M0.1%N/A0.999%
5/14/2025Samalin Investment Counsel LLC13,642$476K0.2%N/A0.074%
5/14/2025Orion Capital Management LLC7,224$252K0.1%-9.7%0.039%
5/14/2025Kestra Advisory Services LLC26,746$933K0.0%+4.5%0.145%
5/14/2025Heritage Financial Services LLC172,182$6.01M0.6%-3.1%0.936%
5/13/2025RW Investment Management LLC81,779$2.85M0.4%-12.5%0.444%
5/13/2025Waypoint Wealth Partners Inc.56,217$1.96M0.5%+0.8%0.306%
5/13/2025Francis Financial Inc.673,835$23.51M5.7%+5.1%3.662%
5/12/2025Balanced Rock Investment Advisors LLC201,059$7.02M5.6%+1.6%1.093%
5/12/2025Truepoint Inc.76,922$2.68M0.1%+2.7%0.418%
5/9/2025Chicago Partners Investment Group LLC20,031$744K0.0%+5.5%0.109%
5/9/2025Wealthspire Advisors LLC62,926$2.20M0.0%-0.4%0.342%
5/9/2025Financial Connections Group Inc.12,114$422K0.2%+13.4%0.066%
5/9/2025McClarren Financial Advisors Inc.3,764$131K0.1%N/A0.020%
5/8/2025Glassman Wealth Services4,022$140K0.0%+25.5%0.022%
5/8/2025Momentous Wealth Management Inc.70,628$2.46M1.7%+10.8%0.384%
5/8/2025Abacus Wealth Partners LLC529,885$18.49M2.8%-0.4%2.880%
5/8/2025Modera Wealth Management LLC20,971$732K0.0%-6.1%0.114%
5/7/2025AWM Capital LLC1,088,724$37.99M4.4%+6.5%5.917%
5/6/2025Grand Wealth Management LLC15,052$525K0.3%-2.6%0.082%
5/6/2025Morling Financial Advisors LLC10,781$376K0.1%+29.4%0.059%
5/6/2025Babb Wealth Advisors LLC20,566$718K0.6%-9.9%0.112%
5/5/2025Aspen Capital Management LLC45,436$1.59M0.5%N/A0.247%
5/5/2025Nwam LLC37,807$1.32M0.1%-10.8%0.205%
5/2/2025Forum Financial Management LP298,219$10.41M0.2%-1.0%1.621%
5/2/2025Bridgewater Advisors Inc.9,593$352K0.0%N/A0.052%
5/2/2025Schwarz Dygos Wheeler Investment Advisors LLC21,068$735K0.2%-2.9%0.115%
5/1/2025Asset Dedication LLC111,476$3.89M0.3%-13.9%0.606%
5/1/2025United Wealth Management LLC15,030$524K0.2%+2.5%0.082%
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4/29/2025Morris Financial Concepts Inc.5,526$193K0.1%+6.0%0.030%
4/29/2025New Capital Management LP178,472$6.23M1.8%+16.4%0.970%
4/29/2025OneDigital Investment Advisors LLC121,194$4.23M0.1%+6.6%0.659%
4/28/2025Equita Financial Network Inc.15,576$543K0.2%+30.4%0.085%
4/28/2025Penobscot Wealth Management6,425$224K0.1%N/A0.035%
4/28/2025Red Lighthouse Investment Management LLC2,879$97K0.0%-12.0%0.016%
4/28/2025Quarry Hill Advisors LLC98,037$3.42M2.2%+3.4%0.533%
4/28/2025BetterWealth LLC27,612$963K0.3%-25.8%0.150%
4/25/2025EnRich Financial Partners LLC8,555$298K0.1%-10.3%0.046%
4/25/2025DiNuzzo Private Wealth Inc.29,870$1.04M0.1%-1.3%0.162%
4/25/2025Root Financial Partners LLC10,620$371K0.0%N/A0.058%
4/24/2025Monument Group Wealth Advisors LLC6,634$231K0.2%-10.7%0.036%
4/23/2025Allodium Investment Consultants LLC138,651$4.84M3.6%+23.0%0.754%
4/23/2025Sequoia Financial Advisors LLC31,207$1.09M0.0%N/A0.170%
4/23/2025Pure Financial Advisors LLC73,217$2.56M0.1%+31.2%0.398%
4/23/2025Perigon Wealth Management LLC88,587$3.09M0.1%+14.2%0.481%
4/23/2025Northland Capital Management LLC48,416$1.69M1.1%-6.6%0.263%
4/23/2025RAM Investment Partners LLC101,655$3.55M0.9%+4.8%0.552%
4/23/2025Citrine Capital LLC315,058$10.99M6.9%+6.0%1.712%
4/22/2025First Financial Group Corp10,234$357K0.4%+22.9%0.056%
4/22/2025 Garde Capital Inc.71,790$2.51M0.1%-10.3%0.390%
4/22/2025Cordant Inc.21,000$733K0.4%-3.2%0.114%
4/21/2025Martin Worley Group68,135$2.38M1.4%+45.3%0.370%
4/21/2025Bay Colony Advisory Group Inc d b a Bay Colony Advisors7,700$271K0.0%-3.8%0.042%
4/21/2025Compass Capital Corp MA ADV14,876$519K0.3%-21.8%0.081%
4/21/2025TCI Wealth Advisors Inc.22,853$797K0.1%+2.7%0.124%
4/18/2025Clarius Group LLC6,314$220K0.0%N/A0.034%
4/18/2025Creative Capital Management Investments LLC25,382$886K0.3%+20.1%0.138%
4/18/2025Planning Center Inc.208,142$7.26M0.9%+5.6%1.131%
4/18/2025Five Oceans Advisors153,698$5.36M2.6%-12.7%0.835%
4/17/2025Adero Partners LLC566,520$19.77M1.3%-3.1%3.079%
4/17/2025Retirement Solution LLC377,237$13.16M3.6%-6.8%2.050%
4/17/2025RHS Financial LLC10,957$382K0.2%+44.3%0.060%
4/17/2025Brighton Jones LLC67,468$2.35M0.1%+26.3%0.367%
4/17/2025Family Wealth Partners LLC6,993$244K0.1%+5.7%0.038%
4/16/2025Wealth Enhancement Advisory Services LLC145,123$5.06M0.0%+0.9%0.789%
4/16/2025Wealth Advisors Northwest LLC12,987$453K0.3%+14.7%0.071%
4/15/2025Shira Ridge Wealth Management18,974$662K0.3%-22.7%0.103%
4/15/2025 Fiduciary Financial Group LLC15,102$505K0.1%-10.9%0.082%
4/15/2025Simplicity Wealth LLC20,583$718K0.1%N/A0.112%
4/14/2025Henrickson Nauta Wealth Advisors Inc.42,949$1.44M0.6%+54.7%0.233%
4/14/2025Farther Finance Advisors LLC26,674$934K0.0%+6.3%0.145%
4/14/2025Greenspring Advisors LLC113,563$3.96M0.9%-44.4%0.617%
4/14/2025Revolve Wealth Partners LLC65,891$2.30M0.3%+9.2%0.358%
4/11/2025First Affirmative Financial Network6,181$216K0.1%N/A0.034%
4/11/2025Foster Group Inc.5,937$207K0.0%N/A0.032%
4/10/2025McGrath & Associates Inc.12,074$421K0.8%N/A0.066%
4/10/2025Freedom Financial Partners LLC9,719$339K0.2%-7.0%0.053%
4/10/2025Apella Capital LLC145,116$4.91M0.2%+28.0%0.789%
4/10/2025Level Financial Advisors26,873$938K0.3%+2.1%0.146%
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4/9/2025Graves Light Lenhart Wealth Inc.5,996$209K0.0%N/A0.033%
4/9/2025Quantum Financial Advisors LLC927,060$32.35M4.8%+0.6%5.038%
4/7/2025AdvisorNet Financial Inc12,987$453K0.0%+17.5%0.071%
3/17/2025Wealth Enhancement Advisory Services LLC143,838$4.73M0.0%+10.6%0.808%
2/28/2025Brooklyn FI LLC83,840$2.84M0.5%N/A0.665%
2/25/2025 Garde Capital Inc.80,019$2.63M0.2%+0.9%0.635%
2/21/2025Vermillion Wealth Management Inc.7,586$249K0.1%N/A0.060%
2/20/2025Forum Financial Management LP301,113$9.89M0.2%+5.8%2.390%
2/20/2025Wealth Management Strategies Inc.7,190$236K0.2%N/A0.057%
2/18/2025Orion Capital Management LLC8,002$263K0.1%+4.5%0.064%
(Data available from 1/1/2016 forward)

DFSI Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of DFSI shares?

During the previous two years, 163 institutional investors and hedge funds held shares of Dimensional International Sustainability Core 1 ETF. The most heavily invested institutionals were AWM Capital LLC ($37.99M), Quantum Financial Advisors LLC ($32.35M), Francis Financial Inc. ($23.51M), Focus Partners Wealth ($21.67M), Adero Partners LLC ($19.77M), Abacus Wealth Partners LLC ($18.49M), and Merriman Wealth Management LLC ($18.30M).Learn more on Dimensional International Sustainability Core 1 ETF's institutional investors.

Which institutional investors have been buying Dimensional International Sustainability Core 1 ETF's stock?

Of the 154 institutional investors that purchased Dimensional International Sustainability Core 1 ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: AWM Capital LLC ($899.79K), Focus Partners Wealth ($594.72K), Francis Financial Inc. ($536.39K), Elser Financial Planning Inc ($394.07K), Citrine Capital LLC ($315.06K), Forum Financial Management LP ($300.19K), and OLD Mission Capital LLC ($230.94K).

How much institutional buying is happening at Dimensional International Sustainability Core 1 ETF?

Institutional investors have bought a total of 4,866,665 shares in the last 24 months. This purchase volume represents approximately $164.78M in transactions.

Which of Dimensional International Sustainability Core 1 ETF's major shareholders have been selling company stock?

Of the 46 institutional investors that sold Dimensional International Sustainability Core 1 ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Greenspring Advisors LLC ($90.85K), Jane Street Group LLC ($76.06K), NewEdge Advisors LLC ($40.45K), Retirement Solution LLC ($34.92K), Wealthspire Advisors LLC ($34.24K), Quantum Financial Advisors LLC ($23.37K), and Five Oceans Advisors ($22.28K).

How much institutional selling is happening at Dimensional International Sustainability Core 1 ETF?

Institutional investors have sold a total of 498,336 shares in the last 24 months. This volume of shares sold represents approximately $17.29M in transactions.



This page (NYSEARCA:DFSI) was last updated on 7/5/2025 by MarketBeat.com Staff
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