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Dimensional International Sustainability Core 1 ETF (DFSI) Institutional Ownership

$37.22 +0.64 (+1.75%)
As of 05/2/2025 04:10 PM Eastern

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

Number of
Institutional Buyers
(last 12 months)
127
Total
Institutional Inflows
(last 12 months)
$130.01M
Number of
Institutional Sellers
(last 12 months)
40
Total
Institutional Outflows
(last 12 months)
$14.49M
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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
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%
5/1/2025 Asset Dedication LLC111,476$3.89M0.3%-13.9%0.606%
5/1/2025 United Wealth Management LLC15,030$524K0.2%+2.5%0.082%
4/29/2025 Morris Financial Concepts Inc.5,526$193K0.1%+6.0%0.030%
4/29/2025 New Capital Management LP178,472$6.23M1.8%+16.4%0.970%
4/29/2025 OneDigital Investment Advisors LLC121,194$4.23M0.1%+6.6%0.659%
4/28/2025 Equita Financial Network Inc.15,576$543K0.2%+30.4%0.085%
4/28/2025 Penobscot Wealth Management6,425$224K0.1%N/A0.035%
4/28/2025 Red Lighthouse Investment Management LLC2,879$97K0.0%-12.0%0.016%
4/28/2025 Quarry Hill Advisors LLC98,037$3.42M2.2%+3.4%0.533%
4/28/2025 BetterWealth LLC27,612$963K0.3%-25.8%0.150%
4/25/2025 EnRich Financial Partners LLC8,555$298K0.1%-10.3%0.046%
4/25/2025 DiNuzzo Private Wealth Inc.29,870$1.04M0.1%-1.3%0.162%
4/25/2025 Root Financial Partners LLC10,620$371K0.0%N/A0.058%
4/24/2025 Monument Group Wealth Advisors LLC6,634$231K0.2%-10.7%0.036%
4/23/2025 Allodium Investment Consultants LLC138,651$4.84M3.6%+23.0%0.754%
4/23/2025 Sequoia Financial Advisors LLC31,207$1.09M0.0%N/A0.170%
4/23/2025 Pure Financial Advisors LLC73,217$2.56M0.1%+31.2%0.398%
4/23/2025 Perigon Wealth Management LLC88,587$3.09M0.1%+14.2%0.481%
4/23/2025 Northland Capital Management LLC48,416$1.69M1.1%-6.6%0.263%
4/23/2025 RAM Investment Partners LLC101,655$3.55M0.9%+4.8%0.552%
4/23/2025 Citrine Capital LLC315,058$10.99M6.9%+6.0%1.712%
4/22/2025 First 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%
4/22/2025 Cordant Inc.21,000$733K0.4%-3.2%0.114%
4/21/2025 Martin Worley Group68,135$2.38M1.4%+45.3%0.370%
4/21/2025 Bay Colony Advisory Group Inc d b a Bay Colony Advisors7,700$271K0.0%-3.8%0.042%
4/21/2025 Compass Capital Corp MA ADV14,876$519K0.3%-21.8%0.081%
4/21/2025 TCI Wealth Advisors Inc.22,853$797K0.1%+2.7%0.124%
4/18/2025 Clarius Group LLC6,314$220K0.0%N/A0.034%
4/18/2025 Creative Capital Management Investments LLC25,382$886K0.3%+20.1%0.138%
4/18/2025 Planning Center Inc.208,142$7.26M0.9%+5.6%1.131%
4/18/2025 Five Oceans Advisors153,698$5.36M2.6%-12.7%0.835%
4/17/2025 Adero Partners LLC566,520$19.77M1.3%-3.1%3.079%
4/17/2025 Retirement Solution LLC377,237$13.16M3.6%-6.8%2.050%
4/17/2025 RHS Financial LLC10,957$382K0.2%+44.3%0.060%
4/17/2025 Brighton Jones LLC67,468$2.35M0.1%+26.3%0.367%
4/17/2025 Family Wealth Partners LLC6,993$244K0.1%+5.7%0.038%
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4/16/2025 Wealth Enhancement Advisory Services LLC145,123$5.06M0.0%+0.9%0.789%
4/16/2025 Wealth Advisors Northwest LLC12,987$453K0.3%+14.7%0.071%
4/15/2025 Shira Ridge Wealth Management18,974$662K0.3%-22.7%0.103%
4/15/2025 Fiduciary Financial Group LLC15,102$505K0.1%-10.9%0.082%
4/15/2025 Simplicity Wealth LLC20,583$718K0.1%N/A0.112%
4/14/2025 Henrickson Nauta Wealth Advisors Inc.42,949$1.44M0.6%+54.7%0.233%
4/14/2025 Farther Finance Advisors LLC26,674$934K0.0%+6.3%0.145%
4/14/2025 Greenspring Advisors LLC113,563$3.96M0.9%-44.4%0.617%
4/14/2025 Revolve Wealth Partners LLC65,891$2.30M0.3%+9.2%0.358%
4/11/2025 First Affirmative Financial Network6,181$216K0.1%N/A0.034%
4/11/2025 Foster Group Inc.5,937$207K0.0%N/A0.032%
4/10/2025 McGrath & Associates Inc.12,074$421K0.8%N/A0.066%
4/10/2025 Freedom Financial Partners LLC9,719$339K0.2%-7.0%0.053%
4/10/2025 Apella Capital LLC145,116$4.91M0.2%+28.0%0.789%
4/10/2025 Level Financial Advisors26,873$938K0.3%+2.1%0.146%
4/9/2025 Graves Light Lenhart Wealth Inc.5,996$209K0.0%N/A0.033%
4/9/2025 Quantum Financial Advisors LLC927,060$32.35M4.8%+0.6%5.038%
4/7/2025 AdvisorNet Financial Inc12,987$453K0.0%+17.5%0.071%
3/17/2025 Wealth 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%
2/21/2025 Vermillion 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%
2/18/2025Focus Partners Advisor Solutions LLC81,708$2.68M0.0%+33.0%0.648%
2/17/2025True Wealth Design LLC3,477$114K0.0%+16.9%0.028%
2/17/2025Pathstone Holdings LLC273,821$9.07M0.0%+45.0%2.173%
2/17/2025 LRI Investments LLC3,077$101K0.0%+101.5%0.024%
2/17/2025Francis Financial Inc.640,886$21.05M4.9%+9.9%5.086%
2/17/2025EP Wealth Advisors LLC37,764$1.24M0.0%N/A0.300%
2/17/2025Cahill Financial Advisors Inc.24,202$795K0.1%-4.5%0.192%
2/17/2025Citadel Advisors LLC10,140$333K0.0%N/A0.080%
2/14/2025Jane Street Group LLC93,327$3.07M0.0%+2.1%0.741%
2/14/2025 Rehmann Capital Advisory Group9,308$306K0.0%+19.2%0.074%
2/14/2025Betterment LLC39,844$1.31M0.0%+101.5%0.316%
2/14/2025 OneDigital Investment Advisors LLC113,702$3.74M0.0%+13.6%0.902%
2/14/2025WPWealth LLP12,107$398K0.1%+9.3%0.096%
2/14/2025Forum Financial Management LP301,113$9.89M0.2%+5.8%2.390%
2/14/2025 Bridge Generations Wealth Management LLC11,159$367K0.2%N/A0.089%
2/14/2025Balanced Rock Investment Advisors LLC197,867$6.50M5.1%N/A1.570%
2/13/2025NewEdge Advisors LLC99,574$3.27M0.0%+8.1%0.790%
2/12/2025 Martin Worley Group46,898$1.54M1.0%N/A0.372%
2/12/2025Grand Wealth Management LLC15,453$508K0.3%+2.1%0.123%
2/12/2025Rockbridge Investment Management LCC45,680$1.50M0.2%+4.0%0.363%
2/12/2025JPMorgan Chase & Co.3,085$101K0.0%+47.1%0.024%
2/12/2025 Foundation Wealth Management LLC PA13,704$450K0.2%N/A0.109%
2/12/2025Momentous Wealth Management Inc.63,755$2.09M1.7%N/A0.506%
2/11/2025Syverson Strege & Co43,341$1.42M0.5%+5.0%0.344%
2/11/2025LPL Financial LLC20,528$674K0.0%+10.4%0.163%
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2/11/2025 von Borstel & Associates Inc.14,468$475K0.2%+87.4%0.115%
2/11/2025Truepoint Inc.74,871$2.46M0.1%+2.2%0.594%
2/11/2025Brooklyn FI LLC83,840$2.84M0.0%N/A0.665%
2/10/2025Carlson Capital Management31,429$1.03M0.0%+37.1%0.249%
2/10/2025Wealth Architects LLC86,045$2.83M0.3%+11.1%0.683%
2/10/2025Curio Wealth LLC2,732$90K0.0%N/A0.022%
2/10/2025 United Wealth Management LLC14,657$481K0.2%N/A0.116%
2/10/2025Corient Private Wealth LLC136,776$4.49M0.0%+2.7%1.086%
2/10/2025 First Financial Group Corp8,327$274K0.3%N/A0.066%
2/10/2025Commonwealth Equity Services LLC38,792$1.27M0.0%+5.5%0.308%
(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, 159 institutional investors and hedge funds held shares of Dimensional International Sustainability Core 1 ETF. The most heavily invested institutionals were AWM Capital LLC ($33.58M), Quantum Financial Advisors LLC ($32.35M), Francis Financial Inc. ($21.05M), Adero Partners LLC ($19.77M), Merriman Wealth Management LLC ($18.30M), Abacus Wealth Partners LLC ($17.48M), and Retirement Solution LLC ($13.16M).Learn more on DFSI's institutional investors.

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

Of the 149 institutional investors that purchased Dimensional International Sustainability Core 1 ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: AWM Capital LLC ($833.29K), Francis Financial Inc. ($606.06K), Abacus Wealth Partners LLC ($531.99K), Elser Financial Planning Inc ($394.07K), Citrine Capital LLC ($315.06K), Forum Financial Management LP ($300.19K), and Vista Wealth Management Group LLC ($254.14K).

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

Institutional investors have bought a total of 8,093,609 shares in the last 24 months. This purchase volume represents approximately $259.33M in transactions.

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

Of the 48 institutional investors that sold Dimensional International Sustainability Core 1 ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: AWM Capital LLC ($280.98K), Greenspring Advisors LLC ($90.85K), Jane Street Group LLC ($76.06K), Trellis Wealth Advisors LLC ($39.32K), Retirement Solution LLC ($34.92K), Wealthspire Advisors LLC ($33.97K), and New Capital Management LP ($33.25K).

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

Institutional investors have sold a total of 812,203 shares in the last 24 months. This volume of shares sold represents approximately $27.11M in transactions.



This page (NYSEARCA:DFSI) was last updated on 5/3/2025 by MarketBeat.com Staff
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