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Dimensional International Sustainability Core 1 ETF (DFSI) Institutional Ownership

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

Number of
Institutional Buyers
(last 12 months)
138
Total
Institutional Inflows
(last 12 months)
$212.15M
Number of
Institutional Sellers
(last 12 months)
54
Total
Institutional Outflows
(last 12 months)
$33.68M
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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
7/25/2025Wealth Architects LLC111,411$4.39M0.4%+18.4%0.580%
7/25/2025Sequoia Financial Advisors LLC29,141$1.15M0.0%-6.6%0.152%
7/25/2025RHS Financial LLC5,867$231K0.1%-46.5%0.031%
7/24/2025 Financial Connections Group Inc.19,688$775K0.3%+62.5%0.103%
7/24/2025 Wealth Advisors Northwest LLC13,475$531K0.3%+3.8%0.070%
7/23/2025 Quarry Hill Advisors LLC93,647$3.69M2.1%-4.5%0.488%
7/23/2025 First Financial Group Corp10,823$427K0.4%+5.8%0.056%
7/23/2025 Asset Planning Corporation7,399$292K0.2%-79.3%0.039%
7/22/2025 AWM Capital LLC784,487$30.92M3.3%-27.9%4.086%
7/22/2025 Hill Island Financial LLC185,505$7.31M2.0%N/A0.966%
7/22/2025 Clarius Group LLC6,604$260K0.0%+4.6%0.034%
7/21/2025 Trellis Wealth Advisors LLC50,684$2.00M0.9%+1.1%0.264%
7/18/2025 Tanager Wealth Management LLP14,303$564K0.1%+7.1%0.074%
7/18/2025 Pure Financial Advisors LLC106,761$4.21M0.1%+45.8%0.556%
7/18/2025 Heritage Financial Services LLC173,376$6.83M0.7%+0.7%0.903%
7/18/2025 Citrine Capital LLC322,948$12.73M6.8%+2.5%1.682%
7/17/2025 Elser Financial Planning Inc229,002$8.90M0.5%N/A1.199%
7/17/2025 Vermillion Wealth Management Inc.8,375$330K0.2%+10.1%0.044%
7/17/2025 Willow Creek Wealth Management Inc.254,144$10.02M0.9%+5.8%1.331%
7/17/2025 XY Planning Network Inc.6,045$238K0.1%N/A0.032%
7/16/2025 Five Oceans Advisors226,384$8.92M3.8%+47.3%1.185%
7/16/2025 TCI Wealth Advisors Inc.30,743$1.21M0.1%+34.5%0.161%
7/16/2025 Blue Oak Capital LLC7,885$311K0.2%N/A0.041%
7/16/2025 Perigon Wealth Management LLC90,282$3.56M0.1%+1.9%0.473%
7/15/2025 Level Financial Advisors30,226$1.19M0.4%+12.5%0.158%
7/15/2025 Accurate Wealth Management LLC5,829$231K0.0%N/A0.031%
7/15/2025 Maseco LLP843,506$33.24M1.3%N/A4.416%
7/15/2025 Family Wealth Partners LLC6,709$264K0.1%-4.1%0.035%
7/14/2025 AdvisorNet Financial Inc16,594$654K0.0%+27.8%0.087%
7/14/2025 BetterWealth LLC27,298$1.08M0.3%-1.1%0.143%
7/14/2025 Northland Capital Management LLC44,403$1.75M1.1%-8.3%0.232%
7/14/2025 Abacus Wealth Partners LLC560,620$22.09M3.4%+5.8%2.935%
7/14/2025 Sellwood Investment Partners LLC14,431$569K0.3%N/A0.076%
7/14/2025 Physician Wealth Advisors Inc.9,239$364K0.1%-10.0%0.048%
7/11/2025 Quantum Financial Advisors LLC874,253$34.45M4.7%-5.7%4.577%
7/11/2025 Farther Finance Advisors LLC26,251$1.04M0.0%-1.6%0.137%
7/10/2025 Waypoint Wealth Partners Inc.77,558$3.06M0.7%+38.0%0.406%
7/10/2025 Wealth Enhancement Advisory Services LLC144,049$5.68M0.0%-0.7%0.754%
7/9/2025 Archer Investment Management LLC74,824$2.95M2.1%-15.4%0.392%
7/8/2025 Henrickson Nauta Wealth Advisors Inc.43,886$1.73M0.6%+2.2%0.232%
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7/8/2025 Elevation Wealth Partners LLC10,892$429K0.2%N/A0.058%
7/8/2025 Apella Capital LLC154,343$6.04M0.2%+6.4%0.817%
7/7/2025 New Capital Management LP185,790$7.32M2.0%+4.1%0.983%
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%
5/14/2025 Heritage 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%
5/13/2025 Waypoint 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%
5/9/2025 Financial 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%
5/8/2025 Abacus Wealth Partners LLC529,885$18.49M2.8%-0.4%2.880%
5/8/2025Modera Wealth Management LLC20,971$732K0.0%-6.1%0.114%
5/7/2025 AWM Capital LLC1,088,724$37.99M4.4%+6.5%5.917%
5/6/2025 Grand 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%
4/29/2025Morris 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%
4/29/2025OneDigital 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%
4/28/2025 Quarry Hill Advisors LLC98,037$3.42M2.2%+3.4%0.533%
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4/28/2025 BetterWealth LLC27,612$963K0.3%-25.8%0.150%
4/25/2025EnRich 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%
4/25/2025Root 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%
4/23/2025 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%
(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, 170 institutional investors and hedge funds held shares of Dimensional International Sustainability Core 1 ETF. The most heavily invested institutionals were Quantum Financial Advisors LLC ($34.45M), Maseco LLP ($33.24M), AWM Capital LLC ($30.92M), Francis Financial Inc. ($23.51M), Abacus Wealth Partners LLC ($22.09M), Focus Partners Wealth ($21.67M), and Adero Partners LLC ($19.77M).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 160 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), Maseco LLP ($843.51K), Elser Financial Planning Inc ($623.08K), Focus Partners Wealth ($594.72K), Francis Financial Inc. ($536.39K), Citrine Capital LLC ($322.95K), and Forum Financial Management LP ($300.19K).

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

Institutional investors have bought a total of 6,000,930 shares in the last 24 months. This purchase volume represents approximately $212.15M in transactions.

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

Of the 54 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: AWM Capital LLC ($304.24K), Greenspring Advisors LLC ($90.85K), Quantum Financial Advisors LLC ($76.18K), Jane Street Group LLC ($76.06K), NewEdge Advisors LLC ($40.45K), Retirement Solution LLC ($34.92K), and Wealthspire Advisors LLC ($34.24K).

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

Institutional investors have sold a total of 914,007 shares in the last 24 months. This volume of shares sold represents approximately $33.68M in transactions.



This page (NYSEARCA:DFSI) was last updated on 7/25/2025 by MarketBeat.com Staff
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