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Dimensional International Sustainability Core 1 ETF (DFSI) Institutional Ownership

$44.57 +0.45 (+1.02%)
As of 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)
168
Total
Institutional Inflows
(last 12 months)
$249.50M
Number of
Institutional Sellers
(last 12 months)
81
Total
Institutional Outflows
(last 12 months)
$50.42M
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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
5/5/2026Bank of New York Mellon Corp58,630$2.49M0.0%N/A0.252%
5/5/2026MB Generational Wealth LLC38,480$1.63M0.9%+3.4%0.165%
5/5/2026Nwam LLC32,158$1.36M0.1%-4.4%0.138%
5/4/2026Glassman Wealth Services12,547$532K0.1%+8.2%0.054%
5/4/2026Chicago Partners Investment Group LLC26,399$1.19M0.0%+3.0%0.113%
5/1/2026 Financial Connections Group Inc.22,868$969K0.3%+3.5%0.098%
5/1/2026 Simplicity Wealth LLC76,056$3.23M0.2%-8.3%0.326%
5/1/2026 Sequoia Financial Advisors LLC84,723$3.59M0.0%+1.9%0.364%
4/30/2026 Triune Financial Partners LLC110,286$4.68M1.1%+0.5%0.473%
4/30/2026 Your Advocates Ltd. LLP825$35K0.0%-43.5%0.004%
4/29/2026 Rockwood Wealth Management LLC6,207$263K0.0%+32.1%0.027%
4/29/2026 American Capital Advisory LLC2,267$96K0.0%N/A0.010%
4/28/2026 Planning Center Inc.181,791$7.71M0.8%-4.5%0.780%
4/27/2026 TCI Wealth Advisors Inc.108,155$4.59M0.2%-0.3%0.466%
4/27/2026 Financial Plan Inc.11,203$475K0.1%+16.3%0.048%
4/27/2026 Trademark Financial Management LLC16,611$704K0.3%-7.4%0.072%
4/25/2026 SOL Capital Management CO32,245$1.37M0.6%N/A0.139%
4/25/2026 BetterWealth LLC26,243$1.11M0.2%-1.4%0.113%
4/24/2026 Root Financial Partners LLC28,590$1.21M0.1%+64.4%0.123%
4/24/2026 Equita Financial Network Inc.65,819$2.79M0.9%+33.7%0.284%
4/23/2026 SJS Investment Consulting Inc.1,520$64K0.0%N/A0.007%
4/23/2026 Forum Financial Management LP263,782$11.18M0.2%-7.7%1.137%
4/22/2026 First Financial Group Corp11,116$471K0.4%-4.8%0.048%
4/22/2026 Citrine Capital LLC389,981$16.54M7.2%+9.1%1.681%
4/22/2026 Creative Capital Management Investments LLC46,433$1.97M0.6%+61.3%0.200%
4/21/2026 AA Financial Advisors LLC5,491$233K0.0%N/A0.024%
4/21/2026 Maseco LLP987,534$41.75M1.3%+4.3%4.257%
4/21/2026 Penobscot Wealth Management8,070$342K0.1%+4.1%0.035%
4/20/2026 Cardinal Point Capital Management ULC73,252$3.11M0.2%-2.1%0.316%
4/20/2026 Tanager Wealth Management LLP7,912$335K0.0%-19.1%0.034%
4/20/2026 Joel Adams & Associates Inc.13,031$553K0.4%+59.1%0.056%
4/20/2026 Apella Capital LLC289,911$13.34M0.2%+36.5%1.250%
4/17/2026 AdvisorNet Financial Inc12,535$531K0.0%-17.2%0.054%
4/17/2026 Ocean Park Asset Management LLC10,975$465K0.0%N/A0.047%
4/16/2026 Henrickson Nauta Wealth Advisors Inc.46,669$1.98M0.6%-49.1%0.201%
3/9/2026Corient Private Wealth LLC92,157$3.95M0.0%+3.7%0.415%
3/4/2026 Pure Financial Advisors LLC154,488$6.62M0.1%+22.0%0.696%
2/20/2026SB Capital Management Inc31,166$1.34M0.5%N/A0.140%
2/19/2026Professional Financial Solutions LLC ADV16,859$722K0.7%N/A0.076%
2/19/2026Corient Private Wealth LLC92,157$3.95M0.0%+3.7%0.415%
2/18/2026Mercer Global Advisors Inc. ADV123,280$5.28M0.0%+36.0%0.555%
2/18/2026Beacon Pointe Advisors LLC119,350$5.11M0.0%+2.0%0.538%
2/18/2026EP Wealth Advisors LLC5,576$239K0.0%N/A0.025%
2/18/2026NewEdge Advisors LLC22,697$972K0.0%-4.9%0.102%
2/18/2026Cahill Financial Advisors Inc.30,836$1.32M0.1%-3.1%0.139%
2/17/2026Cardiff Park Advisors LLC7,095$304K0.0%+57.8%0.032%
2/17/2026Envision Financial Planning LLC8,671$371K0.1%-4.2%0.039%
2/17/2026Momentous Wealth Management Inc.75,759$3.25M1.8%-0.7%0.341%
2/17/2026Wealth Management Strategies Inc.25,015$1.07M0.5%+6.7%0.113%
2/17/2026Wealth Architects LLC155,234$6.65M0.6%+24.8%0.699%
2/17/2026Osaic Holdings Inc.9,959$427K0.0%+8.1%0.045%
2/17/2026AWM Capital LLC865,288$37.07M3.4%+5.0%3.898%
2/17/2026Hill Investment Group Partners LLC11,306$484K0.1%+131.1%0.051%
2/17/2026Donalies Financial Planning LLC102,636$4.40M3.7%N/A0.462%
2/17/2026Royal Bank of Canada1,284$55K0.0%+116.5%0.006%
2/16/2026MML Investors Services LLC65,596$2.81M0.0%+23.5%0.295%
2/16/2026North Ridge Wealth Advisors Inc.17,689$758K0.4%+25.6%0.080%
2/16/2026Focus Partners Wealth1,166,911$50.00M0.1%-1.2%5.256%
2/16/2026Clarity Asset Management Inc.871$37K0.0%N/A0.004%
2/13/2026 Kestra Advisory Services LLC19,322$828K0.0%+58.0%0.087%
2/13/2026Burton Enright Welch11,814$506K0.1%N/A0.053%
2/13/2026Parkside Financial Bank & Trust39,277$1.68M0.1%-5.1%0.177%
2/13/2026Balanced Rock Investment Advisors LLC215,035$9.21M6.5%+1.3%0.969%
2/12/2026Timmons Wealth Management LLC898$38K0.0%N/A0.004%
2/12/2026Jane Street Group LLC28,004$1.20M0.0%-86.4%0.126%
2/12/2026 Commonwealth Equity Services LLC47,678$2.04M0.0%-11.8%0.215%
2/12/2026Betterment LLC113,552$4.87M0.0%+19.4%0.511%
2/12/2026Bank of Montreal Can12,575$539K0.0%-2.7%0.057%
2/12/2026RAM Investment Partners LLC121,930$5.22M0.9%+3.2%0.549%
2/11/2026Babb Wealth Advisors LLC24,341$1.04M0.6%+20.3%0.110%
2/11/2026Focus Partners Advisor Solutions LLC131,428$5.63M0.1%-16.8%0.592%
2/11/2026Cerity Partners LLC43,412$1.90M0.0%-3.9%0.196%
2/11/2026LPL Financial LLC39,057$1.67M0.0%+11.0%0.176%
2/11/2026Francis Financial Inc.741,881$31.79M6.2%+5.2%3.342%
2/11/2026 Petersen Hastings Wealth Advisors Inc.17,762$761K0.1%N/A0.080%
2/11/2026 Vise Technologies Inc.19,336$828K0.0%+270.6%0.087%
2/10/2026 McGrath & Associates Inc.11,212$480K0.7%-8.8%0.051%
2/10/2026Greenspring Advisors LLC211,590$9.07M0.6%+3.5%0.953%
2/10/2026 Bridge Generations Wealth Management LLC8,754$375K0.2%-20.2%0.039%
2/10/2026 Root Financial Partners LLC17,386$745K0.0%+50.3%0.078%
2/10/2026 Old Peak Finance LLC9,525$408K0.3%N/A0.043%
2/10/2026 Garde Capital Inc.85,988$3.68M0.2%+2.5%0.387%
2/10/2026Savant Capital LLC94,938$4.07M0.0%+27.5%0.428%
2/9/2026Syverson Strege & Co43,714$1.87M0.4%-4.8%0.197%
2/9/2026 Robinson Smith Wealth Advisors LLC10,347$443K0.3%+35.0%0.047%
2/9/2026 Flagstone Financial Management19,147$820K0.2%+8.4%0.086%
2/9/2026Schwarz Dygos Wheeler Investment Advisors LLC18,454$791K0.2%-10.9%0.083%
2/6/2026Ruedi Wealth Management Inc.7,591$325K0.1%+3.0%0.034%
2/6/2026Addison Advisors LLC96,042$4.12M0.9%+1.0%0.433%
2/6/2026Larson Financial Group LLC2,542$109K0.0%N/A0.011%
2/6/2026HighTower Advisors LLC16,573$710K0.0%+6.0%0.075%
2/5/2026Mission Wealth Management LP4,958$212K0.0%N/A0.022%
2/5/2026 Abacus Wealth Partners LLC582,626$24.96M2.4%-1.1%2.624%
2/5/2026 Thrivent Financial for Lutherans147,974$6.34M0.0%N/A0.667%
2/5/2026 Cardinal Point Capital Management ULC74,795$3.21M0.2%+3.2%0.337%
2/4/2026Rockbridge Investment Management LCC69,148$2.96M0.3%+0.4%0.311%
2/4/2026 Pure Financial Advisors LLC154,488$6.62M0.1%+22.0%0.696%
2/4/2026Nwam LLC33,640$1.44M0.1%-5.1%0.152%
2/3/2026 Sequoia Financial Advisors LLC83,154$3.56M0.0%-10.6%0.375%
2/2/2026 Triune Financial Partners LLC109,734$4.91M1.1%-1.6%0.494%


DFSI Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of DFSI shares?

During the previous two years, 214 institutional investors and hedge funds held shares of Dimensional International Sustainability Core 1 ETF. The most heavily invested institutionals were Focus Partners Wealth ($50.00M), Maseco LLP ($41.75M), AWM Capital LLC ($37.07M), Quantum Financial Advisors LLC ($36.63M), Francis Financial Inc. ($31.79M), Abacus Wealth Partners LLC ($24.96M), and Pathstone Holdings LLC ($20.33M).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 207 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: Maseco LLP ($927.86K), Focus Partners Wealth ($623.89K), Elser Financial Planning Inc ($623.08K), Citrine Capital LLC ($389.98K), Five Oceans Advisors ($287.64K), Thrivent Financial for Lutherans ($282.50K), and Francis Financial Inc. ($279.79K).

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

Institutional investors have bought a total of 6,265,700 shares in the last 24 months. This purchase volume represents approximately $249.50M in transactions.

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

Of the 81 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), Jane Street Group LLC ($177.54K), Corient Private Wealth LLC ($141.14K), NewEdge Advisors LLC ($76.88K), Quantum Financial Advisors LLC ($72.16K), Henrickson Nauta Wealth Advisors Inc. ($45.08K), and Forum Financial Management LP ($34.44K).

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

Institutional investors have sold a total of 1,248,441 shares in the last 24 months. This volume of shares sold represents approximately $50.42M in transactions.



This page (NYSEARCA:DFSI) was last updated on 5/5/2026 by MarketBeat.com Staff.
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