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Dimensional International Sustainability Core 1 ETF (DFSI) Institutional Ownership

$47.65 +0.16 (+0.34%)
As of 02:45 PM Eastern
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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)
146
Total
Institutional Inflows
(last 12 months)
$145.66M
Number of
Institutional Sellers
(last 12 months)
67
Total
Institutional Outflows
(last 12 months)
$30.46M
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DFSI Institutional Buying and Selling by Quarter

Dimensional International Sustainability Core 1 ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/10/2026 Heck Capital Advisors LLC5,050$228K0.0%-11.2%0.021%
7/10/2026 Family Wealth Partners LLC11,250$507K0.2%+2.5%0.046%
7/10/2026 Fiduciary Financial Group LLC41,988$1.89M0.2%+39.5%0.171%
7/9/2026 Revolve Wealth Partners LLC61,850$2.79M0.3%-2.5%0.252%
7/9/2026 Shira Ridge Wealth Management13,340$602K0.2%-24.9%0.054%
7/9/2026 Sax Wealth Advisors LLC10,929$463K0.0%N/A0.045%
7/8/2026 Quantum Financial Advisors LLC831,098$37.48M3.3%-1.1%3.392%
7/8/2026 Apella Capital LLC303,754$13.85M0.2%+4.8%1.240%
7/8/2026 Archer Investment Management LLC4,713$213K0.1%-47.5%0.019%
7/7/2026 Foster Group Inc.48,414$2.18M0.1%-1.5%0.198%
7/7/2026 CGN Advisors LLC23,017$1.04M0.1%-5.3%0.094%
5/29/2026 Asset Dedication LLC92,749$3.93M0.3%-15.1%0.398%
5/18/2026Royal Bank of Canada8,997$381K0.0%+600.7%0.039%
5/18/2026Envision Financial Planning LLC9,813$416K0.2%+13.2%0.042%
5/16/2026Quantinno Capital Management LP6,106$259K0.0%N/A0.026%
5/15/2026Waverly Advisors LLC13,014$552K0.0%+3.1%0.056%
5/15/2026 Bridgewater Advisors Inc.19,804$894K0.1%+7.2%0.085%
5/15/2026 Broadhurst Jeffrey B52,794$2.24M2.3%N/A0.227%
5/14/2026Modern Wealth Management LLC28,400$1.23M0.0%N/A0.122%
5/13/2026 NewEdge Wealth LLC5,182$220K0.0%N/A0.022%
5/7/2026 Eaton Cambridge Inc.7,384$313K0.1%N/A0.032%
5/6/2026 Modera Wealth Management LLC17,300$734K0.0%-15.0%0.074%
5/6/2026 Morling Financial Advisors LLC10,132$430K0.1%-8.6%0.043%
5/5/2026 D.A. Davidson & CO.5,916$251K0.0%-11.9%0.025%
5/5/2026 Bank of New York Mellon Corp58,630$2.49M0.0%N/A0.252%
5/5/2026 MB Generational Wealth LLC38,480$1.63M0.9%+3.4%0.165%
5/5/2026 Nwam LLC32,158$1.36M0.1%-4.4%0.138%
5/4/2026 Glassman Wealth Services12,547$532K0.1%+8.2%0.054%
5/4/2026 Chicago Partners Investment Group LLC26,399$1.19M0.0%+3.0%0.113%
5/1/2026Financial 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%
4/27/2026Financial Plan Inc.11,203$475K0.1%+16.3%0.048%
4/27/2026 Trademark Financial Management LLC16,611$704K0.3%-7.4%0.072%
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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%
3/9/2026 Corient Private Wealth LLC92,157$3.95M0.0%+3.7%0.415%
3/4/2026Pure Financial Advisors LLC154,488$6.62M0.1%+22.0%0.696%
2/20/2026SB Capital Management Inc31,166$1.34M0.5%N/A0.140%
2/19/2026 Professional Financial Solutions LLC ADV16,859$722K0.7%N/A0.076%
2/19/2026 Corient Private Wealth LLC92,157$3.95M0.0%+3.7%0.415%
2/18/2026 Mercer 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%
2/18/2026 EP Wealth Advisors LLC5,576$239K0.0%N/A0.025%
2/18/2026 NewEdge Advisors LLC22,697$972K0.0%-4.9%0.102%
2/18/2026 Cahill 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%
2/17/2026 Momentous 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%
2/17/2026 Wealth Architects LLC155,234$6.65M0.6%+24.8%0.699%
2/17/2026Osaic Holdings Inc.9,959$427K0.0%+8.1%0.045%
2/17/2026 AWM Capital LLC865,288$37.07M3.4%+5.0%3.898%
2/17/2026 Hill Investment Group Partners LLC11,306$484K0.1%+131.1%0.051%
2/17/2026 Donalies Financial Planning LLC102,636$4.40M3.7%N/A0.462%
2/17/2026Royal Bank of Canada1,284$55K0.0%+116.5%0.006%
2/16/2026 MML 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%
2/16/2026 Focus Partners Wealth1,166,911$50.00M0.1%-1.2%5.256%
2/16/2026 Clarity Asset Management Inc.871$37K0.0%N/A0.004%
2/13/2026 Kestra Advisory Services LLC19,322$828K0.0%+58.0%0.087%
2/13/2026 Burton 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%
2/12/2026 Timmons 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%
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2/12/2026Betterment LLC113,552$4.87M0.0%+19.4%0.511%
2/12/2026 Bank of Montreal Can12,575$539K0.0%-2.7%0.057%
2/12/2026 RAM 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%
2/11/2026 Focus 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%
2/11/2026 LPL Financial LLC39,057$1.67M0.0%+11.0%0.176%
2/11/2026 Francis 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%


DFSI Institutional Ownership - Frequently Asked Questions

During the previous two years, 219 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), Quantum Financial Advisors LLC ($37.48M), AWM Capital LLC ($37.07M), 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.

Of the 211 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 ($451.51K), Citrine Capital LLC ($389.98K), Five Oceans Advisors ($286.38K), Thrivent Financial for Lutherans ($282.50K), and AWM Capital LLC ($264.05K).

Institutional investors have bought a total of 3,492,488 shares in the last 24 months. This purchase volume represents approximately $145.66M in transactions.

Of the 66 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: Jane Street Group LLC ($177.54K), Corient Private Wealth LLC ($141.14K), Henrickson Nauta Wealth Advisors Inc. ($45.08K), NewEdge Advisors LLC ($35.09K), Quantum Financial Advisors LLC ($28.66K), Planning Center Inc. ($27.56K), and Focus Partners Advisor Solutions LLC ($26.47K).

Institutional investors have sold a total of 727,962 shares in the last 24 months. This volume of shares sold represents approximately $30.46M in transactions.


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Institutional ownership data for NYSEARCA:DFSI is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 7/10/2026. New 13F filings are added each quarter as they're published.
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