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Dimensional International Sustainability Core 1 ETF (DFSI) Institutional Ownership

$35.08 -0.24 (-0.68%)
As of 02/21/2025 04:10 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
121
Total
Institutional Inflows
(last 12 months)
$128.38M
Number of
Institutional Sellers
(last 12 months)
28
Total
Institutional Outflows
(last 12 months)
$8.41M
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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
2/21/2025Vermillion Wealth Management Inc.7,586$249K0.1%N/A0.060%
2/20/2025 Forum Financial Management LP301,113$9.89M0.2%+5.8%2.390%
2/20/2025Wealth Management Strategies Inc.7,190$236K0.2%N/A0.057%
2/18/2025 Orion Capital Management LLC8,002$263K0.1%+4.5%0.064%
2/18/2025 Focus Partners Advisor Solutions LLC81,708$2.68M0.0%+33.0%0.648%
2/17/2025 True Wealth Design LLC3,477$114K0.0%+16.9%0.028%
2/17/2025 Pathstone Holdings LLC273,821$9.07M0.0%+45.0%2.173%
2/17/2025 LRI Investments LLC3,077$101K0.0%+101.5%0.024%
2/17/2025 Francis Financial Inc.640,886$21.05M4.9%+9.9%5.086%
2/17/2025 EP Wealth Advisors LLC37,764$1.24M0.0%N/A0.300%
2/17/2025 Cahill Financial Advisors Inc.24,202$795K0.1%-4.5%0.192%
2/17/2025 Citadel Advisors LLC10,140$333K0.0%N/A0.080%
2/14/2025 Jane 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%
2/14/2025 Betterment LLC39,844$1.31M0.0%+101.5%0.316%
2/14/2025 OneDigital Investment Advisors LLC113,702$3.74M0.0%+13.6%0.902%
2/14/2025 WPWealth LLP12,107$398K0.1%+9.3%0.096%
2/14/2025 Forum 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%
2/14/2025 Balanced Rock Investment Advisors LLC197,867$6.50M5.1%N/A1.570%
2/13/2025 NewEdge Advisors LLC99,574$3.27M0.0%+8.1%0.790%
2/12/2025 Martin Worley Group46,898$1.54M1.0%N/A0.372%
2/12/2025 Grand Wealth Management LLC15,453$508K0.3%+2.1%0.123%
2/12/2025 Rockbridge Investment Management LCC45,680$1.50M0.2%+4.0%0.363%
2/12/2025 JPMorgan Chase & Co.3,085$101K0.0%+47.1%0.024%
2/12/2025 Foundation Wealth Management LLC PA13,704$450K0.2%N/A0.109%
2/12/2025 Momentous Wealth Management Inc.63,755$2.09M1.7%N/A0.506%
2/11/2025 Syverson Strege & Co43,341$1.42M0.5%+5.0%0.344%
2/11/2025 LPL Financial LLC20,528$674K0.0%+10.4%0.163%
2/11/2025 von Borstel & Associates Inc.14,468$475K0.2%+87.4%0.115%
2/11/2025 Truepoint Inc.74,871$2.46M0.1%+2.2%0.594%
2/11/2025 Brooklyn FI LLC83,840$2.84M0.0%N/A0.665%
2/10/2025 Carlson Capital Management31,429$1.03M0.0%+37.1%0.249%
2/10/2025 Wealth Architects LLC86,045$2.83M0.3%+11.1%0.683%
2/10/2025 Curio Wealth LLC2,732$90K0.0%N/A0.022%
2/10/2025 United Wealth Management LLC14,657$481K0.2%N/A0.116%
2/10/2025 Corient Private Wealth LLC136,776$4.49M0.0%+2.7%1.086%
2/10/2025 First Financial Group Corp8,327$274K0.3%N/A0.066%
2/10/2025 Commonwealth Equity Services LLC38,792$1.27M0.0%+5.5%0.308%
2/10/2025 Farther Finance Advisors LLC25,091$824K0.0%+22.3%0.199%
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2/10/2025 Parkworth Wealth Management Inc.1,294$43K0.0%N/A0.010%
2/7/2025 HighTower Advisors LLC10,749$353K0.0%-8.9%0.085%
2/7/2025 Geometric Wealth Advisors13,460$442K0.1%+18.6%0.107%
2/7/2025 Morling Financial Advisors LLC8,331$274K0.1%+17.2%0.066%
2/7/2025 Retirement Solution LLC404,606$13.29M3.5%-0.1%3.211%
2/7/2025 Babb Wealth Advisors LLC22,814$749K0.6%N/A0.181%
2/6/2025 Wolfstich Capital LLC7,577$249K0.2%N/A0.060%
2/6/2025 Modera Wealth Management LLC22,336$734K0.0%+23.9%0.177%
2/5/2025 AWM Capital LLC1,022,222$33.58M4.1%+12.9%8.113%
2/5/2025 Nwam LLC42,386$1.39M0.1%+20.7%0.336%
2/4/2025 Addison Advisors LLC82,911$2.72M0.8%+17.2%0.658%
2/4/2025 Delap Wealth Advisory LLC17,859$587K0.4%+95.3%0.142%
2/4/2025 Allodium Investment Consultants LLC112,742$3.70M3.1%N/A0.895%
2/4/2025 MB Generational Wealth LLC35,162$1.16M0.8%+1.7%0.279%
2/4/2025 Wealthspire Advisors LLC63,196$2.08M0.0%-35.0%0.502%
2/3/2025 Trellis Wealth Advisors LLC49,944$1.64M0.8%-5.9%0.396%
2/3/2025 Compass Capital Corp MA ADV19,034$625K0.2%N/A0.151%
2/3/2025 RW Investment Management LLC93,428$3.07M0.4%-1.1%0.741%
2/3/2025 Private Advisor Group LLC12,165$400K0.0%-18.4%0.097%
1/31/2025 Joel Adams & Associates Inc.7,331$241K0.2%N/A0.058%
1/31/2025 Creative Capital Management Investments LLC21,141$694K0.3%+32.2%0.168%
1/30/2025 Waypoint Wealth Partners Inc.55,766$1.83M0.5%+30.3%0.443%
1/29/2025 Morris Financial Concepts Inc.5,213$171K0.1%+1,254.0%0.041%
1/29/2025 Wealth Advisors Northwest LLC11,324$372K0.3%N/A0.090%
1/29/2025 Elser Financial Planning Inc222,505$7.31M0.4%N/A1.766%
1/29/2025 Savant Capital LLC80,903$2.66M0.0%+20.3%0.642%
1/28/2025 RAM Investment Partners LLC97,005$3.19M0.8%+8.9%0.770%
1/28/2025 Quarry Hill Advisors LLC94,851$3.12M2.1%+7.2%0.753%
1/27/2025 Citrine Capital LLC297,201$9.76M7.2%N/A2.359%
1/27/2025 Adero Partners LLC584,847$19.21M1.2%+11.6%4.642%
1/27/2025 Tanager Wealth Management LLP13,357$439K0.1%+28.4%0.106%
1/24/2025 Archer Investment Management LLC88,457$2.91M1.8%N/A0.702%
1/24/2025 Cook Wealth LLC32,499$1.11M0.5%+0.9%0.258%
1/24/2025 Five Oceans Advisors175,976$5.78M2.7%+39.4%1.397%
1/24/2025 Flagstone Financial Management9,949$327K0.1%N/A0.079%
1/24/2025 Chicago Partners Investment Group LLC18,990$626K0.0%+3.1%0.151%
1/24/2025 RHS Financial LLC7,594$249K0.1%+10.5%0.060%
1/23/2025 TCI Wealth Advisors Inc.22,259$731K0.1%+7.9%0.177%
1/23/2025 Heritage Financial Services LLC177,696$5.84M0.8%+7.1%1.410%
1/23/2025 Coston McIsaac & Partners1,838$60K0.0%N/A0.015%
1/23/2025 Equita Financial Network Inc.11,941$392K0.1%-4.2%0.095%
1/23/2025 Asset Dedication LLC129,427$4.25M0.3%-2.5%1.027%
1/23/2025 DiNuzzo Private Wealth Inc.30,264$994K0.1%+3.3%0.240%
1/23/2025 Planning Center Inc.197,060$6.47M0.8%-2.6%1.564%
1/23/2025 BetterWealth LLC37,227$1.22M0.3%+2.6%0.295%
1/22/2025 Revolve Wealth Partners LLC60,338$1.98M0.2%+12.8%0.479%
1/22/2025 Level Financial Advisors26,331$865K0.3%+67.6%0.209%
1/22/2025 Northland Capital Management LLC51,861$1.70M1.3%-12.8%0.412%
1/21/2025 Brighton Jones LLC53,420$1.76M0.1%+29.3%0.424%
1/16/2025 Pure Financial Advisors LLC55,795$1.83M0.0%+53.9%0.443%
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1/16/2025 Abacus Wealth Partners LLC531,985$17.48M2.6%+6.9%4.222%
1/16/2025 Meritas Wealth Management LLC9,924$326K0.2%+10.8%0.079%
1/15/2025 Monument Group Wealth Advisors LLC7,428$244K0.2%+21.1%0.059%
1/15/2025 Cordant Inc.21,689$712K0.4%+21.5%0.172%
1/14/2025 Apella Capital LLC113,362$3.72M0.1%+11.1%0.900%
1/14/2025 Henrickson Nauta Wealth Advisors Inc.27,769$912K0.4%+15.9%0.220%
1/14/2025 Fiduciary Financial Group LLC16,940$550K0.1%+20.7%0.134%
1/14/2025 Quantum Financial Advisors LLC921,625$30.28M4.2%-2.5%7.314%
1/14/2025 Cardinal Point Capital Management ULC68,590$2.25M0.4%+2.9%0.544%
1/13/2025 AdvisorNet Financial Inc11,057$363K0.0%+21.1%0.088%
(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, 150 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 ($30.28M), Francis Financial Inc. ($21.05M), Adero Partners LLC ($19.21M), Merriman Wealth Management LLC ($18.30M), Abacus Wealth Partners LLC ($17.48M), and Retirement Solution LLC ($13.29M).Learn more on DFSI's institutional investors.

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

Of the 142 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: Quantum Financial Advisors LLC ($948.93K), AWM Capital LLC ($847.26K), Francis Financial Inc. ($606.06K), Abacus Wealth Partners LLC ($531.99K), Retirement Solution Inc. ($407.16K), AE Wealth Management LLC ($398.29K), and Elser Financial Planning Inc ($394.07K).

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

Institutional investors have bought a total of 9,437,304 shares in the last 24 months. This purchase volume represents approximately $297.64M in transactions.

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

Of the 34 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), Jane Street Group LLC ($76.06K), Trellis Wealth Advisors LLC ($39.32K), Wealthspire Advisors LLC ($33.97K), New Capital Management LP ($33.25K), Quantum Financial Advisors LLC ($27.31K), and Flow Traders U.S. LLC ($17.90K).

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

Institutional investors have sold a total of 595,320 shares in the last 24 months. This volume of shares sold represents approximately $19.54M in transactions.


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This page (NYSEARCA:DFSI) was last updated on 2/22/2025 by MarketBeat.com Staff
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