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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)
149
Total
Institutional Inflows
(last 12 months)
$218.60M
Number of
Institutional Sellers
(last 12 months)
66
Total
Institutional Outflows
(last 12 months)
$39.39M
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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
8/19/2025 Asset Dedication LLC112,255$4.42M0.3%+0.7%0.576%
8/15/2025 North Ridge Wealth Advisors Inc.14,010$552K0.3%-16.6%0.072%
8/15/2025 Corient Private Wealth LLC74,940$2.95M0.0%-48.5%0.384%
8/15/2025 Smartleaf Asset Management LLC1,391$55K0.0%N/A0.007%
8/15/2025 MML Investors Services LLC45,064$1.78M0.0%N/A0.231%
8/15/2025 Freedom Financial Partners LLC11,773$464K0.2%+21.1%0.060%
8/15/2025 EP Wealth Advisors LLC14,177$559K0.0%-40.2%0.073%
8/15/2025 Envision Financial Planning LLC8,666$342K0.2%+22.1%0.044%
8/15/2025 Balanced Rock Investment Advisors LLC206,030$8.12M6.4%+2.5%1.057%
8/14/2025 Jane Street Group LLC180,007$7.09M0.0%+17.9%0.923%
8/14/2025 Raymond James Financial Inc.4,517$178K0.0%-75.2%0.023%
8/14/2025 Betterment LLC63,975$2.52M0.0%+22.6%0.328%
8/14/2025 NewEdge Advisors LLC57,784$2.28M0.0%-2.3%0.296%
8/14/2025 Cerity Partners LLC44,471$1.78M0.0%N/A0.228%
8/13/2025 Brown Advisory Inc.5,588$220K0.0%N/A0.029%
8/13/2025 Parkworth Wealth Management Inc.1,613$64K0.0%+23.6%0.008%
8/13/2025 Beacon Pointe Advisors LLC6,607$260K0.0%-36.5%0.034%
8/13/2025 Momentous Wealth Management Inc.77,359$3.05M2.0%+9.5%0.397%
8/12/2025 JPMorgan Chase & Co.3,303$130K0.0%+9.5%0.017%
8/12/2025 Passive Capital Management LLC.10,700$421K0.1%-18.3%0.055%
8/11/2025 Rockbridge Investment Management LCC41,888$1.65M0.2%-8.6%0.218%
8/11/2025 Babb Wealth Advisors LLC20,208$796K0.6%-1.7%0.105%
8/8/2025 Truepoint Inc.66,767$2.63M0.1%-13.2%0.348%
8/8/2025 RAM Investment Partners LLC114,575$4.52M0.9%+12.7%0.597%
8/8/2025 Glassman Wealth Services9,110$359K0.1%+126.5%0.047%
8/8/2025 Francis Financial Inc.694,253$27.36M6.3%+3.0%3.616%
8/7/2025 Fund Evaluation Group LLC13,534$533K0.0%N/A0.070%
8/7/2025 Nwam LLC37,267$1.47M0.1%-1.4%0.194%
8/7/2025 Samalin Investment Counsel LLC13,248$522K0.2%-2.9%0.069%
8/7/2025 Retirement Solution LLC373,206$14.71M3.8%-1.1%1.944%
8/7/2025 Cahill Financial Advisors Inc.31,045$1.22M0.2%+1.3%0.162%
8/7/2025 Addison Advisors LLC84,340$3.32M0.8%-2.7%0.439%
8/7/2025 Parkside Financial Bank & Trust41,239$1.63M0.2%+1.3%0.215%
8/6/2025 True Wealth Design LLC8,184$323K0.1%+112.7%0.043%
8/6/2025 Longview Financial Advisors LLC24,716$974K0.6%+19.8%0.129%
8/6/2025 Savant Capital LLC76,705$3.02M0.0%-5.8%0.400%
8/6/2025 Robinson Smith Wealth Advisors LLC5,856$231K0.2%N/A0.031%
8/5/2025 Integrity Wealth Solutions LLC5,746$226K0.1%N/A0.030%
8/5/2025 Bridgewater Advisors Inc.11,929$469K0.0%+24.4%0.062%
8/5/2025 Bank of Montreal Can4,140$163K0.0%+201.3%0.022%
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8/4/2025 Syverson Strege & Co46,925$1.85M0.4%-1.8%0.244%
8/1/2025 Equita Financial Network Inc.31,854$1.26M0.5%+104.5%0.166%
8/1/2025 Penobscot Wealth Management7,527$297K0.1%+17.2%0.039%
8/1/2025 Red Lighthouse Investment Management LLC3,273$129K0.0%+13.7%0.017%
8/1/2025 Envestnet Asset Management Inc.13,336$526K0.0%+99.2%0.069%
7/31/2025 Orion Capital Management LLC6,880$271K0.1%-4.8%0.036%
7/31/2025 Brighton Jones LLC70,677$2.79M0.1%+4.8%0.368%
7/31/2025 Aspen Capital Management LLC81,859$3.23M0.9%+80.2%0.426%
7/31/2025 Focus Partners Advisor Solutions LLC104,102$4.10M0.1%+1.0%0.542%
7/31/2025 Curio Wealth LLC2,860$113K0.0%+71,400.0%0.015%
7/31/2025 Cardinal Point Capital Management ULC69,135$2.73M0.2%-1.2%0.360%
7/31/2025 Planning Center Inc.209,354$8.25M0.9%+0.6%1.090%
7/30/2025 EnRich Financial Partners LLC11,884$468K0.1%+38.9%0.062%
7/30/2025 Forum Financial Management LP289,109$11.39M0.2%-3.1%1.506%
7/29/2025 Schubert & Co24,904$981K0.7%N/A0.130%
7/29/2025 Flagstone Financial Management13,073$515K0.1%+30.0%0.068%
7/28/2025 Delap Wealth Advisory LLC10,255$404K0.2%-42.6%0.053%
7/28/2025 Revolve Wealth Partners LLC64,864$2.56M0.3%-1.6%0.338%
7/25/2025 Wealth Architects LLC111,411$4.39M0.4%+18.4%0.580%
7/25/2025 Sequoia Financial Advisors LLC29,141$1.15M0.0%-6.6%0.152%
7/25/2025 RHS 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%
Elon Musk’s New Technology (Ad)

Elon Musk is building something in Memphis that could eclipse even Tesla and SpaceX. At the heart of it is a new AI supercomputer—what one industry CEO calls “the most powerful in the world.” Musk says this tech will drive the next wave of American innovation. You can’t invest in the supercomputer directly—but there’s a backdoor way to access the company powering it. It’s smaller than Tesla or Nvidia, but both rely on it for future growth.tc pixel

Get the full details on the AI company behind Musk’s next big move.
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%
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%
(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, 180 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. ($27.36M), 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 169 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. ($421.69K), Citrine Capital LLC ($322.95K), and Forum Financial Management LP ($270.46K).

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

Institutional investors have bought a total of 6,131,719 shares in the last 24 months. This purchase volume represents approximately $218.60M in transactions.

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

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: AWM Capital LLC ($304.24K), Greenspring Advisors LLC ($90.85K), Quantum Financial Advisors LLC ($76.18K), Jane Street Group LLC ($76.06K), Corient Private Wealth LLC ($70.57K), NewEdge Advisors LLC ($41.79K), and Retirement Solution LLC ($38.95K).

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

Institutional investors have sold a total of 1,057,601 shares in the last 24 months. This volume of shares sold represents approximately $39.39M in transactions.



This page (NYSEARCA:DFSI) was last updated on 8/22/2025 by MarketBeat.com Staff
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