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Dimensional International Sustainability Core 1 ETF (DFSI) Institutional Ownership

$34.85 -0.11 (-0.31%)
As of 04/16/2025 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)
124
Total
Institutional Inflows
(last 12 months)
$132.55M
Number of
Institutional Sellers
(last 12 months)
30
Total
Institutional Outflows
(last 12 months)
$10.45M
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DFSI Institutional Buying and Selling by Quarter

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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
4/16/2025Wealth Enhancement Advisory Services LLC145,123$5.06M0.0%+0.9%0.789%
4/16/2025Wealth Advisors Northwest LLC12,987$453K0.3%+14.7%0.071%
4/15/2025 Shira Ridge Wealth Management18,974$662K0.3%-22.7%0.103%
4/15/2025 Fiduciary Financial Group LLC15,102$505K0.1%-10.9%0.082%
4/15/2025 Simplicity Wealth LLC20,583$718K0.1%N/A0.112%
4/14/2025 Henrickson Nauta Wealth Advisors Inc.42,949$1.44M0.6%+54.7%0.233%
4/14/2025 Farther Finance Advisors LLC26,674$934K0.0%+6.3%0.145%
4/14/2025 Greenspring Advisors LLC113,563$3.96M0.9%-44.4%0.617%
4/14/2025 Revolve Wealth Partners LLC65,891$2.30M0.3%+9.2%0.358%
4/11/2025 First Affirmative Financial Network6,181$216K0.1%N/A0.034%
4/11/2025 Foster Group Inc.5,937$207K0.0%N/A0.032%
4/10/2025 McGrath & Associates Inc.12,074$421K0.8%N/A0.066%
4/10/2025 Freedom Financial Partners LLC9,719$339K0.2%-7.0%0.053%
4/10/2025 Apella Capital LLC145,116$4.91M0.2%+28.0%0.789%
4/10/2025 Level Financial Advisors26,873$938K0.3%+2.1%0.146%
4/9/2025 Graves Light Lenhart Wealth Inc.5,996$209K0.0%N/A0.033%
4/9/2025 Quantum Financial Advisors LLC927,060$32.35M4.8%+0.6%5.038%
4/7/2025 AdvisorNet Financial Inc12,987$453K0.0%+17.5%0.071%
3/17/2025Wealth Enhancement Advisory Services LLC143,838$4.73M0.0%+10.6%0.808%
2/28/2025Brooklyn FI LLC83,840$2.84M0.5%N/A0.665%
2/25/2025Garde Capital Inc.80,019$2.63M0.2%+0.9%0.635%
2/21/2025Vermillion Wealth Management Inc.7,586$249K0.1%N/A0.060%
2/20/2025Forum Financial Management LP301,113$9.89M0.2%+5.8%2.390%
2/20/2025Wealth Management Strategies Inc.7,190$236K0.2%N/A0.057%
2/18/2025Orion Capital Management LLC8,002$263K0.1%+4.5%0.064%
2/18/2025Focus Partners Advisor Solutions LLC81,708$2.68M0.0%+33.0%0.648%
2/17/2025True Wealth Design LLC3,477$114K0.0%+16.9%0.028%
2/17/2025Pathstone Holdings LLC273,821$9.07M0.0%+45.0%2.173%
2/17/2025LRI Investments LLC3,077$101K0.0%+101.5%0.024%
2/17/2025Francis Financial Inc.640,886$21.05M4.9%+9.9%5.086%
2/17/2025EP Wealth Advisors LLC37,764$1.24M0.0%N/A0.300%
2/17/2025Cahill Financial Advisors Inc.24,202$795K0.1%-4.5%0.192%
2/17/2025Citadel Advisors LLC10,140$333K0.0%N/A0.080%
2/14/2025Jane Street Group LLC93,327$3.07M0.0%+2.1%0.741%
2/14/2025Rehmann Capital Advisory Group9,308$306K0.0%+19.2%0.074%
2/14/2025Betterment LLC39,844$1.31M0.0%+101.5%0.316%
2/14/2025OneDigital Investment Advisors LLC113,702$3.74M0.0%+13.6%0.902%
2/14/2025WPWealth LLP12,107$398K0.1%+9.3%0.096%
2/14/2025Forum Financial Management LP301,113$9.89M0.2%+5.8%2.390%
2/14/2025Bridge Generations Wealth Management LLC11,159$367K0.2%N/A0.089%
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2/14/2025Balanced Rock Investment Advisors LLC197,867$6.50M5.1%N/A1.570%
2/13/2025NewEdge Advisors LLC99,574$3.27M0.0%+8.1%0.790%
2/12/2025Martin Worley Group46,898$1.54M1.0%N/A0.372%
2/12/2025Grand Wealth Management LLC15,453$508K0.3%+2.1%0.123%
2/12/2025Rockbridge Investment Management LCC45,680$1.50M0.2%+4.0%0.363%
2/12/2025JPMorgan Chase & Co.3,085$101K0.0%+47.1%0.024%
2/12/2025Foundation Wealth Management LLC PA13,704$450K0.2%N/A0.109%
2/12/2025Momentous Wealth Management Inc.63,755$2.09M1.7%N/A0.506%
2/11/2025Syverson Strege & Co43,341$1.42M0.5%+5.0%0.344%
2/11/2025LPL Financial LLC20,528$674K0.0%+10.4%0.163%
2/11/2025von Borstel & Associates Inc.14,468$475K0.2%+87.4%0.115%
2/11/2025Truepoint Inc.74,871$2.46M0.1%+2.2%0.594%
2/11/2025Brooklyn FI LLC83,840$2.84M0.0%N/A0.665%
2/10/2025Carlson Capital Management31,429$1.03M0.0%+37.1%0.249%
2/10/2025Wealth Architects LLC86,045$2.83M0.3%+11.1%0.683%
2/10/2025Curio Wealth LLC2,732$90K0.0%N/A0.022%
2/10/2025United Wealth Management LLC14,657$481K0.2%N/A0.116%
2/10/2025Corient Private Wealth LLC136,776$4.49M0.0%+2.7%1.086%
2/10/2025First Financial Group Corp8,327$274K0.3%N/A0.066%
2/10/2025Commonwealth 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%
2/10/2025Parkworth Wealth Management Inc.1,294$43K0.0%N/A0.010%
2/7/2025HighTower Advisors LLC10,749$353K0.0%-8.9%0.085%
2/7/2025Geometric Wealth Advisors13,460$442K0.1%+18.6%0.107%
2/7/2025Morling Financial Advisors LLC8,331$274K0.1%+17.2%0.066%
2/7/2025Retirement Solution LLC404,606$13.29M3.5%-0.1%3.211%
2/7/2025Babb Wealth Advisors LLC22,814$749K0.6%N/A0.181%
2/6/2025Wolfstich Capital LLC7,577$249K0.2%N/A0.060%
2/6/2025Modera Wealth Management LLC22,336$734K0.0%+23.9%0.177%
2/5/2025AWM Capital LLC1,022,222$33.58M4.1%+12.9%8.113%
2/5/2025Nwam LLC42,386$1.39M0.1%+20.7%0.336%
2/4/2025Addison Advisors LLC82,911$2.72M0.8%+17.2%0.658%
2/4/2025Delap Wealth Advisory LLC17,859$587K0.4%+95.3%0.142%
2/4/2025Allodium Investment Consultants LLC112,742$3.70M3.1%N/A0.895%
2/4/2025MB Generational Wealth LLC35,162$1.16M0.8%+1.7%0.279%
2/4/2025Wealthspire Advisors LLC63,196$2.08M0.0%-35.0%0.502%
2/3/2025Trellis Wealth Advisors LLC49,944$1.64M0.8%-5.9%0.396%
2/3/2025Compass Capital Corp MA ADV19,034$625K0.2%N/A0.151%
2/3/2025RW Investment Management LLC93,428$3.07M0.4%-1.1%0.741%
2/3/2025Private Advisor Group LLC12,165$400K0.0%-18.4%0.097%
1/31/2025Joel Adams & Associates Inc.7,331$241K0.2%N/A0.058%
1/31/2025Creative Capital Management Investments LLC21,141$694K0.3%+32.2%0.168%
1/30/2025Waypoint Wealth Partners Inc.55,766$1.83M0.5%+30.3%0.443%
1/29/2025Morris Financial Concepts Inc.5,213$171K0.1%+1,254.0%0.041%
1/29/2025Wealth Advisors Northwest LLC11,324$372K0.3%N/A0.090%
1/29/2025Elser Financial Planning Inc222,505$7.31M0.4%N/A1.766%
1/29/2025Savant Capital LLC80,903$2.66M0.0%+20.3%0.642%
1/28/2025RAM Investment Partners LLC97,005$3.19M0.8%+8.9%0.770%
1/28/2025Quarry Hill Advisors LLC94,851$3.12M2.1%+7.2%0.753%
1/27/2025Citrine Capital LLC297,201$9.76M7.2%N/A2.359%
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1/27/2025Adero Partners LLC584,847$19.21M1.2%+11.6%4.642%
1/27/2025Tanager Wealth Management LLP13,357$439K0.1%+28.4%0.106%
1/24/2025 Archer Investment Management LLC88,457$2.91M1.8%N/A0.702%
1/24/2025Cook Wealth LLC32,499$1.11M0.5%+0.9%0.258%
1/24/2025Five Oceans Advisors175,976$5.78M2.7%+39.4%1.397%
1/24/2025Flagstone Financial Management9,949$327K0.1%N/A0.079%
1/24/2025Chicago Partners Investment Group LLC18,990$626K0.0%+3.1%0.151%
1/24/2025RHS Financial LLC7,594$249K0.1%+10.5%0.060%
1/23/2025TCI Wealth Advisors Inc.22,259$731K0.1%+7.9%0.177%
1/23/2025Heritage Financial Services LLC177,696$5.84M0.8%+7.1%1.410%
(Data available from 1/1/2016 forward)

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DFSI Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of DFSI shares?

During the previous two years, 155 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 ($32.35M), 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 146 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: AWM Capital LLC ($833.29K), Francis Financial Inc. ($606.06K), Abacus Wealth Partners LLC ($531.99K), Elser Financial Planning Inc ($394.07K), Forum Financial Management LP ($309.01K), Citrine Capital LLC ($297.20K), and Vista Wealth Management Group LLC ($254.14K).

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

Institutional investors have bought a total of 7,987,849 shares in the last 24 months. This purchase volume represents approximately $255.00M in transactions.

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

Of the 38 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), Greenspring Advisors LLC ($90.85K), Jane Street Group LLC ($76.06K), Trellis Wealth Advisors LLC ($39.32K), Wealthspire Advisors LLC ($33.97K), New Capital Management LP ($33.25K), and Quantum Financial Advisors LLC ($27.31K).

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

Institutional investors have sold a total of 694,305 shares in the last 24 months. This volume of shares sold represents approximately $22.99M in transactions.


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This page (NYSEARCA:DFSI) was last updated on 4/17/2025 by MarketBeat.com Staff
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