
Dimensional International Sustainability Core 1 is an exchange-traded fund on ARCA. As of Q3 2025, 190 institutional investors hold shares in this ETF, with total holdings valued at $548.9M. Colony Group, LLC is the largest holder with a position valued at $48.4M.
Overview of institutional ownership in DFSI as of Q3 2025
Institutions with the largest positions in DFSI as of Q3 2025
| Institution | Position Value |
|---|---|
C Colony Group, LLC Institution | $48.4M 0.08% of portfolio |
Quantum Financial Advisors, LLC RIA/Wealth | $35.0M 4.27% of portfolio |
AWM CAPITAL, LLC RIA/Wealth | $33.8M 3.07% of portfolio |
Francis Financial, Inc. RIA/Wealth | $28.9M 5.27% of portfolio |
Abacus Wealth Partners, LLC RIA/Wealth | $24.1M 3.47% of portfolio |
Pathstone Holdings, LLC Family Office | $20.3M 0.08% of portfolio |
LongView Asset Management LLC RIA/Wealth | $18.0M 12.45% of portfolio |
R Retirement Solution Inc. Institution | $14.8M 3.53% of portfolio |
Citrine Capital LLC RIA/Wealth | $14.2M 6.60% of portfolio |
F Five Oceans Advisors RIA/Wealth | $14.2M 5.22% of portfolio |
Institutional buying and selling activity for DFSI in Q3 2025
| Institution | Net Bought |
|---|---|
Pathstone Holdings, LLC Family Office | +$5.1M +124.9K shares |
F Five Oceans Advisors RIA/Wealth | +$4.9M +120.1K shares |
Beacon Pointe Advisors, LLC RIA/Wealth | +$4.5M +110.4K shares |
Greenspring Advisors, LLC RIA/Wealth | +$3.7M +90.9K shares |
F FLOW TRADERS U.S. LLC Institution | +$3.5M +84.8K shares |
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | +$3.0M +73.4K shares |
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | +$3.0M +72.9K shares |
Angeles Investment Advisors, LLC Fund of Funds | +$3.0M +72.1K shares |
MERCER GLOBAL ADVISORS INC /ADV RIA/Wealth | +$2.7M +65.7K shares |
Sequoia Financial Advisors, LLC RIA/Wealth | +$2.6M +63.8K shares |
| Institution | Net Sold |
|---|---|
Elser Financial Planning, Inc RIA/Wealth | −$8.9M −229.0K shares |
THRIVENT FINANCIAL FOR LUTHERANS Insurance Manager | −$5.3M −134.5K shares |
O OLD MISSION CAPITAL LLC Institution | −$2.2M −54.6K shares |
Goss Wealth Management LLC RIA/Wealth | −$1.4M −33.9K shares |
Quantum Financial Advisors, LLC RIA/Wealth | −$780.3K −19.1K shares |
R Retirement Solution Inc. Institution | −$492.5K −12.0K shares |
−$422.8K −10.7K shares | |
Kestra Advisory Services, LLC RIA/Wealth | −$396.7K −9.7K shares |
ENVESTNET ASSET MANAGEMENT INC Long Only Manager | −$249.3K −6.1K shares |
Sontag Advisory, LLC RIA/Wealth | −$145.5K −3.6K shares |
Institutions that initiated new positions or completely exited DFSI in Q3 2025
| Institution | Position Value |
|---|---|
Angeles Investment Advisors, LLC Fund of Funds | $3.0M 72.1K shares |
Garrett Investment Advisors LLC RIA/Wealth | $877.4K 21.4K shares |
M My Personal CFO, LLC RIA/Wealth | $565.1K 13.8K shares |
DEFINE FINANCIAL, LLC RIA/Wealth | $411.4K 10.0K shares |
Miracle Mile Advisors, LLC RIA/Wealth | $322.9K 7.9K shares |
PFG Private Wealth Management, LLC RIA/Wealth | $235.6K 5.8K shares |
S STIFEL FINANCIAL CORP Long Only Manager | $234.3K 5.7K shares |
D DAVIDSON D A & CO Institution | $219.4K 5.4K shares |
V Vise Technologies, Inc. Institution | $213.6K 5.2K shares |
Hill Investment Group Partners, LLC RIA/Wealth | $200.4K 4.9K shares |
| Institution | Previous Position |
|---|---|
Elser Financial Planning, Inc RIA/Wealth | $8.9M 229.0K shares |
THRIVENT FINANCIAL FOR LUTHERANS Insurance Manager | $5.3M 134.5K shares |
O OLD MISSION CAPITAL LLC Institution | $2.2M 54.6K shares |
$422.8K 10.7K shares | |
BANK OF AMERICA CORP /DE/ Institution | $63.6K 1.6K shares |
A Atlantic Trust Group, LLC Institution | $158.0 4.0 shares |
Institutions with the largest Call and Put options positions in DFSI as of Q3 2025
| Institution | Position Value |
|---|---|
| No call positions found | |
| Institution | Position Value |
|---|---|
| No put positions found | |
Institutions with DFSI as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
LongView Asset Management LLC RIA/Wealth | 12.45% $18.0M |
Citrine Capital LLC RIA/Wealth | 6.60% $14.2M |
Balanced Rock Investment Advisor RIA/Wealth | 6.50% $8.7M |
Francis Financial, Inc. RIA/Wealth | 5.27% $28.9M |
F Five Oceans Advisors RIA/Wealth | 5.22% $14.2M |
Allodium Investment Consultants, LLC RIA/Wealth | 4.35% $7.7M |
Quantum Financial Advisors, LLC RIA/Wealth | 4.27% $35.0M |
R Retirement Solution Inc. Institution | 3.53% $14.8M |
Abacus Wealth Partners, LLC RIA/Wealth | 3.47% $24.1M |
AWM CAPITAL, LLC RIA/Wealth | 3.07% $33.8M |
Discover hedge funds investing in DFSI


| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
Software - Infrastructure Technology | $2.1B | 1.68% | |
Semiconductors Technology | $1.8B | 1.50% | |
Internet Content & Information Communication Services | $1.4B | 1.18% |
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