Dimensional Int Sus COR1 ETFDFSIETF
13F holders, Q1 2024 (March 31)119holders
1famous investor
$33.66avg. 13F price*
At the end of Q1 2024, 119 institutions reported holding Dimensional Int Sus COR1 ETF (DFSI) in their 13F filings. The largest holders were Quantum Financial Advisors, LLC ($29.7M), Merriman Wealth Management, LLC ($18.4M) and Awm Capital, LLC ($16.7M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Dimensional Int Sus COR1 ETF
- CUSIP
- 25434V690
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 22 | $15.5M |
| Exits | 8 | $16.2M |
Ownership 119 holders
| Quantum Financial Advisors, LLC | 5.46% | Reduce -0.2% | 881,224 | $29.7M |
| Merriman Wealth Management, LLC | 0.82% | Add +1.2% | 545,296 | $18.4M |
| Awm Capital, LLC | 2.79% | Add +52.5% | 496,190 | $16.7M |
| Francis Financial, Inc. | 5.03% | Add +11.0% | 462,087 | $15.6M |
| Adero Partners, LLC | 1.13% | Add +17.1% | 443,883 | $14.9M |
| Abacus Wealth Partners, LLC | 2.46% | Add +2.3% | 434,892 | $14.6M |
| Retirement Solution LLC | 3.71% | Add +0.0% | 407,220 | $13.7M |
| Forum Financial Management, LP | 0.15% | Add +8.5% | 261,860 | $8.8M |
| Citadel Advisors | 0.01% | New | 243,981 | $8.2M |
| Old Mission Capital LLC | 0.17% | Add +29.6% | 206,594 | $7.0M |
| Greenspring Advisors, LLC | 1.72% | No change | 204,413 | $6.9M |
| Planning Center, Inc. | 1.46% | Add +3.9% | 199,534 | $6.7M |
| Heritage Financial Services, LLC | 0.81% | Add +32.2% | 161,632 | $5.4M |
| New Capital Management LP | 1.36% | Reduce -19.1% | 135,262 | $4.6M |
| Corient Private Wealth LP | 0.01% | Add +0.1% | 132,813 | $4.5M |
| Five Oceans Advisors | 2.12% | Add +18.9% | 122,597 | $4.1M |
| Pathstone Holdings, LLC | 0.02% | Add +0.1% | 121,701 | $4.1M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +9.2% | 114,509 | $3.9M |
| Asset Dedication, LLC | 0.26% | Add +10.7% | 104,265 | $3.5M |
| Willow Creek Wealth Management Inc. | 0.40% | Add +47.6% | 102,202 | $3.4M |
| RW Investment Management LLC | 0.40% | Add +15.9% | 84,332 | $2.8M |
| NewEdge Advisors, LLC | 0.02% | Add +7.5% | 81,866 | $2.8M |
| Apella Capital, LLC | 0.12% | Add +201.0% | 71,279 | $2.4M |
| Quarry Hill Advisors, LLC | 1.72% | Add +4.6% | 69,402 | $2.3M |
| Savant Capital, LLC | 0.02% | Add +1.9% | 58,455 | $2.0M |
| Jane Street Group, LLC | 0.00% | Reduce -31.5% | 58,391 | $2.0M |
| Garde Capital, Inc. | 0.13% | New | 55,405 | $1.9M |
| RAM Investment Partners, LLC | 0.58% | Add +12.9% | 54,556 | $1.8M |
| Northland Capital Management LLC | 1.16% | Reduce -1.1% | 49,081 | $1.7M |
| Truepoint, Inc. | 0.05% | Add +30.0% | 48,592 | $1.6M |
| Perigon Wealth Management, LLC | 0.05% | No change | 47,657 | $1.6M |
| Hutchinson Capital Management | 0.31% | Add +5.3% | 45,736 | $1.5M |
| OneDigital Investment Advisors LLC | 0.02% | Add +98.4% | 45,679 | $1.5M |
| Cambridge Financial Group, LLC | 0.68% | Add +137.4% | 42,284 | $1.4M |
| Nwam LLC | 0.11% | Reduce -7.3% | 42,209 | $1.4M |
| Addison Advisors LLC | 0.48% | Add +49.8% | 41,801 | $1.4M |
| Trellis Wealth Advisors LLC | 0.79% | Add +1.6% | 41,444 | $1.4M |
| Private Ocean, LLC | 0.15% | Add +0.0% | 41,168 | $1.4M |
| Syverson Strege & Co | 0.50% | Add +0.9% | 40,874 | $1.4M |
| Revolve Wealth Partners, LLC | 0.22% | Add +39.2% | 37,903 | $1.3M |
| Rockbridge Investment Management, LCC | 0.19% | Add +23.0% | 37,792 | $1.3M |
| BetterWealth, LLC | 0.41% | Add +7.0% | 37,767 | $1.3M |
| MB Generational Wealth, LLC | 0.99% | Add +0.6% | 37,529 | $1.3M |
| Focus Partners Advisor Solutions, LLC | 0.03% | Reduce -16.7% | 35,524 | $1.2M |
| Parkside Financial Bank & Trust | 0.18% | Add +0.1% | 33,882 | $1.1M |
| Cook Wealth, LLC | 0.66% | Add +17.0% | 33,667 | $1.1M |
| DiNuzzo Private Wealth, Inc. | 0.14% | Add +0.8% | 29,747 | $1.0M |
| Brighton Jones LLC | 0.04% | Add +15.2% | 28,890 | $973K |
| Commonwealth Equity Services, LLC | 0.00% | Add +11.8% | 25,181 | $848K |
| Buckingham Strategic Wealth, LLC | 0.01% | Add +16.8% | 25,027 | $843K |
| Cahill Financial Advisors Inc. | 0.11% | Add +57.6% | 25,004 | $842K |
| Wealth Architects, LLC | 0.11% | Add +3.5% | 24,637 | $830K |
| Shira Ridge Wealth Management | 0.47% | Add +2.5% | 24,242 | $816K |
| Modera Wealth Management, LLC | 0.01% | Add +2.2% | 20,714 | $697K |
| Henrickson Nauta Wealth Advisors, Inc. | 0.31% | Add +1.2% | 21,090 | $695K |
| Waypoint Wealth Partners Inc. | 0.19% | Add +37.2% | 20,225 | $681K |
| Schwarz Dygos Wheeler Investment Advisors LLC | 0.18% | Add +13.5% | 19,272 | $649K |
| Cordant, Inc. | 0.33% | Add +25.9% | 17,150 | $577K |
| Carlson Capital Management | 0.03% | Reduce -2.8% | 16,980 | $572K |
| Advisory Services & Investments, LLC | 0.39% | New | 16,632 | $560K |
| Grand Wealth Management, LLC | 0.27% | Reduce -6.3% | 16,611 | $559K |
| Asset Planning Corporation | 0.37% | New | 15,040 | $506K |
| Walden Wealth Partners LLC | 0.29% | No change | 15,052 | $499K |
| North Ridge Wealth Advisors, Inc. | 0.36% | Add +0.3% | 13,955 | $470K |
| Waverly Advisors, LLC | 0.01% | Reduce -11.6% | 13,924 | $469K |
| Chicago Partners Investment Group LLC | 0.02% | Reduce -1.6% | 13,652 | $447K |
| Passive Capital Management, LLC. | 0.17% | No change | 13,100 | $441K |
| Investment Advisory Group, LLC | 0.17% | No change | 12,274 | $413K |
| Private Advisor Group, LLC | 0.00% | New | 12,032 | $405K |
| HighTower Advisors, LLC | 0.00% | Add +0.0% | 11,324 | $382K |
| TCI Wealth Advisors, Inc. | 0.04% | Add +15.8% | 11,138 | $375K |
| Level Financial Advisors | 0.17% | Add +2069.4% | 11,129 | $375K |
| LifePro Asset Management | 0.24% | New | 10,983 | $370K |
| Physician Wealth Advisors, Inc. | 0.07% | New | 11,120 | $357K |
| Financial Connections Group, Inc. | 0.38% | Add +92.0% | 10,369 | $350K |
| FirstPurpose Wealth LLC | 0.12% | New | 10,295 | $339K |
| Beacon Pointe Advisors, LLC | 0.00% | New | 10,059 | $339K |
| Cardinal Point Capital Management ULC | 0.06% | New | 9,890 | $333K |
| Orion Capital Management LLC | 0.18% | Add +4.7% | 9,784 | $329K |
| AdvisorNet Financial, Inc | 0.03% | Reduce -51.0% | 9,272 | $312K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -23.2% | 9,162 | $308K |
| EnRich Financial Partners LLC | 0.12% | Add +3.1% | 9,161 | $308K |
| Tanager Wealth Management LLP | 0.05% | Add +3.0% | 8,711 | $293K |
| Mariner, LLC | 0.00% | New | 8,654 | $291K |
| Creative Capital Management Investments LLC | 0.15% | Add +385.1% | 8,513 | $287K |
| Frank, Rimerman Advisors LLC | 0.05% | No change | 8,316 | $280K |
| Hartline Investment Corp./ | 0.05% | New | 8,186 | $276K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.05% | New | 8,186 | $276K |
| Susquehanna International Group, LLP | 0.00% | New | 7,898 | $266K |
| Morling Financial Advisors, LLC | 0.15% | Add +11.0% | 7,851 | $264K |
| Rehmann Capital Advisory Group | 0.02% | New | 7,308 | $246K |
| RHS Financial, LLC | 0.14% | New | 7,153 | $241K |
| Mills Wealth Advisors LLC | 0.16% | New | 6,596 | $222K |
| Acorn Creek Capital LLC | 0.14% | Add +3.6% | 6,507 | $219K |
| Red Tortoise LLC | 0.11% | Add +0.1% | 6,077 | $205K |
| Graves Light Lenhart Wealth, Inc. | 0.02% | New | 5,996 | $202K |
| Cardiff Park Advisors, LLC | 0.01% | Add +7.9% | 4,313 | $145K |
| Glassman Wealth Services | 0.03% | Add +19.2% | 3,985 | $134K |
| Allworth Financial LP | 0.00% | No change | 3,000 | $101K |
| True Wealth Design, LLC | 0.02% | Add +6.9% | 2,914 | $98K |
| Red Lighthouse Investment Management, LLC | 0.04% | No change | 2,879 | $97K |
| Clearstead Advisors, LLC | 0.00% | New | 2,878 | $97K |
| JPMorgan Chase & Co. | 0.00% | Add +508.3% | 2,202 | $74K |
| JFS Wealth Advisors, LLC | 0.01% | No change | 2,044 | $69K |
| LRI Investments, LLC | 0.01% | — | 1,527 | $51K |
| Criterion Capital Advisors, LLC | 0.03% | Add +127.5% | 1,417 | $48K |
| C M Bidwell & Associates Ltd. | 0.03% | New | 1,300 | $44K |
| Tortoise Investment Management, LLC | 0.01% | Add +273.5% | 1,270 | $43K |
| Cherry Tree Wealth Management, LLC | 0.01% | No change | 713 | $24K |
| Signature Resources Capital Management, LLC | 0.02% | No change | 687 | $22K |
| Glass Jacobson Investment Advisors llc | 0.01% | Add +392.0% | 492 | $17K |
| Elevation Wealth Partners, LLC | 0.01% | Add +0.4% | 454 | $15K |
| Farther Finance Advisors, LLC | 0.00% | No change | 436 | $15K |
| Mendota Financial Group, LLC | 0.01% | No change | 394 | $13K |
| Aptus Capital Advisors, LLC | 0.00% | New | 283 | $10K |
| Blume Capital Management, Inc. | 0.00% | No change | 150 | $5K |
| McIlrath & Eck, LLC | 0.00% | No change | 129 | $4K |
| Avior Wealth Management, LLC | 0.00% | No change | 89 | $3K |
| UBS Group AG | 0.00% | New | 28 | $943 |
"% of holder's portfolio" is DFSI's weight in each manager's 13F, not the share of Dimensional Int Sus COR1 ETF the manager owns.