Dimensional Int Sus COR1 ETFDFSIETF
13F holders, Q4 2024 (December 31)163holders +22
10new positions
9sold out
1famous investor
$32.86avg. 13F price*
At the end of Q4 2024, 163 institutions reported holding Dimensional Int Sus COR1 ETF (DFSI) in their 13F filings, up 22 from Q3 2024. 10 opened new positions and 9 sold out. The largest holders were Awm Capital, LLC ($33.6M), Quantum Financial Advisors, LLC ($30.3M) and Francis Financial, Inc. ($21.1M). 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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 10 | $16.8M |
| Exits | 9 | $4.5M |
All 13F filers, Q3 2024 → Q4 2024: 1,334,112 shares bought and 213,873 shares sold, net +1,120,239 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 163 holders
| Awm Capital, LLC | 4.11% | Add +12.9% | 1,022,222 | $33.6M |
| Quantum Financial Advisors, LLC | 4.61% | Reduce -2.5% | 921,625 | $30.3M |
| Francis Financial, Inc. | 5.35% | Add +9.9% | 640,886 | $21.1M |
| Merriman Wealth Management, LLC | 0.80% | Add +3.5% | 588,389 | $19.3M |
| Adero Partners, LLC | 1.24% | Add +11.7% | 584,847 | $19.2M |
| Abacus Wealth Partners, LLC | 2.61% | Add +6.9% | 531,985 | $17.5M |
| Retirement Solution LLC | 3.48% | Reduce -0.1% | 404,606 | $13.3M |
| LongView Asset Management LLC | 11.27% | — | 393,525 | $12.9M |
| Forum Financial Management, LP | 0.16% | Add +5.8% | 301,113 | $9.9M |
| Citrine Capital LLC | 7.19% | — | 297,201 | $9.8M |
| Pathstone Holdings, LLC | 0.04% | Add +45.0% | 273,821 | $9.1M |
| Elser Financial Planning, Inc | 0.44% | New | 222,505 | $7.3M |
| Greenspring Advisors, LLC | 1.47% | No change | 204,413 | $6.7M |
| Balanced Rock Investment Advisors LLC | 5.14% | New | 197,867 | $6.5M |
| Planning Center, Inc. | 0.82% | Reduce -2.6% | 197,060 | $6.5M |
| Willow Creek Wealth Management Inc. | 0.66% | Add +35.8% | 196,346 | $6.4M |
| Heritage Financial Services, LLC | 0.78% | Add +7.1% | 177,696 | $5.8M |
| Five Oceans Advisors | 2.65% | Add +39.4% | 175,976 | $5.8M |
| New Capital Management LP | 1.47% | Add +9.5% | 153,341 | $5.0M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +10.6% | 143,838 | $4.7M |
| Corient Private Wealth LP | 0.01% | Add +2.7% | 136,776 | $4.5M |
| Asset Dedication, LLC | 0.33% | Reduce -2.5% | 129,427 | $4.3M |
| OneDigital Investment Advisors LLC | 0.04% | Add +13.6% | 113,702 | $3.7M |
| Apella Capital, LLC | 0.14% | Add +11.1% | 113,362 | $3.7M |
| Allodium Investment Consultants, LLC | 3.09% | — | 112,742 | $3.7M |
| NewEdge Advisors, LLC | 0.02% | Add +8.1% | 99,574 | $3.3M |
| RAM Investment Partners, LLC | 0.78% | Add +8.9% | 97,005 | $3.2M |
| Quarry Hill Advisors, LLC | 2.10% | Add +7.2% | 94,851 | $3.1M |
| RW Investment Management LLC | 0.37% | Reduce -1.1% | 93,428 | $3.1M |
| Jane Street Group, LLC | 0.00% | Add +2.1% | 93,327 | $3.1M |
| Archer Investment Management, LLC | 1.79% | — | 88,457 | $2.9M |
| Wealth Architects, LLC | 0.32% | Add +11.1% | 86,045 | $2.8M |
| Addison Advisors LLC | 0.76% | Add +17.2% | 82,911 | $2.7M |
| Focus Partners Advisor Solutions, LLC | 0.05% | Add +33.0% | 81,708 | $2.7M |
| Savant Capital, LLC | 0.02% | Add +20.3% | 80,903 | $2.7M |
| Garde Capital, Inc. | 0.17% | Add +0.9% | 80,019 | $2.6M |
| Perigon Wealth Management, LLC | 0.06% | Add +0.3% | 77,578 | $2.6M |
| Truepoint, Inc. | 0.07% | Add +2.2% | 74,871 | $2.5M |
| Cardinal Point Capital Management ULC | 0.36% | Add +2.9% | 68,590 | $2.3M |
| Momentous Wealth Management, Inc. | 1.74% | — | 63,755 | $2.1M |
| Wealthspire Advisors, LLC | 0.02% | Reduce -35.0% | 63,196 | $2.1M |
| Revolve Wealth Partners, LLC | 0.29% | Add +12.8% | 60,338 | $2.0M |
| Pure Financial Advisors, LLC | 0.04% | Add +53.9% | 55,795 | $1.8M |
| Waypoint Wealth Partners Inc. | 0.50% | Add +30.3% | 55,766 | $1.8M |
| Brighton Jones LLC | 0.05% | Add +29.3% | 53,420 | $1.8M |
| Northland Capital Management LLC | 1.26% | Reduce -12.8% | 51,861 | $1.7M |
| Trellis Wealth Advisors LLC | 0.82% | Reduce -5.9% | 49,944 | $1.6M |
| Martin Worley Group | 0.96% | — | 46,898 | $1.5M |
| Hutchinson Capital Management | 0.28% | No change | 45,736 | $1.5M |
| Rockbridge Investment Management, LCC | 0.19% | Add +4.0% | 45,680 | $1.5M |
| Syverson Strege & Co | 0.47% | Add +5.0% | 43,341 | $1.4M |
| Cambridge Financial Group, LLC | 0.61% | Add +5.2% | 43,282 | $1.4M |
| Nwam LLC | 0.09% | Add +20.7% | 42,386 | $1.4M |
| Betterment LLC | 0.00% | Add +101.5% | 39,844 | $1.3M |
| Commonwealth Equity Services, LLC | 0.00% | Add +5.5% | 38,792 | $1.3M |
| EP Wealth Advisors, LLC | 0.01% | New | 37,764 | $1.2M |
| Parkside Financial Bank & Trust | 0.16% | Add +0.6% | 37,676 | $1.2M |
| BetterWealth, LLC | 0.34% | Add +2.6% | 37,227 | $1.2M |
| MB Generational Wealth, LLC | 0.85% | Add +1.7% | 35,162 | $1.2M |
| Cook Wealth, LLC | 0.52% | Add +0.9% | 32,499 | $1.1M |
| Carlson Capital Management | 0.05% | Add +37.1% | 31,429 | $1.0M |
| DiNuzzo Private Wealth, Inc. | 0.13% | Add +3.3% | 30,264 | $994K |
| Henrickson Nauta Wealth Advisors, Inc. | 0.37% | Add +15.9% | 27,769 | $912K |
| Level Financial Advisors | 0.32% | Add +67.6% | 26,331 | $865K |
| Focus Partners Wealth | 0.00% | Add +0.0% | 26,262 | $863K |
| Kestra Advisory Services, LLC | 0.00% | Add +5.7% | 25,595 | $841K |
| Farther Finance Advisors, LLC | 0.03% | Add +22.3% | 25,091 | $824K |
| Jentner Corp | 0.24% | New | 24,998 | $821K |
| Shira Ridge Wealth Management | 0.39% | No change | 24,542 | $806K |
| Cahill Financial Advisors Inc. | 0.11% | Reduce -4.5% | 24,202 | $795K |
| Babb Wealth Advisors LLC | 0.60% | — | 22,814 | $749K |
| Modera Wealth Management, LLC | 0.01% | Add +23.9% | 22,336 | $734K |
| TCI Wealth Advisors, Inc. | 0.06% | Add +7.9% | 22,259 | $731K |
| Schwarz Dygos Wheeler Investment Advisors LLC | 0.18% | No change | 21,694 | $713K |
| Cordant, Inc. | 0.37% | Add +21.6% | 21,689 | $712K |
| Asset Planning Corporation | 0.44% | Add +0.5% | 21,316 | $700K |
| Creative Capital Management Investments LLC | 0.29% | Add +32.3% | 21,141 | $694K |
| LPL Financial LLC | 0.00% | Add +10.4% | 20,528 | $674K |
| Longview Financial Advisors LLC | 0.44% | — | 19,874 | $653K |
| Chicago Partners Investment Group LLC | 0.02% | Add +3.1% | 18,990 | $626K |
| Compass Capital Corp. /Ma/ | 0.24% | — | 19,034 | $625K |
| Aerodigm Wealth, LLC | 0.35% | Add +95.3% | 17,859 | $587K |
| North Ridge Wealth Advisors, Inc. | 0.38% | Add +4.7% | 16,825 | $553K |
| Fiduciary Financial Group, LLC | 0.12% | Add +20.7% | 16,940 | $550K |
| Grand Wealth Management, LLC | 0.28% | Add +2.1% | 15,453 | $508K |
| United Wealth Management, LLC | 0.16% | — | 14,657 | $481K |
| von Borstel & Associates, Inc. | 0.19% | Add +87.4% | 14,468 | $475K |
| Foundation Wealth Management, LLC\PA | 0.22% | — | 13,704 | $450K |
| Geometric Wealth Advisors | 0.08% | Add +18.6% | 13,460 | $442K |
| Tanager Wealth Management LLP | 0.06% | Add +28.4% | 13,357 | $439K |
| Passive Capital Management, LLC. | 0.15% | No change | 13,100 | $430K |
| Waverly Advisors, LLC | 0.01% | No change | 12,924 | $425K |
| Investment Advisory Group, LLC | 0.14% | No change | 12,274 | $403K |
| Private Advisor Group, LLC | 0.00% | Reduce -18.4% | 12,165 | $400K |
| WPWealth LLP | 0.08% | Add +9.3% | 12,107 | $398K |
| Equita Financial Network, Inc. | 0.14% | Reduce -4.2% | 11,941 | $392K |
| Wealth Advisors Northwest LLC | 0.25% | — | 11,324 | $372K |
| Keel Point, LLC | 0.03% | No change | 11,203 | $368K |
| Bridge Generations Wealth Management LLC | 0.24% | — | 11,159 | $367K |
| AdvisorNet Financial, Inc | 0.03% | Add +21.1% | 11,057 | $363K |
| HighTower Advisors, LLC | 0.00% | Reduce -8.9% | 10,749 | $353K |
| Financial Connections Group, Inc. | 0.17% | Add +2.1% | 10,687 | $351K |
| Freedom Financial Partners LLC | 0.17% | — | 10,448 | $343K |
| Physician Wealth Advisors, Inc. | 0.06% | No change | 10,260 | $337K |
| Citadel Advisors | 0.00% | New | 10,140 | $333K |
| Beacon Pointe Advisors, LLC | 0.00% | No change | 10,059 | $330K |
| Flagstone Financial Management | 0.11% | New | 9,949 | $327K |
| Meritas Wealth Management, LLC | 0.20% | Add +10.8% | 9,924 | $326K |
| Mariner, LLC | 0.00% | No change | 9,558 | $314K |
| EnRich Financial Partners LLC | 0.10% | Add +1.2% | 9,536 | $313K |
| Rehmann Capital Advisory Group | 0.02% | Add +19.2% | 9,308 | $306K |
| Diversify Wealth Management, LLC | 0.02% | No change | 9,364 | $304K |
| Altiora Financial Group, LLC | 0.07% | No change | 9,100 | $299K |
| Morling Financial Advisors, LLC | 0.10% | Add +17.2% | 8,331 | $274K |
| First Financial Group Corp | 0.30% | — | 8,327 | $274K |
| Frank, Rimerman Advisors LLC | 0.02% | No change | 8,316 | $273K |
| Orion Capital Management LLC | 0.12% | Add +4.5% | 8,002 | $263K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.04% | Reduce -0.6% | 8,000 | $263K |
| RHS Financial, LLC | 0.13% | Add +10.5% | 7,594 | $249K |
| Vermillion Wealth Management, Inc. | 0.13% | — | 7,586 | $249K |
| Wolfstich Capital, LLC | 0.22% | — | 7,577 | $249K |
| Monument Group Wealth Advisors, LLC | 0.17% | Add +21.1% | 7,428 | $244K |
| Joel Adams & Associates, Inc. | 0.22% | — | 7,331 | $241K |
| Allworth Financial LP | 0.00% | Reduce -1.1% | 7,045 | $238K |
| Ruedi Wealth Management, Inc. | 0.07% | Add +0.1% | 7,193 | $236K |
| Wealth Management Strategies, Inc. | 0.18% | — | 7,190 | $236K |
| Burton Enright Welch | 0.05% | New | 7,186 | $236K |
| Envision Financial Planning, LLC | 0.12% | Add +3.5% | 7,079 | $233K |
| Mills Wealth Advisors LLC | 0.13% | Add +0.0% | 6,701 | $220K |
| Family Wealth Partners, LLC | 0.10% | Add +1.3% | 6,616 | $217K |
| Acorn Creek Capital LLC | 0.11% | Add +0.3% | 6,446 | $212K |
| Caprock Group, LLC | 0.01% | No change | 6,435 | $211K |
| Pine Harbor Wealth Management, LLC | 0.08% | Reduce -2.5% | 6,420 | $211K |
| Red Tortoise LLC | 0.11% | Add +0.5% | 6,203 | $204K |
| Morris Financial Concepts, Inc. | 0.07% | Add +1254.0% | 5,213 | $171K |
| Cardiff Park Advisors, LLC | 0.01% | Add +0.6% | 4,410 | $145K |
| Osaic Holdings, Inc. | 0.00% | Reduce -49.8% | 4,230 | $139K |
| True Wealth Design, LLC | 0.04% | Add +16.9% | 3,477 | $114K |
| Medallion Wealth Advisors, LLC | 0.06% | — | 3,438 | $113K |
| Red Lighthouse Investment Management, LLC | 0.04% | No change | 3,273 | $108K |
| Glassman Wealth Services | 0.02% | Add +7.3% | 3,204 | $105K |
| JPMorgan Chase & Co. | 0.00% | Add +47.1% | 3,085 | $101K |
| LRI Investments, LLC | 0.01% | Add +101.5% | 3,077 | $101K |
| Clearstead Advisors, LLC | 0.00% | No change | 2,878 | $95K |
| Curio Wealth, LLC | 0.05% | — | 2,732 | $90K |
| Tortoise Investment Management, LLC | 0.01% | No change | 2,420 | $79K |
| Coston, McIsaac & Partners | 0.02% | New | 1,838 | $60K |
| JFS Wealth Advisors, LLC | 0.00% | Reduce -7.7% | 1,620 | $53K |
| Criterion Capital Advisors, LLC | 0.03% | No change | 1,477 | $49K |
| C M Bidwell & Associates Ltd. | 0.03% | No change | 1,300 | $43K |
| Parkworth Wealth Management, Inc. | 0.04% | — | 1,294 | $43K |
| Signature Resources Capital Management, LLC | 0.03% | No change | 1,049 | $34K |
| Cherry Tree Wealth Management, LLC | 0.01% | No change | 713 | $23K |
| Glass Jacobson Investment Advisors llc | 0.01% | Add +0.7% | 624 | $20K |
| Keystone Financial Group, Inc. | 0.02% | — | 585 | $19K |
| IFP Advisors, Inc | 0.00% | Add +31.1% | 556 | $18K |
| Avior Wealth Management, LLC | 0.00% | Reduce -5.1% | 242 | $8K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 193 | $6K |
| Blume Capital Management, Inc. | 0.00% | No change | 150 | $5K |
| McIlrath & Eck, LLC | 0.00% | No change | 129 | $4K |
| Strategic Investment Solutions, Inc. | 0.00% | No change | 101 | $3K |
| Morgan Stanley | 0.00% | New | 1 | $41 |
| FMR LLC | 0.00% | New | 1 | $33 |
"% 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.