Dimensional Int Sus COR1 ETFDFSIETF
13F holders, Q1 2025 (March 31)181holders +18
24new positions
4sold out
1famous investor
$34.89avg. 13F price*
At the end of Q1 2025, 181 institutions reported holding Dimensional Int Sus COR1 ETF (DFSI) in their 13F filings, up 18 from Q4 2024. 24 opened new positions and 4 sold out. The largest holders were Awm Capital, LLC ($38.0M), Quantum Financial Advisors, LLC ($32.3M) and Francis Financial, Inc. ($23.5M). 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 24 | $14.3M |
| Exits | 4 | $7.6M |
All 13F filers, Q4 2024 → Q1 2025: 1,797,771 shares bought and 534,218 shares sold, net +1,263,553 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 181 holders
| Awm Capital, LLC | 4.43% | Add +6.5% | 1,088,724 | $38.0M |
| Quantum Financial Advisors, LLC | 4.82% | Add +0.6% | 927,060 | $32.3M |
| Francis Financial, Inc. | 5.72% | Add +5.1% | 673,835 | $23.5M |
| Focus Partners Wealth | 0.05% | Add +2264.6% | 620,981 | $21.7M |
| Adero Partners, LLC | 1.29% | Reduce -3.1% | 566,520 | $19.8M |
| Abacus Wealth Partners, LLC | 2.78% | Reduce -0.4% | 529,885 | $18.5M |
| LongView Asset Management LLC | 12.74% | Add +8.2% | 425,674 | $14.9M |
| Retirement Solution LLC | 3.76% | Reduce -6.0% | 380,140 | $13.3M |
| Citrine Capital LLC | 6.88% | Add +6.0% | 315,058 | $11.0M |
| Forum Financial Management, LP | 0.17% | Reduce -1.0% | 298,219 | $10.4M |
| Pathstone Holdings, LLC | 0.04% | Add +0.1% | 274,128 | $9.6M |
| Willow Creek Wealth Management Inc. | 0.82% | Add +22.3% | 240,155 | $8.4M |
| Planning Center, Inc. | 0.86% | Add +5.6% | 208,142 | $7.3M |
| Balanced Rock Investment Advisors LLC | 5.59% | Add +1.6% | 201,059 | $7.0M |
| Citadel Advisors | 0.01% | Add +1765.4% | 189,147 | $6.6M |
| Old Mission Capital LLC | 0.12% | New | 183,809 | $6.4M |
| New Capital Management LP | 1.79% | Add +16.4% | 178,472 | $6.2M |
| Heritage Financial Services, LLC | 0.59% | Reduce -3.1% | 172,182 | $6.0M |
| Five Oceans Advisors | 2.57% | Reduce -12.7% | 153,698 | $5.4M |
| Jane Street Group, LLC | 0.01% | Add +63.6% | 152,645 | $5.3M |
| Corient Private Wealth LP | 0.01% | Add +6.4% | 145,511 | $5.1M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +0.9% | 145,123 | $5.1M |
| Apella Capital, LLC | 0.17% | Add +28.0% | 145,116 | $4.9M |
| Allodium Investment Consultants, LLC | 3.57% | Add +23.0% | 138,651 | $4.8M |
| OneDigital Investment Advisors LLC | 0.05% | Add +6.6% | 121,194 | $4.2M |
| Greenspring Advisors, LLC | 0.94% | Reduce -44.4% | 113,563 | $4.0M |
| Asset Dedication, LLC | 0.32% | Reduce -13.9% | 111,476 | $3.9M |
| Focus Partners Advisor Solutions, LLC | 0.05% | Add +26.2% | 103,100 | $3.6M |
| RAM Investment Partners, LLC | 0.88% | Add +4.8% | 101,655 | $3.5M |
| Quarry Hill Advisors, LLC | 2.22% | Add +3.4% | 98,037 | $3.4M |
| Wealth Architects, LLC | 0.36% | Add +9.4% | 94,097 | $3.3M |
| Perigon Wealth Management, LLC | 0.08% | Add +14.2% | 88,587 | $3.1M |
| Archer Investment Management, LLC | 2.13% | Reduce -0.1% | 88,405 | $3.1M |
| Addison Advisors LLC | 0.82% | Add +4.5% | 86,646 | $3.0M |
| RW Investment Management LLC | 0.35% | Reduce -12.5% | 81,779 | $2.9M |
| Savant Capital, LLC | 0.02% | Add +0.7% | 81,458 | $2.8M |
| Truepoint, Inc. | 0.07% | Add +2.7% | 76,922 | $2.7M |
| Pure Financial Advisors, LLC | 0.05% | Add +31.2% | 73,217 | $2.6M |
| Garde Capital, Inc. | 0.14% | Reduce -10.3% | 71,790 | $2.5M |
| Momentous Wealth Management, Inc. | 1.74% | Add +10.8% | 70,628 | $2.5M |
| Cardinal Point Capital Management ULC | 0.22% | Add +2.0% | 69,950 | $2.4M |
| Martin Worley Group | 1.36% | Add +45.3% | 68,135 | $2.4M |
| Brighton Jones LLC | 0.08% | Add +26.3% | 67,468 | $2.4M |
| Revolve Wealth Partners, LLC | 0.33% | Add +9.2% | 65,891 | $2.3M |
| Wealthspire Advisors, LLC | 0.01% | Reduce -0.4% | 62,926 | $2.2M |
| NewEdge Advisors, LLC | 0.01% | Reduce -40.6% | 59,128 | $2.1M |
| Waypoint Wealth Partners Inc. | 0.54% | Add +0.8% | 56,217 | $2.0M |
| Betterment LLC | 0.00% | Add +31.0% | 52,202 | $1.8M |
| Trellis Wealth Advisors LLC | 0.85% | Add +0.4% | 50,130 | $1.7M |
| Northland Capital Management LLC | 1.14% | Reduce -6.6% | 48,416 | $1.7M |
| Cambridge Financial Group, LLC | 0.71% | Add +10.1% | 47,671 | $1.7M |
| Syverson Strege & Co | 0.54% | Add +10.3% | 47,787 | $1.7M |
| Rockbridge Investment Management, LCC | 0.19% | Add +0.3% | 45,841 | $1.6M |
| Hutchinson Capital Management | 0.30% | No change | 45,736 | $1.6M |
| Aspen Capital Management, LLC | 0.51% | — | 45,436 | $1.6M |
| Commonwealth Equity Services, LLC | 0.00% | Add +11.1% | 43,103 | $1.5M |
| Henrickson Nauta Wealth Advisors, Inc. | 0.59% | Add +54.7% | 42,949 | $1.4M |
| Parkside Financial Bank & Trust | 0.18% | Add +8.1% | 40,712 | $1.4M |
| Nwam LLC | 0.11% | Reduce -10.8% | 37,807 | $1.3M |
| Asset Planning Corporation | 0.74% | Add +67.7% | 35,753 | $1.2M |
| MB Generational Wealth, LLC | 0.91% | Reduce -0.5% | 35,003 | $1.2M |
| Cook Wealth, LLC | 0.57% | Reduce -0.8% | 32,245 | $1.2M |
| Goldman Sachs Group Inc. | 0.00% | New | 32,014 | $1.1M |
| Sequoia Financial Advisors, LLC | 0.01% | New | 31,207 | $1.1M |
| Cahill Financial Advisors Inc. | 0.15% | Add +26.7% | 30,659 | $1.1M |
| DiNuzzo Private Wealth, Inc. | 0.13% | Reduce -1.3% | 29,870 | $1.0M |
| BetterWealth, LLC | 0.27% | Reduce -25.8% | 27,612 | $963K |
| Level Financial Advisors | 0.32% | Add +2.1% | 26,873 | $938K |
| Farther Finance Advisors, LLC | 0.02% | Add +6.3% | 26,674 | $934K |
| Kestra Advisory Services, LLC | 0.00% | Add +4.5% | 26,746 | $933K |
| Creative Capital Management Investments LLC | 0.34% | Add +20.1% | 25,382 | $886K |
| LPL Financial LLC | 0.00% | Add +21.8% | 25,009 | $873K |
| Jentner Corp | 0.26% | No change | 24,998 | $872K |
| EP Wealth Advisors, LLC | 0.01% | Reduce -37.3% | 23,698 | $827K |
| TCI Wealth Advisors, Inc. | 0.06% | Add +2.7% | 22,853 | $797K |
| Chicago Partners Investment Group LLC | 0.02% | Add +5.5% | 20,031 | $744K |
| Schwarz Dygos Wheeler Investment Advisors LLC | 0.17% | Reduce -2.9% | 21,068 | $735K |
| Cordant, Inc. | 0.38% | Reduce -3.2% | 21,000 | $733K |
| Modera Wealth Management, LLC | 0.01% | Reduce -6.1% | 20,971 | $732K |
| Longview Financial Advisors LLC | 0.48% | Add +3.8% | 20,632 | $720K |
| Simplicity Wealth,LLC | 0.06% | New | 20,583 | $718K |
| Babb Wealth Advisors LLC | 0.57% | Reduce -9.8% | 20,566 | $718K |
| Shira Ridge Wealth Management | 0.33% | Reduce -22.7% | 18,974 | $662K |
| Raymond James Financial Inc. | 0.00% | New | 18,237 | $636K |
| Aerodigm Wealth, LLC | 0.35% | No change | 17,859 | $623K |
| Wealth Management Strategies, Inc. | 0.41% | Add +141.6% | 17,370 | $606K |
| North Ridge Wealth Advisors, Inc. | 0.39% | Reduce -0.2% | 16,795 | $586K |
| WPWealth LLP | 0.11% | Add +30.3% | 15,777 | $550K |
| Hancock Whitney Corp. | 0.02% | New | 15,774 | $550K |
| Equita Financial Network, Inc. | 0.19% | Add +30.4% | 15,576 | $543K |
| Grand Wealth Management, LLC | 0.29% | Reduce -2.6% | 15,052 | $525K |
| United Wealth Management, LLC | 0.16% | Add +2.5% | 15,030 | $524K |
| Compass Capital Corp. /Ma/ | 0.27% | Reduce -21.9% | 14,876 | $519K |
| von Borstel & Associates, Inc. | 0.15% | Add +0.9% | 14,601 | $509K |
| Fiduciary Financial Group, LLC | 0.11% | Reduce -10.8% | 15,102 | $505K |
| Foundation Wealth Management, LLC\PA | 0.23% | Add +0.0% | 13,707 | $478K |
| Samalin Investment Counsel, LLC | 0.19% | New | 13,642 | $476K |
| Geometric Wealth Advisors | 0.08% | Add +0.3% | 13,494 | $471K |
| Tanager Wealth Management LLP | 0.06% | Reduce -0.1% | 13,349 | $466K |
| Passive Capital Management, LLC. | 0.14% | No change | 13,100 | $457K |
"% 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.