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

050100150200250 Q1 2024: 119Q1 2024Q2 2024: 127Q2 2024Q3 2024: 141Q3 2024Q4 2024: 163Q4 2024Q1 2025: 181Q1 2025Q2 2025: 191Q2 2025Q3 2025: 198Q3 2025Q4 2025: 216Q4 2025Q1 2026: 228Q1 2026Q2 2026: 239Q2 2026

Total Exit/New Position Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions24$14.3M
Exits4$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
Wealth Advisors Northwest LLC 0.29% Add +14.7% 12,987 $453K
AdvisorNet Financial, Inc 0.03% Add +17.5% 12,987 $453K
Waverly Advisors, LLC 0.01% Reduce -2.3% 12,624 $440K
Private Advisor Group, LLC 0.00% Add +1.3% 12,317 $430K
Investment Advisory Group, LLC 0.14% No change 12,274 $428K
Financial Connections Group, Inc. 0.19% Add +13.3% 12,114 $422K
McGrath & Associates, Inc. 0.77% New 12,074 $421K
Keel Point, LLC 0.03% Add +3.2% 11,560 $403K
Bridge Generations Wealth Management LLC 0.24% Reduce -1.6% 10,977 $383K
RHS Financial, LLC 0.21% Add +44.3% 10,957 $382K
Morling Financial Advisors, LLC 0.13% Add +29.4% 10,781 $376K
HighTower Advisors, LLC 0.00% Add +0.1% 10,755 $375K
Root Financial Partners, LLC 0.04% New 10,620 $371K
Beacon Pointe Advisors, LLC 0.00% Add +3.5% 10,410 $363K
Mercer Global Advisors Inc. 0.00% New 10,336 $361K
Physician Wealth Advisors, Inc. 0.06% No change 10,260 $358K
First Financial Group Corp 0.40% Add +22.9% 10,234 $357K
Bridgewater Advisors Inc. 0.03% New 9,593 $352K
Flagstone Financial Management 0.11% Add +1.1% 10,054 $351K
Meritas Wealth Management, LLC 0.20% No change 9,924 $346K
Freedom Financial Partners LLC 0.16% Reduce -7.0% 9,719 $339K
Mariner, LLC 0.00% No change 9,558 $333K
Rehmann Capital Advisory Group 0.02% No change 9,308 $325K
Altiora Financial Group, LLC 0.07% No change 9,100 $317K
EnRich Financial Partners LLC 0.10% Reduce -10.3% 8,555 $298K
Wolfstich Capital, LLC 0.27% No change 7,577 $298K
Osaic Holdings, Inc. 0.00% Add +97.3% 8,344 $291K
Frank, Rimerman Advisors LLC 0.02% No change 8,316 $290K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.04% Reduce -3.8% 7,700 $271K
Vermillion Wealth Management, Inc. 0.08% Add +0.3% 7,605 $265K
Joel Adams & Associates, Inc. 0.23% Add +1.3% 7,429 $259K
Allworth Financial LP 0.00% Add +0.1% 7,055 $255K
Burton Enright Welch 0.05% Add +0.9% 7,251 $253K
Ruedi Wealth Management, Inc. 0.08% Add +0.8% 7,249 $253K
Orion Capital Management LLC 0.11% Reduce -9.7% 7,224 $252K
Monograph Wealth Advisors, LLC 0.03% New 7,205 $251K
Envision Financial Planning, LLC 0.13% Add +0.2% 7,096 $248K
Family Wealth Partners, LLC 0.11% Add +5.7% 6,993 $244K
Mills Wealth Advisors LLC 0.12% Reduce -0.0% 6,698 $234K
Envestnet Asset Management Inc. 0.00% New 6,695 $234K
Monument Group Wealth Advisors, LLC 0.16% Reduce -10.7% 6,634 $231K
Acorn Creek Capital LLC 0.11% Add +2.2% 6,585 $230K
Caprock Group, LLC 0.01% No change 6,435 $225K
Penobscot Wealth Management 0.09% New 6,425 $224K
Pine Harbor Wealth Management, LLC 0.09% Reduce -1.2% 6,344 $221K
Clarius Group, LLC 0.01% New 6,314 $220K
Red Tortoise LLC 0.11% No change 6,203 $216K
First Affirmative Financial Network 0.13% New 6,181 $216K
Graves Light Lenhart Wealth, Inc. 0.03% New 5,996 $209K
Foster Group, Inc. 0.01% New 5,937 $207K
Morris Financial Concepts, Inc. 0.08% Add +6.0% 5,526 $193K
Cardiff Park Advisors, LLC 0.01% Add +0.3% 4,421 $154K
Glassman Wealth Services 0.02% Add +25.5% 4,022 $140K
True Wealth Design, LLC 0.05% Add +10.7% 3,848 $134K
McClarren Financial Advisors, Inc. 0.09% New 3,764 $131K
Medallion Wealth Advisors, LLC 0.05% Reduce -1.9% 3,374 $118K
Coston, McIsaac & Partners 0.03% Add +79.8% 3,305 $115K
LRI Investments, LLC 0.01% No change 3,077 $107K
JPMorgan Chase & Co. 0.00% Reduce -2.2% 3,016 $105K
Clearstead Advisors, LLC 0.00% No change 2,878 $100K
Red Lighthouse Investment Management, LLC 0.04% Reduce -12.0% 2,879 $97K
Curio Wealth, LLC 0.05% Reduce -99.8% 4 $90K
Tortoise Investment Management, LLC 0.01% No change 2,420 $84K
Bank of America Corp. 0.00% New 1,862 $65K
JFS Wealth Advisors, LLC 0.00% Reduce -12.7% 1,415 $49K
Bank of Montreal 0.00% New 1,374 $48K
Parkworth Wealth Management, Inc. 0.04% Add +0.8% 1,305 $46K
C M Bidwell & Associates Ltd. 0.03% No change 1,300 $45K
Signature Resources Capital Management, LLC 0.03% No change 1,049 $37K
Cherry Tree Wealth Management, LLC 0.01% No change 713 $25K
Fort Vancouver Investment Management, LLC 0.02% New 701 $24K
Keystone Financial Group, Inc. 0.02% Add +0.3% 587 $22K
Glass Jacobson Investment Advisors llc 0.01% No change 624 $20K
IFP Advisors, Inc 0.00% Reduce -6.1% 522 $18K
Aptus Capital Advisors, LLC 0.00% No change 193 $7K
Royal Bank of Canada 0.00% New 166 $6K
Blume Capital Management, Inc. 0.00% No change 150 $5K
McIlrath & Eck, LLC 0.00% No change 129 $5K
Strategic Investment Solutions, Inc. 0.00% Add +1.0% 102 $4K
UBS Group AG 0.00% New 76 $3K
Morgan Stanley 0.00% No change 1 $60

"% 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.