Dimensional Int Sus COR1 ETFDFSIETF

13F holders, Q3 2025 (September 30)
198holders +7
16new positions
6sold out
1famous investor
$40.97avg. 13F price*

At the end of Q3 2025, 198 institutions reported holding Dimensional Int Sus COR1 ETF (DFSI) in their 13F filings, up 7 from Q2 2025. 16 opened new positions and 6 sold out. The largest holders were Focus Partners Wealth ($48.4M), Maseco LLP ($37.0M) and Quantum Financial Advisors, LLC ($35.0M). 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 Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions16$17.3M
Exits6$8.4M

All 13F filers, Q2 2025 → Q3 2025: 1,706,882 shares bought and 334,260 shares sold, net +1,372,622 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 198 holders

Focus Partners Wealth 0.08% Add +2.5% 1,181,381 $48.4M
Maseco LLP 1.79% Add +7.1% 903,184 $37.0M
Quantum Financial Advisors, LLC 4.27% Reduce -2.2% 855,197 $35.0M
Awm Capital, LLC 3.07% Add +5.1% 824,453 $33.8M
Francis Financial, Inc. 5.15% Add +1.5% 704,936 $28.9M
Abacus Wealth Partners, LLC 3.47% Add +5.0% 588,810 $24.1M
Pathstone Holdings, LLC 0.08% Add +33.6% 496,327 $20.3M
LongView Asset Management LLC 12.46% Add +2.5% 440,495 $18.0M
Retirement Solution LLC 3.53% Reduce -3.2% 361,180 $14.8M
Citrine Capital LLC 6.59% Add +7.6% 347,565 $14.2M
Five Oceans Advisors 5.22% Add +53.0% 346,434 $14.2M
Forum Financial Management, LP 0.16% Reduce -0.8% 286,947 $11.8M
Willow Creek Wealth Management Inc. 0.87% Add +1.3% 257,374 $10.5M
Balanced Rock Investment Advisors LLC 6.36% Add +3.1% 212,342 $8.7M
Planning Center, Inc. 0.89% Reduce -0.7% 207,933 $8.5M
Jane Street Group, LLC 0.01% Add +14.2% 205,546 $8.4M
Greenspring Advisors, LLC 1.48% — 204,413 $8.4M
Apella Capital, LLC 0.18% Add +24.2% 191,760 $7.9M
Hill Island Financial LLC 1.97% Add +3.7% 192,305 $7.9M
Allodium Investment Consultants, LLC 4.35% Add +35.5% 188,210 $7.7M
New Capital Management LP 2.00% Add +0.5% 186,641 $7.6M
Heritage Financial Services, LLC 0.63% Reduce -0.9% 171,850 $7.0M
Wealth Enhancement Advisory Services, LLC 0.01% Add +13.1% 162,946 $6.7M
Focus Partners Advisor Solutions, LLC 0.07% Add +51.7% 157,898 $6.5M
Pure Financial Advisors, LLC 0.08% Add +18.6% 126,623 $5.2M
Wealth Architects, LLC 0.48% Add +11.6% 124,380 $5.1M
RAM Investment Partners, LLC 0.91% Add +3.1% 118,105 $4.8M
Beacon Pointe Advisors, LLC 0.04% Add +1670.2% 116,959 $4.8M
OneDigital Investment Advisors LLC 0.05% Reduce -1.1% 114,029 $4.7M
Triune Financial Partners, LLC 1.15% Reduce -1.7% 111,467 $4.6M
Asset Dedication, LLC 0.30% Reduce -2.0% 110,038 $4.5M
Quarry Hill Advisors, LLC 2.20% Add +11.9% 104,814 $4.3M
Perigon Wealth Management, LLC 0.09% Add +14.5% 103,407 $4.2M
Betterment LLC 0.01% Add +48.6% 95,082 $3.9M
Addison Advisors LLC 0.90% Add +12.7% 95,054 $3.9M
TCI Wealth Advisors, Inc. 0.23% Add +203.8% 93,413 $3.8M
Sequoia Financial Advisors, LLC 0.02% Add +219.1% 92,973 $3.8M
Mercer Global Advisors Inc. 0.01% Add +263.6% 90,669 $3.7M
Corient Private Wealth LP 0.01% Add +18.5% 88,832 $3.6M
Aspen Capital Management, LLC 0.89% Add +4.2% 85,314 $3.5M
Flow Traders U.S. LLC 0.14% New 84,849 $3.5M
Garde Capital, Inc. 0.17% Add +4.3% 83,862 $3.4M
RW Investment Management LLC 0.35% Add +0.5% 81,910 $3.4M
Archer Investment Management, LLC 2.05% Add +9.0% 81,571 $3.3M
Momentous Wealth Management, Inc. 1.98% Reduce -1.4% 76,265 $3.1M
Savant Capital, LLC 0.02% Reduce -2.9% 74,452 $3.0M
Susquehanna International Group, LLP 0.00% New 73,412 $3.0M
Citadel Advisors 0.00% New 72,920 $3.0M
Cardinal Point Capital Management ULC 0.21% Add +4.8% 72,446 $3.0M
Angeles Investment Advisors, LLC 0.19% New 72,060 $3.0M
Brighton Jones LLC 0.07% Reduce -0.3% 70,495 $2.9M
Rockbridge Investment Management, LCC 0.28% Add +64.4% 68,853 $2.8M
Truepoint, Inc. 0.06% Reduce -0.0% 66,739 $2.7M
Revolve Wealth Partners, LLC 0.31% Reduce -1.8% 63,720 $2.6M
Wealthspire Advisors, LLC 0.01% Reduce -5.6% 59,528 $2.4M
Cambridge Financial Group, LLC 0.74% Add +0.1% 56,425 $2.3M
Commonwealth Equity Services, LLC 0.00% Add +18.2% 54,087 $2.2M
MML Investors Services, LLC 0.01% Add +17.9% 53,117 $2.2M
Northland Capital Management LLC 1.22% Add +15.0% 51,048 $2.1M
Trellis Wealth Advisors LLC 0.80% Reduce -5.3% 47,971 $2.0M
Foster Group, Inc. 0.06% Add +702.3% 47,635 $2.0M
Syverson Strege & Co 0.45% Reduce -2.1% 45,937 $1.9M
Hutchinson Capital Management 0.32% No change 45,736 $1.9M
Cerity Partners LLC 0.00% Add +1.6% 45,173 $1.9M
Henrickson Nauta Wealth Advisors, Inc. 0.58% Add +1.8% 44,683 $1.8M
Equita Financial Network, Inc. 0.60% Add +36.8% 43,566 $1.8M
Parkside Financial Bank & Trust 0.13% Add +0.4% 41,388 $1.7M
Nwam LLC 0.08% Reduce -4.9% 35,436 $1.5M
LPL Financial LLC 0.00% Add +19.4% 35,199 $1.4M
MB Generational Wealth, LLC 0.91% — 35,046 $1.4M
Premier Financial Group 0.36% Reduce -10.3% 33,196 $1.4M
Cahill Financial Advisors Inc. 0.15% Add +2.5% 31,816 $1.3M
Level Financial Advisors 0.35% Reduce -0.8% 29,980 $1.2M
Longview Financial Advisors LLC 0.70% Add +19.7% 29,587 $1.2M
Creative Capital Management Investments LLC 0.38% Add +13.4% 28,780 $1.2M
DiNuzzo Private Wealth, Inc. 0.13% Reduce -2.6% 29,206 $1.2M
BetterWealth, LLC 0.28% Add +4.8% 28,613 $1.2M
Farther Finance Advisors, LLC 0.02% No change 26,251 $1.1M
Corus Family Wealth Advisors 0.75% No change 24,904 $1.0M
Fiduciary Financial Group, LLC 0.16% Add +42.5% 24,876 $1.0M
NewEdge Advisors, LLC 0.00% Reduce -58.7% 23,858 $977K
Wealth Management Strategies, Inc. 0.48% Add +0.4% 23,439 $960K
Simplicity Wealth,LLC 0.05% New 23,009 $942K
Raymond James Financial Inc. 0.00% Add +408.7% 22,980 $941K
CGN Advisors LLC 0.07% New 21,427 $877K
Chicago Partners Investment Group LLC 0.02% Add +2.8% 20,587 $859K
Cordant, Inc. 0.39% Add +0.0% 20,847 $854K
Schwarz Dygos Wheeler Investment Advisors LLC 0.18% Reduce -1.7% 20,703 $848K
Modera Wealth Management, LLC 0.01% Reduce -2.7% 20,439 $837K
Babb Wealth Advisors LLC 0.54% Add +0.1% 20,229 $828K
Financial Connections Group, Inc. 0.32% Add +0.6% 19,802 $810K
Shira Ridge Wealth Management 0.34% Add +3.3% 19,590 $802K
Flagstone Financial Management 0.19% Add +35.1% 17,665 $723K
Grand Wealth Management, LLC 0.35% Add +18.3% 17,585 $720K
Hancock Whitney Corp. 0.01% No change 15,774 $646K
HighTower Advisors, LLC 0.00% Add +22.5% 15,629 $640K
WPWealth LLP 0.10% Add +3.7% 15,497 $635K
Sellwood Investment Partners LLC 0.25% Add +5.6% 15,239 $624K
Bridgewater Advisors Inc. 0.04% Add +27.9% 15,257 $622K
AdvisorNet Financial, Inc 0.03% Reduce -9.7% 14,991 $614K

"% 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.

Show all 198 holders