Dimensional Int Sus COR1 ETFDFSIETF

13F holders, Q1 2026 (March 31)
228holders +12
20new positions
6sold out
$42.52avg. 13F price*

At the end of Q1 2026, 228 institutions reported holding Dimensional Int Sus COR1 ETF (DFSI) in their 13F filings, up 12 from Q4 2025. 20 opened new positions and 6 sold out. The largest holders were Focus Partners Wealth ($50.8M), Maseco LLP ($41.8M) and Awm Capital, LLC ($39.5M).

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 2025 → Q1 2026

InstitutionsTotal Value
New Positions20$24.7M
Exits6$14.2M

All 13F filers, Q4 2025 → Q1 2026: 2,207,006 shares bought and 649,469 shares sold, net +1,557,537 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 228 holders

Focus Partners Wealth 0.06% Reduce -0.2% 1,164,896 $50.8M
Maseco LLP 1.31% Add +4.3% 987,534 $41.8M
Awm Capital, LLC 3.57% Add +7.6% 931,193 $39.5M
Quantum Financial Advisors, LLC 4.00% Reduce -1.7% 840,411 $35.6M
Pathstone Holdings, LLC 0.13% Add +9.6% 795,001 $33.7M
Francis Financial, Inc. 5.98% Add +2.3% 759,106 $32.2M
Abacus Wealth Partners, LLC 2.27% Add +0.6% 586,104 $24.9M
EP Wealth Advisors, LLC 0.09% Add +7363.6% 416,169 $17.6M
Five Oceans Advisors 6.20% Add +3.5% 403,966 $17.1M
Citrine Capital LLC 7.17% Add +9.1% 389,981 $16.5M
Retirement Solution LLC 3.51% Reduce -1.5% 350,032 $14.8M
Apella Capital, LLC 0.20% Add +36.5% 289,911 $13.3M
Jane Street Group, LLC 0.01% Add +883.0% 275,277 $11.7M
Savant Capital, LLC 0.06% Add +185.2% 270,790 $11.5M
Forum Financial Management, LP 0.16% Reduce -7.7% 263,782 $11.2M
Elser Financial Planning, Inc 0.48% New 233,159 $9.9M
Balanced Rock Investment Advisors LLC 6.36% Reduce -0.6% 213,685 $9.1M
Greenspring Advisors, LLC 0.55% Add +0.7% 212,964 $9.0M
Allodium Investment Consultants, LLC 3.94% Add +1.1% 194,032 $8.2M
Hill Island Financial LLC 1.99% Reduce -2.5% 193,609 $8.2M
Mercer Global Advisors Inc. 0.01% Add +48.4% 182,884 $7.8M
Planning Center, Inc. 0.78% Reduce -4.5% 181,791 $7.7M
New Capital Management LP 1.88% Reduce -1.0% 180,145 $7.6M
Pure Financial Advisors, LLC 0.10% Add +0.8% 155,658 $6.6M
Wealth Enhancement Advisory Services, LLC 0.01% Reduce -11.8% 151,856 $6.5M
Wealth Architects, LLC 0.57% Reduce -2.1% 151,947 $6.4M
Focus Partners Advisor Solutions, LLC 0.06% Add +3.7% 136,336 $5.8M
Beacon Pointe Advisors, LLC 0.03% Add +10.4% 131,783 $5.6M
Quarry Hill Advisors, LLC 2.28% Reduce -1.1% 120,223 $5.5M
RAM Investment Partners, LLC 0.93% Add +2.6% 125,123 $5.3M
Betterment LLC 0.01% Add +1.1% 114,853 $4.9M
OneDigital Investment Advisors LLC 0.05% Reduce -0.5% 111,707 $4.7M
Perigon Wealth Management, LLC 0.09% Add +1.3% 111,418 $4.7M
Triune Financial Partners, LLC 1.11% Add +0.5% 110,286 $4.7M
Angeles Investment Advisors, LLC 0.31% Add +3.6% 110,007 $4.7M
TCI Wealth Advisors, Inc. 0.24% Reduce -0.3% 108,155 $4.6M
Raymond James Financial Inc. 0.00% Add +21.1% 104,202 $4.4M
Donalies Financial Planning, LLC 3.69% Reduce -0.6% 101,989 $4.3M
Corient Private Wealth LP 0.01% Add +37.8% 127,028 $4.2M
Brown Advisory Inc. 0.01% Add +1084.6% 97,803 $4.1M
Laurel Wealth Planning LLC 2.12% New 94,894 $4.0M
Garde Capital, Inc. 0.24% Add +8.4% 93,254 $4.0M
Addison Advisors LLC 0.87% Reduce -3.3% 92,901 $3.9M
Asset Dedication, LLC 0.28% Reduce -15.1% 92,749 $3.9M
Aspen Capital Management, LLC 0.96% Reduce -0.1% 91,590 $3.9M
Brighton Jones LLC 0.08% New 87,640 $3.7M
RW Investment Management LLC 0.35% — 85,036 $3.6M
Sequoia Financial Advisors, LLC 0.02% Add +1.9% 84,723 $3.6M
Simplicity Wealth,LLC 0.18% Reduce -8.3% 76,056 $3.2M
Momentous Wealth Management, Inc. 1.81% Reduce -1.4% 74,684 $3.2M
Cardinal Point Capital Management ULC 0.19% Reduce -2.1% 73,252 $3.1M
Rockbridge Investment Management, LCC 0.26% Add +0.0% 69,153 $2.9M
Equita Financial Network, Inc. 0.88% Add +33.7% 65,819 $2.8M
Truepoint, Inc. 0.06% Reduce -3.8% 64,067 $2.7M
Revolve Wealth Partners, LLC 0.35% Reduce -4.0% 63,413 $2.7M
Bank of New York Mellon Corp 0.00% New 58,630 $2.5M
Wealthspire Advisors, LLC 0.02% Reduce -1.7% 58,386 $2.5M
Flow Traders U.S. LLC 0.07% Add +308.1% 53,666 $2.3M
Broadhurst Jeffrey B 2.29% Add +5.4% 52,794 $2.2M
Commonwealth Equity Services, LLC 0.00% Add +7.5% 51,275 $2.2M
Foster Group, Inc. 0.06% Reduce -2.9% 49,134 $2.1M
Cambridge Financial Group, LLC 0.67% Reduce -0.0% 46,683 $2.0M
Henrickson Nauta Wealth Advisors, Inc. 0.56% Reduce -49.1% 46,669 $2.0M
Creative Capital Management Investments LLC 0.56% Add +61.3% 46,433 $2.0M
Hutchinson Capital Management 0.36% Add +0.3% 45,887 $1.9M
LPL Financial LLC 0.00% Add +11.7% 43,606 $1.8M
Cerity Partners LLC 0.00% Add +0.2% 43,499 $1.8M
Syverson Strege & Co 0.44% Reduce -1.4% 43,120 $1.8M
Parkside Financial Bank & Trust 0.13% Add +0.2% 39,371 $1.7M
Trellis Wealth Advisors LLC 0.63% Reduce -18.8% 38,934 $1.7M
MB Generational Wealth, LLC 0.90% Add +3.4% 38,480 $1.6M
Northland Capital Management LLC 0.88% Reduce -25.6% 38,019 $1.6M
Level Financial Advisors 0.38% Add +9.9% 34,679 $1.5M
Premier Financial Group 0.25% Add +1.0% 33,427 $1.4M
Wheels Up Wealth, Inc. 1.34% Reduce -3.0% 33,556 $1.4M
Longview Financial Advisors LLC 0.75% Add +8.5% 32,650 $1.4M
Nwam LLC 0.08% Reduce -4.4% 32,158 $1.4M
Cahill Financial Advisors Inc. 0.14% Reduce -0.6% 30,650 $1.3M
MML Investors Services, LLC 0.00% Reduce -54.0% 30,163 $1.3M
Fiduciary Financial Group, LLC 0.17% Add +4.6% 30,100 $1.3M
Cordant, Inc. 0.52% Add +43.8% 30,045 $1.3M
HighTower Advisors, LLC 0.00% Add +77.9% 29,477 $1.2M
Modern Wealth Management, LLC 0.02% New 28,400 $1.2M
Root Financial Partners, LLC 0.06% Add +64.4% 28,590 $1.2M
DiNuzzo Private Wealth, Inc. 0.13% Add +4.8% 28,579 $1.2M
Chicago Partners Investment Group LLC 0.03% Add +3.0% 26,399 $1.2M
Farther Finance Advisors, LLC 0.01% Add +5.6% 27,249 $1.2M
BetterWealth, LLC 0.22% Reduce -1.4% 26,243 $1.1M
Wealth Management Strategies, Inc. 0.48% Add +0.2% 25,075 $1.1M
Corus Family Wealth Advisors 0.86% No change 24,904 $1.1M
Babb Wealth Advisors LLC 0.57% Add +1.9% 24,806 $1.1M
CGN Advisors LLC 0.08% Add +7.2% 24,317 $1.0M
Financial Connections Group, Inc. 0.34% Add +3.5% 22,868 $969K
NewEdge Advisors, LLC 0.00% No change 22,697 $962K
Bridgewater Advisors Inc. 0.05% Add +7.2% 19,804 $894K
MLG Wealth Management DBA Pine Grove Financial Group 0.10% Add +0.4% 20,550 $871K
Vise Technologies, Inc. 0.02% No change 19,336 $828K
Kestra Advisory Services, LLC 0.00% Add +0.9% 19,505 $827K
Flagstone Financial Management 0.20% Reduce -0.1% 19,131 $811K
Grand Wealth Management, LLC 0.38% Add +10.9% 19,131 $811K

"% 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 228 holders