DFSI Institutional Ownership & Shareholders
DIMENSIONAL INT SUS COR1 ETF (DFSI) is currently held by 240 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $774.63M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Focus Partners Wealth is currently the largest disclosed institutional shareholder of DFSI tracked by InsiderSet, reporting ownership valued at approximately $54.95M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $54.92M, representing an estimated loss of -0.07% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 44% of the total disclosed DFSI value among the investors covered in this analysis. Major shareholders include Focus Partners Wealth, Awm Capital, Llc, Maseco Llp, and several other long-term asset managers with concentrated positions in DIMENSIONAL INT SUS COR1 ETF (DFSI).
This page ranks the largest institutional DFSI shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
240
Total Reported Value
$774.63M
Largest Holder
Focus Partners Wealth
Largest Position
$54.95M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
25
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Focus Partners Wealth | 0.06% | 1,218,472 | $54,953,117 | $54,916,533 | -$36,584 | -0.07% | |
| Awm Capital, Llc | 3.44% | 1,080,957 | $48,826,830 | $48,718,732 | -$108,098 | -0.22% | |
| Maseco Llp | 1.29% | 1,047,889 | $47,312,173 | $47,228,357 | -$83,816 | -0.18% | |
| Quantum Financial Advisors, Llc | 3.71% | 831,098 | $37,482,520 | $37,457,587 | -$24,933 | -0.07% | |
| Francis Financial, Inc. | 5.68% | 767,312 | $34,605,763 | $34,582,752 | -$23,011 | -0.07% | |
| Pathstone Holdings, Llc | 0.13% | 795,001 | $33,708,040 | $35,830,695 | +$2,122,655 | +6.30% | |
| Abacus Wealth Partners, Llc | 2.87% | 605,285 | $27,295,447 | $27,280,195 | -$15,252 | -0.06% | |
| Citrine Capital Llc | 6.48% | 426,264 | $19,254,330 | $19,211,718 | -$42,612 | -0.22% | |
| Ep Wealth Advisors, Llc | 0.07% | 426,228 | $19,222,873 | $19,210,096 | -$12,777 | -0.07% | |
| Five Oceans Advisors | 6.81% | 394,570 | $17,822,741 | $17,783,270 | -$39,471 | -0.22% | |
| Apella Capital, Llc | 0.21% | 364,186 | $16,293,680 | $16,413,863 | +$120,183 | +0.74% | |
| Retirement Solution Llc | 3.43% | 344,027 | $15,539,678 | $15,505,297 | -$34,381 | -0.22% | |
| Savant Capital, Llc | 0.04% | 309,218 | $13,955,986 | $13,936,455 | -$19,531 | -0.14% | |
| Forum Financial Management, Lp | 0.16% | 274,694 | $12,407,932 | $12,380,459 | -$27,473 | -0.22% | |
| Mercer Global Advisors Inc | 0.01% | 248,537 | $11,209,049 | $11,201,563 | -$7,486 | -0.07% | |
| Elser Financial Planning, Inc | 0.45% | 228,285 | $10,311,633 | $10,288,805 | -$22,828 | -0.22% | |
| Bank Of New York Mellon Corp | 0.00% | 228,448 | $10,303,022 | $10,296,151 | -$6,871 | -0.07% | |
| Balanced Rock Investment Advisors Llc | 6.21% | 220,624 | $9,950,142 | $9,943,524 | -$6,618 | -0.07% | |
| Wealthspire Advisors, Llc | 0.05% | 218,754 | $9,865,811 | $9,859,243 | -$6,568 | -0.07% | |
| Allodium Investment Consultants, Llc | 4.04% | 217,854 | $9,840,485 | $9,818,680 | -$21,805 | -0.22% | |
| Hill Island Financial Llc | 2.01% | 213,626 | $9,649,486 | $9,628,124 | -$21,362 | -0.22% | |
| Planning Center, Inc. | 0.79% | 185,179 | $8,351,573 | $8,346,018 | -$5,555 | -0.07% | |
| Focus Partners Advisor Solutions, Llc | 0.07% | 184,872 | $8,337,746 | $8,332,181 | -$5,565 | -0.07% | |
| Wealth Enhancement Advisory Services, Llc | 0.01% | 181,311 | $8,097,363 | $8,171,687 | +$74,324 | +0.92% | |
| Pure Financial Advisors, Llc | 0.09% | 155,082 | $6,994,204 | $6,989,546 | -$4,658 | -0.07% | |
| New Capital Management Lp | 1.56% | 154,597 | $6,983,146 | $6,967,687 | -$15,459 | -0.22% | |
| Wealth Architects, Llc | 0.55% | 153,263 | $6,912,180 | $6,907,563 | -$4,617 | -0.07% | |
| Ram Investment Partners, Llc | 1.02% | 142,868 | $6,453,348 | $6,439,061 | -$14,287 | -0.22% | |
| Quarry Hill Advisors, Llc | 2.27% | 130,867 | $5,902,083 | $5,898,176 | -$3,907 | -0.07% | |
| Greenspring Advisors, Llc | 0.31% | 122,708 | $5,534,123 | $5,530,450 | -$3,673 | -0.07% | |
| Beacon Pointe Advisors, Llc | 0.03% | 122,582 | $5,528,441 | $5,524,771 | -$3,670 | -0.07% | |
| Onedigital Investment Advisors Llc | 0.05% | 120,549 | $5,436,757 | $5,433,143 | -$3,614 | -0.07% | |
| Perigon Wealth Management, Llc | 0.08% | 117,981 | $5,329,180 | $5,317,404 | -$11,776 | -0.22% | |
| Corient Private Wealth Llc | 0.01% | 117,845 | $5,314,826 | $5,311,274 | -$3,552 | -0.07% | |
| Tci Wealth Advisors, Inc. | 0.21% | 113,877 | $5,143,825 | $5,132,436 | -$11,389 | -0.22% | |
| Laurel Wealth Planning Llc | 2.20% | 112,140 | $5,065,364 | $5,054,150 | -$11,214 | -0.22% | |
| Clarity Wealth Development Llc | 2.85% | 111,550 | $5,038,714 | $5,027,559 | -$11,156 | -0.22% | |
| Triune Financial Partners, Llc | 1.05% | 111,174 | $5,013,949 | $5,010,612 | -$3,337 | -0.07% | |
| Betterment Llc | 0.01% | 110,457 | $4,982,000 | $4,978,297 | -$3,703 | -0.07% | |
| Brown Advisory Inc | 0.01% | 104,113 | $4,695,493 | $4,692,373 | -$3,120 | -0.07% | |
| Donalies Financial Planning, Llc | 3.29% | 99,074 | $4,475,185 | $4,465,265 | -$9,920 | -0.22% | |
| Raymond James Financial Inc | 0.00% | 99,011 | $4,465,396 | $4,462,426 | -$2,970 | -0.07% | |
| Brighton Jones Llc | 0.08% | 97,777 | $4,409,726 | $4,406,809 | -$2,917 | -0.07% | |
| Angeles Investment Advisors, Llc | 0.27% | 97,322 | $4,396,027 | $4,386,303 | -$9,724 | -0.22% | |
| Garde Capital, Inc. | 0.24% | 95,445 | $4,311,251 | $4,301,706 | -$9,545 | -0.22% | |
| Cardinal Point Capital Management Ulc | 0.23% | 92,770 | $4,190,405 | $4,181,144 | -$9,261 | -0.22% | |
| Aspen Capital Management, Llc | 0.92% | 92,563 | $4,174,589 | $4,171,814 | -$2,775 | -0.07% | |
| Equita Financial Network, Inc. | 1.18% | 92,262 | $4,167,493 | $4,158,248 | -$9,245 | -0.22% | |
| Farther Finance Advisors, Llc | 0.03% | 89,047 | $4,022,268 | $4,013,348 | -$8,920 | -0.22% | |
| Simplicity Wealth,Llc | 0.11% | 86,530 | $3,908,560 | $3,899,907 | -$8,653 | -0.22% |
Frequently asked questions about DFSI
Who are the largest institutional holders of DFSI?
The largest institutional holders of DFSI reported in the latest SEC Form 13F filings include Focus Partners Wealth, Awm Capital, Llc, Maseco Llp, Quantum Financial Advisors, Llc, and Francis Financial, Inc.. InsiderSet ranks institutional holders by their latest reported DFSI position.
What is DFSI institutional ownership?
This page tracks DFSI positions reported by institutional investment managers through SEC Form 13F. DIMENSIONAL INT SUS COR1 ETF (DFSI) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own DFSI?
InsiderSet currently tracks 240 institutional managers reporting DFSI holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of DFSI shareholders.
How much DFSI stock do institutions own?
Institutional investment managers disclosed approximately $774.63M in DFSI holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was DFSI institutional ownership last updated?
The latest DFSI institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional DFSI holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its DFSI position after the reporting date.
Are institutions buying or selling DFSI?
Institutional buying and selling can be analyzed by comparing DFSI positions across consecutive 13F reporting periods. InsiderSet's DFSI Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View DFSI ownership changes.
How has DFSI institutional ownership changed over time?
InsiderSet tracks DFSI institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.