DIMENSIONAL INT SUS COR1 ETF (DFSI) Institutional Shareholders
DIMENSIONAL INT SUS COR1 ETF (DFSI) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $710.57M in DFSI holdings during the latest filing period.
Focus Partners Wealth is currently the largest disclosed institutional shareholder of DFSI tracked by InsiderSet, reporting ownership valued at approximately $50.80M in its March 31, 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 $53.52M, representing an estimated gain of +5.35% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 45% 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
234
Total Reported Value
$710.57M
Largest Holder
Focus Partners Wealth
Largest Position
$50.80M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
35
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% | 1,164,896 | $50,798,728 | $53,515,322 | +$2,716,594 | +5.35% | |
| Awm Capital, Llc | 3.59% | 995,334 | $44,889,550 | $45,725,644 | +$836,094 | +1.86% | |
| Maseco Llp | 1.31% | 987,534 | $41,752,936 | $45,367,312 | +$3,614,376 | +8.66% | |
| Quantum Financial Advisors, Llc | 3.71% | 831,098 | $37,482,520 | $38,180,642 | +$698,122 | +1.86% | |
| Pathstone Holdings, Llc | 0.13% | 795,001 | $33,708,040 | $36,522,346 | +$2,814,306 | +8.35% | |
| Francis Financial, Inc. | 5.98% | 759,106 | $32,186,110 | $34,873,330 | +$2,687,220 | +8.35% | |
| Abacus Wealth Partners, Llc | 2.87% | 605,285 | $27,295,447 | $27,806,793 | +$511,346 | +1.87% | |
| Five Oceans Advisors | 6.18% | 426,583 | $19,238,905 | $19,597,223 | +$358,318 | +1.86% | |
| Citrine Capital Llc | 6.57% | 393,481 | $17,745,972 | $18,076,517 | +$330,545 | +1.86% | |
| Ep Wealth Advisors, Llc | 0.09% | 416,169 | $17,645,564 | $19,118,804 | +$1,473,240 | +8.35% | |
| Retirement Solution Llc | 3.51% | 350,032 | $14,841,369 | $16,080,470 | +$1,239,101 | +8.35% | |
| Apella Capital, Llc | 0.20% | 303,754 | $13,848,153 | $13,954,459 | +$106,306 | +0.77% | |
| Forum Financial Management, Lp | 0.16% | 269,201 | $12,140,969 | $12,367,094 | +$226,125 | +1.86% | |
| Jane Street Group, Llc | 0.01% | 275,277 | $11,671,745 | $12,646,225 | +$974,480 | +8.35% | |
| Savant Capital, Llc | 0.06% | 270,790 | $11,481,512 | $12,440,093 | +$958,581 | +8.35% | |
| Elser Financial Planning, Inc | 0.47% | 239,760 | $10,813,176 | $11,014,574 | +$201,398 | +1.86% | |
| Allodium Investment Consultants, Llc | 3.87% | 201,944 | $9,107,690 | $9,277,307 | +$169,617 | +1.86% | |
| Balanced Rock Investment Advisors Llc | 6.36% | 213,685 | $9,060,244 | $9,816,689 | +$756,445 | +8.35% | |
| Greenspring Advisors, Llc | 0.55% | 212,964 | $9,029,700 | $9,783,566 | +$753,866 | +8.35% | |
| Planning Center, Inc. | 0.79% | 185,179 | $8,351,573 | $8,507,123 | +$155,550 | +1.86% | |
| Hill Island Financial Llc | 1.99% | 193,609 | $8,209,022 | $8,894,397 | +$685,375 | +8.35% | |
| New Capital Management Lp | 1.85% | 179,986 | $8,117,369 | $8,268,557 | +$151,188 | +1.86% | |
| Mercer Global Advisors Inc | 0.01% | 182,884 | $7,754,300 | $8,401,691 | +$647,391 | +8.35% | |
| Wealth Enhancement Advisory Services, Llc | 0.01% | 156,527 | $7,114,132 | $7,190,850 | +$76,718 | +1.08% | |
| Wealth Architects, Llc | 0.55% | 153,263 | $6,912,180 | $7,040,902 | +$128,722 | +1.86% | |
| Pure Financial Advisors, Llc | 0.09% | 155,658 | $6,599,896 | $7,150,929 | +$551,033 | +8.35% | |
| Ram Investment Partners, Llc | 1.02% | 141,673 | $6,389,452 | $6,508,458 | +$119,006 | +1.86% | |
| Quarry Hill Advisors, Llc | 2.27% | 130,867 | $5,902,083 | $6,012,030 | +$109,947 | +1.86% | |
| Focus Partners Advisor Solutions, Llc | 0.06% | 136,336 | $5,780,669 | $6,263,276 | +$482,607 | +8.35% | |
| Beacon Pointe Advisors, Llc | 0.03% | 131,783 | $5,587,597 | $6,054,111 | +$466,514 | +8.35% | |
| Tci Wealth Advisors, Inc. | 0.22% | 110,345 | $4,976,560 | $5,069,249 | +$92,689 | +1.86% | |
| Laurel Wealth Planning Llc | 2.15% | 107,963 | $4,869,132 | $4,959,820 | +$90,688 | +1.86% | |
| Onedigital Investment Advisors Llc | 0.05% | 111,707 | $4,736,367 | $5,131,820 | +$395,453 | +8.35% | |
| Perigon Wealth Management, Llc | 0.09% | 111,418 | $4,724,131 | $5,118,543 | +$394,412 | +8.35% | |
| Triune Financial Partners, Llc | 1.11% | 110,286 | $4,676,126 | $5,066,539 | +$390,413 | +8.35% | |
| Angeles Investment Advisors, Llc | 0.31% | 110,007 | $4,664,297 | $5,053,722 | +$389,425 | +8.35% | |
| Raymond James Financial Inc | 0.00% | 104,202 | $4,418,165 | $4,787,040 | +$368,875 | +8.35% | |
| Donalies Financial Planning, Llc | 3.69% | 101,989 | $4,324,334 | $4,685,375 | +$361,041 | +8.35% | |
| Garde Capital, Inc. | 0.19% | 94,113 | $4,244,497 | $4,323,551 | +$79,054 | +1.86% | |
| Corient Private Wealth Llc | 0.01% | 127,028 | $4,226,081 | $5,835,666 | +$1,609,585 | +38.09% | |
| Brown Advisory Inc | 0.01% | 97,803 | $4,146,848 | $4,493,070 | +$346,222 | +8.35% | |
| Equita Financial Network, Inc. | 1.11% | 88,291 | $3,981,912 | $4,056,089 | +$74,177 | +1.86% | |
| Addison Advisors Llc | 0.87% | 92,901 | $3,939,003 | $4,267,872 | +$328,869 | +8.35% | |
| Aspen Capital Management, Llc | 0.96% | 91,590 | $3,883,436 | $4,207,645 | +$324,209 | +8.35% | |
| Asset Dedication, Llc | 0.23% | 80,540 | $3,632,354 | $3,700,008 | +$67,654 | +1.86% | |
| Rw Investment Management Llc | 0.35% | 85,036 | $3,605,527 | $3,906,554 | +$301,027 | +8.35% | |
| Sequoia Financial Advisors | 0.02% | 78,288 | $3,530,808 | $3,596,551 | +$65,743 | +1.86% | |
| Clarity Wealth Development Llc | 1.86% | 74,188 | $3,345,879 | $3,408,197 | +$62,318 | +1.86% | |
| Cardinal Point Capital Management Ulc | 0.19% | 73,261 | $3,304,090 | $3,365,610 | +$61,520 | +1.86% | |
| Simplicity Wealth,Llc | 0.18% | 76,056 | $3,224,774 | $3,494,013 | +$269,239 | +8.35% |
Frequently asked questions about DFSI
Who owns the most DFSI stock?
The largest holders of DFSI are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for DIMENSIONAL INT SUS COR1 ETF (DFSI).
Is DFSI widely held by superinvestors?
Many widely followed stocks like DFSI appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly DFSI is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.