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 $761.17M 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 $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 $56.56M, representing an estimated gain of +2.92% 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, Maseco Llp, Awm Capital, Llc, 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

239

Total Reported Value

$761.17M

Largest Holder

Focus Partners Wealth

Largest Position

$54.95M

Insider Transactions (90d)

0

Latest Filing Quarter

Q2 2026

New Institutional Positions

37

Funds Exiting Positions

0

NameInvestor/ManagerPortfolio %QuantityReported BalanceCurrent Estimated ValueGain/loss Since FilingEstimated Portfolio Performance
Focus Partners Wealth0.06%1,218,472$54,953,117$56,555,378+$1,602,261+2.92%
Maseco Llp1.28%1,012,064$45,704,818$46,974,951+$1,270,133+2.78%
Awm Capital, Llc3.59%995,334$44,889,550$46,198,428+$1,308,878+2.92%
Quantum Financial Advisors, Llc3.71%831,098$37,482,520$38,575,414+$1,092,894+2.92%
Francis Financial, Inc.5.68%767,312$34,605,763$35,614,786+$1,009,023+2.92%
Pathstone Holdings, Llc0.13%795,001$33,708,040$36,899,971+$3,191,931+9.47%
Abacus Wealth Partners, Llc2.87%605,285$27,295,447$28,094,303+$798,856+2.93%
Five Oceans Advisors6.18%426,583$19,238,905$19,799,850+$560,945+2.92%
Ep Wealth Advisors, Llc0.07%426,228$19,222,873$19,783,373+$560,500+2.92%
Citrine Capital Llc6.57%393,481$17,745,972$18,263,421+$517,449+2.92%
Retirement Solution Llc3.08%349,466$15,760,895$16,220,464+$459,569+2.92%
Savant Capital, Llc0.04%309,218$13,955,986$14,352,353+$396,367+2.84%
Apella Capital, Llc0.20%303,754$13,848,153$14,098,742+$250,589+1.81%
Forum Financial Management, Lp0.16%269,201$12,140,969$12,494,964+$353,995+2.92%
Mercer Global Advisors Inc0.01%248,537$11,209,049$11,535,845+$326,796+2.92%
Elser Financial Planning, Inc0.47%239,760$10,813,176$11,128,460+$315,284+2.92%
Bank Of New York Mellon Corp0.00%228,448$10,303,022$10,603,414+$300,392+2.92%
Balanced Rock Investment Advisors Llc6.21%220,624$9,950,142$10,240,263+$290,121+2.92%
Wealthspire Advisors, Llc0.05%218,754$9,865,811$10,153,467+$287,656+2.92%
Hill Island Financial Llc1.96%203,314$9,169,461$9,436,819+$267,358+2.92%
Allodium Investment Consultants, Llc3.87%201,944$9,107,690$9,373,231+$265,541+2.92%
Planning Center, Inc.0.79%185,179$8,351,573$8,595,083+$243,510+2.92%
Focus Partners Advisor Solutions, Llc0.07%184,872$8,337,746$8,580,834+$243,088+2.92%
New Capital Management Lp1.85%179,986$8,117,369$8,354,050+$236,681+2.92%
Wealth Enhancement Advisory Services, Llc0.01%156,527$7,114,132$7,265,201+$151,069+2.12%
Pure Financial Advisors, Llc0.09%155,082$6,994,204$7,198,131+$203,927+2.92%
Wealth Architects, Llc0.55%153,263$6,912,180$7,113,702+$201,522+2.92%
Ram Investment Partners, Llc1.02%141,673$6,389,452$6,575,752+$186,300+2.92%
Quarry Hill Advisors, Llc2.27%130,867$5,902,083$6,074,192+$172,109+2.92%
Greenspring Advisors, Llc0.31%122,708$5,534,123$5,695,492+$161,369+2.92%
Beacon Pointe Advisors, Llc0.03%122,582$5,528,441$5,689,644+$161,203+2.92%
Onedigital Investment Advisors Llc0.05%120,549$5,436,757$5,595,282+$158,525+2.92%
Corient Private Wealth Llc0.01%117,845$5,314,826$5,469,776+$154,950+2.92%
Perigon Wealth Management, Llc0.08%111,569$5,031,771$5,178,475+$146,704+2.92%
Triune Financial Partners, Llc1.05%111,174$5,013,949$5,160,141+$146,192+2.92%
Betterment Llc0.01%110,457$4,982,000$5,126,862+$144,862+2.91%
Tci Wealth Advisors, Inc.0.22%110,345$4,976,560$5,121,663+$145,103+2.92%
Laurel Wealth Planning Llc2.15%107,963$4,869,132$5,011,103+$141,971+2.92%
Brown Advisory Inc0.01%104,113$4,695,493$4,832,405+$136,912+2.92%
Angeles Investment Advisors, Llc0.31%110,007$4,664,297$5,105,975+$441,678+9.47%
Donalies Financial Planning, Llc3.34%100,617$4,537,827$4,670,138+$132,311+2.92%
Raymond James Financial Inc0.00%99,011$4,465,396$4,595,596+$130,200+2.92%
Brighton Jones Llc0.08%97,777$4,409,726$4,538,319+$128,593+2.92%
Garde Capital, Inc.0.19%94,113$4,244,497$4,368,255+$123,758+2.92%
Aspen Capital Management, Llc0.92%92,563$4,174,589$4,296,312+$121,723+2.92%
Equita Financial Network, Inc.1.11%88,291$3,981,912$4,098,027+$116,115+2.92%
Jane Street Group, Llc0.00%86,254$3,890,055$4,003,479+$113,424+2.92%
Rw Investment Management Llc0.34%85,972$3,877,338$3,990,390+$113,052+2.92%
Cerity Partners Llc0.00%84,219$3,798,273$3,909,025+$110,752+2.92%
Asset Dedication, Llc0.23%80,540$3,632,354$3,738,264+$105,910+2.92%
Showing 50 of 239

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.