DIMENSIONAL INT SUS COR1 ETF DFSI
$45.39
+0.8% 52w: $37.02 – $46.04
Latest 13F among current holders filed 24 days ago (Jun 11, 2026)
Price — last 12 months
research preview data37.0241.5346.04
Jun 20, 2025 Jul 2, 2026
Institutional holders
227
+13 QoQ
13F value
$684.7M
+4.8% QoQ
Smart-money holders
1
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns DFSI?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| Focus Partners Wealth | Wealth advisor | 1.2M | $50.8M | 0.1% | -0.2% |
| MASECO LLP | Wealth advisor | 987.5K | $41.8M | 1.3% | +4.3% |
| AWM CAPITAL, LLC | Wealth advisor | 931.2K | $39.5M | 3.6% | +7.6% |
| Quantum Financial Advisors, LLC | Wealth advisor | 840.4K | $35.6M | 4.0% | -1.7% |
| Pathstone Holdings, LLC | Diversified mechanical | 795.0K | $33.7M | 0.1% | +9.5% |
| Francis Financial, Inc. | Wealth advisor | 759.1K | $32.2M | 6.0% | +2.3% |
| Abacus Wealth Partners, LLC | Wealth advisor | 586.1K | $24.9M | 2.3% | +0.6% |
| EP Wealth Advisors, LLC | Wealth advisor | 416.2K | $17.6M | 0.1% | +7363.6% |
| Five Oceans Advisors | Wealth advisor | 404.0K | $17.1M | 6.2% | +3.5% |
| Citrine Capital LLC | Wealth advisor | 390.0K | $16.5M | 7.2% | +9.1% |
| Retirement Solution LLC | Wealth advisor | 350.0K | $14.8M | 3.5% | -1.5% |
| Apella Capital, LLC | Wealth advisor | 289.9K | $13.3M | 0.2% | +36.5% |
| JANE STREET GROUP, LLC | Market maker | 275.3K | $11.7M | 0.0% | +883.0% |
| Savant Capital, LLC | Wealth advisor | 270.8K | $11.5M | 0.1% | +185.2% |
| Forum Financial Management, LP | Wealth advisor | 263.8K | $11.2M | 0.2% | -7.7% |
| Elser Financial Planning, Inc | Other | 233.2K | $9.9M | 0.5% | New |
| Balanced Rock Investment Advisors LLC | Wealth advisor | 213.7K | $9.1M | 6.4% | -0.6% |
| Greenspring Advisors, LLC | Wealth advisor | 213.0K | $9.0M | 0.6% | +0.6% |
| Allodium Investment Consultants, LLC | Wealth advisor | 194.0K | $8.2M | 3.9% | +1.1% |
| HILL ISLAND FINANCIAL LLC | Wealth advisor | 193.6K | $8.2M | 2.0% | -2.5% |
| MERCER GLOBAL ADVISORS INC /ADV | Wealth advisor | 182.9K | $7.8M | 0.0% | +48.3% |
| Planning Center, Inc. | Wealth advisor | 181.8K | $7.7M | 0.8% | -4.5% |
| New Capital Management LP | Wealth advisor | 180.1K | $7.6M | 1.9% | -1.0% |
| Pure Financial Advisors, LLC | Wealth advisor | 155.7K | $6.6M | 0.1% | +0.8% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Wealth advisor | 151.9K | $6.5M | 0.0% | -11.8% |
| Wealth Architects, LLC | Wealth advisor | 151.9K | $6.4M | 0.6% | -2.1% |
| Focus Partners Advisor Solutions, LLC | Wealth advisor | 136.3K | $5.8M | 0.1% | +3.7% |
| Beacon Pointe Advisors, LLC | Wealth advisor | 131.8K | $5.6M | 0.0% | +10.4% |
| QUARRY HILL ADVISORS, LLC | Wealth advisor | 120.2K | $5.5M | 2.3% | -1.1% |
| RAM Investment Partners, LLC | Wealth advisor | 125.1K | $5.3M | 0.9% | +2.6% |
| Betterment LLC | Wealth advisor | 114.9K | $4.9M | 0.0% | +1.1% |
| OneDigital Investment Advisors LLC | Wealth advisor | 111.7K | $4.7M | 0.0% | -0.5% |
| Perigon Wealth Management, LLC | Wealth advisor | 111.4K | $4.7M | 0.1% | +1.3% |
| Triune Financial Partners, LLC | Wealth advisor | 110.3K | $4.7M | 1.1% | +0.5% |
| Angeles Investment Advisors, LLC | Wealth advisor | 110.0K | $4.7M | 0.3% | +3.6% |
| TCI Wealth Advisors, Inc. | Wealth advisor | 108.2K | $4.6M | 0.2% | -0.3% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 104.2K | $4.4M | 0.0% | +21.1% |
| Donalies Financial Planning, LLC | Wealth advisor | 102.0K | $4.3M | 3.7% | -0.6% |
| Corient Private Wealth LLC | Diversified mechanical | 127.0K | $4.2M | 0.0% | -31.1% |
| BROWN ADVISORY INC | Diversified mechanical | 97.8K | $4.1M | 0.0% | +1084.6% |
| Laurel Wealth Planning LLC | Wealth advisor | 94.9K | $4.0M | 2.1% | New |
| Garde Capital, Inc. | Wealth advisor | 93.3K | $4.0M | 0.2% | +8.5% |
| Addison Advisors LLC | Wealth advisor | 92.9K | $3.9M | 0.9% | -3.3% |
| Asset Dedication, LLC | Wealth advisor | 92.7K | $3.9M | 0.3% | -15.1% |
| Aspen Capital Management, LLC | Wealth advisor | 91.6K | $3.9M | 1.0% | -0.1% |
| RW Investment Management LLC | Wealth advisor | 85.0K | $3.6M | 0.3% | — |
| Sequoia Financial Advisors, LLC | Wealth advisor | 84.7K | $3.6M | 0.0% | +1.9% |
| Simplicity Wealth,LLC | Wealth advisor | 76.1K | $3.2M | 0.2% | -8.3% |
| Momentous Wealth Management, Inc. | Wealth advisor | 74.7K | $3.2M | 1.8% | -1.4% |
| Cardinal Point Capital Management ULC | Wealth advisor | 73.3K | $3.1M | 0.2% | -2.1% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.