Who owns Dimensional International Sustainability Core 1 ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of DFSI from SEC Form 13F filings across 240 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 240 institutions disclosed 17.2M shares of Dimensional International Sustainability Core 1 ETF worth $777.8M — about 71.6% of shares outstanding; the largest disclosed holder is Focus Partners Wealth. Source: SEC Form 13F filings, parsed by EvidInvest.
240
13F holders
$777.8M
value, 2026 filers
71.6%
of shares outstanding (17.2M sh)
24
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of DFSI's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | Focus Partners Wealth | 1.2M | $55.0M | 0.1% | 5.1% | +4.6% |
| 2 | MASECO LLP | 1.0M | $45.7M | 1.3% | 4.2% | +2.5% |
| 3 | AWM CAPITAL, LLC | 995,334 | $44.9M | 3.6% | 4.1% | +6.9% |
| 4 | Pathstone Holdings, LLC | 984,898 | $44.4M | 0.1% | 4.1% | +23.9% |
| 5 | Quantum Financial Advisors, LLC | 831,098 | $37.5M | 3.7% | 3.5% | -1.1% |
| 6 | Francis Financial, Inc. | 767,312 | $34.6M | 5.7% | 3.2% | +1.1% |
| 7 | Abacus Wealth Partners, LLC | 605,285 | $27.3M | 2.9% | 2.5% | +3.3% |
| 8 | Five Oceans Advisors | 426,583 | $19.2M | 6.2% | 1.8% | +5.6% |
| 9 | EP Wealth Advisors, LLC | 426,228 | $19.2M | 0.1% | 1.8% | +2.4% |
| 10 | Citrine Capital LLC | 393,481 | $17.7M | 6.6% | 1.6% | +0.9% |
| 11 | Retirement Solution LLC | 349,466 | $15.8M | 3.1% | 1.5% | -0.2% |
| 12 | Savant Capital, LLC | 309,218 | $14.0M | 0.0% | 1.3% | +14.2% |
| 13 | Apella Capital, LLC | 303,754 | $13.8M | 0.2% | 1.3% | +4.8% |
| 14 | Forum Financial Management, LP | 269,201 | $12.1M | 0.2% | 1.1% | +2.1% |
| 15 | MERCER GLOBAL ADVISORS INC /ADV | 248,537 | $11.2M | 0.0% | 1% | +35.9% |
| 16 | Elser Financial Planning, Inc | 239,760 | $10.8M | 0.5% | 1% | +2.8% |
| 17 | Bank of New York Mellon Corp | 228,448 | $10.3M | 0.0% | 0.9% | +289.6% |
| 18 | Balanced Rock Investment Advisors LLC | 220,624 | $10.0M | 6.2% | 0.9% | +3.2% |
| 19 | Wealthspire Advisors, LLC | 218,754 | $9.9M | 0.1% | 0.9% | +274.7% |
| 20 | HILL ISLAND FINANCIAL LLC | 203,314 | $9.2M | 2.0% | 0.8% | +5.0% |
| 21 | Allodium Investment Consultants, LLC | 201,944 | $9.1M | 3.9% | 0.8% | +4.1% |
| 22 | Planning Center, Inc. | 185,179 | $8.4M | 0.8% | 0.8% | +1.9% |
| 23 | Focus Partners Advisor Solutions, LLC | 184,872 | $8.3M | 0.1% | 0.8% | +35.6% |
| 24 | New Capital Management LP | 179,986 | $8.1M | 1.8% | 0.7% | -0.1% |
| 25 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 156,527 | $7.1M | 0.0% | 0.7% | +3.1% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.