Evid Invest
Who owns DFSIWhat DFSI owns — n/a

Who owns Dimensional International Sustainability Core 1 ETF?

Institutional ownership of DFSI from SEC Form 13F filings across 98 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.

98

13F holders

$293.7M

value, 2026 filers

27.6%

of shares outstanding (6.6M sh)

11

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

#ManagerSharesValue% of fund% of co.Δ shares QoQ
1Focus Partners Wealth1.2M$55.0M0.1%5.1%+4.6%
2Pathstone Holdings, LLC984,898$44.4M0.1%4.1%+23.9%
3EP Wealth Advisors, LLC426,228$19.2M0.1%1.8%+2.4%
4Savant Capital, LLC309,218$14.0M0.0%1.3%+14.2%
5Apella Capital, LLC303,754$13.8M0.2%1.3%+4.8%
6Bank of New York Mellon Corp228,448$10.3M0.0%0.9%+289.6%
7Wealthspire Advisors, LLC218,754$9.9M0.1%0.9%+274.7%
8MERCER GLOBAL ADVISORS INC /ADV215,983$9.7M0.0%0.9%+18.1%
9Focus Partners Advisor Solutions, LLC184,872$8.3M0.1%0.8%+35.6%
10WEALTH ENHANCEMENT ADVISORY SERVICES, LLC156,527$7.1M0.0%0.7%+3.1%
11Wealth Architects, LLC153,263$6.9M0.5%0.6%+0.9%
12RAM Investment Partners, LLC141,673$6.4M1.0%0.6%+13.2%
13OneDigital Investment Advisors LLC120,549$5.4M0.0%0.5%+7.9%
14Corient Private Wealth LP117,845$5.3M0.0%0.5%-7.2%
15Perigon Wealth Management, LLC111,569$5.0M0.1%0.5%+0.1%
16Betterment LLC110,457$4,9820.0%0.5%-3.8%
17BROWN ADVISORY INC104,113$4.7M0.0%0.4%+6.5%
18RAYMOND JAMES FINANCIAL INC99,011$4.5M0.0%0.4%-5.0%
19BRIGHTON JONES LLCNEW97,777$4.4M0.1%0.4%new
20JANE STREET GROUP, LLC86,254$3.9M0.0%0.4%-68.7%
21Cerity Partners LLC84,219$3.8M0.0%0.3%+93.6%
22Simplicity Wealth,LLC82,737$3.7M0.1%0.3%+8.8%
23Asset Dedication, LLC80,540$3.6M0.2%0.3%-13.2%
24Sequoia Financial Advisors, LLC78,288$3.5M0.0%0.3%-7.6%
25LPL Financial LLC51,216$2.3M0.0%0.2%+17.5%

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.

EvidInvest is an independent research and information tool. Figures are calculated from public SEC filings and third-party market data and are provided for informational and educational purposes only. EvidInvest does not provide investment advice, brokerage, or financial services, and is not affiliated with any company it covers. Verify all figures against primary sources before making any decision.