Who owns DFSI?
Dimensional International Sustainability Core 1 ETF · Dimensional
238 institutions reported holding DFSI, worth $774.7M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of DFSI
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Focus Partners Wealth | St Louis, MO | $55.0M | 1,218,472 | +53,576 shares |
| Maseco LLP | London, United Kingdom | $45.7M | 1,012,064 | +24,530 shares |
| AWM Capital, LLC | Phoenix, AZ | $44.9M | 995,334 | +64,141 shares |
| Pathstone Holdings, LLC | Englewood, NJ | $44.4M | 984,898 | +189,897 shares |
| Quantum Financial Advisors, LLC | Santa Monica, CA | $37.5M | 831,098 | −9,313 shares |
| Francis Financial, Inc. | New York, NY | $34.6M | 767,312 | +8,206 shares |
| Abacus Wealth Partners, LLC | Santa Monica, CA | $27.3M | 605,285 | +19,181 shares |
| Five Oceans Advisors | Santa Monica, CA | $19.2M | 426,583 | +22,617 shares |
| EP Wealth Advisors, LLC | Torrance, CA | $19.2M | 426,228 | +10,059 shares |
| Citrine Capital LLC | San Francisco, CA | $17.7M | 393,481 | +3,500 shares |
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns DFSI?
238 institutional managers reported holding DFSI in Form 13F filings for June 30, 2026, worth $774.7M in total. The largest reported position was held by Focus Partners Wealth, at $55.0M.
Did institutions buy or sell DFSI last quarter?
Reported 13F value rose 14.2% from March 31, 2026, which includes price moves as well as buying and selling. 24 firms reported a new position and 4 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is DFSI ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.