DFSI Institutional Ownership
Dimensional International Sustainability Core 1 ETF
1W: -1.8%
1M: -3.5%
3M: -1.9%
YTD: +4.6%
1Y: +10.1%
3Y: +66.7%
$45.14
+0.46 (+1.03%)
Weekly Expected Move ±1.9%
$43
$44
$45
$46
$47
Overview
Chart
Holdings
Changes
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Analysis
Peers
Institutions
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Short Interest
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Institutional Ownership — DFSI
245
Institutional Holders
+8 vs prior quarter
0.0%
Ownership
+0.00pp
773M
Total Invested
21
New Positions
137
Increased
64
Reduced
4
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (258 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Focus Partners Wealth | 1,218,472 | $55M | +53,576 | +4.6% | 8Q | SEC ↗ |
| 2 | MASECO LLP | 1,012,064 | $46M | +24,530 | +2.5% | 5Q | SEC ↗ |
| 3 | AWM CAPITAL, LLC | 995,334 | $45M | +64,141 | +6.9% | 15Q | SEC ↗ |
| 4 | Pathstone Holdings, LLC | 984,898 | $44M | +189,897 | +23.9% | 11Q | SEC ↗ |
| 5 | Quantum Financial Advisors, LLC | 831,098 | $38M | -9,313 | -1.1% | 14Q | SEC ↗ |
| 6 | Francis Financial, Inc. | 767,312 | $35M | +8,206 | +1.1% | 15Q | SEC ↗ |
| 7 | Abacus Wealth Partners, LLC | 605,285 | $27M | +19,181 | +3.3% | 15Q | SEC ↗ |
| 8 | Five Oceans Advisors | 426,583 | $19M | +22,617 | +5.6% | 15Q | SEC ↗ |
| 9 | EP Wealth Advisors, LLC | 426,228 | $19M | +10,059 | +2.4% | 3Q | SEC ↗ |
| 10 | Citrine Capital LLC | 393,481 | $18M | +3,500 | +0.9% | 7Q | SEC ↗ |
| 11 | Retirement Solution LLC | 349,466 | $16M | -566 | -0.2% | 14Q | SEC ↗ |
| 12 | Savant Capital, LLC | 309,218 | $14M | +38,428 | +14.2% | 12Q | SEC ↗ |
| 13 | Apella Capital, LLC | 303,754 | $14M | +13,843 | +4.8% | 12Q | SEC ↗ |
| 14 | Forum Financial Management, LP | 269,201 | $12M | +5,419 | +2.1% | 15Q | SEC ↗ |
| 15 | MERCER GLOBAL ADVISORS INC /ADV | 248,537 | $11M | +65,653 | +35.9% | 6Q | SEC ↗ |
| 16 | Elser Financial Planning, Inc | 239,760 | $11M | +6,601 | +2.8% | 2Q | SEC ↗ |
| 17 | Bank of New York Mellon Corp | 228,448 | $10M | +169,818 | +289.6% | 2Q | SEC ↗ |
| 18 | Balanced Rock Investment Advisors LLC | 220,624 | $10M | +6,939 | +3.2% | 7Q | SEC ↗ |
| 19 | Wealthspire Advisors, LLC | 218,754 | $10M | +160,368 | +274.7% | 8Q | SEC ↗ |
| 20 | HILL ISLAND FINANCIAL LLC | 203,314 | $9M | +9,705 | +5.0% | 5Q | SEC ↗ |
| 21 | Allodium Investment Consultants, LLC | 201,944 | $9M | +7,912 | +4.1% | 7Q | SEC ↗ |
| 22 | Planning Center, Inc. | 185,179 | $8M | +3,388 | +1.9% | 15Q | SEC ↗ |
| 23 | Focus Partners Advisor Solutions, LLC | 184,872 | $8M | +48,536 | +35.6% | 14Q | SEC ↗ |
| 24 | New Capital Management LP | 179,986 | $8M | -159 | -0.1% | 12Q | SEC ↗ |
| 25 | WEALTH ENHANCEMENT ADVISORY SERVICES, | 156,527 | $7M | +4,671 | +3.1% | 12Q | SEC ↗ |
| 26 | Pure Financial Advisors, LLC | 155,082 | $7M | -576 | -0.4% | 9Q | SEC ↗ |
| 27 | Wealth Architects, LLC | 153,263 | $7M | +1,316 | +0.9% | 13Q | SEC ↗ |
| 28 | RAM Investment Partners, LLC | 141,673 | $6M | +16,550 | +13.2% | 15Q | SEC ↗ |
| 29 | QUARRY HILL ADVISORS, LLC | 130,867 | $6M | +10,644 | +8.9% | 14Q | SEC ↗ |
| 30 | Greenspring Advisors, LLC | 122,708 | $6M | -90,256 | -42.4% | 4Q | SEC ↗ |
| 31 | Beacon Pointe Advisors, LLC | 122,582 | $6M | -9,201 | -7.0% | 10Q | SEC ↗ |
| 32 | OneDigital Investment Advisors LLC | 120,549 | $5M | +8,842 | +7.9% | 11Q | SEC ↗ |
| 33 | Corient Private Wealth LP | 117,845 | $5M | -9,183 | -7.2% | 15Q | SEC ↗ |
| 34 | Perigon Wealth Management, LLC | 111,569 | $5M | +151 | +0.1% | 11Q | SEC ↗ |
| 35 | Triune Financial Partners, LLC | 111,174 | $5M | +888 | +0.8% | 5Q | SEC ↗ |
| 36 | Betterment LLC | 110,457 | $5M | -4,396 | -3.8% | 9Q | SEC ↗ |
| 37 | TCI Wealth Advisors, Inc. | 110,345 | $5M | +2,190 | +2.0% | 15Q | SEC ↗ |
| 38 | Laurel Wealth Planning LLC | 107,963 | $5M | +13,069 | +13.8% | 2Q | SEC ↗ |
| 39 | BROWN ADVISORY INC | 104,113 | $5M | +6,310 | +6.5% | 5Q | SEC ↗ |
| 40 | Donalies Financial Planning, LLC | 100,617 | $5M | -1,372 | -1.3% | 3Q | SEC ↗ |
| 41 | RAYMOND JAMES FINANCIAL INC | 99,011 | $4M | -5,191 | -5.0% | 6Q | SEC ↗ |
| 42 | Angeles Investment Advisors, LLC | 97,979 | $4M | -12,028 | -10.9% | 4Q | SEC ↗ |
| 43 | BRIGHTON JONES LLC | 97,777 | $4M | +10,137 | +11.6% | 2Q | SEC ↗ |
| 44 | Garde Capital, Inc. | 94,113 | $4M | +859 | +0.9% | 10Q | SEC ↗ |
| 45 | Aspen Capital Management, LLC | 92,563 | $4M | +973 | +1.1% | 6Q | SEC ↗ |
| 46 | Equita Financial Network, Inc. | 88,291 | $4M | +22,472 | +34.1% | 8Q | SEC ↗ |
| 47 | JANE STREET GROUP, LLC | 86,254 | $4M | -189,023 | -68.7% | 15Q | SEC ↗ |
| 48 | RW Investment Management LLC | 85,972 | $4M | +936 | +1.1% | 2Q | SEC ↗ |
| 49 | Cerity Partners LLC | 84,219 | $4M | +40,720 | +93.6% | 5Q | SEC ↗ |
| 50 | Simplicity Wealth,LLC | 82,737 | $4M | +6,681 | +8.8% | 4Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Clarity Wealth Development LLC | 74,188 | $3M |
| BEACON HILL WEALTH MANAGEMENT LTD. | 67,915 | $3M |
| Mutual Advisors, LLC | 43,124 | $2M |
| Laird Norton Wetherby Trust Company | 42,829 | $2M |
| SOL Capital Management CO | 32,245 | $1M |
| SAX WEALTH ADVISORS, LLC | 10,929 | $493K |
| Squire Investment Management Compan | 9,937 | $449K |
| McClarren Financial Advisors, Inc. | 8,695 | $392K |
| Winter & Associates, Inc. | 7,860 | $355K |
| EXENCIAL WEALTH ADVISORS, LLC | 6,806 | $307K |
| Tillman Hartley LLC | 6,732 | $304K |
| GOLDMAN SACHS GROUP INC | 6,698 | $302K |
| Bluespring Wealth Management, LLC | 6,495 | $293K |
| VISTA CAPITAL PARTNERS, INC. | 5,704 | $257K |
| BIP Wealth, LLC | 5,059 | $228K |
| CUTLER INVESTMENT COUNSEL LLC | 4,848 | $219K |
| MARS JEWETT FINANCIAL GROUP, INC. | 4,609 | $208K |
| Larry Mathis Financial Planning, LL | 4,439 | $200K |
| KAYNE ANDERSON RUDNICK INVESTMENT M | 2,823 | $127K |
| Seneschal Advisors, LLC | 602 | $27K |
Sold Out (10)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Thrivent Financial for Lutherans | 147,974 | $7M |
| CITADEL ADVISORS LLC | 131,333 | $6M |
| Broadhurst Jeffrey B | 52,794 | $2M |
| ProCore Advisors, LLC | 39,786 | $2M |
| Ocean Park Asset Management, LLC | 10,975 | $495K |
| Caprock Group, LLC | 10,341 | $467K |
| Frank, Rimerman Advisors LLC | 8,316 | $375K |
| RED LIGHTHOUSE INVESTMENT MANAGEMEN | 3,444 | $155K |
| CURIO WEALTH, LLC | 2,806 | $127K |
| BANK OF AMERICA CORP /DE | 522 | $24K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Pathstone Holdings, LLC | +189,897 | +23.9% | 984,898 |
| Bank of New York Mellon Corp | +169,818 | +289.6% | 228,448 |
| Wealthspire Advisors, LLC | +160,368 | +274.7% | 218,754 |
| MERCER GLOBAL ADVISORS INC /ADV | +65,653 | +35.9% | 248,537 |
| AWM CAPITAL, LLC | +64,141 | +6.9% | 995,334 |
| Focus Partners Wealth | +53,576 | +4.6% | 1,218,472 |
| Focus Partners Advisor Solutions, L | +48,536 | +35.6% | 184,872 |
| MISSION WEALTH MANAGEMENT, LP | +44,102 | +734.1% | 50,110 |
| Cerity Partners LLC | +40,720 | +93.6% | 84,219 |
| Savant Capital, LLC | +38,428 | +14.2% | 309,218 |
| MASECO LLP | +24,530 | +2.5% | 1,012,064 |
| Five Oceans Advisors | +22,617 | +5.6% | 426,583 |
| Equita Financial Network, Inc. | +22,472 | +34.1% | 88,291 |
| Modern Wealth Management, LLC | +20,309 | +71.5% | 48,709 |
| Composition Wealth, LLC | +19,341 | +122.5% | 35,133 |
| Abacus Wealth Partners, LLC | +19,181 | +3.3% | 605,285 |
| Vise Technologies, Inc. | +18,621 | +96.3% | 37,957 |
| XY Planning Network, Inc. | +18,397 | +137.3% | 31,798 |
| RAM Investment Partners, LLC | +16,550 | +13.2% | 141,673 |
| Apella Capital, LLC | +13,843 | +4.8% | 303,754 |