Who Owns DFA INTL SUS CORE 1 ETF (DFSI)? -- Institutional Holders (2026-06-30)

242 institutions reported holding $777.8M of DFA INTL SUS CORE 1 ETF (DFSI) in SEC 13F filings for 2026-06-30. Largest institutional holders: Focus Partners Wealth ($55.0M), MASECO LLP ($45.7M), AWM CAPITAL, LLC ($44.9M), Pathstone Holdings, LLC ($44.4M), Quantum Financial Advisors, LLC ($37.5M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1Focus Partners Wealth$55.0M1.2MAdded
2MASECO LLP$45.7M1.0MAdded
3AWM CAPITAL, LLC$44.9M995,334Added
4Pathstone Holdings, LLC$44.4M984,898Added
5Quantum Financial Advisors, LLC$37.5M831,098Trimmed
6Francis Financial, Inc.$34.6M767,312Added
7Abacus Wealth Partners, LLC$27.3M605,285Added
8Five Oceans Advisors$19.2M426,583Added
9EP Wealth Advisors, LLC$19.2M426,228Added
10Citrine Capital LLC$17.7M393,481Added
11Retirement Solution LLC$15.8M349,466Trimmed
12Savant Capital, LLC$14.0M309,218Added
13Apella Capital, LLC$13.8M303,754Added
14Forum Financial Management, LP$12.1M269,201Added
15MERCER GLOBAL ADVISORS INC /ADV$11.2M248,537Added
16Elser Financial Planning, Inc$10.8M239,760Added
17Bank of New York Mellon Corp$10.3M228,448Added
18Balanced Rock Investment Advisors LLC$10.0M220,624Added
19Wealthspire Advisors, LLC$9.9M218,754Added
20HILL ISLAND FINANCIAL LLC$9.2M203,314Added
21Allodium Investment Consultants, LLC$9.1M201,944Added
22Planning Center, Inc.$8.4M185,179Added
23Focus Partners Advisor Solutions, LLC$8.3M184,872Added
24New Capital Management LP$8.1M179,986Trimmed
25WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$7.1M156,527Added

Source: SEC Form 13F filings · as of 2026-06-30