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DFSI · Dimensional International Sustainability Core 1 ETF ETF

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$47.42 +0.06 (+0.14%) At close · Sep 4

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →
Holders: 3
Total Value: $8,048,094
Total Shares: 178,450

Institutional Ownership Trend

5 quarters

Holder Concentration

Across 3 13F filers · Δ vs Mar 31, 2026
Top Holder
66.0%
Dec 2022 → Jun 2026 · range 21.7% – 100.0%
−34.0 pts
Top 5
100.0%
Dec 2022 → Jun 2026 · range 70.1% – 100.0%
0.0 pts
Top 10
100.0%
Dec 2022 → Jun 2026 · range 89.1% – 100.0%
0.0 pts
HHI
4,995
Dec 2022 → Jun 2026 · range 1,286 – 10,000
Highly concentrated−5,005

Quarterly Activity

vs Mar 31, 2026
New
2
Increased
1
Decreased
0
Sold Out
0
Unchanged
0
Holder count: +2
Institutional value: +823.7%
Shares held: +768.4%

Top Buyers

vs Mar 31, 2026
Institution Added Now Holds Open
MLG Wealth Management DBA Pine Grove Financial Group +214 20,764

Top Sellers

vs Mar 31, 2026
No qualifying movers this quarter.

Top New Positions

vs Mar 31, 2026
Institution Acquired Value (USD) Open
Corient Private Wealth LLC 117,845 $5,314,809
Parkside Financial Bank & Trust 39,841 $1,796,829

Top Sold-Out Positions

vs Mar 31, 2026
No fully closed positions this quarter.
Filter: New 2 Increased 1 Reduced 0 Sold out 0 Unchanged 0
Showing 3 of 3
All Common Calls Puts
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Holder Value (USD) % of 13F Shares Open
Corient Private Wealth LLC DFSI $5,314,809 66.04% 117,845
Parkside Financial Bank & Trust DFSI $1,796,829 22.33% 39,841
MLG Wealth Management DBA Pine Grove Financial Group DFSI $936,456 11.64% 20,764