Explore more topics
Public ownership evidence

Dimensional International Sustainability Core 1 ETF (DFSI) Ownership Disclosures

Read DFSI insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-11-07T14:03:26.246Z

Jump to a section

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

Show the table · 0 rows, 6 columns

Scroll sideways to compare all columns. Select a heading to sort.

No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

Show the table · 50 rows, 6 columns

Scroll sideways to compare all columns. Select a heading to sort.

Corient Private Wealth LP2026-06-302026-08-28117,845$5,314,826None
MLG Wealth Management DBA Pine Grove Financial Group2025-12-312026-08-2620,473$877,162None
Rehmann Capital Advisory Group2026-06-302026-08-2113,008$586,660None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-20248,537$11,209,049None
Beacon Pointe Advisors, LLC2026-06-302026-08-19122,582$5,528,441None
Orion Capital Management LLC2026-06-302026-08-195,830$262,913None
E-Wealth Partners, LLC2026-06-302026-08-188,695$392,122None
Wealth Management Strategies, Inc.2024-12-312026-08-187,190$236,202None
Wealth Management Strategies, Inc.2025-06-302026-08-1823,355$920,404None
Wealth Management Strategies, Inc.2026-06-302026-08-1824,957$1,125,553None
Balanced Rock Investment Advisors LLC2026-06-302026-08-18220,624$9,950,142None
Corient Private Wealth LP2026-06-302026-08-18117,845$5,314,826None
Pure Financial Advisors, LLC2026-06-302026-08-18155,082$6,994,204None
Financial Plan, Inc.2026-06-302026-08-1512,925$582,918None
MARS JEWETT FINANCIAL GROUP, INC.2026-06-302026-08-154,609$207,859None
Seneschal Advisors, LLC2026-06-302026-08-15602$27,151None
Modern Wealth Management, LLC2026-06-302026-08-1548,709$2,196,776None
Mutual Advisors, LLC2026-06-302026-08-1543,124$1,944,903None
Envision Financial Planning, LLC2026-06-302026-08-159,824$443,044None
Babb Wealth Advisors LLC2026-06-302026-08-1522,710$1,024,217None
OSAIC HOLDINGS, INC.2026-06-302026-08-156,022$271,578None
OSAIC HOLDINGS, INC.2026-06-302026-08-1510,558$476,166None
OSAIC HOLDINGS, INC.2026-06-302026-08-156,299$284,084None
Betterment LLC2026-06-302026-08-15110,457$4,982,000None
JANE STREET GROUP, LLC2026-06-302026-08-1586,254$3,890,055None
FLOW TRADERS U.S. LLC2026-06-302026-08-1534,100$1,538,000None
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-158,426$380,013None
Medallion Wealth Advisors, LLC2026-06-302026-08-153,133$141,297None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15173$7,802None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15687$30,939None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15716$32,247None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15231$10,418None
CARDIFF PARK ADVISORS, LLC2026-06-302026-08-157,570$341,422None
Waverly Advisors, LLC2026-06-302026-08-1512,516$564,471None
BROWN ADVISORY INC2026-06-302026-08-15104,113$4,695,493None
Rockbridge Investment Management, LCC2026-06-302026-08-1560,831$2,743,479None
HANCOCK WHITNEY CORP2026-06-302026-08-1515,774$711,407None
Cerity Partners LLC2026-06-302026-08-1583,600$3,770,356None
Cerity Partners LLC2026-06-302026-08-15619$27,917None
Laird Norton Wetherby Trust Company, LLC2026-06-302026-08-1542,829$1,931,588None
ROYAL BANK OF CANADA2026-06-302026-08-157,638$344,000None
Larson Financial Group LLC2026-06-302026-08-152,959$133,452None
GOLDMAN SACHS GROUP INC2026-06-302026-08-156,698$302,080None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-1584,041$3,790,249None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-1514,970$675,147None
Burk Holdings LLC2026-06-302026-08-14705$31,796None
Prime Buchholz LLC2026-06-302026-08-146,814$307,311None
von Borstel & Associates, Inc.2026-06-302026-08-1427,105$1,222,000None
Pine Harbor Wealth Management, LLC2026-06-302026-08-146,306$284,401None
Pathstone Holdings, LLC2026-06-302026-08-14984,898$44,418,901None

90-day public filing window, up to 50 source positions.

Corient Private Wealth LP ↗MLG Wealth Management DBA Pine Grove Financial Group ↗Rehmann Capital Advisory Group ↗MERCER GLOBAL ADVISORS INC /ADV ↗Beacon Pointe Advisors, LLC ↗Orion Capital Management LLC ↗E-Wealth Partners, LLC ↗Wealth Management Strategies, Inc. ↗Wealth Management Strategies, Inc. ↗Wealth Management Strategies, Inc. ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

Show the table · 0 rows, 5 columns

Scroll sideways to compare all columns. Select a heading to sort.

No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.