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 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent institutional filing receipts

Dimensional International Sustainability Core 1 ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
Corient Private Wealth LP
Report period
2026-06-30
Available
2026-08-28
Reported shares
117,845
Value (USD)
$5,314,826
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0001948780-26-000011
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read DFSI fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read DFSI fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

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

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

See the complete 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.

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.

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.

Aurora · AI research assistant

Try this in Aurora

Edit the request, then open it in Aurora. You choose when to send it.