Strategic Investment Solutions, Inc. /IL DFSU — DIMENSIONAL US SUS CORE 1 ETF

Ownership history in Strategic Investment Solutions, Inc. /IL  ·  13 quarters on record

AI Ownership Summary

Strategic Investment Solutions, Inc. /IL reported DIMENSIONAL US SUS CORE 1 ETF (DFSU) in 13 quarterly 13F filings from 2024 Q2 through 2026 Q2. Peak portfolio weight reached 2.12% in 2024 Q2. The latest visible filing shows DFSU at 0.49% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this DFSU ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Strategic Investment Solutions, Inc. /IL's position in DIMENSIONAL US SUS CORE 1 ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

DFSU was reported at 0.49% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.12% in 2024 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

DFSU stock page Strategic Investment Solutions, Inc. /IL fund profile Strategic Investment Solutions, Inc. /IL full holdings
How Strategic Investment Solutions, Inc. /IL held DFSU — position size vs. price
% of Fund (quarterly)    DFSU price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 45,900 -334 -0.7% 0.49% $2.1M 2026-07-08 $46.77
2026 Q1 REDUCED 14.3% +13.1% ❌ 46,234 -7,719 -14.3% 0.46% $1.9M 2026-05-01 $44.89
2025 Q4 REDUCED 22.8% -5.2% ✅ 53,953 -15,924 -22.8% 0.56% $2.3M 2026-02-27 $43.47
2025 Q3 REDUCED 27.4% +3.4% ❌ 69,877 -26,314 -27.4% 0.78% $3.0M 2025-12-03 $43.20
2025 Q2 REDUCED 41.4% +8.1% ❌ 96,191 -68,011 -41.4% 1.14% $3.8M 2025-07-16 $39.32
2025 Q1 REDUCED 5.8% +9.9% ❌ 164,202 -10,144 -5.8% 1.71% $5.9M 2025-05-09 $35.65
2024 Q4 REDUCED — — — 174,346 -8,155 -4.5% 1.90% $5.7M 2025-02-13 $39.02
2024 Q3 REDUCED — — — 182,501 -191 -0.1% 2.03% $6.8M 2024-10-23 $36.76
2024 Q2 REDUCED — — — 182,692 -3,417 -1.8% 2.12% $6.6M 2024-08-30 $35.90
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding DFSU

As of 2026 Q2 — sorted by position size

Citrine Capital LLC 27.08% Quantum Financial Advisors, LLC 3Y 10.98% Five Oceans Advisors 3Y 7.34% Abacus Wealth Partners, LLC 3Y 6.37% Allodium Investment Consultants, LLC 2.82% New Capital Management LP 3Y 7Y 2.63% Sensenig Capital Advisors, Inc 2.51% Northland Capital Management LLC 3Y 2.34% ELEVATION WEALTH PARTNERS, LLC 2.0% Longview Financial Advisors LLC 1.64%

FAQ About Strategic Investment Solutions, Inc. /IL and DFSU

These are the practical questions this page is built to answer before you even open the full history table.

How long has Strategic Investment Solutions, Inc. /IL reported owning DFSU?

Strategic Investment Solutions, Inc. /IL reported DFSU across 9 quarterly 13F filings, from 2024 Q2 through 2026 Q2.

What was the largest reported DFSU position in Strategic Investment Solutions, Inc. /IL's portfolio?

The largest reported portfolio weight for DFSU was 2.12% in 2024 Q2.

What is the latest reported DFSU position on this page?

The most recent filing on this page is 2026 Q2, when Strategic Investment Solutions, Inc. /IL reported 45,900 shares, equal to 0.49% of portfolio, with an estimated market value of $2.1M.

What does the chart on this DFSU ownership page compare?

The chart compares Strategic Investment Solutions, Inc. /IL's quarterly DFSU portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Strategic Investment Solutions, Inc. /IL time their DFSU position?

Based on 13F filing dates vs. subsequent DFSU price moves, Strategic Investment Solutions, Inc. /IL correctly timed 4 out of 12 reported position changes (33%). The annualised alpha on DFSU relative to SPY over the holding period was -1.0%.

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