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Dimensional US Sustainability Core 1 ETF (DFSU) Institutional Ownership

Dimensional US Sustainability Core 1 ETF logo
$37.01
-0.03 (-0.08%)
(As of 11/4/2024 ET)
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Institutional Ownership Changes (13F Filings) for Dimensional US Sustainability Core 1 ETF (NYSEARCA:DFSU)

Number of
Institutional Buyers
(last 12 months)
93
Total
Institutional Inflows
(last 12 months)
$175.50M
Number of
Institutional Sellers
(last 12 months)
31
Total
Institutional Outflows
(last 12 months)
$17.61M
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DFSU Institutional Buying and Selling by Quarter

Dimensional US Sustainability Core 1 ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/4/2024Addison Advisors LLC74,068$2.75M0.8%+15.2%0.265%
11/2/2024 Retirement Solution LLC5,845,593$217.52M53.0%-2.6%20.952%
11/1/2024 Rockbridge Investment Management LCC73,634$2.74M0.4%+1.7%0.264%
10/31/2024 Wealth Architects LLC130,519$4.85M0.5%+17.7%0.468%
10/31/2024 Trademark Financial Management LLC5,595$208K0.2%N/A0.020%
10/29/2024 Forum Financial Management LP397,505$14.78M0.2%+0.7%1.425%
10/29/2024 Opes Wealth Management LLC17,211$640K0.1%+4.4%0.062%
10/29/2024 Pure Financial Advisors LLC89,625$3.33M0.1%+315.0%0.321%
10/29/2024 Chicago Partners Investment Group LLC72,926$2.73M0.1%+2.4%0.261%
10/29/2024 Creative Capital Management Investments LLC19,343$719K0.3%+106.5%0.069%
10/29/2024 Farther Finance Advisors LLC35,934$1.34M0.1%+452.2%0.129%
10/28/2024 Penobscot Wealth Management36,237$1.35M0.7%+12.6%0.130%
10/28/2024 Austin Wealth Management LLC7,515$277K0.1%N/A0.027%
10/25/2024 Diversify Wealth Management LLC18,558$694K0.1%-9.1%0.067%
10/25/2024 Quarry Hill Advisors LLC171,608$6.38M4.3%+1.4%0.615%
10/25/2024 Geometric Wealth Advisors11,046$411K0.1%N/A0.040%
10/24/2024 TCI Wealth Advisors Inc.43,793$1.63M0.1%+65.0%0.157%
10/24/2024 Modera Wealth Management LLC38,499$1.43M0.0%-2.4%0.138%
10/24/2024 Wealth Enhancement Advisory Services LLC404,096$15.02M0.0%+13.2%1.448%
10/23/2024 North Ridge Wealth Advisors Inc.27,580$1.03M0.7%+98.5%0.099%
10/23/2024 Heritage Financial Services LLC310,642$11.55M1.5%-0.7%1.113%
10/23/2024 Northland Capital Management LLC134,454$5.00M2.9%+9.2%0.482%
10/23/2024 Brighton Jones LLC94,441$3.51M0.1%+2.1%0.338%
10/22/2024 RAM Investment Partners LLC98,983$3.68M1.0%+20.6%0.355%
10/22/2024 BetterWealth LLC85,433$3.18M0.9%-1.9%0.306%
10/22/2024 Private Advisor Group LLC53,521$1.99M0.0%+4.6%0.192%
10/21/2024 Trellis Wealth Advisors LLC60,643$2.26M1.1%+5.2%0.217%
10/19/2024McClarren Financial Advisors Inc.4,211$156K0.1%+12,285.3%0.015%
10/17/2024Cordant Inc.23,562$876K0.4%-12.7%0.084%
10/16/2024 Physician Wealth Advisors Inc.34,337$1.29M0.2%-1.5%0.123%
10/16/2024 Asset Dedication LLC74,124$2.76M0.2%+31.3%0.266%
10/16/2024 Acorn Creek Capital LLC7,291$271K0.1%-3.8%0.026%
10/15/2024 von Borstel & Associates Inc.15,050$559K0.3%N/A0.054%
10/11/2024 Henrickson Nauta Wealth Advisors Inc.18,545$690K0.3%+4.4%0.066%
10/10/2024 Shira Ridge Wealth Management32,819$1.22M0.6%-10.4%0.118%
10/10/2024 Shore Point Advisors LLC11,501$428K0.2%N/A0.041%
10/10/2024 Level Financial Advisors47,341$1.76M0.7%+21.2%0.170%
10/10/2024 Fiduciary Financial Group LLC35,862$1.33M0.3%+36.9%0.129%
10/9/2024 Clarius Group LLC7,374$274K0.0%N/A0.026%
10/9/2024 LifePro Asset Management86,807$3.23M2.0%+64.6%0.311%
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10/8/2024 Towneley Capital Management Inc DE7,760$289K0.1%+5.1%0.028%
10/8/2024 Cardinal Point Capital Management ULC170,810$6.35M1.1%+7.4%0.612%
10/7/2024 New Capital Management LP313,831$11.67M3.3%+0.4%1.125%
10/5/2024 ZRC Wealth Management LLC5,027$187K0.1%+71.7%0.018%
10/5/2024 Quantum Financial Advisors LLC2,231,633$82.97M13.0%+4.1%7.999%
10/3/2024 Abacus Wealth Partners LLC974,384$36.23M5.4%+6.3%3.492%
10/3/2024 Apella Capital LLC132,635$4.89M0.2%+14.0%0.475%
10/3/2024 Meritas Wealth Management LLC13,175$490K0.3%+89.3%0.047%
8/30/2024 Strategic Investment Solutions Inc. IL182,692$6.56M2.1%N/A0.655%
8/16/2024NewEdge Advisors LLC53,342$1.86M0.0%-2.2%0.191%
8/14/2024RW Investment Management LLC53,249$1.86M0.3%+1.1%0.191%
8/13/2024Merriman Wealth Management LLC1,006,579$35.09M1.5%-0.3%3.608%
8/12/2024 Brighton Jones LLC92,456$3.22M0.1%+7.5%0.331%
8/8/2024Grand Wealth Management LLC2,205$77K0.0%-86.4%0.008%
8/7/2024Morling Financial Advisors LLC30,202$1.05M0.5%+3.4%0.108%
8/6/2024Caprock Group LLC16,500$575K0.0%N/A0.059%
8/6/2024 Asset Dedication LLC56,461$1.97M0.1%+10.7%0.202%
8/6/2024Monument Group Wealth Advisors LLC27,705$966K0.6%+2.2%0.099%
8/6/2024Savant Capital LLC14,152$493K0.0%+48.9%0.051%
8/5/2024 Private Advisor Group LLC51,182$1.78M0.0%+17.0%0.183%
8/5/2024 Quarry Hill Advisors LLC169,291$5.90M3.9%+17.8%0.607%
8/5/2024Addison Advisors LLC64,288$2.24M0.7%+12.4%0.230%
8/5/2024Truepoint Inc.52,924$1.85M0.1%+25.7%0.190%
8/2/2024Schwarz Dygos Wheeler Investment Advisors LLC24,280$846K0.2%-3.2%0.087%
7/31/2024 Henrickson Nauta Wealth Advisors Inc.17,762$619K0.3%+2.5%0.064%
7/31/2024 Bellevue Asset Management LLC3,277$114K0.1%N/A0.012%
7/31/2024Commonwealth Equity Services LLC67,673$2.36M0.0%+9.0%0.243%
7/30/2024 Foster Group Inc.13,338$465K0.0%N/A0.048%
7/30/2024 North Ridge Wealth Advisors Inc.13,893$484K0.4%-2.4%0.050%
7/30/2024DiNuzzo Private Wealth Inc.55,304$1.93M0.3%-4.8%0.198%
7/30/2024Adero Partners LLC500,611$17.45M1.3%+11.7%1.794%
7/30/2024 Forum Financial Management LP394,574$13.76M0.2%+4.8%1.414%
7/30/2024 Penobscot Wealth Management32,168$1.13M0.7%N/A0.115%
7/30/2024 RAM Investment Partners LLC82,095$2.86M0.8%+17.7%0.294%
7/29/2024 Modera Wealth Management LLC39,459$1.38M0.0%-6.1%0.141%
7/26/2024Financial Connections Group Inc.12,085$421K0.2%-35.6%0.043%
7/26/2024Cordant Inc.26,995$941K0.5%-5.2%0.097%
7/25/2024 Retirement Solution LLC5,999,862$209.16M56.2%-1.7%21.505%
7/25/2024 Tanager Wealth Management LLP21,094$735K0.1%+12.4%0.076%
7/25/2024 Laurel Wealth Planning LLC7,247$253K0.2%-18.8%0.026%
7/25/2024Waypoint Wealth Partners Inc.120,776$4.21M1.2%+123.3%0.433%
7/24/2024 Flagstone Financial Management14,238$496K0.2%+119.2%0.051%
7/24/2024 Meritas Wealth Management LLC6,959$243K0.2%-7.4%0.025%
7/23/2024 Level Financial Advisors39,064$1.36M0.6%-2.1%0.140%
7/23/2024 Heritage Financial Services LLC312,681$10.90M1.6%-0.5%1.121%
7/23/2024Elser Financial Planning Inc212,323$7.40M1.1%N/A0.761%
7/19/2024 BetterWealth LLC87,050$3.04M1.0%-5.0%0.312%
7/19/2024 Signature Resources Capital Management LLC1,102$38K0.0%+146.5%0.004%
7/18/2024 Pure Financial Advisors LLC21,597$753K0.0%N/A0.077%
7/18/2024 Fiduciary Financial Group LLC26,198$956K0.2%N/A0.094%
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7/17/2024 Physician Wealth Advisors Inc.34,855$1.27M0.2%-1.0%0.125%
7/16/2024 SJS Investment Consulting Inc.150,927$5.26M1.0%+74.2%0.541%
7/16/2024 Wealth Enhancement Advisory Services LLC357,042$12.45M0.0%+5.2%1.280%
7/15/2024 Quantum Financial Advisors LLC2,142,767$74.70M12.1%+6.4%7.680%
7/15/2024 Gibson Capital LLC401,323$13.99M3.1%-4.3%1.438%
7/12/2024 Cardinal Point Capital Management ULC159,010$5.54M1.0%+550.6%0.570%
7/12/2024 Shira Ridge Wealth Management36,611$1.28M0.7%+2.8%0.131%
7/11/2024Carlson Capital Management33,264$1.16M0.1%+1.3%0.119%
7/11/2024 New Capital Management LP312,657$10.90M3.3%+0.7%1.121%
7/11/2024 Abacus Wealth Partners LLC916,245$31.94M5.3%+2.1%3.284%
(Data available from 1/1/2016 forward)

DFSU Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of DFSU shares?

During the previous two years, 123 institutional investors and hedge funds held shares of Dimensional US Sustainability Core 1 ETF. The most heavily invested institutionals were Dimensional Fund Advisors LP ($4.99B), Retirement Solution LLC ($217.52M), Retirement Solution Inc. ($210.11M), AE Wealth Management LLC ($169.89M), Quantum Financial Advisors LLC ($82.97M), AWM Capital LLC ($65.40M), and Abacus Wealth Partners LLC ($36.23M).Learn more on DFSU's institutional investors.

Which institutional investors have been buying Dimensional US Sustainability Core 1 ETF stock?

Of the 118 institutional investors that purchased Dimensional US Sustainability Core 1 ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Retirement Solution Inc. ($6.18M), AE Wealth Management LLC ($6.12M), Modera Wealth Management LLC ($2.50M), Quantum Financial Advisors LLC ($2.23M), AWM Capital LLC ($1.78M), Abacus Wealth Partners LLC ($974.38K), and Merriman Wealth Management LLC ($927.06K).

How much institutional buying is happening at Dimensional US Sustainability Core 1 ETF?

Institutional investors have bought a total of 27,491,207 shares in the last 24 months. This purchase volume represents approximately $768.94M in transactions.

Which Dimensional US Sustainability Core 1 ETF major shareholders have been selling company stock?

Of the 35 institutional investors that sold Dimensional US Sustainability Core 1 ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Retirement Solution LLC ($260.59K), Retirement Solution Inc. ($68.86K), Trellis Wealth Advisors LLC ($49.14K), Gibson Capital LLC ($18.10K), Financial Connections Group Inc. ($16.00K), AdvisorNet Financial Inc ($15.94K), and Grand Wealth Management LLC ($14.01K).

How much institutional selling is happening at Dimensional US Sustainability Core 1 ETF?

Institutional investors have sold a total of 531,729 shares in the last 24 months. This volume of shares sold represents approximately $18.43M in transactions.


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This page (NYSEARCA:DFSU) was last updated on 11/5/2024 by MarketBeat.com Staff
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