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Dimensional US Sustainability Core 1 ETF (DFSU) Institutional Ownership

Dimensional US Sustainability Core 1 ETF logo
$33.45 -0.85 (-2.48%)
As of 01:58 PM Eastern
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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)
134
Total
Institutional Inflows
(last 12 months)
$227.93M
Number of
Institutional Sellers
(last 12 months)
55
Total
Institutional Outflows
(last 12 months)
$30.73M
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DFSU Institutional Buying and Selling by Quarter

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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
4/15/2025 Gibson Capital LLC390,767$13.99M2.9%-2.6%1.087%
4/15/2025SJS Investment Consulting Inc.190,766$6.83M1.2%+8.2%0.531%
4/15/2025Shira Ridge Wealth Management31,383$1.12M0.6%-3.1%0.087%
4/15/2025Fiduciary Financial Group LLC22,826$765K0.2%-46.7%0.063%
4/15/2025Simplicity Wealth LLC83,566$2.99M0.2%N/A0.232%
4/15/2025Wealthcare Advisory Partners LLC9,529$341K0.0%N/A0.027%
4/14/2025 Henrickson Nauta Wealth Advisors Inc.31,901$1.07M0.4%+110.7%0.089%
4/14/2025 Farther Finance Advisors LLC32,885$1.18M0.0%-16.5%0.091%
4/11/2025 First Affirmative Financial Network15,442$553K0.3%N/A0.043%
4/10/2025 McGrath & Associates Inc.12,330$442K0.8%+75.0%0.034%
4/10/2025 Apella Capital LLC198,694$6.90M0.2%+35.4%0.553%
4/10/2025 Level Financial Advisors57,995$2.08M0.7%-0.8%0.161%
4/9/2025 Quantum Financial Advisors LLC2,280,462$81.66M12.2%+0.4%6.343%
4/7/2025 AdvisorNet Financial Inc19,696$705K0.1%+32.3%0.055%
3/17/2025Wealth Enhancement Advisory Services LLC416,575$15.79M0.0%+3.1%1.172%
2/27/2025XY Planning Network Inc.8,192$310K0.2%N/A0.029%
2/21/2025Vermillion Wealth Management Inc.30,199$1.15M0.6%N/A0.108%
2/20/2025Wealth Management Strategies Inc.37,012$1.40M1.1%N/A0.133%
2/18/2025Orion Capital Management LLC23,401$887K0.4%-1.7%0.084%
2/18/2025Focus Partners Advisor Solutions LLC353,259$13.39M0.2%+1.4%1.266%
2/17/2025True Wealth Design LLC2,907$110K0.0%-21.8%0.010%
2/17/2025Pathstone Holdings LLC350,633$13.49M0.1%+30.3%1.257%
2/17/2025LRI Investments LLC3,419$130K0.0%+12.4%0.012%
2/17/2025Focus Partners Wealth231,629$8.78M0.0%-0.3%0.830%
2/17/2025Cahill Financial Advisors Inc.28,940$1.10M0.1%-15.2%0.104%
2/17/2025Citadel Advisors LLC24,297$921K0.0%-42.4%0.087%
2/14/2025Jane Street Group LLC24,273$920K0.0%-47.9%0.087%
2/14/2025Rehmann Capital Advisory Group23,560$893K0.1%+13.5%0.084%
2/14/2025Betterment LLC83,322$3.16M0.0%+76.3%0.299%
2/14/2025Susquehanna International Group LLP72,841$2.76M0.0%+214.9%0.261%
2/14/2025Stifel Financial Corp20,879$791K0.0%+8.2%0.075%
2/14/2025OneDigital Investment Advisors LLC184,766$7.00M0.1%-1.0%0.662%
2/14/2025WPWealth LLP20,475$776K0.2%+7.5%0.073%
2/14/2025Forum Financial Management LP398,648$15.11M0.2%+0.3%1.429%
2/14/2025Bridge Generations Wealth Management LLC17,166$651K0.4%N/A0.062%
2/14/2025Balanced Rock Investment Advisors LLC18,224$691K0.5%N/A0.065%
2/13/2025Strategic Investment Solutions Inc. IL178,385$6.76M2.2%-2.3%0.639%
2/13/2025NewEdge Advisors LLC76,533$2.90M0.0%+38.7%0.274%
2/13/2025Envision Financial Planning LLC11,136$422K0.2%+2.5%0.040%
2/13/2025Townsquare Capital LLC5,493$208K0.0%N/A0.020%
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2/13/2025Rockefeller Capital Management L.P.13,986$530K0.0%N/A0.050%
2/13/2025Envestnet Asset Management Inc.13,112$497K0.0%+34.9%0.047%
2/12/2025Martin Worley Group51,620$1.96M1.2%N/A0.185%
2/12/2025Grand Wealth Management LLC4,017$152K0.1%+51.8%0.014%
2/12/2025OLD Mission Capital LLC8,201$311K0.0%N/A0.029%
2/12/2025Physician Wealth Advisors Inc.33,657$1.28M0.2%-2.0%0.121%
2/12/2025Michael A. Dubis Financial Planning LLC7,253$275K0.3%N/A0.026%
2/12/2025Rockbridge Investment Management LCC77,381$2.93M0.4%+5.1%0.277%
2/12/2025JPMorgan Chase & Co.6,366$241K0.0%-7.9%0.023%
2/12/2025Foundation Wealth Management LLC PA59,324$2.25M1.1%N/A0.213%
2/12/2025Momentous Wealth Management Inc.145,345$5.51M4.6%N/A0.521%
2/11/2025LPL Financial LLC54,273$2.06M0.0%+27.3%0.195%
2/11/2025von Borstel & Associates Inc.24,151$915K0.4%+60.5%0.087%
2/10/2025Carlson Capital Management75,409$2.86M0.1%+27.0%0.270%
2/10/2025Wealth Architects LLC135,104$5.12M0.6%+3.5%0.484%
2/10/2025Curio Wealth LLC4,944$187K0.1%N/A0.018%
2/10/2025United Wealth Management LLC50,497$1.91M0.6%N/A0.181%
2/10/2025Corient Private Wealth LLC192,474$7.30M0.0%-5.0%0.690%
2/10/2025Commonwealth Equity Services LLC76,266$2.89M0.0%+6.8%0.273%
2/10/2025Penobscot Wealth Management33,277$1.26M0.6%-8.2%0.119%
2/10/2025 Farther Finance Advisors LLC39,393$1.49M0.1%+9.6%0.141%
2/10/2025Parkworth Wealth Management Inc.2,195$83K0.1%N/A0.008%
2/7/2025HighTower Advisors LLC8,796$333K0.0%+27.6%0.032%
2/7/2025Warburton Capital Management LLC8,597$325K0.2%N/A0.031%
2/7/2025Geometric Wealth Advisors10,093$383K0.1%-8.6%0.036%
2/7/2025Morling Financial Advisors LLC28,574$1.08M0.4%+8.8%0.102%
2/7/2025Schwarz Dygos Wheeler Investment Advisors LLC27,731$1.05M0.3%-2.4%0.099%
2/7/2025Retirement Solution LLC5,665,965$214.74M56.2%-3.1%20.308%
2/7/2025 Rialto Wealth Management LLC1,920$73K0.0%N/A0.007%
2/7/2025Babb Wealth Advisors LLC60,841$2.31M1.9%N/A0.218%
2/6/2025Wolfstich Capital LLC277,702$10.53M9.3%N/A0.995%
2/6/2025Modera Wealth Management LLC38,862$1.47M0.0%+0.9%0.139%
2/5/2025Glassman Wealth Services5,440$206K0.0%+24.9%0.019%
2/5/2025 McGrath & Associates Inc.7,044$267K0.5%N/A0.025%
2/5/2025AWM Capital LLC2,937,456$111.33M13.6%+6.7%10.529%
2/5/2025Nwam LLC210,081$7.96M0.5%+11.1%0.753%
2/4/2025Addison Advisors LLC77,903$2.95M0.8%+5.2%0.279%
2/4/2025IFP Advisors Inc1,965$74K0.0%+25.6%0.007%
2/4/2025Delap Wealth Advisory LLC46,232$1.75M1.0%+32.7%0.166%
2/4/2025Allodium Investment Consultants LLC94,503$3.58M3.0%N/A0.339%
2/4/2025MB Generational Wealth LLC85,986$3.26M2.4%-2.0%0.308%
2/4/2025Wealthspire Advisors LLC30,618$1.16M0.0%-50.0%0.110%
2/3/2025Trellis Wealth Advisors LLC55,993$2.12M1.1%-7.7%0.201%
2/3/2025Compass Capital Corp MA ADV76,674$2.91M1.1%N/A0.275%
2/3/2025RW Investment Management LLC51,342$1.95M0.2%-4.3%0.184%
2/3/2025SNS Financial Group LLC5,411$205K0.0%N/A0.019%
2/3/2025Private Advisor Group LLC41,577$1.58M0.0%-22.3%0.149%
1/31/2025Joel Adams & Associates Inc.22,791$864K0.8%N/A0.082%
1/31/2025Creative Capital Management Investments LLC18,218$690K0.3%-5.8%0.065%
1/31/2025D.A. Davidson & CO.20,993$796K0.0%+3.9%0.075%
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1/30/2025Waypoint Wealth Partners Inc.126,132$4.78M1.3%+1.3%0.452%
1/30/2025Allworth Financial LP5,436$214K0.0%+88.5%0.019%
1/30/2025Root Financial Partners LLC15,585$591K0.1%N/A0.056%
1/29/2025Morris Financial Concepts Inc.10,636$403K0.2%+2,290.1%0.038%
1/29/2025McClarren Financial Advisors Inc.4,584$174K0.5%+8.9%0.016%
1/29/2025Wealth Advisors Northwest LLC32,527$1.23M0.8%N/A0.117%
1/29/2025Elser Financial Planning Inc221,004$8.38M0.5%N/A0.792%
1/29/2025Savant Capital LLC37,579$1.42M0.0%+144.8%0.135%
1/28/2025RAM Investment Partners LLC102,883$3.90M1.0%+3.9%0.369%
1/28/2025Quarry Hill Advisors LLC166,178$6.30M4.2%-3.2%0.596%
(Data available from 1/1/2016 forward)

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DFSU Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of DFSU shares?

During the previous two years, 178 institutional investors and hedge funds held shares of Dimensional US Sustainability Core 1 ETF. The most heavily invested institutionals were Retirement Solution LLC ($214.74M), Retirement Solution Inc. ($210.11M), AE Wealth Management LLC ($169.89M), AWM Capital LLC ($111.33M), Quantum Financial Advisors LLC ($81.66M), Abacus Wealth Partners LLC ($36.80M), and Merriman Wealth Management LLC ($35.09M).Learn more on DFSU's institutional investors.

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

Of the 168 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: Modera Wealth Management LLC ($2.50M), AWM Capital LLC ($1.90M), Abacus Wealth Partners LLC ($974.38K), Citrine Capital LLC ($862.37K), Quantum Financial Advisors LLC ($854.84K), Elser Financial Planning Inc ($433.33K), and Retirement Solution Inc. ($425.01K).

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

Institutional investors have bought a total of 16,292,988 shares in the last 24 months. This purchase volume represents approximately $514.47M in transactions.

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

Of the 60 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 ($440.22K), Retirement Solution Inc. ($68.86K), Trellis Wealth Advisors LLC ($53.79K), Wealthspire Advisors LLC ($30.62K), Gibson Capital LLC ($28.66K), Jane Street Group LLC ($22.30K), and BetterWealth LLC ($21.71K).

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

Institutional investors have sold a total of 950,317 shares in the last 24 months. This volume of shares sold represents approximately $34.21M in transactions.


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This page (NYSEARCA:DFSU) was last updated on 4/16/2025 by MarketBeat.com Staff
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