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Dimensional US Sustainability Core 1 ETF (DFSU) Institutional Ownership

Dimensional US Sustainability Core 1 ETF logo
$38.73 +0.32 (+0.83%)
As of 01/17/2025 04:10 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)
100
Total
Institutional Inflows
(last 12 months)
$159.61M
Number of
Institutional Sellers
(last 12 months)
33
Total
Institutional Outflows
(last 12 months)
$16.34M
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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
1/21/2025Brighton Jones LLC114,222$4.33M0.1%+20.9%0.409%
1/16/2025 Pure Financial Advisors LLC138,972$5.27M0.1%+55.1%0.498%
1/16/2025 Abacus Wealth Partners LLC970,891$36.80M5.5%-0.4%3.480%
1/16/2025 Meritas Wealth Management LLC12,756$483K0.3%-3.2%0.046%
1/16/2025 Bridgewater Advisors Inc.26,761$1.01M0.1%N/A0.096%
1/16/2025 Clarius Group LLC10,691$405K0.0%+45.0%0.038%
1/15/2025 Monument Group Wealth Advisors LLC28,904$1.10M0.8%+4.3%0.104%
1/15/2025 Cordant Inc.16,545$627K0.3%-29.8%0.059%
1/14/2025 Apella Capital LLC146,728$5.56M0.2%+10.6%0.526%
1/14/2025 Henrickson Nauta Wealth Advisors Inc.15,141$574K0.2%-18.4%0.054%
1/14/2025 Fiduciary Financial Group LLC42,835$1.61M0.3%+19.4%0.154%
1/14/2025 Quantum Financial Advisors LLC2,270,848$86.07M12.1%+1.8%8.139%
1/14/2025 Cardinal Point Capital Management ULC177,130$6.71M1.1%+3.7%0.635%
1/14/2025 Shira Ridge Wealth Management32,383$1.23M0.6%-1.3%0.116%
1/13/2025 AdvisorNet Financial Inc14,890$564K0.0%+49.9%0.053%
1/13/2025 New Capital Management LP339,573$12.87M3.8%+8.2%1.217%
1/13/2025 Boyce & Associates Wealth Consulting Inc.6,627$251K0.3%N/A0.024%
11/18/2024Rehmann Capital Advisory Group20,759$772K0.1%+10.7%0.074%
11/15/2024Jane Street Group LLC46,577$1.73M0.0%+141.2%0.167%
11/15/2024Stifel Financial Corp19,300$718K0.0%+32.1%0.069%
11/13/2024Carlson Capital Management59,381$2.21M0.1%+78.5%0.213%
11/13/2024D.A. Davidson & CO.20,209$751K0.0%-6.3%0.072%
11/12/2024Truepoint Inc.69,973$2.60M0.1%+32.2%0.251%
11/12/2024Nwam LLC189,040$7.03M0.4%N/A0.678%
11/12/2024RW Investment Management LLC53,660$2.00M0.2%+0.8%0.192%
11/8/2024 Avior Wealth Management LLC807$30K0.0%+169.0%0.003%
11/8/2024Equita Financial Network Inc.45,245$1.68M0.6%N/A0.162%
11/7/2024Caprock Group LLC22,160$824K0.0%+34.3%0.079%
11/7/2024Pathstone Holdings LLC269,070$10.00M0.0%+8.6%0.964%
11/7/2024MB Generational Wealth LLC87,705$3.26M2.3%-1.5%0.314%
11/7/2024Envision Financial Planning LLC10,861$404K0.2%+73.9%0.039%
11/6/2024Adero Partners LLC522,743$19.44M1.3%+4.4%1.874%
11/6/2024OneDigital Investment Advisors LLC186,645$6.94M0.1%+47.7%0.669%
11/5/2024Prime Capital Investment Advisors LLC9,234$343K0.0%-5.8%0.033%
11/4/2024Addison Advisors LLC74,068$2.75M0.8%+15.2%0.265%
11/2/2024Retirement Solution LLC5,845,593$217.52M53.0%-2.6%20.952%
11/1/2024Rockbridge Investment Management LCC73,634$2.74M0.4%+1.7%0.264%
10/31/2024Wealth Architects LLC130,519$4.85M0.5%+17.7%0.468%
10/31/2024Trademark Financial Management LLC5,595$208K0.2%N/A0.020%
10/29/2024Forum Financial Management LP397,505$14.78M0.2%+0.7%1.425%
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10/29/2024Opes 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%
10/29/2024Chicago Partners Investment Group LLC72,926$2.73M0.1%+2.4%0.261%
10/29/2024Creative Capital Management Investments LLC19,343$719K0.3%+106.5%0.069%
10/29/2024Farther Finance Advisors LLC35,934$1.34M0.1%+452.2%0.129%
10/28/2024Penobscot Wealth Management36,237$1.35M0.7%+12.6%0.130%
10/28/2024Austin Wealth Management LLC7,515$277K0.1%N/A0.027%
10/25/2024 Diversify Wealth Management LLC18,558$694K0.1%-9.1%0.067%
10/25/2024Quarry Hill Advisors LLC171,608$6.38M4.3%+1.4%0.615%
10/25/2024Geometric Wealth Advisors11,046$411K0.1%N/A0.040%
10/24/2024TCI Wealth Advisors Inc.43,793$1.63M0.1%+65.0%0.157%
10/24/2024Modera 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%
10/23/2024North Ridge Wealth Advisors Inc.27,580$1.03M0.7%+98.5%0.099%
10/23/2024Heritage Financial Services LLC310,642$11.55M1.5%-0.7%1.113%
10/23/2024Northland Capital Management LLC134,454$5.00M2.9%+9.2%0.482%
10/23/2024Brighton Jones LLC94,441$3.51M0.1%+2.1%0.338%
10/22/2024RAM Investment Partners LLC98,983$3.68M1.0%+20.6%0.355%
10/22/2024BetterWealth LLC85,433$3.18M0.9%-1.9%0.306%
10/22/2024Private Advisor Group LLC53,521$1.99M0.0%+4.6%0.192%
10/21/2024Trellis 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%
10/17/2024 Cordant Inc.23,562$876K0.4%-12.7%0.084%
10/16/2024Physician Wealth Advisors Inc.34,337$1.29M0.2%-1.5%0.123%
10/16/2024Asset Dedication LLC74,124$2.76M0.2%+31.3%0.266%
10/16/2024Acorn Creek Capital LLC7,291$271K0.1%-3.8%0.026%
10/15/2024von 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%
10/10/2024Level 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%
10/9/2024LifePro Asset Management86,807$3.23M2.0%+64.6%0.311%
10/8/2024Towneley 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%
10/5/2024ZRC 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%
8/30/2024Strategic 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%
8/12/2024Brighton 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%
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8/6/2024Asset Dedication LLC56,461$1.97M0.1%+10.7%0.202%
8/6/2024 Monument Group Wealth Advisors LLC27,705$966K0.6%+2.2%0.099%
8/6/2024Savant Capital LLC14,152$493K0.0%+48.9%0.051%
8/5/2024Private Advisor Group LLC51,182$1.78M0.0%+17.0%0.183%
8/5/2024Quarry 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%
7/31/2024Bellevue Asset Management LLC3,277$114K0.1%N/A0.012%
(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, 131 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 ($86.07M), AWM Capital LLC ($65.40M), and Abacus Wealth Partners LLC ($36.80M).Learn more on DFSU's institutional investors.

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

Of the 126 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 ($2.27M), 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 28,065,227 shares in the last 24 months. This purchase volume represents approximately $791.12M in transactions.

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

Of the 38 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 549,793 shares in the last 24 months. This volume of shares sold represents approximately $19.11M in transactions.


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This page (NYSEARCA:DFSU) was last updated on 1/21/2025 by MarketBeat.com Staff
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