Free Trial

Dimensional US Sustainability Core 1 ETF (DFSU) Institutional Ownership

→ Shocking $16T Elon Musk Crypto Leak (From Crypto 101 Media) (Ad)
Free DFSU Stock Alerts
$34.37
+0.06 (+0.17%)
(As of 05/17/2024 ET)
Compare
Stock AnalysisChartHoldingsOwnershipRatings

Institutional Ownership Changes (13F Filings) for Dimensional US Sustainability Core 1 ETF (NYSEARCA:DFSU)

Number of
Institutional Buyers
(last 12 months)
84
Total
Institutional Inflows
(last 12 months)
$297.88M
Number of
Institutional Sellers
(last 12 months)
19
Total
Institutional Outflows
(last 12 months)
$6.19M
Get DFSU Insider Trade Alerts

Want to know when executives and insiders are buying or selling Dimensional US Sustainability Core 1 ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

DFSU Institutional Buying and Selling by Quarter

Dimensional US Sustainability Core 1 ETF Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/15/2024 LRI Investments LLC3,041$103K0.0%N/A0.011%
5/10/2024 Truepoint Inc.42,103$1.45M0.0%+74.4%0.151%
5/10/2024 Nwam LLC183,430$6.31M0.5%-2.6%0.657%
5/9/2024 Forum Financial Management LP376,561$12.96M0.2%+6.0%1.350%
5/9/2024 Brighton Jones LLC86,012$2.96M0.1%+11.3%0.308%
5/7/2024 TCI Wealth Advisors Inc.24,054$828K0.1%+9.8%0.086%
5/7/2024 Retirement Solution Inc.6,106,183$210.11M56.9%-1.1%21.886%
5/6/2024DiNuzzo Private Wealth Inc.58,121$2M0.3%+0.7%0.208%
5/4/2024 Financial Connections Group Inc.18,752$646K0.7%+6.9%0.068%
5/4/2024 Silver Oak Advisory Group Inc.6,493$224K0.1%N/A0.024%
5/4/2024 Glassman Wealth Services3,778$130K0.0%+21.1%0.014%
5/3/2024 Schwarz Dygos Wheeler Investment Advisors LLC25,095$864K0.2%+7.7%0.091%
5/3/2024 Rehmann Capital Advisory Group16,758$577K0.0%+20.9%0.061%
5/2/2024 Flagstone Financial Management6,496$224K0.1%N/A0.024%
5/1/2024 Tanager Wealth Management LLP18,775$646K0.1%+13.7%0.068%
4/30/2024 Private Advisor Group LLC43,730$1.51M0.0%N/A0.159%
4/29/2024Commonwealth Equity Services LLC62,097$2.14M0.0%-2.6%0.226%
4/29/2024 RAM Investment Partners LLC69,730$2.40M0.8%+13.8%0.254%
4/26/2024 Quantum Financial Advisors LLC2,014,622$69.32M12.2%+12.5%7.326%
4/26/2024 LifePro Asset Management50,081$1.72M1.1%+585.4%0.182%
4/24/2024 Acorn Creek Capital LLC7,494$258K0.2%-5.0%0.027%
4/24/2024 Waypoint Wealth Partners Inc.54,081$1.86M0.5%+79.2%0.197%
4/23/2024 Creative Capital Management Investments LLC9,368$322K0.2%+87.1%0.034%
4/23/2024 Sutton Place Investors LLC7,000$241K0.1%N/A0.025%
4/20/2024 BetterWealth LLC91,662$3.15M1.0%-4.1%0.333%
4/19/2024 FORVIS Wealth Advisors LLC12,284$423K0.0%-3.2%0.045%
4/19/2024 Level Financial Advisors39,913$1.37M0.6%+1,259.0%0.145%
4/19/2024 Northland Capital Management LLC109,278$3.76M2.6%-1.8%0.397%
4/19/2024 AWM Capital LLC1,900,603$65.40M10.9%+15.1%6.911%
4/19/2024 Altiora Financial Group LLC8,000$275K0.1%N/A0.029%
4/18/2024 Shira Ridge Wealth Management35,611$1.23M0.7%+5.1%0.201%
4/18/2024 Advisory Services & Investments LLC61,308$2.11M1.5%N/A0.346%
4/17/2024 Physician Wealth Advisors Inc.35,200$1.15M0.2%N/A0.199%
4/17/2024 Criterion Capital Advisors LLC3,498$120K0.1%+78.6%0.020%
4/16/2024 Wealth Enhancement Advisory Services LLC339,510$11.68M0.0%+6.2%1.918%
4/12/2024 Carlson Capital Management32,825$1.13M0.1%-10.7%0.185%
4/12/2024 AdvisorNet Financial Inc10,199$351K0.0%-59.3%0.058%
4/10/2024 Apella Capital LLC99,012$3.35M0.2%+82.1%0.559%
4/10/2024 Abacus Wealth Partners LLC897,771$30.89M5.2%+1.4%5.072%
4/9/2024 New Capital Management LP310,358$10.68M3.2%+26.0%1.753%
He called Apple at $1.49 and now he says: “Buy these 6 AI stocks.” (Ad)

For over four decades, Louis Navellier has found the very best tech stocks... Before the rest of the market.

Click for his six specific AI stock in the crosshairs
3/20/2024 Family Wealth Partners LLC6,648$207K0.2%N/A0.038%
3/14/2024 Walden Wealth Partners LLC30,618$953K0.6%N/A0.173%
2/23/2024 Chicago Partners Investment Group LLC51,570$1.63M0.1%+1.8%0.291%
2/15/2024 Buckingham Strategic Partners LLC287,186$8.94M0.4%+18.8%1.623%
2/14/2024 Syverson Strege & Co91,036$2.83M1.1%N/A0.514%
2/14/2024 Gibson Capital LLC419,424$13.06M3.1%+1.7%2.370%
2/14/2024 True Wealth Design LLC3,859$120K0.0%N/A0.022%
2/14/2024 Elevate Wealth Advisory Inc.2,563$80K0.1%N/A0.014%
2/13/2024 Belpointe Asset Management LLC57,925$1.80M0.2%+340.0%0.327%
2/12/2024 Adero Partners LLC392,325$12.21M1.0%+3.6%2.217%
2/12/2024 Glassman Wealth Services3,121$97K0.0%+995.1%0.018%
2/9/2024 AWM Capital LLC1,650,866$51.39M9.4%+11.6%9.327%
2/9/2024 Corient Private Wealth LLC208,570$6.49M0.0%N/A1.178%
2/9/2024 D.A. Davidson & CO.12,278$382K0.0%-15.3%0.069%
2/8/2024 Quarry Hill Advisors LLC143,727$4.47M3.6%+55.7%0.812%
2/8/2024 MB Generational Wealth LLC104,573$3.26M3.1%N/A0.591%
2/7/2024 Forum Financial Management LP355,302$11.06M0.2%+71.8%2.007%
2/7/2024 Abacus Wealth Partners LLC884,958$27.55M4.7%+6.6%5.000%
2/6/2024 Orion Capital Management LLC30,368$945K0.6%+2.6%0.172%
2/6/2024DiNuzzo Private Wealth Inc.57,726$1.80M0.3%N/A0.326%
2/6/2024 Creative Capital Management Investments LLC5,007$156K0.1%+10.5%0.028%
2/5/2024 Savant Capital LLC16,880$525K0.0%+12.3%0.095%
2/5/2024 Brighton Jones LLC77,276$2.41M0.1%+62.0%0.437%
2/5/2024 Schwarz Dygos Wheeler Investment Advisors LLC23,309$726K0.2%+17.9%0.132%
2/2/2024 Addison Advisors LLC50,823$1.58M0.6%+271.7%0.287%
2/2/2024 Heritage Financial Services LLC241,055$7.50M1.3%+13.3%1.362%
2/2/2024 Retirement Solution Inc.6,175,044$192.23M56.9%+1.0%34.887%
2/2/2024 Morling Financial Advisors LLC29,185$909K0.7%N/A0.165%
2/1/2024 Monument Group Wealth Advisors LLC11,645$363K0.3%N/A0.066%
2/1/2024 Criterion Capital Advisors LLC1,959$61K0.0%N/A0.011%
1/31/2024 Tanager Wealth Management LLP16,519$514K0.1%+36.1%0.093%
1/26/2024 Financial Connections Group Inc.17,547$546K0.4%+50.7%0.099%
1/24/2024 Northland Capital Management LLC111,274$3.46M2.3%+1.5%0.629%
1/23/2024 BetterWealth LLC95,598$2.98M1.0%+1.0%0.540%
1/23/2024 Cordant Inc.25,586$796K0.5%+3.7%0.145%
1/23/2024 Planning Center Inc.200,300$6.24M1.4%+36.1%1.132%
1/23/2024 Level Financial Advisors Inc.2,937$91K0.0%+256.0%0.017%
1/22/2024 Five Oceans Advisors50,492$1.57M0.9%+40.4%0.285%
1/19/2024 AdvisorNet Financial Inc25,044$780K0.1%-4.2%0.141%
1/19/2024 Trellis Wealth Advisors LLC57,347$1.79M1.0%-46.1%0.324%
1/19/2024 New Capital Management LP246,338$7.67M2.4%+86.4%1.392%
1/18/2024 North Ridge Wealth Advisors Inc.14,388$448K0.4%-33.5%0.081%
1/17/2024 Towneley Capital Management Inc DE7,366$229K0.1%N/A0.042%
1/16/2024 Carlson Capital Management36,761$1.14M0.1%+37.5%0.208%
1/12/2024 Henrickson Nauta Wealth Advisors Inc.17,230$536K0.3%+23.6%0.097%
1/11/2024 FORVIS Wealth Advisors LLC12,687$395K0.0%-22.9%0.072%
1/11/2024 Shira Ridge Wealth Management33,876$1.06M0.6%+104.4%0.191%
1/10/2024 Meritas Wealth Management LLC7,519$234K0.2%N/A0.042%
1/9/2024 Quantum Financial Advisors LLC1,791,028$55.76M13.6%+0.0%10.119%
1/8/2024 RAM Investment Partners LLC61,250$1.91M0.7%+16.2%0.346%
Biden Nomination CANCELED? (Ad)

The Hill just published that Joe Biden has received enough delegates to…“clinch the Democratic presidential nomination and all but guaranteeing he will face off against former President Trump again in November.” Why is he all BUT guaranteed the Democratic nomination, in their words?

I believe I have the terrifying answer right here.
1/5/2024 Apella Capital LLC54,368$1.65M0.1%+72.0%0.307%
11/30/2023 Modera Wealth Management LLC41,868$1.16M0.0%-1.7%0.237%
11/29/2023 Quantum Financial Advisors LLC1,790,204$49.67M14.6%+2.0%10.114%
11/21/2023 Carlson Capital Management26,740$742K0.0%+73.9%0.151%
11/20/2023Willow Creek Wealth Management Inc.61,078$1.70M0.3%+8.3%0.345%
11/16/2023 Orion Capital Management LLC29,595$821K0.5%+100.7%0.167%
11/16/2023 Belpointe Asset Management LLC13,166$365K0.0%+36.6%0.074%
11/13/2023 Asset Dedication LLC46,123$1.28M0.1%+39.8%0.261%
11/13/2023 Abacus Wealth Partners LLC830,174$23.03M7.1%+7.0%4.690%
11/13/2023 Kestra Advisory Services LLC10,537$292K0.0%+5.8%0.060%
(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, 101 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 Inc. ($210.11M), AE Wealth Management LLC ($169.89M), Quantum Financial Advisors LLC ($69.32M), AWM Capital LLC ($65.40M), Abacus Wealth Partners LLC ($30.89M), and Merriman Wealth Management LLC ($24.68M).Learn more on DFSU's institutional investors.

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

Of the 99 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 ($2.01M), AWM Capital LLC ($1.78M), Merriman Wealth Management LLC ($927.06K), and Abacus Wealth Partners LLC ($897.77K).

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

Institutional investors have bought a total of 25,774,920 shares in the last 24 months. This purchase volume represents approximately $707.76M in transactions.

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

Of the 20 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 Inc. ($68.86K), Trellis Wealth Advisors LLC ($49.14K), AdvisorNet Financial Inc ($15.94K), Financial Connections Group Inc. ($9.33K), BetterWealth LLC ($7.67K), Wolff Wiese Magana LLC ($7.31K), and North Ridge Wealth Advisors Inc. ($7.26K).

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

Institutional investors have sold a total of 195,330 shares in the last 24 months. This volume of shares sold represents approximately $6.31M in transactions.


Related Companies:
This page (NYSEARCA:DFSU) was last updated on 5/19/2024 by MarketBeat.com Staff

From Our Partners
Shocking $16T Elon Musk Crypto Leak
Crypto 101 Media
Biden Nomination CANCELED?
The Freeport Society
Missed NVDA? Buy this AI stock NOW
Chaikin Analytics
Urgent Nvidia Warning
Altimetry
CEO of Biggest AI Chipmaker Just Dropped a Bombshell…
Banyan Hill Publishing
Most important medical advance in 100 years
The Oxford Club
Crypto Pioneer Says: “The last crypto bull market has begun.”
InvestorPlace
Protect Your Bank Account Before It’s Too Late
Weiss Ratings