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Dimensional US Sustainability Core 1 ETF (DFSU) Institutional Ownership

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$37.55 -0.03 (-0.08%)
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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)
147
Total
Institutional Inflows
(last 12 months)
$318.21M
Number of
Institutional Sellers
(last 12 months)
66
Total
Institutional Outflows
(last 12 months)
$44.26M
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DFSU Institutional Buying and Selling by Quarter

Dimensional US Sustainability Core 1 ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/20/2025 Focus Partners Wealth1,215,572$43.53M0.1%+424.8%3.308%
5/19/2025 Jane Street Group LLC26,506$949K0.0%+9.2%0.072%
5/16/2025 NewEdge Advisors LLC64,787$2.32M0.0%-15.3%0.181%
5/16/2025 Jentner Corp49,378$1.77M0.5%+5.9%0.138%
5/15/2025 EP Wealth Advisors LLC4,047$145K0.0%N/A0.011%
5/15/2025 Focus Partners Advisor Solutions LLC390,419$13.98M0.2%+10.5%1.094%
5/15/2025 Betterment LLC109,119$3.91M0.0%+31.0%0.306%
5/14/2025 Wealth Preservation Advisors LLC3,245$116K0.1%N/A0.009%
5/14/2025 Orion Capital Management LLC22,327$800K0.3%-4.6%0.063%
5/14/2025 Wolfstich Capital LLC1,668,358$59.74M3.0%+500.8%4.673%
5/14/2025 Heritage Financial Services LLC315,722$11.31M1.1%+3.6%0.884%
5/13/2025 RW Investment Management LLC36,367$1.30M0.2%-29.2%0.102%
5/13/2025 Raymond James Financial Inc.132,389$4.74M0.0%N/A0.371%
5/13/2025 Waypoint Wealth Partners Inc.126,852$4.54M1.3%+0.6%0.355%
5/13/2025 Heck Capital Advisors LLC12,736$456K0.1%N/A0.036%
5/12/2025 Robinson Smith Wealth Advisors LLC6,380$228K0.2%N/A0.018%
5/12/2025 Balanced Rock Investment Advisors LLC21,097$755K0.6%+15.8%0.059%
5/12/2025 Truepoint Inc.80,417$2.88M0.1%+15.1%0.225%
5/9/2025 Silver Oak Advisory Group Inc.5,612$200K0.1%-14.3%0.016%
5/9/2025 Chicago Partners Investment Group LLC73,354$2.63M0.1%-1.6%0.205%
5/9/2025 Geometric Wealth Advisors10,802$387K0.1%+7.0%0.030%
5/9/2025 Exencial Wealth Advisors LLC7,221$259K0.0%+21.1%0.020%
5/9/2025 Financial Connections Group Inc.18,135$649K0.3%+48.3%0.051%
5/9/2025 McClarren Financial Advisors Inc.4,235$151K0.1%-7.6%0.012%
5/9/2025 Strategic Investment Solutions Inc. IL164,263$5.88M1.7%-7.9%0.460%
5/8/2025 Glassman Wealth Services7,342$263K0.0%+35.0%0.021%
5/8/2025 Momentous Wealth Management Inc.149,380$5.35M3.8%+2.8%0.418%
5/8/2025 Abacus Wealth Partners LLC972,205$34.82M5.2%+0.1%2.723%
5/8/2025 Modera Wealth Management LLC39,662$1.42M0.0%+2.1%0.111%
5/8/2025 Delap Wealth Advisory LLC36,355$1.30M0.7%-21.4%0.102%
5/7/2025 AWM Capital LLC3,054,238$109.37M12.7%+4.0%8.555%
5/7/2025 LPL Financial LLC75,395$2.70M0.0%+38.9%0.211%
5/6/2025 Grand Wealth Management LLC2,618$94K0.1%-34.8%0.007%
5/6/2025 Morling Financial Advisors LLC38,707$1.39M0.5%+35.5%0.108%
5/6/2025 Opes Wealth Management LLC17,701$634K0.1%+2.7%0.050%
5/6/2025 Babb Wealth Advisors LLC46,413$1.66M1.3%-23.7%0.130%
5/5/2025 Aspen Capital Management LLC65,486$2.35M0.7%N/A0.183%
5/5/2025 SNS Financial Group LLC6,286$225K0.0%+16.2%0.018%
5/5/2025 Private Advisor Group LLC42,093$1.51M0.0%+1.2%0.118%
5/5/2025 Nwam LLC212,693$7.62M0.7%+1.2%0.596%
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5/2/2025 Forum Financial Management LP396,258$14.19M0.2%-0.6%1.110%
5/2/2025 MB Generational Wealth LLC85,234$3.05M2.3%-0.9%0.239%
5/2/2025 Bridgewater Advisors Inc.21,113$747K0.1%-21.1%0.059%
5/1/2025 Asset Dedication LLC84,280$3.02M0.2%+8.5%0.236%
5/1/2025 United Wealth Management LLC51,107$1.83M0.6%+1.2%0.143%
4/30/2025 Rehmann Capital Advisory Group24,072$862K0.1%+2.2%0.067%
4/29/2025 Envestnet Asset Management Inc.13,712$491K0.0%+4.6%0.038%
4/29/2025 von Borstel & Associates Inc.24,970$894K0.3%+3.4%0.070%
4/29/2025 Morris Financial Concepts Inc.11,257$403K0.2%+5.8%0.032%
4/29/2025 New Capital Management LP313,949$11.24M3.2%-7.5%0.879%
4/29/2025 OneDigital Investment Advisors LLC199,388$7.14M0.1%+7.9%0.559%
4/28/2025 North Capital Inc.3,983$143K0.1%N/A0.011%
4/28/2025 D.A. Davidson & CO.45,669$1.64M0.0%+117.5%0.128%
4/28/2025 Physician Wealth Advisors Inc.33,157$1.19M0.2%-1.5%0.093%
4/28/2025 Equita Financial Network Inc.50,553$1.81M0.6%+17.9%0.142%
4/28/2025 Penobscot Wealth Management5,665$203K0.1%-83.0%0.016%
4/28/2025 Quarry Hill Advisors LLC173,981$6.23M4.0%+4.7%0.487%
4/28/2025 BetterWealth LLC59,559$2.13M0.6%-23.3%0.167%
4/25/2025 EnRich Financial Partners LLC37,062$1.33M0.4%-4.2%0.104%
4/25/2025 DiNuzzo Private Wealth Inc.51,081$1.83M0.2%+1.2%0.143%
4/25/2025 Root Financial Partners LLC32,203$1.15M0.1%+106.6%0.090%
4/24/2025 Hicks Capital Management LLC19,156$686K0.9%N/A0.053%
4/24/2025 Tanager Wealth Management LLP25,791$924K0.1%+2.8%0.072%
4/23/2025 Allodium Investment Consultants LLC117,429$4.21M3.1%+24.3%0.327%
4/23/2025 Sequoia Financial Advisors LLC66,473$2.38M0.0%N/A0.185%
4/23/2025 Pure Financial Advisors LLC150,634$5.39M0.1%+8.4%0.419%
4/23/2025 Northland Capital Management LLC112,873$4.04M2.7%-4.3%0.314%
4/23/2025 RAM Investment Partners LLC95,704$3.43M0.8%-7.0%0.266%
4/23/2025 Ruedi Wealth Management Inc.13,667$489K0.2%+10.9%0.038%
4/23/2025 Citrine Capital LLC993,844$35.59M22.3%+15.2%2.765%
4/22/2025 Joel Adams & Associates Inc.23,105$827K0.7%+1.4%0.064%
4/22/2025 Cambridge Investment Research Advisors Inc.9,223$330K0.0%N/A0.026%
4/22/2025 MBE Wealth Management LLC6,957$249K0.1%N/A0.019%
4/22/2025 Integrity Wealth Solutions LLC5,685$204K0.1%-16.4%0.016%
4/22/2025 Hill Island Financial LLC24,486$877K0.3%N/A0.068%
4/22/2025 Cordant Inc.19,570$701K0.4%+18.3%0.054%
4/22/2025 XY Planning Network Inc.7,735$277K0.2%-5.6%0.022%
4/21/2025 Martin Worley Group78,118$2.80M1.6%+51.3%0.217%
4/21/2025 Avior Wealth Management LLC6,766$242K0.0%+887.7%0.019%
4/21/2025 Flagstone Financial Management15,358$550K0.2%+2.3%0.043%
4/21/2025 Compass Capital Corp MA ADV44,878$1.46M0.8%-41.5%0.125%
4/21/2025 TCI Wealth Advisors Inc.51,395$1.84M0.1%+2.8%0.143%
4/18/2025 Clarius Group LLC13,261$475K0.0%+24.0%0.037%
4/18/2025 Creative Capital Management Investments LLC17,210$616K0.2%-5.5%0.048%
4/18/2025 Planning Center Inc.195,628$7.01M0.8%+4.8%0.544%
4/18/2025 Colorado Capital Management Inc.6,457$231K0.1%N/A0.018%
4/18/2025 Five Oceans Advisors82,619$2.96M1.4%-1.1%0.230%
4/17/2025 Adero Partners LLC563,186$20.17M1.3%-2.2%1.567%
4/17/2025 Retirement Solution LLC5,425,580$194.29M52.8%-4.2%15.092%
4/17/2025 Brighton Jones LLC138,557$4.96M0.2%+21.3%0.385%
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4/16/2025 Wealth Enhancement Advisory Services LLC412,711$14.78M0.0%-0.9%1.148%
4/16/2025 Meritas Wealth Management LLC21,599$773K0.5%+69.3%0.060%
4/16/2025 Signature Resources Capital Management LLC2,639$95K0.1%+131.7%0.007%
4/16/2025 Wealth Advisors Northwest LLC36,191$1.30M0.8%+11.3%0.101%
4/15/2025 Gibson Capital LLC390,767$13.99M2.9%-2.6%1.087%
4/15/2025 SJS Investment Consulting Inc.190,766$6.83M1.2%+8.2%0.531%
4/15/2025 Shira Ridge Wealth Management31,383$1.12M0.6%-3.1%0.087%
4/15/2025 Fiduciary Financial Group LLC22,826$765K0.2%-46.7%0.063%
4/15/2025 Simplicity Wealth LLC83,566$2.99M0.2%N/A0.232%
4/15/2025 Wealthcare Advisory Partners LLC9,529$341K0.0%N/A0.027%
(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, 190 institutional investors and hedge funds held shares of Dimensional US Sustainability Core 1 ETF. The most heavily invested institutionals were Retirement Solution Inc. ($210.11M), Retirement Solution LLC ($194.29M), AE Wealth Management LLC ($169.89M), AWM Capital LLC ($109.37M), Quantum Financial Advisors LLC ($81.66M), Wolfstich Capital LLC ($59.74M), and Focus Partners Wealth ($43.53M).Learn more on DFSU's institutional investors.

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

Of the 179 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 ($2.49M), AWM Capital LLC ($2.02M), Wolfstich Capital LLC ($1.67M), Citrine Capital LLC ($993.84K), Focus Partners Wealth ($983.94K), Quantum Financial Advisors LLC ($854.84K), and Elser Financial Planning Inc ($433.33K).

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

Institutional investors have bought a total of 18,272,205 shares in the last 24 months. This purchase volume represents approximately $597.80M in transactions.

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

Of the 74 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 ($680.60K), Retirement Solution Inc. ($68.86K), Trellis Wealth Advisors LLC ($53.79K), BetterWealth LLC ($39.77K), Compass Capital Corp MA ADV ($31.80K), Wealthspire Advisors LLC ($30.62K), and Penobscot Wealth Management ($30.57K).

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

Institutional investors have sold a total of 1,402,544 shares in the last 24 months. This volume of shares sold represents approximately $50.45M in transactions.



This page (NYSEARCA:DFSU) was last updated on 5/30/2025 by MarketBeat.com Staff
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