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Dimensional US Sustainability Core 1 ETF (DFSU) Institutional Ownership

Dimensional US Sustainability Core 1 ETF logo
$35.94 -0.16 (-0.44%)
As of 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)
137
Total
Institutional Inflows
(last 12 months)
$220.22M
Number of
Institutional Sellers
(last 12 months)
63
Total
Institutional Outflows
(last 12 months)
$44.28M
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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
5/5/2025Aspen Capital Management LLC65,486$2.35M0.7%N/A0.183%
5/5/2025SNS Financial Group LLC6,286$225K0.0%+16.2%0.018%
5/5/2025Private Advisor Group LLC42,093$1.51M0.0%+1.2%0.118%
5/5/2025Nwam LLC212,693$7.62M0.7%+1.2%0.596%
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%
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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%
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%
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%
3/17/2025 Wealth Enhancement Advisory Services LLC416,575$15.79M0.0%+3.1%1.172%
2/27/2025 XY Planning Network Inc.8,192$310K0.2%N/A0.029%
2/21/2025 Vermillion 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%
2/17/2025 LRI 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%
2/14/2025 Rehmann 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%
2/14/2025 OneDigital Investment Advisors LLC184,766$7.00M0.1%-1.0%0.662%
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2/14/2025WPWealth LLP20,475$776K0.2%+7.5%0.073%
2/14/2025 Forum Financial Management LP398,648$15.11M0.2%+0.3%1.429%
2/14/2025 Bridge 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%
2/13/2025Rockefeller Capital Management L.P.13,986$530K0.0%N/A0.050%
2/13/2025 Envestnet Asset Management Inc.13,112$497K0.0%+34.9%0.047%
(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, 184 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 ($111.33M), Quantum Financial Advisors LLC ($81.66M), Abacus Wealth Partners LLC ($36.80M), and Citrine Capital LLC ($35.59M).Learn more on DFSU's institutional investors.

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

Of the 172 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), Citrine Capital LLC ($993.84K), Abacus Wealth Partners LLC ($974.38K), 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 16,277,142 shares in the last 24 months. This purchase volume represents approximately $519.05M in transactions.

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

Of the 70 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 1,336,974 shares in the last 24 months. This volume of shares sold represents approximately $48.06M in transactions.


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