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Dimensional US Sustainability Core 1 ETF (DFSU) Institutional Ownership

Dimensional US Sustainability Core 1 ETF logo
$41.40 +0.83 (+2.05%)
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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)
172
Total
Institutional Inflows
(last 12 months)
$431.67M
Number of
Institutional Sellers
(last 12 months)
80
Total
Institutional Outflows
(last 12 months)
$96.64M
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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
8/19/2025 Asset Dedication LLC81,257$3.19M0.2%-3.6%0.211%
8/15/2025 North Ridge Wealth Advisors Inc.29,542$1.16M0.7%+4.3%0.077%
8/15/2025 Corient Private Wealth LLC151,056$5.93M0.0%-21.3%0.392%
8/15/2025 MML Investors Services LLC54,328$2.13M0.0%N/A0.141%
8/15/2025 Freedom Financial Partners LLC17,833$700K0.3%+22.0%0.046%
8/15/2025 Balanced Rock Investment Advisors LLC23,297$914K0.7%+10.4%0.061%
8/14/2025 Vista Capital Partners Inc.45,256$1.78M0.2%N/A0.118%
8/14/2025 Raymond James Financial Inc.17,726$696K0.0%-86.6%0.046%
8/14/2025 Betterment LLC162,302$6.37M0.0%+48.7%0.422%
8/14/2025 NewEdge Advisors LLC61,378$2.41M0.0%-5.3%0.159%
8/14/2025 Qube Research & Technologies Ltd1,581$62K0.0%N/A0.004%
8/13/2025 United Wealth Management LLC52,000$2.04M0.6%+1.7%0.135%
8/13/2025 Brown Advisory Inc.8,374$329K0.0%N/A0.022%
8/13/2025 Parkworth Wealth Management Inc.3,255$128K0.1%+48.0%0.008%
8/13/2025 Momentous Wealth Management Inc.168,099$6.60M4.3%+12.5%0.437%
8/12/2025 Quadcap Wealth Management LLC7,148$281K0.0%N/A0.019%
8/12/2025 JPMorgan Chase & Co.6,767$266K0.0%+5.1%0.018%
8/12/2025 BWM Planning LLC5,477$215K0.1%N/A0.014%
8/11/2025 Morling Financial Advisors LLC40,239$1.58M0.5%+4.0%0.105%
8/11/2025 Wealthspire Advisors LLC27,950$1.10M0.0%-8.7%0.073%
8/11/2025 Rockbridge Investment Management LCC67,784$2.66M0.3%-11.7%0.178%
8/8/2025 Creative Planning16,537$649K0.0%+1.8%0.043%
8/8/2025 Truepoint Inc.92,208$3.62M0.1%+14.7%0.242%
8/8/2025 RAM Investment Partners LLC121,006$4.75M1.0%+26.4%0.317%
8/8/2025 Glassman Wealth Services11,379$447K0.1%+55.0%0.030%
8/8/2025 Schwarz Dygos Wheeler Investment Advisors LLC26,961$1.06M0.2%-3.4%0.071%
8/7/2025 Nwam LLC203,827$8M0.7%-4.2%0.534%
8/7/2025 Retirement Solution LLC5,443,674$213.66M54.6%+0.3%14.269%
8/7/2025 Cahill Financial Advisors Inc.34,385$1.35M0.2%+1.2%0.090%
8/7/2025 Allworth Financial LP2,906$114K0.0%-46.7%0.008%
8/7/2025 Addison Advisors LLC84,148$3.30M0.8%+7.1%0.221%
8/7/2025 Alpha Financial Advisors LLC6,671$262K0.1%N/A0.017%
8/6/2025 True Wealth Design LLC12,909$507K0.2%+85.4%0.034%
8/6/2025 Longview Financial Advisors LLC47,760$1.88M1.2%-15.8%0.125%
8/6/2025 North Capital Inc.2,656$104K0.1%-33.3%0.007%
8/6/2025 Savant Capital LLC41,262$1.62M0.0%+7.4%0.108%
8/6/2025 Modera Wealth Management LLC39,362$1.55M0.0%-0.8%0.103%
8/6/2025 SNS Financial Group LLC7,199$283K0.0%+14.5%0.019%
8/5/2025 Bridgewater Advisors Inc.19,646$795K0.1%-6.9%0.051%
8/5/2025 Astra Wealth Partners LLC7,715$303K0.2%N/A0.020%
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8/4/2025 Hicks Capital Management LLC18,410$723K1.1%-3.9%0.048%
8/1/2025 Equita Financial Network Inc.78,949$3.10M1.2%+56.2%0.207%
8/1/2025 Red Lighthouse Investment Management LLC3,217$126K0.0%-14.1%0.008%
8/1/2025 Envestnet Asset Management Inc.34,298$1.35M0.0%+150.1%0.090%
7/31/2025 Orion Capital Management LLC22,790$895K0.3%+2.1%0.060%
7/31/2025 Brighton Jones LLC195,108$7.66M0.2%+40.8%0.511%
7/31/2025 Aspen Capital Management LLC111,007$4.36M1.2%+69.5%0.291%
7/31/2025 Focus Partners Advisor Solutions LLC372,538$14.62M0.2%-4.6%0.977%
7/31/2025 Curio Wealth LLC4,688$184K0.1%+117,100.0%0.012%
7/31/2025 Warburton Capital Management LLC9,559$386K0.2%+8.7%0.025%
7/31/2025 Planning Center Inc.207,386$8.14M0.9%+6.0%0.544%
7/30/2025 EnRich Financial Partners LLC33,453$1.31M0.4%-9.7%0.088%
7/30/2025 Forum Financial Management LP416,004$16.33M0.2%+5.0%1.090%
7/30/2025 Rehmann Capital Advisory Group23,320$915K0.1%-3.1%0.061%
7/30/2025 D.A. Davidson & CO.51,498$2.02M0.0%+12.8%0.135%
7/30/2025 Mills Wealth Advisors LLC25,903$1.02M0.5%+4.6%0.068%
7/30/2025 Towneley Capital Management Inc DE8,298$326K0.1%+11.6%0.022%
7/29/2025 Monument Group Wealth Advisors LLC29,545$1.16M0.7%+1.5%0.077%
7/29/2025 Flagstone Financial Management28,675$1.13M0.3%+86.7%0.075%
7/28/2025 Morris Financial Concepts Inc.11,627$456K0.2%+3.3%0.030%
7/25/2025 Wealth Architects LLC200,646$7.88M0.8%+41.9%0.526%
7/25/2025 Sequoia Financial Advisors LLC79,479$3.12M0.0%+19.6%0.208%
7/25/2025 Acorn Creek Capital LLC6,039$237K0.1%-12.2%0.016%
7/24/2025 Financial Connections Group Inc.45,577$1.79M0.7%+151.3%0.119%
7/24/2025 Grand Wealth Management LLC7,162$281K0.1%+173.6%0.019%
7/24/2025 Wealth Advisors Northwest LLC39,577$1.55M0.8%+9.4%0.104%
7/23/2025 Quarry Hill Advisors LLC194,238$7.62M4.4%+11.6%0.509%
7/23/2025 Morton Capital Management LLC CA7,293$286K0.1%N/A0.019%
7/23/2025 HTG Investment Advisors Inc.5,775$227K0.1%N/A0.015%
7/22/2025 AWM Capital LLC2,259,010$88.67M9.3%-26.0%5.921%
7/22/2025 Gemmer Asset Management LLC5,868$230K0.0%N/A0.015%
7/22/2025 Hill Island Financial LLC23,168$909K0.3%-5.4%0.061%
7/22/2025 Clarius Group LLC11,591$455K0.0%-12.6%0.030%
7/18/2025 Tanager Wealth Management LLP27,921$1.10M0.1%+8.3%0.072%
7/18/2025 Pure Financial Advisors LLC266,092$10.44M0.2%+76.6%0.688%
7/18/2025 Heritage Financial Services LLC339,438$13.32M1.3%+7.5%0.877%
7/18/2025 Citrine Capital LLC1,083,004$42.51M22.6%+9.0%2.798%
7/18/2025 PBMares Wealth Management LLC5,732$225K0.0%N/A0.015%
7/17/2025 DiNuzzo Private Wealth Inc.52,428$2.06M0.2%+2.6%0.138%
7/17/2025 Elser Financial Planning Inc206,613$8.16M0.5%N/A0.542%
7/17/2025 Vermillion Wealth Management Inc.33,826$1.33M0.6%+11.8%0.089%
7/17/2025 Willow Creek Wealth Management Inc.318,781$12.51M1.1%-7.1%0.837%
7/17/2025 XY Planning Network Inc.27,907$1.10M0.4%+260.8%0.073%
7/16/2025 Jentner Corp52,231$2.05M0.5%+5.8%0.137%
7/16/2025 Strategic Investment Solutions Inc. IL96,191$3.78M1.1%-41.4%0.252%
7/16/2025 Five Oceans Advisors116,060$4.56M1.9%+40.5%0.305%
7/16/2025 TCI Wealth Advisors Inc.80,014$3.14M0.2%+55.7%0.210%
7/16/2025 Blue Oak Capital LLC149,230$5.86M3.1%-29.7%0.392%
7/16/2025 Perigon Wealth Management LLC7,517$295K0.0%N/A0.020%
7/15/2025 Level Financial Advisors61,734$2.42M0.8%+6.4%0.162%
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7/15/2025 Maseco LLP1,837,409$72.24M2.7%N/A4.823%
7/15/2025 SJS Investment Consulting Inc.204,423$8.02M1.3%+7.2%0.537%
7/15/2025 Family Wealth Partners LLC8,522$334K0.1%+9.7%0.022%
7/15/2025 Cordant Inc.21,851$858K0.4%+11.7%0.057%
7/14/2025 AdvisorNet Financial Inc31,741$1.25M0.1%+61.2%0.083%
7/14/2025 BetterWealth LLC59,857$2.35M0.6%+0.5%0.157%
7/14/2025 Foster Group Inc.13,907$546K0.0%+4.5%0.037%
7/14/2025 McGlone Suttner Wealth Management Inc.7,313$287K0.0%N/A0.019%
7/14/2025 Northland Capital Management LLC122,529$4.81M3.0%+8.6%0.322%
7/14/2025 Abacus Wealth Partners LLC1,234,428$48.45M7.4%+27.0%3.240%
(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, 210 institutional investors and hedge funds held shares of Dimensional US Sustainability Core 1 ETF. The most heavily invested institutionals were Retirement Solution LLC ($213.66M), Retirement Solution Inc. ($210.11M), AE Wealth Management LLC ($169.89M), Quantum Financial Advisors LLC ($94.18M), AWM Capital LLC ($88.67M), Maseco LLP ($72.24M), and Abacus Wealth Partners LLC ($48.45M).Learn more on Dimensional US Sustainability Core 1 ETF's institutional investors.

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

Of the 197 institutional investors that purchased Dimensional US Sustainability Core 1 ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Modera Wealth Management LLC ($2.46M), AWM Capital LLC ($2.02M), Maseco LLP ($1.84M), Wolfstich Capital LLC ($1.67M), Citrine Capital LLC ($1.08M), Focus Partners Wealth ($983.94K), and Quantum Financial Advisors LLC ($645.14K).

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

Institutional investors have bought a total of 11,486,040 shares in the last 24 months. This purchase volume represents approximately $431.67M in transactions.

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

Of the 80 institutional investors that sold Dimensional US Sustainability Core 1 ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: AWM Capital LLC ($795.23K), Retirement Solution LLC ($574.28K), Wolfstich Capital LLC ($220.45K), Raymond James Financial Inc. ($114.66K), Blue Oak Capital LLC ($94.25K), Strategic Investment Solutions Inc. IL ($86.31K), and New Capital Management LP ($67.02K).

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

Institutional investors have sold a total of 2,530,334 shares in the last 24 months. This volume of shares sold represents approximately $96.64M in transactions.


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This page (NYSEARCA:DFSU) was last updated on 8/22/2025 by MarketBeat.com Staff
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