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Dimensional US Sustainability Core 1 ETF (DFSU) Institutional Ownership

Dimensional US Sustainability Core 1 ETF logo
$39.66 -0.31 (-0.78%)
Closing price 07/11/2025 04:10 PM Eastern
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$39.66 0.00 (-0.01%)
As of 07/11/2025 05:18 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)
147
Total
Institutional Inflows
(last 12 months)
$325.88M
Number of
Institutional Sellers
(last 12 months)
69
Total
Institutional Outflows
(last 12 months)
$56.28M
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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
7/11/2025Wolfstich Capital LLC57,254$2.25M4.8%-79.4%0.150%
7/11/2025Quantum Financial Advisors LLC2,399,411$94.18M12.7%+5.2%6.306%
7/11/2025Colorado Capital Management Inc.8,780$345K0.1%+36.0%0.023%
7/11/2025Farther Finance Advisors LLC29,426$1.16M0.0%-10.5%0.077%
7/11/2025Rockwood Wealth Management LLC5,216$205K0.0%N/A0.014%
7/10/2025 Waypoint Wealth Partners Inc.191,470$7.52M1.8%+50.9%0.503%
7/10/2025 Wealth Enhancement Advisory Services LLC407,806$16.30M0.0%-1.2%1.072%
7/10/2025 Shira Ridge Wealth Management31,013$1.22M0.6%-1.2%0.082%
7/9/2025 Shore Point Advisors LLC10,404$408K0.2%-9.0%0.027%
7/8/2025 Henrickson Nauta Wealth Advisors Inc.24,692$969K0.3%-22.6%0.065%
7/8/2025 Elevation Wealth Partners LLC145,904$5.73M2.3%+2,698.3%0.385%
7/8/2025 Apella Capital LLC217,472$8.62M0.2%+9.5%0.574%
7/7/2025 New Capital Management LP272,556$10.70M3.0%-13.2%0.719%
7/3/2025 Fiduciary Financial Group LLC26,038$1.03M0.2%+14.1%0.069%
6/6/2025Blue Oak Capital LLC212,370$7.61M4.2%-12.8%0.578%
5/20/2025Focus Partners Wealth1,215,572$43.53M0.1%+424.8%3.308%
5/19/2025Jane Street Group LLC26,506$949K0.0%+9.2%0.072%
5/16/2025NewEdge Advisors LLC64,787$2.32M0.0%-15.3%0.181%
5/16/2025Jentner Corp49,378$1.77M0.5%+5.9%0.138%
5/15/2025EP Wealth Advisors LLC4,047$145K0.0%N/A0.011%
5/15/2025Focus Partners Advisor Solutions LLC390,419$13.98M0.2%+10.5%1.094%
5/15/2025Betterment LLC109,119$3.91M0.0%+31.0%0.306%
5/14/2025Wealth Preservation Advisors LLC3,245$116K0.1%N/A0.009%
5/14/2025Orion Capital Management LLC22,327$800K0.3%-4.6%0.063%
5/14/2025Wolfstich Capital LLC1,668,358$59.74M3.0%+500.8%4.673%
5/14/2025Heritage Financial Services LLC315,722$11.31M1.1%+3.6%0.884%
5/13/2025RW Investment Management LLC36,367$1.30M0.2%-29.2%0.102%
5/13/2025Raymond 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%
5/13/2025Heck Capital Advisors LLC12,736$456K0.1%N/A0.036%
5/12/2025Robinson Smith Wealth Advisors LLC6,380$228K0.2%N/A0.018%
5/12/2025Balanced Rock Investment Advisors LLC21,097$755K0.6%+15.8%0.059%
5/12/2025Truepoint Inc.80,417$2.88M0.1%+15.1%0.225%
5/9/2025Silver Oak Advisory Group Inc.5,612$200K0.1%-14.3%0.016%
5/9/2025Chicago Partners Investment Group LLC73,354$2.63M0.1%-1.6%0.205%
5/9/2025Geometric Wealth Advisors10,802$387K0.1%+7.0%0.030%
5/9/2025Exencial Wealth Advisors LLC7,221$259K0.0%+21.1%0.020%
5/9/2025Financial Connections Group Inc.18,135$649K0.3%+48.3%0.051%
5/9/2025McClarren Financial Advisors Inc.4,235$151K0.1%-7.6%0.012%
5/9/2025Strategic Investment Solutions Inc. IL164,263$5.88M1.7%-7.9%0.460%
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5/8/2025Glassman Wealth Services7,342$263K0.0%+35.0%0.021%
5/8/2025Momentous Wealth Management Inc.149,380$5.35M3.8%+2.8%0.418%
5/8/2025Abacus Wealth Partners LLC972,205$34.82M5.2%+0.1%2.723%
5/8/2025Modera Wealth Management LLC39,662$1.42M0.0%+2.1%0.111%
5/8/2025Delap Wealth Advisory LLC36,355$1.30M0.7%-21.4%0.102%
5/7/2025AWM Capital LLC3,054,238$109.37M12.7%+4.0%8.555%
5/7/2025LPL Financial LLC75,395$2.70M0.0%+38.9%0.211%
5/6/2025Grand Wealth Management LLC2,618$94K0.1%-34.8%0.007%
5/6/2025Morling Financial Advisors LLC38,707$1.39M0.5%+35.5%0.108%
5/6/2025Opes Wealth Management LLC17,701$634K0.1%+2.7%0.050%
5/6/2025Babb Wealth Advisors LLC46,413$1.66M1.3%-23.7%0.130%
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%
5/2/2025Forum Financial Management LP396,258$14.19M0.2%-0.6%1.110%
5/2/2025MB Generational Wealth LLC85,234$3.05M2.3%-0.9%0.239%
5/2/2025Bridgewater Advisors Inc.21,113$747K0.1%-21.1%0.059%
5/1/2025Asset Dedication LLC84,280$3.02M0.2%+8.5%0.236%
5/1/2025United Wealth Management LLC51,107$1.83M0.6%+1.2%0.143%
4/30/2025Rehmann Capital Advisory Group24,072$862K0.1%+2.2%0.067%
4/29/2025Envestnet Asset Management Inc.13,712$491K0.0%+4.6%0.038%
4/29/2025von Borstel & Associates Inc.24,970$894K0.3%+3.4%0.070%
4/29/2025Morris 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%
4/29/2025OneDigital Investment Advisors LLC199,388$7.14M0.1%+7.9%0.559%
4/28/2025North Capital Inc.3,983$143K0.1%N/A0.011%
4/28/2025D.A. Davidson & CO.45,669$1.64M0.0%+117.5%0.128%
4/28/2025Physician Wealth Advisors Inc.33,157$1.19M0.2%-1.5%0.093%
4/28/2025Equita Financial Network Inc.50,553$1.81M0.6%+17.9%0.142%
4/28/2025Penobscot Wealth Management5,665$203K0.1%-83.0%0.016%
4/28/2025Quarry Hill Advisors LLC173,981$6.23M4.0%+4.7%0.487%
4/28/2025BetterWealth LLC59,559$2.13M0.6%-23.3%0.167%
4/25/2025EnRich Financial Partners LLC37,062$1.33M0.4%-4.2%0.104%
4/25/2025DiNuzzo Private Wealth Inc.51,081$1.83M0.2%+1.2%0.143%
4/25/2025Root Financial Partners LLC32,203$1.15M0.1%+106.6%0.090%
4/24/2025Hicks Capital Management LLC19,156$686K0.9%N/A0.053%
4/24/2025Tanager Wealth Management LLP25,791$924K0.1%+2.8%0.072%
4/23/2025Allodium Investment Consultants LLC117,429$4.21M3.1%+24.3%0.327%
4/23/2025Sequoia Financial Advisors LLC66,473$2.38M0.0%N/A0.185%
4/23/2025Pure Financial Advisors LLC150,634$5.39M0.1%+8.4%0.419%
4/23/2025Northland Capital Management LLC112,873$4.04M2.7%-4.3%0.314%
4/23/2025RAM Investment Partners LLC95,704$3.43M0.8%-7.0%0.266%
4/23/2025Ruedi Wealth Management Inc.13,667$489K0.2%+10.9%0.038%
4/23/2025Citrine Capital LLC993,844$35.59M22.3%+15.2%2.765%
4/22/2025Joel Adams & Associates Inc.23,105$827K0.7%+1.4%0.064%
4/22/2025Cambridge Investment Research Advisors Inc.9,223$330K0.0%N/A0.026%
4/22/2025MBE Wealth Management LLC6,957$249K0.1%N/A0.019%
4/22/2025Integrity Wealth Solutions LLC5,685$204K0.1%-16.4%0.016%
4/22/2025Hill Island Financial LLC24,486$877K0.3%N/A0.068%
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4/22/2025Cordant Inc.19,570$701K0.4%+18.3%0.054%
4/22/2025XY Planning Network Inc.7,735$277K0.2%-5.6%0.022%
4/21/2025Martin Worley Group78,118$2.80M1.6%+51.3%0.217%
4/21/2025Avior Wealth Management LLC6,766$242K0.0%+887.7%0.019%
4/21/2025Flagstone Financial Management15,358$550K0.2%+2.3%0.043%
4/21/2025Compass Capital Corp MA ADV44,878$1.46M0.8%-41.5%0.125%
4/21/2025TCI Wealth Advisors Inc.51,395$1.84M0.1%+2.8%0.143%
4/18/2025Clarius Group LLC13,261$475K0.0%+24.0%0.037%
4/18/2025Creative Capital Management Investments LLC17,210$616K0.2%-5.5%0.048%
4/18/2025Planning Center Inc.195,628$7.01M0.8%+4.8%0.544%
(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, 193 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 ($94.18M), Focus Partners Wealth ($43.53M), and Citrine Capital LLC ($35.59M).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 181 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 ($2.49M), AWM Capital LLC ($2.02M), Wolfstich Capital LLC ($1.67M), Citrine Capital LLC ($993.84K), Focus Partners Wealth ($983.94K), Quantum Financial Advisors LLC ($973.79K), 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 8,876,866 shares in the last 24 months. This purchase volume represents approximately $325.88M in transactions.

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

Of the 69 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: Retirement Solution LLC ($680.60K), Wolfstich Capital LLC ($220.45K), New Capital Management LP ($67.02K), BetterWealth LLC ($32.10K), Compass Capital Corp MA ADV ($31.80K), Blue Oak Capital LLC ($31.11K), and Wealthspire Advisors LLC ($30.62K).

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

Institutional investors have sold a total of 1,520,630 shares in the last 24 months. This volume of shares sold represents approximately $56.28M in transactions.


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This page (NYSEARCA:DFSU) was last updated on 7/13/2025 by MarketBeat.com Staff
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