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Dimensional US Sustainability Core 1 ETF (DFSU) Institutional Ownership

Dimensional US Sustainability Core 1 ETF logo
$46.65 +0.19 (+0.41%)
As of 07/24/2026 04:10 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
182
Total
Institutional Inflows
(last 12 months)
$278.30M
Number of
Institutional Sellers
(last 12 months)
85
Total
Institutional Outflows
(last 12 months)
$34.27M
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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
7/10/2026 Heck Capital Advisors LLC10,537$491K0.0%-11.2%0.022%
7/10/2026 Family Wealth Partners LLC14,370$670K0.2%+1.8%0.030%
7/10/2026 Fiduciary Financial Group LLC30,454$1.42M0.2%-1.1%0.064%
7/9/2026 Shira Ridge Wealth Management23,554$1.10M0.4%-14.8%0.050%
7/8/2026 Colorado Capital Management Inc.9,928$463K0.2%-6.9%0.021%
7/8/2026 3 Factor Indexing LLC21,112$984K0.8%-22.1%0.045%
7/8/2026 Quantum Financial Advisors LLC2,379,557$110.96M9.7%-0.9%5.020%
7/8/2026 Strategic Investment Solutions Inc. IL45,900$2.14M0.5%-0.7%0.097%
7/8/2026 Elevation Wealth Partners LLC143,443$6.69M2.0%-0.5%0.303%
7/8/2026 Apella Capital LLC409,314$19.26M0.3%+3.5%0.864%
7/7/2026 Foster Group Inc.115,631$5.39M0.1%-1.9%0.244%
5/29/2026Asset Dedication LLC64,988$2.67M0.2%-23.4%0.141%
5/19/2026Bank of America Corp DE19,061$783K0.0%-5.7%0.041%
5/18/2026Royal Bank of Canada24,366$1.00M0.0%+1,090.3%0.053%
5/18/2026Envision Financial Planning LLC18,493$760K0.3%+16.9%0.040%
5/16/2026Quantinno Capital Management LP26,314$1.08M0.0%+15.0%0.057%
5/15/2026Bridgewater Advisors Inc.29,579$1.22M0.1%+2.1%0.064%
5/15/2026Broadhurst Jeffrey B168,250$6.91M7.1%N/A0.366%
5/13/2026NewEdge Wealth LLC14,505$596K0.0%+10.1%0.032%
5/7/2026 Eaton Cambridge Inc.24,220$995K0.3%N/A0.053%
5/6/2026Modera Wealth Management LLC37,214$1.53M0.0%-3.1%0.081%
5/6/2026Morling Financial Advisors LLC39,429$1.62M0.5%-1.9%0.086%
5/5/2026D.A. Davidson & CO.46,643$1.92M0.0%-5.0%0.101%
5/5/2026MB Generational Wealth LLC104,960$4.31M2.4%+5.8%0.228%
5/5/2026 Nwam LLC209,350$8.60M0.5%+1.5%0.455%
5/4/2026Glassman Wealth Services13,884$570K0.1%+9.0%0.030%
5/4/2026Chicago Partners Investment Group LLC83,251$3.74M0.1%+2.0%0.181%
5/4/2026Ruedi Wealth Management Inc.17,463$718K0.2%+10.3%0.038%
5/2/2026Silver Oak Advisory Group Inc.16,113$662K0.3%+17.1%0.035%
5/1/2026Financial Connections Group Inc.46,359$1.90M0.7%+2.7%0.101%
5/1/2026Simplicity Wealth LLC297,206$12.21M0.7%-6.7%0.649%
4/30/2026 Mason & Associates Inc33,517$1.34M0.3%+3.5%0.073%
4/30/2026Robinson Smith Wealth Advisors LLC6,582$270K0.2%+4.6%0.014%
4/30/2026Triune Financial Partners LLC281,713$11.58M2.8%+3.3%0.615%
4/29/2026American Capital Advisory LLC3,656$150K0.1%N/A0.008%
4/28/2026Planning Center Inc.184,743$7.59M0.8%+1.1%0.403%
4/28/2026Ascentis Independent Advisors11,452$471K0.0%+30.5%0.025%
4/28/2026Pine Harbor Wealth Management LLC14,995$616K0.2%-5.1%0.033%
4/27/2026TCI Wealth Advisors Inc.270,992$11.14M0.6%+5.5%0.593%
4/27/2026 Flagstone Financial Management53,949$2.22M0.6%+4.0%0.118%
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4/27/2026Private Advisor Group LLC53,634$2.20M0.0%+23.0%0.117%
4/27/2026Financial Plan Inc.24,326$1M0.1%+25.9%0.053%
4/25/2026 Physician Wealth Advisors Inc.31,383$1.29M0.2%+2.5%0.069%
4/25/2026 BetterWealth LLC55,184$2.27M0.4%-1.2%0.121%
4/24/2026Root Financial Partners LLC114,109$4.69M0.2%+102.9%0.250%
4/24/2026PW Advisors LLC FL5,472$225K0.2%-5.3%0.012%
4/24/2026Equita Financial Network Inc.119,102$4.89M1.5%+19.5%0.261%
4/23/2026 SJS Investment Consulting Inc.210,344$8.64M1.1%-0.2%0.461%
4/23/2026 Forum Financial Management LP449,583$18.47M0.3%+2.3%0.986%
4/22/2026 Citrine Capital LLC1,379,142$56.67M24.6%+6.9%3.024%
4/22/2026Creative Capital Management Investments LLC42,571$1.75M0.5%+152.5%0.093%
4/21/2026 AA Financial Advisors LLC20,068$825K0.1%N/A0.044%
4/21/2026Maseco LLP2,024,355$83.25M2.6%+3.6%4.439%
4/20/2026 Cardinal Point Capital Management ULC182,814$7.51M0.5%-3.9%0.401%
4/20/2026Joel Adams & Associates Inc.47,597$1.96M1.5%+99.6%0.104%
4/20/2026Aspen Capital Management LLC114,276$4.70M1.2%-3.9%0.251%
4/20/2026 Apella Capital LLC395,443$17.77M0.3%+34.2%0.867%
4/17/2026 AdvisorNet Financial Inc21,417$880K0.0%-20.3%0.047%
4/17/2026 Ocean Park Asset Management LLC14,112$580K0.0%N/A0.031%
4/16/2026 Henrickson Nauta Wealth Advisors Inc.29,961$1.23M0.3%-44.4%0.066%
3/12/2026Nalls Sherbakoff Group LLC925$40K0.0%N/A0.002%
3/9/2026Corient Private Wealth LLC168,725$7.33M0.0%+7.3%0.386%
3/4/2026Pure Financial Advisors LLC404,280$17.56M0.3%+24.5%0.925%
3/4/2026Rehmann Capital Advisory Group27,120$1.18M0.1%+1.1%0.062%
2/27/2026 Strategic Investment Solutions Inc. IL53,953$2.34M0.6%-22.8%0.123%
2/20/2026SB Capital Management Inc20,183$877K0.3%N/A0.046%
2/19/2026Professional Financial Solutions LLC ADV15,594$677K0.6%N/A0.036%
2/19/2026Corient Private Wealth LLC168,725$7.33M0.0%+7.3%0.386%
2/18/2026Mercer Global Advisors Inc. ADV289,761$12.58M0.0%+20.7%0.663%
2/18/2026Beacon Pointe Advisors LLC288,113$12.51M0.1%+7.3%0.659%
2/18/2026NewEdge Advisors LLC46,020$2.00M0.0%-13.2%0.105%
2/18/2026Cahill Financial Advisors Inc.34,417$1.50M0.1%-2.3%0.079%
2/17/2026Cardiff Park Advisors LLC1,624$71K0.0%+26.4%0.004%
2/17/2026Envision Financial Planning LLC15,818$687K0.3%+29.3%0.036%
2/17/2026Momentous Wealth Management Inc.184,296$8.00M4.5%+8.9%0.422%
2/17/2026Wealth Management Strategies Inc.123,852$5.38M2.5%-0.8%0.283%
2/17/2026 Wealth Architects LLC269,411$11.70M1.1%+40.3%0.617%
2/17/2026Osaic Holdings Inc.17,471$759K0.0%+15.6%0.040%
2/17/2026AWM Capital LLC3,044,502$132.22M12.0%+3.9%6.967%
2/17/2026Donalies Financial Planning LLC135,160$5.87M5.0%N/A0.309%
2/17/2026Royal Bank of Canada2,047$89K0.0%+298.2%0.005%
2/16/2026MML Investors Services LLC44,578$1.94M0.0%-13.1%0.102%
2/16/2026Mariner LLC21,578$937K0.0%+50.5%0.049%
2/16/2026North Ridge Wealth Advisors Inc.40,566$1.76M1.0%+33.1%0.093%
2/16/2026Focus Partners Wealth1,884,940$81.86M0.1%+1.3%4.313%
2/16/2026Brown Advisory Inc.38,039$1.65M0.0%+292.9%0.087%
2/13/2026 Burton Enright Welch59,720$2.59M0.4%N/A0.137%
2/13/2026Stifel Financial Corp36,677$1.59M0.0%+11.2%0.084%
2/13/2026Balanced Rock Investment Advisors LLC29,447$1.28M0.9%+9.2%0.067%
2/13/2026 marrick wealth LLC7,378$320K0.3%N/A0.017%
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2/12/2026Timmons Wealth Management LLC3,002$130K0.1%N/A0.007%
2/12/2026Jane Street Group LLC10,808$469K0.0%N/A0.025%
2/12/2026Commonwealth Equity Services LLC96,650$4.20M0.0%+11.1%0.221%
2/12/2026von Borstel & Associates Inc.24,373$1.06M0.2%-3.9%0.056%
2/12/2026Vickerman Investment Advisors Inc.8,074$351K0.1%-7.9%0.018%
2/12/2026Betterment LLC253,119$10.99M0.0%+13.7%0.579%
2/12/2026Bank of Montreal Can4,252$185K0.0%+51.3%0.010%
2/12/2026Compass Capital Corp MA ADV49,046$2.18M0.8%+1.0%0.112%
2/12/2026Trailhead Planners LLC9,194$399K0.4%N/A0.021%
2/12/2026RAM Investment Partners LLC121,104$5.26M1.0%+3.0%0.277%


DFSU Institutional Ownership - Frequently Asked Questions

During the previous two years, 260 institutional investors and hedge funds held shares of Dimensional US Sustainability Core 1 ETF. The most heavily invested institutionals were Retirement Solution LLC ($235.57M), AWM Capital LLC ($132.22M), Quantum Financial Advisors LLC ($110.96M), Maseco LLP ($83.25M), Focus Partners Wealth ($81.86M), Citrine Capital LLC ($56.67M), and Abacus Wealth Partners LLC ($52.79M).Learn more on Dimensional US Sustainability Core 1 ETF's institutional investors.

Of the 240 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: Maseco LLP ($1.98M), Wolfstich Capital LLC ($1.67M), Citrine Capital LLC ($1.38M), AWM Capital LLC ($1.09M), Focus Partners Wealth ($1.04M), Pure Financial Advisors LLC ($462.24K), and Elser Financial Planning Inc ($427.62K).

Institutional investors have bought a total of 6,563,178 shares in the last 24 months. This purchase volume represents approximately $278.30M in transactions.

Of the 84 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: Raymond James Financial Inc. ($114.66K), Corient Private Wealth LLC ($81.91K), Focus Partners Advisor Solutions LLC ($78.43K), Retirement Solution LLC ($44.35K), Strategic Investment Solutions Inc. IL ($42.57K), Planning Center Inc. ($24.72K), and Henrickson Nauta Wealth Advisors Inc. ($23.91K).

Institutional investors have sold a total of 821,855 shares in the last 24 months. This volume of shares sold represents approximately $34.27M in transactions.


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This page (NYSEARCA:DFSU) was last updated on 7/25/2026 by MarketBeat.com Staff.
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