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Dimensional US Sustainability Core 1 ETF (DFSU) Institutional Ownership

Dimensional US Sustainability Core 1 ETF logo
$48.12 -0.01 (-0.02%)
Closing price 10/13/2026 04:10 PM Eastern
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$48.14 +0.03 (+0.05%)
As of 10/13/2026 07:30 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)
168
Total
Institutional Inflows
(last 12 months)
$276.70M
Number of
Institutional Sellers
(last 12 months)
77
Total
Institutional Outflows
(last 12 months)
$24.70M
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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
10/13/2026Forvis Mazars Wealth Advisors LLC11,481$542K0.0%N/A0.023%
10/13/2026Avior Wealth Management LLC7,349$347K0.0%N/A0.015%
10/8/2026Farther Finance Advisors LLC124,962$5.89M0.0%+199.2%0.251%
10/8/2026Apella Capital LLC524,914$25.15M0.3%+28.2%1.056%
10/7/2026Elevation Wealth Partners LLC129,752$6.12M1.7%-9.5%0.262%
9/9/2026Tortoise Investment Management LLC17,000$793K0.1%-1.3%0.035%
9/9/2026Sequoia Financial Advisors LLC150,199$7.00M0.0%-0.8%0.312%
9/9/2026Cahill Financial Advisors Inc.44,907$2.09M0.2%+30.9%0.093%
9/9/2026Gemmer Asset Management LLC4,799$224K0.0%-18.8%0.010%
9/9/2026NewEdge Advisors LLC40,048$1.87M0.0%-13.0%0.083%
9/9/2026XY Planning Network Inc.45,088$2.10M0.3%-4.5%0.094%
9/2/2026Citadel Advisors LLC4,882$228K0.0%N/A0.010%
8/27/2026Corient Private Wealth LP206,975$9.65M0.0%-3.2%0.429%
8/23/2026Tanager Wealth Management LLP21,255$991K0.1%-4.6%0.044%
8/23/2026Morling Financial Advisors LLC40,489$1.89M0.5%+2.7%0.084%
8/23/2026HB Wealth Management LLC14,521$677K0.0%N/A0.030%
8/22/2026Beacon Hill Wealth Management LTD.78,481$3.66M2.5%N/A0.163%
8/22/2026SeedSafe Financial LLC57,183$2.66M1.9%N/A0.119%
8/22/2026Sensenig Capital Advisors Inc58,854$2.74M2.5%-1.6%0.122%
8/21/2026Mason & Associates Inc36,097$1.68M0.3%+7.7%0.075%
8/21/2026Greenspring Advisors LLC36,188$1.69M0.1%+5.0%0.075%
8/21/2026Bedel Financial Consulting Inc.4,769$222K0.0%N/A0.010%
8/20/2026Rehmann Capital Advisory Group28,020$1.31M0.1%+3.3%0.058%
7/10/2026Heck Capital Advisors LLC10,537$491K0.0%-11.2%0.022%
7/10/2026Family Wealth Partners LLC14,370$670K0.2%+1.8%0.030%
7/10/2026Fiduciary Financial Group LLC30,454$1.42M0.2%-1.1%0.064%
7/9/2026Shira Ridge Wealth Management23,554$1.10M0.4%-14.8%0.050%
7/8/2026Colorado Capital Management Inc.9,928$463K0.2%-6.9%0.021%
7/8/20263 Factor Indexing LLC21,112$984K0.8%-22.1%0.045%
7/8/2026Quantum Financial Advisors LLC2,379,557$110.96M9.7%-0.9%5.020%
7/8/2026Strategic Investment Solutions Inc. IL45,900$2.14M0.5%-0.7%0.097%
7/8/2026Elevation Wealth Partners LLC143,443$6.69M2.0%-0.5%0.303%
7/8/2026Apella Capital LLC409,314$19.26M0.3%+3.5%0.864%
7/7/2026Foster 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%
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5/15/2026Broadhurst Jeffrey B168,250$6.91M7.1%N/A0.366%
5/13/2026NewEdge Wealth LLC14,505$596K0.0%+10.1%0.032%
5/7/2026Eaton 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%
5/5/2026Nwam 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%
4/30/2026Mason & 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%
4/27/2026Flagstone Financial Management53,949$2.22M0.6%+4.0%0.118%
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%
4/25/2026Physician Wealth Advisors Inc.31,383$1.29M0.2%+2.5%0.069%
4/25/2026BetterWealth 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%
4/23/2026SJS Investment Consulting Inc.210,344$8.64M1.1%-0.2%0.461%
4/23/2026Forum Financial Management LP449,583$18.47M0.3%+2.3%0.986%
4/22/2026Citrine 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%
4/21/2026AA Financial Advisors LLC20,068$825K0.1%N/A0.044%
4/21/2026Maseco LLP2,024,355$83.25M2.6%+3.6%4.439%
4/20/2026Cardinal 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%
4/20/2026Apella Capital LLC395,443$17.77M0.3%+34.2%0.867%
4/17/2026AdvisorNet Financial Inc21,417$880K0.0%-20.3%0.047%
4/17/2026Ocean Park Asset Management LLC14,112$580K0.0%N/A0.031%
4/16/2026Henrickson 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%
2/27/2026Strategic 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%
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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%
2/17/2026Wealth Architects LLC269,411$11.70M1.1%+40.3%0.617%


DFSU Institutional Ownership - Frequently Asked Questions

During the previous two years, 261 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 6,445,974 shares in the last 24 months. This purchase volume represents approximately $276.70M in transactions.

Of the 77 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: Focus Partners Advisor Solutions LLC ($60.55K), Retirement Solution LLC ($44.35K), Strategic Investment Solutions Inc. IL ($42.57K), Planning Center Inc. ($24.72K), Henrickson Nauta Wealth Advisors Inc. ($23.91K), Envestnet Asset Management Inc. ($22.38K), and Quantum Financial Advisors LLC ($22.01K).

Institutional investors have sold a total of 572,742 shares in the last 24 months. This volume of shares sold represents approximately $24.70M in transactions.


Related Companies

Institutional ownership data for NYSEARCA:DFSU is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 10/14/2026. New 13F filings are added each quarter as they're published.
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