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Dimensional US Sustainability Core 1 ETF (DFSU) Institutional Ownership

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$34.37
+0.06 (+0.17%)
(As of 05/17/2024 ET)
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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)
84
Total
Institutional Inflows
(last 12 months)
$297.88M
Number of
Institutional Sellers
(last 12 months)
19
Total
Institutional Outflows
(last 12 months)
$6.19M
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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
5/15/2024 LRI Investments LLC3,041$103K0.0%N/A0.011%
5/10/2024 Truepoint Inc.42,103$1.45M0.0%+74.4%0.151%
5/10/2024 Nwam LLC183,430$6.31M0.5%-2.6%0.657%
5/9/2024 Forum Financial Management LP376,561$12.96M0.2%+6.0%1.350%
5/9/2024 Brighton Jones LLC86,012$2.96M0.1%+11.3%0.308%
5/7/2024 TCI Wealth Advisors Inc.24,054$828K0.1%+9.8%0.086%
5/7/2024 Retirement Solution Inc.6,106,183$210.11M56.9%-1.1%21.886%
5/6/2024DiNuzzo Private Wealth Inc.58,121$2M0.3%+0.7%0.208%
5/4/2024 Financial Connections Group Inc.18,752$646K0.7%+6.9%0.068%
5/4/2024 Silver Oak Advisory Group Inc.6,493$224K0.1%N/A0.024%
5/4/2024 Glassman Wealth Services3,778$130K0.0%+21.1%0.014%
5/3/2024 Schwarz Dygos Wheeler Investment Advisors LLC25,095$864K0.2%+7.7%0.091%
5/3/2024 Rehmann Capital Advisory Group16,758$577K0.0%+20.9%0.061%
5/2/2024 Flagstone Financial Management6,496$224K0.1%N/A0.024%
5/1/2024 Tanager Wealth Management LLP18,775$646K0.1%+13.7%0.068%
4/30/2024 Private Advisor Group LLC43,730$1.51M0.0%N/A0.159%
4/29/2024Commonwealth Equity Services LLC62,097$2.14M0.0%-2.6%0.226%
4/29/2024 RAM Investment Partners LLC69,730$2.40M0.8%+13.8%0.254%
4/26/2024 Quantum Financial Advisors LLC2,014,622$69.32M12.2%+12.5%7.326%
4/26/2024 LifePro Asset Management50,081$1.72M1.1%+585.4%0.182%
4/24/2024 Acorn Creek Capital LLC7,494$258K0.2%-5.0%0.027%
4/24/2024 Waypoint Wealth Partners Inc.54,081$1.86M0.5%+79.2%0.197%
4/23/2024 Creative Capital Management Investments LLC9,368$322K0.2%+87.1%0.034%
4/23/2024 Sutton Place Investors LLC7,000$241K0.1%N/A0.025%
4/20/2024 BetterWealth LLC91,662$3.15M1.0%-4.1%0.333%
4/19/2024 FORVIS Wealth Advisors LLC12,284$423K0.0%-3.2%0.045%
4/19/2024 Level Financial Advisors39,913$1.37M0.6%+1,259.0%0.145%
4/19/2024 Northland Capital Management LLC109,278$3.76M2.6%-1.8%0.397%
4/19/2024 AWM Capital LLC1,900,603$65.40M10.9%+15.1%6.911%
4/19/2024 Altiora Financial Group LLC8,000$275K0.1%N/A0.029%
4/18/2024 Shira Ridge Wealth Management35,611$1.23M0.7%+5.1%0.201%
4/18/2024 Advisory Services & Investments LLC61,308$2.11M1.5%N/A0.346%
4/17/2024 Physician Wealth Advisors Inc.35,200$1.15M0.2%N/A0.199%
4/17/2024 Criterion Capital Advisors LLC3,498$120K0.1%+78.6%0.020%
4/16/2024 Wealth Enhancement Advisory Services LLC339,510$11.68M0.0%+6.2%1.918%
4/12/2024 Carlson Capital Management32,825$1.13M0.1%-10.7%0.185%
4/12/2024 AdvisorNet Financial Inc10,199$351K0.0%-59.3%0.058%
4/10/2024 Apella Capital LLC99,012$3.35M0.2%+82.1%0.559%
4/10/2024 Abacus Wealth Partners LLC897,771$30.89M5.2%+1.4%5.072%
4/9/2024 New Capital Management LP310,358$10.68M3.2%+26.0%1.753%
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3/20/2024 Family Wealth Partners LLC6,648$207K0.2%N/A0.038%
3/14/2024 Walden Wealth Partners LLC30,618$953K0.6%N/A0.173%
2/23/2024 Chicago Partners Investment Group LLC51,570$1.63M0.1%+1.8%0.291%
2/15/2024 Buckingham Strategic Partners LLC287,186$8.94M0.4%+18.8%1.623%
2/14/2024 Syverson Strege & Co91,036$2.83M1.1%N/A0.514%
2/14/2024 Gibson Capital LLC419,424$13.06M3.1%+1.7%2.370%
2/14/2024 True Wealth Design LLC3,859$120K0.0%N/A0.022%
2/14/2024 Elevate Wealth Advisory Inc.2,563$80K0.1%N/A0.014%
2/13/2024 Belpointe Asset Management LLC57,925$1.80M0.2%+340.0%0.327%
2/12/2024 Adero Partners LLC392,325$12.21M1.0%+3.6%2.217%
2/12/2024 Glassman Wealth Services3,121$97K0.0%+995.1%0.018%
2/9/2024 AWM Capital LLC1,650,866$51.39M9.4%+11.6%9.327%
2/9/2024 Corient Private Wealth LLC208,570$6.49M0.0%N/A1.178%
2/9/2024 D.A. Davidson & CO.12,278$382K0.0%-15.3%0.069%
2/8/2024 Quarry Hill Advisors LLC143,727$4.47M3.6%+55.7%0.812%
2/8/2024 MB Generational Wealth LLC104,573$3.26M3.1%N/A0.591%
2/7/2024 Forum Financial Management LP355,302$11.06M0.2%+71.8%2.007%
2/7/2024 Abacus Wealth Partners LLC884,958$27.55M4.7%+6.6%5.000%
2/6/2024 Orion Capital Management LLC30,368$945K0.6%+2.6%0.172%
2/6/2024DiNuzzo Private Wealth Inc.57,726$1.80M0.3%N/A0.326%
2/6/2024 Creative Capital Management Investments LLC5,007$156K0.1%+10.5%0.028%
2/5/2024 Savant Capital LLC16,880$525K0.0%+12.3%0.095%
2/5/2024 Brighton Jones LLC77,276$2.41M0.1%+62.0%0.437%
2/5/2024 Schwarz Dygos Wheeler Investment Advisors LLC23,309$726K0.2%+17.9%0.132%
2/2/2024 Addison Advisors LLC50,823$1.58M0.6%+271.7%0.287%
2/2/2024 Heritage Financial Services LLC241,055$7.50M1.3%+13.3%1.362%
2/2/2024 Retirement Solution Inc.6,175,044$192.23M56.9%+1.0%34.887%
2/2/2024 Morling Financial Advisors LLC29,185$909K0.7%N/A0.165%
2/1/2024 Monument Group Wealth Advisors LLC11,645$363K0.3%N/A0.066%
2/1/2024 Criterion Capital Advisors LLC1,959$61K0.0%N/A0.011%
1/31/2024 Tanager Wealth Management LLP16,519$514K0.1%+36.1%0.093%
1/26/2024 Financial Connections Group Inc.17,547$546K0.4%+50.7%0.099%
1/24/2024 Northland Capital Management LLC111,274$3.46M2.3%+1.5%0.629%
1/23/2024 BetterWealth LLC95,598$2.98M1.0%+1.0%0.540%
1/23/2024 Cordant Inc.25,586$796K0.5%+3.7%0.145%
1/23/2024 Planning Center Inc.200,300$6.24M1.4%+36.1%1.132%
1/23/2024 Level Financial Advisors Inc.2,937$91K0.0%+256.0%0.017%
1/22/2024 Five Oceans Advisors50,492$1.57M0.9%+40.4%0.285%
1/19/2024 AdvisorNet Financial Inc25,044$780K0.1%-4.2%0.141%
1/19/2024 Trellis Wealth Advisors LLC57,347$1.79M1.0%-46.1%0.324%
1/19/2024 New Capital Management LP246,338$7.67M2.4%+86.4%1.392%
1/18/2024 North Ridge Wealth Advisors Inc.14,388$448K0.4%-33.5%0.081%
1/17/2024 Towneley Capital Management Inc DE7,366$229K0.1%N/A0.042%
1/16/2024 Carlson Capital Management36,761$1.14M0.1%+37.5%0.208%
1/12/2024 Henrickson Nauta Wealth Advisors Inc.17,230$536K0.3%+23.6%0.097%
1/11/2024 FORVIS Wealth Advisors LLC12,687$395K0.0%-22.9%0.072%
1/11/2024 Shira Ridge Wealth Management33,876$1.06M0.6%+104.4%0.191%
1/10/2024 Meritas Wealth Management LLC7,519$234K0.2%N/A0.042%
1/9/2024 Quantum Financial Advisors LLC1,791,028$55.76M13.6%+0.0%10.119%
1/8/2024 RAM Investment Partners LLC61,250$1.91M0.7%+16.2%0.346%
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1/5/2024 Apella Capital LLC54,368$1.65M0.1%+72.0%0.307%
11/30/2023 Modera Wealth Management LLC41,868$1.16M0.0%-1.7%0.237%
11/29/2023 Quantum Financial Advisors LLC1,790,204$49.67M14.6%+2.0%10.114%
11/21/2023 Carlson Capital Management26,740$742K0.0%+73.9%0.151%
11/20/2023Willow Creek Wealth Management Inc.61,078$1.70M0.3%+8.3%0.345%
11/16/2023 Orion Capital Management LLC29,595$821K0.5%+100.7%0.167%
11/16/2023 Belpointe Asset Management LLC13,166$365K0.0%+36.6%0.074%
11/13/2023 Asset Dedication LLC46,123$1.28M0.1%+39.8%0.261%
11/13/2023 Abacus Wealth Partners LLC830,174$23.03M7.1%+7.0%4.690%
11/13/2023 Kestra Advisory Services LLC10,537$292K0.0%+5.8%0.060%
(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, 101 institutional investors and hedge funds held shares of Dimensional US Sustainability Core 1 ETF. The most heavily invested institutionals were Dimensional Fund Advisors LP ($4.99B), Retirement Solution Inc. ($210.11M), AE Wealth Management LLC ($169.89M), Quantum Financial Advisors LLC ($69.32M), AWM Capital LLC ($65.40M), Abacus Wealth Partners LLC ($30.89M), and Merriman Wealth Management LLC ($24.68M).Learn more on DFSU's institutional investors.

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

Of the 99 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: Retirement Solution Inc. ($6.18M), AE Wealth Management LLC ($6.12M), Modera Wealth Management LLC ($2.50M), Quantum Financial Advisors LLC ($2.01M), AWM Capital LLC ($1.78M), Merriman Wealth Management LLC ($927.06K), and Abacus Wealth Partners LLC ($897.77K).

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

Institutional investors have bought a total of 25,774,920 shares in the last 24 months. This purchase volume represents approximately $707.76M in transactions.

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

Of the 20 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 Inc. ($68.86K), Trellis Wealth Advisors LLC ($49.14K), AdvisorNet Financial Inc ($15.94K), Financial Connections Group Inc. ($9.33K), BetterWealth LLC ($7.67K), Wolff Wiese Magana LLC ($7.31K), and North Ridge Wealth Advisors Inc. ($7.26K).

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

Institutional investors have sold a total of 195,330 shares in the last 24 months. This volume of shares sold represents approximately $6.31M in transactions.


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This page (NYSEARCA:DFSU) was last updated on 5/19/2024 by MarketBeat.com Staff

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