DFSU Institutional Ownership
Dimensional - US Sustainability Core 1 ETF
1W: -0.5%
1M: -1.0%
3M: +0.8%
YTD: +9.4%
1Y: +12.2%
3Y: +76.2%
$47.59
+0.34 (+0.72%)
Weekly Expected Move ±1.5%
$46
$47
$48
$48
$49
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — DFSU
288
Institutional Holders
+12 vs prior quarter
0.0%
Ownership
+0.00pp
2B
Total Invested
31
New Positions
130
Increased
87
Reduced
9
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (301 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Retirement Solution LLC | 5,478,280 | $261M | +11,912 | +0.2% | 14Q | SEC ↗ |
| 2 | AWM CAPITAL, LLC | 3,511,890 | $167M | +230,939 | +7.0% | 15Q | SEC ↗ |
| 3 | Quantum Financial Advisors, LLC | 2,379,557 | $113M | -22,007 | -0.9% | 14Q | SEC ↗ |
| 4 | Focus Partners Wealth | 2,160,532 | $103M | +227,971 | +11.8% | 8Q | SEC ↗ |
| 5 | MASECO LLP | 2,068,712 | $98M | +44,357 | +2.2% | 5Q | SEC ↗ |
| 6 | Citrine Capital LLC | 1,569,106 | $75M | +189,964 | +13.8% | 7Q | SEC ↗ |
| 7 | Pathstone Holdings, LLC | 1,508,057 | $72M | +275,779 | +22.4% | 11Q | SEC ↗ |
| 8 | Abacus Wealth Partners, LLC | 1,300,763 | $62M | +19,051 | +1.5% | 15Q | SEC ↗ |
| 9 | EP Wealth Advisors, LLC | 734,838 | $35M | +30,736 | +4.4% | 2Q | SEC ↗ |
| 10 | Savant Capital, LLC | 549,074 | $26M | +91,959 | +20.1% | 12Q | SEC ↗ |
| 11 | Five Oceans Advisors | 489,837 | $23M | +22,508 | +4.8% | 14Q | SEC ↗ |
| 12 | Forum Financial Management, LP | 471,383 | $22M | +21,800 | +4.8% | 14Q | SEC ↗ |
| 13 | MERCER GLOBAL ADVISORS INC /ADV | 460,197 | $22M | +77,003 | +20.1% | 11Q | SEC ↗ |
| 14 | Pure Financial Advisors, LLC | 419,670 | $20M | +10,442 | +2.6% | 9Q | SEC ↗ |
| 15 | Focus Partners Advisor Solutions, LLC | 416,292 | $20M | +11,626 | +2.9% | 14Q | SEC ↗ |
| 16 | WEALTH ENHANCEMENT ADVISORY SERVICES, | 415,678 | $20M | -14,264 | -3.3% | 12Q | SEC ↗ |
| 17 | Apella Capital, LLC | 409,314 | $19M | +13,871 | +3.5% | 13Q | SEC ↗ |
| 18 | Gibson Capital, LLC | 375,765 | $18M | — | +0.0% | 13Q | SEC ↗ |
| 19 | Beacon Pointe Advisors, LLC | 341,750 | $16M | +4,713 | +1.4% | 4Q | SEC ↗ |
| 20 | Simplicity Wealth,LLC | 319,712 | $15M | +22,506 | +7.6% | 4Q | SEC ↗ |
| 21 | Triune Financial Partners, LLC | 281,794 | $13M | +81 | +0.0% | 5Q | SEC ↗ |
| 22 | TCI Wealth Advisors, Inc. | 275,091 | $13M | +4,099 | +1.5% | 15Q | SEC ↗ |
| 23 | Wealth Architects, LLC | 267,678 | $13M | +593 | +0.2% | 13Q | SEC ↗ |
| 24 | OneDigital Investment Advisors LLC | 267,228 | $13M | +38,310 | +16.7% | 11Q | SEC ↗ |
| 25 | QUARRY HILL ADVISORS, LLC | 257,533 | $12M | +13,597 | +5.6% | 15Q | SEC ↗ |
| 26 | New Capital Management LP | 247,912 | $12M | +422 | +0.2% | 12Q | SEC ↗ |
| 27 | Betterment LLC | 246,132 | $12M | -15,595 | -6.0% | 10Q | SEC ↗ |
| 28 | Elser Financial Planning, Inc | 242,897 | $12M | +16,858 | +7.5% | 2Q | SEC ↗ |
| 29 | BRIGHTON JONES LLC | 233,340 | $11M | +28,673 | +14.0% | 13Q | SEC ↗ |
| 30 | NWAM LLC | 210,940 | $10M | +1,590 | +0.8% | 8Q | SEC ↗ |
| 31 | Corient Private Wealth LP | 206,975 | $10M | -6,799 | -3.2% | 11Q | SEC ↗ |
| 32 | SJS Investment Consulting Inc. | 194,776 | $9M | -15,568 | -7.4% | 15Q | SEC ↗ |
| 33 | Momentous Wealth Management, Inc. | 194,319 | $9M | +256 | +0.1% | 7Q | SEC ↗ |
| 34 | Planning Center, Inc. | 186,762 | $9M | +2,019 | +1.1% | 15Q | SEC ↗ |
| 35 | LPL Financial LLC | 185,046 | $9M | +17,328 | +10.3% | 12Q | SEC ↗ |
| 36 | Cardinal Point Capital Management ULC | 182,564 | $9M | -250 | -0.1% | 10Q | SEC ↗ |
| 37 | Wealthspire Advisors, LLC | 173,982 | $8M | +156,346 | +886.5% | 8Q | SEC ↗ |
| 38 | Equita Financial Network, Inc. | 159,672 | $8M | +40,570 | +34.1% | 8Q | SEC ↗ |
| 39 | Composition Wealth, LLC | 158,946 | $8M | +26,406 | +19.9% | 4Q | SEC ↗ |
| 40 | Clarity Wealth Development LLC NEW | 156,216 | $7M | — | +0.0% | 1Q | SEC ↗ |
| 41 | Sequoia Financial Advisors, LLC | 150,199 | $7M | -1,199 | -0.8% | 6Q | SEC ↗ |
| 42 | ELEVATION WEALTH PARTNERS, LLC | 143,443 | $7M | -677 | -0.5% | 13Q | SEC ↗ |
| 43 | Allodium Investment Consultants, LLC | 142,553 | $7M | -3,384 | -2.3% | 7Q | SEC ↗ |
| 44 | RAM Investment Partners, LLC | 136,596 | $7M | +7,981 | +6.2% | 15Q | SEC ↗ |
| 45 | Donalies Financial Planning, LLC | 132,972 | $6M | -2,152 | -1.6% | 3Q | SEC ↗ |
| 46 | Vise Technologies, Inc. | 131,054 | $6M | +74,465 | +131.6% | 4Q | SEC ↗ |
| 47 | Root Financial Partners, LLC | 129,700 | $6M | +15,591 | +13.7% | 7Q | SEC ↗ |
| 48 | BROWN ADVISORY INC | 129,060 | $6M | +6,929 | +5.7% | 5Q | SEC ↗ |
| 49 | Wealth Management Strategies, Inc. | 124,022 | $6M | -121 | -0.1% | 7Q | SEC ↗ |
| 50 | Foster Group, Inc. | 115,631 | $6M | -2,214 | -1.9% | 9Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Clarity Wealth Development LLC | 156,216 | $7M |
| BEACON HILL WEALTH MANAGEMENT LTD. | 78,481 | $4M |
| Cerity Partners LLC | 45,034 | $2M |
| Private Wealth Management Group, LL | 40,482 | $2M |
| MARS JEWETT FINANCIAL GROUP, INC. | 28,241 | $1M |
| Squire Investment Management Compan | 18,265 | $869K |
| Tillman Hartley LLC | 17,174 | $817K |
| Laird Norton Wetherby Trust Company | 16,150 | $769K |
| HB Wealth Management, LLC | 14,521 | $691K |
| GARRISON POINT ADVISORS, LLC | 9,364 | $446K |
| Compound Planning, Inc. | 7,926 | $377K |
| Cetera Investment Advisers | 6,906 | $329K |
| AQR CAPITAL MANAGEMENT LLC | 5,221 | $248K |
| BIP Wealth, LLC | 5,015 | $239K |
| CITADEL ADVISORS LLC | 4,882 | $232K |
| Sterling Wealth Management, Inc. | 4,870 | $232K |
| SageOak Financial, LLC | 4,792 | $228K |
| Bedel Financial Consulting, Inc. | 4,769 | $227K |
| DIXON FNANCIAL SERVICES, INC. | 4,743 | $226K |
| Kane Co Wealth Management, Inc. | 4,700 | $224K |
Sold Out (16)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| ProCore Advisors, LLC | 54,657 | $3M |
| JANE STREET GROUP, LLC | 49,289 | $2M |
| Caprock Group, LLC | 36,876 | $2M |
| CONSILIO WEALTH ADVISORS, LLC | 23,720 | $1M |
| BANK OF AMERICA CORP /DE | 19,061 | $907K |
| Ocean Park Asset Management, LLC | 14,112 | $672K |
| Ascentis Independent Advisors | 11,452 | $545K |
| Alpha Financial Advisors, LLC | 9,350 | $445K |
| Avise Financial Cooperative, Inc. | 9,002 | $428K |
| Legacy Private Trust Co. | 7,547 | $359K |
| Parkwoods Wealth Partners, LLC | 7,027 | $334K |
| Creative Planning | 5,936 | $282K |
| Wealth Preservation Advisors, LLC | 3,245 | $154K |
| RED LIGHTHOUSE INVESTMENT MANAGEMEN | 1,948 | $93K |
| MAI Capital Management | 138 | $7K |
| SYM FINANCIAL Corp | 120 | $6K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Pathstone Holdings, LLC | +275,779 | +22.4% | 1,508,057 |
| AWM CAPITAL, LLC | +230,939 | +7.0% | 3,511,890 |
| Focus Partners Wealth | +227,971 | +11.8% | 2,160,532 |
| Citrine Capital LLC | +189,964 | +13.8% | 1,569,106 |
| Wealthspire Advisors, LLC | +156,346 | +886.5% | 173,982 |
| Savant Capital, LLC | +91,959 | +20.1% | 549,074 |
| MERCER GLOBAL ADVISORS INC /ADV | +77,003 | +20.1% | 460,197 |
| Vise Technologies, Inc. | +74,465 | +131.6% | 131,054 |
| MISSION WEALTH MANAGEMENT, LP | +54,483 | +214.6% | 79,869 |
| OSAIC HOLDINGS, INC. | +45,112 | +209.8% | 66,613 |
| MASECO LLP | +44,357 | +2.2% | 2,068,712 |
| Equita Financial Network, Inc. | +40,570 | +34.1% | 159,672 |
| OneDigital Investment Advisors LLC | +38,310 | +16.7% | 267,228 |
| EP Wealth Advisors, LLC | +30,736 | +4.4% | 734,838 |
| BRIGHTON JONES LLC | +28,673 | +14.0% | 233,340 |
| Composition Wealth, LLC | +26,406 | +19.9% | 158,946 |
| ROYAL BANK OF CANADA | +23,716 | +97.3% | 48,082 |
| Five Oceans Advisors | +22,508 | +4.8% | 489,837 |
| Simplicity Wealth,LLC | +22,506 | +7.6% | 319,712 |
| JPMORGAN CHASE & CO | +21,912 | +90.4% | 46,143 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Broadhurst Jeffrey B | -121,013 | -71.9% | 47,237 |
| Addison Advisors LLC | -38,591 | -39.5% | 59,027 |
| Monument Group Wealth Advisors, LLC | -32,019 | -81.8% | 7,103 |
| Quantum Financial Advisors, LLC | -22,007 | -0.9% | 2,379,557 |
| Truepoint, Inc. | -17,225 | -18.6% | 75,152 |
| Betterment LLC | -15,595 | -6.0% | 246,132 |
| SJS Investment Consulting Inc. | -15,568 | -7.4% | 194,776 |
| MML INVESTORS SERVICES, LLC | -14,769 | -46.5% | 16,980 |
| WEALTH ENHANCEMENT ADVISORY SERVICE | -14,264 | -3.3% | 415,678 |
| Rockbridge Investment Management, L | -13,635 | -10.7% | 114,373 |
| Clearstead Advisors, LLC | -9,918 | -34.9% | 18,463 |
| GTS SECURITIES LLC | -7,371 | -29.4% | 17,740 |
| Corient Private Wealth LP | -6,799 | -3.2% | 206,975 |
| Silver Oak Advisory Group, Inc. | -6,471 | -40.2% | 9,642 |
| 3 FACTOR INDEXING, LLC | -5,985 | -22.1% | 21,112 |
| NewEdge Advisors, LLC | -5,972 | -13.0% | 40,048 |
| Private Advisor Group, LLC | -5,944 | -11.1% | 47,690 |
| Northland Capital Management LLC | -5,053 | -5.1% | 93,107 |
| Sellwood Investment Partners LLC | -4,588 | -11.2% | 36,250 |
| D.A. DAVIDSON & CO. | -4,205 | -9.0% | 42,438 |