Who Owns DFSU?
Dimensional - US Sustainability Core 1 ETF — Institutional Ownership & 13F Holdings
$44.69
-0.29 (-0.64%)
Market Cap
$1.9B
Shares Outstanding
41,668,765
Institutional Holders
198
Total Inst. Value
$848.9M
% of Float Held
—
QoQ Holder Change
+124
Institutional data as of Q1 2025
New Positions
65
Closed Positions
15
Increased
75
Decreased
32
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | Retirement Solution LLC | $194.3M | 5,425,580 |
| 2 | AWM CAPITAL, LLC | $109.4M | 3,054,238 |
| 3 | Quantum Financial Advisors, LLC | $81.7M | 2,280,462 |
| 4 | Focus Partners Wealth | $43.5M | 1,215,572 |
| 5 | Citrine Capital LLCNew | $35.6M | 993,844 |
| 6 | Abacus Wealth Partners, LLC | $34.8M | 972,205 |
| 7 | LongView Asset Management LLC | $23.7M | 661,609 |
| 8 | Adero Partners, LLC | $20.2M | 563,186 |
| 9 | Gibson Capital, LLC | $15.2M | 401,323 |
| 10 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $14.8M | 412,711 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| AWM CAPITAL, LLC | +117K | $109.4M |
| Quantum Financial Advisors, LLC | +10K | $81.7M |
| Focus Partners Wealth | +984K | $43.5M |
| Citrine Capital LLCNew | +994K | $35.6M |
| Abacus Wealth Partners, LLC | +1K | $34.8M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| Wolfstich Capital, LLC | -277K | $2.0M |
| Retirement Solution LLC | -240K | $194.3M |
| Wealth Architects, LLC | -74K | $3.2M |
| PENOBSCOT WEALTH MANAGEMENT | -28K | $203K |
| FIDUCIARY FINANCIAL GROUP, LLC | -20K | $765K |
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Frequently Asked Questions
How many institutional investors hold DFSU?
As of Q1 2025, 198 institutional investors report holding DFSU (Dimensional - US Sustainability Core 1 ETF) in their 13F filings.
Which hedge fund owns the most DFSU?
The largest institutional holder of DFSU is Retirement Solution LLC with $194.3M in shares.
Are institutions buying or selling DFSU?
This quarter, 65 institutions opened new positions in DFSU and 15 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.