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Get Institutions for : 
Dimensional Us Sustainability Core 1 Etf (DFSU)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 105    2
Total shares held : 
 23,325,117  
% of shares held : 
 25.92%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   42  
Amount of shares held : 
 -4,946,555  
% of shares held change : 
   -5.5%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 N/A  
Last Quarter's Ending Price : 
 N/A  
Last Quarter's Average Price : 
 N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
9
 321,371
 1.38%
 
Increased Positions :
54
 1,485,410
 6.37%
 
Unchanged Positions :
28
 599,992
 2.57%
 
Decreased Positions :
14
-6,729,163
-28.85%
 
Closed Positions :
7
-24,173
-0.1%
 
Guru Positions :
0
 0%
 
            Charting Not Avaliable

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   Quantum Financial Advisors LLC 2 - 2024-03-31 2,014,622 $69,323,000 223,594
   AWM CAPITAL LLC 3 - 2024-03-31 1,900,603 $65,400,000 249,737
   MERRIMAN WEALTH MANAGEMENT, LLC 14 - 2024-03-31 1,009,233 $34,728,000 29,429
   Abacus Wealth Partners LLC 6 - 2024-03-31 897,771 $30,892,000 12,813
   Vista Wealth Management Group LLC 19 - 2024-03-31 448,318 $15,427,000 55,993
   Forum Financial Management LP 30 - 2024-03-31 376,561 $12,957,000 21,259
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 429 - 2024-03-31 339,510 $11,683,000 19,777
   Heritage Financial Services LLC 8 - 2024-03-31 314,235 $10,813,000 73,180
   New Capital Management LP 7 - 2024-03-31 310,358 $10,679,000 64,020
   Planning Center Inc. 13 - 2024-03-31 202,632 $6,973,000 2,332
   BUCKINGHAM ASSET MANAGEMENT, LLC 134 - 2024-03-31 173,782 $5,980,000 29,240
   PATHSTONE FAMILY OFFICE, LLC 238 - 2023-09-30 214,868 $5,962,000 101,070
   MB Generational Wealth LLC 9 - 2024-03-31 104,644 $3,601,000 71
   Apella Capital LLC 78 - 2024-03-31 99,012 $3,354,000 44,644
   SJS Investment Consulting Inc. 16 - 2024-03-31 86,647 $2,982,000 62,317
   BRIGHTON JONES LLC 105 - 2024-03-31 86,012 $2,960,000 8,736
   Five Oceans Advisors 17 - 2024-03-31 75,937 $2,613,000 25,445
   Willow Creek Wealth Management Inc. 40 - 2023-12-31 79,894 $2,487,000 18,816
   RAM Investment Partners LLC 16 - 2024-03-31 69,730 $2,399,000 8,480
   Resources Investment Advisors Inc. 297 - 2024-03-31 69,439 $2,389,000 46,371
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 1587 - 2024-03-31 67,477 $2,322,000 28,119
   Rockbridge Investment Management LCC 37 - 2024-03-31 60,300 $2,075,000 774
   Chicago Partners Investment Group LLC 205 - 2024-03-31 61,362 $2,024,000 9,792
   DiNuzzo Private Wealth Inc. 27 - 2024-03-31 58,121 $2,000,000 395
   Trellis Wealth Advisors LLC 12 - 2024-03-31 57,515 $1,979,000 168
   Addison Advisors LLC 35 - 2024-03-31 57,188 $1,968,000 6,365
   Brainard Capital Management LLC 19 - 2023-03-31 73,802 $1,965,000 59
   Goss Wealth Management LLC 709 - 2024-03-31 54,557 $1,877,000 8
   Waypoint Wealth Partners Inc. 19 - 2024-03-31 54,081 $1,861,000 23,903
   LifePro Asset Management 28 - 2024-03-31 50,081 $1,723,000 42,774
   TRUEPOINT, INC. 50 - 2024-03-31 42,103 $1,449,000 17,959
   Wealth Architects LLC 58 - 2024-03-31 42,049 $1,447,000 2,248
   Level Financial Advisors Inc. 31 - 2024-03-31 39,913 $1,373,000 36,976
   Shira Ridge Wealth Management 26 - 2024-03-31 35,611 $1,225,000 1,735
   OHE FINANCIAL INC 110 - 2024-03-31 34,383 $1,183,000 11,983
   Orion Capital Management LLC 37 - 2024-03-31 30,384 $1,046,000 16
   Morling Financial Advisors LLC 24 - 2024-03-31 29,218 $1,005,000 33
   LPL FINANCIAL CORP 3141 - 2024-03-31 28,549 $982,000 10,532
   Cordant Inc. 22 - 2024-03-31 28,465 $979,000 2,879
   Monument Group Wealth Advisors LLC 14 - 2024-03-31 27,100 $933,000 15,455
   SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 64 - 2024-03-31 25,095 $864,000 1,786
   TCI Wealth Advisors Inc. 88 - 2024-03-31 24,054 $828,000 2,154
   DAVIDSON D A & CO 826 - 2024-03-31 21,925 $754,000 9,647
   FirstPurpose Wealth LLC 70 - 2024-03-31 20,679 $693,000 9,063
   Tanager Wealth Management LLP 46 - 2024-03-31 18,775 $646,000 2,256
   Financial Connections Group Inc. - 2024-03-31 18,752 $646,000 1,205
   Henrickson Nauta Wealth Advisors Inc. 39 - 2024-03-31 17,322 $580,000 92
   Rehmann Capital Advisory Group 291 - 2024-03-31 16,758 $577,000 2,900
   Baldrige Asset Management LLC 66 - 2023-03-31 21,243 $565,000 5,380
   STIFEL FINANCIAL CORP 2605 - 2024-03-31 14,288 $492,000 1,873
   Tortoise Investment Management LLC 169 - 2024-03-31 11,000 $379,000 160
   Kestra Advisory Services LLC 1828 - 2024-03-31 10,958 $377,000 421
   ENVESTNET ASSET MANAGEMENT INC 3623 - 2024-03-31 9,894 $340,000 1,504
   Creative Capital Management Investments LLC 27 - 2024-03-31 9,368 $322,000 4,361
   ROYAL BANK OF CANADA 3808 - 2024-03-31 8,786 $302,000 8,786
   Towneley Capital Management Inc / DE 40 - 2024-03-31 7,576 $261,000 210
   J P MORGAN CHASE & CO 4120 - 2024-03-31 6,948 $239,000 6,699
   HIGHTOWER ADVISORS, LLC 2822 - 2024-03-31 6,893 $237,000 5
   FAMILY WEALTH PARTNERS LLC 41 - 2024-03-31 6,681 $230,000 33
   Red Tortoise LLC 81 - 2024-03-31 4,727 $163,000 8
   Advisor Group Holdings Inc. 3914 - 2024-03-31 4,222 $145,000 6
   Glassman Wealth Services 79 - 2024-03-31 3,778 $130,000 657
   CRITERION CAPITAL ADVISORS LLC 86 - 2024-03-31 3,498 $120,000 1,539
   Glass Jacobson Investment Advisors llc 282 - 2024-03-31 2,750 $95,000 2,516
   CARDIFF PARK ADVISORS LLC 311 - 2024-03-31 1,266 $44,000 305
   UBS Group AG 6157 - 2024-03-31 212 $7,000 149
  66 Records found
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