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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
   GIBSON CAPITAL MANAGEMENT, LTD. 3 - 2024-03-31 419,424 $14,432,000 0
   WALDEN WEALTH PARTNERS LLC 27 - 2024-03-31 30,618 $1,028,000 0
   Investment Advisory Group LLC 71 - 2024-03-31 20,269 $697,000 0
   GRAND WEALTH MANAGEMENT LLC 31 - 2024-03-31 16,216 $558,000 0
   Greenspring Advisors LLC 44 - 2024-03-31 12,767 $439,000 0
   Ruedi Wealth Management Inc. 38 - 2024-03-31 11,189 $385,000 0
   Laurel Wealth Planning LLC 46 - 2024-03-31 8,922 $307,000 0
   Passive Capital Management LLC. 47 - 2023-03-31 10,800 $287,000 0
   HUTCHINSON CAPITAL MANAGEMENT/CA 74 - 2024-03-31 7,751 $267,000 0
   Meritas Wealth Management LLC 39 - 2024-03-31 7,519 $259,000 0
   MERCER GLOBAL ADVISORS INC /ADV 1671 - 2024-03-31 7,072 $243,000 0
   Farther Finance Advisors LLC 651 - 2024-03-31 6,508 $223,000 0
   JFS WEALTH ADVISORS, LLC 260 - 2024-03-31 4,713 $162,000 0
   RED LIGHTHOUSE INVESTMENT MANAGEMENT LLC 78 - 2024-03-31 3,743 $129,000 0
   Nalls Sherbakoff Group LLC 208 - 2023-12-31 925 $29,000 0
   Signature Resources Capital Management LLC 174 - 2024-03-31 447 $14,000 0
   SYM FINANCIAL CORPORATION 164 - 2024-03-31 120 $4,000 0
   PROEQUITIES INC. 4274 - 2024-03-31 0 $0 0
  18 Records found
  1    
  Page 1 of 1
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