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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
   Retirement Solution Inc. 1 - 2024-03-31 6,106,183 $210,114,000 -68,861
   Buckingham Strategic Partners 46 - 2024-03-31 285,491 $9,824,000 -1,695
   Pathstone Holdings LLC 409 - 2024-03-31 206,819 $7,117,000 -8,656
   CI Private Wealth LLC 615 - 2024-03-31 202,965 $6,984,000 -5,605
   NWAM LLC 40 - 2024-03-31 183,430 $6,312,000 -4,871
   Strategic Investment Solutions Inc. /IL 17 - 2023-12-31 186,109 $5,794,000 -4,193,548
   QUARRY HILL ADVISORS LLC 7 - 2024-03-31 143,687 $4,944,000 -40
   Northland Capital Management LLC 12 - 2024-03-31 109,278 $3,760,000 -1,996
   BetterWealth LLC 15 - 2024-03-31 91,662 $3,154,000 -3,936
   Syverson Strege & Co 12 - 2024-03-31 89,033 $3,064,000 -2,003
   COMMONWEALTH EQUITY SERVICES LLC. 1723 - 2024-03-31 62,097 $2,137,000 -1,674
   Asset Dedication LLC 119 - 2024-03-31 50,984 $1,759,000 -972
   MODERA WEALTH MANAGEMENT, LLC 259 - 2024-03-31 42,023 $1,446,000 -297
   EnRich Financial Partners LLC 23 - 2024-03-31 38,993 $1,342,000 -1,248
   Carlson Capital Management 41 - 2024-03-31 32,825 $1,130,000 -3,936
   JANE STREET GROUP LLC 3213 - 2024-03-31 25,760 $886,000 -58,430
   North Ridge Wealth Advisors Inc. 30 - 2024-03-31 14,240 $490,000 -148
   BKD WEALTH ADVISORS LLC 305 - 2024-03-31 12,284 $423,000 -403
   Relaxing Retirement Coach 53 - 2023-06-30 13,706 $393,000 -296
   AdvisorNet Financial Inc 361 - 2024-03-31 10,199 $351,000 -14,845
   Prime Capital Investment Advisors LLC 735 - 2024-03-31 9,958 $343,000 -222
   SAVANT CAPITAL MANAGEMENT INC 873 - 2024-03-31 9,505 $327,000 -7,375
   ACORN CREEK CAPITAL LLC 57 - 2024-03-31 7,494 $258,000 -398
   True Wealth Design LLC 131 - 2024-03-31 3,719 $128,000 -140
   ZRC WEALTH MANAGEMENT LLC 176 - 2024-03-31 2,439 $84,000 -29
  25 Records found
  1    
  Page 1 of 1
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