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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
   AE Wealth Management LLC 11 - 2023-12-31 6,201,623 $196,902,000 78,268
   Retirement Solution Inc. 1 - 2023-12-31 6,175,044 $192,229,000 62,450
   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
   Abacus Wealth Partners LLC 6 - 2024-03-31 897,771 $30,892,000 12,813
   MERRIMAN WEALTH MANAGEMENT, LLC 13 - 2023-12-31 979,804 $30,501,000 37,540
   GIBSON CAPITAL MANAGEMENT, LTD. 3 - 2024-03-31 419,424 $14,432,000 0
   Vista Wealth Management Group LLC 18 - 2023-12-31 392,325 $12,213,000 13,687
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 429 - 2024-03-31 339,510 $11,683,000 19,777
   Forum Financial Management LP 27 - 2023-12-31 355,302 $11,061,000 148,434
   New Capital Management LP 7 - 2024-03-31 310,358 $10,679,000 64,020
   Buckingham Strategic Partners 34 - 2023-12-31 287,186 $8,940,000 45,393
   Heritage Financial Services LLC 9 - 2023-12-31 241,055 $7,504,000 28,330
   Planning Center Inc. 13 - 2024-03-31 202,632 $6,973,000 2,332
   Pathstone Holdings LLC 354 - 2023-12-31 215,475 $6,708,000 0
   CI Private Wealth LLC 624 - 2023-12-31 208,570 $6,493,000 208,570
   PATHSTONE FAMILY OFFICE, LLC 238 - 2023-09-30 214,868 $5,962,000 101,070
   NWAM LLC 45 - 2023-12-31 188,301 $5,862,000 8,516
   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
   BUCKINGHAM ASSET MANAGEMENT, LLC 146 - 2023-12-31 144,542 $4,500,000 44,428
   Northland Capital Management LLC 12 - 2024-03-31 109,278 $3,760,000 -1,996
   Apella Capital LLC 78 - 2024-03-31 99,012 $3,354,000 44,644
   MB Generational Wealth LLC 8 - 2023-12-31 104,573 $3,255,000 0
   BetterWealth LLC 15 - 2024-03-31 91,662 $3,154,000 -3,936
   SJS Investment Consulting Inc. 16 - 2024-03-31 86,647 $2,982,000 62,317
   Syverson Strege & Co 12 *New 2023-12-31 91,036 $2,834,000 91,036
   JANE STREET GROUP LLC 2126 *New 2023-12-31 84,190 $2,621,000 84,190
   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
   BRIGHTON JONES LLC 109 - 2023-12-31 77,276 $2,406,000 29,572
   Advisory Services & Investments LLC 15 *New 2024-03-31 61,308 $2,110,000 61,308
   Chicago Partners Investment Group LLC 205 - 2024-03-31 61,362 $2,024,000 9,792
   COMMONWEALTH EQUITY SERVICES LLC. 1671 - 2023-12-31 63,771 $1,985,000 165
   Trellis Wealth Advisors LLC 12 - 2024-03-31 57,515 $1,979,000 168
   Brainard Capital Management LLC 19 - 2023-03-31 73,802 $1,965,000 59
   RAM Investment Partners LLC 16 - 2023-12-31 61,250 $1,907,000 8,550
   Waypoint Wealth Partners Inc. 19 - 2024-03-31 54,081 $1,861,000 23,903
   Rockbridge Investment Management LCC 37 *New 2023-12-31 59,526 $1,853,000 59,526
   Belpointe Asset Management LLC 125 - 2023-12-31 57,925 $1,803,000 44,759
   DiNuzzo Private Wealth Inc. 24 - 2023-12-31 57,726 $1,797,000 0
   Asset Dedication LLC 119 - 2024-03-31 50,984 $1,759,000 -972
   LifePro Asset Management 28 - 2024-03-31 50,081 $1,723,000 42,774
   Goss Wealth Management LLC 709 - 2023-12-31 54,549 $1,721,000 28,094
   Addison Advisors LLC 36 - 2023-12-31 50,823 $1,582,000 37,150
   Level Financial Advisors Inc. 31 - 2024-03-31 39,913 $1,373,000 36,976
   MODERA WEALTH MANAGEMENT, LLC 261 - 2023-12-31 42,320 $1,317,000 -2,455,670
   EnRich Financial Partners LLC 23 - 2023-12-31 40,241 $1,253,000 0
   Wealth Architects LLC 63 - 2023-12-31 39,801 $1,239,000 104
   Shira Ridge Wealth Management 26 - 2024-03-31 35,611 $1,225,000 1,735
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 2498 - 2023-12-31 39,358 $1,225,000 39,358
   UMA Financial Services Inc. 62 *New 2024-03-31 35,200 $1,152,000 35,200
   Carlson Capital Management 41 - 2024-03-31 32,825 $1,130,000 -3,936
   WALDEN WEALTH PARTNERS LLC 27 - 2024-03-31 30,618 $1,028,000 0
   Cordant Inc. 22 - 2024-03-31 28,465 $979,000 2,879
   Orion Capital Management LLC 39 - 2023-12-31 30,368 $945,000 773
   Morling Financial Advisors LLC 24 *New 2023-12-31 29,185 $909,000 29,185
   Cardinal Point Capital Management ULC 30 *New 2024-03-31 24,440 $841,000 24,440
   TRUEPOINT, INC. 104 - 2023-12-31 24,144 $752,000 0
   SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 72 - 2023-12-31 23,309 $726,000 3,542
   Resources Investment Advisors Inc. 581 *New 2023-12-31 23,068 $718,000 23,068
   OHE FINANCIAL INC 144 - 2023-12-31 22,400 $697,000 11,240
   FirstPurpose Wealth LLC 70 - 2024-03-31 20,679 $693,000 9,063
   TCI Wealth Advisors Inc. 93 - 2023-12-31 21,900 $682,000 0
   Investment Advisory Group LLC 66 - 2023-12-31 20,269 $631,000 0
   Henrickson Nauta Wealth Advisors Inc. 39 - 2024-03-31 17,322 $580,000 92
   Baldrige Asset Management LLC 66 - 2023-03-31 21,243 $565,000 5,380
   LPL FINANCIAL CORP 3519 - 2023-12-31 18,017 $561,000 9,992
   Financial Connections Group Inc. - 2023-12-31 17,547 $546,000 5,904
   SAVANT CAPITAL MANAGEMENT INC 552 - 2023-12-31 16,880 $525,000 1,847
   Tanager Wealth Management LLP 46 - 2023-12-31 16,519 $514,000 4,382
   GRAND WEALTH MANAGEMENT LLC 29 - 2023-12-31 16,216 $505,000 -37
   TWO SIGMA INVESTMENTS LLC 2323 *New 2023-12-31 16,100 $501,000 16,100
   North Ridge Wealth Advisors Inc. 30 - 2024-03-31 14,240 $490,000 -148
   Greenspring Advisors LLC 44 - 2024-03-31 12,767 $439,000 0
   Rehmann Capital Advisory Group 339 - 2023-12-31 13,858 $431,000 121
   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
   STIFEL FINANCIAL CORP 2697 - 2023-12-31 12,415 $386,000 -640
   DAVIDSON D A & CO 1039 - 2023-12-31 12,278 $382,000 -2,220
   Monument Group Wealth Advisors LLC 26 - 2023-12-31 11,645 $363,000 0
   AdvisorNet Financial Inc 361 - 2024-03-31 10,199 $351,000 -14,845
   Ruedi Wealth Management Inc. - 2023-12-31 11,189 $348,000 0
   Tortoise Investment Management LLC 171 - 2023-12-31 10,840 $337,000 0
   Kestra Advisory Services LLC 1775 - 2023-12-31 10,537 $328,000 0
   Creative Capital Management Investments LLC 27 - 2024-03-31 9,368 $322,000 4,361
   Prime Capital Investment Advisors LLC - 2023-12-31 10,180 $317,000 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
   Altiora Financial Group LLC 73 *New 2024-03-31 8,000 $275,000 8,000
   Towneley Capital Management Inc / DE 40 - 2024-03-31 7,576 $261,000 210
   ENVESTNET ASSET MANAGEMENT INC 3663 - 2023-12-31 8,390 $261,000 -7
   Meritas Wealth Management LLC 39 - 2024-03-31 7,519 $259,000 0
   ACORN CREEK CAPITAL LLC 57 - 2024-03-31 7,494 $258,000 -398
   SUTTON PLACE INVESTORS LLC 135 *New 2024-03-31 7,000 $241,000 7,000
   HUTCHINSON CAPITAL MANAGEMENT/CA 76 - 2023-12-31 7,751 $241,000 0
   FAMILY WEALTH PARTNERS LLC 41 - 2024-03-31 6,681 $230,000 33
   MERCER GLOBAL ADVISORS INC /ADV 1779 - 2023-12-31 7,072 $220,000 7,072
   HIGHTOWER ADVISORS, LLC 2889 *New 2023-12-31 6,888 $214,000 6,888
   Farther Finance Advisors LLC 550 - 2023-12-31 6,508 $203,000 0
  100 Records found
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