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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
   JANE STREET GROUP LLC 2126 *New 2023-12-31 84,190 $2,621,000 84,190
   Advisory Services & Investments LLC 15 *New 2024-03-31 61,308 $2,110,000 61,308
   Rockbridge Investment Management LCC 37 *New 2023-12-31 59,526 $1,853,000 59,526
   Private Advisor Group LLC 956 *New 2024-03-31 43,730 $1,505,000 43,730
   UMA Financial Services Inc. 62 *New 2024-03-31 35,200 $1,152,000 35,200
   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
   Opes Wealth Management LLC 76 *New 2024-03-31 16,396 $564,000 16,396
   TWO SIGMA INVESTMENTS LLC 2323 *New 2023-12-31 16,100 $501,000 16,100
   Betterment LLC 292 *New 2024-03-31 10,299 $354,000 10,299
   Altiora Financial Group LLC 73 *New 2024-03-31 8,000 $275,000 8,000
   SUTTON PLACE INVESTORS LLC 135 *New 2024-03-31 7,000 $241,000 7,000
   Flagstone Financial Management 42 *New 2024-03-31 6,496 $224,000 6,496
   Silver Oak Advisory Group Inc. 61 *New 2024-03-31 6,493 $224,000 6,493
   True Wealth Design LLC 127 *New 2023-12-31 3,859 $120,000 3,859
  15 Records found
  1    
  Page 1 of 1
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