Dimensional US Sus CORE1 ETFDFSUETF
13F holders, Q1 2024 (March 31)126holders
1famous investor
$34.40avg. 13F price*
At the end of Q1 2024, 126 institutions reported holding Dimensional US Sus CORE1 ETF (DFSU) in their 13F filings. The largest holders were Retirement Solution LLC ($210.1M), Quantum Financial Advisors, LLC ($69.3M) and Awm Capital, LLC ($65.4M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Dimensional US Sus CORE1 ETF
- CUSIP
- 25434V716
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 18 | $9.3M |
| Exits | 7 | $199.6M |
Ownership 126 holders
| Retirement Solution LLC | 56.93% | Reduce -1.1% | 6,106,183 | $210.1M |
| Quantum Financial Advisors, LLC | 12.76% | Add +12.5% | 2,014,622 | $69.3M |
| Awm Capital, LLC | 10.91% | Add +15.1% | 1,900,603 | $65.4M |
| Merriman Wealth Management, LLC | 1.55% | Add +3.0% | 1,009,233 | $34.7M |
| Abacus Wealth Partners, LLC | 5.18% | Add +1.4% | 897,771 | $30.9M |
| Adero Partners, LLC | 1.17% | Add +14.3% | 448,318 | $15.4M |
| Gibson Capital, LLC | 3.15% | No change | 419,424 | $14.4M |
| Forum Financial Management, LP | 0.22% | Add +6.0% | 376,561 | $13.0M |
| Wealth Enhancement Advisory Services, LLC | 0.03% | Add +6.2% | 339,510 | $11.7M |
| Heritage Financial Services, LLC | 1.61% | Add +30.4% | 314,235 | $10.8M |
| New Capital Management LP | 3.19% | Add +26.0% | 310,358 | $10.7M |
| Focus Partners Advisor Solutions, LLC | 0.28% | Reduce -0.6% | 285,491 | $9.8M |
| Pathstone Holdings, LLC | 0.03% | Reduce -4.0% | 206,819 | $7.1M |
| Corient Private Wealth LP | 0.01% | Reduce -2.7% | 202,965 | $7.0M |
| Planning Center, Inc. | 1.52% | Add +1.2% | 202,632 | $7.0M |
| Nwam LLC | 0.51% | Reduce -2.6% | 183,430 | $6.3M |
| Buckingham Strategic Wealth, LLC | 0.06% | Add +20.2% | 173,782 | $6.0M |
| Quarry Hill Advisors, LLC | 3.64% | Reduce -0.0% | 143,687 | $4.9M |
| Willow Creek Wealth Management Inc. | 0.52% | Add +62.3% | 129,685 | $4.5M |
| Northland Capital Management LLC | 2.63% | Reduce -1.8% | 109,278 | $3.8M |
| MB Generational Wealth, LLC | 2.83% | Add +0.1% | 104,644 | $3.6M |
| Apella Capital, LLC | 0.17% | Add +82.1% | 99,012 | $3.4M |
| BetterWealth, LLC | 1.03% | Reduce -4.1% | 91,662 | $3.2M |
| Syverson Strege & Co | 1.10% | Reduce -2.2% | 89,033 | $3.1M |
| SJS Investment Consulting Inc. | 0.60% | Add +256.1% | 86,647 | $3.0M |
| Brighton Jones LLC | 0.11% | Add +11.3% | 86,012 | $3.0M |
| Five Oceans Advisors | 1.34% | Add +50.4% | 75,937 | $2.6M |
| RAM Investment Partners, LLC | 0.75% | Add +13.8% | 69,730 | $2.4M |
| OneDigital Investment Advisors LLC | 0.04% | Add +201.0% | 69,439 | $2.4M |
| Susquehanna International Group, LLP | 0.00% | Add +71.4% | 67,477 | $2.3M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -2.6% | 62,097 | $2.1M |
| Advisory Services & Investments, LLC | 1.46% | New | 61,308 | $2.1M |
| Rockbridge Investment Management, LCC | 0.30% | Add +1.3% | 60,300 | $2.1M |
| Chicago Partners Investment Group LLC | 0.09% | Add +19.0% | 61,362 | $2.0M |
| DiNuzzo Private Wealth, Inc. | 0.27% | Add +0.7% | 58,121 | $2.0M |
| Trellis Wealth Advisors LLC | 1.12% | Add +0.3% | 57,515 | $2.0M |
| Addison Advisors LLC | 0.68% | Add +12.5% | 57,188 | $2.0M |
| NewEdge Advisors, LLC | 0.02% | Add +0.0% | 54,557 | $1.9M |
| Waypoint Wealth Partners Inc. | 0.53% | Add +79.2% | 54,081 | $1.9M |
| RW Investment Management LLC | 0.25% | Add +18.3% | 52,690 | $1.8M |
| Asset Dedication, LLC | 0.13% | Reduce -1.9% | 50,984 | $1.8M |
| LifePro Asset Management | 1.14% | Add +585.4% | 50,081 | $1.7M |
| Private Advisor Group, LLC | 0.01% | New | 43,730 | $1.5M |
| Truepoint, Inc. | 0.04% | Add +74.4% | 42,103 | $1.4M |
| Wealth Architects, LLC | 0.19% | Add +5.7% | 42,049 | $1.4M |
| Modera Wealth Management, LLC | 0.02% | Reduce -0.7% | 42,023 | $1.4M |
| Level Financial Advisors | 0.62% | Add +1259.0% | 39,913 | $1.4M |
| EnRich Financial Partners LLC | 0.50% | Reduce -3.1% | 38,993 | $1.3M |
| Shira Ridge Wealth Management | 0.70% | Add +5.1% | 35,611 | $1.2M |
| Cahill Financial Advisors Inc. | 0.16% | Add +53.5% | 34,383 | $1.2M |
| Physician Wealth Advisors, Inc. | 0.24% | New | 35,200 | $1.2M |
| Carlson Capital Management | 0.05% | Reduce -10.7% | 32,825 | $1.1M |
| Cambridge Financial Group, LLC | 0.53% | Add +31.2% | 32,454 | $1.1M |
| Orion Capital Management LLC | 0.56% | Add +0.1% | 30,384 | $1.0M |
| Walden Wealth Partners LLC | 0.60% | No change | 30,618 | $1.0M |
| Morling Financial Advisors, LLC | 0.57% | Add +0.1% | 29,218 | $1.0M |
| LPL Financial LLC | 0.00% | Add +58.5% | 28,549 | $982K |
| Cordant, Inc. | 0.57% | Add +11.3% | 28,465 | $979K |
| Monument Group Wealth Advisors, LLC | 0.69% | Add +132.7% | 27,100 | $933K |
| Jane Street Group, LLC | 0.00% | Reduce -69.4% | 25,760 | $886K |
| Schwarz Dygos Wheeler Investment Advisors LLC | 0.25% | Add +7.7% | 25,095 | $864K |
| Cardinal Point Capital Management ULC | 0.16% | New | 24,440 | $841K |
| Mills Wealth Advisors LLC | 0.61% | Add +4.6% | 24,166 | $832K |
| TCI Wealth Advisors, Inc. | 0.08% | Add +9.8% | 24,054 | $828K |
| D.A. Davidson & Co. | 0.01% | Add +78.6% | 21,925 | $754K |
| Citadel Advisors | 0.00% | New | 20,383 | $701K |
| Investment Advisory Group, LLC | 0.29% | No change | 20,269 | $697K |
| FirstPurpose Wealth LLC | 0.25% | Add +78.0% | 20,679 | $693K |
| Tanager Wealth Management LLP | 0.10% | Add +13.7% | 18,775 | $646K |
| Financial Connections Group, Inc. | 0.71% | Add +6.9% | 18,752 | $646K |
| Ledgewood Wealth Advisors, LLC | 0.58% | No change | 18,130 | $624K |
| Henrickson Nauta Wealth Advisors, Inc. | 0.26% | Add +0.5% | 17,322 | $580K |
| Rehmann Capital Advisory Group | 0.04% | Add +20.9% | 16,758 | $577K |
| Opes Wealth Management LLC | 0.13% | New | 16,396 | $564K |
| Grand Wealth Management, LLC | 0.27% | No change | 16,216 | $558K |
| Stifel Financial Corp. | 0.00% | Add +15.1% | 14,288 | $492K |
| North Ridge Wealth Advisors, Inc. | 0.38% | Reduce -1.0% | 14,240 | $490K |
| Greenspring Advisors, LLC | 0.11% | No change | 12,767 | $439K |
| Forvis Mazars Wealth Advisors, LLC | 0.01% | Reduce -3.2% | 12,284 | $423K |
| Ruedi Wealth Management, Inc. | 0.16% | No change | 11,189 | $385K |
| Tortoise Investment Management, LLC | 0.05% | Add +1.5% | 11,000 | $379K |
| Kestra Advisory Services, LLC | 0.00% | Add +4.0% | 10,958 | $377K |
| Passive Capital Management, LLC. | 0.15% | No change | 10,800 | $372K |
| Betterment LLC | 0.00% | New | 10,299 | $354K |
| AdvisorNet Financial, Inc | 0.03% | Reduce -59.3% | 10,199 | $351K |
| Grey Street Capital, LLC | 0.05% | New | 10,000 | $344K |
| Prime Capital Investment Advisors, LLC | 0.00% | Reduce -2.2% | 9,958 | $343K |
| Envestnet Asset Management Inc. | 0.00% | Add +17.9% | 9,894 | $340K |
| Savant Capital, LLC | 0.00% | Reduce -43.7% | 9,505 | $327K |
| Creative Capital Management Investments LLC | 0.17% | Add +87.1% | 9,368 | $322K |
| Laurel Wealth Planning LLC | 0.20% | No change | 8,922 | $307K |
| Royal Bank of Canada | 0.00% | New | 8,786 | $302K |
| Mariner, LLC | 0.00% | New | 8,128 | $280K |
| Altiora Financial Group, LLC | 0.07% | New | 8,000 | $275K |
| Hutchinson Capital Management | 0.05% | No change | 7,751 | $267K |
| Towneley Capital Management, Inc / DE | 0.06% | Add +2.9% | 7,576 | $261K |
| Meritas Wealth Management, LLC | 0.18% | No change | 7,519 | $259K |
| Acorn Creek Capital LLC | 0.16% | Reduce -5.0% | 7,494 | $258K |
| Mercer Global Advisors Inc. | 0.00% | No change | 7,072 | $243K |
| Sutton Place Investors LLC | 0.12% | New | 7,000 | $241K |
| JPMorgan Chase & Co. | 0.00% | Add +2690.4% | 6,948 | $239K |
| HighTower Advisors, LLC | 0.00% | Add +0.1% | 6,893 | $237K |
| Family Wealth Partners, LLC | 0.13% | Add +0.5% | 6,681 | $230K |
| Silver Oak Advisory Group, Inc. | 0.13% | New | 6,493 | $224K |
| Flagstone Financial Management | 0.09% | New | 6,496 | $224K |
| Farther Finance Advisors, LLC | 0.01% | No change | 6,508 | $223K |
| Red Tortoise LLC | 0.09% | Add +0.2% | 4,727 | $163K |
| JFS Wealth Advisors, LLC | 0.01% | No change | 4,713 | $162K |
| Osaic Holdings, Inc. | 0.00% | Add +0.1% | 4,222 | $145K |
| Glassman Wealth Services | 0.03% | Add +21.1% | 3,778 | $130K |
| Red Lighthouse Investment Management, LLC | 0.05% | No change | 3,743 | $129K |
| True Wealth Design, LLC | 0.03% | Reduce -3.6% | 3,719 | $128K |
| Criterion Capital Advisors, LLC | 0.08% | Add +78.6% | 3,498 | $120K |
| Clearstead Advisors, LLC | 0.01% | New | 3,423 | $116K |
| LRI Investments, LLC | 0.03% | — | 3,041 | $105K |
| Glass Jacobson Investment Advisors llc | 0.04% | Add +1075.2% | 2,750 | $95K |
| Elevation Wealth Partners, LLC | 0.04% | Reduce -1.2% | 2,439 | $84K |
| C M Bidwell & Associates Ltd. | 0.04% | New | 1,500 | $52K |
| Cardiff Park Advisors, LLC | 0.00% | Add +31.7% | 1,266 | $44K |
| Signature Resources Capital Management, LLC | 0.01% | No change | 447 | $14K |
| Aptus Capital Advisors, LLC | 0.00% | New | 326 | $11K |
| Avior Wealth Management, LLC | 0.00% | Add +0.3% | 299 | $10K |
| UBS Group AG | 0.00% | Add +236.5% | 212 | $7K |
| SYM FINANCIAL Corp | 0.00% | No change | 120 | $4K |
| Quent Capital, LLC | 0.00% | Add +100.0% | 2 | $69 |
| FMR LLC | 0.00% | New | 1 | $34 |
"% of holder's portfolio" is DFSU's weight in each manager's 13F, not the share of Dimensional US Sus CORE1 ETF the manager owns.