Dimensional US Sus CORE1 ETFDFSUETF
13F holders, Q2 2024 (June 30)141holders +15
17new positions
4sold out
2famous investors
$34.88avg. 13F price*
At the end of Q2 2024, 141 institutions reported holding Dimensional US Sus CORE1 ETF (DFSU) in their 13F filings, up 15 from Q1 2024. 17 opened new positions and 4 sold out. The largest holders were Retirement Solution LLC ($209.2M), Quantum Financial Advisors, LLC ($74.7M) and Awm Capital, LLC ($74.5M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and Israel Englander (0.0% of Millennium Management'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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 17 | $6.4M |
| Exits | 4 | $6.6M |
All 13F filers, Q1 2024 → Q2 2024: 1,401,151 shares bought and 441,090 shares sold, net +960,061 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 141 holders
| Retirement Solution LLC | 56.20% | Reduce -1.7% | 5,999,862 | $209.2M |
| Quantum Financial Advisors, LLC | 13.12% | Add +6.4% | 2,142,767 | $74.7M |
| Awm Capital, LLC | 11.32% | Add +12.4% | 2,135,935 | $74.5M |
| Merriman Wealth Management, LLC | 1.53% | Reduce -0.3% | 1,006,579 | $35.1M |
| Abacus Wealth Partners, LLC | 5.29% | Add +2.1% | 916,245 | $31.9M |
| Adero Partners, LLC | 1.27% | Add +11.7% | 500,611 | $17.5M |
| Gibson Capital, LLC | 3.09% | Reduce -4.3% | 401,323 | $14.0M |
| Forum Financial Management, LP | 0.25% | Add +4.8% | 394,574 | $13.8M |
| Wealth Enhancement Advisory Services, LLC | 0.03% | Add +5.2% | 357,042 | $12.4M |
| Heritage Financial Services, LLC | 1.56% | Reduce -0.5% | 312,681 | $10.9M |
| New Capital Management LP | 3.34% | Add +0.7% | 312,657 | $10.9M |
| Focus Partners Advisor Solutions, LLC | 0.28% | Add +8.0% | 308,281 | $10.7M |
| Pathstone Holdings, LLC | 0.04% | Add +19.8% | 247,665 | $8.6M |
| Elser Financial Planning, Inc | 1.24% | — | 212,323 | $7.4M |
| Planning Center, Inc. | 0.93% | Add +0.7% | 204,029 | $7.1M |
| Corient Private Wealth LP | 0.01% | Reduce -1.0% | 200,991 | $7.0M |
| Buckingham Strategic Wealth, LLC | 0.07% | Add +13.6% | 197,438 | $6.9M |
| Strategic Investment Solutions, Inc. | 2.12% | — | 182,692 | $6.6M |
| Willow Creek Wealth Management Inc. | 0.73% | Add +42.5% | 184,806 | $6.4M |
| Quarry Hill Advisors, LLC | 3.95% | Add +17.8% | 169,291 | $5.9M |
| Cardinal Point Capital Management ULC | 0.96% | Add +550.6% | 159,010 | $5.5M |
| SJS Investment Consulting Inc. | 1.02% | Add +74.2% | 150,927 | $5.3M |
| OneDigital Investment Advisors LLC | 0.06% | Add +82.0% | 126,369 | $4.4M |
| Northland Capital Management LLC | 3.00% | Add +12.7% | 123,100 | $4.3M |
| Waypoint Wealth Partners Inc. | 1.23% | Add +123.3% | 120,776 | $4.2M |
| Apella Capital, LLC | 0.18% | Add +17.5% | 116,383 | $4.1M |
| Wealth Architects, LLC | 0.47% | Add +163.7% | 110,897 | $3.9M |
| Brighton Jones LLC | 0.11% | Add +7.5% | 92,456 | $3.2M |
| Syverson Strege & Co | 1.09% | Add +3.5% | 92,155 | $3.2M |
| MB Generational Wealth, LLC | 2.41% | Reduce -14.9% | 89,078 | $3.1M |
| BetterWealth, LLC | 0.97% | Reduce -5.0% | 87,050 | $3.0M |
| RAM Investment Partners, LLC | 0.83% | Add +17.7% | 82,095 | $2.9M |
| Five Oceans Advisors | 1.37% | Reduce -1.4% | 74,884 | $2.6M |
| Chicago Partners Investment Group LLC | 0.10% | Add +16.1% | 71,224 | $2.5M |
| Rockbridge Investment Management, LCC | 0.36% | Add +20.1% | 72,398 | $2.5M |
| Commonwealth Equity Services, LLC | 0.00% | Add +9.0% | 67,673 | $2.4M |
| Addison Advisors LLC | 0.72% | Add +12.4% | 64,288 | $2.2M |
| Advisory Services & Investments, LLC | 1.46% | Reduce -2.0% | 60,095 | $2.1M |
| Trellis Wealth Advisors LLC | 1.10% | Add +0.2% | 57,628 | $2.0M |
| Asset Dedication, LLC | 0.14% | Add +10.7% | 56,461 | $2.0M |
| DiNuzzo Private Wealth, Inc. | 0.26% | Reduce -4.8% | 55,304 | $1.9M |
| NewEdge Advisors, LLC | 0.01% | Reduce -2.2% | 53,342 | $1.9M |
| RW Investment Management LLC | 0.25% | Add +1.1% | 53,249 | $1.9M |
| Truepoint, Inc. | 0.05% | Add +25.7% | 52,924 | $1.8M |
| LifePro Asset Management | 1.32% | Add +5.3% | 52,724 | $1.8M |
| Private Advisor Group, LLC | 0.01% | Add +17.0% | 51,182 | $1.8M |
| Flow Traders U.S. LLC | 0.07% | New | 39,755 | $1.4M |
| Modera Wealth Management, LLC | 0.02% | Reduce -6.1% | 39,459 | $1.4M |
| Level Financial Advisors | 0.59% | Reduce -2.1% | 39,064 | $1.4M |
| EnRich Financial Partners LLC | 0.50% | Reduce -0.6% | 38,757 | $1.4M |
| LPL Financial LLC | 0.00% | Add +35.6% | 38,703 | $1.3M |
| Shira Ridge Wealth Management | 0.71% | Add +2.8% | 36,611 | $1.3M |
| Physician Wealth Advisors, Inc. | 0.23% | Reduce -1.0% | 34,855 | $1.3M |
| Cahill Financial Advisors Inc. | 0.16% | Reduce -0.3% | 34,285 | $1.2M |
| Cambridge Financial Group, LLC | 0.53% | Add +2.5% | 33,267 | $1.2M |
| Carlson Capital Management | 0.05% | Add +1.3% | 33,264 | $1.2M |
| Penobscot Wealth Management | 0.68% | New | 32,168 | $1.1M |
| Walden Wealth Partners LLC | 0.60% | No change | 30,618 | $1.1M |
| Morling Financial Advisors, LLC | 0.46% | Add +3.4% | 30,202 | $1.1M |
| Monument Group Wealth Advisors, LLC | 0.65% | Add +2.2% | 27,705 | $966K |
| Fiduciary Financial Group, LLC | 0.23% | — | 26,198 | $956K |
| Cordant, Inc. | 0.53% | Reduce -5.2% | 26,995 | $941K |
| TCI Wealth Advisors, Inc. | 0.09% | Add +10.3% | 26,537 | $925K |
| Altiora Financial Group, LLC | 0.22% | Add +225.0% | 26,000 | $906K |
| Schwarz Dygos Wheeler Investment Advisors LLC | 0.23% | Reduce -3.3% | 24,280 | $846K |
| Mills Wealth Advisors LLC | 0.60% | Add +0.1% | 24,195 | $843K |
| Orion Capital Management LLC | 0.44% | Reduce -21.3% | 23,914 | $834K |
| Betterment LLC | 0.00% | Add +129.9% | 23,678 | $825K |
| Susquehanna International Group, LLP | 0.00% | Reduce -67.8% | 21,747 | $758K |
| Pure Financial Advisors, LLC | 0.02% | New | 21,597 | $753K |
| D.A. Davidson & Co. | 0.01% | Reduce -1.7% | 21,560 | $752K |
| Citadel Advisors | 0.00% | Add +4.4% | 21,288 | $742K |
| Tanager Wealth Management LLP | 0.11% | Add +12.3% | 21,094 | $735K |
| Keel Point, LLC | 0.06% | New | 20,212 | $707K |
| Investment Advisory Group, LLC | 0.27% | No change | 20,269 | $707K |
| Diversify Wealth Management, LLC | 0.09% | — | 20,413 | $685K |
| Jane Street Group, LLC | 0.00% | Reduce -25.0% | 19,313 | $673K |
| Rehmann Capital Advisory Group | 0.05% | Add +11.9% | 18,759 | $654K |
| Ledgewood Wealth Advisors, LLC | 0.54% | No change | 18,130 | $632K |
| Henrickson Nauta Wealth Advisors, Inc. | 0.26% | Add +2.5% | 17,762 | $619K |
| Caprock Group, LLC | 0.02% | New | 16,500 | $575K |
| Opes Wealth Management LLC | 0.12% | Add +0.5% | 16,481 | $575K |
| Stifel Financial Corp. | 0.00% | Add +2.3% | 14,609 | $509K |
| Flagstone Financial Management | 0.18% | Add +119.2% | 14,238 | $496K |
| Savant Capital, LLC | 0.00% | Add +48.9% | 14,152 | $493K |
| North Ridge Wealth Advisors, Inc. | 0.37% | Reduce -2.4% | 13,893 | $484K |
| Foster Group, Inc. | 0.02% | New | 13,338 | $465K |
| Greenspring Advisors, LLC | 0.11% | No change | 12,767 | $445K |
| Financial Connections Group, Inc. | 0.22% | Reduce -35.5% | 12,085 | $421K |
| Forvis Mazars Wealth Advisors, LLC | 0.01% | Reduce -3.6% | 11,841 | $413K |
| Ruedi Wealth Management, Inc. | 0.15% | No change | 11,189 | $390K |
| Tortoise Investment Management, LLC | 0.04% | No change | 11,000 | $383K |
| Kestra Advisory Services, LLC | 0.00% | No change | 10,958 | $382K |
| Passive Capital Management, LLC. | 0.14% | No change | 10,800 | $376K |
| AdvisorNet Financial, Inc | 0.03% | Reduce -2.5% | 9,949 | $347K |
| Prime Capital Investment Advisors, LLC | 0.01% | Reduce -1.5% | 9,805 | $342K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -1.5% | 9,744 | $340K |
| Creative Capital Management Investments LLC | 0.16% | No change | 9,368 | $327K |
| Mariner, LLC | 0.00% | No change | 8,128 | $283K |
| Family Wealth Partners, LLC | 0.14% | Add +16.1% | 7,758 | $270K |
"% 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.