Dimensional US Sus CORE1 ETFDFSUETF
13F holders, Q3 2024 (September 30)155holders +14
18new positions
3sold out
1famous investor
$37.19avg. 13F price*
At the end of Q3 2024, 155 institutions reported holding Dimensional US Sus CORE1 ETF (DFSU) in their 13F filings, up 14 from Q2 2024. 18 opened new positions and 3 sold out. The largest holders were Retirement Solution LLC ($217.5M), Awm Capital, LLC ($102.4M) and Quantum Financial Advisors, LLC ($83.0M). 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 Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 18 | $25.5M |
| Exits | 3 | $9.0M |
All 13F filers, Q2 2024 → Q3 2024: 2,190,398 shares bought and 445,606 shares sold, net +1,744,792 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 155 holders
| Retirement Solution LLC | 52.98% | Reduce -2.6% | 5,845,593 | $217.5M |
| Awm Capital, LLC | 12.37% | Add +28.9% | 2,754,134 | $102.4M |
| Quantum Financial Advisors, LLC | 12.99% | Add +4.2% | 2,231,633 | $83.0M |
| Merriman Wealth Management, LLC | 1.54% | Add +1.1% | 1,017,945 | $37.8M |
| Abacus Wealth Partners, LLC | 5.43% | Add +6.3% | 974,384 | $36.2M |
| Adero Partners, LLC | 1.29% | Add +4.4% | 522,743 | $19.4M |
| Wealth Enhancement Advisory Services, LLC | 0.03% | Add +13.2% | 404,096 | $15.0M |
| Gibson Capital, LLC | 3.04% | No change | 401,323 | $14.9M |
| Forum Financial Management, LP | 0.25% | Add +0.7% | 397,505 | $14.8M |
| Focus Partners Advisor Solutions, LLC | 0.27% | Add +13.0% | 348,285 | $12.9M |
| New Capital Management LP | 3.29% | Add +0.4% | 313,831 | $11.7M |
| Heritage Financial Services, LLC | 1.54% | Reduce -0.7% | 310,642 | $11.5M |
| Pathstone Holdings, LLC | 0.04% | Add +8.6% | 269,070 | $10.0M |
| Focus Partners Wealth | 0.03% | New | 232,306 | $8.6M |
| Corient Private Wealth LP | 0.01% | Add +0.8% | 202,659 | $7.5M |
| Planning Center, Inc. | 0.93% | Reduce -0.8% | 202,366 | $7.5M |
| Willow Creek Wealth Management Inc. | 0.76% | Add +4.7% | 193,511 | $7.2M |
| Nwam LLC | 0.43% | New | 189,040 | $7.0M |
| OneDigital Investment Advisors LLC | 0.08% | Add +47.7% | 186,645 | $6.9M |
| Strategic Investment Solutions, Inc. | 2.03% | Reduce -0.1% | 182,501 | $6.8M |
| Quarry Hill Advisors, LLC | 4.27% | Add +1.4% | 171,608 | $6.4M |
| Cardinal Point Capital Management ULC | 1.06% | Add +7.4% | 170,810 | $6.4M |
| SJS Investment Consulting Inc. | 1.10% | Add +11.4% | 168,092 | $6.2M |
| Northland Capital Management LLC | 2.86% | Add +9.2% | 134,454 | $5.0M |
| Apella Capital, LLC | 0.20% | Add +14.0% | 132,635 | $4.9M |
| Wealth Architects, LLC | 0.55% | Add +17.7% | 130,519 | $4.9M |
| Waypoint Wealth Partners Inc. | 1.23% | Add +3.1% | 124,473 | $4.6M |
| RAM Investment Partners, LLC | 0.96% | Add +20.6% | 98,983 | $3.7M |
| Brighton Jones LLC | 0.13% | Add +2.1% | 94,441 | $3.5M |
| Pure Financial Advisors, LLC | 0.08% | Add +315.0% | 89,625 | $3.3M |
| MB Generational Wealth, LLC | 2.35% | Reduce -1.5% | 87,705 | $3.3M |
| LifePro Asset Management | 1.98% | Add +64.6% | 86,807 | $3.2M |
| Syverson Strege & Co | 1.08% | Reduce -6.1% | 86,555 | $3.2M |
| BetterWealth, LLC | 0.94% | Reduce -1.9% | 85,433 | $3.2M |
| Asset Dedication, LLC | 0.19% | Add +31.3% | 74,124 | $2.8M |
| Addison Advisors LLC | 0.77% | Add +15.2% | 74,068 | $2.8M |
| Rockbridge Investment Management, LCC | 0.35% | Add +1.7% | 73,634 | $2.7M |
| Chicago Partners Investment Group LLC | 0.10% | Add +2.4% | 72,926 | $2.7M |
| Five Oceans Advisors | 1.27% | Reduce -4.3% | 71,628 | $2.7M |
| Commonwealth Equity Services, LLC | 0.00% | Add +5.6% | 71,443 | $2.7M |
| Truepoint, Inc. | 0.07% | Add +32.2% | 69,973 | $2.6M |
| Wealthspire Advisors, LLC | 0.02% | New | 61,236 | $2.3M |
| Trellis Wealth Advisors LLC | 1.13% | Add +5.2% | 60,643 | $2.3M |
| Advisory Services & Investments, LLC | 1.52% | Add +0.0% | 60,103 | $2.2M |
| Carlson Capital Management | 0.09% | Add +78.5% | 59,381 | $2.2M |
| NewEdge Advisors, LLC | 0.01% | Add +3.5% | 55,198 | $2.1M |
| DiNuzzo Private Wealth, Inc. | 0.25% | Reduce -0.3% | 55,122 | $2.0M |
| RW Investment Management LLC | 0.25% | Add +0.8% | 53,660 | $2.0M |
| Private Advisor Group, LLC | 0.01% | Add +4.6% | 53,521 | $2.0M |
| Level Financial Advisors | 0.67% | Add +21.2% | 47,341 | $1.8M |
| Betterment LLC | 0.00% | Add +99.6% | 47,253 | $1.8M |
| Jane Street Group, LLC | 0.00% | Add +141.2% | 46,577 | $1.7M |
| Equita Financial Network, Inc. | 0.61% | New | 45,245 | $1.7M |
| TCI Wealth Advisors, Inc. | 0.14% | Add +65.0% | 43,793 | $1.6M |
| LPL Financial LLC | 0.00% | Add +10.2% | 42,636 | $1.6M |
| Citadel Advisors | 0.00% | Add +98.2% | 42,190 | $1.6M |
| EnRich Financial Partners LLC | 0.48% | Reduce -0.1% | 38,702 | $1.4M |
| Modera Wealth Management, LLC | 0.02% | Reduce -2.4% | 38,499 | $1.4M |
| Cambridge Financial Group, LLC | 0.57% | Add +10.8% | 36,869 | $1.4M |
| Penobscot Wealth Management | 0.73% | Add +12.7% | 36,237 | $1.3M |
| Farther Finance Advisors, LLC | 0.05% | Add +452.1% | 35,934 | $1.3M |
| Fiduciary Financial Group, LLC | 0.31% | Add +36.9% | 35,862 | $1.3M |
| Aerodigm Wealth, LLC | 0.82% | New | 34,828 | $1.3M |
| Physician Wealth Advisors, Inc. | 0.23% | Reduce -1.5% | 34,337 | $1.3M |
| Cahill Financial Advisors Inc. | 0.17% | Reduce -0.5% | 34,120 | $1.3M |
| Shira Ridge Wealth Management | 0.62% | Reduce -10.4% | 32,819 | $1.2M |
| Schwarz Dygos Wheeler Investment Advisors LLC | 0.26% | Add +17.0% | 28,399 | $1.1M |
| Monument Group Wealth Advisors, LLC | 0.62% | No change | 27,705 | $1.0M |
| North Ridge Wealth Advisors, Inc. | 0.70% | Add +98.5% | 27,580 | $1.0M |
| Morling Financial Advisors, LLC | 0.37% | Reduce -13.0% | 26,267 | $977K |
| Altiora Financial Group, LLC | 0.21% | No change | 26,000 | $967K |
| Mills Wealth Advisors LLC | 0.62% | Add +0.6% | 24,349 | $905K |
| Orion Capital Management LLC | 0.43% | Reduce -0.5% | 23,804 | $885K |
| Cordant, Inc. | 0.45% | Reduce -12.7% | 23,562 | $876K |
| Susquehanna International Group, LLP | 0.00% | Add +6.4% | 23,134 | $860K |
| Caprock Group, LLC | 0.03% | Add +34.3% | 22,160 | $824K |
| Tanager Wealth Management LLP | 0.11% | Reduce -0.3% | 21,038 | $782K |
| Rehmann Capital Advisory Group | 0.05% | Add +10.7% | 20,759 | $772K |
| Investment Advisory Group, LLC | 0.26% | No change | 20,269 | $754K |
| Keel Point, LLC | 0.06% | No change | 20,212 | $751K |
| D.A. Davidson & Co. | 0.01% | Reduce -6.3% | 20,209 | $751K |
| Creative Capital Management Investments LLC | 0.30% | Add +106.5% | 19,343 | $719K |
| Stifel Financial Corp. | 0.00% | Add +32.1% | 19,300 | $718K |
| WPWealth LLP | 0.15% | New | 19,040 | $708K |
| Diversify Wealth Management, LLC | 0.07% | Reduce -9.1% | 18,558 | $694K |
| Henrickson Nauta Wealth Advisors, Inc. | 0.27% | Add +4.4% | 18,545 | $690K |
| Ledgewood Wealth Advisors, LLC | 0.45% | No change | 18,130 | $674K |
| Royal Bank of Canada | 0.00% | New | 18,089 | $673K |
| Osaic Holdings, Inc. | 0.00% | Add +612.1% | 18,010 | $670K |
| Opes Wealth Management LLC | 0.12% | Add +4.4% | 17,211 | $640K |
| Pine Harbor Wealth Management, LLC | 0.28% | New | 15,394 | $572K |
| Savant Capital, LLC | 0.00% | Add +8.5% | 15,351 | $571K |
| von Borstel & Associates, Inc. | 0.32% | — | 15,050 | $559K |
| Flagstone Financial Management | 0.18% | Add +4.2% | 14,839 | $552K |
| Hutchinson Capital Management | 0.10% | Add +82.9% | 14,177 | $527K |
| Atria Wealth Solutions, Inc. | 0.01% | New | 14,034 | $522K |
| Foster Group, Inc. | 0.02% | No change | 13,338 | $496K |
| Meritas Wealth Management, LLC | 0.30% | Add +89.3% | 13,175 | $490K |
| Greenspring Advisors, LLC | 0.10% | No change | 12,767 | $475K |
| Financial Connections Group, Inc. | 0.22% | Add +1.2% | 12,227 | $454K |
| Forvis Mazars Wealth Advisors, LLC | 0.01% | Reduce -0.3% | 11,805 | $439K |
| Shore Point Advisors, LLC | 0.23% | New | 11,501 | $428K |
| Ruedi Wealth Management, Inc. | 0.15% | Add +1.8% | 11,386 | $423K |
| Geometric Wealth Advisors | 0.08% | New | 11,046 | $411K |
| Tortoise Investment Management, LLC | 0.04% | No change | 11,000 | $409K |
| Kestra Advisory Services, LLC | 0.00% | No change | 10,958 | $407K |
| Envision Financial Planning, LLC | 0.21% | Add +73.9% | 10,861 | $404K |
| Passive Capital Management, LLC. | 0.14% | No change | 10,800 | $402K |
| AdvisorNet Financial, Inc | 0.03% | Reduce -0.2% | 9,933 | $369K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -0.2% | 9,722 | $361K |
| Prime Capital Investment Advisors, LLC | 0.00% | Reduce -5.8% | 9,234 | $343K |
| Mariner, LLC | 0.00% | Add +8.6% | 8,825 | $328K |
| Family Wealth Partners, LLC | 0.15% | Add +0.1% | 7,770 | $289K |
| Towneley Capital Management, Inc / DE | 0.07% | Add +5.1% | 7,760 | $289K |
| Austin Wealth Management, LLC | 0.06% | New | 7,515 | $277K |
| Clarius Group, LLC | 0.02% | New | 7,374 | $274K |
| Acorn Creek Capital LLC | 0.14% | Reduce -3.8% | 7,291 | $271K |
| Laurel Wealth Planning LLC | 0.18% | No change | 7,247 | $269K |
| Mercer Global Advisors Inc. | 0.00% | No change | 7,072 | $261K |
| HighTower Advisors, LLC | 0.00% | No change | 6,893 | $257K |
| Sutton Place Investors LLC | 0.16% | Reduce -0.6% | 6,910 | $257K |
| JPMorgan Chase & Co. | 0.00% | Reduce -0.6% | 6,910 | $257K |
| Silver Oak Advisory Group, Inc. | 0.12% | Add +0.2% | 6,524 | $242K |
| Austin Asset Management Co Inc | 0.05% | No change | 6,500 | $242K |
| Exencial Wealth Advisors, LLC | 0.01% | Reduce -0.4% | 5,965 | $222K |
| Physician Wealth Solutions Inc. | 0.11% | No change | 5,800 | $218K |
| Herold Advisors, Inc. | 0.05% | New | 5,697 | $212K |
| Trademark Financial Management, LLC | 0.17% | New | 5,595 | $208K |
| Jentner Corp | 0.06% | New | 5,580 | $207K |
| Elevation Wealth Partners, LLC | 0.08% | Add +71.7% | 5,027 | $187K |
| Red Tortoise LLC | 0.09% | Add +0.3% | 4,750 | $177K |
| JFS Wealth Advisors, LLC | 0.01% | No change | 4,713 | $175K |
| Glassman Wealth Services | 0.03% | Add +7.9% | 4,355 | $162K |
| McClarren Financial Advisors, Inc. | 0.02% | Add +12285.3% | 4,211 | $156K |
| Red Lighthouse Investment Management, LLC | 0.05% | No change | 3,743 | $139K |
| True Wealth Design, LLC | 0.05% | No change | 3,719 | $138K |
| Belpointe Asset Management LLC | 0.01% | Add +1.7% | 3,584 | $133K |
| Clearstead Advisors, LLC | 0.00% | No change | 3,423 | $127K |
| Criterion Capital Advisors, LLC | 0.08% | No change | 3,516 | $123K |
| Bellevue Asset Management, LLC | 0.06% | No change | 3,277 | $122K |
| LRI Investments, LLC | 0.01% | No change | 3,041 | $118K |
| Allworth Financial LP | 0.00% | Add +0.2% | 2,884 | $107K |
| Glass Jacobson Investment Advisors llc | 0.03% | Add +0.2% | 2,763 | $103K |
| Grand Wealth Management, LLC | 0.06% | Add +20.0% | 2,646 | $98K |
| IFP Advisors, Inc | 0.00% | New | 1,565 | $58K |
| C M Bidwell & Associates Ltd. | 0.03% | No change | 1,500 | $56K |
| Cardiff Park Advisors, LLC | 0.00% | Add +0.2% | 1,272 | $47K |
| Signature Resources Capital Management, LLC | 0.04% | Add +0.6% | 1,109 | $41K |
| Avior Wealth Management, LLC | 0.00% | Add +169.0% | 807 | $30K |
| Morris Financial Concepts, Inc. | 0.01% | New | 445 | $17K |
| Anfield Capital Management, LLC | 0.01% | No change | 350 | $13K |
| Elevate Wealth Advisory, Inc. | 0.01% | Add +15.0% | 337 | $13K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 326 | $12K |
| SYM FINANCIAL Corp | 0.00% | No change | 120 | $4K |
| Quent Capital, LLC | 0.00% | No change | 2 | $74 |
"% 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.