Dimensional US Sus CORE1 ETFDFSUETF
13F holders, Q4 2024 (December 31)195holders +40
17new positions
4sold out
1famous investor
$37.86avg. 13F price*
At the end of Q4 2024, 195 institutions reported holding Dimensional US Sus CORE1 ETF (DFSU) in their 13F filings, up 40 from Q3 2024. 17 opened new positions and 4 sold out. The largest holders were Retirement Solution LLC ($214.7M), Awm Capital, LLC ($111.3M) and Quantum Financial Advisors, LLC ($86.1M). 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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 17 | $15.6M |
| Exits | 4 | $2.0M |
All 13F filers, Q3 2024 → Q4 2024: 1,328,355 shares bought and 465,248 shares sold, net +863,107 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 195 holders
| Retirement Solution LLC | 56.23% | Reduce -3.1% | 5,665,965 | $214.7M |
| Awm Capital, LLC | 13.62% | Add +6.7% | 2,937,456 | $111.3M |
| Quantum Financial Advisors, LLC | 13.12% | Add +1.8% | 2,270,848 | $86.1M |
| Merriman Wealth Management, LLC | 1.56% | Reduce -2.9% | 988,593 | $37.5M |
| Abacus Wealth Partners, LLC | 5.49% | Reduce -0.4% | 970,891 | $36.8M |
| Citrine Capital LLC | 24.08% | — | 862,369 | $32.7M |
| LongView Asset Management LLC | 20.68% | — | 626,158 | $23.7M |
| Adero Partners, LLC | 1.41% | Add +10.2% | 575,789 | $21.8M |
| Wealth Enhancement Advisory Services, LLC | 0.03% | Add +3.1% | 416,575 | $15.8M |
| Gibson Capital, LLC | 3.11% | No change | 401,323 | $15.2M |
| Forum Financial Management, LP | 0.25% | Add +0.3% | 398,648 | $15.1M |
| Pathstone Holdings, LLC | 0.06% | Add +30.3% | 350,633 | $13.5M |
| Focus Partners Advisor Solutions, LLC | 0.23% | Add +1.4% | 353,259 | $13.4M |
| New Capital Management LP | 3.76% | Add +8.2% | 339,573 | $12.9M |
| Heritage Financial Services, LLC | 1.53% | Reduce -1.9% | 304,817 | $11.6M |
| Wolfstich Capital, LLC | 9.33% | — | 277,702 | $10.5M |
| Willow Creek Wealth Management Inc. | 0.99% | Add +31.9% | 255,168 | $9.7M |
| Blue Oak Capital, LLC | 5.61% | — | 243,480 | $9.2M |
| Focus Partners Wealth | 0.02% | Reduce -0.3% | 231,629 | $8.8M |
| Elser Financial Planning, Inc | 0.50% | New | 221,004 | $8.4M |
| Nwam LLC | 0.49% | Add +11.1% | 210,081 | $8.0M |
| Corient Private Wealth LP | 0.01% | Reduce -5.0% | 192,474 | $7.3M |
| Planning Center, Inc. | 0.90% | Reduce -7.8% | 186,660 | $7.1M |
| OneDigital Investment Advisors LLC | 0.08% | Reduce -1.0% | 184,766 | $7.0M |
| Cardinal Point Capital Management ULC | 1.07% | Add +3.7% | 177,130 | $6.7M |
| SJS Investment Consulting Inc. | 1.15% | Add +4.9% | 176,387 | $6.7M |
| Quarry Hill Advisors, LLC | 4.24% | Reduce -3.2% | 166,178 | $6.3M |
| Strategic Investment Solutions, Inc. | 1.90% | Reduce -2.3% | 178,385 | $5.7M |
| Apella Capital, LLC | 0.21% | Add +10.6% | 146,728 | $5.6M |
| Momentous Wealth Management, Inc. | 4.57% | — | 145,345 | $5.5M |
| Pure Financial Advisors, LLC | 0.12% | Add +55.1% | 138,972 | $5.3M |
| Wealth Architects, LLC | 0.58% | Add +3.5% | 135,104 | $5.1M |
| Waypoint Wealth Partners Inc. | 1.30% | Add +1.3% | 126,132 | $4.8M |
| Northland Capital Management LLC | 3.32% | Reduce -12.3% | 117,989 | $4.5M |
| Brighton Jones LLC | 0.13% | Add +20.9% | 114,222 | $4.3M |
| RAM Investment Partners, LLC | 0.96% | Add +3.9% | 102,883 | $3.9M |
| Allodium Investment Consultants, LLC | 2.99% | — | 94,503 | $3.6M |
| Syverson Strege & Co | 1.09% | Add +0.0% | 86,556 | $3.3M |
| MB Generational Wealth, LLC | 2.39% | Reduce -2.0% | 85,986 | $3.3M |
| Five Oceans Advisors | 1.45% | Add +16.6% | 83,518 | $3.2M |
| Betterment LLC | 0.01% | Add +76.3% | 83,322 | $3.2M |
| Addison Advisors LLC | 0.82% | Add +5.2% | 77,903 | $3.0M |
| Asset Dedication, LLC | 0.23% | Add +4.8% | 77,666 | $2.9M |
| BetterWealth, LLC | 0.81% | Reduce -9.1% | 77,621 | $2.9M |
| Rockbridge Investment Management, LCC | 0.38% | Add +5.1% | 77,381 | $2.9M |
| Compass Capital Corp. /Ma/ | 1.13% | — | 76,674 | $2.9M |
| NewEdge Advisors, LLC | 0.02% | Add +38.6% | 76,533 | $2.9M |
| Commonwealth Equity Services, LLC | 0.00% | Add +6.8% | 76,266 | $2.9M |
| Carlson Capital Management | 0.12% | Add +27.0% | 75,409 | $2.9M |
| Chicago Partners Investment Group LLC | 0.09% | Add +2.2% | 74,563 | $2.8M |
| Susquehanna International Group, LLP | 0.00% | Add +214.9% | 72,841 | $2.8M |
| Truepoint, Inc. | 0.07% | Reduce -0.1% | 69,872 | $2.6M |
| Babb Wealth Advisors LLC | 1.86% | — | 60,841 | $2.3M |
| Foundation Wealth Management, LLC\PA | 1.09% | — | 59,324 | $2.2M |
| Level Financial Advisors | 0.81% | Add +23.5% | 58,485 | $2.2M |
| Trellis Wealth Advisors LLC | 1.07% | Reduce -7.7% | 55,993 | $2.1M |
| LPL Financial LLC | 0.00% | Add +27.3% | 54,273 | $2.1M |
| Martin Worley Group | 1.22% | — | 51,620 | $2.0M |
| Longview Financial Advisors LLC | 1.31% | — | 51,471 | $2.0M |
| RW Investment Management LLC | 0.24% | Reduce -4.3% | 51,342 | $1.9M |
| United Wealth Management, LLC | 0.64% | — | 50,497 | $1.9M |
| DiNuzzo Private Wealth, Inc. | 0.24% | Reduce -8.5% | 50,458 | $1.9M |
| TCI Wealth Advisors, Inc. | 0.16% | Add +14.2% | 49,997 | $1.9M |
| Jentner Corp | 0.51% | Add +735.6% | 46,628 | $1.8M |
| Aerodigm Wealth, LLC | 1.05% | Add +32.7% | 46,232 | $1.8M |
| Equita Financial Network, Inc. | 0.59% | Reduce -5.2% | 42,877 | $1.6M |
| Fiduciary Financial Group, LLC | 0.35% | Add +19.4% | 42,835 | $1.6M |
| Burton Enright Welch | 0.34% | New | 42,248 | $1.6M |
| Private Advisor Group, LLC | 0.01% | Reduce -22.3% | 41,577 | $1.6M |
| Farther Finance Advisors, LLC | 0.05% | Add +9.6% | 39,393 | $1.5M |
| Modera Wealth Management, LLC | 0.02% | Add +0.9% | 38,862 | $1.5M |
| EnRich Financial Partners LLC | 0.49% | Add +0.0% | 38,705 | $1.5M |
| Savant Capital, LLC | 0.01% | Add +144.8% | 37,579 | $1.4M |
| Wealth Management Strategies, Inc. | 1.07% | — | 37,012 | $1.4M |
| Physician Wealth Advisors, Inc. | 0.22% | Reduce -2.0% | 33,657 | $1.3M |
| Penobscot Wealth Management | 0.58% | Reduce -8.2% | 33,277 | $1.3M |
| Wealth Advisors Northwest LLC | 0.84% | — | 32,527 | $1.2M |
| Shira Ridge Wealth Management | 0.60% | Reduce -1.3% | 32,383 | $1.2M |
| Cambridge Financial Group, LLC | 0.52% | Reduce -12.8% | 32,162 | $1.2M |
| Wealthspire Advisors, LLC | 0.01% | Reduce -50.0% | 30,618 | $1.2M |
| Vermillion Wealth Management, Inc. | 0.59% | — | 30,199 | $1.1M |
| Cahill Financial Advisors Inc. | 0.15% | Reduce -15.2% | 28,940 | $1.1M |
| Monument Group Wealth Advisors, LLC | 0.78% | Add +4.3% | 28,904 | $1.1M |
| Morling Financial Advisors, LLC | 0.38% | Add +8.8% | 28,574 | $1.1M |
| North Ridge Wealth Advisors, Inc. | 0.75% | Add +3.0% | 28,422 | $1.1M |
| Schwarz Dygos Wheeler Investment Advisors LLC | 0.26% | Reduce -2.4% | 27,731 | $1.1M |
| Bridgewater Advisors Inc. | 0.11% | New | 26,761 | $1.0M |
| Altiora Financial Group, LLC | 0.21% | No change | 26,000 | $985K |
| Tanager Wealth Management LLP | 0.12% | Add +19.3% | 25,088 | $951K |
| Mills Wealth Advisors LLC | 0.53% | Add +0.8% | 24,557 | $931K |
| Citadel Advisors | 0.00% | Reduce -42.4% | 24,297 | $921K |
| Jane Street Group, LLC | 0.00% | Reduce -47.9% | 24,273 | $920K |
| von Borstel & Associates, Inc. | 0.36% | Add +60.5% | 24,151 | $915K |
| Rehmann Capital Advisory Group | 0.06% | Add +13.5% | 23,560 | $893K |
| Orion Capital Management LLC | 0.39% | Reduce -1.7% | 23,401 | $887K |
| Joel Adams & Associates, Inc. | 0.78% | — | 22,791 | $864K |
| D.A. Davidson & Co. | 0.01% | Add +3.9% | 20,993 | $796K |
| Stifel Financial Corp. | 0.00% | Add +8.2% | 20,879 | $791K |
| WPWealth LLP | 0.16% | Add +7.5% | 20,475 | $776K |
| Investment Advisory Group, LLC | 0.26% | No change | 20,269 | $768K |
"% 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.