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 |
| Caprock Group, LLC | 0.03% | Reduce -8.6% | 20,260 | $768K |
| Keel Point, LLC | 0.06% | No change | 20,212 | $766K |
| Diversify Wealth Management, LLC | 0.05% | No change | 18,558 | $696K |
| Balanced Rock Investment Advisors LLC | 0.55% | New | 18,224 | $691K |
| Creative Capital Management Investments LLC | 0.29% | Reduce -5.8% | 18,218 | $690K |
| Ledgewood Wealth Advisors, LLC | 0.44% | No change | 18,130 | $687K |
| Opes Wealth Management LLC | 0.13% | Add +0.2% | 17,241 | $653K |
| Bridge Generations Wealth Management LLC | 0.43% | — | 17,166 | $651K |
| Cordant, Inc. | 0.33% | Reduce -29.8% | 16,545 | $627K |
| Goldman Sachs Group Inc. | 0.00% | New | 16,333 | $619K |
| Creative Planning | 0.00% | New | 16,216 | $615K |
| Pine Harbor Wealth Management, LLC | 0.24% | Add +3.8% | 15,974 | $605K |
| Root Financial Partners, LLC | 0.07% | New | 15,585 | $591K |
| Henrickson Nauta Wealth Advisors, Inc. | 0.23% | Reduce -18.4% | 15,141 | $574K |
| Flagstone Financial Management | 0.19% | Add +1.2% | 15,018 | $569K |
| AdvisorNet Financial, Inc | 0.05% | Add +49.9% | 14,890 | $564K |
| Freedom Financial Partners LLC | 0.27% | — | 14,584 | $553K |
| Hutchinson Capital Management | 0.10% | No change | 14,177 | $537K |
| Rockefeller Capital Management L.P. | 0.00% | New | 13,986 | $530K |
| Foster Group, Inc. | 0.02% | No change | 13,338 | $506K |
| Envestnet Asset Management Inc. | 0.00% | Add +34.9% | 13,112 | $497K |
| Greenspring Advisors, LLC | 0.11% | No change | 12,767 | $484K |
| Meritas Wealth Management, LLC | 0.29% | Reduce -3.2% | 12,756 | $483K |
| Ruedi Wealth Management, Inc. | 0.15% | Add +8.2% | 12,319 | $467K |
| Financial Connections Group, Inc. | 0.22% | Add +0.0% | 12,231 | $463K |
| Forvis Mazars Wealth Advisors, LLC | 0.01% | No change | 11,805 | $447K |
| Shore Point Advisors, LLC | 0.23% | Add +0.0% | 11,502 | $436K |
| Envision Financial Planning, LLC | 0.22% | Add +2.5% | 11,136 | $422K |
| Tortoise Investment Management, LLC | 0.04% | No change | 11,000 | $417K |
| Kestra Advisory Services, LLC | 0.00% | No change | 10,958 | $415K |
| Passive Capital Management, LLC. | 0.14% | No change | 10,800 | $409K |
| Clarius Group, LLC | 0.03% | Add +45.0% | 10,691 | $405K |
| Morris Financial Concepts, Inc. | 0.17% | Add +2290.1% | 10,636 | $403K |
| Geometric Wealth Advisors | 0.07% | Reduce -8.6% | 10,093 | $383K |
| Prime Capital Investment Advisors, LLC | 0.01% | Reduce -0.7% | 9,171 | $348K |
| Mariner, LLC | 0.00% | No change | 8,825 | $334K |
| HighTower Advisors, LLC | 0.00% | Add +27.6% | 8,796 | $333K |
| Warburton Capital Management, LLC | 0.24% | — | 8,597 | $325K |
| Keystone Financial Group, Inc. | 0.26% | — | 8,355 | $317K |
| Old Mission Capital LLC | 0.01% | New | 8,201 | $311K |
| XY Planning Network, Inc. | 0.23% | — | 8,192 | $310K |
| Austin Wealth Management, LLC | 0.06% | Add +1.4% | 7,622 | $295K |
| Towneley Capital Management, Inc / DE | 0.07% | Reduce -0.5% | 7,719 | $293K |
| Family Wealth Partners, LLC | 0.14% | Reduce -2.3% | 7,594 | $288K |
| Michael A. Dubis Financial Planning, LLC | 0.27% | — | 7,253 | $275K |
| Laurel Wealth Planning LLC | 0.18% | No change | 7,247 | $275K |
| Mercer Global Advisors Inc. | 0.00% | No change | 7,072 | $268K |
| Acorn Creek Capital LLC | 0.14% | Reduce -3.3% | 7,052 | $267K |
| McGrath & Associates, Inc. | 0.54% | — | 7,044 | $267K |
| Integrity Wealth Solutions LLC | 0.14% | New | 6,804 | $258K |
| Boyce & Associates Wealth Consulting, Inc. | 0.25% | New | 6,627 | $251K |
| Verus Wealth Management, LLC | 0.28% | — | 6,600 | $250K |
| Silver Oak Advisory Group, Inc. | 0.13% | Add +0.4% | 6,548 | $248K |
| Austin Asset Management Co Inc | 0.05% | No change | 6,500 | $246K |
| Sutton Place Investors LLC | 0.14% | Reduce -7.7% | 6,375 | $242K |
| JPMorgan Chase & Co. | 0.00% | Reduce -7.9% | 6,366 | $241K |
| Exencial Wealth Advisors, LLC | 0.01% | No change | 5,965 | $226K |
| Physician Wealth Solutions Inc. | 0.11% | No change | 5,800 | $220K |
| Herold Advisors, Inc. | 0.05% | No change | 5,697 | $216K |
| Allworth Financial LP | 0.00% | Add +88.5% | 5,436 | $214K |
| Trademark Financial Management, LLC | 0.17% | No change | 5,595 | $212K |
| Townsquare Capital LLC | 0.00% | New | 5,493 | $208K |
| Glassman Wealth Services | 0.03% | Add +24.9% | 5,440 | $206K |
| Bluespring Wealth Management, LLC | 0.02% | New | 5,411 | $205K |
| Sterling Wealth Management, Inc. | 0.07% | New | 5,288 | $200K |
| Elevation Wealth Partners, LLC | 0.08% | Add +0.4% | 5,045 | $191K |
| Curio Wealth, LLC | 0.10% | — | 4,944 | $187K |
| Red Tortoise LLC | 0.09% | Add +0.3% | 4,765 | $181K |
| JFS Wealth Advisors, LLC | 0.01% | No change | 4,713 | $179K |
| Grand Wealth Management, LLC | 0.08% | Add +51.8% | 4,017 | $152K |
| Red Lighthouse Investment Management, LLC | 0.06% | No change | 3,743 | $142K |
| McClarren Financial Advisors, Inc. | 0.40% | Add +8.9% | 4,584 | $141K |
| Coston, McIsaac & Partners | 0.04% | New | 3,524 | $133K |
| Clearstead Advisors, LLC | 0.00% | No change | 3,423 | $130K |
| LRI Investments, LLC | 0.01% | Add +12.4% | 3,419 | $130K |
| Bellevue Asset Management, LLC | 0.06% | No change | 3,277 | $124K |
| Criterion Capital Advisors, LLC | 0.08% | No change | 3,516 | $123K |
| True Wealth Design, LLC | 0.04% | Reduce -21.8% | 2,907 | $110K |
| Glass Jacobson Investment Advisors llc | 0.03% | Add +0.4% | 2,773 | $105K |
| Parkworth Wealth Management, Inc. | 0.07% | — | 2,195 | $83K |
| IFP Advisors, Inc | 0.00% | Add +25.6% | 1,965 | $74K |
| Rialto Wealth Management, LLC | 0.02% | — | 1,920 | $73K |
| Medallion Wealth Advisors, LLC | 0.03% | — | 1,761 | $67K |
| C M Bidwell & Associates Ltd. | 0.03% | No change | 1,500 | $57K |
| Cardiff Park Advisors, LLC | 0.00% | Add +0.3% | 1,276 | $48K |
| Signature Resources Capital Management, LLC | 0.04% | Add +2.7% | 1,139 | $43K |
| GPS Wealth Strategies Group, LLC | 0.00% | New | 704 | $27K |
| Avior Wealth Management, LLC | 0.00% | Reduce -15.1% | 685 | $26K |
| Anfield Capital Management, LLC | 0.00% | No change | 350 | $13K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 326 | $12K |
| Elevate Wealth Advisory, Inc. | 0.01% | No change | 337 | $11K |
| UBS Group AG | 0.00% | New | 274 | $10K |
| Pinney & Scofield, Inc. | 0.00% | — | 166 | $6K |
| SYM FINANCIAL Corp | 0.00% | No change | 120 | $5K |
| Quent Capital, LLC | 0.00% | No change | 2 | $76 |
"% 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.