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DFSU · Dimensional US Sustainability Core 1 ETF ETF

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$48.42 -0.19 (-0.39%) At close · Sep 4

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →
Holders: 3
Total Value: $12,856,356
Total Shares: 275,710

Institutional Ownership Trend

7 quarters

Holder Concentration

Across 3 13F filers · Δ vs Mar 31, 2026
Top Holder
75.1%
Dec 2022 → Jun 2026 · range 31.2% – 100.0%
−24.9 pts
Top 5
100.0%
Dec 2022 → Jun 2026 · range 73.9% – 100.0%
0.0 pts
Top 10
100.0%
Dec 2022 → Jun 2026 · range 88.8% – 100.0%
0.0 pts
HHI
6,175
Dec 2022 → Jun 2026 · range 1,755 – 10,000
Highly concentrated−3,825

Quarterly Activity

vs Mar 31, 2026
New
2
Increased
1
Decreased
0
Sold Out
0
Unchanged
0
Holder count: +2
Institutional value: +391.1%
Shares held: +332.7%

Top Buyers

vs Mar 31, 2026
Institution Added Now Holds Open
MLG Wealth Management DBA Pine Grove Financial Group +136 63,853

Top Sellers

vs Mar 31, 2026
No qualifying movers this quarter.

Top New Positions

vs Mar 31, 2026
Institution Acquired Value (USD) Open
Corient Private Wealth LLC 206,975 $9,651,244
CITADEL ADVISORS LLC 4,882 $227,647

Top Sold-Out Positions

vs Mar 31, 2026
No fully closed positions this quarter.
Filter: New 2 Increased 1 Reduced 0 Sold out 0 Unchanged 0
Showing 3 of 3
All Common Calls Puts
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Holder Value (USD) % of 13F Shares Open
Corient Private Wealth LLC DFSU $9,651,244 75.07% 206,975
MLG Wealth Management DBA Pine Grove Financial Group DFSU $2,977,465 23.16% 63,853
CITADEL ADVISORS LLC DFSU $227,647 1.77% 4,882