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Disclosery

DFSU DIMENSIONAL ETF TRUST

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US SUSTAINABILTY (fund)

276 managers (277 13F filers) reported a position in DFSU shares at 2026-06-30, 36,425,087 shares in all. 28 filers opened a position and 8 filers sold out during the quarter.

Managers
276
13F filers
277
New
28
Added
129
Reduced
77
Sold out
8
Shares held by filers
36,425,087

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Retirement Solution LLC5,478,280$255M49.95%+11,91213F-HRTimeline
AWM CAPITAL, LLC3,511,890$164M13.11%+230,93913F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding2,576,824$120M+239,597Timeline
Quantum Financial Advisors, LLC2,379,557$111M10.98%-22,00713F-HRTimeline
MASECO LLP2,068,712$96.5M2.71%+44,35713F-HRTimeline
Citrine Capital LLC1,569,106$73.2M27.08%+189,96413F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC1,508,057$70.3M0.2%+275,77913F-HRTimelineGroup
Abacus Wealth Partners, LLC1,300,763$60.6M6.37%+19,05113F-HRTimeline
EP Wealth Advisors, LLC734,838$34.3M0.13%+30,73613F-HRTimeline
Savant Capital, LLC549,074$25.6M0.08%+91,95913F-HRTimeline
Five Oceans Advisors489,837$22.8M7.34%+22,50813F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP471,383$22M0.28%+21,80013F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV460,197$21.5M0.03%+77,00313F-HR/ATimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…415,678$19.7M0.03%-14,26413F-HRTimeline
Pure Financial Advisors, LLC419,670$19.6M0.25%+10,44213F-HRTimeline
Apella Capital, LLC409,314$19.3M0.27%+13,87113F-HRTimeline
Gibson Capital, LLC375,765$17.5M2.87%013F-HRTimeline
Beacon Pointe Advisors, LLC341,750$15.9M0.07%+4,71313F-HRTimeline
Simplicity Wealth,LLC319,712$14.9M0.5%+22,50613F-HRTimeline
Triune Financial Partners, LLC281,794$13.1M2.74%+8113F-HRTimeline
TCI Wealth Advisors, Inc.275,091$12.8M0.56%+4,09913F-HRTimeline
Wealth Architects, LLC267,678$12.5M0.99%+59313F-HRTimeline
OneDigital Investment Advisors LLC267,228$12.5M0.11%+38,31013F-HRTimeline
QUARRY HILL ADVISORS, LLC257,533$12M4.61%+13,59713F-HRTimeline
New Capital Management LP247,912$11.6M2.63%+42213F-HRTimeline
Betterment LLC246,132$11.5M0.02%-15,59513F-HRTimeline
Elser Financial Planning, Inc242,897$11.3M0.49%+16,85813F-HRTimeline
BRIGHTON JONES LLC233,340$10.9M0.2%+28,67313F-HRTimeline
NWAM LLC210,940$9.84M0.49%+1,59013F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP206,975$9.65M0.01%-6,79913F-HR/ATimelineGroup
SJS Investment Consulting Inc.194,776$9.08M0.99%-15,56813F-HRTimeline
Momentous Wealth Management, Inc.194,319$9.06M4.64%+25613F-HRTimeline
Planning Center, Inc.186,762$8.71M0.82%+2,01913F-HRTimeline
LPL Financial LLC185,046$8.63M<0.01%+17,32813F-HRTimeline
Cardinal Point Capital Management ULC182,564$8.51M0.48%-25013F-HRTimeline
Wealthspire Advisors, LLC173,982$8.11M0.04%+156,34613F-HRTimeline
Equita Financial Network, Inc.159,672$7.45M2.07%+40,57013F-HRTimeline
Composition Wealth, LLC158,946$7.41M0.09%+26,40613F-HRTimeline
Clarity Wealth Development LLC156,216$7.28M4.04%new13F-HRTimeline
Sequoia Financial Advisors, LLC150,199$7M0.03%-1,19913F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC143,443$6.69M2%-67713F-HRTimeline
Allodium Investment Consultants, LLC142,553$6.65M2.82%-3,38413F-HRTimeline
RAM Investment Partners, LLC136,596$6.37M1.02%+7,98113F-HRTimeline
Donalies Financial Planning, LLC132,972$6.2M4.57%-2,15213F-HRTimeline
Vise Technologies, Inc.131,054$6.11M0.07%+74,46513F-HRTimeline
Root Financial Partners, LLC129,700$6.05M0.23%+15,59113F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC129,060$6.02M0.01%+6,92913F-HRTimelineGroup
Wealth Management Strategies, Inc.124,022$5.78M2.26%-12113F-HRTimeline
Foster Group, Inc.115,631$5.39M0.14%-2,21413F-HRTimeline
Rockbridge Investment Management, LCC114,373$5.33M0.43%-13,63513F-HRTimeline
Aspen Capital Management, LLC111,535$5.2M1.15%-2,74113F-HRTimeline
MB Generational Wealth, LLC108,607$5.06M2.48%+3,64713F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC101,251$4.72M0.01%+2,44113F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC96,525$4.5M<0.01%+11,08913F-HRTimelineGroup
Northland Capital Management LLC93,107$4.34M2.34%-5,05313F-HRTimeline
Wheels Up Wealth, Inc.88,743$4.14M3.51%+5,02513F-HRTimeline
Perigon Wealth Management, LLC88,644$4.13M0.07%+1,85813F-HRTimeline
Syverson Strege & Co87,793$4.09M0.89%-4913F-HRTimeline
Chicago Partners Investment Group LLC84,635$3.93M0.08%+1,38413F-HRTimeline
MISSION WEALTH MANAGEMENT, LP79,869$3.72M0.05%+54,48313F-HRTimeline
BEACON HILL WEALTH MANAGEMENT LTD.78,481$3.66M2.54%13F-HRTimeline
Asset Dedication, LLC75,372$3.51M0.22%+10,38413F-HRTimeline
Truepoint, Inc.75,152$3.5M0.07%-17,22513F-HRTimeline
Longview Financial Advisors LLC71,062$3.31M1.64%-23613F-HRTimeline
Burton Enright Welch67,495$3.15M0.37%-2,78213F-HRTimeline
Level Financial Advisors67,307$3.14M0.7%-79413F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.66,613$3.11M<0.01%+45,11213F-HRTimelineGroup
Babb Wealth Advisors LLC63,176$2.95M1.42%-48813F-HRTimeline
Foundation Wealth Management, LLC\PA60,566$2.82M0.85%+1613F-HRTimeline
Addison Advisors LLC59,027$2.75M1.3%-38,59113F-HRTimeline
Sensenig Capital Advisors, Inc58,854$2.74M2.51%-94113F-HRTimeline
BetterWealth, LLC57,685$2.69M0.48%+2,50113F-HRTimeline
SeedSafe Financial LLC57,183$2.66M1.92%+77113F-HRTimeline
Flagstone Financial Management55,686$2.6M0.58%+1,73713F-HRTimeline
DiNuzzo Private Wealth, Inc.55,471$2.59M0.26%+11913F-HRTimeline
United Wealth Management, LLC53,273$2.48M0.56%+1,54113F-HRTimeline
von Borstel & Associates, Inc.53,075$2.47M0.51%+19,66013F-HRTimeline
COMPASS CAPITAL CORP /MA/ /ADV50,697$2.47M0.8%+59013F-HRTimeline
Modera Wealth Management, LLC51,542$2.4M0.03%+14,32813F-HRTimeline
RW Investment Management LLC51,315$2.39M0.21%+92413F-HRTimeline
Petersen Hastings Wealth Advisors Inc.49,386$2.3M0.19%-1513F-HRTimeline
Joel Adams & Associates, Inc.48,915$2.28M1.46%+1,31813F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA48,082$2.24M<0.01%+23,71613F-HRTimelineGroup
Private Advisor Group, LLC47,690$2.22M0.01%-5,94413F-HRTimeline
Broadhurst Jeffrey B47,237$2.2M4.69%-121,01313F-HRTimeline
VISTA CAPITAL PARTNERS, INC.46,616$2.17M0.19%-2,38813F-HRTimeline
Strategic Investment Solutions, Inc. /IL45,900$2.14M0.49%-33413F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO46,143$2.14M<0.01%+21,91213F-HRTimelineGroup
XY Planning Network, Inc.45,088$2.1M0.26%-2,11513F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC45,034$2.1M<0.01%new13F-HRTimelineGroup
CAHILL FINANCIAL ADVISORS INC44,907$2.09M0.2%+10,58813F-HRTimeline
Wealth Advisors Northwest LLC44,189$2.06M0.7%+3,61013F-HRTimeline
Creative Capital Management Investments…42,787$2M0.46%+21613F-HRTimeline
D.A. DAVIDSON & CO.42,438$1.98M0.01%-4,20513F-HRTimeline
Farther Finance Advisors, LLC41,771$1.95M0.02%-4,20513F-HRTimeline
Cordant, Inc.41,544$1.94M0.7%+9,07413F-HRTimeline
HILL ISLAND FINANCIAL LLC41,414$1.93M0.41%+9,54513F-HRTimeline
Morling Financial Advisors, LLC40,489$1.89M0.53%+1,06013F-HRTimeline
Private Wealth Management Group, LLC40,482$1.89M0.44%new13F-HRTimeline
NewEdge Advisors, LLC40,048$1.87M0.01%-5,97213F-HRTimeline
Trellis Wealth Advisors LLC38,980$1.82M0.62%-5113F-HRTimeline
Wolfstich Capital, LLC38,058$1.79M1.38%-26113F-HRTimeline
Cambridge Financial Group, LLC37,745$1.76M0.55%+2,78913F-HRTimeline
Monument Group Wealth Advisors, LLC7,103$1.73M0.83%-32,01913F-HRTimeline
Sellwood Investment Partners LLC36,250$1.69M0.6%-4,58813F-HRTimeline
Greenspring Advisors, LLC36,188$1.69M0.09%+1,71413F-HRTimeline
Mason & Associates Inc36,097$1.68M0.27%+2,58013F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.35,144$1.64M0.5%+1,62713F-HRTimeline
Mills Wealth Advisors LLC33,829$1.58M0.5%+2,84213F-HRTimeline
Balanced Rock Investment Advisors LLC33,229$1.55M0.97%+2,72813F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP32,776$1.53M<0.01%-3,15213F-HRTimelineGroup
Bridgewater Advisors Inc.30,161$1.44M0.08%+58213F-HRTimeline
Physician Wealth Advisors, Inc.30,893$1.44M0.17%-49013F-HRTimeline
EnRich Financial Partners LLC30,759$1.43M0.34%-1,76313F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC30,454$1.42M0.16%-32413F-HRTimeline
Henrickson Nauta Wealth Advisors, Inc.30,004$1.4M0.34%+4313F-HRTimeline
WPWealth LLP28,913$1.35M0.2%+7313F-HRTimeline
MARS JEWETT FINANCIAL GROUP, INC.28,241$1.32M0.27%new13F-HRTimeline
Rehmann Capital Advisory Group28,020$1.31M0.06%+90013F-HRTimeline
Financial Plan, Inc.27,901$1.3M0.12%+3,57513F-HRTimeline
Old Peak Finance LLC27,046$1.26M0.61%+4,78413F-HRTimeline
HighTower Advisors, LLC27,039$1.26M<0.01%+1,88813F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…26,950$1.26M<0.01%+19,04813F-HRTimelineGroup
Outbound Financial Inc26,821$1.25M0.81%-37913F-HRTimeline
Altiora Financial Group, LLC26,000$1.21M0.19%013F-HRTimeline
Quantinno Capital Management LP25,489$1.19M<0.01%-82513F-HRTimeline
Meritas Wealth Management, LLC24,651$1.15M0.45%-4113F-HRTimeline
SCHWARZ DYGOS WHEELER INVESTMENT ADVISO…24,514$1.14M0.22%+15013F-HRTimeline
Eaton-Cambridge Inc.24,442$1.14M0.32%+22213F-HRTimeline
Vermillion Wealth Management, Inc.24,284$1.13M0.27%+5513F-HRTimeline
Shira Ridge Wealth Management23,554$1.1M0.38%-4,08513F-HRTimeline
Opulen Financial Group LLC23,091$1.08M0.68%+37613F-HRTimeline
TFO Wealth Partners, LLC21,996$1.03M0.11%+5013F-HRTimeline
AdvisorNet Financial, Inc21,409$998K0.05%-813F-HRTimeline
Tanager Wealth Management LLP21,255$991K0.09%-1,03113F-HRTimeline
3 FACTOR INDEXING, LLC21,112$984K0.83%-5,98513F-HRTimeline
Mariner, LLCin group Mariner, LLC20,718$966K<0.01%-4,17813F-HRTimelineGroup
Investment Advisory Group, LLC20,053$935K0.2%013F-HRTimeline
AA Financial Advisors, LLC19,778$922K0.11%-29013F-HRTimeline
Three Arch Wealth Management LLC18,964$884K0.14%+6,94013F-HRTimeline
PROFESSIONAL FINANCIAL SOLUTIONS LLC …18,802$877K0.68%+3,64513F-HRTimeline
Orion Capital Management LLC18,637$869K0.27%+3313F-HRTimeline
Envision Financial Planning, LLC18,480$862K0.28%-1313F-HRTimeline
Clearstead Advisors, LLC18,463$861K0.01%-9,91813F-HRTimeline
HICKS CAPITAL MANAGEMENT LLC18,410$858K0.7%013F-HRTimeline
Signature Resources Capital Management,…18,313$854K0.34%+25813F-HRTimeline
Squire Investment Management Company, L…18,265$852K0.21%new13F-HRTimeline
E-Wealth Partners, LLC18,239$850K0.61%+7,22913F-HRTimeline
Ledgewood Wealth Advisors, LLC18,148$846K0.45%+2013F-HRTimeline
BRIDGE GENERATIONS WEALTH MANAGEMENT LLC17,946$837K0.43%013F-HRTimeline
GTS SECURITIES LLC17,740$827K0.02%-7,37113F-HRTimeline
Tillman Hartley LLC17,174$801K0.18%new13F-HRTimeline
Tortoise Investment Management, LLC17,000$793K0.06%-22013F-HRTimeline
MML INVESTORS SERVICES, LLC16,980$792K<0.01%-14,76913F-HRTimeline
Ruedi Wealth Management, Inc.16,816$784K0.18%-64713F-HRTimeline
Laird Norton Wetherby Trust Company, LLCin group Laird Norton Wetherby Trust C…16,150$753K0.01%new13F-HRTimelineGroup
Montis Financial, LLC15,786$736K0.15%013F-HRTimeline
Freedom Financial Partners LLC15,585$727K0.24%-2,41913F-HRTimeline
Glassman Wealth Services15,281$713K0.09%+1,39713F-HRTimeline
HTG Investment Advisors, Inc.15,240$711K0.18%+2,66813F-HRTimeline
Cambridge Investment Research Advisors,…15,133$706K<0.01%+7,40413F-HR/ATimeline
Pine Harbor Wealth Management, LLC14,995$699K0.19%013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC14,623$682K<0.01%-19813F-HRTimelineGroup
HUTCHINSON CAPITAL MANAGEMENT/CA14,570$679K0.12%013F-HRTimeline
HB Wealth Management, LLC14,521$677K<0.01%new13F-HRTimeline
NewEdge Wealth, LLC14,505$676K0.01%013F-HRTimeline
FAMILY WEALTH PARTNERS, LLC14,370$670K0.21%+25813F-HRTimeline
FIDUCIARY FINANCIAL ADVISORS14,297$667K0.07%-1,16313F-HRTimeline
McGrath & Associates, Inc.13,785$643K0.84%+3113F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…13,020$607K<0.01%+12,83513F-HRTimelineGroup
VESTIA PERSONAL WEALTH ADVISORS12,885$601K0.23%+1,17113F-HRTimeline
DEFINE FINANCIAL, LLC12,858$600K0.28%+2713F-HRTimeline
Stratos Investment Management, LLCin group Stratos Wealth Partners, LTD.12,823$598K0.02%-29213F-HRTimelineGroup
Rockwood Wealth Management, LLC12,534$584K0.04%+1,94913F-HRTimeline
Forvis Mazars Wealth Advisors, LLC11,481$535K0.01%013F-HRTimeline
Bluespring Wealth Management, LLC11,386$531K0.01%+4,13213F-HRTimeline
GRAND WEALTH MANAGEMENT, LLC11,173$521K0.22%+4,02513F-HRTimeline
Warburton Capital Management, LLC11,117$518K0.21%+2613F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC10,973$512K<0.01%013F-HRTimelineGroup
Heck Capital Advisors, LLC10,537$491K0.03%-1,32613F-HRTimeline
Ballast Rock Private Wealth LLC10,241$478K0.22%013F-HRTimeline
True Wealth Design, LLC10,175$474K0.11%-16913F-HRTimeline
Passive Capital Management, LLC.10,800$469K0.15%013F-HRTimeline
Colorado Capital Management, Inc.9,928$463K0.16%-73513F-HRTimeline
Silver Oak Advisory Group, Inc.9,642$449K0.18%-6,47113F-HRTimeline
Shore Point Advisors, LLC9,509$443K0.15%-15313F-HRTimeline
Austin Wealth Management, LLC9,310$438K0.09%+19313F-HRTimeline
GARRISON POINT ADVISORS, LLC9,364$437K0.18%new13F-HRTimeline
Trailhead Planners LLC9,285$433K0.42%+9113F-HRTimeline
Towneley Capital Management, Inc / DE8,846$412K0.08%-2413F-HRTimeline
Geometric Wealth Advisors8,792$410K0.04%+18313F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …8,697$406K0.01%+1913F-HRTimelineGroup
Keystone Financial Group, Inc.8,563$399K0.21%+2013F-HRTimeline
ACORN CREEK CAPITAL LLC8,314$388K0.13%+41013F-HRTimeline
Prime Capital Investment Advisors, LLC8,015$374K<0.01%-1013F-HRTimeline
Foundry Financial LLC7,968$372K0.13%013F-HRTimeline
Coston, McIsaac & Partners7,965$371K0.07%+713F-HRTimeline
Compound Planning, Inc.7,926$370K0.01%new13F-HRTimeline
Morton Capital Management LLC/CA7,925$370K0.05%+213F-HRTimeline
Private Advisory Group LLC7,877$367K0.02%013F-HRTimeline