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Disclosery

DFSU DIMENSIONAL ETF TRUST

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US SUSTAINABILTY (fund)

278 managers (279 13F filers) reported a position in DFSU shares at 2026-06-30, 36,555,861 shares in all. 28 filers opened a position and 8 filers sold out during the quarter.

Managers
278
13F filers
279
New
28
Added
130
Reduced
78
Sold out
8
Shares held by filers
36,555,861

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
Morton Capital Management LLC/CA7,925$370K0.05%+213F-HRTimeline
Private Advisory Group LLC7,877$367K0.02%013F-HRTimeline
Freedom Investment Management, Inc.7,826$365K0.1%+1413F-HRTimeline
ROBINSON SMITH WEALTH ADVISORS LLC7,628$356K0.21%+1,04613F-HRTimeline
Astra Wealth Partners LLC7,553$352K0.2%013F-HRTimeline
McGlone Suttner Wealth Management, Inc.7,313$341K0.04%013F-HRTimeline
Glass Jacobson Investment Advisors llc7,311$341K0.11%+6013F-HRTimeline
Avior Wealth Management, LLC7,291$340K0.01%-1113F-HRTimeline
marrick wealth, LLC7,255$338K0.24%-313F-HRTimeline
Laurel Wealth Planning LLC7,247$338K0.15%013F-HRTimeline
Boyce & Associates Wealth Consulting, I…7,230$337K0.23%013F-HRTimeline
Quadcap Wealth Management, LLC7,148$333K0.03%013F-HRTimeline
MBE Wealth Management, LLC7,063$329K0.12%+4113F-HRTimeline
Cetera Investment Advisers6,906$322K<0.01%new13F-HRTimeline
Austin Asset Management Co Inc6,785$316K0.04%013F-HRTimeline
Belpointe Asset Management LLC6,756$315K0.01%+1713F-HRTimeline
FMB WEALTH MANAGEMENT6,710$313K0.12%013F-HRTimeline
VERUS WEALTH MANAGEMENT, LLC6,600$308K0.25%013F-HRTimeline
Vickerman Investment Advisors, Inc.6,454$301K0.06%013F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners6,346$296K0.03%+1513F-HRTimelineGroup
SUTTON PLACE INVESTORS LLC6,202$289K0.14%-8913F-HRTimeline
PW ADVISORS, LLC \ FL6,013$280K0.19%+54113F-HRTimeline
BWM Planning, LLC5,992$279K0.06%+5313F-HRTimeline
Sanchez Levi Garrett5,940$277K0.15%+38513F-HRTimeline
Physician Wealth Solutions Inc.5,800$270K0.1%013F-HRTimeline
Integrity Wealth Solutions LLC5,666$264K0.1%+9913F-HRTimeline
KILNER CAPITAL ADVISORS, LLC5,576$263K0.23%013F-HRTimeline
Trademark Financial Management, LLC5,603$261K0.11%013F-HRTimeline
Washington Trust Advisors, Inc.5,518$257K0.02%+1313F-HRTimeline
CURIO WEALTH, LLC5,392$251K0.08%+1213F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC5,221$243K<0.01%new13F-HRTimelineGroup
BIP Wealth, LLC5,015$234K0.01%new13F-HRTimeline
Clarity Asset Management, Inc.4,914$229K0.11%-13513F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC4,882$228K<0.01%new13F-HR/ATimelineGroup
Sterling Wealth Management, Inc.4,870$227K0.06%new13F-HRTimeline
Gemmer Asset Management LLC4,799$224K0.02%-1,10913F-HRTimeline
SageOak Financial, LLC4,792$223K0.15%new13F-HRTimeline
Bedel Financial Consulting, Inc.4,769$222K0.02%new13F-HRTimeline
DIXON FNANCIAL SERVICES, INC.4,743$221K0.09%new13F-HRTimeline
Kane Co Wealth Management, Inc.4,700$219K0.17%new13F-HRTimeline
Oak Wealth Advisors LLC4,560$213K0.1%new13F-HRTimeline
JFS WEALTH ADVISORS, LLC4,499$210K0.01%-1813F-HRTimeline
One Degree Advisors Inc4,423$207K0.05%new13F-HRTimeline
PENOBSCOT WEALTH MANAGEMENT4,375$204K0.05%new13F-HRTimeline
Mission Financial Group, LLC4,368$204K0.17%13F-HRTimeline
High Probability Advisors, LLC4,325$202K0.02%new13F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/4,167$194K<0.01%-8513F-HRTimelineGroup
American Capital Advisory, LLC3,656$170K0.06%013F-HRTimeline
LRI Investments, LLC3,514$164K0.01%013F-HRTimeline
LifeSteps Financial, Inc.3,414$159K0.07%new13F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…3,353$156K<0.01%new13F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC3,322$155K0.07%+713F-HRTimeline
Clean Yield Group3,028$141K0.04%new13F-HRTimeline
Allworth Financial LP3,023$141K<0.01%+713F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY2,901$135K<0.01%-2,20113F-HRTimelineGroup
RAFFA WEALTH MANAGEMENT, LLC2,821$132K0.02%+63913F-HRTimeline
Burk Holdings LLC2,568$120K0.04%+14413F-HRTimeline
IFP Advisors, Inc2,306$108K<0.01%+113F-HRTimeline
CARDIFF PARK ADVISORS, LLC2,132$99.4K0.01%+50413F-HRTimeline
Timmons Wealth Management, LLC2,093$97.6K0.07%-95613F-HRTimeline
Global Retirement Partners, LLC1,868$87.1K<0.01%13F-HRTimeline
Medallion Wealth Advisors, LLC1,761$82.1K0.03%013F-HRTimeline
Dunhill Financial, LLC1,726$80.9K0.02%+97113F-HRTimeline
C M BIDWELL & ASSOCIATES LTD1,500$69.9K0.03%013F-HRTimeline
PINNEY & SCOFIELD, INC.1,299$60.6K0.03%+213F-HRTimeline
Rialto Wealth Management, LLC1,082$50.5K0.01%013F-HRTimeline
Larson Financial Group LLC999$46.6K<0.01%-413F-HRTimeline
Nalls Sherbakoff Group, LLC925$43.1K0.03%013F-HRTimeline
Seneschal Advisors, LLC740$34.5K0.02%new13F-HRTimeline
Qube Research & Technologies Ltd632$29.5K<0.01%-23613F-HRTimeline
UBS Group AGin group UBS Group AG538$25.1K<0.01%new13F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…388$18.1K<0.01%013F-HRTimelineGroup
ELEVATE WEALTH ADVISORY, INC337$15.7K0.01%013F-HRTimeline
Smartleaf Asset Management LLC300$13.9K<0.01%013F-HRTimeline
AlphaCore Capital LLC298$13.9K<0.01%013F-HRTimeline
Pillar Financial Advisors, LLC204$9.51K<0.01%013F-HRTimeline
Quent Capital, LLC5$233<0.01%013F-HRTimeline
MATHER GROUP, LLC.0$17<0.01%013F-HRTimelineAmount filed as zero, left out of ratios.