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DFSU DIMENSIONAL ETF TRUST

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US SUSTAINABILTY (fund)

205 managers (206 13F filers) reported a position in DFSU shares at 2025-03-31, 25,522,104 shares in all. 17 filers opened a position and 8 filers sold out during the quarter.

Managers
205
13F filers
206
New
17
Added
100
Reduced
49
Sold out
8
Shares held by filers
25,522,104

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Aptus Capital Advisors, LLC326$11.7K<0.01%013F-HRTimeline
SYM FINANCIAL Corp120$4.3K<0.01%013F-HRTimeline
Quent Capital, LLC2$72<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
CURIO WEALTH, LLC4$187K-4,94013F-HRTimelineValue about 1,000 times the price other filers imply, kept as filed and left out of ratios.