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DFSU DIMENSIONAL ETF TRUST

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US SUSTAINABILTY (fund)

220 managers (221 13F filers) reported a position in DFSU shares at 2025-06-30, 27,920,098 shares in all. 24 filers opened a position and 9 filers sold out during the quarter.

Managers
220
13F filers
221
New
24
Added
113
Reduced
47
Sold out
9
Shares held by filers
27,920,098

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Glass Jacobson Investment Advisors llc2,785$109K0.04%+1213F-HRTimeline
North Capital, Inc.2,656$104K0.09%-1,32713F-HRTimeline
IFP Advisors, Inc2,050$80.5K<0.01%+5313F-HRTimeline
Rialto Wealth Management, LLC1,920$75.4K0.02%013F-HRTimeline
Global Retirement Partners, LLC1,868$73.3K<0.01%13F-HRTimeline
Medallion Wealth Advisors, LLC1,761$69.6K0.03%013F-HRTimeline
Qube Research & Technologies Ltd1,581$62.1K<0.01%new13F-HRTimeline
C M BIDWELL & ASSOCIATES LTD1,500$58.9K0.03%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,473$58K<0.01%+22913F-HR/ATimelineGroup
CARDIFF PARK ADVISORS, LLC1,282$50.3K<0.01%+313F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC1,002$39.3K0.01%new13F-HRTimeline
Nalls Sherbakoff Group, LLC925$36.3K0.03%013F-HRTimeline
GPS Wealth Strategies Group, LLC704$27.6K<0.01%013F-HRTimeline
PINNEY & SCOFIELD, INC.426$16.7K0.01%+113F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…350$13.7K<0.01%013F-HRTimelineGroup
ELEVATE WEALTH ADVISORY, INC337$13.2K0.01%013F-HRTimeline
Smartleaf Asset Management LLC300$11.7K<0.01%new13F-HRTimeline
MAI Capital Management138$5.42K<0.01%new13F-HRTimeline
SYM FINANCIAL Corp120$4.71K<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.