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DFSU DIMENSIONAL ETF TRUST

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US SUSTAINABILTY (fund)

232 managers (233 13F filers) reported a position in DFSU shares at 2025-09-30, 30,532,911 shares in all. 17 filers opened a position and 1 filer sold out during the quarter.

Managers
232
13F filers
233
New
17
Added
114
Reduced
59
Sold out
1
Shares held by filers
30,532,911

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
CURIO WEALTH, LLC4,842$206K0.08%+15413F-HRTimeline
One Degree Advisors Inc4,785$203K0.06%new13F-HRTimeline
Red Tortoise LLC4,765$202K0.09%013F-HRTimeline
JFS WEALTH ADVISORS, LLC4,713$200K0.01%013F-HRTimeline
Clearstead Advisors, LLC4,193$178K<0.01%013F-HRTimeline
LRI Investments, LLC3,514$149K0.01%013F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC3,300$140K0.06%+813F-HRTimeline
Wealth Preservation Advisors, LLC3,245$138K0.08%013F-HRTimeline
Allworth Financial LP2,913$124K<0.01%+713F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/2,810$119K<0.01%new13F-HRTimelineGroup
IFP Advisors, Inc2,730$116K<0.01%+68013F-HR/ATimeline
North Capital, Inc.2,657$113K0.09%+113F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC2,172$92.2K0.02%+1,17013F-HRTimeline
RED LIGHTHOUSE INVESTMENT MANAGEMENT, L…2,133$90.6K0.03%-1,08413F-HRTimeline
Global Retirement Partners, LLC1,868$79.3K<0.01%013F-HRTimeline
Medallion Wealth Advisors, LLC1,761$74.8K0.03%013F-HRTimeline
C M BIDWELL & ASSOCIATES LTD1,500$63.7K0.03%013F-HRTimeline
CARDIFF PARK ADVISORS, LLC1,285$54.6K<0.01%+313F-HRTimeline
Rialto Wealth Management, LLC1,082$46K0.01%-83813F-HRTimeline
Qube Research & Technologies Ltd1,023$43.4K<0.01%-55813F-HRTimeline
Nalls Sherbakoff Group, LLC925$39.3K0.03%013F-HRTimeline
GPS Wealth Strategies Group, LLC704$29.9K<0.01%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA514$22K<0.01%-95913F-HRTimelineGroup
PINNEY & SCOFIELD, INC.445$18.9K0.01%+1913F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…350$14.9K<0.01%013F-HRTimelineGroup
ELEVATE WEALTH ADVISORY, INC337$14.3K0.01%013F-HRTimeline
Smartleaf Asset Management LLC300$12.7K<0.01%013F-HRTimeline
AlphaCore Capital LLC298$12.7K<0.01%new13F-HRTimeline
MAI Capital Management138$5.86K<0.01%013F-HRTimeline
SYM FINANCIAL Corp120$5.1K<0.01%013F-HRTimeline
Quent Capital, LLC8$340<0.01%new13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1$54<0.01%new13F-HR/ATimelineGroup