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Disclosery

DFSU DIMENSIONAL ETF TRUST

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US SUSTAINABILTY (fund)

258 managers (259 13F filers) reported a position in DFSU shares at 2025-12-31, 32,746,200 shares in all. 15 filers opened a position and 8 filers sold out during the quarter.

Managers
258
13F filers
259
New
15
Added
122
Reduced
59
Sold out
8
Shares held by filers
32,746,200

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Austin Asset Management Co Inc6,785$295K0.05%013F-HRTimeline
Avior Wealth Management, LLC6,753$293K0.01%-1713F-HRTimeline
Alpha Financial Advisors, LLC6,671$290K0.09%013F-HRTimeline
VERUS WEALTH MANAGEMENT, LLC6,600$287K0.27%013F-HRTimeline
ROBINSON SMITH WEALTH ADVISORS LLC6,292$273K0.19%+1,29413F-HRTimeline
SUTTON PLACE INVESTORS LLC6,248$271K0.15%-9913F-HRTimeline
Creative Planningin group Creative Planning5,936$258K<0.01%-10,45513F-HRTimelineGroup
ACORN CREEK CAPITAL LLC5,897$256K0.09%-14313F-HRTimeline
Gemmer Asset Management LLC5,894$256K0.02%+1313F-HRTimeline
Physician Wealth Solutions Inc.5,800$252K0.11%013F-HRTimeline
PW ADVISORS, LLC \ FL5,779$251K0.2%13F-HRTimeline
Trademark Financial Management, LLC5,603$243K0.13%-11513F-HRTimeline
KILNER CAPITAL ADVISORS, LLC5,576$242K0.23%13F-HRTimeline
Integrity Wealth Solutions LLC5,508$239K0.09%-28813F-HRTimeline
Washington Trust Advisors, Inc.5,492$239K0.02%+1213F-HRTimeline
BWM Planning, LLC5,470$238K0.06%+813F-HRTimeline
CURIO WEALTH, LLC5,380$237K0.08%+53813F-HRTimeline
PENOBSCOT WEALTH MANAGEMENT5,302$230K0.07%-16813F-HRTimeline
FMB WEALTH MANAGEMENT5,178$225K0.09%new13F-HRTimeline
Sterling Wealth Management, Inc.5,152$224K0.06%-2813F-HRTimeline
Private Advisory Group LLC5,073$220K0.02%new13F-HRTimeline
SageOak Financial, LLC4,853$211K0.15%013F-HRTimeline
Red Tortoise LLC4,765$207K0.09%013F-HRTimeline
Kane Co Wealth Management, Inc.4,725$205K0.18%13F-HRTimeline
JFS WEALTH ADVISORS, LLC4,713$205K0.01%013F-HRTimeline
One Degree Advisors Inc4,660$202K0.06%-12513F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/4,252$185K<0.01%+1,44213F-HRTimelineGroup
Clearstead Advisors, LLC4,193$182K<0.01%013F-HRTimeline
LRI Investments, LLC3,514$153K0.01%013F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC3,307$144K0.05%+713F-HRTimeline
Wealth Preservation Advisors, LLC3,245$141K0.07%013F-HRTimeline
Timmons Wealth Management, LLC3,002$130K0.13%13F-HRTimeline
IFP Advisors, Inc2,946$128K<0.01%+21613F-HRTimeline
Allworth Financial LP2,919$127K<0.01%+613F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC2,177$94.5K0.01%+513F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA2,047$89K<0.01%+1,53313F-HRTimelineGroup
RED LIGHTHOUSE INVESTMENT MANAGEMENT, L…1,948$84.6K0.03%-18513F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1,916$83.2K<0.01%+1,91513F-HR/ATimelineGroup
Global Retirement Partners, LLC1,868$81.1K<0.01%013F-HRTimeline
Medallion Wealth Advisors, LLC1,761$76.5K0.03%013F-HRTimeline
CARDIFF PARK ADVISORS, LLC1,624$70.5K0.01%+33913F-HRTimeline
PINNEY & SCOFIELD, INC.1,590$69K0.04%+1,14513F-HRTimeline
C M BIDWELL & ASSOCIATES LTD1,500$65.1K0.03%013F-HRTimeline
Rialto Wealth Management, LLC1,082$47K0.01%013F-HRTimeline
Larson Financial Group LLC1,003$43.5K<0.01%new13F-HRTimeline
Nalls Sherbakoff Group, LLC925$40.2K0.03%013F-HRTimeline
Qube Research & Technologies Ltd916$39.8K<0.01%-10713F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…388$16.9K<0.01%new13F-HR/ATimelineGroup
UBS Group AGin group UBS Group AG357$15.5K<0.01%new13F-HRTimelineGroup
Anfield Capital Management, LLCin group Anfield Capital Management, L…350$15.2K<0.01%013F-HRTimelineGroup
ELEVATE WEALTH ADVISORY, INC337$14.6K0.01%013F-HRTimeline
Smartleaf Asset Management LLC300$13.1K<0.01%013F-HRTimeline
AlphaCore Capital LLC298$12.9K<0.01%013F-HRTimeline
Dunhill Financial, LLC215$9.34K<0.01%new13F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…185$8.04K<0.01%new13F-HR/ATimelineGroup
MAI Capital Management138$5.99K<0.01%013F-HRTimeline
SYM FINANCIAL Corp120$5.21K<0.01%013F-HRTimeline
Quent Capital, LLC8$347<0.01%013F-HRTimeline