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Disclosery

DFSU DIMENSIONAL ETF TRUST

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US SUSTAINABILTY (fund)

261 managers (262 13F filers) reported a position in DFSU shares at 2026-03-31, 34,624,599 shares in all. 17 filers opened a position and 13 filers sold out during the quarter.

Managers
261
13F filers
262
New
17
Added
141
Reduced
59
Sold out
13
Shares held by filers
34,624,599

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Astra Wealth Partners LLC7,553$310K0.2%-16213F-HRTimeline
McGlone Suttner Wealth Management, Inc.7,313$300K0.04%013F-HRTimeline
Avior Wealth Management, LLC7,302$300K0.01%+54913F-HRTimeline
marrick wealth, LLC7,258$298K0.25%-12013F-HRTimeline
Bluespring Wealth Management, LLC7,254$298K0.03%+12113F-HRTimeline
Glass Jacobson Investment Advisors llc7,251$298K0.1%+1713F-HRTimeline
Laurel Wealth Planning LLC7,247$298K0.16%013F-HRTimeline
Boyce & Associates Wealth Consulting, I…7,230$297K0.23%013F-HRTimeline
GRAND WEALTH MANAGEMENT, LLC7,148$294K0.14%+213F-HRTimeline
Quadcap Wealth Management, LLC7,148$294K0.03%013F-HRTimeline
MBE Wealth Management, LLC7,022$289K0.12%013F-HRTimeline
Austin Asset Management Co Inc6,785$279K0.05%013F-HRTimeline
Belpointe Asset Management LLC6,739$277K0.01%new13F-HRTimeline
FMB WEALTH MANAGEMENT6,710$276K0.11%+1,53213F-HRTimeline
VERUS WEALTH MANAGEMENT, LLC6,600$271K0.25%013F-HRTimeline
ROBINSON SMITH WEALTH ADVISORS LLC6,582$270K0.18%+29013F-HRTimeline
Vickerman Investment Advisors, Inc.6,454$265K0.06%-1,62013F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners6,331$260K0.03%new13F-HRTimelineGroup
SUTTON PLACE INVESTORS LLC6,291$258K0.14%+4313F-HRTimeline
BWM Planning, LLC5,939$244K0.06%+46913F-HRTimeline
Gemmer Asset Management LLC5,908$243K0.02%+1413F-HRTimeline
Physician Wealth Solutions Inc.5,800$238K0.1%013F-HRTimeline
Trademark Financial Management, LLC5,603$230K0.11%013F-HRTimeline
KILNER CAPITAL ADVISORS, LLC5,576$229K0.22%013F-HRTimeline
Integrity Wealth Solutions LLC5,567$229K0.09%+5913F-HRTimeline
Sanchez Levi Garrett5,555$228K0.14%13F-HRTimeline
Washington Trust Advisors, Inc.5,505$226K0.02%+1313F-HRTimeline
PW ADVISORS, LLC \ FL5,472$225K0.17%-30713F-HRTimeline
CURIO WEALTH, LLC5,380$221K0.08%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY5,102$210K<0.01%+3,18613F-HRTimelineGroup
Clarity Asset Management, Inc.5,049$207K0.11%new13F-HRTimeline
Red Tortoise LLC4,765$196K0.08%013F-HRTimeline
JFS WEALTH ADVISORS, LLC4,517$186K0.01%-19613F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/4,252$175K<0.01%013F-HRTimelineGroup
American Capital Advisory, LLC3,656$150K0.06%new13F-HRTimeline
LRI Investments, LLC3,514$144K0.01%013F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC3,315$136K0.07%+813F-HRTimeline
Timmons Wealth Management, LLC3,049$125K0.12%+4713F-HRTimeline
Allworth Financial LP3,016$124K<0.01%+9713F-HRTimeline
Burk Holdings LLC2,424$99.6K0.04%new13F-HRTimeline
IFP Advisors, Inc2,305$94.7K<0.01%-64113F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC2,182$89.6K0.01%+513F-HRTimeline
Medallion Wealth Advisors, LLC1,761$72.4K0.02%013F-HRTimeline
CARDIFF PARK ADVISORS, LLC1,628$66.9K0.01%+413F-HRTimeline
C M BIDWELL & ASSOCIATES LTD1,500$61.6K0.03%013F-HRTimeline
PINNEY & SCOFIELD, INC.1,297$53.3K0.03%-29313F-HRTimeline
Rialto Wealth Management, LLC1,082$44.5K0.01%013F-HRTimeline
Larson Financial Group LLC1,003$41.2K<0.01%013F-HRTimeline
Nalls Sherbakoff Group, LLC925$38K0.03%013F-HRTimeline
Qube Research & Technologies Ltd868$35.7K<0.01%-4813F-HRTimeline
Dunhill Financial, LLC755$31K0.01%+54013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…388$15.9K<0.01%013F-HRTimelineGroup
Anfield Capital Management, LLCin group Anfield Capital Management, L…350$14.4K<0.01%013F-HRTimelineGroup
ELEVATE WEALTH ADVISORY, INC337$13.8K0.01%013F-HRTimeline
AlphaCore Capital LLC298$12.2K<0.01%013F-HRTimeline
Smartleaf Asset Management LLC300$12K<0.01%013F-HRTimeline
Pillar Financial Advisors, LLC204$8.38K<0.01%new13F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…185$7.6K<0.01%013F-HRTimelineGroup
MAI Capital Management138$5.67K<0.01%013F-HRTimeline
Quent Capital, LLC5$205<0.01%-313F-HRTimeline
MATHER GROUP, LLC.0$15<0.01%new13F-HRTimelineAmount filed as zero, left out of ratios.