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Disclosery

DFSU DIMENSIONAL ETF TRUST

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US SUSTAINABILTY (fund)

195 managers (196 13F filers) reported a position in DFSU shares at 2024-12-31, 24,976,725 shares in all. 17 filers opened a position and 4 filers sold out during the quarter.

Managers
195
13F filers
196
New
17
Added
74
Reduced
43
Sold out
4
Shares held by filers
24,976,725

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Retirement Solution LLC5,665,965$215M56.23%-179,62813F-HRTimeline
AWM CAPITAL, LLC2,937,456$111M13.62%+183,32213F-HRTimeline
Quantum Financial Advisors, LLC2,270,848$86.1M13.12%+39,21513F-HRTimeline
Merriman Wealth Management, LLC988,593$37.5M1.56%-29,35213F-HRTimeline
Abacus Wealth Partners, LLC970,891$36.8M5.49%-3,49313F-HRTimeline
Citrine Capital LLC862,369$32.7M24.08%13F-HRTimeline
LongView Asset Management LLC626,158$23.7M20.68%13F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding584,888$22.2M+4,297Timeline
Adero Partners, LLC575,789$21.8M1.41%+53,04613F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…416,575$15.8M0.03%+12,47913F-HR/ATimeline
Gibson Capital, LLC401,323$15.2M3.11%013F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP398,648$15.1M0.25%+1,14313F-HR/ATimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC350,633$13.5M0.06%+81,56313F-HRTimelineGroup
New Capital Management LP339,573$12.9M3.76%+25,74213F-HRTimeline
Heritage Financial Services, LLC304,817$11.6M1.53%-5,82513F-HRTimeline
Wolfstich Capital, LLC277,702$10.5M9.33%13F-HRTimeline
Willow Creek Wealth Management Inc.255,168$9.67M0.99%+61,65713F-HRTimeline
Blue Oak Capital, LLC243,480$9.23M5.61%13F-HRTimeline
Elser Financial Planning, Inc221,004$8.38M0.61%new13F-HRTimeline
NWAM LLC210,081$7.96M0.49%+21,04113F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP192,474$7.29M0.01%-10,18513F-HRTimelineGroup
Planning Center, Inc.186,660$7.07M0.9%-15,70613F-HRTimeline
OneDigital Investment Advisors LLC184,766$7M0.08%-1,87913F-HRTimeline
Cardinal Point Capital Management ULC177,130$6.71M1.07%+6,32013F-HRTimeline
SJS Investment Consulting Inc.176,387$6.69M1.15%+8,29513F-HRTimeline
QUARRY HILL ADVISORS, LLC166,178$6.3M4.24%-5,43013F-HRTimeline
Strategic Investment Solutions, Inc. /IL178,385$5.68M1.9%-4,11613F-HRTimeline
Apella Capital, LLC146,728$5.56M0.21%+14,09313F-HRTimeline
Momentous Wealth Management, Inc.145,345$5.51M4.57%13F-HRTimeline
Pure Financial Advisors, LLC138,972$5.27M0.12%+49,34713F-HRTimeline
Wealth Architects, LLC135,104$5.12M0.58%+4,58513F-HRTimeline
Waypoint Wealth Partners Inc.126,132$4.78M1.3%+1,65913F-HRTimeline
Northland Capital Management LLC117,989$4.47M3.32%-16,46513F-HRTimeline
BRIGHTON JONES LLC114,222$4.33M0.13%+19,78113F-HR/ATimeline
RAM Investment Partners, LLC102,883$3.9M0.96%+3,90013F-HRTimeline
Allodium Investment Consultants, LLC94,503$3.58M2.99%13F-HRTimeline
Syverson Strege & Co86,556$3.28M1.09%+113F-HRTimeline
MB Generational Wealth, LLC85,986$3.26M2.39%-1,71913F-HRTimeline
Five Oceans Advisors83,518$3.17M1.45%+11,89013F-HRTimeline
Betterment LLC83,322$3.16M0.01%+36,06913F-HRTimeline
Addison Advisors LLC77,903$2.95M0.82%+3,83513F-HRTimeline
Asset Dedication, LLC77,666$2.94M0.23%+3,54213F-HRTimeline
BetterWealth, LLC77,621$2.94M0.81%-7,81213F-HRTimeline
Rockbridge Investment Management, LCC77,381$2.93M0.38%+3,74713F-HRTimeline
COMPASS CAPITAL CORP /MA/ /ADV76,674$2.91M1.13%13F-HRTimeline
NewEdge Advisors, LLC76,533$2.9M0.02%+21,33513F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC76,266$2.89M<0.01%+4,82313F-HRTimeline
Carlson Capital Management75,409$2.86M0.12%+16,02813F-HRTimeline
Chicago Partners Investment Group LLC74,563$2.84M0.09%+1,63713F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…72,841$2.76M<0.01%+49,70713F-HRTimelineGroup
Truepoint, Inc.69,872$2.65M0.07%-10113F-HRTimeline
Babb Wealth Advisors LLC60,841$2.31M1.86%13F-HRTimeline
Foundation Wealth Management, LLC\PA59,324$2.25M1.09%13F-HRTimeline
Level Financial Advisors58,485$2.22M0.81%+11,14413F-HRTimeline
Trellis Wealth Advisors LLC55,993$2.12M1.07%-4,65013F-HRTimeline
LPL Financial LLC54,273$2.06M<0.01%+11,63713F-HRTimeline
Martin Worley Group51,620$1.96M1.22%13F-HRTimeline
Longview Financial Advisors LLC51,471$1.95M1.31%13F-HRTimeline
RW Investment Management LLC51,342$1.95M0.24%-2,31813F-HRTimeline
United Wealth Management, LLC50,497$1.91M0.64%13F-HRTimeline
DiNuzzo Private Wealth, Inc.50,458$1.91M0.24%-4,66413F-HRTimeline
TCI Wealth Advisors, Inc.49,997$1.89M0.16%+6,20413F-HRTimeline
Jentner Corp46,628$1.77M0.51%+41,04813F-HRTimeline
Aerodigm Wealth, LLC46,232$1.75M1.05%+11,40413F-HRTimeline
Equita Financial Network, Inc.42,877$1.63M0.59%-2,36813F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC42,835$1.61M0.35%+6,97313F-HRTimeline
Burton Enright Welch42,248$1.6M0.34%new13F-HRTimeline
Private Advisor Group, LLC41,577$1.58M0.01%-11,94413F-HRTimeline
Farther Finance Advisors, LLC39,393$1.49M0.05%+3,45913F-HRTimeline
Modera Wealth Management, LLC38,862$1.47M0.02%+36313F-HRTimeline
EnRich Financial Partners LLC38,705$1.47M0.49%+313F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC37,579$1.42M0.01%+22,22813F-HRTimelineGroup
Wealth Management Strategies, Inc.37,012$1.4M1.07%13F-HR/ATimeline
Physician Wealth Advisors, Inc.33,657$1.28M0.22%-68013F-HRTimeline
PENOBSCOT WEALTH MANAGEMENT33,277$1.26M0.58%-2,96013F-HRTimeline
Wealth Advisors Northwest LLC32,527$1.23M0.84%13F-HRTimeline
Shira Ridge Wealth Management32,383$1.23M0.6%-43613F-HRTimeline
Cambridge Financial Group, LLC32,162$1.22M0.52%-4,70713F-HRTimeline
Wealthspire Advisors, LLC30,618$1.16M0.01%-30,61813F-HRTimeline
Vermillion Wealth Management, Inc.30,199$1.14M0.59%13F-HRTimeline
CAHILL FINANCIAL ADVISORS INC28,940$1.1M0.15%-5,18013F-HRTimeline
Monument Group Wealth Advisors, LLC28,904$1.1M0.78%+1,19913F-HRTimeline
Morling Financial Advisors, LLC28,574$1.08M0.38%+2,30713F-HRTimeline
North Ridge Wealth Advisors, Inc.28,422$1.08M0.75%+84213F-HRTimeline
SCHWARZ DYGOS WHEELER INVESTMENT ADVISO…27,731$1.05M0.26%-66813F-HRTimeline
Bridgewater Advisors Inc.26,761$1.01M0.11%new13F-HRTimeline
Altiora Financial Group, LLC26,000$985K0.21%013F-HRTimeline
Tanager Wealth Management LLP25,088$951K0.12%+4,05013F-HRTimeline
Mills Wealth Advisors LLC24,557$931K0.53%+20813F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC24,297$921K<0.01%-17,89313F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC24,273$920K<0.01%-22,30413F-HRTimelineGroup
von Borstel & Associates, Inc.24,151$915K0.36%+9,10113F-HRTimeline
Rehmann Capital Advisory Group23,560$893K0.06%+2,80113F-HRTimeline
Orion Capital Management LLC23,401$887K0.39%-40313F-HRTimeline
Joel Adams & Associates, Inc.22,791$864K0.78%13F-HRTimeline
D.A. DAVIDSON & CO.20,993$796K0.01%+78413F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP20,879$791K<0.01%+1,57913F-HRTimelineGroup
WPWealth LLP20,475$776K0.16%+1,43513F-HRTimeline
Investment Advisory Group, LLC20,269$768K0.26%013F-HRTimeline
Caprock Group, LLC20,260$768K0.03%-1,90013F-HRTimeline
Keel Point, LLC20,212$766K0.06%013F-HRTimeline
DIVERSIFY WEALTH MANAGEMENT, LLCin group Diversify Advisory Services, …18,558$696K0.05%013F-HRTimelineGroup
Balanced Rock Investment Advisors LLC18,224$691K0.55%new13F-HRTimeline
Creative Capital Management Investments…18,218$690K0.29%-1,12513F-HRTimeline
Ledgewood Wealth Advisors, LLC18,130$687K0.44%013F-HRTimeline
Opes Wealth Management LLC17,241$653K0.13%+3013F-HRTimeline
BRIDGE GENERATIONS WEALTH MANAGEMENT LLC17,166$651K0.43%13F-HRTimeline
Cordant, Inc.16,545$627K0.33%-7,01713F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC16,333$619K<0.01%new13F-HRTimelineGroup
Creative Planningin group Creative Planning16,216$615K<0.01%new13F-HRTimelineGroup
Pine Harbor Wealth Management, LLC15,974$605K0.24%+58013F-HRTimeline
Root Financial Partners, LLC15,585$591K0.07%new13F-HRTimeline
Henrickson Nauta Wealth Advisors, Inc.15,141$574K0.23%-3,40413F-HRTimeline
Flagstone Financial Management15,018$569K0.19%+17913F-HRTimeline
AdvisorNet Financial, Inc14,890$564K0.05%+4,95713F-HRTimeline
Freedom Financial Partners LLC14,584$553K0.27%13F-HRTimeline
HUTCHINSON CAPITAL MANAGEMENT/CA14,177$537K0.1%013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…13,986$530K<0.01%new13F-HRTimelineGroup
Foster Group, Inc.13,338$506K0.02%013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC13,112$497K<0.01%+3,39013F-HRTimelineGroup
Greenspring Advisors, LLC12,767$484K0.11%013F-HRTimeline
Meritas Wealth Management, LLC12,756$483K0.29%-41913F-HRTimeline
Ruedi Wealth Management, Inc.12,319$467K0.15%+93313F-HRTimeline
Financial Connections Group, Inc.12,231$463K0.22%+413F-HRTimeline
Forvis Mazars Wealth Advisors, LLC11,805$447K0.01%013F-HRTimeline
Shore Point Advisors, LLC11,502$436K0.23%+113F-HRTimeline
Envision Financial Planning, LLC11,136$422K0.22%+27513F-HRTimeline
Tortoise Investment Management, LLC11,000$417K0.04%013F-HR/ATimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC10,958$415K<0.01%013F-HRTimelineGroup
Passive Capital Management, LLC.10,800$409K0.14%013F-HRTimeline
Clarius Group, LLC10,691$405K0.03%+3,31713F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.10,636$403K0.17%+10,19113F-HRTimeline
Geometric Wealth Advisors10,093$383K0.07%-95313F-HRTimeline
Prime Capital Investment Advisors, LLC9,171$348K0.01%-6313F-HRTimeline
Mariner, LLCin group Mariner, LLC8,825$334K<0.01%013F-HRTimelineGroup
HighTower Advisors, LLC8,796$333K<0.01%+1,90313F-HRTimeline
Warburton Capital Management, LLC8,597$325K0.24%13F-HRTimeline
Keystone Financial Group, Inc.8,355$317K0.26%13F-HRTimeline
OLD MISSION CAPITAL LLC8,201$311K0.01%new13F-HRTimeline
XY Planning Network, Inc.8,192$310K0.23%13F-HRTimeline
Austin Wealth Management, LLC7,622$295K0.06%+10713F-HRTimeline
Towneley Capital Management, Inc / DE7,719$293K0.07%-4113F-HRTimeline
FAMILY WEALTH PARTNERS, LLC7,594$288K0.14%-17613F-HRTimeline
Michael A. Dubis Financial Planning, LLC7,253$275K0.27%13F-HRTimeline
Laurel Wealth Planning LLC7,247$275K0.18%013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV7,072$268K<0.01%013F-HRTimeline
ACORN CREEK CAPITAL LLC7,052$267K0.14%-23913F-HRTimeline
McGrath & Associates, Inc.7,044$267K0.54%13F-HRTimeline
Integrity Wealth Solutions LLC6,804$258K0.14%new13F-HRTimeline
Boyce & Associates Wealth Consulting, I…6,627$251K0.25%new13F-HRTimeline
VERUS WEALTH MANAGEMENT, LLC6,600$250K0.28%13F-HR/ATimeline
Silver Oak Advisory Group, Inc.6,548$248K0.13%+2413F-HRTimeline
Austin Asset Management Co Inc6,500$246K0.05%013F-HRTimeline
SUTTON PLACE INVESTORS LLC6,375$242K0.14%-53513F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO6,366$241K<0.01%-54413F-HRTimelineGroup
EXENCIAL WEALTH ADVISORS, LLC5,965$226K0.01%013F-HRTimeline
Physician Wealth Solutions Inc.5,800$220K0.11%013F-HRTimeline
Herold Advisors, Inc.5,697$216K0.05%013F-HRTimeline
Allworth Financial LP5,436$214K<0.01%+2,55213F-HRTimeline
Trademark Financial Management, LLC5,595$212K0.17%013F-HRTimeline
TOWNSQUARE CAPITAL LLC5,493$208K<0.01%new13F-HRTimeline
Glassman Wealth Services5,440$206K0.03%+1,08513F-HRTimeline
Bluespring Wealth Management, LLC5,411$205K0.02%new13F-HRTimeline
Sterling Wealth Management, Inc.5,288$200K0.07%new13F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC5,045$191K0.08%+1813F-HRTimeline
CURIO WEALTH, LLC4,944$187K0.1%13F-HRTimeline
Red Tortoise LLC4,765$181K0.09%+1513F-HRTimeline
JFS WEALTH ADVISORS, LLC4,713$179K0.01%013F-HRTimeline
GRAND WEALTH MANAGEMENT, LLC4,017$152K0.08%+1,37113F-HRTimeline
RED LIGHTHOUSE INVESTMENT MANAGEMENT, L…3,743$142K0.06%013F-HRTimeline
McClarren Financial Advisors, Inc.4,584$141K0.4%+37313F-HRTimeline
Coston, McIsaac & Partners3,524$133K0.04%new13F-HRTimeline
Clearstead Advisors, LLC3,423$130K<0.01%013F-HRTimeline
LRI Investments, LLC3,419$130K0.01%+37813F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC3,277$124K0.06%013F-HRTimeline
CRITERION CAPITAL ADVISORS, LLC3,516$123K0.08%013F-HRTimeline
True Wealth Design, LLC2,907$110K0.04%-81213F-HRTimeline
Glass Jacobson Investment Advisors llc2,773$105K0.03%+1013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Parkworth Wealth Management, Inc.2,195$83.2K0.07%13F-HRTimeline
IFP Advisors, Inc1,965$74.5K<0.01%+40013F-HRTimeline
Rialto Wealth Management, LLC1,920$72.8K0.02%13F-HRTimeline
Medallion Wealth Advisors, LLC1,761$66.7K0.03%13F-HRTimeline
C M BIDWELL & ASSOCIATES LTD1,500$56.9K0.03%013F-HRTimeline
CARDIFF PARK ADVISORS, LLC1,276$48.4K<0.01%+413F-HRTimeline
Signature Resources Capital Management,…1,139$43.2K0.04%+3013F-HRTimeline
GPS Wealth Strategies Group, LLC704$26.7K<0.01%new13F-HRTimeline
Avior Wealth Management, LLC685$26K<0.01%-12213F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…350$13.3K<0.01%013F-HRTimelineGroup
Aptus Capital Advisors, LLC326$12.4K<0.01%013F-HRTimeline
ELEVATE WEALTH ADVISORY, INC337$11.1K0.01%013F-HRTimeline
UBS Group AGin group UBS Group AG274$10.4K<0.01%new13F-HRTimelineGroup
PINNEY & SCOFIELD, INC.166$6.31K<0.01%13F-HRTimeline
SYM FINANCIAL Corp120$4.55K<0.01%013F-HRTimeline
Quent Capital, LLC2$76<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.