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Disclosery

DFSU DIMENSIONAL ETF TRUST

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US SUSTAINABILTY (fund)

205 managers (206 13F filers) reported a position in DFSU shares at 2025-03-31, 25,522,104 shares in all. 17 filers opened a position and 8 filers sold out during the quarter.

Managers
205
13F filers
206
New
17
Added
100
Reduced
49
Sold out
8
Shares held by filers
25,522,104

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Retirement Solution LLC5,464,845$196M55.53%-201,12013F-HR/ATimeline
AWM CAPITAL, LLC3,054,238$109M12.76%+116,78213F-HRTimeline
Quantum Financial Advisors, LLC2,280,462$81.7M12.17%+9,61413F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding1,605,991$57.5M+1,021,103Timeline
Citrine Capital LLC993,844$35.6M22.27%+131,47513F-HRTimeline
Abacus Wealth Partners, LLC972,205$34.8M5.24%+1,31413F-HRTimeline
LongView Asset Management LLC661,609$23.7M20.33%+35,45113F-HRTimeline
Adero Partners, LLC563,186$20.2M1.32%-12,60313F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…412,711$14.8M0.03%-3,86413F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP396,258$14.2M0.23%-2,39013F-HRTimelineGroup
Gibson Capital, LLC390,767$14M2.95%-10,55613F-HR/ATimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC350,932$12.8M0.06%+29913F-HRTimelineGroup
Willow Creek Wealth Management Inc.343,187$12.3M1.2%+88,01913F-HRTimeline
Heritage Financial Services, LLC315,722$11.3M1.12%+10,90513F-HRTimeline
New Capital Management LP313,949$11.2M3.23%-25,62413F-HRTimeline
Wolfstich Capital, LLC277,702$9.94M8.99%013F-HR/ATimeline
NWAM LLC212,693$7.62M0.66%+2,61213F-HRTimeline
Blue Oak Capital, LLC212,370$7.6M4.2%-31,11013F-HRTimeline
OneDigital Investment Advisors LLC199,388$7.14M0.08%+14,62213F-HRTimeline
Planning Center, Inc.195,628$7.01M0.83%+8,96813F-HRTimeline
Apella Capital, LLC198,694$6.9M0.24%+51,96613F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP192,011$6.88M0.01%-46313F-HRTimelineGroup
SJS Investment Consulting Inc.190,766$6.83M1.16%+14,37913F-HRTimeline
Cardinal Point Capital Management ULC183,930$6.59M0.61%+6,80013F-HRTimeline
QUARRY HILL ADVISORS, LLC173,981$6.23M4.05%+7,80313F-HRTimeline
Strategic Investment Solutions, Inc. /IL164,263$5.88M1.71%-14,12213F-HRTimeline
Pure Financial Advisors, LLC150,634$5.39M0.11%+11,66213F-HRTimeline
Momentous Wealth Management, Inc.149,380$5.35M3.79%+4,03513F-HRTimeline
Wealth Architects, LLC141,417$5.06M0.56%+6,31313F-HR/ATimeline
BRIGHTON JONES LLC138,557$4.96M0.16%+24,33513F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC132,389$4.74M<0.01%new13F-HRTimelineGroup
Waypoint Wealth Partners Inc.126,852$4.54M1.26%+72013F-HRTimeline
Allodium Investment Consultants, LLC117,429$4.21M3.1%+22,92613F-HRTimeline
Northland Capital Management LLC112,873$4.04M2.73%-5,11613F-HRTimeline
Betterment LLC109,119$3.91M0.01%+25,79713F-HRTimeline
RAM Investment Partners, LLC95,704$3.43M0.85%-7,17913F-HRTimeline
Syverson Strege & Co92,308$3.31M1.06%+5,75213F-HRTimeline
Wealth Management Strategies, Inc.90,477$3.24M2.17%+53,46513F-HRTimeline
MB Generational Wealth, LLC85,234$3.05M2.28%-75213F-HRTimeline
Asset Dedication, LLC84,280$3.02M0.24%+6,61413F-HRTimeline
Simplicity Wealth,LLC83,566$2.99M0.23%new13F-HRTimeline
Five Oceans Advisors82,619$2.96M1.42%-89913F-HRTimeline
Truepoint, Inc.80,417$2.88M0.08%+10,54513F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC78,661$2.82M<0.01%+2,39513F-HRTimeline
Addison Advisors LLC78,598$2.81M0.77%+69513F-HRTimeline
Martin Worley Group78,118$2.8M1.6%+26,49813F-HRTimeline
Rockbridge Investment Management, LCC76,727$2.75M0.33%-65413F-HRTimeline
LPL Financial LLC75,395$2.7M<0.01%+21,12213F-HRTimeline
Chicago Partners Investment Group LLC73,354$2.63M0.09%-1,20913F-HRTimeline
Sequoia Financial Advisors, LLC66,473$2.38M0.02%new13F-HRTimeline
Aspen Capital Management, LLC65,486$2.35M0.75%13F-HRTimeline
NewEdge Advisors, LLC64,787$2.32M0.01%-11,74613F-HRTimeline
BetterWealth, LLC59,559$2.13M0.6%-18,06213F-HRTimeline
Foundation Wealth Management, LLC\PA59,324$2.12M1.01%013F-HRTimeline
Level Financial Advisors57,995$2.08M0.71%-49013F-HRTimeline
Longview Financial Advisors LLC56,753$2.03M1.34%+5,28213F-HRTimeline
Trellis Wealth Advisors LLC56,193$2.01M0.98%+20013F-HRTimeline
TCI Wealth Advisors, Inc.51,395$1.84M0.15%+1,39813F-HRTimeline
United Wealth Management, LLC51,107$1.83M0.57%+61013F-HRTimeline
DiNuzzo Private Wealth, Inc.51,081$1.83M0.23%+62313F-HRTimeline
Equita Financial Network, Inc.50,553$1.81M0.63%+7,67613F-HRTimeline
Jentner Corp49,378$1.77M0.53%+2,75013F-HRTimeline
Babb Wealth Advisors LLC46,413$1.66M1.33%-14,42813F-HRTimeline
D.A. DAVIDSON & CO.45,669$1.64M0.01%+24,67613F-HRTimeline
Burton Enright Welch42,253$1.51M0.31%+513F-HRTimeline
Private Advisor Group, LLC42,093$1.51M0.01%+51613F-HRTimeline
COMPASS CAPITAL CORP /MA/ /ADV44,878$1.46M0.77%-31,79613F-HRTimeline
Modera Wealth Management, LLC39,662$1.42M0.02%+80013F-HRTimeline
Morling Financial Advisors, LLC38,707$1.39M0.48%+10,13313F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC38,429$1.38M0.01%+85013F-HR/ATimelineGroup
Cambridge Financial Group, LLC37,418$1.34M0.57%+5,25613F-HRTimeline
EnRich Financial Partners LLC37,062$1.33M0.45%-1,64313F-HRTimeline
RW Investment Management LLC36,367$1.3M0.16%-14,97513F-HRTimeline
Aerodigm Wealth, LLC36,355$1.3M0.73%-9,87713F-HRTimeline
Wealth Advisors Northwest LLC36,191$1.3M0.82%+3,66413F-HRTimeline
CAHILL FINANCIAL ADVISORS INC33,968$1.22M0.17%+5,02813F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV33,891$1.21M<0.01%+26,81913F-HRTimeline
Physician Wealth Advisors, Inc.33,157$1.19M0.2%-50013F-HRTimeline
Farther Finance Advisors, LLC32,885$1.18M0.03%-6,50813F-HRTimeline
Root Financial Partners, LLC32,203$1.15M0.12%+16,61813F-HRTimeline
Shira Ridge Wealth Management31,383$1.12M0.56%-1,00013F-HRTimeline
Wealthspire Advisors, LLC30,618$1.1M0.01%013F-HRTimeline
Vermillion Wealth Management, Inc.30,265$1.08M0.32%+6613F-HRTimeline
Henrickson Nauta Wealth Advisors, Inc.31,901$1.07M0.44%+16,76013F-HRTimeline
Monument Group Wealth Advisors, LLC29,114$1.04M0.72%+21013F-HRTimeline
WPWealth LLP28,853$1.03M0.2%+8,37813F-HRTimeline
North Ridge Wealth Advisors, Inc.28,316$1.01M0.68%-10613F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP28,207$1.01M<0.01%+7,32813F-HRTimelineGroup
SCHWARZ DYGOS WHEELER INVESTMENT ADVISO…27,898$999K0.24%+16713F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC26,506$949K<0.01%+2,23313F-HR/ATimelineGroup
Altiora Financial Group, LLC26,000$931K0.2%013F-HRTimeline
Tanager Wealth Management LLP25,791$924K0.12%+70313F-HRTimeline
von Borstel & Associates, Inc.24,970$894K0.27%+81913F-HRTimeline
Mills Wealth Advisors LLC24,770$887K0.47%+21313F-HRTimeline
HILL ISLAND FINANCIAL LLC24,486$877K0.26%new13F-HRTimeline
Rehmann Capital Advisory Group24,072$862K0.05%+51213F-HRTimeline
Joel Adams & Associates, Inc.23,105$827K0.74%+31413F-HRTimeline
Orion Capital Management LLC22,327$800K0.34%-1,07413F-HRTimeline
Meritas Wealth Management, LLC21,599$773K0.45%+8,84313F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC22,826$765K0.17%-20,00913F-HRTimeline
Balanced Rock Investment Advisors LLC21,097$755K0.6%+2,87313F-HRTimeline
Bridgewater Advisors Inc.21,113$747K0.06%-5,64813F-HRTimeline
Caprock Group, LLC20,260$726K0.02%013F-HRTimeline
Keel Point, LLC20,212$724K0.06%013F-HRTimeline
Investment Advisory Group, LLC20,053$718K0.24%-21613F-HRTimeline
AdvisorNet Financial, Inc19,696$705K0.05%+4,80613F-HRTimeline
Cordant, Inc.19,570$701K0.36%+3,02513F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/19,209$688K<0.01%new13F-HRTimelineGroup
HICKS CAPITAL MANAGEMENT LLC19,156$686K0.91%13F-HRTimeline
Ledgewood Wealth Advisors, LLC18,130$649K0.42%013F-HRTimeline
Financial Connections Group, Inc.18,135$649K0.29%+5,90413F-HRTimeline
Opes Wealth Management LLC17,701$634K0.13%+46013F-HRTimeline
Creative Capital Management Investments…17,210$616K0.24%-1,00813F-HRTimeline
BRIDGE GENERATIONS WEALTH MANAGEMENT LLC17,151$614K0.39%-1513F-HRTimeline
Creative Planningin group Creative Planning16,246$582K<0.01%+3013F-HRTimelineGroup
Pine Harbor Wealth Management, LLC15,787$565K0.23%-18713F-HRTimeline
First Affirmative Financial Network15,442$553K0.34%new13F-HRTimeline
Flagstone Financial Management15,358$550K0.18%+34013F-HRTimeline
MONOGRAPH WEALTH ADVISORS, LLC15,175$543K0.07%new13F-HRTimeline
Freedom Financial Partners LLC14,616$523K0.24%+3213F-HRTimeline
HUTCHINSON CAPITAL MANAGEMENT/CA14,177$508K0.1%013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC13,712$491K<0.01%+60013F-HRTimelineGroup
Ruedi Wealth Management, Inc.13,667$489K0.15%+1,34813F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.13,353$478K<0.01%new13F-HRTimelineGroup
Foster Group, Inc.13,308$477K0.02%-3013F-HRTimeline
Clarius Group, LLC13,261$475K0.03%+2,57013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…12,835$460K<0.01%-1,15113F-HRTimelineGroup
Greenspring Advisors, LLC12,767$457K0.11%013F-HRTimeline
Heck Capital Advisors, LLC12,736$456K0.05%new13F-HRTimeline
McGrath & Associates, Inc.12,330$442K0.81%+5,28613F-HRTimeline
Forvis Mazars Wealth Advisors, LLC11,481$411K0.01%-32413F-HRTimeline
Shore Point Advisors, LLC11,434$409K0.22%-6813F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.11,257$403K0.17%+62113F-HRTimeline
Tortoise Investment Management, LLC11,000$394K0.04%013F-HR/ATimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC10,958$392K<0.01%013F-HRTimelineGroup
Envision Financial Planning, LLC10,930$391K0.2%-20613F-HRTimeline
Geometric Wealth Advisors10,802$387K0.07%+70913F-HRTimeline
Passive Capital Management, LLC.10,800$387K0.12%013F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …9,529$341K0.01%new13F-HRTimelineGroup
Cambridge Investment Research Advisors,…9,223$330K<0.01%new13F-HRTimeline
Prime Capital Investment Advisors, LLC9,148$328K<0.01%-2313F-HRTimeline
Mariner, LLCin group Mariner, LLC8,825$316K<0.01%013F-HRTimelineGroup
HighTower Advisors, LLC8,802$315K<0.01%+613F-HRTimeline
Warburton Capital Management, LLC8,791$314K0.23%+19413F-HRTimeline
Keystone Financial Group, Inc.8,373$299K0.21%+1813F-HRTimeline
FAMILY WEALTH PARTNERS, LLC7,768$278K0.13%+17413F-HRTimeline
XY Planning Network, Inc.7,735$277K0.18%-45713F-HRTimeline
Coston, McIsaac & Partners7,475$267K0.08%+3,95113F-HRTimeline
Austin Wealth Management, LLC7,630$266K0.05%+813F-HRTimeline
Towneley Capital Management, Inc / DE7,433$266K0.06%-28613F-HRTimeline
Glassman Wealth Services7,342$263K0.04%+1,90213F-HRTimeline
Michael A. Dubis Financial Planning, LLC7,253$260K0.25%013F-HRTimeline
Laurel Wealth Planning LLC7,247$260K0.17%013F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC7,221$259K0.01%+1,25613F-HRTimeline
NewEdge Wealth, LLC7,205$258K<0.01%new13F-HRTimeline
True Wealth Design, LLC6,964$249K0.09%+4,05713F-HRTimeline
MBE Wealth Management, LLC6,957$249K0.12%new13F-HRTimeline
ACORN CREEK CAPITAL LLC6,879$246K0.12%-17313F-HRTimeline
Avior Wealth Management, LLC6,766$242K0.01%+6,08113F-HRTimeline
Boyce & Associates Wealth Consulting, I…6,627$237K0.24%013F-HRTimeline
VERUS WEALTH MANAGEMENT, LLC6,600$236K0.26%013F-HRTimeline
Austin Asset Management Co Inc6,585$236K0.05%+8513F-HRTimeline
Colorado Capital Management, Inc.6,457$231K0.11%new13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO6,440$231K<0.01%+7413F-HRTimelineGroup
SUTTON PLACE INVESTORS LLC6,440$231K0.16%+6513F-HRTimeline
ROBINSON SMITH WEALTH ADVISORS LLC6,380$228K0.19%new13F-HR/ATimeline
Bluespring Wealth Management, LLC6,286$225K0.02%+87513F-HRTimeline
Physician Wealth Solutions Inc.5,800$208K0.1%013F-HRTimeline
Herold Advisors, Inc.5,697$204K0.04%013F-HRTimeline
Integrity Wealth Solutions LLC5,685$204K0.11%-1,11913F-HRTimeline
PENOBSCOT WEALTH MANAGEMENT5,665$203K0.09%-27,61213F-HRTimeline
Trademark Financial Management, LLC5,595$200K0.15%013F-HRTimeline
Silver Oak Advisory Group, Inc.5,612$200K0.11%-93613F-HRTimeline
Allworth Financial LP5,448$190K<0.01%+1213F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC5,214$187K0.08%+16913F-HRTimeline
Red Tortoise LLC4,765$171K0.09%013F-HRTimeline
JFS WEALTH ADVISORS, LLC4,713$169K0.01%013F-HRTimeline
McClarren Financial Advisors, Inc.4,235$151K0.1%-34913F-HRTimeline
Clearstead Advisors, LLC4,193$150K<0.01%+77013F-HRTimeline
EP Wealth Advisors, LLC4,047$145K<0.01%new13F-HRTimeline
North Capital, Inc.3,983$143K0.13%13F-HRTimeline
RED LIGHTHOUSE INVESTMENT MANAGEMENT, L…3,743$129K0.05%013F-HRTimeline
LRI Investments, LLC3,419$122K0.01%013F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC3,284$118K0.06%+713F-HRTimeline
Wealth Preservation Advisors, LLC3,245$116K0.08%13F-HRTimeline
Glass Jacobson Investment Advisors llc2,773$105K0.03%013F-HRTimeline
Signature Resources Capital Management,…2,639$94.5K0.08%+1,50013F-HRTimeline
GRAND WEALTH MANAGEMENT, LLC2,618$93.7K0.05%-1,39913F-HRTimeline
Parkworth Wealth Management, Inc.2,199$78.7K0.06%+413F-HRTimeline
IFP Advisors, Inc1,997$71.5K<0.01%+3213F-HRTimeline
Rialto Wealth Management, LLC1,920$68.8K0.02%013F-HRTimeline
Medallion Wealth Advisors, LLC1,761$63.4K0.03%013F-HRTimeline
C M BIDWELL & ASSOCIATES LTD1,500$53.7K0.03%013F-HRTimeline
CARDIFF PARK ADVISORS, LLC1,279$45.8K<0.01%+313F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,244$44K<0.01%new13F-HR/ATimelineGroup
Nalls Sherbakoff Group, LLC925$33.1K0.03%13F-HRTimeline
GPS Wealth Strategies Group, LLC704$25.2K<0.01%013F-HRTimeline
PINNEY & SCOFIELD, INC.425$15.2K0.01%+25913F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…350$12.5K<0.01%013F-HRTimelineGroup
ELEVATE WEALTH ADVISORY, INC337$12.1K0.01%013F-HRTimeline