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Disclosery

DFSU DIMENSIONAL ETF TRUST

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US SUSTAINABILTY (fund)

220 managers (221 13F filers) reported a position in DFSU shares at 2025-06-30, 27,920,098 shares in all. 24 filers opened a position and 9 filers sold out during the quarter.

Managers
220
13F filers
221
New
24
Added
113
Reduced
47
Sold out
9
Shares held by filers
27,920,098

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Retirement Solution LLC5,443,674$214M54.54%-21,17113F-HR/ATimeline
Quantum Financial Advisors, LLC2,399,411$94.2M12.75%+118,94913F-HRTimeline
AWM CAPITAL, LLC2,259,010$88.7M9.33%-795,22813F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding2,196,648$86.2M+590,657Timeline
MASECO LLP1,837,409$72.2M2.75%13F-HRTimeline
Abacus Wealth Partners, LLC1,234,428$48.5M7.4%+262,22313F-HRTimeline
Citrine Capital LLC1,083,004$42.5M22.57%+89,16013F-HRTimeline
LongView Asset Management LLC702,809$27.6M20.85%+41,20013F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP416,004$16.3M0.25%+19,74613F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…407,806$16.3M0.03%-4,90513F-HRTimeline
Gibson Capital, LLC390,765$15.3M3.03%-213F-HRTimeline
Heritage Financial Services, LLC339,438$13.3M1.28%+23,71613F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC339,357$13.3M0.05%-11,57513F-HRTimelineGroup
Willow Creek Wealth Management Inc.318,781$12.5M1.13%-24,40613F-HRTimeline
Triune Financial Partners, LLC279,197$11M3.02%new13F-HRTimeline
New Capital Management LP272,556$10.7M2.99%-41,39313F-HRTimeline
Pure Financial Advisors, LLC266,092$10.4M0.18%+115,45813F-HRTimeline
Apella Capital, LLC217,472$8.62M0.23%+18,77813F-HRTimeline
Planning Center, Inc.207,386$8.14M0.9%+11,75813F-HRTimeline
SJS Investment Consulting Inc.204,423$8.02M1.27%+13,65713F-HRTimeline
NWAM LLC203,827$8M0.46%-8,86613F-HR/ATimeline
Wealth Architects, LLC200,646$7.88M0.8%+59,22913F-HRTimeline
BRIGHTON JONES LLC195,108$7.66M0.21%+56,55113F-HRTimeline
QUARRY HILL ADVISORS, LLC194,238$7.62M4.44%+20,25713F-HRTimeline
Waypoint Wealth Partners Inc.191,470$7.52M1.83%+64,61813F-HRTimeline
OneDigital Investment Advisors LLC183,789$7.21M0.08%-15,59913F-HRTimeline
Cardinal Point Capital Management ULC183,755$7.21M0.57%-17513F-HRTimeline
Momentous Wealth Management, Inc.168,099$6.6M4.26%+18,71913F-HRTimeline
Betterment LLC162,302$6.37M0.01%+53,18313F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP151,057$5.93M0.01%-40,95413F-HR/ATimelineGroup
Blue Oak Capital, LLC149,230$5.86M3.08%-63,14013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC145,904$5.73M2.26%+140,69013F-HRTimeline
Allodium Investment Consultants, LLC134,521$5.28M3.34%+17,09213F-HRTimeline
Wealth Management Strategies, Inc.124,604$4.89M2.63%+34,12713F-HRTimeline
Northland Capital Management LLC122,529$4.81M2.96%+9,65613F-HRTimeline
RAM Investment Partners, LLC121,006$4.75M1%+25,30213F-HRTimeline
Five Oceans Advisors116,060$4.56M1.94%+33,44113F-HRTimeline
Aspen Capital Management, LLC111,007$4.36M1.22%+45,52113F-HRTimeline
Strategic Investment Solutions, Inc. /IL96,191$3.78M1.14%-68,07213F-HRTimeline
Syverson Strege & Co92,392$3.63M0.86%+8413F-HRTimeline
Truepoint, Inc.92,208$3.62M0.09%+11,79113F-HRTimeline
LPL Financial LLC89,602$3.52M<0.01%+14,20713F-HRTimeline
Addison Advisors LLC84,148$3.3M0.82%+5,55013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC82,616$3.24M<0.01%+3,95513F-HRTimeline
Asset Dedication, LLC81,257$3.19M0.23%-3,02313F-HRTimeline
TCI Wealth Advisors, Inc.80,014$3.14M0.22%+28,61913F-HRTimeline
Sequoia Financial Advisors, LLC79,479$3.12M0.02%+13,00613F-HRTimeline
Equita Financial Network, Inc.78,949$3.1M1.23%+28,39613F-HRTimeline
Premier Financial Group73,461$3M0.83%13F-HRTimeline
Chicago Partners Investment Group LLC73,200$2.97M0.09%-15413F-HRTimeline
Martin Worley Group74,747$2.93M1.44%-3,37113F-HRTimeline
Rockbridge Investment Management, LCC67,784$2.66M0.29%-8,94313F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV62,364$2.45M0.01%+28,47313F-HRTimeline
Level Financial Advisors61,734$2.42M0.75%+3,73913F-HRTimeline
NewEdge Advisors, LLC61,378$2.41M0.01%-3,40913F-HRTimeline
BetterWealth, LLC59,857$2.35M0.6%+29813F-HRTimeline
Foundation Wealth Management, LLC\PA59,342$2.33M1.01%+1813F-HRTimeline
Wolfstich Capital, LLC57,254$2.25M4.93%-220,44813F-HRTimeline
Trellis Wealth Advisors LLC55,999$2.2M0.96%-19413F-HRTimeline
MML INVESTORS SERVICES, LLC54,328$2.13M0.01%new13F-HRTimeline
Burton Enright Welch53,939$2.12M0.37%+11,68613F-HRTimeline
DiNuzzo Private Wealth, Inc.52,428$2.06M0.24%+1,34713F-HRTimeline
Jentner Corp52,231$2.05M0.55%+2,85313F-HRTimeline
United Wealth Management, LLC52,000$2.04M0.59%+89313F-HRTimeline
D.A. DAVIDSON & CO.51,498$2.02M0.01%+5,82913F-HRTimeline
COMPASS CAPITAL CORP /MA/ /ADV46,689$1.89M0.89%+1,81113F-HRTimeline
Longview Financial Advisors LLC47,760$1.87M1.17%-8,99313F-HRTimeline
Babb Wealth Advisors LLC46,535$1.83M1.35%+12213F-HRTimeline
Financial Connections Group, Inc.45,577$1.79M0.74%+27,44213F-HRTimeline
VISTA CAPITAL PARTNERS, INC.45,256$1.78M0.2%new13F-HRTimeline
Private Advisor Group, LLC43,007$1.69M0.01%+91413F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC41,262$1.62M0.01%+2,83313F-HR/ATimelineGroup
Morling Financial Advisors, LLC40,239$1.58M0.52%+1,53213F-HRTimeline
Cambridge Investment Research Advisors,…39,725$1.56M<0.01%+30,50213F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…39,677$1.56M<0.01%new13F-HRTimelineGroup
Wealth Advisors Northwest LLC39,577$1.55M0.82%+3,38613F-HRTimeline
Modera Wealth Management, LLC39,362$1.54M0.02%-30013F-HRTimeline
Sellwood Investment Partners LLC38,736$1.52M0.73%new13F-HRTimeline
RW Investment Management LLC37,122$1.46M0.16%+75513F-HRTimeline
CAHILL FINANCIAL ADVISORS INC34,385$1.35M0.17%+41713F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC34,298$1.35M<0.01%+20,58613F-HRTimelineGroup
Vermillion Wealth Management, Inc.33,826$1.33M0.63%+3,56113F-HRTimeline
Cambridge Financial Group, LLC33,792$1.33M0.5%-3,62613F-HRTimeline
EnRich Financial Partners LLC33,453$1.31M0.4%-3,60913F-HRTimeline
Physician Wealth Advisors, Inc.33,157$1.3M0.2%013F-HRTimeline
Stratos Investment Management, LLCin group Stratos Wealth Partners, LTD.32,604$1.28M0.06%new13F-HRTimelineGroup
AdvisorNet Financial, Inc31,741$1.25M0.08%+12,04513F-HRTimeline
Shira Ridge Wealth Management31,013$1.22M0.56%-37013F-HRTimeline
Monument Group Wealth Advisors, LLC29,545$1.16M0.73%+43113F-HRTimeline
North Ridge Wealth Advisors, Inc.29,542$1.16M0.71%+1,22613F-HRTimeline
Farther Finance Advisors, LLC29,426$1.15M0.02%-3,45913F-HRTimeline
Root Financial Partners, LLC28,917$1.13M0.11%-3,28613F-HRTimeline
WPWealth LLP28,863$1.13M0.2%+1013F-HRTimeline
Flagstone Financial Management28,675$1.13M0.32%+13,31713F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP28,352$1.11M<0.01%+14513F-HRTimelineGroup
Outbound Financial Inc28,155$1.11M1.01%13F-HRTimeline
Wealthspire Advisors, LLC27,950$1.1M0.01%-2,66813F-HRTimeline
Tanager Wealth Management LLP27,921$1.1M0.13%+2,13013F-HRTimeline
XY Planning Network, Inc.27,907$1.1M0.37%+20,17213F-HRTimeline
SCHWARZ DYGOS WHEELER INVESTMENT ADVISO…26,961$1.06M0.24%-93713F-HRTimeline
von Borstel & Associates, Inc.25,974$1.04M0.27%+1,00413F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC26,038$1.03M0.19%+3,21213F-HRTimeline
Altiora Financial Group, LLC26,000$1.02M0.2%013F-HRTimeline
Mills Wealth Advisors LLC25,903$1.02M0.47%+1,13313F-HRTimeline
Henrickson Nauta Wealth Advisors, Inc.24,692$969K0.34%-7,20913F-HRTimeline
Joel Adams & Associates, Inc.23,324$915K0.81%+21913F-HRTimeline
Rehmann Capital Advisory Group23,320$915K0.06%-75213F-HRTimeline
Balanced Rock Investment Advisors LLC23,297$914K0.72%+2,20013F-HRTimeline
HILL ISLAND FINANCIAL LLC23,168$909K0.25%-1,31813F-HRTimeline
Orion Capital Management LLC22,790$895K0.34%+46313F-HRTimeline
Cordant, Inc.21,851$858K0.41%+2,28113F-HRTimeline
Meritas Wealth Management, LLC21,599$848K0.47%013F-HRTimeline
Bridgewater Advisors Inc.19,646$795K0.06%-1,46713F-HRTimeline
Keel Point, LLC20,212$793K0.05%013F-HRTimeline
Investment Advisory Group, LLC20,053$787K0.24%013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/19,061$748K<0.01%-14813F-HRTimelineGroup
HICKS CAPITAL MANAGEMENT LLC18,410$723K1.14%-74613F-HRTimeline
Ledgewood Wealth Advisors, LLC18,130$712K0.45%013F-HRTimeline
Freedom Financial Partners LLC17,833$700K0.3%+3,21713F-HRTimeline
Opes Wealth Management LLC17,776$698K0.12%+7513F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC17,726$696K<0.01%-114,66313F-HRTimelineGroup
Creative Capital Management Investments…17,347$681K0.24%+13713F-HRTimeline
BRIDGE GENERATIONS WEALTH MANAGEMENT LLC17,151$673K0.41%013F-HRTimeline
Creative Planningin group Creative Planning16,537$649K<0.01%+29113F-HRTimelineGroup
Pine Harbor Wealth Management, LLC15,797$620K0.22%+1013F-HRTimeline
Mariner, LLCin group Mariner, LLC14,191$557K<0.01%+5,36613F-HRTimelineGroup
HUTCHINSON CAPITAL MANAGEMENT/CA14,177$556K0.1%013F-HRTimeline
Foster Group, Inc.13,907$546K0.02%+59913F-HRTimeline
Ruedi Wealth Management, Inc.13,773$541K0.16%+10613F-HRTimeline
McGrath & Associates, Inc.13,518$531K0.86%+1,18813F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.13,353$524K<0.01%013F-HR/ATimelineGroup
True Wealth Design, LLC12,909$507K0.18%+5,94513F-HRTimeline
HighTower Advisors, LLC12,788$502K<0.01%+3,98613F-HRTimeline
Heck Capital Advisors, LLC12,731$500K0.04%-513F-HRTimeline
Geometric Wealth Advisors11,670$458K0.07%+86813F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.11,627$456K0.18%+37013F-HRTimeline
Clarius Group, LLC11,591$455K0.03%-1,67013F-HRTimeline
Forvis Mazars Wealth Advisors, LLC11,481$451K0.01%013F-HRTimeline
Glassman Wealth Services11,379$447K0.07%+4,03713F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC11,006$432K<0.01%new13F-HRTimelineGroup
Tortoise Investment Management, LLC11,000$432K0.04%013F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC10,973$431K<0.01%+1513F-HRTimelineGroup
Envision Financial Planning, LLC10,957$430K0.2%+2713F-HRTimeline
Passive Capital Management, LLC.10,800$427K0.13%013F-HRTimeline
Shore Point Advisors, LLC10,404$408K0.2%-1,03013F-HRTimeline
Warburton Capital Management, LLC9,559$386K0.23%+76813F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …9,553$375K0.01%+2413F-HRTimelineGroup
Prime Capital Investment Advisors, LLC9,148$359K<0.01%013F-HRTimeline
Colorado Capital Management, Inc.8,780$345K0.15%+2,32313F-HRTimeline
Keystone Financial Group, Inc.8,394$335K0.21%+2113F-HRTimeline
FAMILY WEALTH PARTNERS, LLC8,522$334K0.13%+75413F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC8,374$329K<0.01%new13F-HRTimelineGroup
Towneley Capital Management, Inc / DE8,298$326K0.07%+86513F-HRTimeline
NewEdge Wealth, LLC7,991$321K0.01%+78613F-HRTimeline
Coston, McIsaac & Partners7,861$308K0.08%+38613F-HRTimeline
Astra Wealth Partners LLC7,715$303K0.24%new13F-HRTimeline
Austin Wealth Management, LLC7,397$297K0.05%-23313F-HRTimeline
Perigon Wealth Management, LLC7,517$295K0.01%new13F-HRTimeline
McGlone Suttner Wealth Management, Inc.7,313$287K0.04%new13F-HRTimeline
Morton Capital Management LLC/CA7,293$286K0.05%new13F-HRTimeline
Laurel Wealth Planning LLC7,247$284K0.16%013F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC7,221$283K0.01%013F-HRTimeline
Bluespring Wealth Management, LLC7,199$283K0.03%+91313F-HRTimeline
GRAND WEALTH MANAGEMENT, LLC7,162$281K0.14%+4,54413F-HRTimeline
Quadcap Wealth Management, LLC7,148$281K0.04%new13F-HRTimeline
MBE Wealth Management, LLC6,957$273K0.12%013F-HRTimeline
Boyce & Associates Wealth Consulting, I…6,784$266K0.24%+15713F-HRTimeline
Avior Wealth Management, LLC6,768$266K0.01%+213F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO6,767$266K<0.01%+32713F-HRTimelineGroup
Alpha Financial Advisors, LLC6,671$262K0.1%new13F-HRTimeline
VERUS WEALTH MANAGEMENT, LLC6,600$259K0.26%013F-HRTimeline
Austin Asset Management Co Inc6,585$258K0.05%013F-HRTimeline
SUTTON PLACE INVESTORS LLC6,567$258K0.16%+12713F-HRTimeline
ROBINSON SMITH WEALTH ADVISORS LLC6,451$253K0.2%+7113F-HRTimeline
ACORN CREEK CAPITAL LLC6,039$237K0.1%-84013F-HRTimeline
Gemmer Asset Management LLC5,868$230K0.02%new13F-HRTimeline
Physician Wealth Solutions Inc.5,800$228K0.11%013F-HRTimeline
Integrity Wealth Solutions LLC5,782$227K0.11%+9713F-HRTimeline
HTG Investment Advisors, Inc.5,775$227K0.08%new13F-HRTimeline
PBMares Wealth Management LLC5,732$225K0.04%new13F-HRTimeline
Trademark Financial Management, LLC5,699$224K0.14%+10413F-HRTimeline
PENOBSCOT WEALTH MANAGEMENT5,673$223K0.08%+813F-HRTimeline
Silver Oak Advisory Group, Inc.5,626$220K0.11%+1413F-HRTimeline
BWM Planning, LLC5,477$215K0.07%new13F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC5,271$207K<0.01%new13F-HRTimelineGroup
Herold Advisors, Inc.5,251$206K0.04%-44613F-HRTimeline
Rockwood Wealth Management, LLC5,216$205K0.02%new13F-HRTimeline
Sterling Wealth Management, Inc.5,168$203K0.07%13F-HRTimeline
Red Tortoise LLC4,765$187K0.09%013F-HRTimeline
JFS WEALTH ADVISORS, LLC4,713$185K0.01%013F-HRTimeline
CURIO WEALTH, LLC4,688$184K0.08%+4,68413F-HRTimeline
Clearstead Advisors, LLC4,193$165K<0.01%013F-HRTimeline
EP Wealth Advisors, LLC4,002$157K<0.01%-4513F-HRTimeline
LRI Investments, LLC3,514$138K0.01%+9513F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC3,292$129K0.06%+813F-HRTimeline
Parkworth Wealth Management, Inc.3,255$128K0.09%+1,05613F-HRTimeline
Wealth Preservation Advisors, LLC3,245$127K0.08%013F-HRTimeline
RED LIGHTHOUSE INVESTMENT MANAGEMENT, L…3,217$126K0.05%-52613F-HRTimeline
Allworth Financial LP2,906$114K<0.01%-2,54213F-HRTimeline
Signature Resources Capital Management,…2,812$110K0.07%+17313F-HRTimeline