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Disclosery

DFSU DIMENSIONAL ETF TRUST

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US SUSTAINABILTY (fund)

232 managers (233 13F filers) reported a position in DFSU shares at 2025-09-30, 30,532,911 shares in all. 17 filers opened a position and 1 filer sold out during the quarter.

Managers
232
13F filers
233
New
17
Added
114
Reduced
59
Sold out
1
Shares held by filers
30,532,911

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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 LLC5,399,322$229M54.69%-44,35213F-HR/ATimeline
AWM CAPITAL, LLC2,929,787$124M11.31%+670,77713F-HRTimeline
Quantum Financial Advisors, LLC2,400,105$102M12.43%+69413F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding2,319,962$98.6M+123,314Timeline
MASECO LLP1,884,315$80M3.87%+46,90613F-HRTimeline
Abacus Wealth Partners, LLC1,242,986$52.8M7.59%+8,55813F-HRTimeline
Citrine Capital LLC1,178,149$50M23.17%+95,14513F-HRTimeline
LongView Asset Management LLC739,174$31.4M21.67%+36,36513F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC625,652$26.6M0.1%+286,29513F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…470,365$20M0.03%+62,55913F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP431,131$18.3M0.25%+15,12713F-HRTimelineGroup
Gibson Capital, LLC375,765$16M2.94%-15,00013F-HRTimeline
Five Oceans Advisors375,471$15.9M5.87%+259,41113F-HRTimeline
Heritage Financial Services, LLC338,010$14.4M1.29%-1,42813F-HRTimeline
Willow Creek Wealth Management Inc.326,933$13.9M1.14%+8,15213F-HRTimeline
Pure Financial Advisors, LLC324,723$13.8M0.22%+58,63113F-HRTimeline
New Capital Management LP273,670$11.6M3.04%+1,11413F-HRTimeline
Triune Financial Partners, LLC273,057$11.6M2.92%-6,14013F-HRTimeline
Beacon Pointe Advisors, LLC268,479$11.4M0.1%new13F-HRTimeline
Apella Capital, LLC248,432$10.4M0.23%+30,96013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV240,084$10.2M0.02%+177,72013F-HRTimeline
Betterment LLC222,544$9.45M0.02%+60,24213F-HRTimeline
NWAM LLC214,971$9.13M0.5%+11,14413F-HR/ATimeline
SJS Investment Consulting Inc.210,535$8.94M1.22%+6,11213F-HRTimeline
QUARRY HILL ADVISORS, LLC209,397$8.89M4.56%+15,15913F-HRTimeline
TCI Wealth Advisors, Inc.204,205$8.67M0.52%+124,19113F-HRTimeline
Planning Center, Inc.203,634$8.65M0.91%-3,75213F-HRTimeline
OneDigital Investment Advisors LLC195,440$8.3M0.09%+11,65113F-HRTimeline
Wealth Architects, LLC192,087$8.16M0.77%-8,55913F-HRTimeline
Cardinal Point Capital Management ULC188,873$7.94M0.56%+5,11813F-HRTimeline
BRIGHTON JONES LLC182,094$7.73M0.19%-13,01413F-HRTimeline
Momentous Wealth Management, Inc.169,212$7.19M4.56%+1,11313F-HRTimeline
Sequoia Financial Advisors, LLC162,052$6.88M0.04%+82,57313F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP157,209$6.68M0.01%+6,15213F-HRTimelineGroup
ELEVATION WEALTH PARTNERS, LLC146,249$6.21M2.24%+34513F-HR/ATimeline
Composition Wealth, LLC140,660$5.97M0.09%new13F-HRTimeline
Allodium Investment Consultants, LLC136,065$5.78M3.26%+1,54413F-HRTimeline
Northland Capital Management LLC133,918$5.69M3.33%+11,38913F-HRTimeline
Rockbridge Investment Management, LCC127,089$5.4M0.53%+59,30513F-HRTimeline
Wealth Management Strategies, Inc.124,899$5.3M2.63%+29513F-HRTimeline
RAM Investment Partners, LLC117,587$4.99M0.94%-3,41913F-HRTimeline
LPL Financial LLC117,383$4.99M<0.01%+27,78113F-HRTimeline
Aspen Capital Management, LLC116,736$4.96M1.26%+5,72913F-HRTimeline
Foster Group, Inc.111,696$4.74M0.15%+97,78913F-HRTimeline
Simplicity Wealth,LLC95,414$4.05M0.23%new13F-HRTimeline
Truepoint, Inc.92,116$3.91M0.09%-9213F-HRTimeline
Syverson Strege & Co91,882$3.9M0.94%-51013F-HRTimeline
Addison Advisors LLC91,066$3.87M0.9%+6,91813F-HRTimeline
Equita Financial Network, Inc.90,885$3.86M1.3%+11,93613F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC86,965$3.69M<0.01%+4,34913F-HRTimeline
MB Generational Wealth, LLC86,004$3.65M2.32%13F-HRTimeline
Asset Dedication, LLC85,682$3.64M0.24%+4,42513F-HRTimeline
Chicago Partners Investment Group LLC73,163$3.18M0.08%-3713F-HRTimeline
Strategic Investment Solutions, Inc. /IL69,877$2.97M0.78%-26,31413F-HRTimeline
Level Financial Advisors67,576$2.87M0.81%+5,84213F-HRTimeline
Premier Financial Group67,439$2.85M0.76%-6,02213F-HRTimeline
BetterWealth, LLC62,308$2.65M0.63%+2,45113F-HRTimeline
Longview Financial Advisors LLC61,643$2.62M1.51%+13,88313F-HRTimeline
My Personal CFO, LLC59,358$2.52M0.98%new13F-HRTimeline
Foundation Wealth Management, LLC\PA59,358$2.52M0.98%+1613F-HRTimeline
Wolfstich Capital, LLC57,254$2.43M4.96%013F-HRTimeline
Burton Enright Welch54,001$2.29M0.35%+6213F-HRTimeline
NewEdge Advisors, LLC53,012$2.25M0.01%-8,36613F-HRTimeline
United Wealth Management, LLC52,000$2.21M0.6%013F-HRTimeline
DiNuzzo Private Wealth, Inc.53,058$2.19M0.25%+63013F-HRTimeline
MML INVESTORS SERVICES, LLC51,286$2.18M0.01%-3,04213F-HRTimeline
Trellis Wealth Advisors LLC51,008$2.17M0.88%-4,99113F-HRTimeline
COMPASS CAPITAL CORP /MA/ /ADV48,577$2.09M0.91%+1,88813F-HRTimeline
VISTA CAPITAL PARTNERS, INC.47,558$2.02M0.21%+2,30213F-HRTimeline
Flagstone Financial Management47,461$2.02M0.53%+18,78613F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC47,405$2.01M0.01%+6,14313F-HR/ATimelineGroup
Babb Wealth Advisors LLC46,361$1.97M1.28%-17413F-HRTimeline
D.A. DAVIDSON & CO.46,117$1.96M0.01%-5,38113F-HRTimeline
Financial Connections Group, Inc.44,330$1.88M0.73%-1,24713F-HRTimeline
Private Advisor Group, LLC43,183$1.83M0.01%+17613F-HRTimeline
Perigon Wealth Management, LLC42,338$1.8M0.04%+34,82113F-HRTimeline
Morling Financial Advisors, LLC41,117$1.75M0.58%+87813F-HRTimeline
Sellwood Investment Partners LLC41,003$1.74M0.69%+2,26713F-HRTimeline
RW Investment Management LLC39,159$1.66M0.17%+2,03713F-HRTimeline
Modera Wealth Management, LLC38,847$1.65M0.02%-51513F-HRTimeline
CAHILL FINANCIAL ADVISORS INC35,228$1.5M0.17%+84313F-HRTimeline
Root Financial Partners, LLC34,932$1.48M0.09%+6,01513F-HRTimeline
EnRich Financial Partners LLC33,704$1.43M0.41%+25113F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP32,980$1.4M<0.01%+4,62813F-HRTimelineGroup
Cambridge Financial Group, LLC32,266$1.37M0.44%-1,52613F-HRTimeline
Physician Wealth Advisors, Inc.32,112$1.36M0.19%-1,04513F-HRTimeline
Wealth Advisors Northwest LLC31,753$1.35M0.65%-7,82413F-HRTimeline
WPWealth LLP30,653$1.3M0.21%+1,79013F-HRTimeline
North Ridge Wealth Advisors, Inc.30,468$1.29M0.74%+92613F-HRTimeline
Farther Finance Advisors, LLC30,186$1.28M0.02%+76013F-HRTimeline
Caprock Group, LLC30,260$1.25M0.03%13F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC29,170$1.24M0.2%+3,13213F-HRTimeline
Monument Group Wealth Advisors, LLC29,150$1.24M0.73%-39513F-HRTimeline
Shira Ridge Wealth Management28,727$1.22M0.52%-2,28613F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…27,568$1.17M<0.01%-12,10913F-HRTimelineGroup
Outbound Financial Inc27,470$1.17M0.95%-68513F-HRTimeline
Balanced Rock Investment Advisors LLC26,976$1.15M0.84%+3,67913F-HRTimeline
HILL ISLAND FINANCIAL LLC26,875$1.14M0.28%+3,70713F-HRTimeline
Rehmann Capital Advisory Group26,820$1.14M0.06%+3,50013F-HRTimeline
AdvisorNet Financial, Inc26,335$1.12M0.06%-5,40613F-HRTimeline
Tanager Wealth Management LLP26,050$1.11M0.12%-1,87113F-HRTimeline
SCHWARZ DYGOS WHEELER INVESTMENT ADVISO…26,041$1.11M0.23%-92013F-HRTimeline
Altiora Financial Group, LLC26,000$1.1M0.2%013F-HRTimeline
Mills Wealth Advisors LLC25,903$1.1M0.45%013F-HRTimeline
Henrickson Nauta Wealth Advisors, Inc.25,843$1.1M0.35%+1,15113F-HRTimeline
XY Planning Network, Inc.27,907$1.1M0.37%013F-HRTimeline
von Borstel & Associates, Inc.25,375$1.09M0.17%-59913F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC25,323$1.08M<0.01%+7,59713F-HRTimelineGroup
Vermillion Wealth Management, Inc.24,121$1.02M0.28%-9,70513F-HRTimeline
Joel Adams & Associates, Inc.23,473$997K0.8%+14913F-HRTimeline
Stratos Investment Management, LLCin group Stratos Wealth Partners, LTD.22,241$945K0.04%-10,36313F-HRTimelineGroup
Orion Capital Management LLC22,157$941K0.33%-63313F-HRTimeline
Meritas Wealth Management, LLC21,599$917K0.45%013F-HRTimeline
Vise Technologies, Inc.20,761$882K0.03%new13F-HRTimeline
Bridgewater Advisors Inc.20,427$866K0.06%+78113F-HRTimeline
Investment Advisory Group, LLC20,053$852K0.23%013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/19,061$810K<0.01%013F-HR/ATimelineGroup
HICKS CAPITAL MANAGEMENT LLC18,410$782K1.28%013F-HRTimeline
Cordant, Inc.18,241$775K0.35%-3,61013F-HRTimeline
Ledgewood Wealth Advisors, LLC18,130$770K0.46%013F-HRTimeline
Opes Wealth Management LLC17,876$759K0.13%+10013F-HRTimeline
Freedom Financial Partners LLC17,831$757K0.29%-213F-HRTimeline
Wealthspire Advisors, LLC17,636$749K<0.01%-10,31413F-HRTimeline
Creative Capital Management Investments…17,306$735K0.23%-4113F-HRTimeline
BRIDGE GENERATIONS WEALTH MANAGEMENT LLC17,151$728K0.48%013F-HRTimeline
Creative Planningin group Creative Planning16,391$696K<0.01%-14613F-HRTimelineGroup
Pine Harbor Wealth Management, LLC15,797$671K0.22%013F-HRTimeline
Montis Financial, LLC15,786$670K0.15%new13F-HRTimeline
HUTCHINSON CAPITAL MANAGEMENT/CA15,524$659K0.11%+1,34713F-HRTimeline
Ruedi Wealth Management, Inc.15,115$642K0.18%+1,34213F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.15,118$642K<0.01%+1,76513F-HRTimelineGroup
Signature Resources Capital Management,…14,685$624K0.34%+11,87313F-HRTimeline
Mariner, LLCin group Mariner, LLC14,339$609K<0.01%+14813F-HRTimelineGroup
Geometric Wealth Advisors14,205$603K0.08%+2,53513F-HRTimeline
DEFINE FINANCIAL, LLC13,767$585K0.35%new13F-HRTimeline
McGrath & Associates, Inc.13,620$578K0.86%+10213F-HRTimeline
Tortoise Investment Management, LLC12,860$546K0.05%+1,86013F-HRTimeline
True Wealth Design, LLC12,846$546K0.17%-6313F-HRTimeline
Greenspring Advisors, LLC12,767$542K0.1%13F-HRTimeline
Heck Capital Advisors, LLC12,713$540K0.04%-1813F-HRTimeline
Envision Financial Planning, LLC12,229$519K0.22%+1,27213F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC11,916$506K<0.01%-22,38213F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO11,907$506K<0.01%+5,14013F-HR/ATimelineGroup
Clarius Group, LLC11,717$498K0.03%+12613F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.11,631$494K0.18%+413F-HRTimeline
Forvis Mazars Wealth Advisors, LLC11,481$488K0.01%013F-HRTimeline
HighTower Advisors, LLC11,325$481K<0.01%-1,46313F-HRTimeline
Glassman Wealth Services11,123$472K0.07%-25613F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC10,973$466K<0.01%013F-HRTimelineGroup
Passive Capital Management, LLC.10,800$459K0.15%013F-HRTimeline
Warburton Capital Management, LLC10,084$428K0.26%+52513F-HRTimeline
Shore Point Advisors, LLC9,764$415K0.18%-64013F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC9,681$411K<0.01%+1,30713F-HRTimelineGroup
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …9,265$394K0.01%-28813F-HRTimelineGroup
Cambridge Investment Research Advisors,…9,200$391K<0.01%-30,52513F-HRTimeline
FAMILY WEALTH PARTNERS, LLC9,187$390K0.15%+66513F-HRTimeline
Austin Wealth Management, LLC9,074$384K0.06%+1,67713F-HRTimeline
Colorado Capital Management, Inc.8,989$382K0.15%+20913F-HRTimeline
Rockwood Wealth Management, LLC8,918$379K0.03%+3,70213F-HRTimeline
Vickerman Investment Advisors, Inc.8,768$372K0.08%new13F-HRTimeline
Prime Capital Investment Advisors, LLC8,647$367K<0.01%-50113F-HRTimeline
Towneley Capital Management, Inc / DE8,601$365K0.08%+30313F-HRTimeline
Keystone Financial Group, Inc.8,414$357K0.2%+2013F-HRTimeline
NewEdge Wealth, LLC7,991$343K<0.01%013F-HRTimeline
Coston, McIsaac & Partners7,945$337K0.08%+8413F-HRTimeline
Morton Capital Management LLC/CA7,836$333K0.05%+54313F-HRTimeline
Astra Wealth Partners LLC7,715$328K0.23%013F-HR/ATimeline
McGlone Suttner Wealth Management, Inc.7,313$311K0.04%013F-HRTimeline
Laurel Wealth Planning LLC7,247$308K0.16%013F-HRTimeline
Boyce & Associates Wealth Consulting, I…7,230$307K0.25%+44613F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC7,221$307K0.01%013F-HRTimeline
GRAND WEALTH MANAGEMENT, LLC7,164$304K0.15%+213F-HRTimeline
Quadcap Wealth Management, LLC7,148$304K0.04%013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC7,039$299K<0.01%+1,76813F-HRTimelineGroup
Bluespring Wealth Management, LLC7,032$299K0.03%-16713F-HRTimeline
MBE Wealth Management, LLC6,957$295K0.13%013F-HRTimeline
Glass Jacobson Investment Advisors llc6,932$294K0.11%+4,14713F-HRTimeline
Austin Asset Management Co Inc6,785$288K0.05%+20013F-HRTimeline
Avior Wealth Management, LLC6,770$288K0.01%+213F-HRTimeline
Alpha Financial Advisors, LLC6,671$283K0.1%013F-HRTimeline
VERUS WEALTH MANAGEMENT, LLC6,600$280K0.26%013F-HRTimeline
Wealthstream Advisors, Inc.6,405$272K0.04%new13F-HRTimeline
SUTTON PLACE INVESTORS LLC6,347$270K0.15%-22013F-HRTimeline
PBMares Wealth Management LLC6,267$266K0.04%+53513F-HRTimeline
HTG Investment Advisors, Inc.6,096$259K0.09%+32113F-HRTimeline
ACORN CREEK CAPITAL LLC6,040$257K0.1%+113F-HRTimeline
Gemmer Asset Management LLC5,881$250K0.02%+1313F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC5,849$248K<0.01%-5,15713F-HRTimelineGroup
Physician Wealth Solutions Inc.5,800$246K0.11%013F-HRTimeline
PFG Private Wealth Management, LLC5,796$246K0.11%new13F-HRTimeline
Integrity Wealth Solutions LLC5,796$246K0.11%+1413F-HRTimeline
Trademark Financial Management, LLC5,718$243K0.14%+1913F-HRTimeline
Silver Oak Advisory Group, Inc.5,640$239K0.11%+1413F-HRTimeline
Washington Trust Advisors, Inc.5,480$233K0.02%new13F-HRTimeline
PENOBSCOT WEALTH MANAGEMENT5,470$232K0.07%-20313F-HRTimeline
BWM Planning, LLC5,462$232K0.07%-1513F-HRTimeline
Sterling Wealth Management, Inc.5,180$220K0.07%+1213F-HRTimeline
Herold Advisors, Inc.5,112$217K0.05%-13913F-HRTimeline
ROBINSON SMITH WEALTH ADVISORS LLC4,998$212K0.15%-1,45313F-HRTimeline
SageOak Financial, LLC4,853$206K0.15%new13F-HRTimeline