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Disclosery

DFSU DIMENSIONAL ETF TRUST

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US SUSTAINABILTY (fund)

258 managers (259 13F filers) reported a position in DFSU shares at 2025-12-31, 32,746,200 shares in all. 15 filers opened a position and 8 filers sold out during the quarter.

Managers
258
13F filers
259
New
15
Added
122
Reduced
59
Sold out
8
Shares held by filers
32,746,200

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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 LLC5,424,190$236M52.18%+24,86813F-HRTimeline
AWM CAPITAL, LLC3,044,502$132M12%+114,71513F-HRTimeline
Quantum Financial Advisors, LLC2,401,491$104M11.71%+1,38613F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding2,283,655$99.2M-36,307Timeline
MASECO LLP1,953,681$84.8M3.69%+69,36613F-HRTimeline
Citrine Capital LLC1,289,790$56M26%+111,64113F-HRTimeline
Abacus Wealth Partners, LLC1,243,200$54M5.3%+21413F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC1,027,902$44.6M0.17%+402,25013F-HRTimelineGroup
LongView Asset Management LLC708,054$30.8M21.44%-31,12013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…483,033$21.4M0.03%+12,66813F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP439,653$19.1M0.25%+8,52213F-HRTimelineGroup
Five Oceans Advisors438,771$19.1M6.73%+63,30013F-HRTimeline
Pure Financial Advisors, LLC404,280$17.6M0.26%+79,55713F-HRTimeline
Gibson Capital, LLC375,765$16.3M2.99%013F-HRTimeline
Heritage Financial Services, LLC364,066$15.8M1.32%+26,05613F-HRTimeline
Simplicity Wealth,LLC318,459$13.8M0.82%+223,04513F-HRTimeline
Apella Capital, LLC294,691$12.8M0.25%+46,25913F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV289,761$12.6M0.02%+49,67713F-HRTimeline
Beacon Pointe Advisors, LLC288,113$12.5M0.09%+19,63413F-HRTimeline
Triune Financial Partners, LLC272,715$12M2.81%-34213F-HRTimeline
Wealth Architects, LLC269,411$11.7M1.05%+77,32413F-HRTimeline
New Capital Management LP266,317$11.6M2.91%-7,35313F-HRTimeline
TCI Wealth Advisors, Inc.256,753$11.2M0.61%+52,54813F-HRTimeline
Betterment LLC253,119$11M0.02%+30,57513F-HRTimeline
QUARRY HILL ADVISORS, LLC226,086$9.82M4.56%+16,68913F-HRTimeline
OneDigital Investment Advisors LLC215,827$9.37M0.09%+20,38713F-HRTimeline
SJS Investment Consulting Inc.210,779$9.15M1.16%+24413F-HRTimeline
NWAM LLC206,235$8.96M0.5%-8,73613F-HRTimeline
BRIGHTON JONES LLC200,901$8.73M0.32%+18,80713F-HRTimeline
Cardinal Point Capital Management ULC190,293$8.26M0.54%+1,42013F-HRTimeline
Momentous Wealth Management, Inc.184,296$8M4.54%+15,08413F-HRTimeline
Planning Center, Inc.182,662$7.93M0.81%-20,97213F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP168,725$7.33M0.01%+11,51613F-HR/ATimelineGroup
Broadhurst Jeffrey B153,251$6.66M6.91%13F-HRTimeline
Sequoia Financial Advisors, LLC151,333$6.57M0.04%-10,71913F-HRTimeline
LPL Financial LLC146,699$6.37M<0.01%+29,31613F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC143,765$6.24M2.21%-2,48413F-HRTimeline
Composition Wealth, LLC142,845$6.2M0.09%+2,18513F-HRTimeline
Donalies Financial Planning, LLC135,160$5.87M5%13F-HRTimeline
Allodium Investment Consultants, LLC132,033$5.73M2.91%-4,03213F-HRTimeline
Northland Capital Management LLC131,241$5.7M3.19%-2,67713F-HRTimeline
Rockbridge Investment Management, LCC127,976$5.56M0.52%+88713F-HRTimeline
Wealth Management Strategies, Inc.123,852$5.38M2.48%-1,04713F-HRTimeline
RAM Investment Partners, LLC121,104$5.26M0.95%+3,51713F-HRTimeline
Aspen Capital Management, LLC118,871$5.16M1.28%+2,13513F-HRTimeline
Foster Group, Inc.117,068$5.08M0.15%+5,37213F-HRTimeline
Equita Financial Network, Inc.99,684$4.33M1.3%+8,79913F-HRTimeline
MB Generational Wealth, LLC99,164$4.31M2.28%+13,16013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC96,650$4.2M0.01%+9,68513F-HRTimeline
Addison Advisors LLC95,282$4.14M0.93%+4,21613F-HRTimeline
Truepoint, Inc.91,891$3.99M0.09%-22513F-HRTimeline
Syverson Strege & Co87,935$3.82M0.9%-3,94713F-HRTimeline
Asset Dedication, LLC84,799$3.68M0.24%-88313F-HRTimeline
Wheels Up Wealth, Inc.84,031$3.65M3.4%13F-HRTimeline
Chicago Partners Investment Group LLC81,623$3.6M0.09%+8,46013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC78,052$3.39M<0.01%+52,72913F-HRTimelineGroup
Savant Capital, LLCin group Savant Capital, LLC72,314$3.14M0.02%+24,90913F-HRTimelineGroup
Level Financial Advisors69,265$3.01M0.8%+1,68913F-HRTimeline
Sensenig Capital Advisors, Inc68,142$2.96M3.01%13F-HRTimeline
Premier Financial Group65,844$2.87M0.75%-1,59513F-HRTimeline
Perigon Wealth Management, LLC65,721$2.85M0.05%+23,38313F-HRTimeline
MLG Wealth Management DBA Pine Grove Fi…62,504$2.71M0.33%13F-HRTimeline
Longview Financial Advisors LLC62,416$2.71M1.49%+77313F-HRTimeline
Foundation Wealth Management, LLC\PA59,745$2.59M0.94%+38713F-HRTimeline
Burton Enright Welch59,720$2.59M0.37%+5,71913F-HRTimeline
Babb Wealth Advisors LLC58,916$2.56M1.44%+12,55513F-HRTimeline
SeedSafe Financial LLC56,649$2.46M2.18%13F-HRTimeline
Vise Technologies, Inc.56,589$2.46M0.05%+35,82813F-HRTimeline
Root Financial Partners, LLC56,247$2.44M0.13%+21,31513F-HRTimeline
BetterWealth, LLC55,833$2.42M0.55%-6,47513F-HRTimeline
Henrickson Nauta Wealth Advisors, Inc.53,866$2.39M0.35%+28,02313F-HRTimeline
ProCore Advisors, LLC54,657$2.37M2.43%13F-HRTimeline
Strategic Investment Solutions, Inc. /IL53,953$2.34M0.56%-15,92413F-HRTimeline
Flagstone Financial Management51,893$2.25M0.58%+4,43213F-HRTimeline
United Wealth Management, LLC51,674$2.24M0.58%-32613F-HRTimeline
Trellis Wealth Advisors LLC51,011$2.22M0.87%+313F-HRTimeline
DiNuzzo Private Wealth, Inc.50,535$2.19M0.24%-2,52313F-HRTimeline
COMPASS CAPITAL CORP /MA/ /ADV49,046$2.18M0.84%+46913F-HRTimeline
Petersen Hastings Wealth Advisors Inc.49,639$2.16M0.21%13F-HRTimeline
D.A. DAVIDSON & CO.49,074$2.13M0.01%+2,95713F-HRTimeline
VISTA CAPITAL PARTNERS, INC.48,157$2.09M0.21%+59913F-HRTimeline
XY Planning Network, Inc.46,884$2.04M0.35%+18,97713F-HRTimeline
NewEdge Advisors, LLC46,020$2M0.01%-6,99213F-HRTimeline
Financial Connections Group, Inc.45,158$1.96M0.67%+82813F-HRTimeline
MML INVESTORS SERVICES, LLC44,578$1.94M<0.01%-6,70813F-HRTimeline
Private Advisor Group, LLC43,599$1.89M0.01%+41613F-HRTimeline
Sellwood Investment Partners LLC40,723$1.77M0.69%-28013F-HRTimeline
North Ridge Wealth Advisors, Inc.40,566$1.76M0.99%+10,09813F-HRTimeline
Morling Financial Advisors, LLC40,186$1.75M0.55%-93113F-HRTimeline
Wolfstich Capital, LLC39,011$1.69M1.56%-18,24313F-HRTimeline
Modera Wealth Management, LLC38,401$1.67M0.02%-44613F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC38,039$1.65M<0.01%+28,35813F-HRTimelineGroup
Wealth Advisors Northwest LLC37,674$1.64M0.73%+5,92113F-HRTimeline
Caprock Group, LLC36,795$1.6M0.03%+6,53513F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP36,677$1.59M<0.01%+3,69713F-HRTimelineGroup
Farther Finance Advisors, LLC36,015$1.56M0.02%+5,82913F-HRTimeline
CAHILL FINANCIAL ADVISORS INC34,417$1.49M0.16%-81113F-HRTimeline
EnRich Financial Partners LLC33,197$1.44M0.39%-50713F-HRTimeline
Mason & Associates Inc32,398$1.41M0.26%new13F-HRTimeline
WPWealth LLP30,641$1.33M0.21%-1213F-HRTimeline
Physician Wealth Advisors, Inc.30,618$1.33M0.19%-1,49413F-HRTimeline
Greenspring Advisors, LLC30,441$1.32M0.08%+17,67413F-HRTimeline
HILL ISLAND FINANCIAL LLC29,926$1.3M0.31%+3,05113F-HRTimeline
Balanced Rock Investment Advisors LLC29,447$1.28M0.91%+2,47113F-HRTimeline
Bridgewater Advisors Inc.28,968$1.27M0.08%+8,54113F-HRTimeline
Monument Group Wealth Advisors, LLC29,187$1.27M0.69%+3713F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC28,935$1.26M0.18%-23513F-HRTimeline
Shira Ridge Wealth Management27,868$1.21M0.49%-85913F-HRTimeline
Outbound Financial Inc27,410$1.19M0.93%-6013F-HRTimeline
Cambridge Financial Group, LLC31,098$1.19M0.41%-1,16813F-HRTimeline
Rehmann Capital Advisory Group27,120$1.18M0.06%+30013F-HRTimeline
AdvisorNet Financial, Inc26,876$1.17M0.06%+54113F-HRTimeline
Mills Wealth Advisors LLC26,412$1.15M0.45%+50913F-HRTimeline
Altiora Financial Group, LLC26,000$1.13M0.19%013F-HRTimeline
von Borstel & Associates, Inc.24,373$1.06M0.25%-1,00213F-HRTimeline
Vermillion Wealth Management, Inc.24,172$1.05M0.43%+5113F-HRTimeline
Joel Adams & Associates, Inc.23,844$1.04M0.78%+37113F-HRTimeline
SCHWARZ DYGOS WHEELER INVESTMENT ADVISO…23,297$1.01M0.21%-2,74413F-HRTimeline
Quantinno Capital Management LP22,884$994K<0.01%new13F-HRTimeline
Meritas Wealth Management, LLC22,324$970K0.47%+72513F-HRTimeline
Tanager Wealth Management LLP22,309$969K0.1%-3,74113F-HRTimeline
Orion Capital Management LLC22,193$964K0.33%+3613F-HRTimeline
Stratos Investment Management, LLCin group Stratos Wealth Partners, LTD.21,987$955K0.04%-25413F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC21,578$937K<0.01%+7,23913F-HRTimelineGroup
Old Peak Finance LLC21,470$932K0.58%13F-HRTimeline
MISSION WEALTH MANAGEMENT, LP21,372$928K0.02%new13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO20,463$889K<0.01%+8,55613F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/20,211$878K<0.01%+1,15013F-HRTimelineGroup
SB Capital Management Inc20,183$877K0.32%13F-HRTimeline
Investment Advisory Group, LLC20,053$871K0.22%013F-HRTimeline
Financial Plan, Inc.19,317$839K0.1%13F-HRTimeline
HICKS CAPITAL MANAGEMENT LLC18,410$800K0.81%013F-HRTimeline
Cordant, Inc.18,134$788K0.33%-10713F-HRTimeline
Ledgewood Wealth Advisors, LLC18,130$787K0.45%013F-HRTimeline
Opes Wealth Management LLC17,946$779K0.13%+7013F-HRTimeline
Signature Resources Capital Management,…17,885$777K0.39%+3,20013F-HRTimeline
Freedom Financial Partners LLC17,868$776K0.28%+3713F-HRTimeline
Wealthspire Advisors, LLC17,636$766K0.01%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.17,471$759K<0.01%+2,35313F-HRTimelineGroup
BRIDGE GENERATIONS WEALTH MANAGEMENT LLC17,151$745K0.46%013F-HRTimeline
Creative Capital Management Investments…16,857$732K0.22%-44913F-HRTimeline
Ruedi Wealth Management, Inc.15,828$687K0.18%+71313F-HRTimeline
Envision Financial Planning, LLC15,818$687K0.26%+3,58913F-HRTimeline
Pine Harbor Wealth Management, LLC15,797$686K0.21%013F-HRTimeline
Montis Financial, LLC15,786$686K0.14%013F-HRTimeline
Tortoise Investment Management, LLC15,720$683K0.06%+2,86013F-HRTimeline
PROFESSIONAL FINANCIAL SOLUTIONS LLC …15,594$677K0.63%13F-HRTimeline
HUTCHINSON CAPITAL MANAGEMENT/CA14,570$633K0.11%-95413F-HRTimeline
Geometric Wealth Advisors14,235$618K0.08%+3013F-HRTimeline
Silver Oak Advisory Group, Inc.13,764$597K0.27%+8,12413F-HRTimeline
McGrath & Associates, Inc.13,653$593K0.84%+3313F-HRTimeline
NewEdge Wealth, LLC13,171$572K0.01%+5,18013F-HRTimeline
DEFINE FINANCIAL, LLC12,803$556K0.32%-96413F-HRTimeline
Glassman Wealth Services12,741$553K0.07%+1,61813F-HRTimeline
Heck Capital Advisors, LLC12,148$528K0.04%-56513F-HRTimeline
Clarius Group, LLC11,720$509K0.03%+313F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.11,635$505K0.18%+413F-HRTimeline
Forvis Mazars Wealth Advisors, LLC11,481$499K0.01%013F-HRTimeline
HighTower Advisors, LLC11,345$493K<0.01%+2013F-HRTimeline
Warburton Capital Management, LLC11,065$480K0.27%+98113F-HRTimeline
E-Wealth Partners, LLC10,991$477K0.4%13F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC10,973$477K<0.01%013F-HRTimelineGroup
Cambridge Investment Research Advisors,…10,853$471K<0.01%+1,65313F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC10,808$469K<0.01%new13F-HRTimelineGroup
Passive Capital Management, LLC.10,800$469K0.15%013F-HRTimeline
True Wealth Design, LLC10,630$462K0.14%-2,21613F-HRTimeline
Rockwood Wealth Management, LLC10,405$452K0.03%+1,48713F-HRTimeline
Ballast Rock Private Wealth LLC10,241$445K0.28%13F-HRTimeline
HTG Investment Advisors, Inc.9,812$426K0.13%+3,71613F-HRTimeline
Shore Point Advisors, LLC9,765$424K0.18%+113F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …9,285$403K0.01%+2013F-HRTimelineGroup
Austin Wealth Management, LLC9,094$402K0.06%+2013F-HRTimeline
FAMILY WEALTH PARTNERS, LLC9,234$401K0.14%+4713F-HRTimeline
Trailhead Planners LLC9,194$399K0.39%13F-HRTimeline
Avise Financial Cooperative, Inc.9,140$397K0.36%13F-HRTimeline
Colorado Capital Management, Inc.9,109$396K0.15%+12013F-HRTimeline
Towneley Capital Management, Inc / DE8,919$387K0.08%+31813F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…8,775$381K0.06%new13F-HRTimelineGroup
Freedom Investment Management, Inc.8,536$371K0.11%new13F-HRTimeline
Keystone Financial Group, Inc.8,432$366K0.19%+1813F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC8,155$354K<0.01%-3,76113F-HRTimelineGroup
Vickerman Investment Advisors, Inc.8,074$351K0.07%-69413F-HRTimeline
Prime Capital Investment Advisors, LLC8,049$350K<0.01%-59813F-HRTimeline
Three Arch Wealth Management LLC8,025$349K0.07%13F-HRTimeline
Coston, McIsaac & Partners7,951$345K0.08%+613F-HRTimeline
Foundry Financial LLC7,761$337K0.18%13F-HRTimeline
Morton Capital Management LLC/CA7,720$335K0.05%-11613F-HRTimeline
Astra Wealth Partners LLC7,715$335K0.2%013F-HRTimeline
Legacy Private Trust Co.7,547$328K0.02%new13F-HRTimeline
marrick wealth, LLC7,378$320K0.26%13F-HRTimeline
McGlone Suttner Wealth Management, Inc.7,313$318K0.04%013F-HRTimeline
Laurel Wealth Planning LLC7,247$315K0.17%013F-HRTimeline
Glass Jacobson Investment Advisors llc7,234$314K0.11%+30213F-HRTimeline
Boyce & Associates Wealth Consulting, I…7,230$314K0.26%013F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC7,221$314K0.01%013F-HRTimeline
Quadcap Wealth Management, LLC7,148$310K0.04%013F-HRTimeline
GRAND WEALTH MANAGEMENT, LLC7,146$310K0.14%-1813F-HRTimeline
Bluespring Wealth Management, LLC7,133$310K0.03%+10113F-HRTimeline
Parkwoods Wealth Partners, LLC7,027$305K0.09%new13F-HRTimeline
MBE Wealth Management, LLC7,022$305K0.13%+6513F-HRTimeline