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Disclosery

DFSU DIMENSIONAL ETF TRUST

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US SUSTAINABILTY (fund)

261 managers (262 13F filers) reported a position in DFSU shares at 2026-03-31, 34,624,599 shares in all. 17 filers opened a position and 13 filers sold out during the quarter.

Managers
261
13F filers
262
New
17
Added
141
Reduced
59
Sold out
13
Shares held by filers
34,624,599

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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 LLC5,466,368$225M53.13%+42,17813F-HRTimeline
AWM CAPITAL, LLC3,280,951$135M12.2%+236,44913F-HRTimeline
Quantum Financial Advisors, LLC2,401,564$98.7M11.07%+7313F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding2,337,227$98.2M+53,572Timeline
MASECO LLP2,024,355$83.3M2.61%+70,67413F-HRTimeline
Citrine Capital LLC1,379,142$56.7M24.57%+89,35213F-HRTimeline
Abacus Wealth Partners, LLC1,281,712$52.7M4.81%+38,51213F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC1,232,278$50.6M0.2%+204,37613F-HRTimelineGroup
EP Wealth Advisors, LLC704,102$28.9M0.14%new13F-HRTimeline
Five Oceans Advisors467,329$19.2M6.95%+28,55813F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC457,115$18.8M0.09%+384,80113F-HRTimelineGroup
Forum Financial Management, LPin group Forum Financial Management, LP449,583$18.5M0.26%+9,93013F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…429,942$17.8M0.04%-53,09113F-HRTimeline
Apella Capital, LLC395,443$17.8M0.26%+100,75213F-HRTimeline
Pure Financial Advisors, LLC409,228$16.8M0.24%+4,94813F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV383,194$15.7M0.02%+93,43313F-HRTimeline
Gibson Capital, LLC375,765$15.4M2.87%013F-HRTimeline
Beacon Pointe Advisors, LLC337,037$13.8M0.07%+48,92413F-HRTimeline
Simplicity Wealth,LLC297,206$12.2M0.69%-21,25313F-HRTimeline
Triune Financial Partners, LLC281,713$11.6M2.75%+8,99813F-HRTimeline
TCI Wealth Advisors, Inc.270,992$11.1M0.59%+14,23913F-HRTimeline
Wealth Architects, LLC267,085$11M0.98%-2,32613F-HRTimeline
QUARRY HILL ADVISORS, LLC243,936$11M4.51%+17,85013F-HRTimeline
Betterment LLC261,727$10.8M0.02%+8,60813F-HRTimeline
New Capital Management LP247,490$10.2M2.51%-18,82713F-HRTimeline
OneDigital Investment Advisors LLC228,918$9.41M0.09%+13,09113F-HRTimeline
Elser Financial Planning, Inc226,039$9.28M0.45%new13F-HRTimeline
SJS Investment Consulting Inc.210,344$8.64M1.06%-43513F-HRTimeline
NWAM LLC209,350$8.6M0.49%+3,11513F-HRTimeline
BRIGHTON JONES LLC204,667$8.41M0.19%+3,76613F-HR/ATimeline
Momentous Wealth Management, Inc.194,063$7.97M4.56%+9,76713F-HRTimeline
Planning Center, Inc.184,743$7.59M0.77%+2,08113F-HRTimeline
Cardinal Point Capital Management ULC182,814$7.51M0.46%-7,47913F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP213,774$7.29M0.01%+45,04913F-HRTimelineGroup
Broadhurst Jeffrey B168,250$6.91M7.09%+14,99913F-HRTimeline
LPL Financial LLC167,718$6.89M<0.01%+21,01913F-HRTimeline
Sequoia Financial Advisors, LLC151,398$6.22M0.03%+6513F-HRTimeline
Allodium Investment Consultants, LLC145,937$6M2.87%+13,90413F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC144,120$5.92M2.12%+35513F-HRTimeline
Donalies Financial Planning, LLC135,124$5.55M4.73%-3613F-HRTimeline
Composition Wealth, LLC132,540$5.45M0.07%-10,30513F-HRTimeline
RAM Investment Partners, LLC128,615$5.28M0.93%+7,51113F-HRTimeline
Rockbridge Investment Management, LCC128,008$5.26M0.47%+3213F-HRTimeline
Wealth Management Strategies, Inc.124,143$5.1M2.31%+29113F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC122,131$5.02M0.01%+84,09213F-HRTimelineGroup
Equita Financial Network, Inc.119,102$4.89M1.54%+19,41813F-HRTimeline
Foster Group, Inc.117,845$4.84M0.14%+77713F-HRTimeline
Aspen Capital Management, LLC114,276$4.7M1.16%-4,59513F-HRTimeline
Root Financial Partners, LLC114,109$4.69M0.22%+57,86213F-HRTimeline
MB Generational Wealth, LLC104,960$4.31M2.38%+5,79613F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC98,810$4.06M0.01%+2,16013F-HRTimeline
Northland Capital Management LLC98,160$4.03M2.21%-33,08113F-HRTimeline
Addison Advisors LLC97,618$4.01M0.89%+2,33613F-HRTimeline
Truepoint, Inc.92,377$3.8M0.08%+48613F-HRTimeline
Chicago Partners Investment Group LLC83,251$3.74M0.08%+1,62813F-HRTimeline
Syverson Strege & Co87,842$3.61M0.87%-9313F-HRTimeline
Perigon Wealth Management, LLC86,786$3.57M0.06%+21,06513F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC85,436$3.51M<0.01%+7,38413F-HRTimelineGroup
Wheels Up Wealth, Inc.83,718$3.44M3.23%-31313F-HRTimeline
Longview Financial Advisors LLC71,298$2.93M1.59%+8,88213F-HRTimeline
Burton Enright Welch70,277$2.89M0.39%+10,55713F-HRTimeline
Level Financial Advisors68,101$2.8M0.71%-1,16413F-HRTimeline
Premier Financial Group67,122$2.8M0.48%+1,27813F-HRTimeline
Asset Dedication, LLC64,988$2.67M0.19%-19,81113F-HRTimeline
MLG Wealth Management DBA Pine Grove Fi…63,717$2.62M0.3%+1,21313F-HRTimeline
Babb Wealth Advisors LLC63,664$2.62M1.43%+4,74813F-HRTimeline
Foundation Wealth Management, LLC\PA60,550$2.49M0.88%+80513F-HRTimeline
Vise Technologies, Inc.56,589$2.46M0.05%013F-HRTimeline
Sensenig Capital Advisors, Inc59,795$2.46M2.52%-8,34713F-HRTimeline
SeedSafe Financial LLC56,412$2.32M1.91%-23713F-HRTimeline
COMPASS CAPITAL CORP /MA/ /ADV50,107$2.28M0.82%+1,06113F-HRTimeline
DiNuzzo Private Wealth, Inc.55,352$2.27M0.25%+4,81713F-HRTimeline
BetterWealth, LLC55,184$2.27M0.44%-64913F-HRTimeline
Flagstone Financial Management53,949$2.22M0.55%+2,05613F-HRTimeline
Private Advisor Group, LLC53,634$2.2M0.01%+10,03513F-HRTimeline
United Wealth Management, LLC51,732$2.13M0.53%+5813F-HRTimeline
RW Investment Management LLC50,391$2.07M0.2%13F-HRTimeline
Petersen Hastings Wealth Advisors Inc.49,401$2.03M0.19%-23813F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC49,289$2.03M<0.01%+38,48113F-HRTimelineGroup
VISTA CAPITAL PARTNERS, INC.49,004$2.01M0.2%+84713F-HRTimeline
Joel Adams & Associates, Inc.47,597$1.96M1.45%+23,75313F-HRTimeline
XY Planning Network, Inc.47,203$1.96M0.31%+31913F-HRTimeline
D.A. DAVIDSON & CO.46,643$1.92M0.01%-2,43113F-HRTimeline
Farther Finance Advisors, LLC45,976$1.9M0.02%+9,96113F-HRTimeline
Financial Connections Group, Inc.46,359$1.9M0.66%+1,20113F-HRTimeline
Strategic Investment Solutions, Inc. /IL46,234$1.9M0.46%-7,71913F-HRTimeline
NewEdge Advisors, LLC46,020$1.89M0.01%013F-HR/ATimeline
Creative Capital Management Investments…42,571$1.75M0.5%+25,71413F-HRTimeline
North Ridge Wealth Advisors, Inc.42,290$1.74M0.98%+1,72413F-HRTimeline
Sellwood Investment Partners LLC40,838$1.68M0.66%+11513F-HRTimeline
Wealth Advisors Northwest LLC40,579$1.67M0.7%+2,90513F-HRTimeline
Morling Financial Advisors, LLC39,429$1.62M0.5%-75713F-HRTimeline
Monument Group Wealth Advisors, LLC39,122$1.61M0.89%+9,93513F-HRTimeline
Trellis Wealth Advisors LLC39,031$1.6M0.61%-11,98013F-HRTimeline
Modera Wealth Management, LLC37,214$1.53M0.02%-1,18713F-HRTimeline
Wolfstich Capital, LLC38,319$1.53M1.34%-69213F-HRTimeline
Caprock Group, LLC36,876$1.52M0.04%+8113F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP35,928$1.48M<0.01%-74913F-HRTimelineGroup
Cambridge Financial Group, LLC34,956$1.44M0.49%+3,85813F-HRTimeline
Greenspring Advisors, LLC34,474$1.42M0.09%+4,03313F-HRTimeline
CAHILL FINANCIAL ADVISORS INC34,319$1.41M0.15%-9813F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.33,517$1.38M0.47%+21,88213F-HRTimeline
von Borstel & Associates, Inc.33,415$1.37M0.31%+9,04213F-HRTimeline
Bridgewater Advisors Inc.29,579$1.35M0.08%+61113F-HRTimeline
Mason & Associates Inc33,517$1.34M0.26%+1,11913F-HRTimeline
EnRich Financial Partners LLC32,522$1.34M0.35%-67513F-HRTimeline
Cordant, Inc.32,470$1.33M0.54%+14,33613F-HRTimeline
HILL ISLAND FINANCIAL LLC31,869$1.31M0.32%+1,94313F-HRTimeline
MML INVESTORS SERVICES, LLC31,749$1.3M<0.01%-12,82913F-HRTimeline
Physician Wealth Advisors, Inc.31,383$1.29M0.18%+76513F-HRTimeline
Mills Wealth Advisors LLC30,987$1.27M0.44%+4,57513F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC30,778$1.26M0.17%+1,84313F-HRTimeline
Balanced Rock Investment Advisors LLC30,501$1.25M0.88%+1,05413F-HRTimeline
Henrickson Nauta Wealth Advisors, Inc.29,961$1.23M0.35%-23,90513F-HRTimeline
WPWealth LLP28,840$1.19M0.18%-1,80113F-HRTimeline
Clearstead Advisors, LLC28,381$1.17M0.01%+24,18813F-HRTimeline
Shira Ridge Wealth Management27,639$1.14M0.45%-22913F-HRTimeline
Outbound Financial Inc27,200$1.12M0.84%-21013F-HRTimeline
Rehmann Capital Advisory Group27,120$1.11M0.06%013F-HRTimeline
3 FACTOR INDEXING, LLC27,097$1.11M1.05%13F-HRTimeline
Quantinno Capital Management LP26,314$1.08M<0.01%+3,43013F-HRTimeline
Altiora Financial Group, LLC26,000$1.07M0.18%013F-HRTimeline
MISSION WEALTH MANAGEMENT, LP25,386$1.04M0.02%+4,01413F-HRTimeline
HighTower Advisors, LLC25,151$1.03M<0.01%+13,80613F-HRTimeline
GTS SECURITIES LLC25,111$1.03M0.04%new13F-HRTimeline
Mariner, LLCin group Mariner, LLC24,896$1.02M<0.01%+3,31813F-HRTimelineGroup
Meritas Wealth Management, LLC24,692$1.01M0.46%+2,36813F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA24,366$1M<0.01%+22,31913F-HRTimelineGroup
SCHWARZ DYGOS WHEELER INVESTMENT ADVISO…24,364$1M0.21%+1,06713F-HRTimeline
Financial Plan, Inc.24,326$1000K0.11%+5,00913F-HRTimeline
Vermillion Wealth Management, Inc.24,229$996K0.4%+5713F-HRTimeline
Eaton-Cambridge Inc.24,220$995K0.31%new13F-HRTimeline
CONSILIO WEALTH ADVISORS, LLC23,720$975K0.28%new13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO24,231$967K<0.01%+3,76813F-HR/ATimelineGroup
Opulen Financial Group LLC22,715$933K0.66%new13F-HRTimeline
Tanager Wealth Management LLP22,286$916K0.09%-2313F-HRTimeline
Old Peak Finance LLC22,262$915K0.53%+79213F-HRTimeline
TFO Wealth Partners, LLC21,946$902K0.12%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.21,501$883K<0.01%+4,03013F-HRTimelineGroup
AdvisorNet Financial, Inc21,417$880K0.05%-5,45913F-HRTimeline
AA Financial Advisors, LLC20,068$825K0.12%new13F-HRTimeline
Investment Advisory Group, LLC20,053$824K0.21%013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/19,061$783K<0.01%-1,15013F-HRTimelineGroup
Orion Capital Management LLC18,604$764K0.26%-3,58913F-HRTimeline
Envision Financial Planning, LLC18,493$760K0.27%+2,67513F-HRTimeline
HICKS CAPITAL MANAGEMENT LLC18,410$756K0.76%013F-HRTimeline
Opes Wealth Management LLC18,246$750K0.13%+30013F-HRTimeline
Ledgewood Wealth Advisors, LLC18,128$745K0.42%-213F-HRTimeline
Signature Resources Capital Management,…18,055$742K0.35%+17013F-HRTimeline
Freedom Financial Partners LLC18,004$740K0.26%+13613F-HRTimeline
BRIDGE GENERATIONS WEALTH MANAGEMENT LLC17,946$737K0.42%+79513F-HRTimeline
Wealthspire Advisors, LLC17,636$725K0.01%013F-HRTimeline
Ruedi Wealth Management, Inc.17,463$718K0.18%+1,63513F-HRTimeline
Tortoise Investment Management, LLC17,220$708K0.06%+1,50013F-HRTimeline
Silver Oak Advisory Group, Inc.16,113$662K0.29%+2,34913F-HRTimeline
Montis Financial, LLC15,786$649K0.13%013F-HRTimeline
FIDUCIARY FINANCIAL ADVISORS15,460$635K0.57%13F-HRTimeline
PROFESSIONAL FINANCIAL SOLUTIONS LLC …15,157$623K0.55%-43713F-HRTimeline
Pine Harbor Wealth Management, LLC14,995$616K0.18%-80213F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC14,821$609K<0.01%+6,66613F-HRTimelineGroup
HUTCHINSON CAPITAL MANAGEMENT/CA14,570$599K0.11%013F-HRTimeline
NewEdge Wealth, LLC14,505$596K0.01%+1,33413F-HRTimeline
FAMILY WEALTH PARTNERS, LLC14,112$580K0.2%+4,87813F-HRTimeline
Glassman Wealth Services13,884$570K0.08%+1,14313F-HRTimeline
McGrath & Associates, Inc.13,754$565K0.83%+10113F-HRTimeline
Stratos Investment Management, LLCin group Stratos Wealth Partners, LTD.13,115$539K0.02%-8,87213F-HRTimelineGroup
DEFINE FINANCIAL, LLC12,831$527K0.29%+2813F-HRTimeline
HTG Investment Advisors, Inc.12,572$517K0.15%+2,76013F-HRTimeline
Three Arch Wealth Management LLC12,024$494K0.09%+3,99913F-HRTimeline
Heck Capital Advisors, LLC11,863$487K0.04%-28513F-HRTimeline
VESTIA PERSONAL WEALTH ADVISORS11,714$481K0.23%new13F-HRTimeline
Warburton Capital Management, LLC11,091$477K0.23%+2613F-HRTimeline
Forvis Mazars Wealth Advisors, LLC11,481$472K0.01%013F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…11,452$471K0.04%+2,67713F-HRTimelineGroup
E-Wealth Partners, LLC11,010$452K0.37%+1913F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC10,973$451K<0.01%013F-HRTimelineGroup
EXENCIAL WEALTH ADVISORS, LLC10,818$445K0.01%+3,59713F-HRTimeline
Passive Capital Management, LLC.10,800$444K0.13%013F-HRTimeline
Colorado Capital Management, Inc.10,663$438K0.16%+1,55413F-HRTimeline
Rockwood Wealth Management, LLC10,585$435K0.03%+18013F-HRTimeline
True Wealth Design, LLC10,344$425K0.12%-28613F-HRTimeline
Ballast Rock Private Wealth LLC10,241$421K0.23%013F-HRTimeline
Shore Point Advisors, LLC9,662$397K0.16%-10313F-HRTimeline
Alpha Financial Advisors, LLC9,350$384K0.12%+2,67913F-HRTimeline
Austin Wealth Management, LLC9,117$380K0.09%+2313F-HRTimeline
Trailhead Planners LLC9,194$378K0.36%013F-HRTimeline
Avise Financial Cooperative, Inc.9,002$370K0.31%-13813F-HRTimeline
Towneley Capital Management, Inc / DE8,870$364K0.08%-4913F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …8,678$357K0.01%-60713F-HRTimelineGroup
Geometric Wealth Advisors8,609$354K0.04%-5,62613F-HRTimeline
Keystone Financial Group, Inc.8,543$351K0.18%+11113F-HRTimeline
Prime Capital Investment Advisors, LLC8,025$330K<0.01%-2413F-HRTimeline
Foundry Financial LLC7,968$327K0.14%+20713F-HRTimeline
Coston, McIsaac & Partners7,958$327K0.07%+713F-HRTimeline
Morton Capital Management LLC/CA7,923$326K0.05%+20313F-HRTimeline
ACORN CREEK CAPITAL LLC7,904$325K0.12%+2,00713F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…7,902$325K<0.01%new13F-HRTimelineGroup
Private Advisory Group LLC7,877$324K0.02%+2,80413F-HRTimeline
Freedom Investment Management, Inc.7,812$321K0.1%-72413F-HRTimeline
Cambridge Investment Research Advisors,…7,729$318K<0.01%-3,12413F-HRTimeline