DFSU DIMENSIONAL ETF TRUST
FollowUS SUSTAINABILTY (fund)
Filings received so far for Q3 2026: 7 13F filers report a position in DFSU shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.
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 2026
Filers in the available 13F reports with a share position at 2026-09-30, 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.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| Apella Capital, LLC | 524,914 | $25.2M | 0.32% | +115,600 | 13F-HRTimeline |
| ELEVATION WEALTH PARTNERS, LLC | 129,752 | $6.12M | 1.72% | -13,691 | 13F-HRTimeline |
| Farther Finance Advisors, LLC | 124,962 | $5.89M | 0.04% | +83,191 | 13F-HRTimeline |
| Cambridge Financial Group, LLC | 37,745 | $1.76M | 0.56% | 0 | 13F-HRTimeline |
| Shira Ridge Wealth Management | 23,554 | $1.11M | 0.39% | 0 | 13F-HRTimeline |
| Ledgewood Wealth Advisors, LLC | 18,148 | $856K | 0.47% | 0 | 13F-HRTimeline |
| Towneley Capital Management, Inc / DE | 8,859 | $418K | 0.08% | +13 | 13F-HRTimeline |