ETF Holders

Who owns DFSU?

US large cap

Dimensional US Sustainability Core 1 ETF · Dimensional

278 institutions reported holding DFSU, worth $1.7B, in Form 13F filings for June 30, 2026.

13F holders
278
Institutional value
$1.7B
Change from prior quarter
+21.5%
+$301.3M, with price moves
New and sold-out firms
36 / 8
126 added, 76 trimmed

Top 10 institutional holders of DFSU

FirmLocationValueSharesChange
Retirement Solution LLCRedmond, WA$255.5M5,478,280+11,912 shares
AWM Capital, LLCPhoenix, AZ$163.8M3,511,890+230,939 shares
Quantum Financial Advisors, LLCSanta Monica, CA$111.0M2,379,557−22,007 shares
Focus Partners WealthSt Louis, MO$100.7M2,160,532+227,971 shares
Maseco LLPLondon, United Kingdom$96.5M2,068,712+44,357 shares
Citrine Capital LLCSan Francisco, CA$73.2M1,569,106+189,964 shares
Pathstone Holdings, LLCEnglewood, NJ$70.3M1,508,057+275,779 shares
Abacus Wealth Partners, LLCSanta Monica, CA$60.6M1,300,763+19,051 shares
EP Wealth Advisors, LLCTorrance, CA$34.3M734,838+30,736 shares
Savant Capital, LLCRockford, IL$25.6M549,074+91,959 shares
268 more firms

The full list comes with the Advisors and Institutions package.

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From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.

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Frequently asked questions

Who owns DFSU?

278 institutional managers reported holding DFSU in Form 13F filings for June 30, 2026, worth $1.7B in total. The largest reported position was held by Retirement Solution LLC, at $255.5M.

Did institutions buy or sell DFSU last quarter?

Reported 13F value rose 21.5% from March 31, 2026, which includes price moves as well as buying and selling. 36 firms reported a new position and 8 sold all of theirs.

What is a Form 13F?

A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.

How often is DFSU ownership data updated?

13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.