Who Owns Dimensional - US Sustainability Core 1 ETF (DFSU)?Hedge Fund & Institutional Holders

$41.53-0.27 (-0.65%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$2.355721322221043e+218T

% of Float Held

—

QoQ Change in Holders

+15 / -2

Price History

$31.75$34.94$38.12$41.31$44.50Sep 24Jun 25Mar 26

DFSU — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
Retirement Solution LLCNew Position+5.4M+$235.6M
AWM CAPITAL, LLCNew Position+3.0M+$132.2M
Citrine Capital LLCNew Position+1.3M+$56.0M
WEALTH ENHANCEMENT ADVISORY SERVICES, LLCNew Position+483K+$21.4M
Forum Financial Management, LPNew Position+440K+$19.1M
Five Oceans AdvisorsNew Position+439K+$19.1M
Pure Financial Advisors, LLCNew Position+404K+$17.6M
Gibson Capital, LLCNew Position+376K+$16.3M
Heritage Financial Services, LLCNew Position+364K+$15.8M
Simplicity Wealth,LLCNew Position+318K+$13.8M
Apella Capital, LLCNew Position+295K+$12.8M
Triune Financial Partners, LLCNew Position+273K+$12.0M
QUARRY HILL ADVISORS, LLCNew Position+226K+$9.8M
SJS Investment Consulting Inc.New Position+211K+$9.2M
NWAM LLCNew Position+206K+$9.0M

DFSU — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
LongView Asset Management LLCDecreased-31K-$31.4B
Focus Partners Advisor Solutions, LLCDecreased-61K-$19.6B
Willow Creek Wealth Management Inc.Closed Position-327K-$13.9B
New Capital Management LPDecreased-7K-$11.6B
Allodium Investment Consultants, LLCDecreased-4K-$5.8B
ELEVATION WEALTH PARTNERS, LLCDecreased-2K-$5.7B
Wealth Management Strategies, Inc.Decreased-1K-$5.3B
Truepoint, Inc.Decreased-225-$3.9B
Syverson Strege & CoDecreased-4K-$3.9B
Asset Dedication, LLCDecreased-883-$3.6B
Strategic Investment Solutions, Inc. /ILClosed Position-70K-$3.0B
Wolfstich Capital, LLCDecreased-18K-$2.4B
NewEdge Advisors, LLCDecreased-7K-$2.3B
United Wealth Management, LLCDecreased-326-$2.2B
DiNuzzo Private Wealth, Inc.Decreased-3K-$2.2B

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Retirement Solution LLC5,424,190$235.6M52.18%Share
2AWM CAPITAL, LLC3,044,502$132.2M12.00%Share
3Quantum Financial Advisors, LLC2,401,491$104.3M11.71%Share
4MASECO LLP1,953,681$84.8M3.69%Share
5Focus Partners Wealth1,884,940$81.0M0.09%Share
6Citrine Capital LLC1,289,790$56.0M26.00%Share
7Abacus Wealth Partners, LLC1,243,200$54.0M5.30%Share
8Pathstone Holdings, LLC1,027,902$44.0M0.17%Share
9LongView Asset Management LLC708,054$30.8M21.44%Share
10WEALTH ENHANCEMENT ADVISORY SERVICES, LLC483,033$21.4M0.03%Share
11Forum Financial Management, LP439,653$19.1M0.25%Share
12Five Oceans Advisors438,771$19.1M6.73%Share
13Pure Financial Advisors, LLC404,280$17.6M0.28%Share
14Focus Partners Advisor Solutions, LLC398,715$17.0M0.21%Share
15Gibson Capital, LLC375,765$16.3M2.99%Share
16Heritage Financial Services, LLC364,066$15.8M1.32%Share
17Simplicity Wealth,LLC318,459$13.8M0.82%Share
18Apella Capital, LLC294,691$12.8M0.25%Share
19Triune Financial Partners, LLC272,715$12.0M2.81%Share
20Beacon Pointe Advisors, LLC288,113$12.0M0.08%Share
21MERCER GLOBAL ADVISORS INC /ADV289,761$12.0M0.02%Share
22Wealth Architects, LLC269,411$11.7M1.05%Share
23New Capital Management LP266,317$11.6M2.91%Share
24TCI Wealth Advisors, Inc.256,753$11.2M0.61%Share
25Betterment LLC253,119$11.0M0.02%Share
26QUARRY HILL ADVISORS, LLC226,086$9.8M4.56%Share
27SJS Investment Consulting Inc.210,779$9.2M1.16%Share
28OneDigital Investment Advisors LLC215,827$9.0M0.09%Share
29NWAM LLC206,235$9.0M0.50%Share
30BRIGHTON JONES LLC200,901$8.7M0.32%Share
31Cardinal Point Capital Management ULC190,293$8.3M0.54%Share
32Momentous Wealth Management, Inc.184,296$8.0M4.54%Share
33Planning Center, Inc.182,662$7.9M0.81%Share
34Corient Private Wealth LLC156,340$6.8M0.01%Share
35Sequoia Financial Advisors, LLC151,333$6.6M0.04%Share
36ELEVATION WEALTH PARTNERS, LLC143,765$6.2M2.21%Share
37Composition Wealth, LLC142,845$6.2M0.09%Share
38LPL Financial LLC146,699$6.0M0.00%Share
39Donalies Financial Planning, LLC135,160$5.9M5.00%Share
40Allodium Investment Consultants, LLC132,033$5.7M2.91%Share
41Northland Capital Management LLC131,241$5.7M3.19%Share
42Rockbridge Investment Management, LCC127,976$5.6M0.52%Share
43Wealth Management Strategies, Inc.123,852$5.4M2.48%Share
44RAM Investment Partners, LLC121,104$5.3M0.95%Share
45Aspen Capital Management, LLC118,871$5.2M1.28%Share
46Foster Group, Inc.117,068$5.1M0.15%Share
47Equita Financial Network, Inc.99,684$4.3M1.30%Share
48MB Generational Wealth, LLC99,164$4.3M2.28%Share
49Addison Advisors LLC95,282$4.1M0.93%Share
50COMMONWEALTH EQUITY SERVICES, LLC96,650$4.0M0.01%Share

DFSU Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025249$1.4B+127
Q3 2025122$603.4B-87
Q2 2025209$1.1T+11
Q1 2025198$889.4B+50
Q4 2024148$35.1T+58
Q3 202490$72.8T+7
Q2 202483$50.1T+8
Q1 202475$46.6T—

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As of Q4 2025, 50 institutional investors hold DFSU (Dimensional - US Sustainability Core 1 ETF). The largest holder is Retirement Solution LLC with $235.6M in shares. This quarter, 15 institutions opened new positions and 2 closed their positions.

Frequently Asked Questions

How many hedge funds own DFSU?

As of Q4 2025, 50 institutional investors report holding DFSU (Dimensional - US Sustainability Core 1 ETF) in their 13F filings.

Who is the largest institutional holder of DFSU?

The largest institutional holder of DFSU is Retirement Solution LLC with $235.6M in shares.

Is institutional ownership of DFSU increasing or decreasing?

This quarter, 15 institutions opened new positions in DFSU and 2 closed their positions.