Dimensional US Sus CORE1 ETFDFSUETF
13F holders, Q2 2026 (June 30)278holders +17
28new positions
8sold out
2famous investors
$46.69avg. 13F price*
At the end of Q2 2026, 278 institutions reported holding Dimensional US Sus CORE1 ETF (DFSU) in their 13F filings, up 17 from Q1 2026. 28 opened new positions and 8 sold out. The largest holders were Retirement Solution LLC ($255.5M), Awm Capital, LLC ($163.8M) and Quantum Financial Advisors, LLC ($111.0M). 2 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Dimensional US Sus CORE1 ETF
- CUSIP
- 25434V716
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 28 | $20.0M |
| Exits | 8 | $6.5M |
All 13F filers, Q1 2026 → Q2 2026: 2,551,633 shares bought and 582,260 shares sold, net +1,969,373 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 278 holders
| Retirement Solution LLC | 49.95% | Add +0.2% | 5,478,280 | $255.5M |
| Awm Capital, LLC | 13.11% | Add +7.0% | 3,511,890 | $163.8M |
| Quantum Financial Advisors, LLC | 10.98% | Reduce -0.9% | 2,379,557 | $111.0M |
| Focus Partners Wealth | 0.10% | Add +11.8% | 2,160,532 | $100.7M |
| Maseco LLP | 2.71% | Add +2.2% | 2,068,712 | $96.5M |
| Citrine Capital LLC | 27.08% | Add +13.8% | 1,569,106 | $73.2M |
| Pathstone Holdings, LLC | 0.20% | Add +22.4% | 1,508,057 | $70.3M |
| Abacus Wealth Partners, LLC | 6.37% | Add +1.5% | 1,300,763 | $60.6M |
| EP Wealth Advisors, LLC | 0.13% | Add +4.4% | 734,838 | $34.3M |
| Savant Capital, LLC | 0.08% | Add +20.1% | 549,074 | $25.6M |
| Five Oceans Advisors | 7.34% | Add +4.8% | 489,837 | $22.8M |
| Forum Financial Management, LP | 0.28% | Add +4.8% | 471,383 | $22.0M |
| Mercer Global Advisors Inc. | 0.03% | Add +20.1% | 460,197 | $21.5M |
| Wealth Enhancement Advisory Services, LLC | 0.03% | Reduce -3.3% | 415,678 | $19.7M |
| Pure Financial Advisors, LLC | 0.25% | Add +2.5% | 419,670 | $19.6M |
| Focus Partners Advisor Solutions, LLC | 0.16% | Add +2.9% | 416,292 | $19.4M |
| Apella Capital, LLC | 0.27% | Add +3.5% | 409,314 | $19.3M |
| Gibson Capital, LLC | 2.87% | No change | 375,765 | $17.5M |
| Beacon Pointe Advisors, LLC | 0.07% | Add +1.4% | 341,750 | $15.9M |
| Simplicity Wealth,LLC | 0.50% | Add +7.6% | 319,712 | $14.9M |
| Triune Financial Partners, LLC | 2.74% | Add +0.0% | 281,794 | $13.1M |
| TCI Wealth Advisors, Inc. | 0.56% | Add +1.5% | 275,091 | $12.8M |
| Wealth Architects, LLC | 0.99% | Add +0.2% | 267,678 | $12.5M |
| OneDigital Investment Advisors LLC | 0.11% | Add +16.7% | 267,228 | $12.5M |
| Quarry Hill Advisors, LLC | 4.61% | Add +5.6% | 257,533 | $12.0M |
| New Capital Management LP | 2.63% | Add +0.2% | 247,912 | $11.6M |
| Betterment LLC | 0.02% | Reduce -6.0% | 246,132 | $11.5M |
| Elser Financial Planning, Inc | 0.49% | Add +7.5% | 242,897 | $11.3M |
| Brighton Jones LLC | 0.20% | Add +14.0% | 233,340 | $10.9M |
| Nwam LLC | 0.49% | Add +0.8% | 210,940 | $9.8M |
| Corient Private Wealth LP | 0.01% | Reduce -3.2% | 206,975 | $9.7M |
| SJS Investment Consulting Inc. | 0.99% | Reduce -7.4% | 194,776 | $9.1M |
| Momentous Wealth Management, Inc. | 4.64% | Add +0.1% | 194,319 | $9.1M |
| Planning Center, Inc. | 0.82% | Add +1.1% | 186,762 | $8.7M |
| LPL Financial LLC | 0.00% | Add +10.3% | 185,046 | $8.6M |
| Cardinal Point Capital Management ULC | 0.48% | Reduce -0.1% | 182,564 | $8.5M |
| Wealthspire Advisors, LLC | 0.04% | Add +886.5% | 173,982 | $8.1M |
| Equita Financial Network, Inc. | 2.07% | Add +34.1% | 159,672 | $7.4M |
| Composition Wealth, LLC | 0.09% | Add +19.9% | 158,946 | $7.4M |
| Clarity Wealth Development LLC | 4.04% | New | 156,216 | $7.3M |
| Sequoia Financial Advisors, LLC | 0.04% | Reduce -0.8% | 150,199 | $7.0M |
| Elevation Wealth Partners, LLC | 2.00% | Reduce -0.5% | 143,443 | $6.7M |
| Allodium Investment Consultants, LLC | 2.82% | Reduce -2.3% | 142,553 | $6.6M |
| RAM Investment Partners, LLC | 1.02% | Add +6.2% | 136,596 | $6.4M |
| Donalies Financial Planning, LLC | 4.57% | Reduce -1.6% | 132,972 | $6.2M |
| Vise Technologies, Inc. | 0.07% | Add +131.6% | 131,054 | $6.1M |
| Root Financial Partners, LLC | 0.23% | Add +13.7% | 129,700 | $6.0M |
| Brown Advisory Inc. | 0.01% | Add +5.7% | 129,060 | $6.0M |
| Wealth Management Strategies, Inc. | 2.26% | Reduce -0.1% | 124,022 | $5.8M |
| Foster Group, Inc. | 0.14% | Reduce -1.9% | 115,631 | $5.4M |
| Rockbridge Investment Management, LCC | 0.43% | Reduce -10.7% | 114,373 | $5.3M |
| Aspen Capital Management, LLC | 1.15% | Reduce -2.4% | 111,535 | $5.2M |
| MB Generational Wealth, LLC | 2.48% | Add +3.5% | 108,607 | $5.1M |
| Commonwealth Equity Services, LLC | 0.01% | Add +2.5% | 101,251 | $4.7M |
| Raymond James Financial Inc. | 0.00% | Add +13.0% | 96,525 | $4.5M |
| Northland Capital Management LLC | 2.34% | Reduce -5.2% | 93,107 | $4.3M |
| Wheels Up Wealth, Inc. | 3.51% | Add +6.0% | 88,743 | $4.1M |
| Perigon Wealth Management, LLC | 0.07% | Add +2.1% | 88,644 | $4.1M |
| Syverson Strege & Co | 0.89% | Reduce -0.1% | 87,793 | $4.1M |
| Chicago Partners Investment Group LLC | 0.08% | Add +1.7% | 84,635 | $3.9M |
| Mission Wealth Management, LP | 0.05% | Add +214.6% | 79,869 | $3.7M |
| Beacon Hill Wealth Management LTD. | 2.54% | — | 78,481 | $3.7M |
| Asset Dedication, LLC | 0.22% | Add +16.0% | 75,372 | $3.5M |
| Truepoint, Inc. | 0.07% | Reduce -18.6% | 75,152 | $3.5M |
| Longview Financial Advisors LLC | 1.64% | Reduce -0.3% | 71,062 | $3.3M |
| Burton Enright Welch | 0.37% | Reduce -4.0% | 67,495 | $3.1M |
| Level Financial Advisors | 0.70% | Reduce -1.2% | 67,307 | $3.1M |
| Premier Financial Group | 0.63% | Reduce -0.3% | 66,921 | $3.1M |
| Osaic Holdings, Inc. | 0.00% | Add +209.8% | 66,613 | $3.1M |
| MLG Wealth Management DBA Pine Grove Financial Group | 0.30% | Add +0.2% | 63,853 | $3.0M |
| Babb Wealth Advisors LLC | 1.42% | Reduce -0.8% | 63,176 | $2.9M |
| Foundation Wealth Management, LLC\PA | 0.85% | Add +0.0% | 60,566 | $2.8M |
| Addison Advisors LLC | 1.30% | Reduce -39.5% | 59,027 | $2.8M |
| Sensenig Capital Advisors, Inc | 2.51% | Reduce -1.6% | 58,854 | $2.7M |
| BetterWealth, LLC | 0.48% | Add +4.5% | 57,685 | $2.7M |
| SeedSafe Financial LLC | 1.92% | Add +1.4% | 57,183 | $2.7M |
| Flagstone Financial Management | 0.58% | Add +3.2% | 55,686 | $2.6M |
| DiNuzzo Private Wealth, Inc. | 0.26% | Add +0.2% | 55,471 | $2.6M |
| United Wealth Management, LLC | 0.56% | Add +3.0% | 53,273 | $2.5M |
| von Borstel & Associates, Inc. | 0.51% | Add +58.8% | 53,075 | $2.5M |
| Compass Capital Corp. /Ma/ | 0.80% | Add +1.2% | 50,697 | $2.5M |
| Modera Wealth Management, LLC | 0.03% | Add +38.5% | 51,542 | $2.4M |
| RW Investment Management LLC | 0.21% | Add +1.8% | 51,315 | $2.4M |
| Petersen Hastings Wealth Advisors Inc. | 0.19% | Reduce -0.0% | 49,386 | $2.3M |
| Joel Adams & Associates, Inc. | 1.46% | Add +2.8% | 48,915 | $2.3M |
| Royal Bank of Canada | 0.00% | Add +97.3% | 48,082 | $2.2M |
| Private Advisor Group, LLC | 0.01% | Reduce -11.1% | 47,690 | $2.2M |
| Broadhurst Jeffrey B | 4.69% | Reduce -71.9% | 47,237 | $2.2M |
| Vista Capital Partners, Inc. | 0.19% | Reduce -4.9% | 46,616 | $2.2M |
| Strategic Investment Solutions, Inc. | 0.49% | Reduce -0.7% | 45,900 | $2.1M |
| JPMorgan Chase & Co. | 0.00% | Add +90.4% | 46,143 | $2.1M |
| XY Planning Network, Inc. | 0.26% | Reduce -4.5% | 45,088 | $2.1M |
| Cerity Partners LLC | 0.00% | New | 45,034 | $2.1M |
| Cahill Financial Advisors Inc. | 0.20% | Add +30.9% | 44,907 | $2.1M |
| Wealth Advisors Northwest LLC | 0.70% | Add +8.9% | 44,189 | $2.1M |
| Creative Capital Management Investments LLC | 0.46% | Add +0.5% | 42,787 | $2.0M |
| D.A. Davidson & Co. | 0.01% | Reduce -9.0% | 42,438 | $2.0M |
| Farther Finance Advisors, LLC | 0.02% | Reduce -9.2% | 41,771 | $1.9M |
| Cordant, Inc. | 0.70% | Add +27.9% | 41,544 | $1.9M |
| Hill Island Financial LLC | 0.41% | Add +29.9% | 41,414 | $1.9M |
"% of holder's portfolio" is DFSU's weight in each manager's 13F, not the share of Dimensional US Sus CORE1 ETF the manager owns.