Dimensional US Sus CORE1 ETFDFSUETF
13F holders, Q2 2025 (June 30)220holders +15
24new positions
9sold out
2famous investors
$39.28avg. 13F price*
At the end of Q2 2025, 220 institutions reported holding Dimensional US Sus CORE1 ETF (DFSU) in their 13F filings, up 15 from Q1 2025. 24 opened new positions and 9 sold out. The largest holders were Retirement Solution LLC ($213.7M), Quantum Financial Advisors, LLC ($94.2M) and Awm Capital, LLC ($88.7M). 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 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 24 | $23.1M |
| Exits | 9 | $7.0M |
All 13F filers, Q1 2025 → Q2 2025: 2,850,199 shares bought and 1,709,566 shares sold, net +1,140,633 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 220 holders
| Retirement Solution LLC | 54.54% | Reduce -0.4% | 5,443,674 | $213.7M |
| Quantum Financial Advisors, LLC | 12.75% | Add +5.2% | 2,399,411 | $94.2M |
| Awm Capital, LLC | 9.33% | Reduce -26.0% | 2,259,010 | $88.7M |
| Maseco LLP | 2.75% | — | 1,837,409 | $72.2M |
| Focus Partners Wealth | 0.16% | Add +50.1% | 1,824,110 | $71.6M |
| Abacus Wealth Partners, LLC | 7.40% | Add +27.0% | 1,234,428 | $48.5M |
| Citrine Capital LLC | 22.57% | Add +9.0% | 1,083,004 | $42.5M |
| LongView Asset Management LLC | 20.85% | Add +6.2% | 702,809 | $27.6M |
| Forum Financial Management, LP | 0.25% | Add +5.0% | 416,004 | $16.3M |
| Wealth Enhancement Advisory Services, LLC | 0.03% | Reduce -1.2% | 407,806 | $16.3M |
| Gibson Capital, LLC | 3.03% | Reduce 0.0% | 390,765 | $15.3M |
| Focus Partners Advisor Solutions, LLC | 0.20% | Reduce -4.6% | 372,538 | $14.6M |
| Heritage Financial Services, LLC | 1.28% | Add +7.5% | 339,438 | $13.3M |
| Pathstone Holdings, LLC | 0.05% | Reduce -3.3% | 339,357 | $13.3M |
| Willow Creek Wealth Management Inc. | 1.13% | Reduce -7.1% | 318,781 | $12.5M |
| Triune Financial Partners, LLC | 3.02% | New | 279,197 | $11.0M |
| New Capital Management LP | 2.99% | Reduce -13.2% | 272,556 | $10.7M |
| Pure Financial Advisors, LLC | 0.18% | Add +76.7% | 266,092 | $10.4M |
| Apella Capital, LLC | 0.23% | Add +9.4% | 217,472 | $8.6M |
| Planning Center, Inc. | 0.90% | Add +6.0% | 207,386 | $8.1M |
| SJS Investment Consulting Inc. | 1.27% | Add +7.2% | 204,423 | $8.0M |
| Nwam LLC | 0.46% | Reduce -4.2% | 203,827 | $8.0M |
| Wealth Architects, LLC | 0.80% | Add +41.9% | 200,646 | $7.9M |
| Brighton Jones LLC | 0.21% | Add +40.8% | 195,108 | $7.7M |
| Quarry Hill Advisors, LLC | 4.44% | Add +11.6% | 194,238 | $7.6M |
| Waypoint Wealth Partners Inc. | 1.83% | Add +50.9% | 191,470 | $7.5M |
| OneDigital Investment Advisors LLC | 0.08% | Reduce -7.8% | 183,789 | $7.2M |
| Cardinal Point Capital Management ULC | 0.57% | Reduce -0.1% | 183,755 | $7.2M |
| Momentous Wealth Management, Inc. | 4.26% | Add +12.5% | 168,099 | $6.6M |
| Betterment LLC | 0.01% | Add +48.7% | 162,302 | $6.4M |
| Corient Private Wealth LP | 0.01% | Reduce -21.3% | 151,057 | $5.9M |
| Blue Oak Capital, LLC | 3.08% | Reduce -29.7% | 149,230 | $5.9M |
| Elevation Wealth Partners, LLC | 2.26% | Add +2698.3% | 145,904 | $5.7M |
| Allodium Investment Consultants, LLC | 3.34% | Add +14.6% | 134,521 | $5.3M |
| Wealth Management Strategies, Inc. | 2.63% | Add +37.7% | 124,604 | $4.9M |
| Northland Capital Management LLC | 2.96% | Add +8.6% | 122,529 | $4.8M |
| RAM Investment Partners, LLC | 1.00% | Add +26.4% | 121,006 | $4.7M |
| Five Oceans Advisors | 1.94% | Add +40.5% | 116,060 | $4.6M |
| Aspen Capital Management, LLC | 1.22% | Add +69.5% | 111,007 | $4.4M |
| Strategic Investment Solutions, Inc. | 1.14% | Reduce -41.4% | 96,191 | $3.8M |
| Syverson Strege & Co | 0.86% | Add +0.1% | 92,392 | $3.6M |
| Truepoint, Inc. | 0.09% | Add +14.7% | 92,208 | $3.6M |
| LPL Financial LLC | 0.00% | Add +18.8% | 89,602 | $3.5M |
| Addison Advisors LLC | 0.82% | Add +7.1% | 84,148 | $3.3M |
| Commonwealth Equity Services, LLC | 0.00% | Add +5.0% | 82,616 | $3.2M |
| Asset Dedication, LLC | 0.23% | Reduce -3.6% | 81,257 | $3.2M |
| TCI Wealth Advisors, Inc. | 0.22% | Add +55.7% | 80,014 | $3.1M |
| Sequoia Financial Advisors, LLC | 0.02% | Add +19.6% | 79,479 | $3.1M |
| Equita Financial Network, Inc. | 1.23% | Add +56.2% | 78,949 | $3.1M |
| Premier Financial Group | 0.83% | — | 73,461 | $3.0M |
| Chicago Partners Investment Group LLC | 0.09% | Reduce -0.2% | 73,200 | $3.0M |
| Martin Worley Group | 1.44% | Reduce -4.3% | 74,747 | $2.9M |
| Rockbridge Investment Management, LCC | 0.29% | Reduce -11.7% | 67,784 | $2.7M |
| Mercer Global Advisors Inc. | 0.01% | Add +84.0% | 62,364 | $2.4M |
| Level Financial Advisors | 0.75% | Add +6.5% | 61,734 | $2.4M |
| NewEdge Advisors, LLC | 0.01% | Reduce -5.3% | 61,378 | $2.4M |
| BetterWealth, LLC | 0.60% | Add +0.5% | 59,857 | $2.3M |
| Foundation Wealth Management, LLC\PA | 1.01% | Add +0.0% | 59,342 | $2.3M |
| Wolfstich Capital, LLC | 4.93% | Reduce -79.4% | 57,254 | $2.2M |
| Trellis Wealth Advisors LLC | 0.96% | Reduce -0.3% | 55,999 | $2.2M |
| MML Investors Services, LLC | 0.01% | New | 54,328 | $2.1M |
| Burton Enright Welch | 0.37% | Add +27.7% | 53,939 | $2.1M |
| DiNuzzo Private Wealth, Inc. | 0.24% | Add +2.6% | 52,428 | $2.1M |
| Jentner Corp | 0.55% | Add +5.8% | 52,231 | $2.1M |
| United Wealth Management, LLC | 0.59% | Add +1.8% | 52,000 | $2.0M |
| D.A. Davidson & Co. | 0.01% | Add +12.8% | 51,498 | $2.0M |
| Compass Capital Corp. /Ma/ | 0.89% | Add +4.0% | 46,689 | $1.9M |
| Longview Financial Advisors LLC | 1.17% | Reduce -15.8% | 47,760 | $1.9M |
| Babb Wealth Advisors LLC | 1.35% | Add +0.3% | 46,535 | $1.8M |
| Financial Connections Group, Inc. | 0.74% | Add +151.3% | 45,577 | $1.8M |
| Vista Capital Partners, Inc. | 0.19% | New | 45,256 | $1.8M |
| Private Advisor Group, LLC | 0.01% | Add +2.2% | 43,007 | $1.7M |
| Savant Capital, LLC | 0.01% | Add +7.4% | 41,262 | $1.6M |
| Morling Financial Advisors, LLC | 0.52% | Add +4.0% | 40,239 | $1.6M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +330.7% | 39,725 | $1.6M |
| Susquehanna International Group, LLP | 0.00% | New | 39,677 | $1.6M |
| Wealth Advisors Northwest LLC | 0.82% | Add +9.4% | 39,577 | $1.6M |
| Modera Wealth Management, LLC | 0.02% | Reduce -0.8% | 39,362 | $1.5M |
| Sellwood Investment Partners LLC | 0.73% | New | 38,736 | $1.5M |
| RW Investment Management LLC | 0.16% | Add +2.1% | 37,122 | $1.5M |
| Cahill Financial Advisors Inc. | 0.17% | Add +1.2% | 34,385 | $1.3M |
| Envestnet Asset Management Inc. | 0.00% | Add +150.1% | 34,298 | $1.3M |
| Vermillion Wealth Management, Inc. | 0.63% | Add +11.8% | 33,826 | $1.3M |
| Cambridge Financial Group, LLC | 0.50% | Reduce -9.7% | 33,792 | $1.3M |
| EnRich Financial Partners LLC | 0.40% | Reduce -9.7% | 33,453 | $1.3M |
| Physician Wealth Advisors, Inc. | 0.20% | No change | 33,157 | $1.3M |
| Stratos Investment Management, LLC | 0.06% | New | 32,604 | $1.3M |
| AdvisorNet Financial, Inc | 0.08% | Add +61.1% | 31,741 | $1.2M |
| Shira Ridge Wealth Management | 0.56% | Reduce -1.2% | 31,013 | $1.2M |
| Monument Group Wealth Advisors, LLC | 0.73% | Add +1.5% | 29,545 | $1.2M |
| North Ridge Wealth Advisors, Inc. | 0.71% | Add +4.3% | 29,542 | $1.2M |
| Farther Finance Advisors, LLC | 0.02% | Reduce -10.5% | 29,426 | $1.2M |
| Root Financial Partners, LLC | 0.11% | Reduce -10.2% | 28,917 | $1.1M |
| WPWealth LLP | 0.20% | Add +0.0% | 28,863 | $1.1M |
| Flagstone Financial Management | 0.32% | Add +86.7% | 28,675 | $1.1M |
| Stifel Financial Corp. | 0.00% | Add +0.5% | 28,352 | $1.1M |
| Outbound Financial Inc | 1.01% | — | 28,155 | $1.1M |
| Wealthspire Advisors, LLC | 0.01% | Reduce -8.7% | 27,950 | $1.1M |
| Tanager Wealth Management LLP | 0.13% | Add +8.3% | 27,921 | $1.1M |
| XY Planning Network, Inc. | 0.37% | Add +260.8% | 27,907 | $1.1M |
"% 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.