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 |
| Schwarz Dygos Wheeler Investment Advisors LLC | 0.24% | Reduce -3.4% | 26,961 | $1.1M |
| von Borstel & Associates, Inc. | 0.27% | Add +4.0% | 25,974 | $1.0M |
| Fiduciary Financial Group, LLC | 0.19% | Add +14.1% | 26,038 | $1.0M |
| Altiora Financial Group, LLC | 0.20% | No change | 26,000 | $1.0M |
| Mills Wealth Advisors LLC | 0.47% | Add +4.6% | 25,903 | $1.0M |
| Henrickson Nauta Wealth Advisors, Inc. | 0.34% | Reduce -22.6% | 24,692 | $969K |
| Joel Adams & Associates, Inc. | 0.81% | Add +0.9% | 23,324 | $915K |
| Rehmann Capital Advisory Group | 0.06% | Reduce -3.1% | 23,320 | $915K |
| Balanced Rock Investment Advisors LLC | 0.72% | Add +10.4% | 23,297 | $914K |
| Hill Island Financial LLC | 0.25% | Reduce -5.4% | 23,168 | $909K |
| Orion Capital Management LLC | 0.34% | Add +2.1% | 22,790 | $895K |
| Cordant, Inc. | 0.41% | Add +11.7% | 21,851 | $858K |
| Meritas Wealth Management, LLC | 0.47% | No change | 21,599 | $848K |
| Bridgewater Advisors Inc. | 0.06% | Reduce -7.0% | 19,646 | $795K |
| Keel Point, LLC | 0.05% | No change | 20,212 | $793K |
| Investment Advisory Group, LLC | 0.24% | No change | 20,053 | $787K |
| Bank of America Corp. | 0.00% | Reduce -0.8% | 19,061 | $748K |
| Hicks Capital Management LLC | 1.14% | Reduce -3.9% | 18,410 | $723K |
| Ledgewood Wealth Advisors, LLC | 0.45% | No change | 18,130 | $712K |
| Freedom Financial Partners LLC | 0.30% | Add +22.0% | 17,833 | $700K |
| Opes Wealth Management LLC | 0.12% | Add +0.4% | 17,776 | $698K |
| Raymond James Financial Inc. | 0.00% | Reduce -86.6% | 17,726 | $696K |
| Creative Capital Management Investments LLC | 0.24% | Add +0.8% | 17,347 | $681K |
| Bridge Generations Wealth Management LLC | 0.41% | No change | 17,151 | $673K |
| Creative Planning | 0.00% | Add +1.8% | 16,537 | $649K |
| Pine Harbor Wealth Management, LLC | 0.22% | Add +0.1% | 15,797 | $620K |
| Mariner, LLC | 0.00% | Add +60.8% | 14,191 | $557K |
| Hutchinson Capital Management | 0.10% | No change | 14,177 | $556K |
| Foster Group, Inc. | 0.02% | Add +4.5% | 13,907 | $546K |
| Ruedi Wealth Management, Inc. | 0.16% | Add +0.8% | 13,773 | $541K |
| McGrath & Associates, Inc. | 0.86% | Add +9.6% | 13,518 | $531K |
| Osaic Holdings, Inc. | 0.00% | No change | 13,353 | $524K |
| True Wealth Design, LLC | 0.18% | Add +85.4% | 12,909 | $507K |
| HighTower Advisors, LLC | 0.00% | Add +45.3% | 12,788 | $502K |
| Heck Capital Advisors, LLC | 0.04% | Reduce -0.0% | 12,731 | $500K |
| Geometric Wealth Advisors | 0.07% | Add +8.0% | 11,670 | $458K |
| Morris Financial Concepts, Inc. | 0.18% | Add +3.3% | 11,627 | $456K |
| Clarius Group, LLC | 0.03% | Reduce -12.6% | 11,591 | $455K |
| Forvis Mazars Wealth Advisors, LLC | 0.01% | No change | 11,481 | $451K |
| Glassman Wealth Services | 0.07% | Add +55.0% | 11,379 | $447K |
| AQR Capital Management | 0.00% | New | 11,006 | $432K |
| Tortoise Investment Management, LLC | 0.04% | No change | 11,000 | $432K |
| Kestra Advisory Services, LLC | 0.00% | Add +0.1% | 10,973 | $431K |
| Envision Financial Planning, LLC | 0.20% | Add +0.3% | 10,957 | $430K |
| Passive Capital Management, LLC. | 0.13% | No change | 10,800 | $427K |
| Shore Point Advisors, LLC | 0.20% | Reduce -9.0% | 10,404 | $408K |
| Warburton Capital Management, LLC | 0.23% | Add +8.7% | 9,559 | $386K |
| Wealthcare Advisory Partners LLC | 0.01% | Add +0.3% | 9,553 | $375K |
| Prime Capital Investment Advisors, LLC | 0.00% | No change | 9,148 | $359K |
| Colorado Capital Management, Inc. | 0.15% | Add +36.0% | 8,780 | $345K |
| Keystone Financial Group, Inc. | 0.21% | Add +0.3% | 8,394 | $335K |
| Family Wealth Partners, LLC | 0.13% | Add +9.7% | 8,522 | $334K |
| Brown Advisory Inc. | 0.00% | New | 8,374 | $329K |
| Towneley Capital Management, Inc / DE | 0.07% | Add +11.6% | 8,298 | $326K |
| NewEdge Wealth, LLC | 0.01% | Add +10.9% | 7,991 | $321K |
| Coston, McIsaac & Partners | 0.08% | Add +5.2% | 7,861 | $308K |
| Astra Wealth Partners LLC | 0.24% | New | 7,715 | $303K |
| Austin Wealth Management, LLC | 0.05% | Reduce -3.0% | 7,397 | $297K |
| Perigon Wealth Management, LLC | 0.01% | New | 7,517 | $295K |
| McGlone Suttner Wealth Management, Inc. | 0.04% | New | 7,313 | $287K |
| Morton Capital Management LLC | 0.05% | New | 7,293 | $286K |
| Laurel Wealth Planning LLC | 0.16% | No change | 7,247 | $284K |
| Exencial Wealth Advisors, LLC | 0.01% | No change | 7,221 | $283K |
| Bluespring Wealth Management, LLC | 0.03% | Add +14.5% | 7,199 | $283K |
| Grand Wealth Management, LLC | 0.14% | Add +173.6% | 7,162 | $281K |
| Quadcap Wealth Management, LLC | 0.04% | New | 7,148 | $281K |
| MBE Wealth Management, LLC | 0.12% | No change | 6,957 | $273K |
| Boyce & Associates Wealth Consulting, Inc. | 0.24% | Add +2.4% | 6,784 | $266K |
| Avior Wealth Management, LLC | 0.01% | Add +0.0% | 6,768 | $266K |
| JPMorgan Chase & Co. | 0.00% | Add +5.1% | 6,767 | $266K |
| Alpha Financial Advisors, LLC | 0.10% | New | 6,671 | $262K |
| Verus Wealth Management, LLC | 0.26% | No change | 6,600 | $259K |
| Austin Asset Management Co Inc | 0.05% | No change | 6,585 | $258K |
| Sutton Place Investors LLC | 0.16% | Add +2.0% | 6,567 | $258K |
| Robinson Smith Wealth Advisors LLC | 0.20% | Add +1.1% | 6,451 | $253K |
| Acorn Creek Capital LLC | 0.10% | Reduce -12.2% | 6,039 | $237K |
| Gemmer Asset Management LLC | 0.02% | New | 5,868 | $230K |
| Physician Wealth Solutions Inc. | 0.11% | No change | 5,800 | $228K |
| Integrity Wealth Solutions LLC | 0.11% | Add +1.7% | 5,782 | $227K |
| HTG Investment Advisors, Inc. | 0.08% | New | 5,775 | $227K |
| PBMares Wealth Management LLC | 0.04% | New | 5,732 | $225K |
| Trademark Financial Management, LLC | 0.14% | Add +1.9% | 5,699 | $224K |
| Penobscot Wealth Management | 0.08% | Add +0.1% | 5,673 | $223K |
| Silver Oak Advisory Group, Inc. | 0.11% | Add +0.3% | 5,626 | $220K |
| BWM Planning, LLC | 0.07% | New | 5,477 | $215K |
| Citadel Advisors | 0.00% | New | 5,271 | $207K |
| Herold Advisors, Inc. | 0.04% | Reduce -7.8% | 5,251 | $206K |
| Rockwood Wealth Management, LLC | 0.02% | New | 5,216 | $205K |
| Sterling Wealth Management, Inc. | 0.07% | — | 5,168 | $203K |
| Red Tortoise LLC | 0.09% | No change | 4,765 | $187K |
| JFS Wealth Advisors, LLC | 0.01% | No change | 4,713 | $185K |
| Curio Wealth, LLC | 0.08% | Add +117100.0% | 4,688 | $184K |
| Clearstead Advisors, LLC | 0.00% | No change | 4,193 | $165K |
| EP Wealth Advisors, LLC | 0.00% | Reduce -1.1% | 4,002 | $157K |
| LRI Investments, LLC | 0.01% | Add +2.8% | 3,514 | $138K |
| Bellevue Asset Management, LLC | 0.06% | Add +0.2% | 3,292 | $129K |
| Parkworth Wealth Management, Inc. | 0.09% | Add +48.0% | 3,255 | $128K |
| Wealth Preservation Advisors, LLC | 0.08% | No change | 3,245 | $127K |
| Red Lighthouse Investment Management, LLC | 0.05% | Reduce -14.1% | 3,217 | $126K |
| Allworth Financial LP | 0.00% | Reduce -46.7% | 2,906 | $114K |
| Signature Resources Capital Management, LLC | 0.07% | Add +6.6% | 2,812 | $110K |
| Glass Jacobson Investment Advisors llc | 0.04% | Add +0.4% | 2,785 | $109K |
| North Capital, Inc. | 0.09% | Reduce -33.3% | 2,656 | $104K |
| IFP Advisors, Inc | 0.00% | Add +2.6% | 2,050 | $80K |
| Rialto Wealth Management, LLC | 0.02% | No change | 1,920 | $75K |
| Global Retirement Partners, LLC | 0.00% | — | 1,868 | $73K |
| Medallion Wealth Advisors, LLC | 0.03% | No change | 1,761 | $70K |
| Qube Research & Technologies Ltd | 0.00% | New | 1,581 | $62K |
| C M Bidwell & Associates Ltd. | 0.03% | No change | 1,500 | $59K |
| Royal Bank of Canada | 0.00% | Add +18.4% | 1,473 | $58K |
| Cardiff Park Advisors, LLC | 0.00% | Add +0.2% | 1,282 | $50K |
| Raffa Wealth Management, LLC | 0.01% | New | 1,002 | $39K |
| Nalls Sherbakoff Group, LLC | 0.03% | No change | 925 | $36K |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 704 | $28K |
| Pinney & Scofield, Inc. | 0.01% | Add +0.2% | 426 | $17K |
| Anfield Capital Management, LLC | 0.00% | No change | 350 | $14K |
| Elevate Wealth Advisory, Inc. | 0.01% | No change | 337 | $13K |
| Smartleaf Asset Management LLC | 0.00% | New | 300 | $12K |
| MAI Capital Management | 0.00% | New | 138 | $5K |
| SYM FINANCIAL Corp | 0.00% | No change | 120 | $5K |
"% 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.