Dimensional US Sus CORE1 ETFDFSUETF
13F holders, Q3 2025 (September 30)233holders +13
17new positions
1sold out
2famous investors
$42.46avg. 13F price*
At the end of Q3 2025, 233 institutions reported holding Dimensional US Sus CORE1 ETF (DFSU) in their 13F filings, up 13 from Q2 2025. 17 opened new positions and 1 sold out. The largest holders were Retirement Solution LLC ($229.3M), Awm Capital, LLC ($124.4M) and Quantum Financial Advisors, LLC ($101.9M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Dimensional US Sus CORE1 ETF
- CUSIP
- 25434V716
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 17 | $27.8M |
| Exits | 1 | $793K |
All 13F filers, Q2 2025 → Q3 2025: 3,267,693 shares bought and 308,976 shares sold, net +2,958,717 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 233 holders
| Retirement Solution LLC | 54.69% | Reduce -0.8% | 5,399,322 | $229.3M |
| Awm Capital, LLC | 11.31% | Add +29.7% | 2,929,787 | $124.4M |
| Quantum Financial Advisors, LLC | 12.43% | Add +0.0% | 2,400,105 | $101.9M |
| Maseco LLP | 3.87% | Add +2.5% | 1,884,315 | $80.0M |
| Focus Partners Wealth | 0.13% | Add +2.0% | 1,860,695 | $79.0M |
| Abacus Wealth Partners, LLC | 7.59% | Add +0.7% | 1,242,986 | $52.8M |
| Citrine Capital LLC | 23.17% | Add +8.8% | 1,178,149 | $50.0M |
| LongView Asset Management LLC | 21.68% | Add +5.2% | 739,174 | $31.4M |
| Pathstone Holdings, LLC | 0.10% | Add +84.4% | 625,652 | $26.6M |
| Wealth Enhancement Advisory Services, LLC | 0.03% | Add +15.3% | 470,365 | $20.0M |
| Focus Partners Advisor Solutions, LLC | 0.22% | Add +23.3% | 459,267 | $19.6M |
| Forum Financial Management, LP | 0.25% | Add +3.6% | 431,131 | $18.3M |
| Gibson Capital, LLC | 2.94% | Reduce -3.8% | 375,765 | $16.0M |
| Five Oceans Advisors | 5.87% | Add +223.5% | 375,471 | $15.9M |
| Heritage Financial Services, LLC | 1.29% | Reduce -0.4% | 338,010 | $14.4M |
| Willow Creek Wealth Management Inc. | 1.14% | Add +2.6% | 326,933 | $13.9M |
| Pure Financial Advisors, LLC | 0.22% | Add +22.0% | 324,723 | $13.8M |
| New Capital Management LP | 3.04% | Add +0.4% | 273,670 | $11.6M |
| Triune Financial Partners, LLC | 2.92% | Reduce -2.2% | 273,057 | $11.6M |
| Beacon Pointe Advisors, LLC | 0.10% | New | 268,479 | $11.4M |
| Apella Capital, LLC | 0.23% | Add +14.2% | 248,432 | $10.4M |
| Mercer Global Advisors Inc. | 0.02% | Add +285.0% | 240,084 | $10.2M |
| Betterment LLC | 0.02% | Add +37.1% | 222,544 | $9.5M |
| Nwam LLC | 0.50% | Add +5.5% | 214,971 | $9.1M |
| SJS Investment Consulting Inc. | 1.22% | Add +3.0% | 210,535 | $8.9M |
| Quarry Hill Advisors, LLC | 4.56% | Add +7.8% | 209,397 | $8.9M |
| TCI Wealth Advisors, Inc. | 0.52% | Add +155.2% | 204,205 | $8.7M |
| Planning Center, Inc. | 0.91% | Reduce -1.8% | 203,634 | $8.6M |
| OneDigital Investment Advisors LLC | 0.09% | Add +6.3% | 195,440 | $8.3M |
| Wealth Architects, LLC | 0.77% | Reduce -4.3% | 192,087 | $8.2M |
| Cardinal Point Capital Management ULC | 0.56% | Add +2.8% | 188,873 | $7.9M |
| Brighton Jones LLC | 0.19% | Reduce -6.7% | 182,094 | $7.7M |
| Momentous Wealth Management, Inc. | 4.56% | Add +0.7% | 169,212 | $7.2M |
| Sequoia Financial Advisors, LLC | 0.04% | Add +103.9% | 162,052 | $6.9M |
| Corient Private Wealth LP | 0.01% | Add +4.1% | 157,209 | $6.7M |
| Elevation Wealth Partners, LLC | 2.24% | Add +0.2% | 146,249 | $6.2M |
| Composition Wealth, LLC | 0.09% | New | 140,660 | $6.0M |
| Allodium Investment Consultants, LLC | 3.26% | Add +1.1% | 136,065 | $5.8M |
| Northland Capital Management LLC | 3.33% | Add +9.3% | 133,918 | $5.7M |
| Rockbridge Investment Management, LCC | 0.53% | Add +87.5% | 127,089 | $5.4M |
| Wealth Management Strategies, Inc. | 2.63% | Add +0.2% | 124,899 | $5.3M |
| RAM Investment Partners, LLC | 0.94% | Reduce -2.8% | 117,587 | $5.0M |
| LPL Financial LLC | 0.00% | Add +31.0% | 117,383 | $5.0M |
| Aspen Capital Management, LLC | 1.26% | Add +5.2% | 116,736 | $5.0M |
| Foster Group, Inc. | 0.15% | Add +703.2% | 111,696 | $4.7M |
| Simplicity Wealth,LLC | 0.23% | New | 95,414 | $4.1M |
| Truepoint, Inc. | 0.09% | Reduce -0.1% | 92,116 | $3.9M |
| Syverson Strege & Co | 0.94% | Reduce -0.6% | 91,882 | $3.9M |
| Addison Advisors LLC | 0.90% | Add +8.2% | 91,066 | $3.9M |
| Equita Financial Network, Inc. | 1.30% | Add +15.1% | 90,885 | $3.9M |
| Commonwealth Equity Services, LLC | 0.00% | Add +5.3% | 86,965 | $3.7M |
| MB Generational Wealth, LLC | 2.32% | — | 86,004 | $3.7M |
| Asset Dedication, LLC | 0.24% | Add +5.5% | 85,682 | $3.6M |
| Chicago Partners Investment Group LLC | 0.08% | Reduce -0.1% | 73,163 | $3.2M |
| Strategic Investment Solutions, Inc. | 0.79% | Reduce -27.4% | 69,877 | $3.0M |
| Level Financial Advisors | 0.81% | Add +9.5% | 67,576 | $2.9M |
| Premier Financial Group | 0.76% | Reduce -8.2% | 67,439 | $2.8M |
| BetterWealth, LLC | 0.63% | Add +4.1% | 62,308 | $2.6M |
| Longview Financial Advisors LLC | 1.51% | Add +29.1% | 61,643 | $2.6M |
| My Personal CFO, LLC | 0.98% | New | 59,358 | $2.5M |
| Foundation Wealth Management, LLC\PA | 0.98% | Add +0.0% | 59,358 | $2.5M |
| Wolfstich Capital, LLC | 4.96% | No change | 57,254 | $2.4M |
| Burton Enright Welch | 0.35% | Add +0.1% | 54,001 | $2.3M |
| NewEdge Advisors, LLC | 0.01% | Reduce -13.6% | 53,012 | $2.3M |
| United Wealth Management, LLC | 0.60% | No change | 52,000 | $2.2M |
| DiNuzzo Private Wealth, Inc. | 0.25% | Add +1.2% | 53,058 | $2.2M |
| MML Investors Services, LLC | 0.01% | Reduce -5.6% | 51,286 | $2.2M |
| Trellis Wealth Advisors LLC | 0.88% | Reduce -8.9% | 51,008 | $2.2M |
| Compass Capital Corp. /Ma/ | 0.91% | Add +4.0% | 48,577 | $2.1M |
| Vista Capital Partners, Inc. | 0.21% | Add +5.1% | 47,558 | $2.0M |
| Flagstone Financial Management | 0.53% | Add +65.5% | 47,461 | $2.0M |
| Savant Capital, LLC | 0.01% | Add +14.9% | 47,405 | $2.0M |
| Babb Wealth Advisors LLC | 1.28% | Reduce -0.4% | 46,361 | $2.0M |
| D.A. Davidson & Co. | 0.01% | Reduce -10.4% | 46,117 | $2.0M |
| Financial Connections Group, Inc. | 0.73% | Reduce -2.7% | 44,330 | $1.9M |
| Private Advisor Group, LLC | 0.01% | Add +0.4% | 43,183 | $1.8M |
| Perigon Wealth Management, LLC | 0.04% | Add +463.2% | 42,338 | $1.8M |
| Morling Financial Advisors, LLC | 0.58% | Add +2.2% | 41,117 | $1.7M |
| Sellwood Investment Partners LLC | 0.69% | Add +5.8% | 41,003 | $1.7M |
| RW Investment Management LLC | 0.17% | Add +5.5% | 39,159 | $1.7M |
| Modera Wealth Management, LLC | 0.02% | Reduce -1.3% | 38,847 | $1.6M |
| Cahill Financial Advisors Inc. | 0.17% | Add +2.5% | 35,228 | $1.5M |
| Root Financial Partners, LLC | 0.09% | Add +20.8% | 34,932 | $1.5M |
| EnRich Financial Partners LLC | 0.41% | Add +0.8% | 33,704 | $1.4M |
| Stifel Financial Corp. | 0.00% | Add +16.3% | 32,980 | $1.4M |
| Cambridge Financial Group, LLC | 0.44% | Reduce -4.5% | 32,266 | $1.4M |
| Physician Wealth Advisors, Inc. | 0.19% | Reduce -3.1% | 32,112 | $1.4M |
| Wealth Advisors Northwest LLC | 0.65% | Reduce -19.8% | 31,753 | $1.3M |
| WPWealth LLP | 0.21% | Add +6.2% | 30,653 | $1.3M |
| North Ridge Wealth Advisors, Inc. | 0.74% | Add +3.1% | 30,468 | $1.3M |
| Farther Finance Advisors, LLC | 0.02% | Add +2.6% | 30,186 | $1.3M |
| Caprock Group, LLC | 0.03% | — | 30,260 | $1.3M |
| Fiduciary Financial Group, LLC | 0.20% | Add +12.0% | 29,170 | $1.2M |
| Monument Group Wealth Advisors, LLC | 0.73% | Reduce -1.3% | 29,150 | $1.2M |
| Shira Ridge Wealth Management | 0.52% | Reduce -7.4% | 28,727 | $1.2M |
| Susquehanna International Group, LLP | 0.00% | Reduce -30.5% | 27,568 | $1.2M |
| Outbound Financial Inc | 0.95% | Reduce -2.4% | 27,470 | $1.2M |
| Balanced Rock Investment Advisors LLC | 0.84% | Add +15.8% | 26,976 | $1.1M |
| Hill Island Financial LLC | 0.28% | Add +16.0% | 26,875 | $1.1M |
| Rehmann Capital Advisory Group | 0.06% | Add +15.0% | 26,820 | $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.