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 |
| AdvisorNet Financial, Inc | 0.06% | Reduce -17.0% | 26,335 | $1.1M |
| Tanager Wealth Management LLP | 0.12% | Reduce -6.7% | 26,050 | $1.1M |
| Schwarz Dygos Wheeler Investment Advisors LLC | 0.23% | Reduce -3.4% | 26,041 | $1.1M |
| Altiora Financial Group, LLC | 0.20% | No change | 26,000 | $1.1M |
| Mills Wealth Advisors LLC | 0.45% | No change | 25,903 | $1.1M |
| Henrickson Nauta Wealth Advisors, Inc. | 0.35% | Add +4.7% | 25,843 | $1.1M |
| XY Planning Network, Inc. | 0.37% | No change | 27,907 | $1.1M |
| von Borstel & Associates, Inc. | 0.17% | Reduce -2.3% | 25,375 | $1.1M |
| Raymond James Financial Inc. | 0.00% | Add +42.9% | 25,323 | $1.1M |
| Vermillion Wealth Management, Inc. | 0.28% | Reduce -28.7% | 24,121 | $1.0M |
| Joel Adams & Associates, Inc. | 0.80% | Add +0.6% | 23,473 | $997K |
| Stratos Investment Management, LLC | 0.04% | Reduce -31.8% | 22,241 | $945K |
| Orion Capital Management LLC | 0.33% | Reduce -2.8% | 22,157 | $941K |
| Meritas Wealth Management, LLC | 0.45% | No change | 21,599 | $917K |
| Vise Technologies, Inc. | 0.03% | New | 20,761 | $882K |
| Bridgewater Advisors Inc. | 0.06% | Add +4.0% | 20,427 | $866K |
| Investment Advisory Group, LLC | 0.23% | No change | 20,053 | $852K |
| Bank of America Corp. | 0.00% | No change | 19,061 | $810K |
| Hicks Capital Management LLC | 1.28% | No change | 18,410 | $782K |
| Cordant, Inc. | 0.35% | Reduce -16.5% | 18,241 | $775K |
| Ledgewood Wealth Advisors, LLC | 0.46% | No change | 18,130 | $770K |
| Opes Wealth Management LLC | 0.13% | Add +0.6% | 17,876 | $759K |
| Freedom Financial Partners LLC | 0.29% | Reduce -0.0% | 17,831 | $757K |
| Wealthspire Advisors, LLC | 0.00% | Reduce -36.9% | 17,636 | $749K |
| Creative Capital Management Investments LLC | 0.23% | Reduce -0.2% | 17,306 | $735K |
| Bridge Generations Wealth Management LLC | 0.48% | No change | 17,151 | $728K |
| Creative Planning | 0.00% | Reduce -0.9% | 16,391 | $696K |
| Pine Harbor Wealth Management, LLC | 0.22% | No change | 15,797 | $671K |
| Montis Financial, LLC | 0.15% | New | 15,786 | $670K |
| Hutchinson Capital Management | 0.11% | Add +9.5% | 15,524 | $659K |
| Ruedi Wealth Management, Inc. | 0.18% | Add +9.7% | 15,115 | $642K |
| Osaic Holdings, Inc. | 0.00% | Add +13.2% | 15,118 | $642K |
| Signature Resources Capital Management, LLC | 0.34% | Add +422.2% | 14,685 | $624K |
| Mariner, LLC | 0.00% | Add +1.0% | 14,339 | $609K |
| Geometric Wealth Advisors | 0.08% | Add +21.7% | 14,205 | $603K |
| Define Financial, LLC | 0.35% | New | 13,767 | $585K |
| McGrath & Associates, Inc. | 0.86% | Add +0.8% | 13,620 | $578K |
| Tortoise Investment Management, LLC | 0.05% | Add +16.9% | 12,860 | $546K |
| True Wealth Design, LLC | 0.17% | Reduce -0.5% | 12,846 | $546K |
| Greenspring Advisors, LLC | 0.10% | — | 12,767 | $542K |
| Heck Capital Advisors, LLC | 0.04% | Reduce -0.1% | 12,713 | $540K |
| Envision Financial Planning, LLC | 0.22% | Add +11.6% | 12,229 | $519K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -65.3% | 11,916 | $506K |
| JPMorgan Chase & Co. | 0.00% | Add +76.0% | 11,907 | $506K |
| Clarius Group, LLC | 0.03% | Add +1.1% | 11,717 | $498K |
| Morris Financial Concepts, Inc. | 0.18% | Add +0.0% | 11,631 | $494K |
| Forvis Mazars Wealth Advisors, LLC | 0.01% | No change | 11,481 | $488K |
| HighTower Advisors, LLC | 0.00% | Reduce -11.4% | 11,325 | $481K |
| Glassman Wealth Services | 0.07% | Reduce -2.3% | 11,123 | $472K |
| Kestra Advisory Services, LLC | 0.00% | No change | 10,973 | $466K |
| Passive Capital Management, LLC. | 0.15% | No change | 10,800 | $459K |
| Warburton Capital Management, LLC | 0.26% | Add +5.5% | 10,084 | $428K |
| Shore Point Advisors, LLC | 0.18% | Reduce -6.2% | 9,764 | $415K |
| Brown Advisory Inc. | 0.00% | Add +15.6% | 9,681 | $411K |
| Wealthcare Advisory Partners LLC | 0.01% | Reduce -3.0% | 9,265 | $394K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -76.8% | 9,200 | $391K |
| Family Wealth Partners, LLC | 0.15% | Add +7.8% | 9,187 | $390K |
| Austin Wealth Management, LLC | 0.06% | Add +22.7% | 9,074 | $384K |
| Colorado Capital Management, Inc. | 0.15% | Add +2.4% | 8,989 | $382K |
| Rockwood Wealth Management, LLC | 0.03% | Add +71.0% | 8,918 | $379K |
| Vickerman Investment Advisors, Inc. | 0.08% | New | 8,768 | $372K |
| Prime Capital Investment Advisors, LLC | 0.00% | Reduce -5.5% | 8,647 | $367K |
| Towneley Capital Management, Inc / DE | 0.08% | Add +3.6% | 8,601 | $365K |
| Keystone Financial Group, Inc. | 0.20% | Add +0.2% | 8,414 | $357K |
| NewEdge Wealth, LLC | 0.00% | No change | 7,991 | $343K |
| Coston, McIsaac & Partners | 0.08% | Add +1.1% | 7,945 | $337K |
| Morton Capital Management LLC | 0.05% | Add +7.5% | 7,836 | $333K |
| Astra Wealth Partners LLC | 0.23% | No change | 7,715 | $328K |
| McGlone Suttner Wealth Management, Inc. | 0.04% | No change | 7,313 | $311K |
| Laurel Wealth Planning LLC | 0.16% | No change | 7,247 | $308K |
| Boyce & Associates Wealth Consulting, Inc. | 0.25% | Add +6.6% | 7,230 | $307K |
| Exencial Wealth Advisors, LLC | 0.01% | No change | 7,221 | $307K |
| Grand Wealth Management, LLC | 0.15% | Add +0.0% | 7,164 | $304K |
| Quadcap Wealth Management, LLC | 0.04% | No change | 7,148 | $304K |
| Citadel Advisors | 0.00% | Add +33.5% | 7,039 | $299K |
| Bluespring Wealth Management, LLC | 0.03% | Reduce -2.3% | 7,032 | $299K |
| MBE Wealth Management, LLC | 0.13% | No change | 6,957 | $295K |
| Glass Jacobson Investment Advisors llc | 0.11% | Add +148.9% | 6,932 | $294K |
| Austin Asset Management Co Inc | 0.05% | Add +3.0% | 6,785 | $288K |
| Avior Wealth Management, LLC | 0.01% | Add +0.0% | 6,770 | $288K |
| Alpha Financial Advisors, LLC | 0.10% | No change | 6,671 | $283K |
| Verus Wealth Management, LLC | 0.26% | No change | 6,600 | $280K |
| Wealthstream Advisors, Inc. | 0.04% | New | 6,405 | $272K |
| Sutton Place Investors LLC | 0.15% | Reduce -3.4% | 6,347 | $270K |
| PBMares Wealth Management LLC | 0.04% | Add +9.3% | 6,267 | $266K |
| HTG Investment Advisors, Inc. | 0.09% | Add +5.6% | 6,096 | $259K |
| Acorn Creek Capital LLC | 0.10% | Add +0.0% | 6,040 | $257K |
| Gemmer Asset Management LLC | 0.02% | Add +0.2% | 5,881 | $250K |
| AQR Capital Management | 0.00% | Reduce -46.9% | 5,849 | $248K |
| Physician Wealth Solutions Inc. | 0.11% | No change | 5,800 | $246K |
| PFG Private Wealth Management, LLC | 0.11% | New | 5,796 | $246K |
| Integrity Wealth Solutions LLC | 0.11% | Add +0.2% | 5,796 | $246K |
| Trademark Financial Management, LLC | 0.14% | Add +0.3% | 5,718 | $243K |
| Silver Oak Advisory Group, Inc. | 0.11% | Add +0.3% | 5,640 | $239K |
| Washington Trust Advisors, Inc. | 0.02% | New | 5,480 | $233K |
| Penobscot Wealth Management | 0.07% | Reduce -3.6% | 5,470 | $232K |
| BWM Planning, LLC | 0.07% | Reduce -0.3% | 5,462 | $232K |
| Sterling Wealth Management, Inc. | 0.07% | Add +0.2% | 5,180 | $220K |
| Herold Advisors, Inc. | 0.05% | Reduce -2.6% | 5,112 | $217K |
| Robinson Smith Wealth Advisors LLC | 0.15% | Reduce -22.5% | 4,998 | $212K |
| SageOak Financial, LLC | 0.15% | New | 4,853 | $206K |
| Curio Wealth, LLC | 0.08% | Add +3.3% | 4,842 | $206K |
| One Degree Advisors Inc | 0.06% | New | 4,785 | $203K |
| Red Tortoise LLC | 0.09% | No change | 4,765 | $202K |
| JFS Wealth Advisors, LLC | 0.01% | No change | 4,713 | $200K |
| Clearstead Advisors, LLC | 0.00% | No change | 4,193 | $178K |
| LRI Investments, LLC | 0.01% | No change | 3,514 | $149K |
| Bellevue Asset Management, LLC | 0.06% | Add +0.2% | 3,300 | $140K |
| Wealth Preservation Advisors, LLC | 0.08% | No change | 3,245 | $138K |
| Allworth Financial LP | 0.00% | Add +0.2% | 2,913 | $124K |
| Bank of Montreal | 0.00% | New | 2,810 | $119K |
| IFP Advisors, Inc | 0.00% | Add +33.2% | 2,730 | $116K |
| North Capital, Inc. | 0.09% | Add +0.0% | 2,657 | $113K |
| Raffa Wealth Management, LLC | 0.02% | Add +116.8% | 2,172 | $92K |
| Red Lighthouse Investment Management, LLC | 0.03% | Reduce -33.7% | 2,133 | $91K |
| Global Retirement Partners, LLC | 0.00% | No change | 1,868 | $79K |
| Medallion Wealth Advisors, LLC | 0.03% | No change | 1,761 | $75K |
| C M Bidwell & Associates Ltd. | 0.03% | No change | 1,500 | $64K |
| Cardiff Park Advisors, LLC | 0.00% | Add +0.2% | 1,285 | $55K |
| Rialto Wealth Management, LLC | 0.01% | Reduce -43.6% | 1,082 | $46K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -35.3% | 1,023 | $43K |
| Nalls Sherbakoff Group, LLC | 0.03% | No change | 925 | $39K |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 704 | $30K |
| Royal Bank of Canada | 0.00% | Reduce -65.1% | 514 | $22K |
| Pinney & Scofield, Inc. | 0.01% | Add +4.5% | 445 | $19K |
| Anfield Capital Management, LLC | 0.00% | No change | 350 | $15K |
| Elevate Wealth Advisory, Inc. | 0.01% | No change | 337 | $14K |
| Smartleaf Asset Management LLC | 0.00% | No change | 300 | $13K |
| AlphaCore Capital LLC | 0.00% | New | 298 | $13K |
| MAI Capital Management | 0.00% | No change | 138 | $6K |
| SYM FINANCIAL Corp | 0.00% | No change | 120 | $5K |
| Quent Capital, LLC | 0.00% | New | 8 | $340 |
| Morgan Stanley | 0.00% | New | 1 | $54 |
"% 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.