Dimensional US Sus CORE1 ETFDFSUETF
13F holders, Q4 2025 (December 31)259holders +26
15new positions
8sold out
$43.45avg. 13F price*
At the end of Q4 2025, 259 institutions reported holding Dimensional US Sus CORE1 ETF (DFSU) in their 13F filings, up 26 from Q3 2025. 15 opened new positions and 8 sold out. The largest holders were Retirement Solution LLC ($235.6M), Awm Capital, LLC ($132.2M) and Quantum Financial Advisors, LLC ($104.3M).
- Company
- Dimensional US Sus CORE1 ETF
- CUSIP
- 25434V716
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 15 | $5.7M |
| Exits | 8 | $4.8M |
All 13F filers, Q3 2025 → Q4 2025: 2,134,318 shares bought and 364,674 shares sold, net +1,769,644 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 259 holders
| Retirement Solution LLC | 52.18% | Add +0.5% | 5,424,190 | $235.6M |
| Awm Capital, LLC | 12.00% | Add +3.9% | 3,044,502 | $132.2M |
| Quantum Financial Advisors, LLC | 11.71% | Add +0.1% | 2,401,491 | $104.3M |
| Maseco LLP | 3.69% | Add +3.7% | 1,953,681 | $84.8M |
| Focus Partners Wealth | 0.09% | Add +1.3% | 1,884,940 | $81.9M |
| Citrine Capital LLC | 26.00% | Add +9.5% | 1,289,790 | $56.0M |
| Abacus Wealth Partners, LLC | 5.30% | Add +0.0% | 1,243,200 | $54.0M |
| Pathstone Holdings, LLC | 0.17% | Add +64.3% | 1,027,902 | $44.6M |
| LongView Asset Management LLC | 21.44% | Reduce -4.2% | 708,054 | $30.8M |
| Wealth Enhancement Advisory Services, LLC | 0.03% | Add +2.7% | 483,033 | $21.4M |
| Forum Financial Management, LP | 0.25% | Add +2.0% | 439,653 | $19.1M |
| Five Oceans Advisors | 6.73% | Add +16.9% | 438,771 | $19.1M |
| Pure Financial Advisors, LLC | 0.26% | Add +24.5% | 404,280 | $17.6M |
| Focus Partners Advisor Solutions, LLC | 0.21% | Reduce -13.2% | 398,715 | $17.3M |
| Gibson Capital, LLC | 2.99% | No change | 375,765 | $16.3M |
| Heritage Financial Services, LLC | 1.32% | Add +7.7% | 364,066 | $15.8M |
| Simplicity Wealth,LLC | 0.82% | Add +233.8% | 318,459 | $13.8M |
| Apella Capital, LLC | 0.25% | Add +18.6% | 294,691 | $12.8M |
| Mercer Global Advisors Inc. | 0.02% | Add +20.7% | 289,761 | $12.6M |
| Beacon Pointe Advisors, LLC | 0.09% | Add +7.3% | 288,113 | $12.5M |
| Triune Financial Partners, LLC | 2.81% | Reduce -0.1% | 272,715 | $12.0M |
| Wealth Architects, LLC | 1.05% | Add +40.3% | 269,411 | $11.7M |
| New Capital Management LP | 2.91% | Reduce -2.7% | 266,317 | $11.6M |
| TCI Wealth Advisors, Inc. | 0.61% | Add +25.7% | 256,753 | $11.2M |
| Betterment LLC | 0.02% | Add +13.7% | 253,119 | $11.0M |
| Quarry Hill Advisors, LLC | 4.56% | Add +8.0% | 226,086 | $9.8M |
| OneDigital Investment Advisors LLC | 0.09% | Add +10.4% | 215,827 | $9.4M |
| SJS Investment Consulting Inc. | 1.16% | Add +0.1% | 210,779 | $9.2M |
| Nwam LLC | 0.50% | Reduce -4.1% | 206,235 | $9.0M |
| Brighton Jones LLC | 0.32% | Add +10.3% | 200,901 | $8.7M |
| Cardinal Point Capital Management ULC | 0.54% | Add +0.8% | 190,293 | $8.3M |
| Momentous Wealth Management, Inc. | 4.54% | Add +8.9% | 184,296 | $8.0M |
| Planning Center, Inc. | 0.81% | Reduce -10.3% | 182,662 | $7.9M |
| Corient Private Wealth LP | 0.01% | Add +7.3% | 168,725 | $7.3M |
| Broadhurst Jeffrey B | 6.91% | — | 153,251 | $6.7M |
| Sequoia Financial Advisors, LLC | 0.04% | Reduce -6.6% | 151,333 | $6.6M |
| LPL Financial LLC | 0.00% | Add +25.0% | 146,699 | $6.4M |
| Elevation Wealth Partners, LLC | 2.21% | Reduce -1.7% | 143,765 | $6.2M |
| Composition Wealth, LLC | 0.09% | Add +1.6% | 142,845 | $6.2M |
| Donalies Financial Planning, LLC | 5.00% | — | 135,160 | $5.9M |
| Allodium Investment Consultants, LLC | 2.91% | Reduce -3.0% | 132,033 | $5.7M |
| Northland Capital Management LLC | 3.19% | Reduce -2.0% | 131,241 | $5.7M |
| Rockbridge Investment Management, LCC | 0.52% | Add +0.7% | 127,976 | $5.6M |
| Wealth Management Strategies, Inc. | 2.48% | Reduce -0.8% | 123,852 | $5.4M |
| RAM Investment Partners, LLC | 0.95% | Add +3.0% | 121,104 | $5.3M |
| Aspen Capital Management, LLC | 1.28% | Add +1.8% | 118,871 | $5.2M |
| Foster Group, Inc. | 0.15% | Add +4.8% | 117,068 | $5.1M |
| Equita Financial Network, Inc. | 1.30% | Add +9.7% | 99,684 | $4.3M |
| MB Generational Wealth, LLC | 2.28% | Add +15.3% | 99,164 | $4.3M |
| Commonwealth Equity Services, LLC | 0.01% | Add +11.1% | 96,650 | $4.2M |
| Addison Advisors LLC | 0.93% | Add +4.6% | 95,282 | $4.1M |
| Truepoint, Inc. | 0.09% | Reduce -0.2% | 91,891 | $4.0M |
| Syverson Strege & Co | 0.90% | Reduce -4.3% | 87,935 | $3.8M |
| Asset Dedication, LLC | 0.24% | Reduce -1.0% | 84,799 | $3.7M |
| Wheels Up Wealth, Inc. | 3.40% | — | 84,031 | $3.6M |
| Chicago Partners Investment Group LLC | 0.09% | Add +11.6% | 81,623 | $3.6M |
| Raymond James Financial Inc. | 0.00% | Add +208.2% | 78,052 | $3.4M |
| Savant Capital, LLC | 0.02% | Add +52.5% | 72,314 | $3.1M |
| Level Financial Advisors | 0.80% | Add +2.5% | 69,265 | $3.0M |
| Sensenig Capital Advisors, Inc | 3.01% | — | 68,142 | $3.0M |
| Premier Financial Group | 0.75% | Reduce -2.4% | 65,844 | $2.9M |
| Perigon Wealth Management, LLC | 0.05% | Add +55.2% | 65,721 | $2.9M |
| MLG Wealth Management DBA Pine Grove Financial Group | 0.33% | — | 62,504 | $2.7M |
| Longview Financial Advisors LLC | 1.49% | Add +1.3% | 62,416 | $2.7M |
| Foundation Wealth Management, LLC\PA | 0.94% | Add +0.7% | 59,745 | $2.6M |
| Burton Enright Welch | 0.37% | Add +10.6% | 59,720 | $2.6M |
| Babb Wealth Advisors LLC | 1.44% | Add +27.1% | 58,916 | $2.6M |
| SeedSafe Financial LLC | 2.18% | — | 56,649 | $2.5M |
| Vise Technologies, Inc. | 0.05% | Add +172.6% | 56,589 | $2.5M |
| Root Financial Partners, LLC | 0.13% | Add +61.0% | 56,247 | $2.4M |
| BetterWealth, LLC | 0.55% | Reduce -10.4% | 55,833 | $2.4M |
| Henrickson Nauta Wealth Advisors, Inc. | 0.35% | Add +108.4% | 53,866 | $2.4M |
| ProCore Advisors, LLC | 2.43% | — | 54,657 | $2.4M |
| Strategic Investment Solutions, Inc. | 0.56% | Reduce -22.8% | 53,953 | $2.3M |
| Flagstone Financial Management | 0.58% | Add +9.3% | 51,893 | $2.3M |
| United Wealth Management, LLC | 0.58% | Reduce -0.6% | 51,674 | $2.2M |
| Trellis Wealth Advisors LLC | 0.87% | Add +0.0% | 51,011 | $2.2M |
| DiNuzzo Private Wealth, Inc. | 0.24% | Reduce -4.8% | 50,535 | $2.2M |
| Compass Capital Corp. /Ma/ | 0.84% | Add +1.0% | 49,046 | $2.2M |
| Petersen Hastings Wealth Advisors Inc. | 0.21% | — | 49,639 | $2.2M |
| D.A. Davidson & Co. | 0.01% | Add +6.4% | 49,074 | $2.1M |
| Vista Capital Partners, Inc. | 0.21% | Add +1.3% | 48,157 | $2.1M |
| XY Planning Network, Inc. | 0.35% | Add +68.0% | 46,884 | $2.0M |
| NewEdge Advisors, LLC | 0.01% | Reduce -13.2% | 46,020 | $2.0M |
| Financial Connections Group, Inc. | 0.67% | Add +1.9% | 45,158 | $2.0M |
| MML Investors Services, LLC | 0.00% | Reduce -13.1% | 44,578 | $1.9M |
| Private Advisor Group, LLC | 0.01% | Add +1.0% | 43,599 | $1.9M |
| Sellwood Investment Partners LLC | 0.69% | Reduce -0.7% | 40,723 | $1.8M |
| North Ridge Wealth Advisors, Inc. | 0.99% | Add +33.1% | 40,566 | $1.8M |
| Morling Financial Advisors, LLC | 0.55% | Reduce -2.3% | 40,186 | $1.7M |
| Wolfstich Capital, LLC | 1.56% | Reduce -31.9% | 39,011 | $1.7M |
| Modera Wealth Management, LLC | 0.02% | Reduce -1.1% | 38,401 | $1.7M |
| Brown Advisory Inc. | 0.00% | Add +292.9% | 38,039 | $1.7M |
| Wealth Advisors Northwest LLC | 0.73% | Add +18.6% | 37,674 | $1.6M |
| Caprock Group, LLC | 0.03% | Add +21.6% | 36,795 | $1.6M |
| Stifel Financial Corp. | 0.00% | Add +11.2% | 36,677 | $1.6M |
| Farther Finance Advisors, LLC | 0.02% | Add +19.3% | 36,015 | $1.6M |
| Cahill Financial Advisors Inc. | 0.16% | Reduce -2.3% | 34,417 | $1.5M |
| EnRich Financial Partners LLC | 0.39% | Reduce -1.5% | 33,197 | $1.4M |
| Mason & Associates Inc | 0.26% | New | 32,398 | $1.4M |
"% 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.