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 |
| WPWealth LLP | 0.21% | Reduce -0.0% | 30,641 | $1.3M |
| Physician Wealth Advisors, Inc. | 0.18% | Reduce -4.7% | 30,618 | $1.3M |
| Greenspring Advisors, LLC | 0.08% | Add +138.4% | 30,441 | $1.3M |
| Hill Island Financial LLC | 0.31% | Add +11.3% | 29,926 | $1.3M |
| Balanced Rock Investment Advisors LLC | 0.91% | Add +9.2% | 29,447 | $1.3M |
| Bridgewater Advisors Inc. | 0.08% | Add +41.8% | 28,968 | $1.3M |
| Monument Group Wealth Advisors, LLC | 0.69% | Add +0.1% | 29,187 | $1.3M |
| Fiduciary Financial Group, LLC | 0.18% | Reduce -0.8% | 28,935 | $1.3M |
| Shira Ridge Wealth Management | 0.49% | Reduce -3.0% | 27,868 | $1.2M |
| Outbound Financial Inc | 0.93% | Reduce -0.2% | 27,410 | $1.2M |
| Cambridge Financial Group, LLC | 0.41% | Reduce -3.6% | 31,098 | $1.2M |
| Rehmann Capital Advisory Group | 0.06% | Add +1.1% | 27,120 | $1.2M |
| AdvisorNet Financial, Inc | 0.06% | Add +2.0% | 26,876 | $1.2M |
| Mills Wealth Advisors LLC | 0.45% | Add +2.0% | 26,412 | $1.1M |
| Altiora Financial Group, LLC | 0.19% | No change | 26,000 | $1.1M |
| von Borstel & Associates, Inc. | 0.25% | Reduce -4.0% | 24,373 | $1.1M |
| Vermillion Wealth Management, Inc. | 0.43% | Add +0.2% | 24,172 | $1.0M |
| Joel Adams & Associates, Inc. | 0.78% | Add +1.6% | 23,844 | $1.0M |
| Schwarz Dygos Wheeler Investment Advisors LLC | 0.21% | Reduce -10.5% | 23,297 | $1.0M |
| Quantinno Capital Management LP | 0.00% | New | 22,884 | $994K |
| Meritas Wealth Management, LLC | 0.47% | Add +3.4% | 22,324 | $970K |
| Tanager Wealth Management LLP | 0.10% | Reduce -14.4% | 22,309 | $969K |
| Orion Capital Management LLC | 0.33% | Add +0.2% | 22,193 | $964K |
| Stratos Investment Management, LLC | 0.04% | Reduce -1.1% | 21,987 | $955K |
| Mariner, LLC | 0.00% | Add +50.5% | 21,578 | $937K |
| Old Peak Finance LLC | 0.58% | — | 21,470 | $932K |
| Mission Wealth Management, LP | 0.02% | New | 21,372 | $928K |
| JPMorgan Chase & Co. | 0.00% | Add +71.9% | 20,463 | $889K |
| Bank of America Corp. | 0.00% | Add +6.0% | 20,211 | $878K |
| SB Capital Management Inc | 0.32% | — | 20,183 | $877K |
| Investment Advisory Group, LLC | 0.22% | No change | 20,053 | $871K |
| Financial Plan, Inc. | 0.10% | — | 19,317 | $839K |
| Hicks Capital Management LLC | 0.81% | No change | 18,410 | $800K |
| Cordant, Inc. | 0.33% | Reduce -0.6% | 18,134 | $788K |
| Ledgewood Wealth Advisors, LLC | 0.45% | No change | 18,130 | $787K |
| Opes Wealth Management LLC | 0.13% | Add +0.4% | 17,946 | $779K |
| Signature Resources Capital Management, LLC | 0.39% | Add +21.8% | 17,885 | $777K |
| Freedom Financial Partners LLC | 0.28% | Add +0.2% | 17,868 | $776K |
| Wealthspire Advisors, LLC | 0.01% | No change | 17,636 | $766K |
| Osaic Holdings, Inc. | 0.00% | Add +15.6% | 17,471 | $759K |
| Bridge Generations Wealth Management LLC | 0.46% | No change | 17,151 | $745K |
| Creative Capital Management Investments LLC | 0.22% | Reduce -2.6% | 16,857 | $732K |
| Ruedi Wealth Management, Inc. | 0.18% | Add +4.7% | 15,828 | $687K |
| Envision Financial Planning, LLC | 0.26% | Add +29.4% | 15,818 | $687K |
| Pine Harbor Wealth Management, LLC | 0.21% | No change | 15,797 | $686K |
| Montis Financial, LLC | 0.14% | No change | 15,786 | $686K |
| Tortoise Investment Management, LLC | 0.06% | Add +22.2% | 15,720 | $683K |
| Professional Financial Solutions LLC | 0.63% | — | 15,594 | $677K |
| Hutchinson Capital Management | 0.11% | Reduce -6.2% | 14,570 | $633K |
| Geometric Wealth Advisors | 0.08% | Add +0.2% | 14,235 | $618K |
| Silver Oak Advisory Group, Inc. | 0.27% | Add +144.0% | 13,764 | $597K |
| McGrath & Associates, Inc. | 0.84% | Add +0.2% | 13,653 | $593K |
| NewEdge Wealth, LLC | 0.01% | Add +64.8% | 13,171 | $572K |
| Define Financial, LLC | 0.32% | Reduce -7.0% | 12,803 | $556K |
| Glassman Wealth Services | 0.07% | Add +14.6% | 12,741 | $553K |
| Heck Capital Advisors, LLC | 0.04% | Reduce -4.4% | 12,148 | $528K |
| Clarius Group, LLC | 0.03% | Add +0.0% | 11,720 | $509K |
| Morris Financial Concepts, Inc. | 0.18% | Add +0.0% | 11,635 | $505K |
| Forvis Mazars Wealth Advisors, LLC | 0.01% | No change | 11,481 | $499K |
| HighTower Advisors, LLC | 0.00% | Add +0.2% | 11,345 | $493K |
| Warburton Capital Management, LLC | 0.27% | Add +9.7% | 11,065 | $480K |
| E-Wealth Partners, LLC | 0.40% | — | 10,991 | $477K |
| Kestra Advisory Services, LLC | 0.00% | No change | 10,973 | $477K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +18.0% | 10,853 | $471K |
| Jane Street Group, LLC | 0.00% | New | 10,808 | $469K |
| Passive Capital Management, LLC. | 0.15% | No change | 10,800 | $469K |
| True Wealth Design, LLC | 0.14% | Reduce -17.3% | 10,630 | $462K |
| Rockwood Wealth Management, LLC | 0.03% | Add +16.7% | 10,405 | $452K |
| Ballast Rock Private Wealth LLC | 0.28% | — | 10,241 | $445K |
| HTG Investment Advisors, Inc. | 0.13% | Add +61.0% | 9,812 | $426K |
| Shore Point Advisors, LLC | 0.18% | Add +0.0% | 9,765 | $424K |
| Wealthcare Advisory Partners LLC | 0.01% | Add +0.2% | 9,285 | $403K |
| Austin Wealth Management, LLC | 0.06% | Add +0.2% | 9,094 | $402K |
| Family Wealth Partners, LLC | 0.14% | Add +0.5% | 9,234 | $401K |
| Trailhead Planners LLC | 0.39% | — | 9,194 | $399K |
| Avise Financial Cooperative, Inc. | 0.36% | — | 9,140 | $397K |
| Colorado Capital Management, Inc. | 0.15% | Add +1.3% | 9,109 | $396K |
| Towneley Capital Management, Inc / DE | 0.08% | Add +3.7% | 8,919 | $387K |
| Ascentis Independent Advisors | 0.06% | New | 8,775 | $381K |
| Freedom Investment Management, Inc. | 0.11% | New | 8,536 | $371K |
| Keystone Financial Group, Inc. | 0.19% | Add +0.2% | 8,432 | $366K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -31.6% | 8,155 | $354K |
| Vickerman Investment Advisors, Inc. | 0.07% | Reduce -7.9% | 8,074 | $351K |
| Prime Capital Investment Advisors, LLC | 0.00% | Reduce -6.9% | 8,049 | $350K |
| Three Arch Wealth Management LLC | 0.07% | — | 8,025 | $349K |
| Coston, McIsaac & Partners | 0.08% | Add +0.1% | 7,951 | $345K |
| Foundry Financial LLC | 0.18% | — | 7,761 | $337K |
| Morton Capital Management LLC | 0.05% | Reduce -1.5% | 7,720 | $335K |
| Astra Wealth Partners LLC | 0.20% | No change | 7,715 | $335K |
| Legacy Private Trust Co. | 0.02% | New | 7,547 | $328K |
| marrick wealth, LLC | 0.26% | — | 7,378 | $320K |
| McGlone Suttner Wealth Management, Inc. | 0.04% | No change | 7,313 | $318K |
| Laurel Wealth Planning LLC | 0.17% | No change | 7,247 | $315K |
| Glass Jacobson Investment Advisors llc | 0.11% | Add +4.4% | 7,234 | $314K |
| Boyce & Associates Wealth Consulting, Inc. | 0.26% | No change | 7,230 | $314K |
| Exencial Wealth Advisors, LLC | 0.01% | No change | 7,221 | $314K |
| Quadcap Wealth Management, LLC | 0.04% | No change | 7,148 | $310K |
| Grand Wealth Management, LLC | 0.14% | Reduce -0.3% | 7,146 | $310K |
| Bluespring Wealth Management, LLC | 0.03% | Add +1.4% | 7,133 | $310K |
| Parkwoods Wealth Partners, LLC | 0.09% | New | 7,027 | $305K |
| MBE Wealth Management, LLC | 0.13% | Add +0.9% | 7,022 | $305K |
| Austin Asset Management Co Inc | 0.05% | No change | 6,785 | $295K |
| Avior Wealth Management, LLC | 0.01% | Reduce -0.3% | 6,753 | $293K |
| Alpha Financial Advisors, LLC | 0.09% | No change | 6,671 | $290K |
| Verus Wealth Management, LLC | 0.27% | No change | 6,600 | $287K |
| Robinson Smith Wealth Advisors LLC | 0.19% | Add +25.9% | 6,292 | $273K |
| Sutton Place Investors LLC | 0.15% | Reduce -1.6% | 6,248 | $271K |
| Creative Planning | 0.00% | Reduce -63.8% | 5,936 | $258K |
| Acorn Creek Capital LLC | 0.09% | Reduce -2.4% | 5,897 | $256K |
| Gemmer Asset Management LLC | 0.02% | Add +0.2% | 5,894 | $256K |
| Physician Wealth Solutions Inc. | 0.11% | No change | 5,800 | $252K |
| PW Advisors, LLC \ FL | 0.20% | — | 5,779 | $251K |
| Trademark Financial Management, LLC | 0.13% | Reduce -2.0% | 5,603 | $243K |
| Kilner Capital Advisors, LLC | 0.23% | — | 5,576 | $242K |
| Integrity Wealth Solutions LLC | 0.09% | Reduce -5.0% | 5,508 | $239K |
| Washington Trust Advisors, Inc. | 0.02% | Add +0.2% | 5,492 | $239K |
| BWM Planning, LLC | 0.06% | Add +0.1% | 5,470 | $238K |
| Curio Wealth, LLC | 0.08% | Add +11.1% | 5,380 | $237K |
| Penobscot Wealth Management | 0.07% | Reduce -3.1% | 5,302 | $230K |
| FMB Wealth Management | 0.09% | New | 5,178 | $225K |
| Sterling Wealth Management, Inc. | 0.06% | Reduce -0.5% | 5,152 | $224K |
| Private Advisory Group LLC | 0.02% | New | 5,073 | $220K |
| SageOak Financial, LLC | 0.15% | No change | 4,853 | $211K |
| Red Tortoise LLC | 0.09% | No change | 4,765 | $207K |
| Kane Co Wealth Management, Inc. | 0.18% | — | 4,725 | $205K |
| JFS Wealth Advisors, LLC | 0.01% | No change | 4,713 | $205K |
| One Degree Advisors Inc | 0.06% | Reduce -2.6% | 4,660 | $202K |
| Bank of Montreal | 0.00% | Add +51.3% | 4,252 | $185K |
| Clearstead Advisors, LLC | 0.00% | No change | 4,193 | $182K |
| LRI Investments, LLC | 0.01% | No change | 3,514 | $153K |
| Bellevue Asset Management, LLC | 0.05% | Add +0.2% | 3,307 | $144K |
| Wealth Preservation Advisors, LLC | 0.07% | No change | 3,245 | $141K |
| Timmons Wealth Management, LLC | 0.13% | — | 3,002 | $130K |
| IFP Advisors, Inc | 0.00% | Add +7.9% | 2,946 | $128K |
| Allworth Financial LP | 0.00% | Add +0.2% | 2,919 | $127K |
| Raffa Wealth Management, LLC | 0.01% | Add +0.2% | 2,177 | $95K |
| Royal Bank of Canada | 0.00% | Add +298.3% | 2,047 | $89K |
| Red Lighthouse Investment Management, LLC | 0.03% | Reduce -8.7% | 1,948 | $85K |
| Morgan Stanley | 0.00% | Add +191500.0% | 1,916 | $83K |
| Global Retirement Partners, LLC | 0.00% | No change | 1,868 | $81K |
| Medallion Wealth Advisors, LLC | 0.03% | No change | 1,761 | $76K |
| Cardiff Park Advisors, LLC | 0.01% | Add +26.4% | 1,624 | $71K |
| Pinney & Scofield, Inc. | 0.04% | Add +257.3% | 1,590 | $69K |
| C M Bidwell & Associates Ltd. | 0.03% | No change | 1,500 | $65K |
| Rialto Wealth Management, LLC | 0.01% | No change | 1,082 | $47K |
| Larson Financial Group LLC | 0.00% | New | 1,003 | $44K |
| Nalls Sherbakoff Group, LLC | 0.03% | No change | 925 | $40K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -10.5% | 916 | $40K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 388 | $17K |
| UBS Group AG | 0.00% | New | 357 | $16K |
| Anfield Capital Management, LLC | 0.00% | No change | 350 | $15K |
| Elevate Wealth Advisory, Inc. | 0.01% | No change | 337 | $15K |
| Smartleaf Asset Management LLC | 0.00% | No change | 300 | $13K |
| AlphaCore Capital LLC | 0.00% | No change | 298 | $13K |
| Dunhill Financial, LLC | 0.00% | New | 215 | $9K |
| Rockefeller Capital Management L.P. | 0.00% | New | 185 | $8K |
| MAI Capital Management | 0.00% | No change | 138 | $6K |
| SYM FINANCIAL Corp | 0.00% | No change | 120 | $5K |
| Quent Capital, LLC | 0.00% | No change | 8 | $347 |
"% 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.