Dimensional US Sus CORE1 ETFDFSUETF
13F holders, Q1 2026 (March 31)261holders +2
17new positions
13sold out
$41.21avg. 13F price*
At the end of Q1 2026, 261 institutions reported holding Dimensional US Sus CORE1 ETF (DFSU) in their 13F filings, up 2 from Q4 2025. 17 opened new positions and 13 sold out. The largest holders were Retirement Solution LLC ($224.6M), Awm Capital, LLC ($134.8M) and Quantum Financial Advisors, LLC ($98.7M).
- Company
- Dimensional US Sus CORE1 ETF
- CUSIP
- 25434V716
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 17 | $45.7M |
| Exits | 13 | $4.6M |
All 13F filers, Q4 2025 → Q1 2026: 3,273,548 shares bought and 387,761 shares sold, net +2,885,787 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 261 holders
| Retirement Solution LLC | 53.13% | Add +0.8% | 5,466,368 | $224.6M |
| Awm Capital, LLC | 12.20% | Add +7.8% | 3,280,951 | $134.8M |
| Quantum Financial Advisors, LLC | 11.07% | Add +0.0% | 2,401,564 | $98.7M |
| Maseco LLP | 2.61% | Add +3.6% | 2,024,355 | $83.3M |
| Focus Partners Wealth | 0.09% | Add +2.5% | 1,932,561 | $81.6M |
| Citrine Capital LLC | 24.57% | Add +6.9% | 1,379,142 | $56.7M |
| Abacus Wealth Partners, LLC | 4.81% | Add +3.1% | 1,281,712 | $52.7M |
| Pathstone Holdings, LLC | 0.20% | Add +19.9% | 1,232,278 | $50.6M |
| EP Wealth Advisors, LLC | 0.14% | New | 704,102 | $28.9M |
| Five Oceans Advisors | 6.95% | Add +6.5% | 467,329 | $19.2M |
| Savant Capital, LLC | 0.09% | Add +532.1% | 457,115 | $18.8M |
| Forum Financial Management, LP | 0.26% | Add +2.3% | 449,583 | $18.5M |
| Wealth Enhancement Advisory Services, LLC | 0.04% | Reduce -11.0% | 429,942 | $17.8M |
| Apella Capital, LLC | 0.26% | Add +34.2% | 395,443 | $17.8M |
| Pure Financial Advisors, LLC | 0.24% | Add +1.2% | 409,228 | $16.8M |
| Focus Partners Advisor Solutions, LLC | 0.17% | Add +1.5% | 404,666 | $16.6M |
| Mercer Global Advisors Inc. | 0.02% | Add +32.2% | 383,194 | $15.7M |
| Gibson Capital, LLC | 2.87% | No change | 375,765 | $15.4M |
| Beacon Pointe Advisors, LLC | 0.07% | Add +17.0% | 337,037 | $13.8M |
| Simplicity Wealth,LLC | 0.69% | Reduce -6.7% | 297,206 | $12.2M |
| Triune Financial Partners, LLC | 2.75% | Add +3.3% | 281,713 | $11.6M |
| TCI Wealth Advisors, Inc. | 0.59% | Add +5.5% | 270,992 | $11.1M |
| Wealth Architects, LLC | 0.98% | Reduce -0.9% | 267,085 | $11.0M |
| Quarry Hill Advisors, LLC | 4.51% | Add +7.9% | 243,936 | $11.0M |
| Betterment LLC | 0.02% | Add +3.4% | 261,727 | $10.8M |
| New Capital Management LP | 2.51% | Reduce -7.1% | 247,490 | $10.2M |
| OneDigital Investment Advisors LLC | 0.09% | Add +6.1% | 228,918 | $9.4M |
| Elser Financial Planning, Inc | 0.45% | New | 226,039 | $9.3M |
| SJS Investment Consulting Inc. | 1.06% | Reduce -0.2% | 210,344 | $8.6M |
| Nwam LLC | 0.49% | Add +1.5% | 209,350 | $8.6M |
| Brighton Jones LLC | 0.19% | Add +1.9% | 204,667 | $8.4M |
| Momentous Wealth Management, Inc. | 4.56% | Add +5.3% | 194,063 | $8.0M |
| Planning Center, Inc. | 0.77% | Add +1.1% | 184,743 | $7.6M |
| Cardinal Point Capital Management ULC | 0.46% | Reduce -3.9% | 182,814 | $7.5M |
| Corient Private Wealth LP | 0.01% | Add +26.7% | 213,774 | $7.3M |
| Broadhurst Jeffrey B | 7.09% | Add +9.8% | 168,250 | $6.9M |
| LPL Financial LLC | 0.00% | Add +14.3% | 167,718 | $6.9M |
| Sequoia Financial Advisors, LLC | 0.03% | Add +0.0% | 151,398 | $6.2M |
| Allodium Investment Consultants, LLC | 2.87% | Add +10.5% | 145,937 | $6.0M |
| Elevation Wealth Partners, LLC | 2.12% | Add +0.3% | 144,120 | $5.9M |
| Donalies Financial Planning, LLC | 4.73% | Reduce -0.0% | 135,124 | $5.6M |
| Composition Wealth, LLC | 0.07% | Reduce -7.2% | 132,540 | $5.4M |
| RAM Investment Partners, LLC | 0.93% | Add +6.2% | 128,615 | $5.3M |
| Rockbridge Investment Management, LCC | 0.47% | Add +0.0% | 128,008 | $5.3M |
| Wealth Management Strategies, Inc. | 2.31% | Add +0.2% | 124,143 | $5.1M |
| Brown Advisory Inc. | 0.01% | Add +221.1% | 122,131 | $5.0M |
| Equita Financial Network, Inc. | 1.54% | Add +19.5% | 119,102 | $4.9M |
| Foster Group, Inc. | 0.14% | Add +0.7% | 117,845 | $4.8M |
| Aspen Capital Management, LLC | 1.16% | Reduce -3.9% | 114,276 | $4.7M |
| Root Financial Partners, LLC | 0.22% | Add +102.9% | 114,109 | $4.7M |
| MB Generational Wealth, LLC | 2.38% | Add +5.8% | 104,960 | $4.3M |
| Commonwealth Equity Services, LLC | 0.01% | Add +2.2% | 98,810 | $4.1M |
| Northland Capital Management LLC | 2.21% | Reduce -25.2% | 98,160 | $4.0M |
| Addison Advisors LLC | 0.89% | Add +2.5% | 97,618 | $4.0M |
| Truepoint, Inc. | 0.08% | Add +0.5% | 92,377 | $3.8M |
| Chicago Partners Investment Group LLC | 0.08% | Add +2.0% | 83,251 | $3.7M |
| Syverson Strege & Co | 0.87% | Reduce -0.1% | 87,842 | $3.6M |
| Perigon Wealth Management, LLC | 0.06% | Add +32.0% | 86,786 | $3.6M |
| Raymond James Financial Inc. | 0.00% | Add +9.5% | 85,436 | $3.5M |
| Wheels Up Wealth, Inc. | 3.23% | Reduce -0.4% | 83,718 | $3.4M |
| Longview Financial Advisors LLC | 1.59% | Add +14.2% | 71,298 | $2.9M |
| Burton Enright Welch | 0.39% | Add +17.7% | 70,277 | $2.9M |
| Level Financial Advisors | 0.71% | Reduce -1.7% | 68,101 | $2.8M |
| Premier Financial Group | 0.48% | Add +1.9% | 67,122 | $2.8M |
| Asset Dedication, LLC | 0.19% | Reduce -23.4% | 64,988 | $2.7M |
| MLG Wealth Management DBA Pine Grove Financial Group | 0.30% | Add +1.9% | 63,717 | $2.6M |
| Babb Wealth Advisors LLC | 1.43% | Add +8.1% | 63,664 | $2.6M |
| Foundation Wealth Management, LLC\PA | 0.88% | Add +1.4% | 60,550 | $2.5M |
| Vise Technologies, Inc. | 0.05% | No change | 56,589 | $2.5M |
| Sensenig Capital Advisors, Inc | 2.52% | Reduce -12.3% | 59,795 | $2.5M |
| SeedSafe Financial LLC | 1.91% | Reduce -0.4% | 56,412 | $2.3M |
| Compass Capital Corp. /Ma/ | 0.82% | Add +2.2% | 50,107 | $2.3M |
| DiNuzzo Private Wealth, Inc. | 0.25% | Add +9.5% | 55,352 | $2.3M |
| BetterWealth, LLC | 0.44% | Reduce -1.2% | 55,184 | $2.3M |
| Flagstone Financial Management | 0.55% | Add +4.0% | 53,949 | $2.2M |
| Private Advisor Group, LLC | 0.01% | Add +23.0% | 53,634 | $2.2M |
| United Wealth Management, LLC | 0.53% | Add +0.1% | 51,732 | $2.1M |
| RW Investment Management LLC | 0.20% | — | 50,391 | $2.1M |
| Petersen Hastings Wealth Advisors Inc. | 0.19% | Reduce -0.5% | 49,401 | $2.0M |
| Jane Street Group, LLC | 0.00% | Add +356.0% | 49,289 | $2.0M |
| Vista Capital Partners, Inc. | 0.20% | Add +1.8% | 49,004 | $2.0M |
| Joel Adams & Associates, Inc. | 1.45% | Add +99.6% | 47,597 | $2.0M |
| XY Planning Network, Inc. | 0.31% | Add +0.7% | 47,203 | $2.0M |
| D.A. Davidson & Co. | 0.01% | Reduce -5.0% | 46,643 | $1.9M |
| Farther Finance Advisors, LLC | 0.02% | Add +27.7% | 45,976 | $1.9M |
| Financial Connections Group, Inc. | 0.66% | Add +2.7% | 46,359 | $1.9M |
| Strategic Investment Solutions, Inc. | 0.46% | Reduce -14.3% | 46,234 | $1.9M |
| NewEdge Advisors, LLC | 0.01% | No change | 46,020 | $1.9M |
| Creative Capital Management Investments LLC | 0.50% | Add +152.5% | 42,571 | $1.7M |
| North Ridge Wealth Advisors, Inc. | 0.98% | Add +4.3% | 42,290 | $1.7M |
| Sellwood Investment Partners LLC | 0.66% | Add +0.3% | 40,838 | $1.7M |
| Wealth Advisors Northwest LLC | 0.70% | Add +7.7% | 40,579 | $1.7M |
| Morling Financial Advisors, LLC | 0.50% | Reduce -1.9% | 39,429 | $1.6M |
| Monument Group Wealth Advisors, LLC | 0.89% | Add +34.0% | 39,122 | $1.6M |
| Trellis Wealth Advisors LLC | 0.61% | Reduce -23.5% | 39,031 | $1.6M |
| Modera Wealth Management, LLC | 0.02% | Reduce -3.1% | 37,214 | $1.5M |
| Wolfstich Capital, LLC | 1.34% | Reduce -1.8% | 38,319 | $1.5M |
| Caprock Group, LLC | 0.04% | Add +0.2% | 36,876 | $1.5M |
| Stifel Financial Corp. | 0.00% | Reduce -2.0% | 35,928 | $1.5M |
| Cambridge Financial Group, LLC | 0.49% | Add +12.4% | 34,956 | $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.