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 |
| Greenspring Advisors, LLC | 0.09% | Add +13.3% | 34,474 | $1.4M |
| Cahill Financial Advisors Inc. | 0.15% | Reduce -0.3% | 34,319 | $1.4M |
| Morris Financial Concepts, Inc. | 0.47% | Add +188.1% | 33,517 | $1.4M |
| von Borstel & Associates, Inc. | 0.31% | Add +37.1% | 33,415 | $1.4M |
| Bridgewater Advisors Inc. | 0.08% | Add +2.1% | 29,579 | $1.4M |
| Mason & Associates Inc | 0.26% | Add +3.5% | 33,517 | $1.3M |
| EnRich Financial Partners LLC | 0.35% | Reduce -2.0% | 32,522 | $1.3M |
| Cordant, Inc. | 0.54% | Add +79.1% | 32,470 | $1.3M |
| Hill Island Financial LLC | 0.32% | Add +6.5% | 31,869 | $1.3M |
| MML Investors Services, LLC | 0.00% | Reduce -28.8% | 31,749 | $1.3M |
| Physician Wealth Advisors, Inc. | 0.18% | Add +2.5% | 31,383 | $1.3M |
| Mills Wealth Advisors LLC | 0.44% | Add +17.3% | 30,987 | $1.3M |
| Fiduciary Financial Group, LLC | 0.17% | Add +6.4% | 30,778 | $1.3M |
| Balanced Rock Investment Advisors LLC | 0.88% | Add +3.6% | 30,501 | $1.3M |
| Henrickson Nauta Wealth Advisors, Inc. | 0.35% | Reduce -44.4% | 29,961 | $1.2M |
| WPWealth LLP | 0.18% | Reduce -5.9% | 28,840 | $1.2M |
| Clearstead Advisors, LLC | 0.01% | Add +576.9% | 28,381 | $1.2M |
| Shira Ridge Wealth Management | 0.45% | Reduce -0.8% | 27,639 | $1.1M |
| Outbound Financial Inc | 0.84% | Reduce -0.8% | 27,200 | $1.1M |
| Rehmann Capital Advisory Group | 0.06% | No change | 27,120 | $1.1M |
| 3 Factor Indexing, LLC | 1.05% | — | 27,097 | $1.1M |
| Quantinno Capital Management LP | 0.00% | Add +15.0% | 26,314 | $1.1M |
| Altiora Financial Group, LLC | 0.18% | No change | 26,000 | $1.1M |
| Mission Wealth Management, LP | 0.02% | Add +18.8% | 25,386 | $1.0M |
| HighTower Advisors, LLC | 0.00% | Add +121.7% | 25,151 | $1.0M |
| GTS Securities LLC | 0.04% | New | 25,111 | $1.0M |
| Mariner, LLC | 0.00% | Add +15.4% | 24,896 | $1.0M |
| Meritas Wealth Management, LLC | 0.46% | Add +10.6% | 24,692 | $1.0M |
| Royal Bank of Canada | 0.00% | Add +1090.3% | 24,366 | $1.0M |
| Schwarz Dygos Wheeler Investment Advisors LLC | 0.21% | Add +4.6% | 24,364 | $1.0M |
| Financial Plan, Inc. | 0.11% | Add +25.9% | 24,326 | $1000K |
| Vermillion Wealth Management, Inc. | 0.40% | Add +0.2% | 24,229 | $996K |
| Eaton-Cambridge Inc. | 0.31% | New | 24,220 | $995K |
| Consilio Wealth Advisors, LLC | 0.28% | New | 23,720 | $975K |
| JPMorgan Chase & Co. | 0.00% | Add +18.4% | 24,231 | $967K |
| Opulen Financial Group LLC | 0.66% | New | 22,715 | $933K |
| Tanager Wealth Management LLP | 0.09% | Reduce -0.1% | 22,286 | $916K |
| Old Peak Finance LLC | 0.53% | Add +3.7% | 22,262 | $915K |
| TFO Wealth Partners, LLC | 0.12% | New | 21,946 | $902K |
| Osaic Holdings, Inc. | 0.00% | Add +23.1% | 21,501 | $883K |
| AdvisorNet Financial, Inc | 0.05% | Reduce -20.3% | 21,417 | $880K |
| AA Financial Advisors, LLC | 0.12% | New | 20,068 | $825K |
| Investment Advisory Group, LLC | 0.21% | No change | 20,053 | $824K |
| Bank of America Corp. | 0.00% | Reduce -5.7% | 19,061 | $783K |
| Orion Capital Management LLC | 0.26% | Reduce -16.2% | 18,604 | $764K |
| Envision Financial Planning, LLC | 0.27% | Add +16.9% | 18,493 | $760K |
| Hicks Capital Management LLC | 0.76% | No change | 18,410 | $756K |
| Opes Wealth Management LLC | 0.13% | Add +1.7% | 18,246 | $750K |
| Ledgewood Wealth Advisors, LLC | 0.42% | Reduce -0.0% | 18,128 | $745K |
| Signature Resources Capital Management, LLC | 0.35% | Add +0.9% | 18,055 | $742K |
| Freedom Financial Partners LLC | 0.26% | Add +0.8% | 18,004 | $740K |
| Bridge Generations Wealth Management LLC | 0.42% | Add +4.6% | 17,946 | $737K |
| Wealthspire Advisors, LLC | 0.01% | No change | 17,636 | $725K |
| Ruedi Wealth Management, Inc. | 0.18% | Add +10.3% | 17,463 | $718K |
| Tortoise Investment Management, LLC | 0.06% | Add +9.5% | 17,220 | $708K |
| Silver Oak Advisory Group, Inc. | 0.29% | Add +17.1% | 16,113 | $662K |
| Montis Financial, LLC | 0.13% | No change | 15,786 | $649K |
| Fiduciary Financial Advisors | 0.57% | — | 15,460 | $635K |
| Professional Financial Solutions LLC | 0.55% | Reduce -2.8% | 15,157 | $623K |
| Pine Harbor Wealth Management, LLC | 0.18% | Reduce -5.1% | 14,995 | $616K |
| Envestnet Asset Management Inc. | 0.00% | Add +81.7% | 14,821 | $609K |
| Hutchinson Capital Management | 0.11% | No change | 14,570 | $599K |
| NewEdge Wealth, LLC | 0.01% | Add +10.1% | 14,505 | $596K |
| Family Wealth Partners, LLC | 0.20% | Add +52.8% | 14,112 | $580K |
| Glassman Wealth Services | 0.08% | Add +9.0% | 13,884 | $570K |
| McGrath & Associates, Inc. | 0.83% | Add +0.7% | 13,754 | $565K |
| Stratos Investment Management, LLC | 0.02% | Reduce -40.4% | 13,115 | $539K |
| Define Financial, LLC | 0.29% | Add +0.2% | 12,831 | $527K |
| HTG Investment Advisors, Inc. | 0.15% | Add +28.1% | 12,572 | $517K |
| Three Arch Wealth Management LLC | 0.09% | Add +49.8% | 12,024 | $494K |
| Heck Capital Advisors, LLC | 0.04% | Reduce -2.4% | 11,863 | $487K |
| Vestia Personal Wealth Advisors | 0.23% | New | 11,714 | $481K |
| Warburton Capital Management, LLC | 0.23% | Add +0.2% | 11,091 | $477K |
| Forvis Mazars Wealth Advisors, LLC | 0.01% | No change | 11,481 | $472K |
| Ascentis Independent Advisors | 0.04% | Add +30.5% | 11,452 | $471K |
| E-Wealth Partners, LLC | 0.37% | Add +0.2% | 11,010 | $452K |
| Kestra Advisory Services, LLC | 0.00% | No change | 10,973 | $451K |
| Exencial Wealth Advisors, LLC | 0.01% | Add +49.8% | 10,818 | $445K |
| Passive Capital Management, LLC. | 0.13% | No change | 10,800 | $444K |
| Colorado Capital Management, Inc. | 0.16% | Add +17.1% | 10,663 | $438K |
| Rockwood Wealth Management, LLC | 0.03% | Add +1.7% | 10,585 | $435K |
| True Wealth Design, LLC | 0.12% | Reduce -2.7% | 10,344 | $425K |
| Ballast Rock Private Wealth LLC | 0.23% | No change | 10,241 | $421K |
| Shore Point Advisors, LLC | 0.16% | Reduce -1.1% | 9,662 | $397K |
| Alpha Financial Advisors, LLC | 0.12% | Add +40.2% | 9,350 | $384K |
| Austin Wealth Management, LLC | 0.09% | Add +0.3% | 9,117 | $380K |
| Trailhead Planners LLC | 0.36% | No change | 9,194 | $378K |
| Avise Financial Cooperative, Inc. | 0.31% | Reduce -1.5% | 9,002 | $370K |
| Towneley Capital Management, Inc / DE | 0.08% | Reduce -0.6% | 8,870 | $364K |
| Wealthcare Advisory Partners LLC | 0.01% | Reduce -6.5% | 8,678 | $357K |
| Geometric Wealth Advisors | 0.04% | Reduce -39.5% | 8,609 | $354K |
| Keystone Financial Group, Inc. | 0.18% | Add +1.3% | 8,543 | $351K |
| Prime Capital Investment Advisors, LLC | 0.00% | Reduce -0.3% | 8,025 | $330K |
| Foundry Financial LLC | 0.14% | Add +2.7% | 7,968 | $327K |
| Coston, McIsaac & Partners | 0.07% | Add +0.1% | 7,958 | $327K |
| Morton Capital Management LLC | 0.05% | Add +2.6% | 7,923 | $326K |
| Acorn Creek Capital LLC | 0.12% | Add +34.0% | 7,904 | $325K |
| Susquehanna International Group, LLP | 0.00% | New | 7,902 | $325K |
| Private Advisory Group LLC | 0.02% | Add +55.3% | 7,877 | $324K |
| Freedom Investment Management, Inc. | 0.10% | Reduce -8.5% | 7,812 | $321K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -28.8% | 7,729 | $318K |
| Astra Wealth Partners LLC | 0.20% | Reduce -2.1% | 7,553 | $310K |
| McGlone Suttner Wealth Management, Inc. | 0.04% | No change | 7,313 | $300K |
| Avior Wealth Management, LLC | 0.01% | Add +8.1% | 7,302 | $300K |
| marrick wealth, LLC | 0.25% | Reduce -1.6% | 7,258 | $298K |
| Bluespring Wealth Management, LLC | 0.03% | Add +1.7% | 7,254 | $298K |
| Glass Jacobson Investment Advisors llc | 0.10% | Add +0.2% | 7,251 | $298K |
| Laurel Wealth Planning LLC | 0.16% | No change | 7,247 | $298K |
| Boyce & Associates Wealth Consulting, Inc. | 0.23% | No change | 7,230 | $297K |
| Grand Wealth Management, LLC | 0.14% | Add +0.0% | 7,148 | $294K |
| Quadcap Wealth Management, LLC | 0.03% | No change | 7,148 | $294K |
| MBE Wealth Management, LLC | 0.12% | No change | 7,022 | $289K |
| Austin Asset Management Co Inc | 0.05% | No change | 6,785 | $279K |
| Belpointe Asset Management LLC | 0.01% | New | 6,739 | $277K |
| FMB Wealth Management | 0.11% | Add +29.6% | 6,710 | $276K |
| Verus Wealth Management, LLC | 0.25% | No change | 6,600 | $271K |
| Robinson Smith Wealth Advisors LLC | 0.18% | Add +4.6% | 6,582 | $270K |
| Vickerman Investment Advisors, Inc. | 0.06% | Reduce -20.1% | 6,454 | $265K |
| Concord Wealth Partners | 0.03% | New | 6,331 | $260K |
| Sutton Place Investors LLC | 0.14% | Add +0.7% | 6,291 | $258K |
| BWM Planning, LLC | 0.06% | Add +8.6% | 5,939 | $244K |
| Gemmer Asset Management LLC | 0.02% | Add +0.2% | 5,908 | $243K |
| Physician Wealth Solutions Inc. | 0.10% | No change | 5,800 | $238K |
| Trademark Financial Management, LLC | 0.11% | No change | 5,603 | $230K |
| Kilner Capital Advisors, LLC | 0.22% | No change | 5,576 | $229K |
| Integrity Wealth Solutions LLC | 0.09% | Add +1.1% | 5,567 | $229K |
| Sanchez Levi Garrett | 0.14% | — | 5,555 | $228K |
| Washington Trust Advisors, Inc. | 0.02% | Add +0.2% | 5,505 | $226K |
| PW Advisors, LLC \ FL | 0.17% | Reduce -5.3% | 5,472 | $225K |
| Curio Wealth, LLC | 0.08% | No change | 5,380 | $221K |
| Morgan Stanley | 0.00% | Add +166.3% | 5,102 | $210K |
| Clarity Asset Management, Inc. | 0.10% | New | 5,049 | $207K |
| Red Tortoise LLC | 0.08% | No change | 4,765 | $196K |
| JFS Wealth Advisors, LLC | 0.01% | Reduce -4.2% | 4,517 | $186K |
| Bank of Montreal | 0.00% | No change | 4,252 | $175K |
| American Capital Advisory, LLC | 0.06% | New | 3,656 | $150K |
| LRI Investments, LLC | 0.01% | No change | 3,514 | $144K |
| Bellevue Asset Management, LLC | 0.07% | Add +0.2% | 3,315 | $136K |
| Timmons Wealth Management, LLC | 0.12% | Add +1.6% | 3,049 | $125K |
| Allworth Financial LP | 0.00% | Add +3.3% | 3,016 | $124K |
| Burk Holdings LLC | 0.04% | New | 2,424 | $100K |
| IFP Advisors, Inc | 0.00% | Reduce -21.8% | 2,305 | $95K |
| Raffa Wealth Management, LLC | 0.01% | Add +0.2% | 2,182 | $90K |
| Medallion Wealth Advisors, LLC | 0.02% | No change | 1,761 | $72K |
| Cardiff Park Advisors, LLC | 0.01% | Add +0.3% | 1,628 | $67K |
| C M Bidwell & Associates Ltd. | 0.03% | No change | 1,500 | $62K |
| Pinney & Scofield, Inc. | 0.03% | Reduce -18.4% | 1,297 | $53K |
| Rialto Wealth Management, LLC | 0.01% | No change | 1,082 | $44K |
| Larson Financial Group LLC | 0.00% | No change | 1,003 | $41K |
| Nalls Sherbakoff Group, LLC | 0.03% | No change | 925 | $38K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -5.2% | 868 | $36K |
| Dunhill Financial, LLC | 0.01% | Add +251.2% | 755 | $31K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 388 | $16K |
| Anfield Capital Management, LLC | 0.00% | No change | 350 | $14K |
| Elevate Wealth Advisory, Inc. | 0.01% | No change | 337 | $14K |
| AlphaCore Capital LLC | 0.00% | No change | 298 | $12K |
| Smartleaf Asset Management LLC | 0.00% | No change | 300 | $12K |
| Pillar Financial Advisors, LLC | 0.00% | New | 204 | $8K |
| Rockefeller Capital Management L.P. | 0.00% | No change | 185 | $8K |
| MAI Capital Management | 0.00% | No change | 138 | $6K |
| Quent Capital, LLC | 0.00% | Reduce -37.5% | 5 | $205 |
"% 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.