Dimensional US Sus CORE1 ETFDFSUETF
13F holders, Q2 2026 (June 30)278holders +17
28new positions
8sold out
2famous investors
$46.69avg. 13F price*
At the end of Q2 2026, 278 institutions reported holding Dimensional US Sus CORE1 ETF (DFSU) in their 13F filings, up 17 from Q1 2026. 28 opened new positions and 8 sold out. The largest holders were Retirement Solution LLC ($255.5M), Awm Capital, LLC ($163.8M) and Quantum Financial Advisors, LLC ($111.0M). 2 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Dimensional US Sus CORE1 ETF
- CUSIP
- 25434V716
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 28 | $20.0M |
| Exits | 8 | $6.5M |
All 13F filers, Q1 2026 → Q2 2026: 2,551,633 shares bought and 582,260 shares sold, net +1,969,373 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 278 holders
| Retirement Solution LLC | 49.95% | Add +0.2% | 5,478,280 | $255.5M |
| Awm Capital, LLC | 13.11% | Add +7.0% | 3,511,890 | $163.8M |
| Quantum Financial Advisors, LLC | 10.98% | Reduce -0.9% | 2,379,557 | $111.0M |
| Focus Partners Wealth | 0.10% | Add +11.8% | 2,160,532 | $100.7M |
| Maseco LLP | 2.71% | Add +2.2% | 2,068,712 | $96.5M |
| Citrine Capital LLC | 27.08% | Add +13.8% | 1,569,106 | $73.2M |
| Pathstone Holdings, LLC | 0.20% | Add +22.4% | 1,508,057 | $70.3M |
| Abacus Wealth Partners, LLC | 6.37% | Add +1.5% | 1,300,763 | $60.6M |
| EP Wealth Advisors, LLC | 0.13% | Add +4.4% | 734,838 | $34.3M |
| Savant Capital, LLC | 0.08% | Add +20.1% | 549,074 | $25.6M |
| Five Oceans Advisors | 7.34% | Add +4.8% | 489,837 | $22.8M |
| Forum Financial Management, LP | 0.28% | Add +4.8% | 471,383 | $22.0M |
| Mercer Global Advisors Inc. | 0.03% | Add +20.1% | 460,197 | $21.5M |
| Wealth Enhancement Advisory Services, LLC | 0.03% | Reduce -3.3% | 415,678 | $19.7M |
| Pure Financial Advisors, LLC | 0.25% | Add +2.5% | 419,670 | $19.6M |
| Focus Partners Advisor Solutions, LLC | 0.16% | Add +2.9% | 416,292 | $19.4M |
| Apella Capital, LLC | 0.27% | Add +3.5% | 409,314 | $19.3M |
| Gibson Capital, LLC | 2.87% | No change | 375,765 | $17.5M |
| Beacon Pointe Advisors, LLC | 0.07% | Add +1.4% | 341,750 | $15.9M |
| Simplicity Wealth,LLC | 0.50% | Add +7.6% | 319,712 | $14.9M |
| Triune Financial Partners, LLC | 2.74% | Add +0.0% | 281,794 | $13.1M |
| TCI Wealth Advisors, Inc. | 0.56% | Add +1.5% | 275,091 | $12.8M |
| Wealth Architects, LLC | 0.99% | Add +0.2% | 267,678 | $12.5M |
| OneDigital Investment Advisors LLC | 0.11% | Add +16.7% | 267,228 | $12.5M |
| Quarry Hill Advisors, LLC | 4.61% | Add +5.6% | 257,533 | $12.0M |
| New Capital Management LP | 2.63% | Add +0.2% | 247,912 | $11.6M |
| Betterment LLC | 0.02% | Reduce -6.0% | 246,132 | $11.5M |
| Elser Financial Planning, Inc | 0.49% | Add +7.5% | 242,897 | $11.3M |
| Brighton Jones LLC | 0.20% | Add +14.0% | 233,340 | $10.9M |
| Nwam LLC | 0.49% | Add +0.8% | 210,940 | $9.8M |
| Corient Private Wealth LP | 0.01% | Reduce -3.2% | 206,975 | $9.7M |
| SJS Investment Consulting Inc. | 0.99% | Reduce -7.4% | 194,776 | $9.1M |
| Momentous Wealth Management, Inc. | 4.64% | Add +0.1% | 194,319 | $9.1M |
| Planning Center, Inc. | 0.82% | Add +1.1% | 186,762 | $8.7M |
| LPL Financial LLC | 0.00% | Add +10.3% | 185,046 | $8.6M |
| Cardinal Point Capital Management ULC | 0.48% | Reduce -0.1% | 182,564 | $8.5M |
| Wealthspire Advisors, LLC | 0.04% | Add +886.5% | 173,982 | $8.1M |
| Equita Financial Network, Inc. | 2.07% | Add +34.1% | 159,672 | $7.4M |
| Composition Wealth, LLC | 0.09% | Add +19.9% | 158,946 | $7.4M |
| Clarity Wealth Development LLC | 4.04% | New | 156,216 | $7.3M |
| Sequoia Financial Advisors, LLC | 0.04% | Reduce -0.8% | 150,199 | $7.0M |
| Elevation Wealth Partners, LLC | 2.00% | Reduce -0.5% | 143,443 | $6.7M |
| Allodium Investment Consultants, LLC | 2.82% | Reduce -2.3% | 142,553 | $6.6M |
| RAM Investment Partners, LLC | 1.02% | Add +6.2% | 136,596 | $6.4M |
| Donalies Financial Planning, LLC | 4.57% | Reduce -1.6% | 132,972 | $6.2M |
| Vise Technologies, Inc. | 0.07% | Add +131.6% | 131,054 | $6.1M |
| Root Financial Partners, LLC | 0.23% | Add +13.7% | 129,700 | $6.0M |
| Brown Advisory Inc. | 0.01% | Add +5.7% | 129,060 | $6.0M |
| Wealth Management Strategies, Inc. | 2.26% | Reduce -0.1% | 124,022 | $5.8M |
| Foster Group, Inc. | 0.14% | Reduce -1.9% | 115,631 | $5.4M |
| Rockbridge Investment Management, LCC | 0.43% | Reduce -10.7% | 114,373 | $5.3M |
| Aspen Capital Management, LLC | 1.15% | Reduce -2.4% | 111,535 | $5.2M |
| MB Generational Wealth, LLC | 2.48% | Add +3.5% | 108,607 | $5.1M |
| Commonwealth Equity Services, LLC | 0.01% | Add +2.5% | 101,251 | $4.7M |
| Raymond James Financial Inc. | 0.00% | Add +13.0% | 96,525 | $4.5M |
| Northland Capital Management LLC | 2.34% | Reduce -5.2% | 93,107 | $4.3M |
| Wheels Up Wealth, Inc. | 3.51% | Add +6.0% | 88,743 | $4.1M |
| Perigon Wealth Management, LLC | 0.07% | Add +2.1% | 88,644 | $4.1M |
| Syverson Strege & Co | 0.89% | Reduce -0.1% | 87,793 | $4.1M |
| Chicago Partners Investment Group LLC | 0.08% | Add +1.7% | 84,635 | $3.9M |
| Mission Wealth Management, LP | 0.05% | Add +214.6% | 79,869 | $3.7M |
| Beacon Hill Wealth Management LTD. | 2.54% | — | 78,481 | $3.7M |
| Asset Dedication, LLC | 0.22% | Add +16.0% | 75,372 | $3.5M |
| Truepoint, Inc. | 0.07% | Reduce -18.6% | 75,152 | $3.5M |
| Longview Financial Advisors LLC | 1.64% | Reduce -0.3% | 71,062 | $3.3M |
| Burton Enright Welch | 0.37% | Reduce -4.0% | 67,495 | $3.1M |
| Level Financial Advisors | 0.70% | Reduce -1.2% | 67,307 | $3.1M |
| Premier Financial Group | 0.63% | Reduce -0.3% | 66,921 | $3.1M |
| Osaic Holdings, Inc. | 0.00% | Add +209.8% | 66,613 | $3.1M |
| MLG Wealth Management DBA Pine Grove Financial Group | 0.30% | Add +0.2% | 63,853 | $3.0M |
| Babb Wealth Advisors LLC | 1.42% | Reduce -0.8% | 63,176 | $2.9M |
| Foundation Wealth Management, LLC\PA | 0.85% | Add +0.0% | 60,566 | $2.8M |
| Addison Advisors LLC | 1.30% | Reduce -39.5% | 59,027 | $2.8M |
| Sensenig Capital Advisors, Inc | 2.51% | Reduce -1.6% | 58,854 | $2.7M |
| BetterWealth, LLC | 0.48% | Add +4.5% | 57,685 | $2.7M |
| SeedSafe Financial LLC | 1.92% | Add +1.4% | 57,183 | $2.7M |
| Flagstone Financial Management | 0.58% | Add +3.2% | 55,686 | $2.6M |
| DiNuzzo Private Wealth, Inc. | 0.26% | Add +0.2% | 55,471 | $2.6M |
| United Wealth Management, LLC | 0.56% | Add +3.0% | 53,273 | $2.5M |
| von Borstel & Associates, Inc. | 0.51% | Add +58.8% | 53,075 | $2.5M |
| Compass Capital Corp. /Ma/ | 0.80% | Add +1.2% | 50,697 | $2.5M |
| Modera Wealth Management, LLC | 0.03% | Add +38.5% | 51,542 | $2.4M |
| RW Investment Management LLC | 0.21% | Add +1.8% | 51,315 | $2.4M |
| Petersen Hastings Wealth Advisors Inc. | 0.19% | Reduce -0.0% | 49,386 | $2.3M |
| Joel Adams & Associates, Inc. | 1.46% | Add +2.8% | 48,915 | $2.3M |
| Royal Bank of Canada | 0.00% | Add +97.3% | 48,082 | $2.2M |
| Private Advisor Group, LLC | 0.01% | Reduce -11.1% | 47,690 | $2.2M |
| Broadhurst Jeffrey B | 4.69% | Reduce -71.9% | 47,237 | $2.2M |
| Vista Capital Partners, Inc. | 0.19% | Reduce -4.9% | 46,616 | $2.2M |
| Strategic Investment Solutions, Inc. | 0.49% | Reduce -0.7% | 45,900 | $2.1M |
| JPMorgan Chase & Co. | 0.00% | Add +90.4% | 46,143 | $2.1M |
| XY Planning Network, Inc. | 0.26% | Reduce -4.5% | 45,088 | $2.1M |
| Cerity Partners LLC | 0.00% | New | 45,034 | $2.1M |
| Cahill Financial Advisors Inc. | 0.20% | Add +30.9% | 44,907 | $2.1M |
| Wealth Advisors Northwest LLC | 0.70% | Add +8.9% | 44,189 | $2.1M |
| Creative Capital Management Investments LLC | 0.46% | Add +0.5% | 42,787 | $2.0M |
| D.A. Davidson & Co. | 0.01% | Reduce -9.0% | 42,438 | $2.0M |
| Farther Finance Advisors, LLC | 0.02% | Reduce -9.2% | 41,771 | $1.9M |
| Cordant, Inc. | 0.70% | Add +27.9% | 41,544 | $1.9M |
| Hill Island Financial LLC | 0.41% | Add +29.9% | 41,414 | $1.9M |
| Morling Financial Advisors, LLC | 0.53% | Add +2.7% | 40,489 | $1.9M |
| Private Wealth Management Group, LLC | 0.44% | New | 40,482 | $1.9M |
| NewEdge Advisors, LLC | 0.01% | Reduce -13.0% | 40,048 | $1.9M |
| Trellis Wealth Advisors LLC | 0.62% | Reduce -0.1% | 38,980 | $1.8M |
| Wolfstich Capital, LLC | 1.38% | Reduce -0.7% | 38,058 | $1.8M |
| Cambridge Financial Group, LLC | 0.55% | Add +8.0% | 37,745 | $1.8M |
| Monument Group Wealth Advisors, LLC | 0.83% | Reduce -81.8% | 7,103 | $1.7M |
| Sellwood Investment Partners LLC | 0.60% | Reduce -11.2% | 36,250 | $1.7M |
| Greenspring Advisors, LLC | 0.09% | Add +5.0% | 36,188 | $1.7M |
| Mason & Associates Inc | 0.27% | Add +7.7% | 36,097 | $1.7M |
| Morris Financial Concepts, Inc. | 0.50% | Add +4.8% | 35,144 | $1.6M |
| Mills Wealth Advisors LLC | 0.50% | Add +9.2% | 33,829 | $1.6M |
| Balanced Rock Investment Advisors LLC | 0.97% | Add +8.9% | 33,229 | $1.5M |
| Stifel Financial Corp. | 0.00% | Reduce -8.8% | 32,776 | $1.5M |
| Bridgewater Advisors Inc. | 0.08% | Add +2.0% | 30,161 | $1.4M |
| Physician Wealth Advisors, Inc. | 0.17% | Reduce -1.6% | 30,893 | $1.4M |
| EnRich Financial Partners LLC | 0.34% | Reduce -5.4% | 30,759 | $1.4M |
| Fiduciary Financial Group, LLC | 0.16% | Reduce -1.1% | 30,454 | $1.4M |
| Henrickson Nauta Wealth Advisors, Inc. | 0.34% | Add +0.1% | 30,004 | $1.4M |
| WPWealth LLP | 0.20% | Add +0.3% | 28,913 | $1.3M |
| Mars Jewett Financial Group, Inc. | 0.27% | New | 28,241 | $1.3M |
| Rehmann Capital Advisory Group | 0.06% | Add +3.3% | 28,020 | $1.3M |
| Financial Plan, Inc. | 0.12% | Add +14.7% | 27,901 | $1.3M |
| Old Peak Finance LLC | 0.61% | Add +21.5% | 27,046 | $1.3M |
| HighTower Advisors, LLC | 0.00% | Add +7.5% | 27,039 | $1.3M |
| Susquehanna International Group, LLP | 0.00% | Add +241.1% | 26,950 | $1.3M |
| Outbound Financial Inc | 0.81% | Reduce -1.4% | 26,821 | $1.3M |
| Altiora Financial Group, LLC | 0.19% | No change | 26,000 | $1.2M |
| Quantinno Capital Management LP | 0.00% | Reduce -3.1% | 25,489 | $1.2M |
| Meritas Wealth Management, LLC | 0.45% | Reduce -0.2% | 24,651 | $1.1M |
| Schwarz Dygos Wheeler Investment Advisors LLC | 0.22% | Add +0.6% | 24,514 | $1.1M |
| Eaton-Cambridge Inc. | 0.32% | Add +0.9% | 24,442 | $1.1M |
| Vermillion Wealth Management, Inc. | 0.27% | Add +0.2% | 24,284 | $1.1M |
| Shira Ridge Wealth Management | 0.38% | Reduce -14.8% | 23,554 | $1.1M |
| Opulen Financial Group LLC | 0.68% | Add +1.7% | 23,091 | $1.1M |
| TFO Wealth Partners, LLC | 0.11% | Add +0.2% | 21,996 | $1.0M |
| AdvisorNet Financial, Inc | 0.05% | Reduce -0.0% | 21,409 | $998K |
| Tanager Wealth Management LLP | 0.09% | Reduce -4.6% | 21,255 | $991K |
| 3 Factor Indexing, LLC | 0.83% | Reduce -22.1% | 21,112 | $984K |
| Mariner, LLC | 0.00% | Reduce -16.8% | 20,718 | $966K |
| Investment Advisory Group, LLC | 0.20% | No change | 20,053 | $935K |
| AA Financial Advisors, LLC | 0.11% | Reduce -1.4% | 19,778 | $922K |
| Three Arch Wealth Management LLC | 0.14% | Add +57.7% | 18,964 | $884K |
| Professional Financial Solutions LLC | 0.68% | Add +24.1% | 18,802 | $877K |
| Orion Capital Management LLC | 0.27% | Add +0.2% | 18,637 | $869K |
| Envision Financial Planning, LLC | 0.28% | Reduce -0.1% | 18,480 | $862K |
| Clearstead Advisors, LLC | 0.01% | Reduce -35.0% | 18,463 | $861K |
| Hicks Capital Management LLC | 0.70% | No change | 18,410 | $858K |
| Signature Resources Capital Management, LLC | 0.34% | Add +1.4% | 18,313 | $854K |
| Squire Investment Management Company, LLC | 0.21% | New | 18,265 | $852K |
| E-Wealth Partners, LLC | 0.61% | Add +65.7% | 18,239 | $850K |
| Ledgewood Wealth Advisors, LLC | 0.45% | Add +0.1% | 18,148 | $846K |
| Bridge Generations Wealth Management LLC | 0.43% | No change | 17,946 | $837K |
| GTS Securities LLC | 0.02% | Reduce -29.4% | 17,740 | $827K |
| Tillman Hartley LLC | 0.18% | New | 17,174 | $801K |
| Tortoise Investment Management, LLC | 0.06% | Reduce -1.3% | 17,000 | $793K |
| MML Investors Services, LLC | 0.00% | Reduce -46.5% | 16,980 | $792K |
| Ruedi Wealth Management, Inc. | 0.18% | Reduce -3.7% | 16,816 | $784K |
| Laird Norton Wetherby Trust Company, LLC | 0.01% | New | 16,150 | $753K |
| Montis Financial, LLC | 0.15% | No change | 15,786 | $736K |
| Freedom Financial Partners LLC | 0.24% | Reduce -13.4% | 15,585 | $727K |
| Glassman Wealth Services | 0.09% | Add +10.1% | 15,281 | $713K |
| HTG Investment Advisors, Inc. | 0.18% | Add +21.2% | 15,240 | $711K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +95.8% | 15,133 | $706K |
| Pine Harbor Wealth Management, LLC | 0.19% | No change | 14,995 | $699K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -1.3% | 14,623 | $682K |
| Hutchinson Capital Management | 0.12% | No change | 14,570 | $679K |
| HB Wealth Management, LLC | 0.00% | New | 14,521 | $677K |
| NewEdge Wealth, LLC | 0.01% | No change | 14,505 | $676K |
| Family Wealth Partners, LLC | 0.21% | Add +1.8% | 14,370 | $670K |
| Fiduciary Financial Advisors | 0.07% | Reduce -7.5% | 14,297 | $667K |
| McGrath & Associates, Inc. | 0.84% | Add +0.2% | 13,785 | $643K |
| Rockefeller Capital Management L.P. | 0.00% | Add +6937.8% | 13,020 | $607K |
| Vestia Personal Wealth Advisors | 0.23% | Add +10.0% | 12,885 | $601K |
| Define Financial, LLC | 0.28% | Add +0.2% | 12,858 | $600K |
| Stratos Investment Management, LLC | 0.02% | Reduce -2.2% | 12,823 | $598K |
| Rockwood Wealth Management, LLC | 0.04% | Add +18.4% | 12,534 | $584K |
| Forvis Mazars Wealth Advisors, LLC | 0.01% | No change | 11,481 | $535K |
| Bluespring Wealth Management, LLC | 0.01% | Add +57.0% | 11,386 | $531K |
| Grand Wealth Management, LLC | 0.22% | Add +56.3% | 11,173 | $521K |
| Warburton Capital Management, LLC | 0.21% | Add +0.2% | 11,117 | $518K |
| Kestra Advisory Services, LLC | 0.00% | No change | 10,973 | $512K |
| Heck Capital Advisors, LLC | 0.03% | Reduce -11.2% | 10,537 | $491K |
| Ballast Rock Private Wealth LLC | 0.22% | No change | 10,241 | $478K |
| True Wealth Design, LLC | 0.11% | Reduce -1.6% | 10,175 | $474K |
| Passive Capital Management, LLC. | 0.15% | No change | 10,800 | $469K |
| Colorado Capital Management, Inc. | 0.16% | Reduce -6.9% | 9,928 | $463K |
| Silver Oak Advisory Group, Inc. | 0.18% | Reduce -40.2% | 9,642 | $449K |
| Shore Point Advisors, LLC | 0.15% | Reduce -1.6% | 9,509 | $443K |
| Austin Wealth Management, LLC | 0.09% | Add +2.1% | 9,310 | $438K |
| Garrison Point Advisors, LLC | 0.18% | New | 9,364 | $437K |
| Trailhead Planners LLC | 0.42% | Add +1.0% | 9,285 | $433K |
| Towneley Capital Management, Inc / DE | 0.08% | Reduce -0.3% | 8,846 | $412K |
| Geometric Wealth Advisors | 0.04% | Add +2.1% | 8,792 | $410K |
| Wealthcare Advisory Partners LLC | 0.01% | Add +0.2% | 8,697 | $406K |
| Keystone Financial Group, Inc. | 0.21% | Add +0.2% | 8,563 | $399K |
| Acorn Creek Capital LLC | 0.13% | Add +5.2% | 8,314 | $388K |
| Prime Capital Investment Advisors, LLC | 0.00% | Reduce -0.1% | 8,015 | $374K |
| Foundry Financial LLC | 0.13% | No change | 7,968 | $372K |
| Coston, McIsaac & Partners | 0.07% | Add +0.1% | 7,965 | $371K |
| Compound Planning, Inc. | 0.01% | New | 7,926 | $370K |
| Morton Capital Management LLC | 0.05% | Add +0.0% | 7,925 | $370K |
| Private Advisory Group LLC | 0.02% | No change | 7,877 | $367K |
| Freedom Investment Management, Inc. | 0.10% | Add +0.2% | 7,826 | $365K |
| Robinson Smith Wealth Advisors LLC | 0.21% | Add +15.9% | 7,628 | $356K |
| Astra Wealth Partners LLC | 0.20% | No change | 7,553 | $352K |
| McGlone Suttner Wealth Management, Inc. | 0.04% | No change | 7,313 | $341K |
| Glass Jacobson Investment Advisors llc | 0.11% | Add +0.8% | 7,311 | $341K |
| Avior Wealth Management, LLC | 0.01% | Reduce -0.1% | 7,291 | $340K |
| marrick wealth, LLC | 0.24% | Reduce -0.0% | 7,255 | $338K |
| Laurel Wealth Planning LLC | 0.15% | No change | 7,247 | $338K |
| Boyce & Associates Wealth Consulting, Inc. | 0.23% | No change | 7,230 | $337K |
| Quadcap Wealth Management, LLC | 0.03% | No change | 7,148 | $333K |
| MBE Wealth Management, LLC | 0.12% | Add +0.6% | 7,063 | $329K |
| Cetera Investment Advisers | 0.00% | New | 6,906 | $322K |
| Austin Asset Management Co Inc | 0.05% | No change | 6,785 | $316K |
| Belpointe Asset Management LLC | 0.01% | Add +0.3% | 6,756 | $315K |
| FMB Wealth Management | 0.12% | No change | 6,710 | $313K |
| Verus Wealth Management, LLC | 0.25% | No change | 6,600 | $308K |
| Vickerman Investment Advisors, Inc. | 0.06% | No change | 6,454 | $301K |
| Concord Wealth Partners | 0.03% | Add +0.2% | 6,346 | $296K |
| Sutton Place Investors LLC | 0.14% | Reduce -1.4% | 6,202 | $289K |
| PW Advisors, LLC \ FL | 0.19% | Add +9.9% | 6,013 | $280K |
| BWM Planning, LLC | 0.06% | Add +0.9% | 5,992 | $279K |
| Sanchez Levi Garrett | 0.15% | Add +6.9% | 5,940 | $277K |
| Physician Wealth Solutions Inc. | 0.10% | No change | 5,800 | $270K |
| Integrity Wealth Solutions LLC | 0.10% | Add +1.8% | 5,666 | $264K |
| Kilner Capital Advisors, LLC | 0.23% | No change | 5,576 | $263K |
| Trademark Financial Management, LLC | 0.11% | No change | 5,603 | $261K |
| Washington Trust Advisors, Inc. | 0.02% | Add +0.2% | 5,518 | $257K |
| Curio Wealth, LLC | 0.08% | Add +0.2% | 5,392 | $251K |
| AQR Capital Management | 0.00% | New | 5,221 | $243K |
| BIP Wealth, LLC | 0.01% | New | 5,015 | $234K |
| Clarity Asset Management, Inc. | 0.11% | Reduce -2.7% | 4,914 | $229K |
| Citadel Advisors | 0.00% | New | 4,882 | $228K |
| Sterling Wealth Management, Inc. | 0.06% | New | 4,870 | $227K |
| Gemmer Asset Management LLC | 0.01% | Reduce -18.8% | 4,799 | $224K |
| SageOak Financial, LLC | 0.15% | New | 4,792 | $223K |
| Bedel Financial Consulting, Inc. | 0.02% | New | 4,769 | $222K |
| Dixon Fnancial Services, Inc. | 0.09% | New | 4,743 | $221K |
| Kane Co Wealth Management, Inc. | 0.17% | New | 4,700 | $219K |
| Oak Wealth Advisors LLC | 0.10% | New | 4,560 | $213K |
| JFS Wealth Advisors, LLC | 0.01% | Reduce -0.4% | 4,499 | $210K |
| One Degree Advisors Inc | 0.05% | New | 4,423 | $207K |
| Penobscot Wealth Management | 0.05% | New | 4,375 | $204K |
| Mission Financial Group, LLC | 0.17% | — | 4,368 | $204K |
| High Probability Advisors, LLC | 0.02% | New | 4,325 | $202K |
| Bank of Montreal | 0.00% | Reduce -2.0% | 4,167 | $194K |
| American Capital Advisory, LLC | 0.06% | No change | 3,656 | $170K |
| LRI Investments, LLC | 0.01% | No change | 3,514 | $164K |
| LifeSteps Financial, Inc. | 0.07% | New | 3,414 | $159K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | New | 3,353 | $156K |
| Bellevue Asset Management, LLC | 0.07% | Add +0.2% | 3,322 | $155K |
| Clean Yield Group | 0.04% | New | 3,028 | $141K |
| Allworth Financial LP | 0.00% | Add +0.2% | 3,023 | $141K |
| Morgan Stanley | 0.00% | Reduce -43.1% | 2,901 | $135K |
| Raffa Wealth Management, LLC | 0.02% | Add +29.3% | 2,821 | $132K |
| Burk Holdings LLC | 0.04% | Add +5.9% | 2,568 | $120K |
| IFP Advisors, Inc | 0.00% | Add +0.0% | 2,306 | $108K |
| Cardiff Park Advisors, LLC | 0.01% | Add +31.0% | 2,132 | $99K |
| Timmons Wealth Management, LLC | 0.07% | Reduce -31.4% | 2,093 | $98K |
| Global Retirement Partners, LLC | 0.00% | — | 1,868 | $87K |
| Medallion Wealth Advisors, LLC | 0.03% | No change | 1,761 | $82K |
| Dunhill Financial, LLC | 0.02% | Add +128.6% | 1,726 | $81K |
| C M Bidwell & Associates Ltd. | 0.03% | No change | 1,500 | $70K |
| Pinney & Scofield, Inc. | 0.03% | Add +0.1% | 1,299 | $61K |
| Rialto Wealth Management, LLC | 0.01% | No change | 1,082 | $50K |
| Larson Financial Group LLC | 0.00% | Reduce -0.4% | 999 | $47K |
| Nalls Sherbakoff Group, LLC | 0.03% | No change | 925 | $43K |
| Seneschal Advisors, LLC | 0.02% | New | 740 | $35K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -27.2% | 632 | $29K |
| UBS Group AG | 0.00% | New | 538 | $25K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 388 | $18K |
| Elevate Wealth Advisory, Inc. | 0.01% | No change | 337 | $16K |
| Smartleaf Asset Management LLC | 0.00% | No change | 300 | $14K |
| AlphaCore Capital LLC | 0.00% | No change | 298 | $14K |
| Pillar Financial Advisors, LLC | 0.01% | No change | 204 | $10K |
| Quent Capital, LLC | 0.00% | No change | 5 | $233 |
"% 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.