Who owns Dimensional - US Sustainability Core 1 ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of DFSU from SEC Form 13F filings across 279 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 279 institutions disclosed 36.6M shares of Dimensional - US Sustainability Core 1 ETF worth $1.71B — about 78% of shares outstanding; the largest disclosed holder is Retirement Solution LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
279
13F holders
$1.71B
value, 2026 filers
78%
of shares outstanding (36.6M sh)
38
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of DFSU's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | Retirement Solution LLC | 5.5M | $255.5M | 49.9% | 11.7% | +0.2% |
| 2 | AWM CAPITAL, LLC | 3.5M | $163.8M | 13.1% | 7.5% | +7.0% |
| 3 | Quantum Financial Advisors, LLC | 2.4M | $111.0M | 11.0% | 5.1% | -0.9% |
| 4 | Focus Partners Wealth | 2.2M | $100.7M | 0.1% | 4.6% | +11.8% |
| 5 | MASECO LLP | 2.1M | $96.5M | 2.7% | 4.4% | +2.2% |
| 6 | Citrine Capital LLC | 1.6M | $73.2M | 27.1% | 3.3% | +13.8% |
| 7 | Pathstone Holdings, LLC | 1.5M | $70.3M | 0.2% | 3.2% | +22.4% |
| 8 | Abacus Wealth Partners, LLC | 1.3M | $60.6M | 6.4% | 2.8% | +1.5% |
| 9 | EP Wealth Advisors, LLC | 734,838 | $34.3M | 0.1% | 1.6% | +4.4% |
| 10 | Savant Capital, LLC | 549,074 | $25.6M | 0.1% | 1.2% | +20.1% |
| 11 | Five Oceans Advisors | 489,837 | $22.8M | 7.3% | 1% | +4.8% |
| 12 | Forum Financial Management, LP | 471,383 | $22.0M | 0.3% | 1% | +4.8% |
| 13 | MERCER GLOBAL ADVISORS INC /ADV | 460,197 | $21.5M | 0.0% | 1% | +20.1% |
| 14 | Pure Financial Advisors, LLC | 419,670 | $19.6M | 0.2% | 0.9% | +2.6% |
| 15 | Focus Partners Advisor Solutions, LLC | 416,292 | $19.4M | 0.2% | 0.9% | +2.9% |
| 16 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 415,678 | $19.7M | 0.0% | 0.9% | -3.3% |
| 17 | Apella Capital, LLC | 409,314 | $19.3M | 0.3% | 0.9% | +3.5% |
| 18 | Gibson Capital, LLC | 375,765 | $17.5M | 2.9% | 0.8% | 0.0% |
| 19 | Beacon Pointe Advisors, LLC | 341,750 | $15.9M | 0.1% | 0.7% | +1.4% |
| 20 | Simplicity Wealth,LLC | 319,712 | $14.9M | 0.5% | 0.7% | +7.6% |
| 21 | Triune Financial Partners, LLC | 281,794 | $13.1M | 2.7% | 0.6% | 0.0% |
| 22 | TCI Wealth Advisors, Inc. | 275,091 | $12.8M | 0.6% | 0.6% | +1.5% |
| 23 | Wealth Architects, LLC | 267,678 | $12.5M | 1.0% | 0.6% | +0.2% |
| 24 | OneDigital Investment Advisors LLC | 267,228 | $12.5M | 0.1% | 0.6% | +16.7% |
| 25 | QUARRY HILL ADVISORS, LLC | 257,533 | $12.0M | 4.6% | 0.5% | +5.6% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.