Who owns Dimensional - US Sustainability Core 1 ETF?
Institutional ownership of DFSU from SEC Form 13F filings across 107 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.
107
13F holders
$526.8M
value, 2026 filers
24.7%
of shares outstanding (11.6M sh)
15
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 | Focus Partners Wealth | 2.2M | $100.7M | 0.1% | 4.6% | +11.8% |
| 2 | Pathstone Holdings, LLC | 1.5M | $70.3M | 0.2% | 3.2% | +22.4% |
| 3 | EP Wealth Advisors, LLC | 734,838 | $34.3M | 0.1% | 1.6% | +4.4% |
| 4 | Savant Capital, LLC | 549,074 | $25.6M | 0.1% | 1.2% | +20.1% |
| 5 | MERCER GLOBAL ADVISORS INC /ADV | 436,367 | $20.3M | 0.0% | 0.9% | +13.9% |
| 6 | Focus Partners Advisor Solutions, LLC | 416,292 | $19.4M | 0.2% | 0.9% | +2.9% |
| 7 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 415,678 | $19.7M | 0.0% | 0.9% | -3.3% |
| 8 | Apella Capital, LLC | 409,314 | $19.3M | 0.3% | 0.9% | +3.5% |
| 9 | Simplicity Wealth,LLC | 319,712 | $14.9M | 0.5% | 0.7% | +7.6% |
| 10 | Wealth Architects, LLC | 267,678 | $12.5M | 1.0% | 0.6% | +0.2% |
| 11 | OneDigital Investment Advisors LLC | 267,228 | $12.5M | 0.1% | 0.6% | +16.7% |
| 12 | Betterment LLC | 246,132 | $11,477 | 0.0% | 0.5% | -6.0% |
| 13 | BRIGHTON JONES LLCNEW | 233,340 | $10.9M | 0.2% | 0.5% | new |
| 14 | NWAM LLC | 210,940 | $9.8M | 0.5% | 0.4% | +0.8% |
| 15 | Corient Private Wealth LP | 206,975 | $9.7M | 0.0% | 0.4% | -3.2% |
| 16 | SJS Investment Consulting Inc. | 194,776 | $9.1M | 1.0% | 0.4% | -7.4% |
| 17 | LPL Financial LLC | 185,046 | $8.6M | 0.0% | 0.4% | +10.3% |
| 18 | Wealthspire Advisors, LLC | 173,982 | $8.1M | 0.0% | 0.4% | +886.5% |
| 19 | Composition Wealth, LLC | 158,946 | $7.4M | 0.1% | 0.3% | +19.9% |
| 20 | Sequoia Financial Advisors, LLC | 150,199 | $7.0M | 0.0% | 0.3% | -0.8% |
| 21 | ELEVATION WEALTH PARTNERS, LLC | 143,443 | $6.7M | 2.0% | 0.3% | -0.5% |
| 22 | RAM Investment Partners, LLC | 136,596 | $6.4M | 1.0% | 0.3% | +6.2% |
| 23 | Vise Technologies, Inc. | 131,054 | $6.1M | 0.1% | 0.3% | +131.6% |
| 24 | Root Financial Partners, LLC | 129,700 | $6.0M | 0.2% | 0.3% | +13.7% |
| 25 | BROWN ADVISORY INC | 129,060 | $6.0M | 0.0% | 0.3% | +5.7% |
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.