DIMENSIONAL US SUS CORE1 ETF DFSU
$46.93
+0.1% 52w: $37.41 – $46.93
Latest 13F among current holders filed 24 days ago (Jun 11, 2026)
Price — last 12 months
research preview data37.4142.1746.93
Jun 20, 2025 Jul 2, 2026
Institutional holders
256
+1 QoQ
13F value
$1.41B
-0.8% QoQ
Smart-money holders
1
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns DFSU?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| Retirement Solution LLC | Wealth advisor | 5.5M | $224.6M | 53.1% | +0.8% |
| AWM CAPITAL, LLC | Wealth advisor | 3.3M | $134.8M | 12.2% | +7.8% |
| Quantum Financial Advisors, LLC | Wealth advisor | 2.4M | $98.7M | 11.1% | 0.0% |
| MASECO LLP | Wealth advisor | 2.0M | $83.3M | 2.6% | +3.6% |
| Focus Partners Wealth | Wealth advisor | 1.9M | $81.6M | 0.1% | +2.5% |
| Citrine Capital LLC | Wealth advisor | 1.4M | $56.7M | 24.6% | +6.9% |
| Abacus Wealth Partners, LLC | Wealth advisor | 1.3M | $52.7M | 4.8% | +3.1% |
| Pathstone Holdings, LLC | Diversified mechanical | 1.2M | $50.6M | 0.2% | +19.9% |
| EP Wealth Advisors, LLC | Wealth advisor | 704.1K | $28.9M | 0.1% | New |
| Five Oceans Advisors | Wealth advisor | 467.3K | $19.2M | 6.9% | +6.5% |
| Savant Capital, LLC | Wealth advisor | 457.1K | $18.8M | 0.1% | +532.1% |
| Forum Financial Management, LP | Wealth advisor | 449.6K | $18.5M | 0.3% | +2.3% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Wealth advisor | 429.9K | $17.8M | 0.0% | -11.0% |
| Apella Capital, LLC | Wealth advisor | 395.4K | $17.8M | 0.3% | +34.2% |
| Pure Financial Advisors, LLC | Wealth advisor | 409.2K | $16.8M | 0.2% | +1.2% |
| Focus Partners Advisor Solutions, LLC | Wealth advisor | 404.7K | $16.6M | 0.2% | +1.5% |
| MERCER GLOBAL ADVISORS INC /ADV | Wealth advisor | 383.2K | $15.7M | 0.0% | +32.2% |
| Gibson Capital, LLC | Wealth advisor | 375.8K | $15.4M | 2.9% | Held |
| Beacon Pointe Advisors, LLC | Wealth advisor | 337.0K | $13.8M | 0.1% | +17.0% |
| Simplicity Wealth,LLC | Wealth advisor | 297.2K | $12.2M | 0.7% | -6.7% |
| Triune Financial Partners, LLC | Wealth advisor | 281.7K | $11.6M | 2.8% | +3.3% |
| TCI Wealth Advisors, Inc. | Wealth advisor | 271.0K | $11.1M | 0.6% | +5.5% |
| Wealth Architects, LLC | Wealth advisor | 267.1K | $11.0M | 1.0% | -0.9% |
| QUARRY HILL ADVISORS, LLC | Wealth advisor | 243.9K | $11.0M | 4.5% | +7.9% |
| Betterment LLC | Wealth advisor | 261.7K | $10.8M | 0.0% | +3.4% |
| New Capital Management LP | Wealth advisor | 247.5K | $10.2M | 2.5% | -7.1% |
| OneDigital Investment Advisors LLC | Wealth advisor | 228.9K | $9.4M | 0.1% | +6.1% |
| Elser Financial Planning, Inc | Other | 226.0K | $9.3M | 0.5% | New |
| SJS Investment Consulting Inc. | Wealth advisor | 210.3K | $8.6M | 1.1% | -0.2% |
| NWAM LLC | Wealth advisor | 209.3K | $8.6M | 0.5% | +1.5% |
| Momentous Wealth Management, Inc. | Wealth advisor | 194.1K | $8.0M | 4.6% | +5.3% |
| Planning Center, Inc. | Wealth advisor | 184.7K | $7.6M | 0.8% | +1.1% |
| Cardinal Point Capital Management ULC | Wealth advisor | 182.8K | $7.5M | 0.5% | -3.9% |
| Corient Private Wealth LLC | Diversified mechanical | 213.8K | $7.3M | 0.0% | -36.7% |
| Broadhurst Jeffrey B | Wealth advisor | 168.3K | $6.9M | 7.1% | +9.8% |
| LPL Financial LLC | Bank broker | 167.7K | $6.9M | 0.0% | +14.3% |
| Sequoia Financial Advisors, LLC | Wealth advisor | 151.4K | $6.2M | 0.0% | 0.0% |
| Allodium Investment Consultants, LLC | Wealth advisor | 145.9K | $6.0M | 2.9% | +10.5% |
| ELEVATION WEALTH PARTNERS, LLC | Wealth advisor | 144.1K | $5.9M | 2.1% | +0.2% |
| Donalies Financial Planning, LLC | Wealth advisor | 135.1K | $5.6M | 4.7% | 0.0% |
| Composition Wealth, LLC | Wealth advisor | 132.5K | $5.4M | 0.1% | -7.2% |
| RAM Investment Partners, LLC | Wealth advisor | 128.6K | $5.3M | 0.9% | +6.2% |
| Rockbridge Investment Management, LCC | Wealth advisor | 128.0K | $5.3M | 0.5% | 0.0% |
| Wealth Management Strategies, Inc. | Wealth advisor | 124.1K | $5.1M | 2.3% | +0.2% |
| BROWN ADVISORY INC | Diversified mechanical | 122.1K | $5.0M | 0.0% | +221.1% |
| Equita Financial Network, Inc. | Wealth advisor | 119.1K | $4.9M | 1.5% | +19.5% |
| Foster Group, Inc. | Wealth advisor | 117.8K | $4.8M | 0.1% | +0.7% |
| Aspen Capital Management, LLC | Wealth advisor | 114.3K | $4.7M | 1.2% | -3.9% |
| Root Financial Partners, LLC | Wealth advisor | 114.1K | $4.7M | 0.2% | +102.9% |
| MB Generational Wealth, LLC | Wealth advisor | 105.0K | $4.3M | 2.4% | +5.8% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.