Who Owns DIMENSIONAL US SUSTAINABILITY CORE 1 ETF (DFSU)? -- Institutional Holders (2026-06-30)
284 institutions reported holding $1.70B of DIMENSIONAL US SUSTAINABILITY CORE 1 ETF (DFSU) in SEC 13F filings for 2026-06-30. Largest institutional holders: Retirement Solution LLC ($255.5M), AWM CAPITAL, LLC ($163.8M), Quantum Financial Advisors, LLC ($111.0M), Focus Partners Wealth ($100.7M), MASECO LLP ($96.5M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | Retirement Solution LLC | $255.5M | 5.5M | Added |
| 2 | AWM CAPITAL, LLC | $163.8M | 3.5M | Added |
| 3 | Quantum Financial Advisors, LLC | $111.0M | 2.4M | Trimmed |
| 4 | Focus Partners Wealth | $100.7M | 2.2M | Added |
| 5 | MASECO LLP | $96.5M | 2.1M | Added |
| 6 | Citrine Capital LLC | $73.2M | 1.6M | Added |
| 7 | Pathstone Holdings, LLC | $70.3M | 1.5M | Added |
| 8 | Abacus Wealth Partners, LLC | $60.6M | 1.3M | Added |
| 9 | EP Wealth Advisors, LLC | $34.3M | 734,838 | Added |
| 10 | Savant Capital, LLC | $25.6M | 549,074 | Added |
| 11 | Five Oceans Advisors | $22.8M | 489,837 | Added |
| 12 | Forum Financial Management, LP | $22.0M | 471,383 | Added |
| 13 | MERCER GLOBAL ADVISORS INC /ADV | $21.5M | 460,197 | Added |
| 14 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $19.7M | 415,678 | Trimmed |
| 15 | Pure Financial Advisors, LLC | $19.6M | 419,670 | Added |
| 16 | Focus Partners Advisor Solutions, LLC | $19.4M | 416,292 | Added |
| 17 | Apella Capital, LLC | $19.3M | 409,314 | Added |
| 18 | Gibson Capital, LLC | $17.5M | 375,765 | Hold |
| 19 | Beacon Pointe Advisors, LLC | $15.9M | 341,750 | Added |
| 20 | Simplicity Wealth,LLC | $14.9M | 319,712 | Added |
| 21 | Triune Financial Partners, LLC | $13.1M | 281,794 | Added |
| 22 | TCI Wealth Advisors, Inc. | $12.8M | 275,091 | Added |
| 23 | Wealth Architects, LLC | $12.5M | 267,678 | Added |
| 24 | OneDigital Investment Advisors LLC | $12.5M | 267,228 | Added |
| 25 | QUARRY HILL ADVISORS, LLC | $12.0M | 257,533 | Added |
Source: SEC Form 13F filings · as of 2026-06-30