DFSU institutional holders

Dimensional US Sustainability Core 1 ETF · 292 reporting institutions · $1.8B reported value

Funds that can replace DFSU · DFSU return decomposition

Institutional holdings

Institutions reporting DFSU, largest first
InstitutionReported positionAdvisors at firmReport period
Retirement Solution LLC$255.5M182026-06-30
Awm Capital, LLC$163.8M292026-06-30
Quantum Financial Advisors, LLC$111M02026-06-30
Focus Partners Wealth$100.7M1,0482026-06-30
Maseco LLP$96.5M82026-06-30
Citrine Capital$73.2M52026-06-30
Pathstone Holdings, LLC$70.3M02026-06-30
Abacus Wealth Partners, LLC$60.6M502026-06-30
Ep Wealth Advisors, LLC$34.3M3382026-06-30
Longview Asset Management LLC$30.8M02025-12-31
Savant Wealth Management$25.6M4052026-06-30
Five Oceans Advisors$22.8M32026-06-30
Forum Financial Management, LP$22M1162026-06-30
Mercer Global Advisors Inc /adv$21.5M02026-06-30
Wealth Enhancement Advisory Services, LLC$19.7M1,0262026-06-30
Pure Financial Advisors, LLC$19.6M882026-06-30
Focus Partners Advisor Solutions, LLC$19.4M422026-06-30
Apella Capital, LLC$19.3M1042026-06-30
Gibson Capital, LLC$17.5M52026-06-30
Beacon Pointe Advisors, LLC$15.9M4662026-06-30
Heritage Financial Services, LLC$15.8M02025-12-31
Simplicity Wealth, LLC$14.9M02026-06-30
Willow Creek Wealth Management Inc.$13.9M102025-09-30
Triune Financial Partners, LLC$13.1M162026-06-30
Tci Wealth Advisors, Inc.$12.8M462026-06-30
Wealth Architects, LLC$12.5M152026-06-30
Onedigital Investment Advisors LLC$12.5M3862026-06-30
Quarry Hill Advisors, LLC$12M42026-06-30
New Capital Management LP$11.6M12026-06-30
Elser Financial Planning, Inc.$11.3M132026-06-30
Brighton Jones LLC$10.9M1592026-06-30
Nwam LLC$9.8M622026-06-30
Corient Private Wealth LP$9.7M6742026-06-30
Sjs Investment Services$9.1M192026-06-30
Momentous Wealth Management, Inc.$9.1M82026-06-30
Planning Center, Inc.$8.7M102026-06-30
Lpl Financial LLC$8.6M23,4582026-06-30
Cardinal Point Capital Management Ulc$8.5M82026-06-30
Wealthspire Advisors, LLC$8.1M2372026-06-30
Equita Financial Network, Inc.$7.4M162026-06-30
Composition Wealth, LLC$7.4M762026-06-30
Clarity Wealth Development, LLC$7.3M52026-06-30
Sequoia Financial Group, LLC$7M2582026-06-30
Elevation Wealth Partners, LLC$6.7M02026-06-30
Allodium Investment Consultants, LLC$6.6M52026-06-30
Ram Investment Partners, LLC$6.4M162026-06-30
Donalies Financial Planning, LLC$6.2M42026-06-30
Vise Technologies, Inc.$6.1M02026-06-30
Root Financial Partners, LLC$6M642026-06-30
Brown Advisory Inc$6M02026-06-30
Wealth Management Strategies, Inc.$5.8M02026-06-30
Foster Group, Inc.$5.4M582026-06-30
Rockbridge Investment Management, Lcc$5.3M02026-06-30
Aspen Capital Management, LLC$5.2M102026-06-30
Mb Generational Wealth, LLC$5.1M32026-06-30
Commonwealth Equity Services, LLC$4.7M2,8632026-06-30
Raymond James Financial Inc$4.5M02026-06-30
Northland Capital Management LLC$4.3M32026-06-30
Wheels Up Wealth, Inc.$4.1M32026-06-30
Perigon Wealth Management, LLC$4.1M922026-06-30
Syverson Strege$4.1M142026-06-30
Chicago Partners Investment Group LLC$3.9M572026-06-30
Mission Wealth Management, LP$3.7M1382026-06-30
Beacon Hill Wealth Management Ltd.$3.7M52026-06-30
Asset Dedication, LLC$3.5M112026-06-30
Truepoint, Inc.$3.5M402026-06-30
Longview Financial Advisors LLC$3.3M22026-06-30
Burton Enright Welch$3.1M122026-06-30
Level Financial Advisors$3.1M82026-06-30
Osaic Holdings, Inc.$3.1M02026-06-30
Babb Wealth Advisors LLC$2.9M32026-06-30
Foundation Wealth Management, LLC$2.8M42026-06-30
Premier Financial Group Inc$2.8M122026-03-31
Marble Trail Advisors$2.8M42026-06-30
Sensenig Capital Advisors, Inc.$2.7M32026-06-30
Mlg Wealth Management Dba Pine Grove Financial Group$2.7M02025-12-31
Betterwealth, LLC$2.7M52026-06-30
Seedsafe Financial LLC$2.7M42026-06-30
Flagstone Financial Management$2.6M102026-06-30
Dinuzzo Private Wealth, Inc.$2.6M82026-06-30
United Wealth Management, LLC$2.5M62026-06-30
Compass Capital Corp /ma/ /adv$2.5M02026-06-30
Modera Wealth Management, LLC$2.4M1352026-06-30
Rw Investment Management LLC$2.4M132026-06-30
Petersen Hastings Wealth Advisors Inc.$2.3M162026-06-30
Joel Adams and Associates Inc.$2.3M32026-06-30
Royal Bank of Canada$2.2M02026-06-30
Private Advisor Group, LLC$2.2M9272026-06-30
Broadhurst Jeffrey B$2.2M02026-06-30
Vista Capital Partners, Inc.$2.2M232026-06-30
Strategic Investment Solutions, Inc. /il$2.1M102026-06-30
Jpmorgan Chase & Co$2.1M02026-06-30
Xy Planning Network, Inc.$2.1M02026-06-30
Cerity Partners LLC$2.1M7772026-06-30
Cahill Financial Advisors, Inc.$2.1M122026-06-30
Wealth Advisors Northwest LLC$2.1M72026-06-30
Creative Capital Management Investments LLC$2M62026-06-30
D.A. Davidson & Co.$2M6892026-06-30
Farther Finance Advisors, LLC$1.9M3342026-06-30
Cordant, Inc.$1.9M02026-06-30
Hill Island Financial LLC$1.9M82026-06-30
Morling Financial Advisors, LLC$1.9M172026-06-30
Private Wealth Management Group, LLC$1.9M72026-06-30
Newedge Advisors$1.9M6012026-06-30
Trellis Wealth Advisors LLC$1.8M42026-06-30
Wolfstich Capital, LLC$1.8M12026-06-30
Cambridge Financial Group, LLC$1.8M52026-06-30
North Ridge Wealth Advisors, Inc.$1.7M02026-03-31
Monument Group Wealth Advisors, LLC$1.7M32026-06-30
Sellwood Investment Partners LLC$1.7M82026-06-30
Greenspring Advisors, LLC$1.7M442026-06-30
Mason & Associates Inc$1.7M82026-06-30
Morris Financial Concepts, Inc.$1.6M12026-06-30
Mills Wealth Advisors, LLC$1.6M72026-06-30
Balanced Rock Investment Advisors LLC$1.5M52026-06-30
Stifel Financial Corp$1.5M02026-06-30
Bridgewater Advisors Inc.$1.4M142026-06-30
Physician Wealth Advisors, Inc.$1.4M92026-06-30
Enrich Financial Partners LLC$1.4M42026-06-30
Fiduciary Financial Group, LLC$1.4M92026-06-30
Henrickson Nauta Wealth Advisors, Inc.$1.4M102026-06-30
Wpwealth LLP$1.3M152026-06-30
Mars Jewett Financial Group, Inc.$1.3M72026-06-30
Rehmann Capital Advisory Group$1.3M422026-06-30
Financial Plan, Inc.$1.3M132026-06-30
Old Peak Finance LLC$1.3M82026-06-30
Hightower Advisors, LLC$1.3M1,0462026-06-30
Susquehanna International Group, LLP$1.3M02026-06-30
Outbound Financial$1.3M12026-06-30
Altiora Financial Group, LLC$1.2M12026-06-30
Quantinno Capital Management LP$1.2M02026-06-30
Meritas Wealth Management, LLC$1.1M62026-06-30
Schwarz Dygos Wheeler Investment Advisors LLC$1.1M72026-06-30
Eaton-Cambridge Inc.$1.1M52026-06-30
Vermillion Wealth Management, Inc.$1.1M42026-06-30
Shira Ridge Wealth Management$1.1M42026-06-30
Opulen Financial Group LLC$1.1M02026-06-30
Tfo Wealth Partners, LLC$1M362026-06-30
Advisornet Wealth Partners$998.3K582026-06-30
Tanager Wealth Management LLP$991.1K132026-06-30
3 Factor Indexing, LLC$984.5K22026-06-30
Mariner, LLC$966.1K02026-06-30
Investment Advisory Group LLC$935K52026-06-30
Aa Financial Advisors, LLC$922.3K122026-06-30
Three Arch Wealth Management LLC$884.3K42026-06-30
Professional Financial Solutions LLC /adv$876.8K02026-06-30
Sb Capital Management Inc$876.6K02025-12-31
Orion Capital Management LLC$869K42026-06-30
Envision Financial Planning, LLC$861.7K72026-06-30
Clearstead; Clearstead Advisory Solutions$860.9K642026-06-30
Hicks Capital Management LLC$858.5K42026-06-30
Signature Resources Capital Management, LLC$853.9K02026-06-30
Squire Investment Management Company, LLC$851.7K122026-06-30
E-Wealth Partners, LLC$850.5K52026-06-30
Ledgewood Wealth Advisors, LLC$846.2K22026-06-30
Bridge Generations Wealth Management LLC$836.8K42026-06-30
Gts Securities LLC$827.2K02026-06-30
Tillman Hartley LLC$800.8K32026-06-30
Tortoise Investment Management, LLC$792.7K152026-06-30
MML Investors Services, LLC$791.8K5,1202026-06-30
Ruedi Wealth Management, Inc.$784.1K52026-06-30
Laird Norton Wetherby Trust Company, LLC$753.1K02026-06-30
Opes Wealth Management LLC$749.7K02026-03-31
Montis Financial, LLC$736.1K162026-06-30
Freedom Financial Partners LLC$726.7K42026-06-30
Glassman Wealth Services$712.6K142026-06-30
Htg Investment Advisors Inc$710.6K122026-06-30
Pine Harbor Wealth Management, LLC$699.2K12026-06-30
Envestnet Pmc$681.9K602026-06-30
Hutchinson Capital Management/ca$679.4K02026-06-30
Hb Wealth Management, LLC$677.1K1692026-06-30
New Edge Wealth$676.4K1512026-06-30
Family Wealth Partners, LLC$670.1K02026-06-30
Fiduciary Financial Advisors$666.6K512026-06-30
Holcombe & McGrath$642.8K22026-06-30
Rockefeller Capital Management LP$607.1K3462026-06-30
Vestia Personal Wealth Advisors$600.8K222026-06-30
Define Financial, LLC$599.6K52026-06-30
Stratos Investment Management, LLC$598K72026-06-30
Rockwood Wealth Management, LLC$584.5K462026-06-30
Forvis Mazars Wealth Advisors, LLC$535.4K832026-06-30
Bluespring Wealth Management, LLC$530.9K502026-06-30
Grand Wealth Management, LLC$521K72026-06-30
Kestra Advisory Services, LLC$511.7K1,4792026-06-30
Clarius Group, LLC$509K02025-12-31
Heck Capital Advisors, LLC$491.3K242026-06-30
Ballast Rock Private Wealth LLC$477.5K102026-06-30
True Wealth Design, LLC$474.5K72026-06-30
Passive Capital Management, Llc.$469K72026-06-30
Exencial Wealth Advisors, LLC$444.5K02026-03-31
Shore Point Advisors, LLC$443.4K102026-06-30
Austin Wealth Management, LLC$438.3K102026-06-30
Garrison Point Advisors, LLC$436.6K52026-06-30
Trailhead Planners LLC$433K22026-06-30
Towneley Capital Management, Inc / de$412.5K72026-06-30
Geometric Wealth Advisors, LLC$410K102026-06-30
Wealthcare Advisory Partners LLC$405.6K1702026-06-30
Keystone Financial Group, Inc.$399.3K72026-06-30
Acorn Creek Capital LLC$387.7K52026-06-30
Prime Capital Financial$373.7K2652026-06-30
Foundry Financial LLC$371.5K102026-06-30
Compound Planning, Inc.$369.6K752026-06-30
Morton Capital Management Llc/ca$369.5K302026-06-30
Private Advisory Group LLC$367.3K182026-06-30
Freedom Investment Management, Inc.$364.9K32026-06-30
Robinson Smith Wealth Advisors LLC$355.7K52026-06-30
Astra Wealth Partners LLC$352.2K32026-06-30
McGlone Suttner Wealth Management, Inc.$341K82026-06-30
Glass Jacobson Investment Advisors LLC$340.9K102026-06-30
Avior Wealth Management, LLC$340K692026-06-30
Marrick Wealth$338.3K22026-06-30
Laurel Wealth Planning LLC$337.9K62026-06-30
Boyce & Associates Wealth Consulting, Inc.$337.1K82026-06-30
Quadcap Wealth Management, LLC$333.3K132026-06-30
Mbe Wealth Management, LLC$329.3K122026-06-30
Cetera Investment Advisers$322K10,3702026-06-30
Austin Asset$316.4K152026-06-30
Belpointe Asset Management LLC$315K1702026-06-30
Fmb Wealth Management$312.9K82026-06-30
Verus Wealth Management, LLC$307.8K12026-06-30
Vickerman Investment Advisors, Inc.$301K52026-06-30
Concord Wealth Partners$295.9K112026-06-30
Settanni Financial LLC$289.2K32026-06-30
Pw Advisors, LLC$280.4K02026-06-30
Bwm Planning, LLC$279.4K52026-06-30
Sanchez Levi Garrett$277K52026-06-30
Wealthstream Advisors, Inc.$272K02025-09-30
Physician Wealth Solutions Inc.$270.5K12026-06-30
Pbmares Wealth Management LLC$266.2K12025-09-30
Integrity Wealth Solutions LLC$264.2K22026-06-30
Kilner Capital Advisors, LLC$263.4K22026-06-30
Trademark Financial Management, LLC$261.3K22026-06-30
Washington Trust Advisors$257.3K142026-06-30
Curio Wealth, LLC$251.4K72026-06-30
Aqr Capital Management LLC$243.5K12026-06-30
Bip Wealth, LLC$233.9K622026-06-30
Clarity Asset Management, Inc.$229.1K22026-06-30
Citadel Advisors LLC$227.6K02026-06-30
Sterling Wealth Management, Inc.$227.1K82026-06-30
Gemmer Asset Management LLC$223.8K82026-06-30
Sageoak Financial, LLC$223.5K32026-06-30
Bedel Financial Consulting, Inc.$222.4K192026-06-30
Dixon Fnancial Services, Inc.$221.2K62026-06-30
Kane Co Wealth Management, Inc.$219.2K32026-06-30
Oak Wealth Advisors LLC$212.6K32026-06-30
Jfs Wealth Advisors, LLC$209.8K332026-06-30
Penobscot Wealth Management$204K82026-06-30
Mission Financial Group, LLC$203.7K62026-06-30
High Probability Advisors, LLC$201.7K82026-06-30
Red Tortoise LLC$195.8K02026-03-31

The 250 largest of 292 reporting institutions are listed.

Public filing evidence

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

Report period: 2025-09-30 to 2026-06-30