DIMENSIONAL ETF TRUST - US SUSTAINABILTY (DFSU)

Q4 2025 13F Holders as of 31 Dec 2025

Type / Class
Equity / US SUSTAINABILTY
Total 13F shares
21,080,629
Share change
+859,595
Total reported value
$916,027,701
Price per share
$43.43
Number of holders
155
Value change
+$37,444,197
Number of buys
88
Number of sells
40

Institutional Holders of DIMENSIONAL ETF TRUST - US SUSTAINABILTY (DFSU) as of Q4 2025

As of 31 Dec 2025, DIMENSIONAL ETF TRUST - US SUSTAINABILTY (DFSU) was held by 155 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 21,080,629 shares. The largest 10 holders included Retirement Solution LLC, Quantum Financial Advisors, LLC, MASECO LLP, Citrine Capital LLC, Abacus Wealth Partners, LLC, WEALTH ENHANCEMENT ADVISORY SERVICES, LLC, Forum Financial Management, LP, Five Oceans Advisors, Pure Financial Advisors, LLC, and Gibson Capital, LLC. This page lists 155 institutional shareholders reporting positions in this security for the Q4 2025 filing period.
Investor Option Weight % Change % Value $ * Price Shares Share Change Activity Report Period
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.