DFSU Institutional Ownership & Shareholders
DIMENSIONAL US SUS CORE1 ETF (DFSU) is currently held by 274 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $1.72B based on the latest available SEC Form 13F filings for the quarter ended September 30, 2026.
Retirement Solution Llc is currently the largest disclosed institutional shareholder of DFSU tracked by InsiderSet, reporting ownership valued at approximately $256.35M in its September 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $258.12M, representing an estimated gain of +0.69% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 58% of the total disclosed DFSU value among the investors covered in this analysis. Major shareholders include Retirement Solution Llc, Awm Capital, Llc, Quantum Financial Advisors, Llc, and several other long-term asset managers with concentrated positions in DIMENSIONAL US SUS CORE1 ETF (DFSU).
This page ranks the largest institutional DFSU shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
274
Total Reported Value
$1.72B
Largest Holder
Retirement Solution Llc
Largest Position
$256.35M
Insider Transactions (90d)
0
Latest Filing Quarter
Q3 2026
New Institutional Positions
26
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Retirement Solution Llc | 56.51% | 5,434,605 | $256,350,336 | $258,116,564 | +$1,766,228 | +0.69% | |
| Awm Capital, Llc | 12.91% | 3,889,790 | $183,481,411 | $184,745,576 | +$1,264,165 | +0.69% | |
| Quantum Financial Advisors, Llc | 10.98% | 2,379,557 | $110,958,743 | $113,017,060 | +$2,058,317 | +1.86% | |
| Focus Partners Wealth | 0.10% | 2,160,532 | $100,745,626 | $102,614,467 | +$1,868,841 | +1.86% | |
| Maseco Llp | 2.64% | 2,046,028 | $96,460,006 | $97,176,100 | +$716,094 | +0.74% | |
| Citrine Capital Llc | 26.61% | 1,676,440 | $79,077,681 | $79,622,518 | +$544,837 | +0.69% | |
| Abacus Wealth Partners, Llc | 6.37% | 1,300,763 | $60,632,671 | $61,779,739 | +$1,147,068 | +1.89% | |
| Pathstone Holdings, Llc | 0.20% | 1,232,278 | $50,634,290 | $58,527,044 | +$7,892,754 | +15.59% | |
| Ep Wealth Advisors, Llc | 0.13% | 734,838 | $34,265,483 | $34,901,131 | +$635,648 | +1.86% | |
| Savant Capital, Llc | 0.08% | 549,074 | $25,623,976 | $26,078,270 | +$454,294 | +1.77% | |
| Apella Capital, Llc | 0.32% | 524,914 | $25,153,881 | $24,930,790 | -$223,091 | -0.89% | |
| Forum Financial Management, Lp | 0.31% | 505,265 | $23,833,330 | $23,997,561 | +$164,231 | +0.69% | |
| Wealth Enhancement Advisory Services, Llc | 0.03% | 454,299 | $21,751,850 | $21,576,931 | -$174,919 | -0.80% | |
| Mercer Global Advisors Inc | 0.03% | 460,197 | $21,458,974 | $21,857,057 | +$398,083 | +1.86% | |
| Five Oceans Advisors | 8.10% | 449,615 | $21,208,361 | $21,354,464 | +$146,103 | +0.69% | |
| Pure Financial Advisors, Llc | 0.25% | 419,670 | $19,569,206 | $19,932,227 | +$363,021 | +1.86% | |
| Focus Partners Advisor Solutions, Llc | 0.16% | 416,292 | $19,411,736 | $19,771,789 | +$360,053 | +1.85% | |
| Gibson Capital, Llc | 2.93% | 365,765 | $17,253,135 | $17,372,009 | +$118,874 | +0.69% | |
| Simplicity Wealth,Llc | 0.46% | 338,189 | $15,952,375 | $16,062,287 | +$109,912 | +0.69% | |
| Beacon Pointe Advisors, Llc | 0.07% | 341,750 | $15,935,814 | $16,231,416 | +$295,602 | +1.85% | |
| Tci Wealth Advisors, Inc. | 0.61% | 319,062 | $15,050,155 | $15,153,850 | +$103,695 | +0.69% | |
| Triune Financial Partners, Llc | 2.74% | 281,794 | $13,140,056 | $13,383,806 | +$243,750 | +1.86% | |
| Wealth Architects, Llc | 0.99% | 267,678 | $12,481,867 | $12,713,367 | +$231,500 | +1.85% | |
| Onedigital Investment Advisors Llc | 0.11% | 267,228 | $12,460,832 | $12,691,994 | +$231,162 | +1.86% | |
| Quarry Hill Advisors, Llc | 4.61% | 257,533 | $12,008,785 | $12,231,530 | +$222,745 | +1.85% | |
| Clarity Wealth Development Llc | 6.62% | 248,403 | $11,717,170 | $11,797,900 | +$80,730 | +0.69% | |
| Betterment Llc | 0.02% | 246,132 | $11,477,000 | $11,690,039 | +$213,039 | +1.86% | |
| Brighton Jones Llc | 0.20% | 233,340 | $10,880,655 | $11,082,483 | +$201,828 | +1.85% | |
| Cardinal Point Capital Management Ulc | 0.59% | 223,570 | $10,545,556 | $10,618,457 | +$72,901 | +0.69% | |
| New Capital Management Lp | 2.27% | 215,521 | $10,166,116 | $10,236,170 | +$70,054 | +0.69% | |
| Nwam Llc | 0.49% | 210,940 | $9,836,129 | $10,018,595 | +$182,466 | +1.86% | |
| Corient Private Wealth Llc | 0.01% | 206,975 | $9,651,233 | $9,830,278 | +$179,045 | +1.86% | |
| Elser Financial Planning, Inc | 0.42% | 202,357 | $9,545,180 | $9,610,946 | +$65,766 | +0.69% | |
| Momentous Wealth Management, Inc. | 4.61% | 201,713 | $9,514,801 | $9,580,359 | +$65,558 | +0.69% | |
| Sjs Investment Consulting Inc. | 0.92% | 194,197 | $9,160,278 | $9,223,387 | +$63,109 | +0.69% | |
| Planning Center, Inc. | 0.82% | 186,762 | $8,708,712 | $8,870,261 | +$161,549 | +1.86% | |
| Lpl Financial Llc | 0.00% | 185,046 | $8,628,708 | $8,788,760 | +$160,052 | +1.85% | |
| Equita Financial Network, Inc. | 2.39% | 178,618 | $8,425,420 | $8,483,462 | +$58,042 | +0.69% | |
| Wealthspire Advisors, Llc | 0.04% | 173,982 | $8,112,781 | $8,263,275 | +$150,494 | +1.86% | |
| Composition Wealth, Llc | 0.09% | 158,946 | $7,411,652 | $7,549,140 | +$137,488 | +1.86% | |
| Allodium Investment Consultants, Llc | 2.92% | 150,685 | $7,107,793 | $7,156,784 | +$48,991 | +0.69% | |
| Ram Investment Partners, Llc | 1.11% | 148,538 | $7,006,532 | $7,054,812 | +$48,280 | +0.69% | |
| Sequoia Financial Advisors | 0.03% | 150,199 | $7,003,763 | $7,133,702 | +$129,939 | +1.86% | |
| Vise Technologies, Inc. | 0.05% | 137,591 | $6,490,159 | $6,534,885 | +$44,726 | +0.69% | |
| Elevation Wealth Partners, Llc | 1.72% | 129,752 | $6,120,398 | $6,162,571 | +$42,173 | +0.69% | |
| Donalies Financial Planning, Llc | 4.50% | 129,645 | $6,115,357 | $6,157,489 | +$42,132 | +0.69% | |
| Brown Advisory Inc | 0.01% | 129,060 | $6,018,051 | $6,129,705 | +$111,654 | +1.86% | |
| Farther Finance Advisors, Llc | 0.04% | 124,962 | $5,894,477 | $5,935,070 | +$40,593 | +0.69% | |
| Foster Group, Inc. | 0.16% | 124,539 | $5,874,483 | $5,914,980 | +$40,497 | +0.69% | |
| Commonwealth Equity Services, Llc | 0.01% | 119,298 | $5,627,260 | $5,666,059 | +$38,799 | +0.69% |
Frequently asked questions about DFSU
Who are the largest institutional holders of DFSU?
The largest institutional holders of DFSU reported in the latest SEC Form 13F filings include Retirement Solution Llc, Awm Capital, Llc, Quantum Financial Advisors, Llc, Focus Partners Wealth, and Maseco Llp. InsiderSet ranks institutional holders by their latest reported DFSU position.
What is DFSU institutional ownership?
This page tracks DFSU positions reported by institutional investment managers through SEC Form 13F. DIMENSIONAL US SUS CORE1 ETF (DFSU) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own DFSU?
InsiderSet currently tracks 274 institutional managers reporting DFSU holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of DFSU shareholders.
How much DFSU stock do institutions own?
Institutional investment managers disclosed approximately $1.72B in DFSU holdings for Q3 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was DFSU institutional ownership last updated?
The latest DFSU institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended September 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional DFSU holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its DFSU position after the reporting date.
Are institutions buying or selling DFSU?
Institutional buying and selling can be analyzed by comparing DFSU positions across consecutive 13F reporting periods. InsiderSet's DFSU Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View DFSU ownership changes.
How has DFSU institutional ownership changed over time?
InsiderSet tracks DFSU institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.