DIMENSIONAL US SUS CORE1 ETF (DFSU) Institutional Shareholders
DIMENSIONAL US SUS CORE1 ETF (DFSU) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $1.52B in DFSU holdings during the latest filing period.
Retirement Solution Llc is currently the largest disclosed institutional shareholder of DFSU tracked by InsiderSet, reporting ownership valued at approximately $224.61M in its March 31, 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 $257.71M, representing an estimated gain of +14.73% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 59% 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
268
Total Reported Value
$1.52B
Largest Holder
Retirement Solution Llc
Largest Position
$224.61M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
30
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Retirement Solution Llc | 53.13% | 5,466,368 | $224,613,062 | $257,705,906 | +$33,092,844 | +14.73% | |
| Awm Capital, Llc | 13.11% | 3,511,890 | $163,759,403 | $165,564,191 | +$1,804,788 | +1.10% | |
| Quantum Financial Advisors, Llc | 10.98% | 2,379,557 | $110,958,743 | $112,181,597 | +$1,222,854 | +1.10% | |
| Maseco Llp | 2.61% | 2,024,355 | $83,251,617 | $95,435,990 | +$12,184,373 | +14.64% | |
| Focus Partners Wealth | 0.09% | 1,932,561 | $81,560,061 | $91,108,463 | +$9,548,402 | +11.71% | |
| Citrine Capital Llc | 27.08% | 1,569,106 | $73,167,430 | $73,973,776 | +$806,346 | +1.10% | |
| Abacus Wealth Partners, Llc | 6.37% | 1,300,763 | $60,632,671 | $61,323,041 | +$690,370 | +1.14% | |
| Pathstone Holdings, Llc | 0.20% | 1,232,278 | $50,634,290 | $58,094,391 | +$7,460,101 | +14.73% | |
| Ep Wealth Advisors, Llc | 0.14% | 704,102 | $28,931,542 | $33,194,114 | +$4,262,572 | +14.73% | |
| Five Oceans Advisors | 7.34% | 489,837 | $22,841,112 | $23,092,827 | +$251,715 | +1.10% | |
| Forum Financial Management, Lp | 0.28% | 471,383 | $21,980,569 | $22,222,833 | +$242,264 | +1.10% | |
| Wealth Enhancement Advisory Services, Llc | 0.03% | 415,678 | $19,715,619 | $19,596,682 | -$118,937 | -0.60% | |
| Apella Capital, Llc | 0.27% | 409,314 | $19,262,303 | $19,296,658 | +$34,355 | +0.18% | |
| Savant Capital, Llc | 0.09% | 457,115 | $18,782,853 | $21,550,184 | +$2,767,331 | +14.73% | |
| Pure Financial Advisors, Llc | 0.24% | 409,228 | $16,815,164 | $19,292,604 | +$2,477,440 | +14.73% | |
| Focus Partners Advisor Solutions, Llc | 0.17% | 404,666 | $16,627,744 | $19,077,533 | +$2,449,789 | +14.73% | |
| Mercer Global Advisors Inc | 0.02% | 383,194 | $15,745,431 | $18,065,260 | +$2,319,829 | +14.73% | |
| Gibson Capital, Llc | 2.87% | 375,765 | $15,440,184 | $17,715,028 | +$2,274,844 | +14.73% | |
| Beacon Pointe Advisors, Llc | 0.07% | 337,037 | $13,848,854 | $15,889,239 | +$2,040,385 | +14.73% | |
| Tci Wealth Advisors, Inc. | 0.56% | 275,091 | $12,827,494 | $12,968,863 | +$141,369 | +1.10% | |
| Wealth Architects, Llc | 0.99% | 267,678 | $12,481,867 | $12,619,385 | +$137,518 | +1.10% | |
| Simplicity Wealth,Llc | 0.69% | 297,206 | $12,212,195 | $14,011,450 | +$1,799,255 | +14.73% | |
| Quarry Hill Advisors, Llc | 4.61% | 257,533 | $12,008,785 | $12,141,110 | +$132,325 | +1.10% | |
| Triune Financial Partners, Llc | 2.75% | 281,713 | $11,575,606 | $13,281,050 | +$1,705,444 | +14.73% | |
| New Capital Management Lp | 2.63% | 247,912 | $11,560,127 | $11,687,539 | +$127,412 | +1.10% | |
| Elser Financial Planning, Inc | 0.49% | 242,897 | $11,326,287 | $11,451,112 | +$124,825 | +1.10% | |
| Nwam Llc | 0.49% | 210,940 | $9,836,129 | $9,944,534 | +$108,405 | +1.10% | |
| Onedigital Investment Advisors Llc | 0.09% | 228,918 | $9,406,241 | $10,792,087 | +$1,385,846 | +14.73% | |
| Sjs Investment Consulting Inc. | 0.99% | 194,776 | $9,082,411 | $9,182,500 | +$100,089 | +1.10% | |
| Planning Center, Inc. | 0.82% | 186,762 | $8,708,712 | $8,804,689 | +$95,977 | +1.10% | |
| Cardinal Point Capital Management Ulc | 0.48% | 182,564 | $8,512,972 | $8,606,779 | +$93,807 | +1.10% | |
| Momentous Wealth Management, Inc. | 4.56% | 194,063 | $7,974,056 | $9,148,887 | +$1,174,831 | +14.73% | |
| Equita Financial Network, Inc. | 2.07% | 159,672 | $7,445,496 | $7,527,561 | +$82,065 | +1.10% | |
| Composition Wealth, Llc | 0.09% | 158,946 | $7,411,652 | $7,493,334 | +$81,682 | +1.10% | |
| Corient Private Wealth Llc | 0.01% | 213,774 | $7,294,805 | $10,078,140 | +$2,783,335 | +38.16% | |
| Clarity Wealth Development Llc | 4.04% | 156,216 | $7,284,352 | $7,364,631 | +$80,279 | +1.10% | |
| Sequoia Financial Advisors | 0.03% | 150,199 | $7,003,763 | $7,080,967 | +$77,204 | +1.10% | |
| Lpl Financial Llc | 0.00% | 167,718 | $6,891,548 | $7,906,881 | +$1,015,333 | +14.73% | |
| Elevation Wealth Partners, Llc | 2.00% | 143,443 | $6,688,739 | $6,762,462 | +$73,723 | +1.10% | |
| Broadhurst Jeffrey B | 6.91% | 153,251 | $6,655,710 | $7,224,850 | +$569,140 | +8.55% | |
| Allodium Investment Consultants, Llc | 2.82% | 142,553 | $6,647,244 | $6,720,504 | +$73,260 | +1.10% | |
| Ram Investment Partners, Llc | 1.02% | 136,596 | $6,369,466 | $6,439,668 | +$70,202 | +1.10% | |
| Root Financial Partners, Llc | 0.23% | 129,700 | $6,047,911 | $6,114,564 | +$66,653 | +1.10% | |
| Donalies Financial Planning, Llc | 4.73% | 135,124 | $5,552,245 | $6,370,272 | +$818,027 | +14.73% | |
| Foster Group, Inc. | 0.14% | 115,631 | $5,391,892 | $5,451,296 | +$59,404 | +1.10% | |
| Rockbridge Investment Management, Lcc | 0.47% | 128,008 | $5,259,849 | $6,034,796 | +$774,947 | +14.73% | |
| Wealth Management Strategies, Inc. | 2.31% | 124,143 | $5,101,055 | $5,852,585 | +$751,530 | +14.73% | |
| Mb Generational Wealth, Llc | 2.48% | 108,607 | $5,064,344 | $5,120,158 | +$55,814 | +1.10% | |
| Brown Advisory Inc | 0.01% | 122,131 | $5,018,363 | $5,757,732 | +$739,369 | +14.73% | |
| Commonwealth Equity Services, Llc | 0.01% | 101,251 | $4,721,350 | $4,773,367 | +$52,017 | +1.10% |
Frequently asked questions about DFSU
Who owns the most DFSU stock?
The largest holders of DFSU are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for DIMENSIONAL US SUS CORE1 ETF (DFSU).
Is DFSU widely held by superinvestors?
Many widely followed stocks like DFSU appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly DFSU is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.