Q2 2025 13F Holders as of 30 Jun 2025
-
Type / Class
-
Equity / US SUSTAINABILTY
-
Total 13F shares
-
27,709,712
-
Share change
-
+1,130,413
-
Total reported value
-
$1,088,447,175
-
Price per share
-
$39.25
-
Number of holders
-
214
-
Value change
-
+$45,044,276
-
Number of buys
-
135
-
Number of sells
-
56
Institutional Holders of DIMENSIONAL ETF TRUST - US SUSTAINABILTY (DFSU) as of Q2 2025
As of 30 Jun 2025,
DIMENSIONAL ETF TRUST - US SUSTAINABILTY (DFSU) was held by
214 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
27,709,712 shares.
The largest 10 holders included
Retirement Solution LLC, Quantum Financial Advisors, LLC, AWM CAPITAL, LLC, MASECO LLP, Focus Partners Wealth, Abacus Wealth Partners, LLC, Citrine Capital LLC, LongView Asset Management LLC, Forum Financial Management, LP, and WEALTH ENHANCEMENT ADVISORY SERVICES, LLC.
This page lists
214
institutional shareholders reporting positions in this security
for the Q2 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.