DIMENSIONAL US SUSTAINABILITY CORE 1 ETF

$DFSU
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Institutional coverage

249 13F filers hold $DFSU.

13F holders
249
Insider buys · 90d
0
Congress · 90d
0

Smart Money · top-200 alpha cohort

4 holders · Q1 2026

$DFSU is held by 4 managers from the Top-Performer cohort as of Q1 2026. Position weights range from 0.08% to 4.51%, with an average of 1.45% of portfolio. Largest holder: Quarry Hill Advisors, LLC at 4.51%. A weekly Smart-Money commentary for this ticker has not been generated yet this batch — the table below shows the full cohort positioning.

01
Quarry Hill Advisors, LLC
4.51% NEW
α +11.4pts
02
Level Financial Advisors
0.72% held
α +30.9pts
03
Premier Financial Group
0.48% held
α +25.3pts
04
Truepoint, Inc.
0.08% held
α +21.4pts

Smart Money shows holdings from our Top-Performer cohort — the 200 highest-alpha manager_13f funds in our universe. Position weight (current quarter) and QoQ delta versus prior quarter. α is the manager's annual alpha vs benchmark.

Institutional holders

Top 10 of 249 · Source: 13F-HR
01
Spinnaker Investment Group, LLC
53.13% of portfolio
5,466,368 sh
02
Mine & Arao Wealth Creation & Management, LLC.
12.20% of portfolio
3,280,951 sh
03
Jvl Associates LLC
11.07% of portfolio
2,401,564 sh
04
Rainier Family Wealth Inc.
2.61% of portfolio
2,024,355 sh
05
Corre Partners Management, LLC
0.09% of portfolio
1,932,561 sh
06
J. W. Coons Advisors, LLC
0.14% of portfolio
1,408,204 sh
07
Ffg Retirement Advisors LLC
4.81% of portfolio
1,281,712 sh
08
Evergreen Private Wealth LLC
0.20% of portfolio
1,232,278 sh
09
LCM Capital Management Inc
6.95% of portfolio
467,329 sh
10
Randolph Co Inc
0.09% of portfolio
457,115 sh
See all 249 13F holders · Pro →

Insider activity · last 90 days

No insider activity

No Form 4 filings on record for $DFSU in the recent window.

Congress trades · last 90 days

No Congress trades

No STOCK Act filings reference $DFSU in the recent window.

Source data: SEC EDGAR · 13F-HR · Form 4 · U.S. House Clerk PTR (disclosures-clerk.house.gov) · Senate eFD (senate.gov) · Last refreshed 07:22 UTC.