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Public ownership evidence

Dimensional US Sustainability Core 1 ETF (DFSU) Ownership Disclosures

Read DFSU insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-11-07T14:03:26.246Z

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Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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90-day public availability window, up to 50 records.

Recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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Corient Private Wealth LP2026-06-302026-08-28206,975$9,651,233None
MLG Wealth Management DBA Pine Grove Financial Group2025-12-312026-08-2662,504$2,714,543None
Rehmann Capital Advisory Group2026-06-302026-08-2128,020$1,306,572None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-20460,197$21,458,974None
Beacon Pointe Advisors, LLC2026-06-302026-08-19341,750$15,935,814None
Orion Capital Management LLC2026-06-302026-08-1918,637$869,022None
E-Wealth Partners, LLC2026-06-302026-08-1818,239$850,499None
Sanchez Levi Garrett2026-06-302026-08-185,940$276,995None
Wealth Management Strategies, Inc.2024-12-312026-08-1837,012$1,402,740None
Wealth Management Strategies, Inc.2025-06-302026-08-18124,604$4,890,708None
Wealth Management Strategies, Inc.2026-06-302026-08-18124,022$5,783,125None
Balanced Rock Investment Advisors LLC2026-06-302026-08-1833,229$1,549,468None
Corient Private Wealth LP2026-06-302026-08-18206,975$9,651,234None
Pure Financial Advisors, LLC2026-06-302026-08-18419,670$19,569,206None
Nalls Sherbakoff Group, LLC2026-06-302026-08-18925$43,133None
Nalls Sherbakoff Group, LLC2026-03-312026-08-18925$38,008None
Financial Plan, Inc.2026-06-302026-08-1527,901$1,301,024None
MARS JEWETT FINANCIAL GROUP, INC.2026-06-302026-08-1528,241$1,316,878None
Seneschal Advisors, LLC2026-06-302026-08-15740$34,507None
Envision Financial Planning, LLC2026-06-302026-08-1518,480$861,727None
Babb Wealth Advisors LLC2026-06-302026-08-1563,176$2,945,876None
Vickerman Investment Advisors, Inc.2026-06-302026-08-156,454$300,950None
Qube Research & Technologies Ltd2026-06-302026-08-15632$29,470None
OSAIC HOLDINGS, INC.2026-06-302026-08-1524,914$1,161,719None
OSAIC HOLDINGS, INC.2026-06-302026-08-1539,092$1,822,860None
OSAIC HOLDINGS, INC.2026-06-302026-08-152,607$121,564None
Betterment LLC2026-06-302026-08-15246,132$11,477,000None
GTS SECURITIES LLC2026-06-302026-08-1517,740$827,216None
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-1526,950$1,256,679None
Medallion Wealth Advisors, LLC2026-06-302026-08-151,761$82,115None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-159,658$450,314None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-153,620$168,816None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15120$5,596None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15899$41,876None
CARDIFF PARK ADVISORS, LLC2026-06-302026-08-152,132$99,396None
ELEVATE WEALTH ADVISORY, INC2026-06-302026-08-15337$15,714None
BROWN ADVISORY INC2026-06-302026-08-15129,060$6,018,051None
Rockbridge Investment Management, LCC2026-06-302026-08-15114,373$5,333,213None
Cerity Partners LLC2026-06-302026-08-1545,029$2,099,680None
Cerity Partners LLC2026-06-302026-08-155$234None
Laird Norton Wetherby Trust Company, LLC2026-06-302026-08-1516,150$753,075None
AQR CAPITAL MANAGEMENT LLC2026-06-302026-08-155,221$243,455None
ROYAL BANK OF CANADA2026-06-302026-08-1548,082$2,242,000None
CITADEL ADVISORS LLC2026-06-302026-08-154,882$227,648None
Larson Financial Group LLC2026-06-302026-08-15999$46,576None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-1579,795$3,720,841None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-1516,730$780,120None
Mission Financial Group, LLC2026-06-302026-08-144,368$203,661None
Burk Holdings LLC2026-06-302026-08-142,568$119,746None
von Borstel & Associates, Inc.2026-06-302026-08-1453,075$2,474,000None

90-day public filing window, up to 50 source positions.

Corient Private Wealth LP ↗MLG Wealth Management DBA Pine Grove Financial Group ↗Rehmann Capital Advisory Group ↗MERCER GLOBAL ADVISORS INC /ADV ↗Beacon Pointe Advisors, LLC ↗Orion Capital Management LLC ↗E-Wealth Partners, LLC ↗Sanchez Levi Garrett ↗Wealth Management Strategies, Inc. ↗Wealth Management Strategies, Inc. ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.