Who Owns DFA U.S. Sustainability ETF (DFSU)? -- Institutional Holders (2026-06-30)

286 institutions reported holding $1.71B of DFA U.S. Sustainability ETF (DFSU) in SEC 13F filings for 2026-06-30. Largest institutional holders: Retirement Solution LLC ($255.5M), AWM CAPITAL, LLC ($163.8M), Quantum Financial Advisors, LLC ($111.0M), Focus Partners Wealth ($100.7M), MASECO LLP ($96.5M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1Retirement Solution LLC$255.5M5.5MAdded
2AWM CAPITAL, LLC$163.8M3.5MAdded
3Quantum Financial Advisors, LLC$111.0M2.4MTrimmed
4Focus Partners Wealth$100.7M2.2MAdded
5MASECO LLP$96.5M2.1MAdded
6Citrine Capital LLC$73.2M1.6MAdded
7Pathstone Holdings, LLC$70.3M1.5MAdded
8Abacus Wealth Partners, LLC$60.6M1.3MAdded
9EP Wealth Advisors, LLC$34.3M734,838Added
10Savant Capital, LLC$25.6M549,074Added
11Five Oceans Advisors$22.8M489,837Added
12Forum Financial Management, LP$22.0M471,383Added
13MERCER GLOBAL ADVISORS INC /ADV$21.5M460,197Added
14WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$19.7M415,678Trimmed
15Pure Financial Advisors, LLC$19.6M419,670Added
16Focus Partners Advisor Solutions, LLC$19.4M416,292Added
17Apella Capital, LLC$19.3M409,314Added
18Gibson Capital, LLC$17.5M375,765Hold
19Beacon Pointe Advisors, LLC$15.9M341,750Added
20Simplicity Wealth,LLC$14.9M319,712Added
21Triune Financial Partners, LLC$13.1M281,794Added
22TCI Wealth Advisors, Inc.$12.8M275,091Added
23Wealth Architects, LLC$12.5M267,678Added
24OneDigital Investment Advisors LLC$12.5M267,228Added
25QUARRY HILL ADVISORS, LLC$12.0M257,533Added

Source: SEC Form 13F filings · as of 2026-06-30