DFSU — DIMENSIONAL US SUS CORE1 ETF
As of Q2 2026, 5 SEC-registered investment managers reported holding DFSU (DIMENSIONAL US SUS CORE1 ETF) in their latest 13F filings, with a combined reported value of $2.77M across 59.69K shares. That is +147.0% by share count (+35.52K shares) versus the previous quarter, while reported value moved +179.1%. Ownership is concentrated: the five largest holders account for 100.0% of reported value and the top ten for 100.0%.
Compared with the prior quarter, 4 opened new positions, 1 trimmed, 1 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
Q2 2026 — 5 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| JPMorgan Chase & Co history | 46.14K | $2.14M | 0.00% | New |
| AQR Capital Management history | 5.22K | $243.46K | 0.00% | New |
| Citadel Advisors history | 4.88K | $227.65K | 0.00% | New |
| Morgan Stanley history | 2.90K | $135.27K | 0.00% | Reduce |
| UBS Group AG history | 538 | $25.09K | 0.00% | New |
Q1 2026 — 2 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Bank of America Corp history | 19.06K | $783.22K | 0.00% | Reduce |
| Morgan Stanley history | 5.10K | $209.66K | 0.00% | Add |
Q4 2025 — 4 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| JPMorgan Chase & Co history | 20.46K | $888.71K | 0.00% | Add |
| Bank of America Corp history | 20.21K | $877.76K | 0.00% | Add |
| Morgan Stanley history | 1.92K | $83.22K | 0.00% | Add |
| UBS Group AG history | 357 | $15.51K | 0.00% | New |
Q3 2025 — 5 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Bank of America Corp history | 19.06K | $809.56K | 0.00% | Hold |
| JPMorgan Chase & Co history | 11.91K | $505.72K | 0.00% | Add |
| Citadel Advisors history | 7.04K | $298.96K | 0.00% | Add |
| AQR Capital Management history | 5.85K | $248.42K | 0.00% | Reduce |
| Morgan Stanley history | 1 | $54 | 0.00% | New |
Q2 2025 — 4 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Bank of America Corp history | 19.06K | $748.14K | 0.00% | Reduce |
| AQR Capital Management history | 11.01K | $431.99K | 0.00% | New |
| JPMorgan Chase & Co history | 6.77K | $265.61K | 0.00% | Add |
| Citadel Advisors history | 5.27K | $206.89K | 0.00% | New |
Q1 2025 — 2 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Bank of America Corp history | 19.21K | $687.87K | 0.00% | New |
| JPMorgan Chase & Co history | 6.44K | $230.62K | 0.00% | Add |
New Positions (Q2 2026)
- JPMorgan Chase & Co 46.14K sh · $2.14M
- AQR Capital Management 5.22K sh · $243.46K
- Citadel Advisors 4.88K sh · $227.65K
- UBS Group AG 538 sh · $25.09K
Fully Exited (vs previous quarter)
- Bank of America Corp sold 19.06K sh · $783.22K
Fund Position History — shares by quarter (top 11 funds)
| Fund | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JPMorgan Chase & Co | 46.14K | — | 20.46K | 11.91K | 6.77K | 6.44K | 6.37K | 6.91K | 6.95K | 6.95K | 249 | 5.51K | 3.90K | 3.81K |
| AQR Capital Management | 5.22K | — | — | 5.85K | 11.01K | — | — | — | — | — | — | — | — | — |
| Citadel Advisors | 4.88K | — | — | 7.04K | 5.27K | — | 24.30K | 42.19K | 21.29K | 20.38K | — | — | 7.66K | — |
| Morgan Stanley | 2.90K | 5.10K | 1.92K | 1 | — | — | — | — | — | — | — | — | — | — |
| UBS Group AG | 538 | — | 357 | — | — | — | 274 | — | — | 212 | 63 | — | 43 | 15 |
| Bank of America Corp | — | 19.06K | 20.21K | 19.06K | 19.06K | 19.21K | — | — | — | — | — | 28 | — | — |
| Fidelity Management & Research (FMR) | — | — | — | — | — | — | — | — | — | 1 | — | 1 | — | — |
| Goldman Sachs Group | — | — | — | — | — | — | 16.33K | — | — | — | — | — | — | 7.58K |
| Two Sigma Investments | — | — | — | — | — | — | — | — | — | — | 16.10K | — | — | — |
| Millennium Management | — | — | — | — | — | — | — | — | 6.08K | — | — | — | — | — |
| Wells Fargo & Co | — | — | — | — | — | — | — | — | — | — | — | 3.49K | 3.49K | — |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details