DFSU · Insider trading · 13F holders · Congress trades
Dimensional ETF Trust (DFSU)
Who is buying and selling DFSU: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 117
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 0
DFSU at a glance
- No open-market insider purchases or sales of DFSU were filed in the last 90 days.
- 117 13F filers hold DFSU among their 50 largest positions, worth $1.2B combined. The biggest bets by portfolio weight are Retirement Solution LLC (56.5%), Citrine Capital LLC (26.6%) and Awm Capital, LLC (12.9%). In their latest 13Fs, 1 manager opened a new position and 26 added to one.
- No member of Congress has disclosed a trade in DFSU.
DFSU insider trading
No open-market insider purchases or sales of DFSU were filed in the last 90 days.
Who owns DFSU? Hedge funds and superinvestors
117 13F filers hold DFSU among their 50 largest positions, worth $1.2B combined. The biggest bets by portfolio weight are Retirement Solution LLC (56.5%), Citrine Capital LLC (26.6%) and Awm Capital, LLC (12.9%). In their latest 13Fs, 1 manager opened a new position and 26 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| Retirement Solution LLCWealth manager | 56.5% | $256.4M | 5,434,605 | — | Q3 2026 |
| Awm Capital, LLCWealth manager | 12.9% | $183.5M | 3,889,790 | +10.8% shares | Q3 2026 |
| Quantum Financial Advisors, LLCInstitutional asset manager | 11.0% | $111.0M | 2,379,557 | -0.9% shares | Q2 2026 |
| Maseco LLPWealth manager | 2.6% | $96.5M | 2,046,028 | -1.1% shares | Q3 2026 |
| Citrine Capital LLCWealth manager | 26.6% | $79.1M | 1,676,440 | +6.8% shares | Q3 2026 |
| Abacus Wealth Partners, LLCWealth manager | 6.4% | $60.6M | 1,300,763 | +1.5% shares | Q2 2026 |
| Forum Financial Management, LPWealth manager | 0.3% | $23.8M | 505,265 | +7.2% shares | Q3 2026 |
| Five Oceans AdvisorsWealth manager | 8.1% | $21.2M | 449,615 | -8.2% shares | Q3 2026 |
| Willow Creek Wealth Management Inc.Wealth manager | 1.2% | $18.6M | 394,652 | +1.1% shares | Q3 2026 |
| Gibson Capital, LLCWealth manager | 2.9% | $17.3M | 365,765 | -2.7% shares | Q3 2026 |
| Simplicity Wealth,LLCInstitutional asset manager | 0.5% | $16.0M | 338,189 | +5.8% shares | Q3 2026 |
| Triune Financial Partners, LLCWealth manager | 2.7% | $13.1M | 281,794 | +0.0% shares | Q2 2026 |
| TCI Wealth Advisors, Inc.Wealth manager | 0.6% | $12.8M | 275,091 | +1.5% shares | Q2 2026 |
| Wealth Architects, LLCWealth manager | 1.0% | $12.5M | 267,678 | +0.2% shares | Q2 2026 |
| Quarry Hill Advisors, LLCWealth manager | 4.6% | $12.0M | 257,533 | +5.6% shares | Q2 2026 |
| Clarity Wealth Development LLCWealth manager | 6.6% | $11.7M | 248,403 | +59.0% shares | Q3 2026 |
| Cardinal Point Capital Management ULCWealth manager | 0.6% | $10.5M | 223,570 | — | Q3 2026 |
| New Capital Management LPHedge fund | 2.3% | $10.2M | 215,521 | -13.1% shares | Q3 2026 |
| Nwam LLCWealth manager | 0.5% | $9.8M | 210,940 | +0.8% shares | Q2 2026 |
| Elser Financial Planning, IncWealth manager | 0.4% | $9.5M | 202,357 | -16.7% shares | Q3 2026 |
| Momentous Wealth Management, Inc.Wealth manager | 4.6% | $9.5M | 201,713 | +3.8% shares | Q3 2026 |
| SJS Investment Consulting Inc.Wealth manager | 0.9% | $9.2M | 194,197 | -0.3% shares | Q3 2026 |
| Planning Center, Inc.Wealth manager | 0.8% | $8.7M | 186,762 | +1.1% shares | Q2 2026 |
| Equita Financial Network, Inc.Wealth manager | 2.4% | $8.4M | 178,618 | +11.9% shares | Q3 2026 |
| Allodium Investment Consultants, LLCWealth manager | 2.9% | $7.1M | 150,685 | +5.7% shares | Q3 2026 |
| RAM Investment Partners, LLCWealth manager | 1.1% | $7.0M | 148,538 | +8.7% shares | Q3 2026 |
| Root Financial Partners, LLCWealth manager | 0.2% | $6.2M | 131,506 | +1.4% shares | Q3 2026 |
| Elevation Wealth Partners, LLCWealth manager | 1.7% | $6.1M | 129,752 | -9.5% shares | Q3 2026 |
| Donalies Financial Planning, LLCWealth manager | 4.5% | $6.1M | 129,645 | -2.5% shares | Q3 2026 |
| Wealth Management Strategies, Inc.Wealth manager | 2.3% | $5.8M | 124,022 | -0.1% shares | Q2 2026 |
The 30 largest of 117 positions, by value. Each manager counts with its latest 13F (Q3 2026: 59, Q2 2026: 56, Q1 2026: 2). Screen DFSU in the grand portfolio →
DFSU stock trades by members of Congress
No member of Congress has disclosed a trade in DFSU.
DFSU questions and answers
Are insiders buying DFSU stock?
No open-market insider purchases or sales of DFSU were filed in the last 90 days.
Which hedge funds own DFSU?
117 13F filers hold DFSU among their 50 largest positions, worth $1.2B combined. The biggest bets by portfolio weight are Retirement Solution LLC (56.5%), Citrine Capital LLC (26.6%) and Awm Capital, LLC (12.9%). In their latest 13Fs, 1 manager opened a new position and 26 added to one.
Has Congress traded DFSU?
No member of Congress has disclosed a trade in DFSU.
Who is the largest holder of DFSU?
Among 13F filers, Retirement Solution LLC reports the largest DFSU position, $256.4M (5,434,605 shares) in its Q3 2026 13F. The biggest bet by portfolio weight is Retirement Solution LLC's: 56.5% of its portfolio.
Cite or share this
Free to use with a link back. The data updates every filing day.