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 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent institutional filing receipts

Dimensional US Sustainability Core 1 ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
Corient Private Wealth LP
Report period
2026-06-30
Available
2026-08-28
Reported shares
206,975
Value (USD)
$9,651,233
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0001948780-26-000011
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read DFSU fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read DFSU fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

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

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No records are available for this view.

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

Recent institutional filing receipts

See the complete 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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No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

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.

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