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Dimensional Emerging Markets Sustainability Core 1 ETF (DFSE) Institutional Ownership

$45.95 -0.72 (-1.54%)
As of 07/24/2026 04:10 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for Dimensional Emerging Markets Sustainability Core 1 ETF (NYSEARCA:DFSE)

Number of
Institutional Buyers
(last 12 months)
118
Total
Institutional Inflows
(last 12 months)
$78.12M
Number of
Institutional Sellers
(last 12 months)
59
Total
Institutional Outflows
(last 12 months)
$14.61M
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DFSE Institutional Buying and Selling by Quarter

Dimensional Emerging Markets Sustainability Core 1 ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/10/2026 Heck Capital Advisors LLC10,323$505K0.0%-2.5%0.081%
7/10/2026 Fiduciary Financial Group LLC12,550$613K0.1%+13.3%0.098%
7/8/2026 Quantum Financial Advisors LLC528,686$25.84M2.2%-3.2%4.130%
7/8/2026 Apella Capital LLC102,996$4.88M0.1%+7.8%0.805%
7/7/2026 Foster Group Inc.13,685$669K0.0%-4.7%0.107%
5/29/2026Asset Dedication LLC65,540$2.78M0.2%-23.2%0.516%
5/18/2026Royal Bank of Canada2,555$108K0.0%+353.8%0.020%
5/16/2026Quantinno Capital Management LP5,539$235K0.0%N/A0.044%
5/15/2026Broadhurst Jeffrey B22,999$974K1.0%N/A0.181%
5/14/2026Modern Wealth Management LLC7,582$324K0.0%N/A0.060%
5/13/2026Sachem Hill LLC136,088$5.77M1.1%+6.6%1.072%
5/13/2026NewEdge Wealth LLC15,513$657K0.0%+4.3%0.122%
5/8/2026Cassaday & Co Wealth Management LLC4,814$204K0.0%-33.4%0.038%
5/6/2026Modera Wealth Management LLC16,424$696K0.0%-2.9%0.129%
5/6/2026Morling Financial Advisors LLC18,482$783K0.2%-8.4%0.146%
5/5/2026MB Generational Wealth LLC19,744$837K0.5%+7.3%0.155%
5/1/2026Simplicity Wealth LLC34,674$1.47M0.1%-4.5%0.275%
4/29/2026American Capital Advisory LLC1,867$79K0.0%N/A0.015%
4/28/2026Planning Center Inc.36,373$1.54M0.2%-3.3%0.289%
4/27/2026 Flagstone Financial Management11,712$496K0.1%-7.1%0.093%
4/27/2026Financial Plan Inc.5,341$226K0.0%N/A0.042%
4/25/2026SOL Capital Management CO30,153$1.28M0.5%N/A0.239%
4/25/2026 Physician Wealth Advisors Inc.4,228$179K0.0%-12.2%0.034%
4/24/2026Root Financial Partners LLC12,951$549K0.0%+85.7%0.103%
4/24/2026Equita Financial Network Inc.44,327$1.88M0.6%+55.7%0.352%
4/23/2026 Forum Financial Management LP374,559$15.87M0.2%-5.2%2.973%
4/22/2026 Citrine Capital LLC328,652$13.93M6.0%+3.2%2.608%
4/22/2026Creative Capital Management Investments LLC15,143$642K0.2%+87.0%0.120%
4/21/2026Maseco LLP588,403$24.91M0.8%+2.6%4.670%
4/20/2026Joel Adams & Associates Inc.5,431$230K0.2%N/A0.043%
4/20/2026Aspen Capital Management LLC20,087$851K0.2%+6.3%0.159%
4/20/2026 Apella Capital LLC95,547$4.05M0.1%+22.5%0.758%
4/17/2026 AdvisorNet Financial Inc8,911$378K0.0%-13.3%0.071%
4/16/2026 Henrickson Nauta Wealth Advisors Inc.20,278$859K0.2%-46.8%0.161%
4/16/2026Freedom Financial Partners LLC10,872$461K0.2%+4.9%0.086%
3/9/2026Corient Private Wealth LLC44,384$1.84M0.0%+4.7%0.364%
3/4/2026Pure Financial Advisors LLC109,056$4.52M0.1%+34.9%0.894%
2/20/2026SB Capital Management Inc11,939$495K0.2%N/A0.098%
2/19/2026Professional Financial Solutions LLC ADV7,273$302K0.3%N/A0.060%
2/19/2026Corient Private Wealth LLC44,384$1.84M0.0%+4.7%0.364%
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2/18/2026Mercer Global Advisors Inc. ADV52,603$2.18M0.0%+19.6%0.431%
2/18/2026Beacon Pointe Advisors LLC45,798$1.90M0.0%+4.1%0.375%
2/18/2026EP Wealth Advisors LLC10,856$450K0.0%N/A0.089%
2/18/2026NewEdge Advisors LLC11,755$488K0.0%-2.6%0.096%
2/17/2026Cardiff Park Advisors LLC2,250$93K0.0%+63.2%0.018%
2/17/2026Wealth Management Strategies Inc.8,921$370K0.2%-3.7%0.073%
2/17/2026 Wealth Architects LLC157,775$6.54M0.6%+7.7%1.293%
2/17/2026AWM Capital LLC716,841$29.74M2.7%+6.1%5.876%
2/17/2026Hill Investment Group Partners LLC8,417$349K0.0%+27.8%0.069%
2/17/2026Donalies Financial Planning LLC5,589$232K0.2%N/A0.046%
2/17/2026Captrust Financial Advisors6,993$290K0.0%N/A0.057%
2/16/2026Seven Mile Advisory22,527$934K0.2%+6.3%0.185%
2/16/2026Mariner LLC10,642$441K0.0%N/A0.087%
2/16/2026North Ridge Wealth Advisors Inc.13,186$547K0.3%+15.0%0.108%
2/16/2026Focus Partners Wealth533,465$22.13M0.0%-1.7%4.373%
2/13/2026Kestra Advisory Services LLC1,862$77K0.0%N/A0.015%
2/13/2026 Burton Enright Welch26,810$1.11M0.2%N/A0.220%
2/13/2026Balanced Rock Investment Advisors LLC89,609$3.72M2.6%+2.2%0.735%
2/13/2026WPWealth LLP4,843$201K0.0%N/A0.040%
2/12/2026Jane Street Group LLC23,248$964K0.0%-69.1%0.191%
2/12/2026Commonwealth Equity Services LLC11,603$481K0.0%+10.2%0.095%
2/12/2026Betterment LLC29,875$1.24M0.0%+17.2%0.245%
2/12/2026RAM Investment Partners LLC67,844$2.81M0.5%+3.1%0.556%
2/11/2026Babb Wealth Advisors LLC11,004$456K0.3%+19.6%0.090%
2/11/2026Focus Partners Advisor Solutions LLC54,346$2.25M0.0%-12.7%0.445%
2/11/2026Cerity Partners LLC28,584$1.24M0.0%-1.9%0.234%
2/11/2026LPL Financial LLC12,080$501K0.0%-2.3%0.099%
2/11/2026 Petersen Hastings Wealth Advisors Inc.6,077$252K0.0%N/A0.050%
2/11/2026Vise Technologies Inc.6,973$289K0.0%N/A0.057%
2/10/2026Greenspring Advisors LLC149,790$6.21M0.4%+12.3%1.228%
2/10/2026Root Financial Partners LLC6,973$289K0.0%+62.7%0.057%
2/10/2026Savant Capital LLC137,352$5.70M0.0%+10.7%1.126%
2/9/2026Syverson Strege & Co13,706$569K0.1%-3.6%0.112%
2/9/2026Harbour Investments Inc.8,249$342K0.0%-11.6%0.068%
2/9/2026 Flagstone Financial Management12,611$523K0.1%+14.2%0.103%
2/9/2026Schwarz Dygos Wheeler Investment Advisors LLC8,533$354K0.1%-8.4%0.070%
2/6/2026Addison Advisors LLC23,734$984K0.2%-1.0%0.195%
2/6/2026Larson Financial Group LLC1,423$59K0.0%N/A0.012%
2/6/2026HighTower Advisors LLC12,035$499K0.0%+5.9%0.099%
2/5/2026 Mission Wealth Management LP5,097$211K0.0%N/A0.042%
2/5/2026 Abacus Wealth Partners LLC341,471$14.16M1.4%+0.3%2.799%
2/5/2026Thrivent Financial for Lutherans128,736$5.34M0.0%N/A1.055%
2/4/2026 Drive Wealth Management LLC66,064$2.74M0.5%+10.2%0.542%
2/4/2026Pure Financial Advisors LLC109,056$4.52M0.1%+34.9%0.894%
2/4/2026 Nwam LLC18,107$751K0.0%-5.0%0.148%
2/3/2026NewEdge Wealth LLC14,869$617K0.0%+54.4%0.122%
2/3/2026 Sequoia Financial Advisors LLC16,090$667K0.0%+7.4%0.132%
2/2/2026Triune Financial Partners LLC45,151$2.00M0.5%-2.4%0.370%
2/2/2026TCI Wealth Advisors Inc.85,045$3.53M0.2%+7.8%0.697%
2/2/2026Heritage Financial Services LLC59,733$2.48M0.2%+1.5%0.490%
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2/2/2026Planning Center Inc.37,627$1.56M0.2%-8.6%0.308%
1/30/2026Simplicity Wealth LLC36,298$1.51M0.1%+216.7%0.298%
1/29/2026Aspen Capital Management LLC18,901$784K0.2%+1.7%0.155%
1/29/2026Retirement Solution LLC263,432$10.93M2.4%+0.5%2.159%
1/29/2026Equita Financial Network Inc.28,476$1.18M0.4%+34.2%0.233%
1/28/2026EnRich Financial Partners LLC8,716$362K0.1%-5.8%0.071%
1/27/2026 Forum Financial Management LP395,289$16.40M0.2%-0.5%3.240%
1/27/2026 Klaas Financial Asset Advisors LLC48,601$2.02M0.3%-5.2%0.398%
1/26/2026Asset Dedication LLC85,379$3.54M0.2%+2.8%0.706%
1/26/2026 Level Financial Advisors9,036$375K0.1%+9.8%0.075%


DFSE Institutional Ownership - Frequently Asked Questions

During the previous two years, 173 institutional investors and hedge funds held shares of Dimensional Emerging Markets Sustainability Core 1 ETF. The most heavily invested institutionals were AWM Capital LLC ($29.74M), Quantum Financial Advisors LLC ($25.84M), Maseco LLP ($24.91M), Focus Partners Wealth ($22.13M), Five Oceans Advisors ($17.98M), Forum Financial Management LP ($15.87M), and Abacus Wealth Partners LLC ($14.16M).Learn more on Dimensional Emerging Markets Sustainability Core 1 ETF's institutional investors.

Of the 164 institutional investors that purchased Dimensional Emerging Markets Sustainability Core 1 ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Maseco LLP ($578.39K), Citrine Capital LLC ($328.65K), Focus Partners Wealth ($304.48K), Thrivent Financial for Lutherans ($250.88K), Elser Financial Planning Inc ($243.32K), Jane Street Group LLC ($169.62K), and AWM Capital LLC ($152.81K).

Institutional investors have bought a total of 1,913,494 shares in the last 24 months. This purchase volume represents approximately $78.12M in transactions.

Of the 58 institutional investors that sold Dimensional Emerging Markets Sustainability Core 1 ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Jane Street Group LLC ($65.64K), Corient Private Wealth LLC ($64.73K), Quantum Financial Advisors LLC ($34.16K), Forum Financial Management LP ($22.60K), Sachem Hill LLC ($20.64K), Asset Dedication LLC ($19.84K), and Henrickson Nauta Wealth Advisors Inc. ($17.83K).

Institutional investors have sold a total of 357,179 shares in the last 24 months. This volume of shares sold represents approximately $14.61M in transactions.


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This page (NYSEARCA:DFSE) was last updated on 7/25/2026 by MarketBeat.com Staff.
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