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

$48.80 0.00 (0.00%)
As of 08/13/2026 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for Dimensional Emerging Markets Sustainability Core 1 ETF (NYSEARCA:DFSE)

Number of
Institutional Buyers
(last 12 months)
106
Total
Institutional Inflows
(last 12 months)
$70.21M
Number of
Institutional Sellers
(last 12 months)
53
Total
Institutional Outflows
(last 12 months)
$13.41M
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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%
5/29/2026 Asset 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%
5/15/2026 Broadhurst Jeffrey B22,999$974K1.0%N/A0.181%
5/14/2026Modern Wealth Management LLC7,582$324K0.0%N/A0.060%
5/13/2026 Sachem Hill LLC136,088$5.77M1.1%+6.6%1.072%
5/13/2026 NewEdge Wealth LLC15,513$657K0.0%+4.3%0.122%
5/8/2026 Cassaday & Co Wealth Management LLC4,814$204K0.0%-33.4%0.038%
5/6/2026 Modera Wealth Management LLC16,424$696K0.0%-2.9%0.129%
5/6/2026 Morling Financial Advisors LLC18,482$783K0.2%-8.4%0.146%
5/5/2026 MB Generational Wealth LLC19,744$837K0.5%+7.3%0.155%
5/1/2026 Simplicity Wealth LLC34,674$1.47M0.1%-4.5%0.275%
4/29/2026 American Capital Advisory LLC1,867$79K0.0%N/A0.015%
4/28/2026 Planning 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%
4/25/2026 SOL 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%
4/24/2026 Root Financial Partners LLC12,951$549K0.0%+85.7%0.103%
4/24/2026 Equita 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%
4/22/2026 Creative Capital Management Investments LLC15,143$642K0.2%+87.0%0.120%
4/21/2026 Maseco LLP588,403$24.91M0.8%+2.6%4.670%
4/20/2026 Joel Adams & Associates Inc.5,431$230K0.2%N/A0.043%
4/20/2026 Aspen 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%
4/16/2026 Freedom Financial Partners LLC10,872$461K0.2%+4.9%0.086%
3/9/2026 Corient 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%
2/19/2026 Professional Financial Solutions LLC ADV7,273$302K0.3%N/A0.060%
2/19/2026 Corient Private Wealth LLC44,384$1.84M0.0%+4.7%0.364%
ALERT: Drop these 5 stocks before the market opens tomorrow! (Ad)

The Wall Street Journal is already raising the alarm about a potential market crash, and Weiss Ratings research points to the first half of 2026 as a particularly rough stretch for certain holdings. Some of America's most popular stocks could take serious damage as a radical market shift plays out. Analysts at Weiss Ratings have identified five names you may want to remove from your portfolio before this unfolds. If any of these are in your portfolio, now is the time to review your positions.tc pixel

See the 5 stocks to avoid
2/18/2026 Mercer 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%
2/18/2026 EP Wealth Advisors LLC10,856$450K0.0%N/A0.089%
2/18/2026 NewEdge 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%
2/17/2026 AWM Capital LLC716,841$29.74M2.7%+6.1%5.876%
2/17/2026 Hill Investment Group Partners LLC8,417$349K0.0%+27.8%0.069%
2/17/2026 Donalies 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%
2/16/2026 Focus Partners Wealth533,465$22.13M0.0%-1.7%4.373%
2/13/2026 Kestra 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%
2/13/2026 WPWealth LLP4,843$201K0.0%N/A0.040%
2/12/2026Jane Street Group LLC23,248$964K0.0%-69.1%0.191%
2/12/2026 Commonwealth Equity Services LLC11,603$481K0.0%+10.2%0.095%
2/12/2026Betterment LLC29,875$1.24M0.0%+17.2%0.245%
2/12/2026 RAM Investment Partners LLC67,844$2.81M0.5%+3.1%0.556%
2/11/2026Babb Wealth Advisors LLC11,004$456K0.3%+19.6%0.090%
2/11/2026 Focus 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%
2/11/2026 LPL Financial LLC12,080$501K0.0%-2.3%0.099%
2/11/2026 Petersen Hastings Wealth Advisors Inc.6,077$252K0.0%N/A0.050%
2/11/2026 Vise Technologies Inc.6,973$289K0.0%N/A0.057%
2/10/2026 Greenspring Advisors LLC149,790$6.21M0.4%+12.3%1.228%
2/10/2026 Root Financial Partners LLC6,973$289K0.0%+62.7%0.057%
2/10/2026 Savant Capital LLC137,352$5.70M0.0%+10.7%1.126%
2/9/2026 Syverson Strege & Co13,706$569K0.1%-3.6%0.112%
2/9/2026 Harbour Investments Inc.8,249$342K0.0%-11.6%0.068%
2/9/2026 Flagstone Financial Management12,611$523K0.1%+14.2%0.103%
2/9/2026 Schwarz Dygos Wheeler Investment Advisors LLC8,533$354K0.1%-8.4%0.070%
2/6/2026 Addison Advisors LLC23,734$984K0.2%-1.0%0.195%
2/6/2026Larson Financial Group LLC1,423$59K0.0%N/A0.012%
2/6/2026 HighTower 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%
2/3/2026 NewEdge Wealth LLC14,869$617K0.0%+54.4%0.122%
2/3/2026 Sequoia Financial Advisors LLC16,090$667K0.0%+7.4%0.132%
2/2/2026 Triune Financial Partners LLC45,151$2.00M0.5%-2.4%0.370%
2/2/2026 TCI 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%
ALERT: Drop these 5 stocks before the market opens tomorrow! (Ad)

The Wall Street Journal is already raising the alarm about a potential market crash, and Weiss Ratings research points to the first half of 2026 as a particularly rough stretch for certain holdings. Some of America's most popular stocks could take serious damage as a radical market shift plays out. Analysts at Weiss Ratings have identified five names you may want to remove from your portfolio before this unfolds. If any of these are in your portfolio, now is the time to review your positions.tc pixel

See the 5 stocks to avoid
2/2/2026 Planning Center Inc.37,627$1.56M0.2%-8.6%0.308%
1/30/2026 Simplicity Wealth LLC36,298$1.51M0.1%+216.7%0.298%
1/29/2026 Aspen Capital Management LLC18,901$784K0.2%+1.7%0.155%
1/29/2026 Retirement Solution LLC263,432$10.93M2.4%+0.5%2.159%
1/29/2026 Equita Financial Network Inc.28,476$1.18M0.4%+34.2%0.233%
1/28/2026 EnRich 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%
1/26/2026 Asset 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, 172 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 163 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 1,705,813 shares in the last 24 months. This purchase volume represents approximately $70.21M in transactions.

Of the 52 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: Corient Private Wealth LLC ($64.73K), Jane Street Group LLC ($51.91K), 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 325,717 shares in the last 24 months. This volume of shares sold represents approximately $13.41M in transactions.


Related Companies

Institutional ownership data for NYSEARCA:DFSE is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 7/10/2026. New 13F filings are added each quarter as they're published.
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