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

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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)
65
Total
Institutional Inflows
(last 12 months)
$82.02M
Number of
Institutional Sellers
(last 12 months)
11
Total
Institutional Outflows
(last 12 months)
$2.93M
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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
4/29/2024RAM Investment Partners LLC25,425$819K0.3%+9.1%0.348%
4/26/2024 Quarry Hill Advisors LLC20,013$644K0.5%+13.4%0.274%
4/26/2024 Quantum Financial Advisors LLC549,605$17.70M3.1%-3.0%7.529%
4/26/2024 LifePro Asset Management6,838$220K0.1%N/A0.094%
4/24/2024 Waypoint Wealth Partners Inc.14,474$466K0.1%+42.8%0.198%
4/23/2024 Creative Capital Management Investments LLC7,377$238K0.1%+61.2%0.101%
4/22/2024 Drive Wealth Management LLC53,470$1.72M0.5%+19.6%0.732%
4/20/2024 BetterWealth LLC18,652$601K0.2%+3.8%0.256%
4/19/2024 AWM Capital LLC536,446$17.27M2.9%+20.9%7.349%
4/18/2024 Francis Financial Inc.86,755$2.79M0.9%+17.1%1.735%
4/18/2024 Advisory Services & Investments LLC8,013$258K0.2%N/A0.160%
4/17/2024 Criterion Capital Advisors LLC996$32K0.0%+361.1%0.020%
4/16/2024 Wealth Enhancement Advisory Services LLC90,941$2.93M0.0%+8.6%1.819%
4/15/2024 Henrickson Nauta Wealth Advisors Inc.10,266$332K0.1%+3.3%0.205%
4/12/2024 AdvisorNet Financial Inc7,961$256K0.0%-51.1%0.159%
4/10/2024 Apella Capital LLC25,137$824K0.0%+180.6%0.503%
4/10/2024 Abacus Wealth Partners LLC405,916$13.07M2.2%+1.2%8.118%
4/9/2024 New Capital Management LP56,893$1.83M0.5%-5.3%1.138%
2/14/2024Syverson Strege & Co10,535$333K0.1%N/A0.211%
2/14/2024Elevate Wealth Advisory Inc.1,082$34K0.0%N/A0.022%
2/13/2024Belpointe Asset Management LLC10,806$342K0.0%N/A0.216%
2/12/2024Adero Partners LLC133,493$4.22M0.4%+15.0%2.670%
2/9/2024Seven Mile Advisory20,727$655K0.6%+1.6%0.415%
2/9/2024 AWM Capital LLC443,598$14.03M2.6%+14.4%8.872%
2/9/2024Corient Private Wealth LLC61,331$1.94M0.0%N/A1.227%
2/8/2024 Quarry Hill Advisors LLC17,654$558K0.5%+90.9%0.353%
2/8/2024MB Generational Wealth LLC18,772$594K0.6%N/A0.375%
2/7/2024Forum Financial Management LP305,499$9.66M0.2%+65.0%6.110%
2/7/2024 Abacus Wealth Partners LLC401,087$12.68M2.1%+18.1%8.022%
2/6/2024DiNuzzo Private Wealth Inc.12,191$386K0.1%N/A0.244%
2/5/2024Savant Capital LLC75,117$2.38M0.0%+123.2%1.502%
2/5/2024Brighton Jones LLC37,073$1.17M0.0%+142.8%0.741%
2/5/2024Schwarz Dygos Wheeler Investment Advisors LLC8,217$260K0.1%+11.2%0.164%
2/2/2024Addison Advisors LLC6,480$205K0.1%+27.3%0.130%
2/2/2024Heritage Financial Services LLC76,851$2.43M0.4%+1.1%1.537%
2/2/2024Retirement Solution Inc.121,580$3.85M1.1%+2.3%2.432%
2/2/2024Morling Financial Advisors LLC12,757$403K0.3%N/A0.255%
1/29/2024Grand Wealth Management LLC7,395$234K0.1%-6.0%0.148%
1/29/2024 Schoolcraft Capital LLC42,787$1.35M0.3%+55.7%0.856%
1/29/2024Cook Wealth Management Group LLC29,635$904K0.6%N/A0.593%
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1/29/2024Perigon Wealth Management LLC22,056$698K0.0%N/A0.441%
1/24/2024 Northland Capital Management LLC22,717$718K0.5%+2.5%0.454%
1/23/2024 BetterWealth LLC17,962$568K0.2%+2.2%0.359%
1/23/2024 Cordant Inc.30,215$956K0.6%+14.1%0.604%
1/23/2024 Planning Center Inc.40,785$1.29M0.3%+39.5%0.816%
1/22/2024 Drive Wealth Management LLC44,719$1.41M0.5%+12.3%0.894%
1/22/2024 Five Oceans Advisors317,196$10.03M5.6%+6.8%6.344%
1/19/2024 Trellis Wealth Advisors LLC12,972$410K0.2%-46.8%0.259%
1/19/2024 New Capital Management LP60,100$1.90M0.6%+56.6%1.202%
1/18/2024Hill Investment Group Partners LLC6,836$216K0.0%N/A0.137%
1/18/2024 Francis Financial Inc.74,107$2.34M1.0%+6.6%1.482%
1/18/2024 North Ridge Wealth Advisors Inc.11,294$357K0.3%-17.4%0.226%
1/12/2024 Henrickson Nauta Wealth Advisors Inc.9,941$314K0.2%+37.8%0.199%
1/9/2024 Quantum Financial Advisors LLC566,705$17.92M4.4%-3.9%11.334%
1/8/2024RAM Investment Partners LLC23,312$737K0.3%+23.3%0.466%
1/5/2024 Apella Capital LLC8,959$277K0.0%N/A0.179%
11/30/2023Modera Wealth Management LLC22,440$660K0.0%+2.5%0.449%
11/29/2023 Quantum Financial Advisors LLC589,921$17.34M5.1%+0.9%11.798%
11/20/2023Willow Creek Wealth Management Inc.42,828$1.26M0.2%+4.2%0.857%
11/16/2023Orion Capital Management LLC3,425$101K0.1%N/A0.069%
11/13/2023 Asset Dedication LLC52,751$1.55M0.1%+24.7%1.055%
11/13/2023 Abacus Wealth Partners LLC339,513$9.98M3.1%+5.4%6.790%
11/9/2023Grand Wealth Management LLC7,870$231K0.1%+9.6%0.157%
11/8/2023Pathstone Family Office LLC59,658$1.75M0.0%+479.4%1.193%
11/7/2023 AWM Capital LLC387,831$11.40M2.3%+101.4%7.757%
11/7/2023Addison Advisors LLC5,090$150K0.1%N/A0.102%
11/7/2023Atria Investments Inc39,813$1.17M0.0%N/A0.796%
11/7/2023Savant Capital LLC33,657$989K0.0%N/A0.673%
11/6/2023Forum Financial Management LP185,129$5.44M0.1%+67.4%3.703%
11/3/2023 Quarry Hill Advisors LLC9,250$272K0.2%+31.3%0.185%
11/1/2023Nwam LLC18,088$532K0.1%+122.5%0.362%
10/31/2023 Cordant Inc.26,478$778K0.5%+20.5%0.530%
10/31/2023 Wolff Wiese Magana LLC1,543$45K0.0%-39.9%0.031%
10/26/2023 Planning Center Inc.29,228$859K0.2%+18.4%0.585%
10/26/2023Brighton Jones LLC15,267$449K0.0%+29.5%0.305%
10/25/2023 Francis Financial Inc.69,488$2.04M1.1%+30.6%1.390%
10/23/2023 Waypoint Wealth Partners Inc.10,134$298K0.1%+8.4%0.203%
10/23/2023 Trellis Wealth Advisors LLC24,387$717K0.5%N/A0.488%
10/19/2023Heritage Financial Services LLC76,008$2.23M0.4%+2.4%1.520%
10/17/2023 Northland Capital Management LLC22,167$651K0.4%-28.5%0.443%
10/17/2023 Five Oceans Advisors297,028$8.73M5.6%+6.1%5.941%
10/13/2023RAM Investment Partners LLC18,912$556K0.2%-12.6%0.378%
10/13/2023Retirement Solution Inc.118,876$3.49M1.2%+4.6%2.378%
10/12/2023 New Capital Management LP38,381$1.13M0.4%N/A0.768%
10/12/2023 AdvisorNet Financial Inc16,212$476K0.0%-5.3%0.324%
10/11/2023AE Wealth Management LLC119,092$3.50M0.0%+4.7%2.382%
10/11/2023 Drive Wealth Management LLC39,813$1.17M0.4%N/A0.796%
9/29/2023 Schoolcraft Capital LLC27,477$836K0.2%N/A0.550%
9/13/2023 AWM Capital LLC192,566$5.86M1.4%+148.5%3.851%
8/28/2023Willow Creek Wealth Management Inc.41,115$1.25M0.2%+34.1%0.822%
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8/22/2023 Asset Dedication LLC42,286$1.29M0.1%+213.4%0.846%
8/15/2023RAM Investment Partners LLC21,631$658K0.3%-30.6%0.433%
8/14/2023Buckingham Strategic Partners16,787$511K0.0%+13.1%0.336%
8/11/2023Buckingham Strategic Wealth LLC10,944$333K0.0%N/A0.219%
8/11/2023Schwarz Dygos Wheeler Investment Advisors LLC7,220$220K0.1%N/A0.144%
8/11/2023Hill Investment Group Partners LLC6,784$207K0.0%N/A0.136%
8/10/2023 Quantum Financial Advisors LLC584,649$17.80M5.2%-0.5%11.693%
8/10/2023Nwam LLC8,131$248K0.0%N/A0.163%
8/8/2023Truepoint Inc.19,199$584K0.0%+7.5%0.384%
8/7/2023Modera Wealth Management LLC21,892$666K0.0%N/A0.438%
(Data available from 1/1/2016 forward)

DFSE Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of DFSE shares?

During the previous two years, 74 institutional investors and hedge funds held shares of Dimensional Emerging Markets Sustainability Core 1 ETF. The most heavily invested institutionals were Dimensional Fund Advisors LP ($11.27B), Quantum Financial Advisors LLC ($17.70M), AWM Capital LLC ($17.27M), Abacus Wealth Partners LLC ($13.07M), Five Oceans Advisors ($10.03M), Forum Financial Management LP ($9.66M), and OLD Mission Capital LLC ($8.33M).Learn more on DFSE's institutional investors.

Which institutional investors have been buying Dimensional Emerging Markets Sustainability Core 1 ETF stock?

Of the 74 institutional investors that purchased Dimensional Emerging Markets Sustainability Core 1 ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Quantum Financial Advisors LLC ($592.98K), AWM Capital LLC ($492.04K), Abacus Wealth Partners LLC ($405.92K), Dimensional Fund Advisors LP ($400K), Five Oceans Advisors ($317.20K), Forum Financial Management LP ($305.50K), and OLD Mission Capital LLC ($295.53K).

How much institutional buying is happening at Dimensional Emerging Markets Sustainability Core 1 ETF?

Institutional investors have bought a total of 4,990,598 shares in the last 24 months. This purchase volume represents approximately $148.32M in transactions.

Which Dimensional Emerging Markets Sustainability Core 1 ETF major shareholders have been selling company stock?

Of the 12 institutional investors that sold Dimensional Emerging Markets Sustainability Core 1 ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Quantum Financial Advisors LLC ($43.37K), RAM Investment Partners LLC ($12.28K), Trellis Wealth Advisors LLC ($11.42K), AdvisorNet Financial Inc ($9.25K), Northland Capital Management LLC ($8.83K), New Capital Management LP ($3.21K), and North Ridge Wealth Advisors Inc. ($2.39K).

How much institutional selling is happening at Dimensional Emerging Markets Sustainability Core 1 ETF?

Institutional investors have sold a total of 94,275 shares in the last 24 months. This volume of shares sold represents approximately $2.95M in transactions.


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This page (NYSEARCA:DFSE) was last updated on 4/29/2024 by MarketBeat.com Staff

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