Free Trial
→ Small Colorado Company (Backed by Sam Altman) Could Save U.S. Power Grid (From Altimetry) (Ad)tc pixel Free DFSE Stock Alerts

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

$47.73 -0.16 (-0.33%)
Closing price 04:10 PM Eastern
Extended Trading
$47.68 -0.05 (-0.10%)
As of 07:30 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.
Compare

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

Number of
Institutional Buyers
(last 12 months)
107
Total
Institutional Inflows
(last 12 months)
$71.48M
Number of
Institutional Sellers
(last 12 months)
50
Total
Institutional Outflows
(last 12 months)
$12.82M
Get DFSE Insider Trade Alerts

Want to know when executives and insiders are buying or selling Dimensional Emerging Markets Sustainability Core 1 ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

DFSE Institutional Buying and Selling by Quarter

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

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/8/2026Farther Finance Advisors LLC69,160$3.34M0.0%+404.9%0.520%
10/8/2026Apella Capital LLC149,864$7.28M0.1%+45.5%1.127%
9/23/2026Envestnet Asset Management Inc.6,414$314K0.0%+20.3%0.049%
9/21/2026Premier Financial Group11,267$551K0.1%N/A0.087%
9/9/2026Sequoia Financial Advisors LLC17,942$877K0.0%+11.5%0.138%
9/9/2026NewEdge Advisors LLC10,868$531K0.0%-7.5%0.084%
9/9/2026XY Planning Network Inc.13,537$662K0.1%+149.2%0.104%
8/27/2026Corient Private Wealth LP53,535$2.62M0.0%-1.6%0.412%
8/22/2026Beacon Hill Wealth Management LTD.24,539$1.20M0.8%N/A0.189%
8/22/2026SeedSafe Financial LLC20,711$1.01M0.7%N/A0.159%
8/22/2026Sensenig Capital Advisors Inc11,942$584K0.5%-7.3%0.092%
8/21/2026Greenspring Advisors LLC91,141$4.46M0.2%-39.4%0.701%
8/20/2026Rehmann Capital Advisory Group10,455$511K0.0%+6.1%0.080%
7/10/2026Heck Capital Advisors LLC10,323$505K0.0%-2.5%0.081%
7/10/2026Fiduciary Financial Group LLC12,550$613K0.1%+13.3%0.098%
7/8/2026Quantum Financial Advisors LLC528,686$25.84M2.2%-3.2%4.130%
7/8/2026Apella Capital LLC102,996$4.88M0.1%+7.8%0.805%
7/7/2026Foster 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%
4/27/2026Flagstone 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%
4/25/2026Physician 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%
4/23/2026Forum Financial Management LP374,559$15.87M0.2%-5.2%2.973%
4/22/2026Citrine Capital LLC328,652$13.93M6.0%+3.2%2.608%
The $15 Gold Fund That Pays Up to $1,152/Month (Ad)

Gold is hitting record highs, but most investors are leaving income on the table. A $15 fund is quietly paying out up to $1,152 a month to regular investors - no mining stocks, no options, no physical metal required. Chief Income Strategist Tim Plaehn calls it a breakthrough strategy that transforms gold's rally into reliable monthly payouts. The next distribution is just days away.tc pixel

Discover the gold income fund before the next payout date
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%
4/20/2026Apella Capital LLC95,547$4.05M0.1%+22.5%0.758%
4/17/2026AdvisorNet Financial Inc8,911$378K0.0%-13.3%0.071%
4/16/2026Henrickson 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%
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%
2/17/2026Wealth 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%
2/13/2026Burton 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%
2/11/2026Petersen 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%
2/9/2026Flagstone 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%
My top 3 AI picks for the next decade (Ad)

Alexander Green bought Apple in 1996, recommended Nvidia at a split-adjusted 66 cents in 2004, and picked up Amazon and Netflix under $3 per share in 2005. Now the chief investment strategist at The Oxford Club has identified three AI stocks he believes could be the most profitable investments of the next decade.tc pixel

Click here to get all three AI stock names from Alexander Green
2/6/2026Larson Financial Group LLC1,423$59K0.0%N/A0.012%
2/6/2026HighTower Advisors LLC12,035$499K0.0%+5.9%0.099%
2/5/2026Mission Wealth Management LP5,097$211K0.0%N/A0.042%
2/5/2026Abacus Wealth Partners LLC341,471$14.16M1.4%+0.3%2.799%
2/5/2026Thrivent Financial for Lutherans128,736$5.34M0.0%N/A1.055%
2/4/2026Drive 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%
2/4/2026Nwam LLC18,107$751K0.0%-5.0%0.148%
2/3/2026NewEdge Wealth LLC14,869$617K0.0%+54.4%0.122%
2/3/2026Sequoia Financial Advisors LLC16,090$667K0.0%+7.4%0.132%


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 1,696,275 shares in the last 24 months. This purchase volume represents approximately $71.48M in transactions.

Of the 50 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: Greenspring Advisors LLC ($59.25K), Jane Street Group LLC ($51.91K), Quantum Financial Advisors LLC ($23.06K), 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 293,721 shares in the last 24 months. This volume of shares sold represents approximately $12.82M 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 10/8/2026. New 13F filings are added each quarter as they're published.
From Our Partners
ALERT: Drop these 5 stocks before the market opens tomorrow!
The Wall Street Journal is already raising the alarm about a potential market crash, and Weiss Ratings researc...
Weiss Ratings | Sponsoredtc pixel
Trump's New Dollar
Porter Stansberry says President Trump has signed an executive order initiating what he calls a full U.S. doll...
Porter & Company | Sponsoredtc pixel
Small Colorado Company (Backed by Sam Altman) Could Save U.S. Power Grid
A small Colorado company has secured rights to technology that could prevent the U.S. public power grid from c...
Altimetry | Sponsoredtc pixel
Ready to give options a try? Your first trade (Ticker included) -INSIDE
Tired of trying tactic after tactic when it comes to options trades... only to be met with market noise and st...
Base Camp Trading | Sponsoredtc pixel
The end may be near for these iconic stocks
Marc Chaikin, founder of Chaikin Analytics, says two forces - AI disruption and fracturing global trade - are ...
Chaikin Analytics | Sponsoredtc pixel
Louis Navellier: My #1 AI stock for 2026 (name & ticker inside)
Louis Navellier's Stock Grader system helped him flag Nvidia before its 82,000% run and has identified the top...
InvestorPlace | Sponsoredtc pixel
Here’s the stock symbol I’ve promised
Whitney Tilson of Stansberry Research has long recommended Berkshire Hathaway as a core retirement holding - b...
Stansberry Research | Sponsoredtc pixel
Bank of America: 'Digital Dollar Inevitable'
Bank of America just revealed your expiration date. In their Bloomberg interview, they didn't just predict the...
Decentralized Masters | Sponsoredtc pixel