Who Owns Dimensional - Emerging Markets Sustainability Core 1 ETF (DFSE)?Hedge Fund & Institutional Holders

$42.37-0.08 (-0.19%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$2.973423777231172e+201T

% of Float Held

—

QoQ Change in Holders

+15 / -3

Price History

$29.79$34.13$38.47$42.81$47.15Sep 24Jun 25Mar 26

DFSE — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
AWM CAPITAL, LLCNew Position+717K+$29.7M
Five Oceans AdvisorsNew Position+434K+$18.0M
Forum Financial Management, LPNew Position+395K+$16.4M
Citrine Capital LLCNew Position+318K+$13.2M
Retirement Solution LLCNew Position+263K+$10.9M
Greenspring Advisors, LLCNew Position+150K+$6.2M
SACHEM HILL LLCNew Position+128K+$5.3M
Savant Capital, LLCNew Position+137K+$5.0M
THRIVENT FINANCIAL FOR LUTHERANSNew Position+129K+$5.0M
Pure Financial Advisors, LLCNew Position+109K+$4.5M
Francis Financial, Inc.New Position+107K+$4.5M
WEALTH ENHANCEMENT ADVISORY SERVICES, LLCNew Position+85K+$3.6M
Apella Capital, LLCNew Position+78K+$3.2M
RAM Investment Partners, LLCNew Position+68K+$2.8M
DRIVE WEALTH MANAGEMENT, LLCNew Position+66K+$2.7M

DFSE — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
Quantum Financial Advisors, LLCDecreased-6K-$23.1B
Focus Partners WealthDecreased-9K-$22.3B
Willow Creek Wealth Management Inc.Closed Position-166K-$6.8B
Allodium Investment Consultants, LLCDecreased-239-$3.1B
JANE STREET GROUP, LLCDecreased-52K-$3.1B
New Capital Management LPDecreased-568-$3.1B
BRIGHTON JONES LLCClosed Position-73K-$3.0B
OneDigital Investment Advisors LLCDecreased-2K-$2.7B
Focus Partners Advisor Solutions, LLCDecreased-8K-$2.6B
RW Investment Management LLCClosed Position-31K-$1.3B
Addison Advisors LLCDecreased-240-$984.1M
Momentous Wealth Management, Inc.Decreased-198-$872.5M
Farther Finance Advisors, LLCDecreased-3K-$666.0M
Syverson Strege & CoDecreased-506-$583.4M
LPL Financial LLCDecreased-290-$508.3M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1AWM CAPITAL, LLC716,841$29.7M2.70%Share
2MASECO LLP573,639$23.8M1.04%Share
3Quantum Financial Advisors, LLC557,319$23.1M2.60%Share
4Focus Partners Wealth533,465$22.0M0.03%Share
5Pathstone Holdings, LLC515,409$21.0M0.08%Share
6Five Oceans Advisors433,525$18.0M6.35%Share
7Forum Financial Management, LP395,289$16.4M0.21%Share
8Abacus Wealth Partners, LLC341,471$14.2M1.39%Share
9Citrine Capital LLC318,401$13.2M6.13%Share
10LongView Asset Management LLC293,983$12.2M8.50%Share
11Retirement Solution LLC263,432$10.9M2.42%Share
12Wealth Architects, LLC157,775$6.5M0.59%Share
13Greenspring Advisors, LLC149,790$6.2M0.38%Share
14SACHEM HILL LLC127,682$5.3M1.03%Share
15Savant Capital, LLC137,352$5.0M0.03%Share
16THRIVENT FINANCIAL FOR LUTHERANS128,736$5.0M0.01%Share
17Pure Financial Advisors, LLC109,056$4.5M0.07%Share
18Francis Financial, Inc.107,308$4.5M0.87%Share
19Balanced Rock Investment Advisors LLC89,609$3.7M2.64%Share
20WEALTH ENHANCEMENT ADVISORY SERVICES, LLC84,618$3.6M0.00%Share
21Asset Dedication, LLC85,379$3.5M0.23%Share
22TCI Wealth Advisors, Inc.85,045$3.5M0.19%Share
23Apella Capital, LLC78,019$3.2M0.06%Share
24Allodium Investment Consultants, LLC75,996$3.2M1.60%Share
25New Capital Management LP74,312$3.1M0.77%Share
26RAM Investment Partners, LLC67,844$2.8M0.51%Share
27DRIVE WEALTH MANAGEMENT, LLC66,064$2.7M0.53%Share
28Heritage Financial Services, LLC59,733$2.5M0.21%Share
29HILL ISLAND FINANCIAL LLC55,524$2.3M0.55%Share
30Navigoe, LLC55,132$2.3M1.41%Share
31Perigon Wealth Management, LLC52,781$2.2M0.04%Share
32Klaas Financial Asset Advisors, LLC48,601$2.0M0.29%Share
33Triune Financial Partners, LLC45,151$2.0M0.47%Share
34OneDigital Investment Advisors LLC63,481$2.0M0.02%Share
35MERCER GLOBAL ADVISORS INC /ADV52,603$2.0M0.00%Share
36Focus Partners Advisor Solutions, LLC54,346$2.0M0.02%Share
37QUARRY HILL ADVISORS, LLC48,215$2.0M0.93%Share
38Corient Private Wealth LLC44,105$1.8M0.00%Share
39Henrickson Nauta Wealth Advisors, Inc.38,106$1.6M0.24%Share
40Planning Center, Inc.37,627$1.6M0.16%Share
41Simplicity Wealth,LLC36,298$1.5M0.09%Share
42Longview Financial Advisors LLC35,991$1.5M0.82%Share
43Truepoint, Inc.31,689$1.3M0.03%Share
44Cordant, Inc.31,660$1.3M0.55%Share
45Betterment LLC29,875$1.2M0.00%Share
46Cambridge Financial Group, LLC33,830$1.2M0.41%Share
47Equita Financial Network, Inc.28,476$1.2M0.36%Share
48Burton Enright Welch26,810$1.1M0.16%Share
49Beacon Pointe Advisors, LLC45,798$1.0M0.01%Share
50Cerity Partners LLC28,584$1.0M0.00%Share

DFSE Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025161$341.7M+80
Q3 202581$177.9B-55
Q2 2025136$312.3B+1
Q1 2025135$232.7B+31
Q4 2024104$11.5T+35
Q3 202469$42.2T+7
Q2 202462$39.6T+8
Q1 202454$26.4T—

Similar Stocks by Institutional Ownership

1306.T

NEXT FUNDS TOPIX Exchange Traded Fund

152100.KS

PLUS 200

102780.KS

Kodex Samsung Group

1591.T

NEXT FUNDS JPX-Nikkei Index 400 Exchange Traded Fund

VOO

Vanguard S&P 500 ETF

OAKI

Oakmark International Large Cap ETF

BCTK

Baron Technology ETF

JPM

JPMorgan Chase & Co.

As of Q4 2025, 50 institutional investors hold DFSE (Dimensional - Emerging Markets Sustainability Core 1 ETF). The largest holder is AWM CAPITAL, LLC with $29.7M in shares. This quarter, 15 institutions opened new positions and 3 closed their positions.

Frequently Asked Questions

How many hedge funds own DFSE?

As of Q4 2025, 50 institutional investors report holding DFSE (Dimensional - Emerging Markets Sustainability Core 1 ETF) in their 13F filings.

Who is the largest institutional holder of DFSE?

The largest institutional holder of DFSE is AWM CAPITAL, LLC with $29.7M in shares.

Is institutional ownership of DFSE increasing or decreasing?

This quarter, 15 institutions opened new positions in DFSE and 3 closed their positions.