Who Owns DFSE?
Dimensional - Emerging Markets Sustainability Core 1 ETF — Institutional Ownership & 13F Holdings
$47.04
-0.22 (-0.47%)
Market Cap
$581.7M
Shares Outstanding
11,024,331
Institutional Holders
135
Total Inst. Value
$224.1M
% of Float Held
—
QoQ Holder Change
+82
Institutional data as of Q1 2025
New Positions
41
Closed Positions
10
Increased
47
Decreased
26
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | AWM CAPITAL, LLC | $29.7M | 882,216 |
| 2 | Quantum Financial Advisors, LLC | $19.7M | 583,918 |
| 3 | Abacus Wealth Partners, LLC | $17.7M | 525,544 |
| 4 | Forum Financial Management, LP | $13.3M | 395,611 |
| 5 | Five Oceans AdvisorsNew | $11.2M | 332,401 |
| 6 | Focus Partners Wealth | $10.5M | 312,807 |
| 7 | Citrine Capital LLCNew | $10.2M | 302,513 |
| 8 | Retirement Solution LLC | $8.9M | 262,876 |
| 9 | LongView Asset Management LLC | $7.3M | 217,970 |
| 10 | Adero Partners, LLC | $7.1M | 210,308 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| AWM CAPITAL, LLC | +31K | $29.7M |
| Quantum Financial Advisors, LLC | +33K | $19.7M |
| Abacus Wealth Partners, LLC | +5K | $17.7M |
| Forum Financial Management, LP | +7K | $13.3M |
| Five Oceans AdvisorsNew | +332K | $11.2M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| Wealth Architects, LLC | -54K | $3.9M |
| Heritage Financial Services, LLC | -13K | $2.1M |
| SACHEM HILL LLC | -12K | $2.0M |
| Asset Dedication, LLC | -7K | $2.7M |
| TOWNSQUARE CAPITAL LLC | -6K | $1.9M |
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Frequently Asked Questions
How many institutional investors hold DFSE?
As of Q1 2025, 135 institutional investors report holding DFSE (Dimensional - Emerging Markets Sustainability Core 1 ETF) in their 13F filings.
Which hedge fund owns the most DFSE?
The largest institutional holder of DFSE is AWM CAPITAL, LLC with $29.7M in shares.
Are institutions buying or selling DFSE?
This quarter, 41 institutions opened new positions in DFSE and 10 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.