DIMENSIONAL EM SUS CORE1 ETF DFSE
$47.42
-1.0% 52w: $35.58 – $50.71
Latest 13F among current holders filed 32 days ago (Jun 3, 2026)
Price — last 12 months
research preview data35.5843.1550.71
Jun 20, 2025 Jul 2, 2026
Institutional holders
173
+10 QoQ
13F value
$380.5M
+7.5% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns DFSE?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| AWM CAPITAL, LLC | Wealth advisor | 760.7K | $32.2M | 2.9% | +6.1% |
| MASECO LLP | Wealth advisor | 588.4K | $24.9M | 0.8% | +2.6% |
| Pathstone Holdings, LLC | Diversified mechanical | 570.4K | $24.2M | 0.1% | +10.7% |
| Focus Partners Wealth | Wealth advisor | 537.0K | $23.8M | 0.0% | +0.7% |
| Quantum Financial Advisors, LLC | Wealth advisor | 546.2K | $23.1M | 2.6% | -2.0% |
| Five Oceans Advisors | Wealth advisor | 438.3K | $18.6M | 6.7% | +1.1% |
| Forum Financial Management, LP | Wealth advisor | 374.6K | $15.9M | 0.2% | -5.2% |
| Abacus Wealth Partners, LLC | Wealth advisor | 340.4K | $14.4M | 1.3% | -0.3% |
| Citrine Capital LLC | Wealth advisor | 328.7K | $13.9M | 6.0% | +3.2% |
| EP Wealth Advisors, LLC | Wealth advisor | 307.2K | $13.0M | 0.1% | +2730.1% |
| Retirement Solution LLC | Wealth advisor | 260.4K | $11.0M | 2.6% | -1.1% |
| Savant Capital, LLC | Wealth advisor | 214.6K | $9.1M | 0.0% | +56.3% |
| Wealth Architects, LLC | Wealth advisor | 156.2K | $6.6M | 0.6% | -1.0% |
| Greenspring Advisors, LLC | Wealth advisor | 150.4K | $6.4M | 0.4% | +0.4% |
| SACHEM HILL LLC | Wealth advisor | 136.1K | $5.8M | 1.1% | +6.6% |
| Elser Financial Planning, Inc | Other | 126.7K | $5.3M | 0.3% | New |
| Pure Financial Advisors, LLC | Wealth advisor | 107.8K | $4.6M | 0.1% | -1.1% |
| Apella Capital, LLC | Wealth advisor | 95.5K | $4.5M | 0.1% | +22.5% |
| Francis Financial, Inc. | Wealth advisor | 105.0K | $4.4M | 0.8% | -2.2% |
| Balanced Rock Investment Advisors LLC | Wealth advisor | 88.9K | $3.8M | 2.6% | -0.8% |
| JANE STREET GROUP, LLC | Market maker | 86.5K | $3.7M | 0.0% | +272.0% |
| TCI Wealth Advisors, Inc. | Wealth advisor | 85.0K | $3.6M | 0.2% | 0.0% |
| Allodium Investment Consultants, LLC | Wealth advisor | 77.4K | $3.3M | 1.6% | +1.9% |
| DRIVE WEALTH MANAGEMENT, LLC | Other | 74.4K | $3.2M | 0.7% | +12.6% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Wealth advisor | 73.0K | $3.1M | 0.0% | -13.7% |
| MERCER GLOBAL ADVISORS INC /ADV | Wealth advisor | 72.0K | $3.1M | 0.0% | +36.9% |
| RAM Investment Partners, LLC | Wealth advisor | 71.0K | $3.0M | 0.5% | +4.7% |
| New Capital Management LP | Wealth advisor | 68.3K | $2.9M | 0.7% | -8.1% |
| Asset Dedication, LLC | Wealth advisor | 65.5K | $2.8M | 0.2% | -23.2% |
| OneDigital Investment Advisors LLC | Wealth advisor | 64.7K | $2.7M | 0.0% | +1.9% |
| Perigon Wealth Management, LLC | Wealth advisor | 59.5K | $2.5M | 0.0% | +12.8% |
| QUARRY HILL ADVISORS, LLC | Wealth advisor | 50.0K | $2.4M | 1.0% | +3.8% |
| HILL ISLAND FINANCIAL LLC | Wealth advisor | 55.2K | $2.3M | 0.6% | -0.6% |
| Focus Partners Advisor Solutions, LLC | Wealth advisor | 55.1K | $2.3M | 0.0% | +1.5% |
| Navigoe, LLC | Wealth advisor | 55.1K | $2.3M | 1.4% | Held |
| GOLDMAN SACHS GROUP INC | Bank broker | 50.0K | $2.1M | 0.0% | New |
| Beacon Pointe Advisors, LLC | Wealth advisor | 49.8K | $2.1M | 0.0% | +8.7% |
| Klaas Financial Asset Advisors, LLC | Wealth advisor | 48.1K | $2.0M | 0.3% | -1.1% |
| Corient Private Wealth LLC | Diversified mechanical | 54.4K | $1.9M | 0.0% | -38.7% |
| Triune Financial Partners, LLC | Wealth advisor | 45.3K | $1.9M | 0.5% | +0.3% |
| Equita Financial Network, Inc. | Wealth advisor | 44.3K | $1.9M | 0.6% | +55.7% |
| Longview Financial Advisors LLC | Wealth advisor | 37.5K | $1.6M | 0.9% | +4.1% |
| Planning Center, Inc. | Wealth advisor | 36.4K | $1.5M | 0.2% | -3.3% |
| Cordant, Inc. | Wealth advisor | 35.0K | $1.5M | 0.6% | +10.4% |
| Simplicity Wealth,LLC | Wealth advisor | 34.7K | $1.5M | 0.1% | -4.5% |
| RW Investment Management LLC | Wealth advisor | 33.0K | $1.4M | 0.1% | — |
| FLOW TRADERS U.S. LLC | Market maker | 32.6K | $1.4M | 0.0% | New |
| Truepoint, Inc. | Wealth advisor | 32.0K | $1.4M | 0.0% | +0.9% |
| OLD MISSION CAPITAL LLC | Wealth advisor | 31.9K | $1.3M | 0.0% | New |
| Betterment LLC | Wealth advisor | 30.9K | $1.3M | 0.0% | +3.4% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.