Free Trial
→ The stealth altcoin the financial world is underestimating (From Crypto 101 Media) (Ad) Free DFSE Stock Alerts

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

$37.94 -0.19 (-0.50%)
Closing price 08/1/2025 04:10 PM Eastern
Extended Trading
$37.91 -0.03 (-0.08%)
As of 08/1/2025 04:10 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 Polygon.io. 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)
111
Total
Institutional Inflows
(last 12 months)
$115.56M
Number of
Institutional Sellers
(last 12 months)
38
Total
Institutional Outflows
(last 12 months)
$35.59M
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.

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 to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/1/2025Equita Financial Network Inc.12,747$485K0.2%+93.9%0.116%
8/1/2025Cobblestone Capital Advisors LLC NY5,422$206K0.0%N/A0.049%
8/1/2025Red Lighthouse Investment Management LLC1,224$47K0.0%+28.2%0.011%
8/1/2025Envestnet Asset Management Inc.6,315$240K0.0%N/A0.057%
7/31/2025 Orion Capital Management LLC2,315$88K0.0%-12.0%0.021%
7/31/2025 Schoolcraft Capital LLC148,343$5.65M1.2%+154.6%1.349%
7/31/2025 Brighton Jones LLC71,492$2.72M0.1%+10.9%0.650%
7/31/2025 Aspen Capital Management LLC18,254$695K0.2%N/A0.166%
7/31/2025 Focus Partners Advisor Solutions LLC46,573$1.77M0.0%-2.6%0.423%
7/31/2025 Curio Wealth LLC1,180$45K0.0%+58,900.0%0.011%
7/31/2025 Cardinal Point Capital Management ULC19,500$742K0.1%-15.2%0.177%
7/31/2025 Planning Center Inc.42,127$1.60M0.2%+3.1%0.383%
7/30/2025 EnRich Financial Partners LLC9,285$353K0.1%-9.4%0.084%
7/30/2025 Forum Financial Management LP396,139$15.08M0.2%+0.1%3.601%
7/30/2025 Parcion Private Wealth LLC10,097$384K0.0%+19.5%0.092%
7/30/2025 Blume Capital Management Inc.800$30K0.0%+166.7%0.007%
7/30/2025 Mills Wealth Advisors LLC5,268$200K0.1%N/A0.048%
7/30/2025 Drive Wealth Management LLC57,274$2.18M0.5%+2.0%0.521%
7/29/2025 Wealthstream Advisors Inc.12,892$491K0.1%+6.2%0.117%
7/29/2025 Flagstone Financial Management8,359$318K0.1%+11.0%0.076%
7/28/2025 Harbour Investments Inc.9,453$360K0.0%+5.4%0.086%
7/25/2025 Wealth Architects LLC141,811$5.40M0.5%+17.3%1.289%
7/25/2025 RHS Financial LLC9,308$354K0.2%-19.3%0.085%
7/24/2025 Wealth Advisors Northwest LLC6,631$252K0.1%+4.1%0.060%
7/23/2025 Quarry Hill Advisors LLC30,796$1.17M0.7%+7.0%0.280%
7/22/2025 AWM Capital LLC627,225$23.87M2.5%-28.9%5.702%
7/22/2025 Hill Island Financial LLC55,089$2.10M0.6%N/A0.501%
7/21/2025 Creative Capital Management Investments LLC9,657$368K0.1%-2.7%0.088%
7/18/2025 Tanager Wealth Management LLP6,074$231K0.0%N/A0.055%
7/18/2025 Pure Financial Advisors LLC72,913$2.78M0.0%+64.2%0.663%
7/18/2025 Citrine Capital LLC305,892$11.64M6.2%+1.1%2.781%
7/18/2025 Bridge Generations Wealth Management LLC4,884$186K0.1%-54.0%0.044%
7/17/2025 Elser Financial Planning Inc124,892$4.79M0.3%N/A1.135%
7/17/2025 Vermillion Wealth Management Inc.4,102$156K0.1%+6.8%0.037%
7/17/2025 Willow Creek Wealth Management Inc.163,365$6.22M0.6%-10.4%1.485%
7/16/2025 Jentner Corp8,551$325K0.1%+3.3%0.078%
7/16/2025 Five Oceans Advisors351,894$13.39M5.7%+5.9%3.199%
7/16/2025 TCI Wealth Advisors Inc.46,837$1.78M0.1%N/A0.426%
7/16/2025 Perigon Wealth Management LLC43,944$1.67M0.0%+2.2%0.399%
7/15/2025 Level Financial Advisors7,996$304K0.1%+8.4%0.073%
This Social Security Shift Could Boost Benefits by 400% (Ad)

If you currently collect Social Security—or plan to in the future—this may be one of the most important updates you'll ever see. A new initiative, linked to President Trump's Executive Order #14196, has the potential to do more than just protect Social Security from collapse... According to renowned investor Louis Navellier, it could increase benefits by as much as 400%.

Click here to watch the urgent briefing now — before this opportunity disappears.
7/15/2025 Maseco LLP548,175$20.86M0.8%N/A4.983%
7/15/2025 Cordant Inc.32,121$1.22M0.6%-3.0%0.292%
7/14/2025 AdvisorNet Financial Inc11,592$441K0.0%+9.7%0.105%
7/14/2025 Northland Capital Management LLC21,400$814K0.5%+1.5%0.195%
7/14/2025 Abacus Wealth Partners LLC336,694$12.82M2.0%-35.9%3.061%
7/14/2025 Sellwood Investment Partners LLC7,261$276K0.1%N/A0.066%
7/11/2025 Quantum Financial Advisors LLC573,927$21.84M3.0%-1.7%5.218%
7/11/2025 Farther Finance Advisors LLC16,222$617K0.0%+1.7%0.147%
7/10/2025 Klaas Financial Asset Advisors LLC49,829$1.90M0.3%+8.4%0.453%
7/10/2025 Waypoint Wealth Partners Inc.30,733$1.17M0.3%+34.0%0.279%
7/10/2025 Wealth Enhancement Advisory Services LLC96,572$3.71M0.0%-3.2%0.878%
7/8/2025 Apella Capital LLC51,928$1.97M0.1%+8.5%0.472%
7/7/2025 New Capital Management LP74,936$2.85M0.8%+8.2%0.681%
7/3/2025 Fiduciary Financial Group LLC8,849$337K0.1%+7.0%0.081%
5/20/2025Focus Partners Wealth312,807$10.54M0.0%+1,844.2%2.870%
5/19/2025Jane Street Group LLC201,069$6.77M0.0%+539.4%1.845%
5/15/2025EP Wealth Advisors LLC21,139$712K0.0%+9.0%0.194%
5/15/2025 Focus Partners Advisor Solutions LLC47,794$1.61M0.0%+25.7%0.438%
5/15/2025Betterment LLC20,819$701K0.0%+18.2%0.191%
5/14/2025 Heritage Financial Services LLC60,881$2.05M0.2%-17.6%0.559%
5/13/2025RW Investment Management LLC27,429$924K0.1%-10.5%0.252%
5/13/2025Francis Financial Inc.119,335$4.02M1.0%-1.0%1.095%
5/13/2025 Heck Capital Advisors LLC11,522$388K0.0%N/A0.106%
5/12/2025Balanced Rock Investment Advisors LLC87,112$2.93M2.3%+3.7%0.799%
5/12/2025Townsquare Capital LLC56,127$1.89M0.0%-9.4%0.515%
5/12/2025Truepoint Inc.33,140$1.12M0.0%+3.4%0.304%
5/9/2025 Chicago Partners Investment Group LLC6,772$234K0.0%+5.8%0.062%
5/9/2025North Ridge Wealth Advisors Inc.12,529$422K0.3%-4.0%0.115%
5/9/2025Navigoe LLC34,734$1.17M1.0%-3.5%0.319%
5/8/2025Momentous Wealth Management Inc.20,055$675K0.5%+16.8%0.184%
5/8/2025 Abacus Wealth Partners LLC525,544$17.70M2.7%+1.0%4.822%
5/8/2025Modera Wealth Management LLC16,842$567K0.0%-4.2%0.155%
5/8/2025 Delap Wealth Advisory LLC7,754$261K0.1%N/A0.071%
5/7/2025 AWM Capital LLC882,216$29.71M3.5%+3.6%8.094%
5/7/2025 Drive Wealth Management LLC56,127$1.89M0.4%-6.9%0.515%
5/6/2025 Grand Wealth Management LLC6,531$220K0.1%-6.3%0.060%
5/6/2025Morling Financial Advisors LLC19,945$672K0.2%+34.4%0.183%
5/5/2025Parkworth Wealth Management Inc.3,273$110K0.1%+19.0%0.030%
5/5/2025Nwam LLC23,067$777K0.1%+4.6%0.212%
5/2/2025 Forum Financial Management LP395,611$13.32M0.2%+1.7%3.629%
5/2/2025MB Generational Wealth LLC16,780$565K0.4%-5.1%0.154%
5/2/2025 Parcion Private Wealth LLC8,448$285K0.0%+7.0%0.078%
5/1/2025Asset Dedication LLC80,193$2.70M0.2%-8.4%0.736%
4/29/2025Financial Counselors Inc.7,499$253K0.0%-13.7%0.069%
4/29/2025von Borstel & Associates Inc.4,909$165K0.0%N/A0.045%
4/29/2025 New Capital Management LP69,258$2.33M0.7%+11.3%0.635%
4/28/2025North Capital Inc.2,000$67K0.1%N/A0.018%
4/28/2025Equita Financial Network Inc.6,573$221K0.1%N/A0.060%
4/28/2025 Quarry Hill Advisors LLC28,787$970K0.6%+25.8%0.264%
4/28/2025 BetterWealth LLC13,640$459K0.1%-23.7%0.125%
This Social Security Shift Could Boost Benefits by 400% (Ad)

If you currently collect Social Security—or plan to in the future—this may be one of the most important updates you'll ever see. A new initiative, linked to President Trump's Executive Order #14196, has the potential to do more than just protect Social Security from collapse... According to renowned investor Louis Navellier, it could increase benefits by as much as 400%.

Click here to watch the urgent briefing now — before this opportunity disappears.
4/25/2025 EnRich Financial Partners LLC10,254$345K0.1%+6.1%0.094%
4/25/2025Root Financial Partners LLC6,739$227K0.0%N/A0.062%
4/24/2025 Klaas Financial Asset Advisors LLC45,971$1.55M0.3%+25.7%0.434%
4/23/2025Allodium Investment Consultants LLC61,119$2.06M1.5%+4.4%0.577%
4/23/2025 Sequoia Financial Advisors LLC15,056$507K0.0%N/A0.142%
4/23/2025 Pure Financial Advisors LLC44,405$1.50M0.0%+39.1%0.419%
4/23/2025 Perigon Wealth Management LLC43,018$1.45M0.0%+11.7%0.406%
4/23/2025 Northland Capital Management LLC21,093$710K0.5%-9.4%0.199%
4/23/2025RAM Investment Partners LLC56,623$1.91M0.5%+6.5%0.534%
4/23/2025 Citrine Capital LLC302,513$10.19M6.4%+6.2%2.854%
(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, 141 institutional investors and hedge funds held shares of Dimensional Emerging Markets Sustainability Core 1 ETF. The most heavily invested institutionals were AWM Capital LLC ($23.87M), Quantum Financial Advisors LLC ($21.84M), Maseco LLP ($20.86M), Forum Financial Management LP ($15.08M), Five Oceans Advisors ($13.39M), Abacus Wealth Partners LLC ($12.82M), and Citrine Capital LLC ($11.64M).Learn more on Dimensional Emerging Markets Sustainability Core 1 ETF's institutional investors.

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

Of the 138 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 ($548.18K), AWM Capital LLC ($522.14K), Elser Financial Planning Inc ($336.56K), Citrine Capital LLC ($305.89K), Focus Partners Wealth ($300.00K), Forum Financial Management LP ($285.52K), and Abacus Wealth Partners LLC ($203.48K).

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

Institutional investors have bought a total of 3,294,360 shares in the last 24 months. This purchase volume represents approximately $115.56M in transactions.

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

Of the 37 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: Jane Street Group LLC ($339.18K), AWM Capital LLC ($254.99K), Abacus Wealth Partners LLC ($188.85K), Greenspring Advisors LLC ($59.30K), Willow Creek Wealth Management Inc. ($19.00K), Asset Dedication LLC ($13.40K), and Heritage Financial Services LLC ($13.03K).

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

Institutional investors have sold a total of 987,482 shares in the last 24 months. This volume of shares sold represents approximately $35.59M in transactions.


Related Companies

This page (NYSEARCA:DFSE) was last updated on 8/2/2025 by MarketBeat.com Staff
From Our Partners
Elon’s BIGGEST warning yet?
Tesla's About to Prove Everyone Wrong... Again Back in 2018, when Jeff Brown told everyone to buy Tesla… ...
Brownstone Research | Sponsored
China just unlocked Nvidia’s AI chips—what that means for you
Tired of Missing Big AI Moves Like Nvidia? You’re not the problem—your trading system is. Tim’s XGPT system...
Timothy Sykes | Sponsored
This Social Security Shift Could Boost Benefits by 400%
If you currently collect Social Security—or plan to in the future—this may be one of the most important update...
InvestorPlace | Sponsored
Man Who Called Nvidia at $1.10 Says Buy This Now...
In 2004, one man called Nvidia before just about anyone knew it existed. Now, this same guy says a new comp...
The Oxford Club | Sponsored
A new rule goes live in July — and the banks are quietly crushing it
A little-known regulation quietly goes into effect this July. And it's already being exploited by Wall Stre...
American Alternative | Sponsored
Your blueprint for crypto wealth
Mark August 12th on your calendar. 27 of crypto's most successful minds are about to reveal everything…
Crypto 101 Media | Sponsored
Jeff Bezos Launches "ChatGPT Killer"?
Amazon just launched Nova—its secretive new AI system designed to rival ChatGPT. Bezos says he now spends 95% ...
Stansberry Research | Sponsored
Alien rocks potentially worth trillions…
It might look like just a weird rock—but it’s tied to a discovery 60 Minutes says could be worth up to $16 tri...
Porter & Company | Sponsored