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

$34.42
+0.17 (+0.50%)
(As of 11/1/2024 ET)
Compare

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

Number of
Institutional Buyers
(last 12 months)
75
Total
Institutional Inflows
(last 12 months)
$62.93M
Number of
Institutional Sellers
(last 12 months)
15
Total
Institutional Outflows
(last 12 months)
$2.97M
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DFSE Institutional Buying and Selling by Quarter

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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/2/2024Retirement Solution LLC211,075$7.48M1.8%-1.4%2.741%
11/1/2024Rockbridge Investment Management LCC13,505$478K0.1%+7.6%0.175%
10/31/2024 Wealth Architects LLC93,355$3.31M0.4%+17.0%1.212%
10/29/2024 Forum Financial Management LP373,084$13.22M0.2%+4.5%4.845%
10/29/2024 Pure Financial Advisors LLC21,450$760K0.0%N/A0.279%
10/29/2024 Chicago Partners Investment Group LLC6,250$218K0.0%N/A0.081%
10/29/2024 Farther Finance Advisors LLC12,962$459K0.0%+58,818.2%0.168%
10/25/2024 Quarry Hill Advisors LLC21,033$745K0.5%+3.7%0.273%
10/25/2024 Geometric Wealth Advisors6,348$225K0.0%N/A0.082%
10/24/2024 TCI Wealth Advisors Inc.11,930$423K0.0%+55.0%0.155%
10/24/2024 Modera Wealth Management LLC17,799$630K0.0%-7.8%0.231%
10/24/2024 Wealth Enhancement Advisory Services LLC100,694$3.57M0.0%+16.8%1.308%
10/23/2024 Parcion Private Wealth LLC6,190$219K0.0%N/A0.080%
10/23/2024 North Ridge Wealth Advisors Inc.12,989$460K0.3%+12.2%0.169%
10/23/2024 Klaas Financial Asset Advisors LLC34,235$1.21M0.2%+6.1%0.445%
10/23/2024 Brighton Jones LLC55,164$1.95M0.1%+3.1%0.716%
10/22/2024 RAM Investment Partners LLC46,312$1.64M0.4%+27.5%0.601%
10/22/2024 Ruedi Wealth Management Inc.3,544$126K0.0%N/A0.046%
10/22/2024 Private Advisor Group LLC6,423$228K0.0%+4.7%0.083%
10/21/2024 Trellis Wealth Advisors LLC17,066$604K0.3%+5.4%0.222%
10/17/2024Cordant Inc.33,736$1.20M0.6%-1.3%0.438%
10/16/2024 Asset Dedication LLC93,595$3.32M0.2%+9.8%1.216%
10/10/2024 Fiduciary Financial Group LLC8,355$298K0.1%+32.7%0.109%
10/8/2024 Cardinal Point Capital Management ULC24,920$883K0.1%-9.6%0.324%
10/5/2024 Quantum Financial Advisors LLC551,545$19.54M3.1%+0.8%7.163%
10/3/2024 Abacus Wealth Partners LLC452,821$16.04M2.4%+5.2%5.881%
10/3/2024 Apella Capital LLC35,025$1.28M0.1%+20.9%0.455%
10/3/2024 Meritas Wealth Management LLC9,193$326K0.2%N/A0.119%
8/26/2024Ariadne Wealth Management LP8,090$271K0.1%N/A0.105%
8/14/2024Bank of Montreal Can24,265$818K0.0%N/A0.315%
8/14/2024RW Investment Management LLC27,933$935K0.1%+2.3%0.363%
8/13/2024Merriman Wealth Management LLC267,111$8.94M0.4%+6.1%3.469%
8/12/2024 Brighton Jones LLC53,508$1.79M0.1%+5.9%0.695%
8/8/2024Grand Wealth Management LLC5,208$174K0.1%-43.8%0.068%
8/6/2024Caprock Group LLC7,895$264K0.0%N/A0.103%
8/6/2024 Asset Dedication LLC85,265$2.85M0.2%+18.7%1.107%
8/6/2024Savant Capital LLC97,797$3.27M0.0%+11.2%1.270%
8/5/2024Addison Advisors LLC17,240$577K0.2%+29.7%0.224%
8/5/2024Truepoint Inc.26,521$887K0.0%+9.4%0.344%
8/2/2024Schwarz Dygos Wheeler Investment Advisors LLC8,624$289K0.1%-4.2%0.112%
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8/1/2024Drive Wealth Management LLC58,776$1.97M0.5%+9.9%0.763%
7/31/2024Commonwealth Equity Services LLC8,494$284K0.0%+4.3%0.110%
7/30/2024 Trellis Wealth Advisors LLC16,198$542K0.3%+22.6%0.210%
7/30/2024DiNuzzo Private Wealth Inc.11,735$393K0.1%-4.3%0.152%
7/30/2024Adero Partners LLC174,830$5.85M0.4%+9.2%2.271%
7/30/2024 Forum Financial Management LP356,999$11.95M0.2%+7.8%4.636%
7/30/2024 RAM Investment Partners LLC36,313$1.22M0.4%+42.8%0.472%
7/29/2024 Modera Wealth Management LLC19,297$646K0.0%-15.2%0.251%
7/26/2024 Schoolcraft Capital LLC50,125$1.68M0.4%+17.2%0.651%
7/25/2024Retirement Solution LLC214,084$7.16M1.9%+75.4%2.780%
7/25/2024Waypoint Wealth Partners Inc.15,932$533K0.2%+10.1%0.207%
7/23/2024 Heritage Financial Services LLC73,342$2.45M0.4%-2.4%0.952%
7/23/2024Elser Financial Planning Inc93,248$3.12M0.5%N/A1.211%
7/19/2024 BetterWealth LLC18,169$608K0.2%-2.6%0.236%
7/18/2024 Fiduciary Financial Group LLC6,295$218K0.1%N/A0.082%
7/16/2024 Wealth Enhancement Advisory Services LLC86,225$2.89M0.0%-5.2%1.120%
7/15/2024 Quantum Financial Advisors LLC547,370$18.32M3.0%-0.4%7.109%
7/12/2024 Cardinal Point Capital Management ULC27,580$923K0.2%N/A0.358%
7/12/2024Francis Financial Inc.111,740$3.74M1.1%+28.8%1.451%
7/11/2024Carlson Capital Management6,267$210K0.0%N/A0.081%
7/11/2024 Abacus Wealth Partners LLC430,319$14.40M2.4%+6.0%5.589%
7/10/2024 Five Oceans Advisors325,649$10.90M5.7%+0.1%4.229%
7/10/2024 Apella Capital LLC28,980$994K0.0%+15.3%0.376%
5/21/2024Atria Investments Inc53,470$1.72M0.0%+19.6%0.694%
5/14/2024OLD Mission Capital LLC133,030$4.28M0.1%+155.2%1.728%
5/10/2024Truepoint Inc.24,236$780K0.0%+25.6%0.315%
5/9/2024 Forum Financial Management LP331,038$10.66M0.2%+8.4%4.299%
5/7/2024 TCI Wealth Advisors Inc.7,692$248K0.0%N/A0.100%
5/7/2024Retirement Solution Inc.122,051$3.93M1.1%+0.4%1.585%
5/3/2024Schwarz Dygos Wheeler Investment Advisors LLC9,005$290K0.1%+9.6%0.123%
4/29/2024 RAM Investment Partners LLC25,425$819K0.3%+9.1%0.348%
4/26/2024 Quarry Hill Advisors LLC20,013$644K0.5%+13.4%0.274%
4/26/2024 Quantum Financial Advisors LLC549,605$17.70M3.1%-3.0%7.529%
4/26/2024 LifePro Asset Management6,838$220K0.1%N/A0.094%
4/24/2024Waypoint Wealth Partners Inc.14,474$466K0.1%+42.8%0.198%
4/23/2024 Creative Capital Management Investments LLC7,377$238K0.1%+61.2%0.101%
4/22/2024Drive Wealth Management LLC53,470$1.72M0.5%+19.6%0.732%
4/20/2024 BetterWealth LLC18,652$601K0.2%+3.8%0.256%
4/19/2024AWM Capital LLC536,446$17.27M2.9%+20.9%7.349%
4/18/2024Francis Financial Inc.86,755$2.79M0.9%+17.1%1.735%
4/18/2024Advisory Services & Investments LLC8,013$258K0.2%N/A0.160%
4/17/2024 Criterion Capital Advisors LLC996$32K0.0%+361.1%0.020%
4/16/2024 Wealth Enhancement Advisory Services LLC90,941$2.93M0.0%+8.6%1.819%
4/15/2024 Henrickson Nauta Wealth Advisors Inc.10,266$332K0.1%+3.3%0.205%
4/12/2024 AdvisorNet Financial Inc7,961$256K0.0%-51.1%0.159%
4/10/2024 Apella Capital LLC25,137$824K0.0%+180.6%0.503%
4/10/2024 Abacus Wealth Partners LLC405,916$13.07M2.2%+1.2%8.118%
4/9/2024 New Capital Management LP56,893$1.83M0.5%-5.3%1.138%
2/14/2024Syverson Strege & Co10,535$333K0.1%N/A0.211%
2/14/2024Elevate Wealth Advisory Inc.1,082$34K0.0%N/A0.022%
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2/13/2024Belpointe Asset Management LLC10,806$342K0.0%N/A0.216%
2/12/2024Adero Partners LLC133,493$4.22M0.4%+15.0%2.670%
2/9/2024Seven Mile Advisory20,727$655K0.6%+1.6%0.415%
2/9/2024AWM Capital LLC443,598$14.03M2.6%+14.4%8.872%
2/9/2024Corient Private Wealth LLC61,331$1.94M0.0%N/A1.227%
2/8/2024 Quarry Hill Advisors LLC17,654$558K0.5%+90.9%0.353%
2/8/2024MB Generational Wealth LLC18,772$594K0.6%N/A0.375%
2/7/2024 Forum Financial Management LP305,499$9.66M0.2%+65.0%6.110%
2/7/2024 Abacus Wealth Partners LLC401,087$12.68M2.1%+18.1%8.022%
2/6/2024DiNuzzo Private Wealth Inc.12,191$386K0.1%N/A0.244%
(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, 93 institutional investors and hedge funds held shares of Dimensional Emerging Markets Sustainability Core 1 ETF. The most heavily invested institutionals were Dimensional Fund Advisors LP ($11.27B), Quantum Financial Advisors LLC ($19.54M), AWM Capital LLC ($17.27M), Abacus Wealth Partners LLC ($16.04M), Forum Financial Management LP ($13.22M), Five Oceans Advisors ($10.90M), and Merriman Wealth Management LLC ($8.94M).Learn more on DFSE's institutional investors.

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

Of the 93 institutional investors that purchased Dimensional Emerging Markets Sustainability Core 1 ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Quantum Financial Advisors LLC ($597.15K), AWM Capital LLC ($492.04K), Abacus Wealth Partners LLC ($452.82K), Dimensional Fund Advisors LP ($400K), OLD Mission Capital LLC ($376.43K), Forum Financial Management LP ($373.08K), and Five Oceans Advisors ($317.52K).

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

Institutional investors have bought a total of 5,731,691 shares in the last 24 months. This purchase volume represents approximately $173.29M in transactions.

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

Of the 20 institutional investors that sold Dimensional Emerging Markets Sustainability Core 1 ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Quantum Financial Advisors LLC ($45.61K), RAM Investment Partners LLC ($12.28K), Trellis Wealth Advisors LLC ($11.42K), AdvisorNet Financial Inc ($9.25K), Northland Capital Management LLC ($8.83K), Modera Wealth Management LLC ($4.96K), and Grand Wealth Management LLC ($4.91K).

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

Institutional investors have sold a total of 119,598 shares in the last 24 months. This volume of shares sold represents approximately $3.81M in transactions.


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This page (NYSEARCA:DFSE) was last updated on 11/2/2024 by MarketBeat.com Staff
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