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

$34.57 -0.19 (-0.55%)
Closing price 03/25/2025 04:10 PM Eastern
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$34.60 +0.03 (+0.09%)
As of 03/25/2025 06:34 PM Eastern
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Institutional Ownership Changes (13F Filings) for Dimensional Emerging Markets Sustainability Core 1 ETF (NYSEARCA:DFSE)

Number of
Institutional Buyers
(last 12 months)
97
Total
Institutional Inflows
(last 12 months)
$70.17M
Number of
Institutional Sellers
(last 12 months)
20
Total
Institutional Outflows
(last 12 months)
$14.15M
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DFSE Institutional Buying and Selling by Quarter

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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
3/17/2025 Wealth Enhancement Advisory Services LLC99,943$3.31M0.0%-0.7%0.961%
2/21/2025 Vermillion Wealth Management Inc.3,832$127K0.1%N/A0.050%
2/19/2025 Pinney & Scofield Inc.1,031$34K0.0%N/A0.013%
2/18/2025 Orion Capital Management LLC2,898$96K0.0%N/A0.038%
2/18/2025 Focus Partners Advisor Solutions LLC38,012$1.26M0.0%+29.9%0.494%
2/17/2025 Focus Partners Wealth16,089$533K0.0%+25.6%0.209%
2/17/2025 Francis Financial Inc.120,557$3.99M0.9%-1.0%1.566%
2/17/2025 EP Wealth Advisors LLC19,399$643K0.0%N/A0.252%
2/14/2025 Jane Street Group LLC31,447$1.04M0.0%-85.1%0.408%
2/14/2025 Rehmann Capital Advisory Group7,255$240K0.0%+14.2%0.094%
2/14/2025 Navigoe LLC36,001$1.19M1.2%N/A0.468%
2/14/2025 WealthCollab LLC1,467$49K0.0%+256.1%0.019%
2/14/2025 Betterment LLC17,614$584K0.0%+67.4%0.229%
2/14/2025 OneDigital Investment Advisors LLC68,080$2.26M0.0%+8.4%0.884%
2/14/2025 Forum Financial Management LP388,959$12.89M0.2%+4.3%5.051%
2/14/2025 Bridge Generations Wealth Management LLC10,753$356K0.2%N/A0.140%
2/14/2025 Balanced Rock Investment Advisors LLC84,002$2.78M2.2%N/A1.091%
2/13/2025 NewEdge Advisors LLC12,068$400K0.0%+8.6%0.157%
2/13/2025 Townsquare Capital LLC61,953$2.05M0.0%+4.0%0.805%
2/12/2025 Grand Wealth Management LLC6,968$231K0.1%+9.4%0.090%
2/12/2025 Physician Wealth Advisors Inc.4,967$165K0.0%N/A0.065%
2/12/2025 Rockbridge Investment Management LCC14,355$476K0.1%+6.3%0.186%
2/12/2025 Foundation Wealth Management LLC PA6,275$208K0.1%N/A0.081%
2/12/2025 Financial Counselors Inc.8,686$288K0.0%N/A0.113%
2/12/2025 Momentous Wealth Management Inc.17,170$569K0.5%N/A0.223%
2/11/2025 Syverson Strege & Co12,519$415K0.1%+8.0%0.163%
2/10/2025 Carlson Capital Management12,683$420K0.0%+21.9%0.165%
2/10/2025 Wealth Architects LLC107,723$3.57M0.4%+15.4%1.399%
2/10/2025 Curio Wealth LLC1,180$39K0.0%N/A0.015%
2/10/2025 Corient Private Wealth LLC62,358$2.07M0.0%+3.9%0.810%
2/10/2025 Farther Finance Advisors LLC15,957$529K0.0%+23.1%0.207%
2/10/2025 Parkworth Wealth Management Inc.2,751$91K0.1%N/A0.036%
2/7/2025 Geometric Wealth Advisors7,002$232K0.0%+10.3%0.091%
2/7/2025 Morling Financial Advisors LLC14,837$492K0.2%+10.2%0.193%
2/7/2025 Retirement Solution LLC209,281$6.93M1.8%-0.8%2.718%
2/7/2025 Babb Wealth Advisors LLC9,484$314K0.3%N/A0.123%
2/5/2025 Cobblestone Capital Advisors LLC NY6,167$204K0.0%N/A0.080%
2/5/2025 AWM Capital LLC851,592$28.21M3.5%+4.0%11.060%
2/5/2025 Nwam LLC22,063$731K0.0%+14.6%0.287%
2/4/2025 Schoolcraft Capital LLC69,799$2.31M0.5%+38.7%0.906%
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2/4/2025 Addison Advisors LLC20,050$664K0.2%+4.7%0.260%
2/4/2025 Wealthstream Advisors Inc.12,120$402K0.1%+28.3%0.157%
2/4/2025 Allodium Investment Consultants LLC58,553$1.94M1.6%N/A0.760%
2/3/2025 Trellis Wealth Advisors LLC16,123$534K0.3%-5.5%0.209%
2/3/2025 Parcion Private Wealth LLC7,896$262K0.0%+27.6%0.103%
2/3/2025 RW Investment Management LLC30,651$1.02M0.1%+3.5%0.398%
1/31/2025 Creative Capital Management Investments LLC10,068$334K0.1%+34.9%0.131%
1/30/2025 Waypoint Wealth Partners Inc.22,962$761K0.2%+36.2%0.298%
1/29/2025 Elser Financial Planning Inc118,424$3.92M0.2%N/A1.538%
1/29/2025 Savant Capital LLC120,274$3.99M0.0%+17.9%1.562%
1/28/2025 RAM Investment Partners LLC53,151$1.76M0.4%+14.8%0.690%
1/28/2025 Arlington Financial Advisors LLC10,288$341K0.1%N/A0.134%
1/28/2025 Quarry Hill Advisors LLC22,890$758K0.5%+8.8%0.297%
1/28/2025 Keystone Financial Group Inc.1,490$49K0.0%N/A0.019%
1/27/2025 Citrine Capital LLC284,748$9.43M7.0%N/A3.698%
1/27/2025 Adero Partners LLC206,360$6.84M0.4%+10.3%2.680%
1/24/2025 Red Tortoise LLC1,851$61K0.0%-15.4%0.024%
1/24/2025 Five Oceans Advisors329,979$10.93M5.0%+4.7%4.285%
1/24/2025 RHS Financial LLC11,180$370K0.2%+4.6%0.145%
1/23/2025 TCI Wealth Advisors Inc.12,685$420K0.0%+6.3%0.165%
1/23/2025 Heritage Financial Services LLC73,914$2.45M0.3%+0.7%0.960%
1/23/2025 Asset Dedication LLC87,582$2.90M0.2%-6.4%1.137%
1/23/2025 DiNuzzo Private Wealth Inc.4,730$157K0.0%-60.5%0.061%
1/23/2025 Planning Center Inc.42,657$1.41M0.2%-3.3%0.554%
1/22/2025 Level Financial Advisors7,354$244K0.1%N/A0.096%
1/22/2025 Northland Capital Management LLC23,288$772K0.6%-11.3%0.302%
1/22/2025 Klaas Financial Asset Advisors LLC36,574$1.21M0.2%+6.8%0.475%
1/22/2025 Drive Wealth Management LLC60,282$2.00M0.5%+1.2%0.783%
1/21/2025 Brighton Jones LLC59,482$1.97M0.1%+7.8%0.572%
1/16/2025 Pure Financial Advisors LLC31,931$1.06M0.0%+48.9%0.415%
1/16/2025 Abacus Wealth Partners LLC520,527$17.25M2.6%+15.0%6.760%
1/14/2025 Apella Capital LLC37,005$1.23M0.0%+5.7%0.481%
1/14/2025 Henrickson Nauta Wealth Advisors Inc.11,002$365K0.1%+4.5%0.143%
1/14/2025 Fiduciary Financial Group LLC10,143$328K0.1%+21.4%0.132%
1/14/2025 Quantum Financial Advisors LLC551,222$18.26M2.6%-0.1%7.159%
1/13/2025 AdvisorNet Financial Inc9,624$319K0.0%+21.3%0.125%
1/13/2025 New Capital Management LP62,209$2.06M0.6%+7.6%0.808%
11/18/2024 Rehmann Capital Advisory Group6,355$225K0.0%N/A0.083%
11/15/2024 Jane Street Group LLC210,380$7.45M0.0%-43.2%2.732%
11/14/2024 Flow Traders U.S. LLC88,711$3.14M0.2%+38.5%1.152%
11/13/2024 Townsquare Capital LLC59,571$2.11M0.0%N/A0.774%
11/13/2024 Carlson Capital Management10,403$368K0.0%+66.0%0.135%
11/12/2024 Truepoint Inc.31,887$1.13M0.0%+20.2%0.414%
11/12/2024 Nwam LLC19,247$682K0.0%N/A0.250%
11/12/2024 RW Investment Management LLC29,609$1.05M0.1%+6.0%0.385%
11/7/2024 Caprock Group LLC10,395$368K0.0%+31.7%0.135%
11/7/2024 Pathstone Holdings LLC110,997$3.93M0.0%+37.4%1.442%
11/7/2024 EnRich Financial Partners LLC9,529$338K0.1%+6.0%0.124%
11/7/2024 Cassaday & Co Wealth Management LLC6,954$246K0.0%N/A0.090%
11/7/2024 Drive Wealth Management LLC59,571$2.11M0.5%+1.4%0.774%
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11/6/2024 Adero Partners LLC187,166$6.63M0.4%+7.1%2.431%
11/6/2024 OneDigital Investment Advisors LLC62,826$2.23M0.0%+18.0%0.816%
11/6/2024 Wealthstream Advisors Inc.9,444$335K0.1%+16.8%0.123%
11/5/2024 Harbour Investments Inc.8,845$313K0.0%+30.0%0.115%
11/4/2024 Addison Advisors LLC19,145$678K0.2%+11.0%0.249%
11/2/2024 Retirement Solution LLC211,075$7.48M1.8%-1.4%2.741%
11/1/2024 Rockbridge 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%
(Data available from 1/1/2016 forward)

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DFSE Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of DFSE shares?

During the previous two years, 122 institutional investors and hedge funds held shares of Dimensional Emerging Markets Sustainability Core 1 ETF. The most heavily invested institutionals were AWM Capital LLC ($28.21M), Quantum Financial Advisors LLC ($18.26M), Abacus Wealth Partners LLC ($17.25M), Forum Financial Management LP ($12.89M), Five Oceans Advisors ($10.93M), Citrine Capital LLC ($9.43M), 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 120 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), Abacus Wealth Partners LLC ($520.53K), AWM Capital LLC ($491.52K), Forum Financial Management LP ($381.51K), Citrine Capital LLC ($284.75K), Elser Financial Planning Inc ($211.67K), and Flow Traders U.S. LLC ($153.75K).

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

Institutional investors have bought a total of 5,508,678 shares in the last 24 months. This purchase volume represents approximately $173.31M in transactions.

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

Of the 24 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: Jane Street Group LLC ($339.18K), Quantum Financial Advisors LLC ($45.93K), Trellis Wealth Advisors LLC ($12.36K), RAM Investment Partners LLC ($12.28K), Northland Capital Management LLC ($11.80K), AdvisorNet Financial Inc ($9.25K), and DiNuzzo Private Wealth Inc. ($7.78K).

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

Institutional investors have sold a total of 481,778 shares in the last 24 months. This volume of shares sold represents approximately $16.18M in transactions.


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This page (NYSEARCA:DFSE) was last updated on 3/26/2025 by MarketBeat.com Staff
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