Dimensional Em Sus CORE1 ETFDFSEETF
13F holders, Q1 2024 (March 31)90holders
1famous investor
$32.21avg. 13F price*
At the end of Q1 2024, 90 institutions reported holding Dimensional Em Sus CORE1 ETF (DFSE) in their 13F filings. The largest holders were Quantum Financial Advisors, LLC ($17.7M), Awm Capital, LLC ($17.3M) and Abacus Wealth Partners, LLC ($13.1M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Dimensional Em Sus CORE1 ETF
- CUSIP
- 25434V682
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 9 | $2.3M |
| Exits | 6 | $4.2M |
Ownership 90 holders
| Quantum Financial Advisors, LLC | 3.26% | Reduce -3.0% | 549,605 | $17.7M |
| Awm Capital, LLC | 2.88% | Add +20.9% | 536,446 | $17.3M |
| Abacus Wealth Partners, LLC | 2.19% | Add +1.2% | 405,916 | $13.1M |
| Forum Financial Management, LP | 0.18% | Add +8.4% | 331,038 | $10.7M |
| Five Oceans Advisors | 5.39% | Add +2.6% | 325,324 | $10.5M |
| Merriman Wealth Management, LLC | 0.36% | Add +7.0% | 251,764 | $8.1M |
| Adero Partners, LLC | 0.39% | Add +19.9% | 160,045 | $5.2M |
| Greenspring Advisors, LLC | 1.07% | No change | 133,416 | $4.3M |
| Old Mission Capital LLC | 0.10% | Add +155.2% | 133,030 | $4.3M |
| Retirement Solution LLC | 1.06% | Add +0.4% | 122,051 | $3.9M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +8.6% | 90,941 | $2.9M |
| Savant Capital, LLC | 0.03% | Add +17.1% | 87,945 | $2.8M |
| Francis Financial, Inc. | 0.90% | Add +17.1% | 86,755 | $2.8M |
| Willow Creek Wealth Management Inc. | 0.28% | Add +33.8% | 75,518 | $2.4M |
| Heritage Financial Services, LLC | 0.36% | Reduce -2.2% | 75,181 | $2.4M |
| Asset Dedication, LLC | 0.17% | Add +22.7% | 71,862 | $2.3M |
| Corient Private Wealth LP | 0.00% | Add +1.4% | 62,221 | $2.0M |
| Wealth Architects, LLC | 0.26% | Add +17.7% | 60,445 | $1.9M |
| Pathstone Holdings, LLC | 0.01% | Add +0.1% | 59,860 | $1.9M |
| New Capital Management LP | 0.55% | Reduce -5.3% | 56,893 | $1.8M |
| Jane Street Group, LLC | 0.00% | Reduce -72.8% | 54,512 | $1.8M |
| Drive Wealth Management, LLC | 0.48% | Add +19.6% | 53,470 | $1.7M |
| Atria Investments, Inc | 0.02% | Add +19.6% | 53,470 | $1.7M |
| Brighton Jones LLC | 0.06% | Add +36.3% | 50,534 | $1.6M |
| Planning Center, Inc. | 0.30% | Add +6.6% | 43,480 | $1.4M |
| Sachem Hill LLC | 0.32% | No change | 42,787 | $1.4M |
| Cook Wealth, LLC | 0.69% | Add +16.0% | 34,386 | $1.1M |
| Susquehanna International Group, LLP | 0.00% | New | 34,620 | $1.1M |
| OneDigital Investment Advisors LLC | 0.02% | Add +134.6% | 34,257 | $1.1M |
| Cordant, Inc. | 0.64% | Add +13.0% | 34,155 | $1.1M |
| Cambridge Financial Group, LLC | 0.44% | Add +117.0% | 28,672 | $923K |
| RW Investment Management LLC | 0.12% | Add +25.4% | 27,318 | $880K |
| Apella Capital, LLC | 0.04% | Add +180.6% | 25,137 | $824K |
| RAM Investment Partners, LLC | 0.26% | Add +9.1% | 25,425 | $819K |
| Citadel Advisors | 0.00% | Reduce -32.9% | 24,590 | $792K |
| Truepoint, Inc. | 0.02% | Add +25.6% | 24,236 | $780K |
| Modera Wealth Management, LLC | 0.01% | Reduce -0.3% | 22,757 | $733K |
| Northland Capital Management LLC | 0.51% | Reduce -0.1% | 22,692 | $731K |
| Perigon Wealth Management, LLC | 0.02% | No change | 22,056 | $710K |
| Seven Mile Advisory | 0.53% | Add +4.7% | 21,695 | $699K |
| Quarry Hill Advisors, LLC | 0.47% | Add +13.4% | 20,013 | $644K |
| Nwam LLC | 0.05% | Reduce -1.2% | 19,401 | $625K |
| Focus Partners Advisor Solutions, LLC | 0.02% | Reduce -8.7% | 18,922 | $609K |
| MB Generational Wealth, LLC | 0.48% | Add +0.8% | 18,922 | $609K |
| BetterWealth, LLC | 0.20% | Add +3.8% | 18,652 | $601K |
| Waypoint Wealth Partners Inc. | 0.13% | Add +42.8% | 14,474 | $466K |
| Morling Financial Advisors, LLC | 0.27% | Add +13.1% | 14,427 | $465K |
| Addison Advisors LLC | 0.15% | Add +105.1% | 13,290 | $428K |
| Trellis Wealth Advisors LLC | 0.24% | Add +1.9% | 13,215 | $426K |
| DiNuzzo Private Wealth, Inc. | 0.05% | Add +0.6% | 12,259 | $395K |
| Exencial Wealth Advisors, LLC | 0.01% | Add +6.5% | 12,102 | $390K |
| Buckingham Strategic Wealth, LLC | 0.00% | Add +5.7% | 11,994 | $386K |
| North Ridge Wealth Advisors, Inc. | 0.29% | Add +2.5% | 11,571 | $373K |
| NewEdge Advisors, LLC | 0.00% | Add +0.0% | 11,109 | $358K |
| Rockbridge Investment Management, LCC | 0.05% | Add +29.5% | 10,996 | $354K |
| Syverson Strege & Co | 0.13% | Add +3.9% | 10,949 | $353K |
| Henrickson Nauta Wealth Advisors, Inc. | 0.15% | Add +3.3% | 10,266 | $332K |
| Grand Wealth Management, LLC | 0.14% | Add +25.4% | 9,272 | $299K |
| Schwarz Dygos Wheeler Investment Advisors LLC | 0.08% | Add +9.6% | 9,005 | $290K |
| EnRich Financial Partners LLC | 0.11% | Add +0.5% | 8,983 | $289K |
| Jentner Corp | 0.09% | No change | 8,255 | $266K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -0.8% | 8,147 | $262K |
| Wealthstream Advisors, Inc. | 0.10% | Add +4.8% | 8,039 | $259K |
| Advisory Services & Investments, LLC | 0.18% | New | 8,013 | $258K |
| AdvisorNet Financial, Inc | 0.02% | Reduce -51.1% | 7,961 | $256K |
| TCI Wealth Advisors, Inc. | 0.02% | New | 7,692 | $248K |
| Creative Capital Management Investments LLC | 0.12% | Add +61.2% | 7,377 | $238K |
| Hill Investment Group Partners, LLC | 0.03% | Add +0.9% | 6,901 | $222K |
| Apollon Wealth Management, LLC | 0.01% | No change | 6,890 | $222K |
| LifePro Asset Management | 0.15% | New | 6,838 | $220K |
| Harbour Investments, Inc. | 0.01% | New | 6,585 | $212K |
| Passive Capital Management, LLC. | 0.08% | New | 6,300 | $203K |
| Orion Capital Management LLC | 0.06% | Add +2.0% | 3,609 | $116K |
| Red Tortoise LLC | 0.04% | Add +0.1% | 2,157 | $69K |
| Cardiff Park Advisors, LLC | 0.00% | Add +10.8% | 1,330 | $43K |
| Criterion Capital Advisors, LLC | 0.02% | Add +361.1% | 996 | $32K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 995 | $32K |
| Tortoise Investment Management, LLC | 0.00% | Add +193.9% | 970 | $31K |
| Red Lighthouse Investment Management, LLC | 0.01% | No change | 955 | $31K |
| JPMorgan Chase & Co. | 0.00% | New | 866 | $28K |
| C M Bidwell & Associates Ltd. | 0.02% | New | 800 | $26K |
| Elevation Wealth Partners, LLC | 0.01% | Add +134.2% | 445 | $14K |
| WealthCollab, LLC | 0.01% | No change | 412 | $13K |
| Blume Capital Management, Inc. | 0.00% | No change | 300 | $10K |
| Farther Finance Advisors, LLC | 0.00% | No change | 130 | $4K |
| Glass Jacobson Investment Advisors llc | 0.00% | No change | 100 | $3K |
| Aptus Capital Advisors, LLC | 0.00% | New | 56 | $2K |
| UBS Group AG | 0.00% | Reduce -91.5% | 41 | $1K |
| Avior Wealth Management, LLC | 0.00% | No change | 28 | $925 |
| Signature Resources Capital Management, LLC | 0.00% | No change | 23 | $727 |
"% of holder's portfolio" is DFSE's weight in each manager's 13F, not the share of Dimensional Em Sus CORE1 ETF the manager owns.