Dimensional Em Sus CORE1 ETFDFSEETF
13F holders, Q2 2024 (June 30)101holders +11
13new positions
6sold out
$33.46avg. 13F price*
At the end of Q2 2024, 101 institutions reported holding Dimensional Em Sus CORE1 ETF (DFSE) in their 13F filings, up 11 from Q1 2024. 13 opened new positions and 6 sold out. The largest holders were Awm Capital, LLC ($21.3M), Quantum Financial Advisors, LLC ($18.3M) and Abacus Wealth Partners, LLC ($14.4M).
- Company
- Dimensional Em Sus CORE1 ETF
- CUSIP
- 25434V682
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 13 | $7.1M |
| Exits | 6 | $2.5M |
All 13F filers, Q1 2024 → Q2 2024: 1,001,144 shares bought and 234,957 shares sold, net +766,187 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 101 holders
| Awm Capital, LLC | 3.24% | Add +18.8% | 637,473 | $21.3M |
| Quantum Financial Advisors, LLC | 3.22% | Reduce -0.4% | 547,370 | $18.3M |
| Abacus Wealth Partners, LLC | 2.39% | Add +6.0% | 430,319 | $14.4M |
| Jane Street Group, LLC | 0.01% | Add +579.9% | 370,623 | $12.4M |
| Forum Financial Management, LP | 0.22% | Add +7.8% | 356,999 | $11.9M |
| Five Oceans Advisors | 5.71% | Add +0.1% | 325,649 | $10.9M |
| Merriman Wealth Management, LLC | 0.39% | Add +6.1% | 267,111 | $8.9M |
| Retirement Solution LLC | 1.92% | Add +75.4% | 214,084 | $7.2M |
| Adero Partners, LLC | 0.43% | Add +9.2% | 174,830 | $5.8M |
| Greenspring Advisors, LLC | 1.07% | No change | 133,416 | $4.5M |
| Francis Financial, Inc. | 1.14% | Add +28.8% | 111,740 | $3.7M |
| Savant Capital, LLC | 0.03% | Add +11.2% | 97,797 | $3.3M |
| Elser Financial Planning, Inc | 0.52% | — | 93,248 | $3.1M |
| Willow Creek Wealth Management Inc. | 0.35% | Add +21.3% | 91,614 | $3.1M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -5.2% | 86,225 | $2.9M |
| Asset Dedication, LLC | 0.20% | Add +18.6% | 85,265 | $2.9M |
| Pathstone Holdings, LLC | 0.01% | Add +34.9% | 80,761 | $2.7M |
| Wealth Architects, LLC | 0.33% | Add +32.0% | 79,787 | $2.7M |
| Heritage Financial Services, LLC | 0.35% | Reduce -2.5% | 73,342 | $2.5M |
| Flow Traders U.S. LLC | 0.11% | New | 64,063 | $2.1M |
| Corient Private Wealth LP | 0.00% | Reduce -4.7% | 59,309 | $2.0M |
| Drive Wealth Management, LLC | 0.53% | Add +9.9% | 58,776 | $2.0M |
| New Capital Management LP | 0.59% | Add +1.7% | 57,858 | $1.9M |
| Brighton Jones LLC | 0.06% | Add +5.9% | 53,508 | $1.8M |
| OneDigital Investment Advisors LLC | 0.02% | Add +55.4% | 53,242 | $1.8M |
| Sachem Hill LLC | 0.36% | Add +17.1% | 50,125 | $1.7M |
| Planning Center, Inc. | 0.19% | Add +0.8% | 43,837 | $1.5M |
| Perigon Wealth Management, LLC | 0.04% | Add +74.6% | 38,518 | $1.3M |
| Atria Investments, Inc | 0.02% | Reduce -29.3% | 37,825 | $1.3M |
| RAM Investment Partners, LLC | 0.35% | Add +42.8% | 36,313 | $1.2M |
| Cordant, Inc. | 0.64% | Add +0.1% | 34,190 | $1.1M |
| Cook Wealth, LLC | 0.62% | Add +0.4% | 34,537 | $1.1M |
| Klaas Financial Asset Advisors, LLC | 0.20% | New | 32,256 | $1.1M |
| Royal Bank of Canada | 0.00% | New | 31,305 | $1.0M |
| Cambridge Financial Group, LLC | 0.46% | Add +3.9% | 29,785 | $997K |
| Apella Capital, LLC | 0.04% | Add +15.3% | 28,980 | $994K |
| RW Investment Management LLC | 0.13% | Add +2.3% | 27,933 | $935K |
| Cardinal Point Capital Management ULC | 0.16% | New | 27,580 | $923K |
| Truepoint, Inc. | 0.03% | Add +9.4% | 26,521 | $887K |
| Northland Capital Management LLC | 0.61% | Add +14.5% | 25,979 | $869K |
| Bank of Montreal | 0.00% | New | 24,265 | $818K |
| Focus Partners Advisor Solutions, LLC | 0.02% | Add +17.6% | 22,242 | $744K |
| Seven Mile Advisory | 0.53% | No change | 21,695 | $726K |
| Quarry Hill Advisors, LLC | 0.45% | Add +1.4% | 20,291 | $679K |
| Modera Wealth Management, LLC | 0.01% | Reduce -15.2% | 19,297 | $646K |
| BetterWealth, LLC | 0.19% | Reduce -2.6% | 18,169 | $608K |
| MB Generational Wealth, LLC | 0.46% | Reduce -7.0% | 17,596 | $589K |
| Addison Advisors LLC | 0.19% | Add +29.7% | 17,240 | $577K |
| Trellis Wealth Advisors LLC | 0.30% | Add +22.6% | 16,198 | $542K |
| Waypoint Wealth Partners Inc. | 0.16% | Add +10.1% | 15,932 | $533K |
| Old Mission Capital LLC | 0.01% | Reduce -88.4% | 15,491 | $518K |
| Morling Financial Advisors, LLC | 0.21% | Add +1.6% | 14,655 | $490K |
| Exencial Wealth Advisors, LLC | 0.02% | Add +20.6% | 14,593 | $488K |
| Buckingham Strategic Wealth, LLC | 0.00% | Add +6.8% | 12,806 | $428K |
| Rockbridge Investment Management, LCC | 0.06% | Add +14.1% | 12,550 | $420K |
| DiNuzzo Private Wealth, Inc. | 0.05% | Reduce -4.3% | 11,735 | $393K |
| North Ridge Wealth Advisors, Inc. | 0.29% | Add +0.0% | 11,575 | $387K |
| Syverson Strege & Co | 0.13% | Add +4.6% | 11,456 | $383K |
| NewEdge Advisors, LLC | 0.00% | Add +0.0% | 11,110 | $372K |
| Henrickson Nauta Wealth Advisors, Inc. | 0.15% | No change | 10,266 | $344K |
| Advisory Services & Investments, LLC | 0.21% | Add +14.1% | 9,144 | $306K |
| EnRich Financial Partners LLC | 0.11% | Add +0.1% | 8,990 | $301K |
| Schwarz Dygos Wheeler Investment Advisors LLC | 0.08% | Reduce -4.2% | 8,624 | $289K |
| Commonwealth Equity Services, LLC | 0.00% | Add +4.3% | 8,494 | $284K |
| Jentner Corp | 0.09% | No change | 8,255 | $276K |
| Ariadne Wealth Management, LP | 0.21% | — | 8,090 | $271K |
| Wealthstream Advisors, Inc. | 0.10% | Add +0.6% | 8,084 | $270K |
| AdvisorNet Financial, Inc | 0.02% | Reduce -0.1% | 7,957 | $266K |
| Caprock Group, LLC | 0.01% | New | 7,895 | $264K |
| TCI Wealth Advisors, Inc. | 0.02% | Add +0.1% | 7,697 | $258K |
| Creative Capital Management Investments LLC | 0.12% | No change | 7,377 | $247K |
| LPL Financial LLC | 0.00% | New | 7,240 | $242K |
| Hill Investment Group Partners, LLC | 0.03% | Add +3.8% | 7,166 | $241K |
| LifePro Asset Management | 0.17% | Add +2.3% | 6,992 | $234K |
| Apollon Wealth Management, LLC | 0.01% | No change | 6,890 | $231K |
| Harbour Investments, Inc. | 0.01% | Add +3.3% | 6,803 | $228K |
| Fiduciary Financial Group, LLC | 0.05% | — | 6,295 | $218K |
| Passive Capital Management, LLC. | 0.08% | No change | 6,300 | $211K |
| Carlson Capital Management | 0.01% | New | 6,267 | $210K |
| Private Advisor Group, LLC | 0.00% | New | 6,132 | $205K |
| Grand Wealth Management, LLC | 0.10% | Reduce -43.8% | 5,208 | $174K |
| Allworth Financial LP | 0.00% | New | 3,822 | $128K |
| Orion Capital Management LLC | 0.05% | Reduce -20.4% | 2,872 | $96K |
| Red Tortoise LLC | 0.04% | Add +0.6% | 2,170 | $73K |
| Cardiff Park Advisors, LLC | 0.00% | Add +0.5% | 1,337 | $45K |
| Red Lighthouse Investment Management, LLC | 0.02% | Add +12.5% | 1,074 | $36K |
| Criterion Capital Advisors, LLC | 0.02% | Add +7.2% | 1,068 | $36K |
| Tortoise Investment Management, LLC | 0.00% | No change | 970 | $32K |
| JPMorgan Chase & Co. | 0.00% | Reduce -3.0% | 840 | $28K |
| C M Bidwell & Associates Ltd. | 0.02% | No change | 800 | $27K |
| JFS Wealth Advisors, LLC | 0.00% | Reduce -22.8% | 768 | $26K |
| Bellevue Asset Management, LLC | 0.01% | New | 689 | $23K |
| Belpointe Asset Management LLC | 0.00% | New | 482 | $16K |
| Elevation Wealth Partners, LLC | 0.01% | Add +0.7% | 448 | $15K |
| WealthCollab, LLC | 0.01% | No change | 412 | $14K |
| Blume Capital Management, Inc. | 0.00% | No change | 300 | $10K |
| Glass Jacobson Investment Advisors llc | 0.00% | No change | 100 | $3K |
| Strategic Investment Solutions, Inc. | 0.00% | — | 75 | $3K |
| Avior Wealth Management, LLC | 0.00% | No change | 28 | $967 |
| Farther Finance Advisors, LLC | 0.00% | Reduce -83.1% | 22 | $739 |
"% 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.