Dimensional Em Sus CORE1 ETFDFSEETF
13F holders, Q3 2024 (September 30)111holders +10
17new positions
6sold out
1famous investor
$35.42avg. 13F price*
At the end of Q3 2024, 111 institutions reported holding Dimensional Em Sus CORE1 ETF (DFSE) in their 13F filings, up 10 from Q2 2024. 17 opened new positions and 6 sold out. The largest holders were Awm Capital, LLC ($29.0M), Quantum Financial Advisors, LLC ($19.5M) and Abacus Wealth Partners, LLC ($16.0M). 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 Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 17 | $7.8M |
| Exits | 6 | $6.3M |
All 13F filers, Q2 2024 → Q3 2024: 761,792 shares bought and 374,080 shares sold, net +387,712 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 111 holders
| Awm Capital, LLC | 3.50% | Add +28.5% | 819,021 | $29.0M |
| Quantum Financial Advisors, LLC | 3.06% | Add +0.8% | 551,545 | $19.5M |
| Abacus Wealth Partners, LLC | 2.40% | Add +5.2% | 452,821 | $16.0M |
| Forum Financial Management, LP | 0.22% | Add +4.5% | 373,084 | $13.2M |
| Five Oceans Advisors | 5.35% | Reduce -3.2% | 315,254 | $11.2M |
| Merriman Wealth Management, LLC | 0.39% | Add +2.3% | 273,367 | $9.7M |
| Retirement Solution LLC | 1.82% | Reduce -1.4% | 211,075 | $7.5M |
| Jane Street Group, LLC | 0.01% | Reduce -43.2% | 210,380 | $7.5M |
| Adero Partners, LLC | 0.44% | Add +7.1% | 187,166 | $6.6M |
| Greenspring Advisors, LLC | 1.03% | No change | 133,416 | $4.7M |
| Francis Financial, Inc. | 1.14% | Add +8.9% | 121,743 | $4.3M |
| Old Mission Capital LLC | 0.09% | Add +638.7% | 114,426 | $4.1M |
| Pathstone Holdings, LLC | 0.02% | Add +37.4% | 110,997 | $3.9M |
| Savant Capital, LLC | 0.03% | Add +4.3% | 101,991 | $3.6M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +16.8% | 100,694 | $3.6M |
| Willow Creek Wealth Management Inc. | 0.36% | Add +5.9% | 96,999 | $3.4M |
| Asset Dedication, LLC | 0.22% | Add +9.8% | 93,595 | $3.3M |
| Wealth Architects, LLC | 0.37% | Add +17.0% | 93,355 | $3.3M |
| Flow Traders U.S. LLC | 0.16% | Add +38.5% | 88,711 | $3.1M |
| Heritage Financial Services, LLC | 0.35% | Add +0.1% | 73,429 | $2.6M |
| OneDigital Investment Advisors LLC | 0.03% | Add +18.0% | 62,826 | $2.2M |
| Corient Private Wealth LP | 0.00% | Add +1.2% | 60,041 | $2.1M |
| Drive Wealth Management, LLC | 0.55% | Add +1.4% | 59,571 | $2.1M |
| Townsquare Capital LLC | 0.03% | New | 59,571 | $2.1M |
| New Capital Management LP | 0.58% | Reduce -0.1% | 57,794 | $2.0M |
| Brighton Jones LLC | 0.07% | Add +3.1% | 55,164 | $2.0M |
| Sachem Hill LLC | 0.36% | Add +0.4% | 50,333 | $1.8M |
| RAM Investment Partners, LLC | 0.43% | Add +27.5% | 46,312 | $1.6M |
| Planning Center, Inc. | 0.19% | Add +0.6% | 44,092 | $1.6M |
| Perigon Wealth Management, LLC | 0.04% | No change | 38,518 | $1.4M |
| Citadel Advisors | 0.00% | New | 38,120 | $1.4M |
| Apella Capital, LLC | 0.05% | Add +20.9% | 35,025 | $1.3M |
| Klaas Financial Asset Advisors, LLC | 0.21% | Add +6.1% | 34,235 | $1.2M |
| Cordant, Inc. | 0.61% | Reduce -1.3% | 33,736 | $1.2M |
| Truepoint, Inc. | 0.03% | Add +20.2% | 31,887 | $1.1M |
| Cambridge Financial Group, LLC | 0.45% | Add +1.6% | 30,272 | $1.1M |
| RW Investment Management LLC | 0.13% | Add +6.0% | 29,609 | $1.0M |
| Cook Wealth, LLC | 0.52% | Reduce -12.8% | 30,116 | $1.0M |
| Focus Partners Advisor Solutions, LLC | 0.02% | Add +31.5% | 29,252 | $1.0M |
| Northland Capital Management LLC | 0.53% | Add +1.1% | 26,258 | $930K |
| Cardinal Point Capital Management ULC | 0.15% | Reduce -9.6% | 24,920 | $883K |
| Seven Mile Advisory | 0.51% | No change | 21,695 | $768K |
| Pure Financial Advisors, LLC | 0.02% | New | 21,450 | $760K |
| Quarry Hill Advisors, LLC | 0.50% | Add +3.7% | 21,033 | $745K |
| Nwam LLC | 0.04% | New | 19,247 | $682K |
| Addison Advisors LLC | 0.19% | Add +11.1% | 19,145 | $678K |
| BetterWealth, LLC | 0.19% | Reduce -1.1% | 17,973 | $637K |
| Modera Wealth Management, LLC | 0.01% | Reduce -7.8% | 17,799 | $630K |
| MB Generational Wealth, LLC | 0.45% | No change | 17,596 | $623K |
| Trellis Wealth Advisors LLC | 0.30% | Add +5.4% | 17,066 | $604K |
| Waypoint Wealth Partners Inc. | 0.16% | Add +5.9% | 16,865 | $597K |
| Exencial Wealth Advisors, LLC | 0.02% | Reduce -0.2% | 14,563 | $516K |
| Rockbridge Investment Management, LCC | 0.06% | Add +7.6% | 13,505 | $478K |
| Morling Financial Advisors, LLC | 0.18% | Reduce -8.1% | 13,469 | $477K |
| North Ridge Wealth Advisors, Inc. | 0.31% | Add +12.2% | 12,989 | $460K |
| Farther Finance Advisors, LLC | 0.02% | Add +58818.2% | 12,962 | $459K |
| Focus Partners Wealth | 0.00% | New | 12,811 | $454K |
| DiNuzzo Private Wealth, Inc. | 0.05% | Add +2.1% | 11,982 | $424K |
| TCI Wealth Advisors, Inc. | 0.04% | Add +55.0% | 11,930 | $423K |
| Syverson Strege & Co | 0.14% | Add +1.2% | 11,589 | $410K |
| NewEdge Advisors, LLC | 0.00% | Add +0.0% | 11,113 | $394K |
| RHS Financial, LLC | 0.19% | New | 10,684 | $378K |
| Henrickson Nauta Wealth Advisors, Inc. | 0.15% | Add +2.6% | 10,532 | $373K |
| Betterment LLC | 0.00% | New | 10,520 | $373K |
| Carlson Capital Management | 0.02% | Add +66.0% | 10,403 | $368K |
| Caprock Group, LLC | 0.01% | Add +31.7% | 10,395 | $368K |
| LifePro Asset Management | 0.21% | Add +37.8% | 9,632 | $341K |
| EnRich Financial Partners LLC | 0.11% | Add +6.0% | 9,529 | $338K |
| Schwarz Dygos Wheeler Investment Advisors LLC | 0.08% | Add +10.5% | 9,526 | $337K |
| Wealthstream Advisors, Inc. | 0.06% | Add +16.8% | 9,444 | $335K |
| Meritas Wealth Management, LLC | 0.20% | New | 9,193 | $326K |
| Advisory Services & Investments, LLC | 0.22% | No change | 9,144 | $324K |
| Harbour Investments, Inc. | 0.01% | Add +30.0% | 8,845 | $313K |
| Commonwealth Equity Services, LLC | 0.00% | Add +2.0% | 8,666 | $307K |
| Fiduciary Financial Group, LLC | 0.07% | Add +32.7% | 8,355 | $298K |
| Jentner Corp | 0.09% | No change | 8,255 | $292K |
| Ariadne Wealth Management, LP | 0.16% | No change | 8,090 | $287K |
| AdvisorNet Financial, Inc | 0.02% | Reduce -0.3% | 7,934 | $281K |
| Creative Capital Management Investments LLC | 0.11% | Add +1.2% | 7,466 | $264K |
| LPL Financial LLC | 0.00% | Add +1.3% | 7,335 | $260K |
| Cassaday & Co Wealth Management LLC | 0.01% | New | 6,954 | $246K |
| Apollon Wealth Management, LLC | 0.01% | No change | 6,890 | $244K |
| Hill Investment Group Partners, LLC | 0.03% | Reduce -3.7% | 6,901 | $232K |
| Private Advisor Group, LLC | 0.00% | Add +4.8% | 6,423 | $228K |
| Grand Wealth Management, LLC | 0.13% | Add +22.3% | 6,367 | $226K |
| Rehmann Capital Advisory Group | 0.01% | New | 6,355 | $225K |
| Geometric Wealth Advisors | 0.04% | New | 6,348 | $225K |
| Passive Capital Management, LLC. | 0.08% | No change | 6,300 | $223K |
| Parcion Private Wealth LLC | 0.02% | New | 6,190 | $219K |
| Chicago Partners Investment Group LLC | 0.01% | New | 6,250 | $218K |
| Allworth Financial LP | 0.00% | Add +0.8% | 3,854 | $137K |
| Ruedi Wealth Management, Inc. | 0.04% | New | 3,544 | $126K |
| Red Tortoise LLC | 0.04% | Add +0.8% | 2,188 | $77K |
| Osaic Holdings, Inc. | 0.00% | New | 1,774 | $63K |
| Tortoise Investment Management, LLC | 0.01% | Add +77.3% | 1,720 | $61K |
| Cardiff Park Advisors, LLC | 0.00% | Add +0.9% | 1,349 | $48K |
| Red Lighthouse Investment Management, LLC | 0.02% | Add +12.4% | 1,207 | $43K |
| Criterion Capital Advisors, LLC | 0.02% | No change | 1,068 | $36K |
| JPMorgan Chase & Co. | 0.00% | Add +3.2% | 867 | $31K |
| C M Bidwell & Associates Ltd. | 0.02% | No change | 800 | $28K |
"% 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.