Dimensional Em Sus CORE1 ETFDFSEETF
13F holders, Q4 2024 (December 31)128holders +17
12new positions
8sold out
$33.13avg. 13F price*
At the end of Q4 2024, 128 institutions reported holding Dimensional Em Sus CORE1 ETF (DFSE) in their 13F filings, up 17 from Q3 2024. 12 opened new positions and 8 sold out. The largest holders were Awm Capital, LLC ($28.2M), Quantum Financial Advisors, LLC ($18.3M) and Abacus Wealth Partners, LLC ($17.2M).
- Company
- Dimensional Em Sus CORE1 ETF
- CUSIP
- 25434V682
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 12 | $9.7M |
| Exits | 8 | $9.2M |
All 13F filers, Q3 2024 → Q4 2024: 691,133 shares bought and 461,481 shares sold, net +229,652 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 128 holders
| Awm Capital, LLC | 3.45% | Add +4.0% | 851,592 | $28.2M |
| Quantum Financial Advisors, LLC | 2.78% | Reduce -0.1% | 551,222 | $18.3M |
| Abacus Wealth Partners, LLC | 2.58% | Add +14.9% | 520,527 | $17.2M |
| Forum Financial Management, LP | 0.21% | Add +4.3% | 388,959 | $12.9M |
| Five Oceans Advisors | 5.01% | Add +4.7% | 329,979 | $10.9M |
| Merriman Wealth Management, LLC | 0.39% | Add +4.6% | 285,830 | $9.5M |
| Citrine Capital LLC | 6.95% | — | 284,748 | $9.4M |
| Retirement Solution LLC | 1.82% | Reduce -0.8% | 209,281 | $6.9M |
| Adero Partners, LLC | 0.44% | Add +10.3% | 206,360 | $6.8M |
| LongView Asset Management LLC | 5.42% | — | 187,588 | $6.2M |
| Pathstone Holdings, LLC | 0.02% | Add +49.2% | 165,620 | $5.5M |
| Greenspring Advisors, LLC | 0.96% | No change | 133,416 | $4.4M |
| Willow Creek Wealth Management Inc. | 0.42% | Add +28.7% | 124,850 | $4.1M |
| Francis Financial, Inc. | 1.01% | Reduce -1.0% | 120,557 | $4.0M |
| Savant Capital, LLC | 0.03% | Add +17.9% | 120,274 | $4.0M |
| Elser Financial Planning, Inc | 0.23% | New | 118,424 | $3.9M |
| Wealth Architects, LLC | 0.40% | Add +15.4% | 107,723 | $3.6M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -0.8% | 99,943 | $3.3M |
| Asset Dedication, LLC | 0.23% | Reduce -6.4% | 87,582 | $2.9M |
| Balanced Rock Investment Advisors LLC | 2.20% | New | 84,002 | $2.8M |
| Heritage Financial Services, LLC | 0.33% | Add +0.7% | 73,914 | $2.4M |
| Sachem Hill LLC | 0.48% | Add +38.7% | 69,799 | $2.3M |
| OneDigital Investment Advisors LLC | 0.03% | Add +8.4% | 68,080 | $2.3M |
| Corient Private Wealth LP | 0.00% | Add +3.9% | 62,358 | $2.1M |
| New Capital Management LP | 0.60% | Add +7.6% | 62,209 | $2.1M |
| Townsquare Capital LLC | 0.02% | Add +4.0% | 61,953 | $2.1M |
| Drive Wealth Management, LLC | 0.49% | Add +1.2% | 60,282 | $2.0M |
| Brighton Jones LLC | 0.06% | Add +7.8% | 59,482 | $2.0M |
| Allodium Investment Consultants, LLC | 1.62% | — | 58,553 | $1.9M |
| RAM Investment Partners, LLC | 0.43% | Add +14.8% | 53,151 | $1.8M |
| Planning Center, Inc. | 0.18% | Reduce -3.3% | 42,657 | $1.4M |
| Perigon Wealth Management, LLC | 0.03% | No change | 38,518 | $1.3M |
| Focus Partners Advisor Solutions, LLC | 0.02% | Add +29.9% | 38,012 | $1.3M |
| Apella Capital, LLC | 0.05% | Add +5.7% | 37,005 | $1.2M |
| Klaas Financial Asset Advisors, LLC | 0.21% | Add +6.8% | 36,574 | $1.2M |
| Navigoe, LLC | 1.16% | — | 36,001 | $1.2M |
| Cordant, Inc. | 0.58% | Reduce -0.9% | 33,446 | $1.1M |
| Cambridge Financial Group, LLC | 0.46% | Add +7.2% | 32,459 | $1.1M |
| Truepoint, Inc. | 0.03% | Add +0.5% | 32,058 | $1.1M |
| Pure Financial Advisors, LLC | 0.02% | Add +48.9% | 31,931 | $1.1M |
| Jane Street Group, LLC | 0.00% | Reduce -85.0% | 31,447 | $1.0M |
| RW Investment Management LLC | 0.12% | Add +3.5% | 30,651 | $1.0M |
| Cook Wealth, LLC | 0.47% | Add +0.5% | 30,260 | $1.0M |
| Burton Enright Welch | 0.20% | New | 28,647 | $949K |
| Longview Financial Advisors LLC | 0.62% | — | 27,732 | $919K |
| Cardinal Point Capital Management ULC | 0.13% | Add +0.6% | 25,080 | $831K |
| Northland Capital Management LLC | 0.57% | Reduce -11.3% | 23,288 | $772K |
| Waypoint Wealth Partners Inc. | 0.21% | Add +36.1% | 22,962 | $761K |
| Quarry Hill Advisors, LLC | 0.51% | Add +8.8% | 22,890 | $758K |
| Nwam LLC | 0.05% | Add +14.6% | 22,063 | $731K |
| Seven Mile Advisory | 0.46% | No change | 21,695 | $719K |
| Addison Advisors LLC | 0.18% | Add +4.7% | 20,050 | $664K |
| EP Wealth Advisors, LLC | 0.01% | New | 19,399 | $643K |
| BetterWealth, LLC | 0.16% | Reduce -0.5% | 17,887 | $593K |
| MB Generational Wealth, LLC | 0.43% | Add +0.5% | 17,676 | $586K |
| Betterment LLC | 0.00% | Add +67.4% | 17,614 | $584K |
| Modera Wealth Management, LLC | 0.01% | Reduce -1.2% | 17,586 | $583K |
| Momentous Wealth Management, Inc. | 0.47% | — | 17,170 | $569K |
| Trellis Wealth Advisors LLC | 0.27% | Reduce -5.5% | 16,123 | $534K |
| Focus Partners Wealth | 0.00% | Add +25.6% | 16,089 | $533K |
| Farther Finance Advisors, LLC | 0.02% | Add +23.1% | 15,957 | $529K |
| Morling Financial Advisors, LLC | 0.17% | Add +10.2% | 14,837 | $492K |
| Exencial Wealth Advisors, LLC | 0.02% | No change | 14,563 | $482K |
| Rockbridge Investment Management, LCC | 0.06% | Add +6.3% | 14,355 | $476K |
| North Ridge Wealth Advisors, Inc. | 0.30% | Add +0.5% | 13,053 | $432K |
| TCI Wealth Advisors, Inc. | 0.04% | Add +6.3% | 12,685 | $420K |
| Carlson Capital Management | 0.02% | Add +21.9% | 12,683 | $420K |
| Syverson Strege & Co | 0.14% | Add +8.0% | 12,519 | $415K |
| Wealthstream Advisors, Inc. | 0.07% | Add +28.3% | 12,120 | $402K |
| NewEdge Advisors, LLC | 0.00% | Add +8.6% | 12,068 | $400K |
| RHS Financial, LLC | 0.19% | Add +4.6% | 11,180 | $370K |
| Henrickson Nauta Wealth Advisors, Inc. | 0.15% | Add +4.5% | 11,002 | $365K |
| Bridge Generations Wealth Management LLC | 0.24% | — | 10,753 | $356K |
| Caprock Group, LLC | 0.01% | No change | 10,395 | $344K |
| Arlington Financial Advisors, LLC | 0.07% | New | 10,288 | $341K |
| Creative Capital Management Investments LLC | 0.14% | Add +34.9% | 10,068 | $334K |
| Fiduciary Financial Group, LLC | 0.07% | Add +21.4% | 10,143 | $328K |
| EnRich Financial Partners LLC | 0.11% | Add +1.4% | 9,660 | $320K |
| AdvisorNet Financial, Inc | 0.03% | Add +21.3% | 9,624 | $319K |
| Schwarz Dygos Wheeler Investment Advisors LLC | 0.08% | No change | 9,526 | $316K |
| Babb Wealth Advisors LLC | 0.25% | — | 9,484 | $314K |
| Meritas Wealth Management, LLC | 0.18% | Add +0.6% | 9,245 | $306K |
| Harbour Investments, Inc. | 0.01% | Add +0.0% | 8,846 | $293K |
| Financial Counselors Inc. | 0.00% | New | 8,686 | $288K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -0.2% | 8,648 | $287K |
| Jentner Corp | 0.08% | Add +0.2% | 8,275 | $274K |
| Freedom Financial Partners LLC | 0.13% | — | 8,116 | $269K |
| Parcion Private Wealth LLC | 0.02% | Add +27.6% | 7,896 | $262K |
| Level Financial Advisors | 0.09% | New | 7,354 | $244K |
| Cassaday & Co Wealth Management LLC | 0.01% | Add +4.3% | 7,255 | $240K |
| Rehmann Capital Advisory Group | 0.02% | Add +14.2% | 7,255 | $240K |
| Hill Investment Group Partners, LLC | 0.03% | Add +4.5% | 7,208 | $239K |
| LPL Financial LLC | 0.00% | Reduce -2.6% | 7,143 | $237K |
| Geometric Wealth Advisors | 0.04% | Add +10.3% | 7,002 | $232K |
| Grand Wealth Management, LLC | 0.13% | Add +9.4% | 6,968 | $231K |
| Apollon Wealth Management, LLC | 0.01% | No change | 6,890 | $228K |
| Chicago Partners Investment Group LLC | 0.01% | Add +2.4% | 6,399 | $211K |
| Passive Capital Management, LLC. | 0.07% | No change | 6,300 | $209K |
| Foundation Wealth Management, LLC\PA | 0.10% | — | 6,275 | $208K |
| Cobblestone Capital Advisors LLC | 0.01% | New | 6,167 | $204K |
"% 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.