Dimensional Em Sus CORE1 ETFDFSEETF
13F holders, Q1 2025 (March 31)139holders +11
18new positions
5sold out
1famous investor
$33.67avg. 13F price*
At the end of Q1 2025, 139 institutions reported holding Dimensional Em Sus CORE1 ETF (DFSE) in their 13F filings, up 11 from Q4 2024. 18 opened new positions and 5 sold out. The largest holders were Awm Capital, LLC ($29.7M), Quantum Financial Advisors, LLC ($19.7M) and Abacus Wealth Partners, LLC ($17.7M). 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 18 | $4.2M |
| Exits | 5 | $4.6M |
All 13F filers, Q4 2024 → Q1 2025: 969,011 shares bought and 264,689 shares sold, net +704,322 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 139 holders
| Awm Capital, LLC | 3.47% | Add +3.6% | 882,216 | $29.7M |
| Quantum Financial Advisors, LLC | 2.93% | Add +5.9% | 583,918 | $19.7M |
| Abacus Wealth Partners, LLC | 2.66% | Add +1.0% | 525,544 | $17.7M |
| Forum Financial Management, LP | 0.22% | Add +1.7% | 395,611 | $13.3M |
| Five Oceans Advisors | 5.36% | Add +0.7% | 332,401 | $11.2M |
| Focus Partners Wealth | 0.03% | Add +1844.2% | 312,807 | $10.5M |
| Citrine Capital LLC | 6.38% | Add +6.2% | 302,513 | $10.2M |
| Retirement Solution LLC | 2.53% | Add +26.6% | 264,877 | $8.9M |
| LongView Asset Management LLC | 6.30% | Add +16.2% | 217,970 | $7.3M |
| Adero Partners, LLC | 0.46% | Add +1.9% | 210,308 | $7.1M |
| Jane Street Group, LLC | 0.01% | Add +539.4% | 201,069 | $6.8M |
| Willow Creek Wealth Management Inc. | 0.60% | Add +46.1% | 182,360 | $6.1M |
| Pathstone Holdings, LLC | 0.02% | Add +0.1% | 165,782 | $5.6M |
| Savant Capital, LLC | 0.04% | Add +2.6% | 123,417 | $4.2M |
| Wealth Architects, LLC | 0.45% | Add +12.2% | 120,911 | $4.1M |
| Francis Financial, Inc. | 0.98% | Reduce -1.0% | 119,335 | $4.0M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -0.2% | 99,736 | $3.4M |
| Balanced Rock Investment Advisors LLC | 2.34% | Add +3.7% | 87,112 | $2.9M |
| Asset Dedication, LLC | 0.22% | Reduce -8.4% | 80,193 | $2.7M |
| Greenspring Advisors, LLC | 0.59% | Reduce -44.4% | 74,120 | $2.5M |
| New Capital Management LP | 0.67% | Add +11.3% | 69,258 | $2.3M |
| OneDigital Investment Advisors LLC | 0.03% | Reduce -0.0% | 68,072 | $2.3M |
| Corient Private Wealth LP | 0.00% | Add +5.9% | 66,050 | $2.2M |
| Brighton Jones LLC | 0.07% | Add +8.4% | 64,482 | $2.2M |
| Allodium Investment Consultants, LLC | 1.52% | Add +4.4% | 61,119 | $2.1M |
| Heritage Financial Services, LLC | 0.20% | Reduce -17.6% | 60,881 | $2.1M |
| Sachem Hill LLC | 0.39% | Reduce -16.5% | 58,270 | $2.0M |
| RAM Investment Partners, LLC | 0.47% | Add +6.5% | 56,623 | $1.9M |
| Drive Wealth Management, LLC | 0.44% | Reduce -6.9% | 56,127 | $1.9M |
| Townsquare Capital LLC | 0.02% | Reduce -9.4% | 56,127 | $1.9M |
| Focus Partners Advisor Solutions, LLC | 0.02% | Add +25.7% | 47,794 | $1.6M |
| Klaas Financial Asset Advisors, LLC | 0.27% | Add +25.7% | 45,971 | $1.5M |
| Apella Capital, LLC | 0.05% | Add +29.3% | 47,847 | $1.5M |
| Pure Financial Advisors, LLC | 0.03% | Add +39.1% | 44,405 | $1.5M |
| Perigon Wealth Management, LLC | 0.04% | Add +11.7% | 43,018 | $1.4M |
| Planning Center, Inc. | 0.16% | Reduce -4.2% | 40,854 | $1.4M |
| Navigoe, LLC | 1.01% | Reduce -3.5% | 34,734 | $1.2M |
| Cambridge Financial Group, LLC | 0.48% | Add +2.9% | 33,394 | $1.1M |
| Truepoint, Inc. | 0.03% | Add +3.4% | 33,140 | $1.1M |
| Cordant, Inc. | 0.58% | Reduce -1.0% | 33,101 | $1.1M |
| Cook Wealth, LLC | 0.50% | Reduce -0.3% | 30,153 | $1.0M |
| Longview Financial Advisors LLC | 0.67% | Add +8.6% | 30,128 | $1.0M |
| Quarry Hill Advisors, LLC | 0.63% | Add +25.8% | 28,787 | $970K |
| Burton Enright Welch | 0.20% | Add +0.1% | 28,683 | $966K |
| RW Investment Management LLC | 0.11% | Reduce -10.5% | 27,429 | $924K |
| Nwam LLC | 0.07% | Add +4.5% | 23,067 | $777K |
| Cardinal Point Capital Management ULC | 0.07% | Reduce -8.3% | 23,005 | $775K |
| Waypoint Wealth Partners Inc. | 0.21% | Reduce -0.1% | 22,930 | $772K |
| Seven Mile Advisory | 0.49% | No change | 21,695 | $731K |
| EP Wealth Advisors, LLC | 0.01% | Add +9.0% | 21,139 | $712K |
| Northland Capital Management LLC | 0.48% | Reduce -9.4% | 21,093 | $710K |
| Betterment LLC | 0.00% | Add +18.2% | 20,819 | $701K |
| Addison Advisors LLC | 0.19% | Add +3.4% | 20,730 | $698K |
| Momentous Wealth Management, Inc. | 0.48% | Add +16.8% | 20,055 | $675K |
| Morling Financial Advisors, LLC | 0.23% | Add +34.4% | 19,945 | $672K |
| Modera Wealth Management, LLC | 0.01% | Reduce -4.2% | 16,842 | $567K |
| MB Generational Wealth, LLC | 0.42% | Reduce -5.1% | 16,780 | $565K |
| Henrickson Nauta Wealth Advisors, Inc. | 0.22% | Add +58.5% | 17,437 | $547K |
| Trellis Wealth Advisors LLC | 0.26% | Add +0.3% | 16,178 | $545K |
| Farther Finance Advisors, LLC | 0.01% | No change | 15,957 | $540K |
| Meritas Wealth Management, LLC | 0.31% | Add +72.4% | 15,939 | $537K |
| Sequoia Financial Advisors, LLC | 0.00% | New | 15,056 | $507K |
| Syverson Strege & Co | 0.16% | Add +18.1% | 14,784 | $498K |
| Exencial Wealth Advisors, LLC | 0.02% | No change | 14,563 | $490K |
| Rockbridge Investment Management, LCC | 0.06% | Add +1.1% | 14,512 | $489K |
| Citadel Advisors | 0.00% | New | 14,076 | $474K |
| BetterWealth, LLC | 0.13% | Reduce -23.7% | 13,640 | $459K |
| North Ridge Wealth Advisors, Inc. | 0.28% | Reduce -4.0% | 12,529 | $422K |
| Raymond James Financial Inc. | 0.00% | New | 12,506 | $421K |
| Wealthstream Advisors, Inc. | 0.08% | Add +0.1% | 12,135 | $409K |
| NewEdge Advisors, LLC | 0.00% | No change | 12,068 | $406K |
| RHS Financial, LLC | 0.22% | Add +3.1% | 11,531 | $388K |
| Heck Capital Advisors, LLC | 0.04% | New | 11,522 | $388K |
| Bridge Generations Wealth Management LLC | 0.22% | Reduce -1.2% | 10,624 | $358K |
| AdvisorNet Financial, Inc | 0.03% | Add +9.8% | 10,570 | $356K |
| Caprock Group, LLC | 0.01% | No change | 10,395 | $350K |
| EnRich Financial Partners LLC | 0.12% | Add +6.2% | 10,254 | $345K |
| Simplicity Wealth,LLC | 0.03% | New | 10,237 | $345K |
| Creative Capital Management Investments LLC | 0.13% | Reduce -1.4% | 9,923 | $334K |
| Commonwealth Equity Services, LLC | 0.00% | Add +13.4% | 9,806 | $330K |
| Schwarz Dygos Wheeler Investment Advisors LLC | 0.08% | Add +0.1% | 9,535 | $321K |
| Babb Wealth Advisors LLC | 0.25% | Reduce -2.4% | 9,253 | $312K |
| Arlington Financial Advisors, LLC | 0.05% | Reduce -11.8% | 9,071 | $306K |
| Harbour Investments, Inc. | 0.01% | Add +1.4% | 8,970 | $302K |
| Parcion Private Wealth LLC | 0.02% | Add +7.0% | 8,448 | $285K |
| LPL Financial LLC | 0.00% | Add +16.2% | 8,302 | $280K |
| Jentner Corp | 0.08% | No change | 8,275 | $279K |
| Freedom Financial Partners LLC | 0.13% | Add +0.5% | 8,155 | $275K |
| Aerodigm Wealth, LLC | 0.15% | New | 7,754 | $261K |
| Fiduciary Financial Group, LLC | 0.06% | Reduce -18.5% | 8,271 | $259K |
| Flagstone Financial Management | 0.08% | New | 7,533 | $254K |
| Financial Counselors Inc. | 0.00% | Reduce -13.7% | 7,499 | $253K |
| Wealth Management Strategies, Inc. | 0.17% | New | 7,440 | $251K |
| Level Financial Advisors | 0.08% | Add +0.3% | 7,379 | $249K |
| Rehmann Capital Advisory Group | 0.02% | No change | 7,255 | $244K |
| Cassaday & Co Wealth Management LLC | 0.01% | Reduce -0.7% | 7,205 | $243K |
| Geometric Wealth Advisors | 0.04% | No change | 7,002 | $236K |
| Hill Investment Group Partners, LLC | 0.03% | Reduce -3.4% | 6,966 | $235K |
| Chicago Partners Investment Group LLC | 0.01% | Add +5.8% | 6,772 | $234K |
| Apollon Wealth Management, LLC | 0.01% | No change | 6,890 | $232K |
"% 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.