Dimensional Em Sus CORE1 ETFDFSEETF
13F holders, Q2 2025 (June 30)142holders +3
17new positions
12sold out
1famous investor
$38.07avg. 13F price*
At the end of Q2 2025, 142 institutions reported holding Dimensional Em Sus CORE1 ETF (DFSE) in their 13F filings, up 3 from Q1 2025. 17 opened new positions and 12 sold out. The largest holders were Awm Capital, LLC ($23.9M), Quantum Financial Advisors, LLC ($21.8M) and Maseco LLP ($20.9M). 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 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 17 | $21.9M |
| Exits | 12 | $8.5M |
All 13F filers, Q1 2025 → Q2 2025: 1,145,489 shares bought and 827,284 shares sold, net +318,205 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 142 holders
| Awm Capital, LLC | 2.51% | Reduce -28.9% | 627,225 | $23.9M |
| Quantum Financial Advisors, LLC | 2.96% | Reduce -1.7% | 573,927 | $21.8M |
| Maseco LLP | 0.79% | — | 548,175 | $20.9M |
| Focus Partners Wealth | 0.04% | Add +72.0% | 537,973 | $20.5M |
| Forum Financial Management, LP | 0.23% | Add +0.1% | 396,139 | $15.1M |
| Five Oceans Advisors | 5.71% | Add +5.9% | 351,894 | $13.4M |
| Abacus Wealth Partners, LLC | 1.96% | Reduce -35.9% | 336,694 | $12.8M |
| Citrine Capital LLC | 6.18% | Add +1.1% | 305,892 | $11.6M |
| LongView Asset Management LLC | 7.61% | Add +21.4% | 264,706 | $10.1M |
| Retirement Solution LLC | 2.57% | Reduce -0.1% | 264,639 | $10.1M |
| Pathstone Holdings, LLC | 0.03% | Add +34.0% | 222,203 | $8.5M |
| Old Mission Capital LLC | 0.21% | New | 207,019 | $7.9M |
| Jane Street Group, LLC | 0.01% | Reduce -6.8% | 187,337 | $7.1M |
| Willow Creek Wealth Management Inc. | 0.56% | Reduce -10.4% | 163,365 | $6.2M |
| Sachem Hill LLC | 1.15% | Add +154.6% | 148,343 | $5.6M |
| Wealth Architects, LLC | 0.55% | Add +17.3% | 141,811 | $5.4M |
| Savant Capital, LLC | 0.03% | Add +2.7% | 126,792 | $4.8M |
| Thrivent Financial for Lutherans | 0.01% | New | 122,146 | $4.6M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -3.2% | 96,572 | $3.7M |
| Balanced Rock Investment Advisors LLC | 2.68% | Add +3.0% | 89,766 | $3.4M |
| Asset Dedication, LLC | 0.22% | Reduce -0.2% | 80,064 | $3.0M |
| New Capital Management LP | 0.80% | Add +8.2% | 74,936 | $2.9M |
| Pure Financial Advisors, LLC | 0.05% | Add +64.2% | 72,913 | $2.8M |
| Brighton Jones LLC | 0.07% | Add +10.9% | 71,492 | $2.7M |
| RAM Investment Partners, LLC | 0.53% | Add +17.4% | 66,500 | $2.5M |
| OneDigital Investment Advisors LLC | 0.03% | Reduce -4.9% | 64,715 | $2.5M |
| Heritage Financial Services, LLC | 0.22% | Reduce -0.2% | 60,784 | $2.3M |
| Allodium Investment Consultants, LLC | 1.46% | Reduce -0.9% | 60,540 | $2.3M |
| Drive Wealth Management, LLC | 0.48% | Add +2.0% | 57,274 | $2.2M |
| Hill Island Financial LLC | 0.58% | New | 55,089 | $2.1M |
| Apella Capital, LLC | 0.05% | Add +8.5% | 51,928 | $2.0M |
| Klaas Financial Asset Advisors, LLC | 0.30% | Add +8.4% | 49,829 | $1.9M |
| Triune Financial Partners, LLC | 0.49% | New | 47,098 | $1.8M |
| TCI Wealth Advisors, Inc. | 0.12% | New | 46,837 | $1.8M |
| Focus Partners Advisor Solutions, LLC | 0.02% | Reduce -2.5% | 46,573 | $1.8M |
| Perigon Wealth Management, LLC | 0.04% | Add +2.1% | 43,944 | $1.7M |
| Planning Center, Inc. | 0.18% | Add +3.1% | 42,127 | $1.6M |
| Navigoe, LLC | 1.00% | No change | 34,734 | $1.3M |
| Corient Private Wealth LP | 0.00% | Reduce -49.0% | 33,684 | $1.3M |
| Cordant, Inc. | 0.59% | Reduce -3.0% | 32,121 | $1.2M |
| Longview Financial Advisors LLC | 0.76% | Add +6.0% | 31,932 | $1.2M |
| Truepoint, Inc. | 0.03% | Reduce -4.3% | 31,701 | $1.2M |
| Quarry Hill Advisors, LLC | 0.68% | Add +7.0% | 30,796 | $1.2M |
| Waypoint Wealth Partners Inc. | 0.28% | Add +34.0% | 30,733 | $1.2M |
| Cerity Partners LLC | 0.00% | New | 29,778 | $1.2M |
| Burton Enright Welch | 0.19% | No change | 28,683 | $1.1M |
| RW Investment Management LLC | 0.12% | Add +0.0% | 27,435 | $1.0M |
| Cambridge Financial Group, LLC | 0.34% | Reduce -29.5% | 23,530 | $896K |
| Seven Mile Advisory | 0.50% | No change | 21,695 | $826K |
| Momentous Wealth Management, Inc. | 0.53% | Add +7.9% | 21,636 | $823K |
| Addison Advisors LLC | 0.20% | Add +3.4% | 21,443 | $816K |
| Northland Capital Management LLC | 0.50% | Add +1.5% | 21,400 | $814K |
| Morling Financial Advisors, LLC | 0.25% | Add +0.1% | 19,960 | $760K |
| Nwam LLC | 0.04% | Reduce -15.2% | 19,553 | $744K |
| Cardinal Point Capital Management ULC | 0.06% | Reduce -15.2% | 19,500 | $742K |
| Aspen Capital Management, LLC | 0.19% | New | 18,254 | $695K |
| Henrickson Nauta Wealth Advisors, Inc. | 0.23% | Add +1.1% | 17,625 | $671K |
| Modera Wealth Management, LLC | 0.01% | Reduce -0.6% | 16,745 | $637K |
| EP Wealth Advisors, LLC | 0.00% | Reduce -21.0% | 16,707 | $636K |
| Trellis Wealth Advisors LLC | 0.27% | Add +0.7% | 16,284 | $620K |
| Farther Finance Advisors, LLC | 0.01% | Add +1.7% | 16,222 | $617K |
| Betterment LLC | 0.00% | Reduce -22.8% | 16,083 | $612K |
| Meritas Wealth Management, LLC | 0.34% | Add +0.6% | 16,037 | $610K |
| Sequoia Financial Advisors, LLC | 0.00% | Add +0.3% | 15,102 | $575K |
| Syverson Strege & Co | 0.13% | Add +0.0% | 14,790 | $563K |
| Exencial Wealth Advisors, LLC | 0.02% | No change | 14,563 | $554K |
| BetterWealth, LLC | 0.13% | Add +1.2% | 13,808 | $526K |
| Rockbridge Investment Management, LCC | 0.06% | Reduce -7.1% | 13,482 | $513K |
| Premier Financial Group | 0.14% | — | 12,943 | $511K |
| Wealthstream Advisors, Inc. | 0.08% | Add +6.2% | 12,892 | $491K |
| Equita Financial Network, Inc. | 0.19% | Add +93.9% | 12,747 | $485K |
| NewEdge Advisors, LLC | 0.00% | Add +0.0% | 12,071 | $459K |
| LPL Financial LLC | 0.00% | Add +44.9% | 12,032 | $458K |
| AdvisorNet Financial, Inc | 0.03% | Add +9.7% | 11,592 | $441K |
| Heck Capital Advisors, LLC | 0.04% | Reduce -0.0% | 11,517 | $438K |
| North Ridge Wealth Advisors, Inc. | 0.26% | Reduce -10.6% | 11,204 | $426K |
| Commonwealth Equity Services, LLC | 0.00% | Add +4.5% | 10,247 | $390K |
| Freedom Financial Partners LLC | 0.16% | Add +25.3% | 10,217 | $389K |
| Parcion Private Wealth LLC | 0.03% | Add +19.5% | 10,097 | $384K |
| Creative Capital Management Investments LLC | 0.13% | Reduce -2.7% | 9,657 | $368K |
| Schwarz Dygos Wheeler Investment Advisors LLC | 0.08% | No change | 9,535 | $363K |
| Harbour Investments, Inc. | 0.01% | Add +5.4% | 9,453 | $360K |
| RHS Financial, LLC | 0.20% | Reduce -19.3% | 9,308 | $354K |
| EnRich Financial Partners LLC | 0.11% | Reduce -9.4% | 9,285 | $353K |
| Babb Wealth Advisors LLC | 0.26% | Add +0.2% | 9,272 | $353K |
| Wealth Management Strategies, Inc. | 0.19% | Add +23.6% | 9,194 | $350K |
| Fiduciary Financial Group, LLC | 0.06% | Add +7.0% | 8,849 | $337K |
| Jentner Corp | 0.09% | Add +3.3% | 8,551 | $325K |
| Flagstone Financial Management | 0.09% | Add +11.0% | 8,359 | $318K |
| Level Financial Advisors | 0.09% | Add +8.4% | 7,996 | $304K |
| HighTower Advisors, LLC | 0.00% | New | 7,766 | $296K |
| Citadel Advisors | 0.00% | Reduce -46.7% | 7,498 | $285K |
| Sellwood Investment Partners LLC | 0.13% | New | 7,261 | $276K |
| Rehmann Capital Advisory Group | 0.02% | No change | 7,255 | $276K |
| Cassaday & Co Wealth Management LLC | 0.01% | No change | 7,205 | $274K |
| Chicago Partners Investment Group LLC | 0.01% | No change | 6,772 | $266K |
| Hill Investment Group Partners, LLC | 0.03% | No change | 6,966 | $265K |
| Apollon Wealth Management, LLC | 0.01% | No change | 6,890 | $262K |
| Wealth Advisors Northwest LLC | 0.13% | Add +4.1% | 6,631 | $252K |
| Grand Wealth Management, LLC | 0.13% | Add +0.4% | 6,560 | $250K |
"% 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.