Dimensional Em Sus CORE1 ETFDFSEETF
13F holders, Q3 2025 (September 30)148holders +6
13new positions
6sold out
$41.10avg. 13F price*
At the end of Q3 2025, 148 institutions reported holding Dimensional Em Sus CORE1 ETF (DFSE) in their 13F filings, up 6 from Q2 2025. 13 opened new positions and 6 sold out. The largest holders were Awm Capital, LLC ($27.8M), Quantum Financial Advisors, LLC ($23.1M) and Maseco LLP ($22.9M).
- Company
- Dimensional Em Sus CORE1 ETF
- CUSIP
- 25434V682
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 13 | $10.5M |
| Exits | 6 | $13.3M |
All 13F filers, Q2 2025 → Q3 2025: 757,557 shares bought and 527,546 shares sold, net +230,011 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 148 holders
| Awm Capital, LLC | 2.52% | Add +7.7% | 675,590 | $27.8M |
| Quantum Financial Advisors, LLC | 2.82% | Reduce -1.9% | 562,822 | $23.1M |
| Maseco LLP | 1.11% | Add +1.8% | 558,185 | $22.9M |
| Focus Partners Wealth | 0.04% | Add +0.8% | 542,461 | $22.3M |
| Five Oceans Advisors | 6.31% | Add +18.5% | 417,134 | $17.1M |
| Forum Financial Management, LP | 0.22% | Add +0.3% | 397,163 | $16.3M |
| Pathstone Holdings, LLC | 0.05% | Add +53.4% | 340,812 | $14.0M |
| Abacus Wealth Partners, LLC | 2.01% | Add +1.1% | 340,567 | $14.0M |
| Citrine Capital LLC | 5.96% | Add +2.5% | 313,373 | $12.9M |
| LongView Asset Management LLC | 8.31% | Add +10.6% | 292,769 | $12.0M |
| Retirement Solution LLC | 2.57% | Reduce -0.9% | 262,145 | $10.8M |
| Willow Creek Wealth Management Inc. | 0.56% | Add +1.5% | 165,745 | $6.8M |
| Wealth Architects, LLC | 0.57% | Add +3.3% | 146,481 | $6.0M |
| Greenspring Advisors, LLC | 0.97% | — | 133,416 | $5.5M |
| Sachem Hill LLC | 1.05% | Reduce -13.9% | 127,700 | $5.2M |
| Savant Capital, LLC | 0.03% | Reduce -2.1% | 124,129 | $5.1M |
| Francis Financial, Inc. | 0.78% | New | 107,165 | $4.4M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -10.1% | 86,863 | $3.6M |
| Balanced Rock Investment Advisors LLC | 2.63% | Reduce -2.4% | 87,655 | $3.6M |
| Asset Dedication, LLC | 0.23% | Add +3.7% | 83,062 | $3.4M |
| Pure Financial Advisors, LLC | 0.05% | Add +10.8% | 80,816 | $3.3M |
| TCI Wealth Advisors, Inc. | 0.19% | Add +68.4% | 78,860 | $3.2M |
| Allodium Investment Consultants, LLC | 1.77% | Add +25.9% | 76,235 | $3.1M |
| Jane Street Group, LLC | 0.00% | Reduce -59.9% | 75,156 | $3.1M |
| New Capital Management LP | 0.81% | Reduce -0.1% | 74,880 | $3.1M |
| Brighton Jones LLC | 0.07% | Add +1.9% | 72,881 | $3.0M |
| Apella Capital, LLC | 0.06% | Add +30.9% | 67,961 | $2.8M |
| RAM Investment Partners, LLC | 0.51% | Reduce -1.0% | 65,814 | $2.7M |
| OneDigital Investment Advisors LLC | 0.03% | Add +1.5% | 65,662 | $2.7M |
| Focus Partners Advisor Solutions, LLC | 0.03% | Add +33.6% | 62,239 | $2.6M |
| Drive Wealth Management, LLC | 0.52% | Add +4.7% | 59,959 | $2.5M |
| Heritage Financial Services, LLC | 0.22% | Reduce -3.2% | 58,856 | $2.4M |
| Navigoe, LLC | 1.45% | Add +58.7% | 55,132 | $2.3M |
| Hill Island Financial LLC | 0.57% | No change | 55,089 | $2.3M |
| Klaas Financial Asset Advisors, LLC | 0.32% | Add +2.9% | 51,278 | $2.1M |
| Perigon Wealth Management, LLC | 0.04% | Add +14.4% | 50,273 | $2.1M |
| Triune Financial Partners, LLC | 0.48% | Reduce -1.8% | 46,246 | $1.9M |
| Beacon Pointe Advisors, LLC | 0.02% | New | 43,984 | $1.8M |
| Mercer Global Advisors Inc. | 0.00% | New | 43,967 | $1.8M |
| Corient Private Wealth LP | 0.00% | Add +25.9% | 42,411 | $1.7M |
| Planning Center, Inc. | 0.18% | Reduce -2.3% | 41,181 | $1.7M |
| Quarry Hill Advisors, LLC | 0.79% | Add +22.0% | 37,558 | $1.5M |
| Longview Financial Advisors LLC | 0.83% | Add +9.9% | 35,093 | $1.4M |
| Cambridge Financial Group, LLC | 0.43% | Add +36.8% | 32,182 | $1.3M |
| Cordant, Inc. | 0.59% | Reduce -0.3% | 32,010 | $1.3M |
| Truepoint, Inc. | 0.03% | Reduce -0.2% | 31,649 | $1.3M |
| RW Investment Management LLC | 0.13% | Add +12.3% | 30,813 | $1.3M |
| Cerity Partners LLC | 0.00% | Reduce -2.1% | 29,140 | $1.2M |
| Betterment LLC | 0.00% | Add +58.5% | 25,497 | $1.0M |
| Burton Enright Welch | 0.15% | Reduce -13.2% | 24,899 | $1.0M |
| Addison Advisors LLC | 0.23% | Add +11.8% | 23,974 | $985K |
| Rockbridge Investment Management, LCC | 0.10% | Add +76.8% | 23,833 | $979K |
| Northland Capital Management LLC | 0.55% | Add +6.4% | 22,771 | $936K |
| Momentous Wealth Management, Inc. | 0.55% | Reduce -1.8% | 21,255 | $873K |
| Equita Financial Network, Inc. | 0.29% | Add +66.5% | 21,220 | $872K |
| Seven Mile Advisory | 0.14% | Reduce -2.3% | 21,191 | $871K |
| Morling Financial Advisors, LLC | 0.27% | Add +0.3% | 20,010 | $822K |
| Cardinal Point Capital Management ULC | 0.06% | Add +2.4% | 19,975 | $819K |
| Nwam LLC | 0.04% | Reduce -2.5% | 19,069 | $784K |
| Henrickson Nauta Wealth Advisors, Inc. | 0.24% | Add +6.1% | 18,696 | $768K |
| Aspen Capital Management, LLC | 0.19% | Add +1.8% | 18,578 | $763K |
| Modera Wealth Management, LLC | 0.01% | Reduce -0.2% | 16,706 | $686K |
| MB Generational Wealth, LLC | 0.43% | — | 16,574 | $681K |
| Farther Finance Advisors, LLC | 0.01% | No change | 16,222 | $667K |
| Meritas Wealth Management, LLC | 0.33% | Reduce -0.4% | 15,968 | $656K |
| Trellis Wealth Advisors LLC | 0.26% | Reduce -3.8% | 15,668 | $644K |
| Sequoia Financial Advisors, LLC | 0.00% | Reduce -0.8% | 14,976 | $615K |
| Wealthstream Advisors, Inc. | 0.09% | Add +12.9% | 14,555 | $598K |
| BetterWealth, LLC | 0.14% | Add +4.7% | 14,459 | $594K |
| Foster Group, Inc. | 0.02% | New | 14,374 | $591K |
| Syverson Strege & Co | 0.14% | Reduce -3.9% | 14,212 | $584K |
| Exencial Wealth Advisors, LLC | 0.02% | Reduce -5.0% | 13,830 | $568K |
| LPL Financial LLC | 0.00% | Add +2.8% | 12,370 | $508K |
| NewEdge Advisors, LLC | 0.00% | Add +0.0% | 12,073 | $496K |
| Premier Financial Group | 0.13% | Reduce -9.4% | 11,732 | $481K |
| Heck Capital Advisors, LLC | 0.04% | Reduce -0.2% | 11,499 | $472K |
| North Ridge Wealth Advisors, Inc. | 0.27% | Add +2.3% | 11,466 | $471K |
| Simplicity Wealth,LLC | 0.03% | New | 11,460 | $471K |
| HighTower Advisors, LLC | 0.00% | Add +46.3% | 11,362 | $467K |
| Flagstone Financial Management | 0.12% | Add +32.1% | 11,043 | $454K |
| Commonwealth Equity Services, LLC | 0.00% | Add +2.7% | 10,528 | $433K |
| Freedom Financial Partners LLC | 0.16% | Add +0.7% | 10,293 | $423K |
| AdvisorNet Financial, Inc | 0.02% | Reduce -11.4% | 10,274 | $422K |
| Parcion Private Wealth LLC | 0.03% | Add +1.4% | 10,237 | $421K |
| Caprock Group, LLC | 0.01% | — | 10,395 | $413K |
| NewEdge Wealth, LLC | 0.01% | New | 9,631 | $403K |
| Rehmann Capital Advisory Group | 0.02% | Add +34.5% | 9,755 | $401K |
| RHS Financial, LLC | 0.21% | Add +4.7% | 9,747 | $401K |
| Creative Capital Management Investments LLC | 0.13% | No change | 9,657 | $397K |
| Fiduciary Financial Group, LLC | 0.06% | Add +7.7% | 9,534 | $392K |
| Harbour Investments, Inc. | 0.01% | Reduce -1.2% | 9,336 | $384K |
| Schwarz Dygos Wheeler Investment Advisors LLC | 0.08% | Reduce -2.3% | 9,315 | $383K |
| Wealth Management Strategies, Inc. | 0.19% | Add +0.8% | 9,263 | $381K |
| EnRich Financial Partners LLC | 0.11% | Reduce -0.4% | 9,248 | $380K |
| Babb Wealth Advisors LLC | 0.25% | Reduce -0.8% | 9,197 | $378K |
| Midwest Trust Co | 0.00% | Add +34.2% | 8,390 | $345K |
| Level Financial Advisors | 0.10% | Add +2.9% | 8,231 | $338K |
| Sellwood Investment Partners LLC | 0.13% | Add +5.8% | 7,684 | $316K |
| Grand Wealth Management, LLC | 0.14% | Add +9.8% | 7,200 | $296K |
| Cassaday & Co Wealth Management LLC | 0.01% | Reduce -0.2% | 7,188 | $295K |
"% 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.