Dimensional Em Sus CORE1 ETFDFSEETF
13F holders, Q4 2025 (December 31)165holders +17
14new positions
4sold out
$41.50avg. 13F price*
At the end of Q4 2025, 165 institutions reported holding Dimensional Em Sus CORE1 ETF (DFSE) in their 13F filings, up 17 from Q3 2025. 14 opened new positions and 4 sold out. The largest holders were Awm Capital, LLC ($29.7M), Maseco LLP ($23.8M) and Quantum Financial Advisors, LLC ($23.1M).
- Company
- Dimensional Em Sus CORE1 ETF
- CUSIP
- 25434V682
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 14 | $7.7M |
| Exits | 4 | $3.4M |
All 13F filers, Q3 2025 → Q4 2025: 659,311 shares bought and 184,892 shares sold, net +474,419 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 165 holders
| Awm Capital, LLC | 2.70% | Add +6.1% | 716,841 | $29.7M |
| Maseco LLP | 1.04% | Add +2.8% | 573,639 | $23.8M |
| Quantum Financial Advisors, LLC | 2.60% | Reduce -1.0% | 557,319 | $23.1M |
| Focus Partners Wealth | 0.03% | Reduce -1.7% | 533,465 | $22.1M |
| Pathstone Holdings, LLC | 0.08% | Add +51.2% | 515,409 | $21.4M |
| Five Oceans Advisors | 6.35% | Add +3.9% | 433,525 | $18.0M |
| Forum Financial Management, LP | 0.21% | Reduce -0.5% | 395,289 | $16.4M |
| Abacus Wealth Partners, LLC | 1.39% | Add +0.3% | 341,471 | $14.2M |
| Citrine Capital LLC | 6.13% | Add +1.6% | 318,401 | $13.2M |
| LongView Asset Management LLC | 8.50% | Add +0.4% | 293,983 | $12.2M |
| Retirement Solution LLC | 2.42% | Add +0.5% | 263,432 | $10.9M |
| Wealth Architects, LLC | 0.59% | Add +7.7% | 157,775 | $6.5M |
| Greenspring Advisors, LLC | 0.38% | Add +12.3% | 149,790 | $6.2M |
| Savant Capital, LLC | 0.03% | Add +10.7% | 137,352 | $5.7M |
| Thrivent Financial for Lutherans | 0.01% | New | 128,736 | $5.3M |
| Sachem Hill LLC | 1.03% | Reduce -0.0% | 127,682 | $5.3M |
| Pure Financial Advisors, LLC | 0.07% | Add +34.9% | 109,056 | $4.5M |
| Francis Financial, Inc. | 0.87% | Add +0.1% | 107,308 | $4.5M |
| Balanced Rock Investment Advisors LLC | 2.64% | Add +2.2% | 89,609 | $3.7M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -2.6% | 84,618 | $3.6M |
| Asset Dedication, LLC | 0.23% | Add +2.8% | 85,379 | $3.5M |
| TCI Wealth Advisors, Inc. | 0.19% | Add +7.8% | 85,045 | $3.5M |
| Apella Capital, LLC | 0.06% | Add +14.8% | 78,019 | $3.2M |
| Allodium Investment Consultants, LLC | 1.60% | Reduce -0.3% | 75,996 | $3.2M |
| New Capital Management LP | 0.77% | Reduce -0.8% | 74,312 | $3.1M |
| RAM Investment Partners, LLC | 0.51% | Add +3.1% | 67,844 | $2.8M |
| Drive Wealth Management, LLC | 0.53% | Add +10.2% | 66,064 | $2.7M |
| OneDigital Investment Advisors LLC | 0.03% | Reduce -3.3% | 63,481 | $2.6M |
| Heritage Financial Services, LLC | 0.21% | Add +1.5% | 59,733 | $2.5M |
| Hill Island Financial LLC | 0.55% | Add +0.8% | 55,524 | $2.3M |
| Navigoe, LLC | 1.41% | No change | 55,132 | $2.3M |
| Focus Partners Advisor Solutions, LLC | 0.03% | Reduce -12.7% | 54,346 | $2.3M |
| Perigon Wealth Management, LLC | 0.04% | Add +5.0% | 52,781 | $2.2M |
| Mercer Global Advisors Inc. | 0.00% | Add +19.6% | 52,603 | $2.2M |
| Klaas Financial Asset Advisors, LLC | 0.29% | Reduce -5.2% | 48,601 | $2.0M |
| Triune Financial Partners, LLC | 0.47% | Reduce -2.4% | 45,151 | $2.0M |
| Quarry Hill Advisors, LLC | 0.93% | Add +28.4% | 48,215 | $2.0M |
| Beacon Pointe Advisors, LLC | 0.01% | Add +4.1% | 45,798 | $1.9M |
| Corient Private Wealth LP | 0.00% | Add +4.7% | 44,384 | $1.8M |
| Henrickson Nauta Wealth Advisors, Inc. | 0.24% | Add +103.8% | 38,106 | $1.6M |
| Planning Center, Inc. | 0.16% | Reduce -8.6% | 37,627 | $1.6M |
| Simplicity Wealth,LLC | 0.09% | Add +216.7% | 36,298 | $1.5M |
| Longview Financial Advisors LLC | 0.82% | Add +2.6% | 35,991 | $1.5M |
| Truepoint, Inc. | 0.03% | Add +0.1% | 31,689 | $1.3M |
| Cordant, Inc. | 0.55% | Reduce -1.1% | 31,660 | $1.3M |
| Cerity Partners LLC | 0.00% | Reduce -1.9% | 28,584 | $1.2M |
| Betterment LLC | 0.00% | Add +17.2% | 29,875 | $1.2M |
| Cambridge Financial Group, LLC | 0.41% | Add +5.1% | 33,830 | $1.2M |
| Equita Financial Network, Inc. | 0.36% | Add +34.2% | 28,476 | $1.2M |
| Burton Enright Welch | 0.16% | Add +7.7% | 26,810 | $1.1M |
| Rockbridge Investment Management, LCC | 0.09% | Add +0.7% | 23,998 | $995K |
| Addison Advisors LLC | 0.22% | Reduce -1.0% | 23,734 | $984K |
| Jane Street Group, LLC | 0.00% | Reduce -69.1% | 23,248 | $964K |
| Northland Capital Management LLC | 0.53% | Reduce -0.3% | 22,691 | $941K |
| Seven Mile Advisory | 0.16% | Add +6.3% | 22,527 | $934K |
| Broadhurst Jeffrey B | 0.95% | — | 21,942 | $910K |
| Momentous Wealth Management, Inc. | 0.50% | Reduce -0.9% | 21,057 | $873K |
| SeedSafe Financial LLC | 0.76% | — | 20,711 | $859K |
| Morling Financial Advisors, LLC | 0.26% | Add +0.8% | 20,176 | $837K |
| Cardinal Point Capital Management ULC | 0.05% | Add +1.0% | 20,166 | $836K |
| Aspen Capital Management, LLC | 0.19% | Add +1.7% | 18,901 | $784K |
| MB Generational Wealth, LLC | 0.40% | Add +11.0% | 18,397 | $763K |
| Wheels Up Wealth, Inc. | 0.71% | — | 18,343 | $761K |
| Nwam LLC | 0.04% | Reduce -5.0% | 18,107 | $751K |
| Modera Wealth Management, LLC | 0.01% | Add +1.2% | 16,906 | $701K |
| Sequoia Financial Advisors, LLC | 0.00% | Add +7.4% | 16,090 | $667K |
| Meritas Wealth Management, LLC | 0.32% | Add +0.4% | 16,030 | $665K |
| Trellis Wealth Advisors LLC | 0.25% | Add +0.3% | 15,709 | $652K |
| Foster Group, Inc. | 0.02% | Add +5.7% | 15,187 | $630K |
| NewEdge Wealth, LLC | 0.01% | Add +54.4% | 14,869 | $617K |
| Sensenig Capital Advisors, Inc | 0.60% | — | 14,220 | $590K |
| Exencial Wealth Advisors, LLC | 0.02% | No change | 13,830 | $574K |
| Syverson Strege & Co | 0.13% | Reduce -3.6% | 13,706 | $569K |
| North Ridge Wealth Advisors, Inc. | 0.31% | Add +15.0% | 13,186 | $547K |
| Farther Finance Advisors, LLC | 0.01% | Reduce -19.8% | 13,003 | $539K |
| Flagstone Financial Management | 0.13% | Add +14.2% | 12,611 | $523K |
| BetterWealth, LLC | 0.12% | Reduce -13.4% | 12,528 | $520K |
| LPL Financial LLC | 0.00% | Reduce -2.3% | 12,080 | $501K |
| HighTower Advisors, LLC | 0.00% | Add +5.9% | 12,035 | $499K |
| SB Capital Management Inc | 0.18% | — | 11,939 | $495K |
| NewEdge Advisors, LLC | 0.00% | Reduce -2.6% | 11,755 | $488K |
| Premier Financial Group | 0.13% | Reduce -1.3% | 11,575 | $483K |
| Commonwealth Equity Services, LLC | 0.00% | Add +10.2% | 11,603 | $481K |
| Babb Wealth Advisors LLC | 0.26% | Add +19.6% | 11,004 | $456K |
| Heck Capital Advisors, LLC | 0.03% | Reduce -4.4% | 10,996 | $456K |
| EP Wealth Advisors, LLC | 0.00% | — | 10,856 | $450K |
| Mariner, LLC | 0.00% | New | 10,642 | $441K |
| Fiduciary Financial Group, LLC | 0.06% | Add +10.3% | 10,514 | $436K |
| Caprock Group, LLC | 0.01% | Reduce -0.2% | 10,372 | $430K |
| Freedom Financial Partners LLC | 0.16% | Add +0.7% | 10,365 | $430K |
| AdvisorNet Financial, Inc | 0.02% | Reduce -0.0% | 10,273 | $426K |
| Parcion Private Wealth LLC | 0.03% | Reduce -0.0% | 10,233 | $424K |
| RHS Financial, LLC | 0.20% | Add +3.7% | 10,112 | $419K |
| Rehmann Capital Advisory Group | 0.02% | Add +1.0% | 9,855 | $409K |
| MLG Wealth Management DBA Pine Grove Financial Group | 0.05% | — | 9,434 | $391K |
| Level Financial Advisors | 0.10% | Add +9.8% | 9,036 | $375K |
| Wealth Management Strategies, Inc. | 0.17% | Reduce -3.7% | 8,921 | $370K |
| EnRich Financial Partners LLC | 0.10% | Reduce -5.8% | 8,716 | $362K |
| Schwarz Dygos Wheeler Investment Advisors LLC | 0.07% | Reduce -8.4% | 8,533 | $354K |
| Chicago Partners Investment Group LLC | 0.01% | Add +18.0% | 7,993 | $353K |
| Hill Investment Group Partners, LLC | 0.04% | Add +27.8% | 8,417 | $349K |
| Midwest Trust Co | 0.00% | Reduce -0.1% | 8,379 | $348K |
| Harbour Investments, Inc. | 0.01% | Reduce -11.6% | 8,249 | $342K |
| Creative Capital Management Investments LLC | 0.10% | Reduce -16.1% | 8,098 | $336K |
| CGN Advisors LLC | 0.03% | Add +8.3% | 7,717 | $320K |
| Sellwood Investment Partners LLC | 0.12% | No change | 7,684 | $319K |
| Professional Financial Solutions LLC | 0.28% | — | 7,273 | $302K |
| Cassaday & Co Wealth Management LLC | 0.01% | Add +0.6% | 7,232 | $300K |
| Grand Wealth Management, LLC | 0.13% | Reduce -1.2% | 7,116 | $295K |
| Compass Capital Corp. /Ma/ | 0.11% | Add +0.6% | 6,487 | $295K |
| Captrust Financial Advisors | 0.00% | New | 6,993 | $290K |
| Root Financial Partners, LLC | 0.01% | Add +62.7% | 6,973 | $289K |
| Vise Technologies, Inc. | 0.01% | New | 6,973 | $289K |
| Apollon Wealth Management, LLC | 0.01% | No change | 6,890 | $286K |
| Bridgewater Advisors Inc. | 0.02% | New | 6,474 | $282K |
| Foundation Wealth Management, LLC\PA | 0.10% | Add +0.7% | 6,393 | $265K |
| Wealth Advisors Northwest LLC | 0.11% | Add +14.0% | 6,245 | $259K |
| Three Arch Wealth Management LLC | 0.05% | — | 6,158 | $255K |
| Petersen Hastings Wealth Advisors Inc. | 0.02% | — | 6,077 | $252K |
| Tanager Wealth Management LLP | 0.03% | Reduce -0.7% | 6,032 | $250K |
| Donalies Financial Planning, LLC | 0.20% | — | 5,589 | $232K |
| Private Advisor Group, LLC | 0.00% | Add +1.1% | 5,525 | $229K |
| Mills Wealth Advisors LLC | 0.09% | Add +3.3% | 5,421 | $225K |
| XY Planning Network, Inc. | 0.04% | New | 5,421 | $225K |
| United Wealth Management, LLC | 0.06% | No change | 5,411 | $224K |
| Creative Planning | 0.00% | New | 5,151 | $214K |
| McGrath & Associates, Inc. | 0.30% | Add +0.2% | 5,105 | $212K |
| Mission Wealth Management, LP | 0.00% | New | 5,097 | $211K |
| Bridge Generations Wealth Management LLC | 0.13% | No change | 4,884 | $203K |
| WPWealth LLP | 0.03% | New | 4,843 | $201K |
| Physician Wealth Advisors, Inc. | 0.03% | Add +0.0% | 4,814 | $200K |
| DiNuzzo Private Wealth, Inc. | 0.02% | Reduce -8.6% | 4,392 | $182K |
| Vermillion Wealth Management, Inc. | 0.07% | Add +0.7% | 4,098 | $170K |
| Allworth Financial LP | 0.00% | Add +0.7% | 3,957 | $164K |
| Washington Trust Advisors, Inc. | 0.01% | Add +0.7% | 2,440 | $101K |
| Orion Capital Management LLC | 0.03% | Add +0.4% | 2,332 | $97K |
| Cardiff Park Advisors, LLC | 0.01% | Add +63.2% | 2,250 | $93K |
| Pinney & Scofield, Inc. | 0.05% | Add +111.5% | 2,180 | $90K |
| Osaic Holdings, Inc. | 0.00% | Add +25.6% | 2,138 | $89K |
| Kestra Advisory Services, LLC | 0.00% | New | 1,862 | $77K |
| Red Tortoise LLC | 0.03% | No change | 1,851 | $77K |
| JPMorgan Chase & Co. | 0.00% | Add +329.4% | 1,825 | $76K |
| Keystone Financial Group, Inc. | 0.04% | Add +8.6% | 1,645 | $68K |
| WealthCollab, LLC | 0.02% | No change | 1,467 | $61K |
| Larson Financial Group LLC | 0.00% | New | 1,423 | $59K |
| Signature Resources Capital Management, LLC | 0.03% | Add +1.2% | 1,386 | $57K |
| Red Lighthouse Investment Management, LLC | 0.02% | Add +9.9% | 1,345 | $56K |
| Curio Wealth, LLC | 0.02% | No change | 1,180 | $49K |
| Cwm, LLC | 0.00% | No change | 1,137 | $47K |
| US Bancorp \de | 0.00% | New | 824 | $34K |
| C M Bidwell & Associates Ltd. | 0.02% | No change | 800 | $33K |
| Blume Capital Management, Inc. | 0.01% | No change | 800 | $33K |
| Smartleaf Asset Management LLC | 0.00% | No change | 777 | $32K |
| Royal Bank of Canada | 0.00% | Add +91.5% | 563 | $23K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 475 | $20K |
| Elevation Wealth Partners, LLC | 0.01% | Add +0.7% | 465 | $19K |
| Coston, McIsaac & Partners | 0.00% | No change | 454 | $18K |
| Bank of Montreal | 0.00% | Add +425.0% | 420 | $17K |
| Glass Jacobson Investment Advisors llc | 0.01% | Add +0.6% | 365 | $15K |
| IFP Advisors, Inc | 0.00% | Add +8.8% | 346 | $14K |
| JNBA Financial Advisors | 0.00% | New | 339 | $14K |
| UBS Group AG | 0.00% | New | 255 | $11K |
| Strategic Investment Solutions, Inc. | 0.00% | Add +1.3% | 78 | $3K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 55 | $2K |
| AlphaCore Capital LLC | 0.00% | No change | 47 | $2K |
"% 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.