Dimensional Em Sus CORE1 ETFDFSEETF
13F holders, Q1 2026 (March 31)175holders +10
18new positions
6sold out
$42.53avg. 13F price*
At the end of Q1 2026, 175 institutions reported holding Dimensional Em Sus CORE1 ETF (DFSE) in their 13F filings, up 10 from Q4 2025. 18 opened new positions and 6 sold out. The largest holders were Awm Capital, LLC ($32.2M), Maseco LLP ($24.9M) and Pathstone Holdings, LLC ($24.2M).
- Company
- Dimensional Em Sus CORE1 ETF
- CUSIP
- 25434V682
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 18 | $16.4M |
| Exits | 6 | $6.2M |
All 13F filers, Q4 2025 → Q1 2026: 1,135,267 shares bought and 285,950 shares sold, net +849,317 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 175 holders
| Awm Capital, LLC | 2.92% | Add +6.1% | 760,676 | $32.2M |
| Maseco LLP | 0.78% | Add +2.6% | 588,403 | $24.9M |
| Pathstone Holdings, LLC | 0.10% | Add +10.7% | 570,391 | $24.2M |
| Focus Partners Wealth | 0.03% | Add +0.7% | 536,976 | $23.8M |
| Quantum Financial Advisors, LLC | 2.60% | Reduce -2.0% | 546,242 | $23.1M |
| Five Oceans Advisors | 6.72% | Add +1.1% | 438,287 | $18.6M |
| Forum Financial Management, LP | 0.22% | Reduce -5.2% | 374,559 | $15.9M |
| Abacus Wealth Partners, LLC | 1.32% | Reduce -0.3% | 340,438 | $14.4M |
| Citrine Capital LLC | 6.04% | Add +3.2% | 328,652 | $13.9M |
| EP Wealth Advisors, LLC | 0.06% | Add +2730.1% | 307,238 | $13.0M |
| Retirement Solution LLC | 2.61% | Reduce -1.1% | 260,449 | $11.0M |
| Savant Capital, LLC | 0.04% | Add +56.3% | 214,628 | $9.1M |
| Wealth Architects, LLC | 0.59% | Reduce -1.0% | 156,151 | $6.6M |
| Greenspring Advisors, LLC | 0.39% | Add +0.4% | 150,393 | $6.4M |
| Sachem Hill LLC | 1.12% | Add +6.6% | 136,088 | $5.8M |
| Elser Financial Planning, Inc | 0.26% | New | 126,714 | $5.3M |
| Pure Financial Advisors, LLC | 0.07% | Reduce -1.1% | 107,826 | $4.6M |
| Apella Capital, LLC | 0.07% | Add +22.5% | 95,547 | $4.5M |
| Francis Financial, Inc. | 0.83% | Reduce -2.2% | 104,993 | $4.4M |
| Balanced Rock Investment Advisors LLC | 2.64% | Reduce -0.8% | 88,905 | $3.8M |
| Jane Street Group, LLC | 0.00% | Add +272.0% | 86,476 | $3.7M |
| TCI Wealth Advisors, Inc. | 0.19% | Reduce -0.1% | 85,003 | $3.6M |
| Brighton Jones LLC | 0.08% | New | 82,127 | $3.5M |
| Allodium Investment Consultants, LLC | 1.57% | Add +1.9% | 77,439 | $3.3M |
| Drive Wealth Management, LLC | 0.67% | Add +12.6% | 74,388 | $3.2M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -13.7% | 73,007 | $3.1M |
| Mercer Global Advisors Inc. | 0.00% | Add +36.9% | 72,002 | $3.1M |
| RAM Investment Partners, LLC | 0.53% | Add +4.7% | 71,045 | $3.0M |
| New Capital Management LP | 0.71% | Reduce -8.1% | 68,277 | $2.9M |
| Asset Dedication, LLC | 0.19% | Reduce -23.2% | 65,540 | $2.8M |
| OneDigital Investment Advisors LLC | 0.03% | Add +1.9% | 64,673 | $2.7M |
| Perigon Wealth Management, LLC | 0.05% | Add +12.8% | 59,535 | $2.5M |
| Quarry Hill Advisors, LLC | 0.98% | Add +3.8% | 50,033 | $2.4M |
| Hill Island Financial LLC | 0.57% | Reduce -0.6% | 55,204 | $2.3M |
| Focus Partners Advisor Solutions, LLC | 0.02% | Add +1.5% | 55,140 | $2.3M |
| Navigoe, LLC | 1.38% | No change | 55,132 | $2.3M |
| Goldman Sachs Group Inc. | 0.00% | New | 50,000 | $2.1M |
| Beacon Pointe Advisors, LLC | 0.01% | Add +8.7% | 49,789 | $2.1M |
| Klaas Financial Asset Advisors, LLC | 0.28% | Reduce -1.1% | 48,078 | $2.0M |
| Corient Private Wealth LP | 0.00% | Add +22.6% | 54,392 | $1.9M |
| Triune Financial Partners, LLC | 0.46% | Add +0.3% | 45,307 | $1.9M |
| Equita Financial Network, Inc. | 0.59% | Add +55.7% | 44,327 | $1.9M |
| Longview Financial Advisors LLC | 0.86% | Add +4.2% | 37,483 | $1.6M |
| Planning Center, Inc. | 0.16% | Reduce -3.3% | 36,373 | $1.5M |
| Cordant, Inc. | 0.60% | Add +10.4% | 34,964 | $1.5M |
| Simplicity Wealth,LLC | 0.08% | Reduce -4.5% | 34,674 | $1.5M |
| RW Investment Management LLC | 0.14% | — | 32,961 | $1.4M |
| Flow Traders U.S. LLC | 0.04% | New | 32,599 | $1.4M |
| Truepoint, Inc. | 0.03% | Add +0.9% | 31,971 | $1.4M |
| Old Mission Capital LLC | 0.03% | New | 31,856 | $1.3M |
| Betterment LLC | 0.00% | Add +3.4% | 30,902 | $1.3M |
| Cerity Partners LLC | 0.00% | Reduce -1.9% | 28,041 | $1.2M |
| Addison Advisors LLC | 0.26% | Add +15.2% | 27,329 | $1.2M |
| Burton Enright Welch | 0.15% | No change | 26,810 | $1.1M |
| Cambridge Financial Group, LLC | 0.37% | Reduce -24.0% | 25,710 | $1.1M |
| Rockbridge Investment Management, LCC | 0.09% | Add +0.6% | 24,134 | $1.0M |
| Broadhurst Jeffrey B | 1.00% | Add +4.8% | 22,999 | $974K |
| HighTower Advisors, LLC | 0.00% | Add +84.0% | 22,143 | $938K |
| SeedSafe Financial LLC | 0.72% | No change | 20,711 | $878K |
| Seven Mile Advisory | 0.63% | Reduce -9.1% | 20,479 | $868K |
| Henrickson Nauta Wealth Advisors, Inc. | 0.24% | Reduce -46.8% | 20,278 | $859K |
| Meritas Wealth Management, LLC | 0.39% | Add +26.2% | 20,228 | $857K |
| Momentous Wealth Management, Inc. | 0.49% | Reduce -4.0% | 20,206 | $856K |
| Harbour Investments, Inc. | 0.01% | Add +143.8% | 20,113 | $852K |
| Aspen Capital Management, LLC | 0.21% | Add +6.3% | 20,087 | $851K |
| Cardinal Point Capital Management ULC | 0.05% | Reduce -0.9% | 19,976 | $846K |
| MB Generational Wealth, LLC | 0.46% | Add +7.3% | 19,744 | $837K |
| Morling Financial Advisors, LLC | 0.24% | Reduce -8.4% | 18,482 | $783K |
| Nwam LLC | 0.04% | Reduce -0.8% | 17,966 | $761K |
| Northland Capital Management LLC | 0.40% | Reduce -23.5% | 17,359 | $735K |
| Wheels Up Wealth, Inc. | 0.67% | Reduce -8.6% | 16,773 | $711K |
| Brown Advisory Inc. | 0.00% | New | 16,644 | $705K |
| Modera Wealth Management, LLC | 0.01% | Reduce -2.9% | 16,424 | $696K |
| Sequoia Financial Advisors, LLC | 0.00% | Add +0.0% | 16,094 | $682K |
| Mariner, LLC | 0.00% | Add +50.1% | 15,973 | $677K |
| Exencial Wealth Advisors, LLC | 0.02% | Add +12.3% | 15,526 | $658K |
| NewEdge Wealth, LLC | 0.01% | Add +4.3% | 15,513 | $657K |
| Creative Capital Management Investments LLC | 0.18% | Add +87.0% | 15,143 | $642K |
| Farther Finance Advisors, LLC | 0.01% | Add +9.9% | 14,288 | $610K |
| Foster Group, Inc. | 0.02% | Reduce -5.4% | 14,364 | $609K |
| Syverson Strege & Co | 0.14% | Reduce -2.4% | 13,384 | $567K |
| North Ridge Wealth Advisors, Inc. | 0.31% | Reduce -1.0% | 13,057 | $553K |
| Root Financial Partners, LLC | 0.03% | Add +85.7% | 12,951 | $549K |
| Sensenig Capital Advisors, Inc | 0.56% | Reduce -9.4% | 12,880 | $546K |
| Trellis Wealth Advisors LLC | 0.21% | Reduce -18.1% | 12,871 | $545K |
| LPL Financial LLC | 0.00% | Add +6.4% | 12,854 | $545K |
| BetterWealth, LLC | 0.10% | Reduce -1.4% | 12,357 | $524K |
| NewEdge Advisors, LLC | 0.00% | No change | 11,755 | $498K |
| Commonwealth Equity Services, LLC | 0.00% | Add +1.0% | 11,715 | $496K |
| Flagstone Financial Management | 0.12% | Reduce -7.1% | 11,712 | $496K |
| Babb Wealth Advisors LLC | 0.26% | Add +0.9% | 11,104 | $470K |
| Fiduciary Financial Group, LLC | 0.06% | Add +5.3% | 11,074 | $469K |
| Freedom Financial Partners LLC | 0.16% | Add +4.9% | 10,872 | $461K |
| Heck Capital Advisors, LLC | 0.03% | Reduce -3.7% | 10,590 | $449K |
| Parcion Private Wealth LLC | 0.03% | Add +3.3% | 10,571 | $448K |
| Rehmann Capital Advisory Group | 0.02% | No change | 9,855 | $418K |
| Hill Investment Group Partners, LLC | 0.04% | Add +13.4% | 9,542 | $404K |
| Caprock Group, LLC | 0.01% | Reduce -8.1% | 9,531 | $404K |
| MLG Wealth Management DBA Pine Grove Financial Group | 0.05% | Add +0.3% | 9,462 | $401K |
| RHS Financial, LLC | 0.19% | Reduce -8.2% | 9,282 | $393K |
| Chicago Partners Investment Group LLC | 0.01% | Add +1.0% | 8,076 | $382K |
| Wealth Management Strategies, Inc. | 0.17% | Add +0.1% | 8,932 | $378K |
| AdvisorNet Financial, Inc | 0.02% | Reduce -13.3% | 8,911 | $378K |
| Grand Wealth Management, LLC | 0.18% | Add +24.4% | 8,850 | $375K |
| Schwarz Dygos Wheeler Investment Advisors LLC | 0.08% | Add +2.4% | 8,737 | $370K |
| Level Financial Advisors | 0.09% | Reduce -4.6% | 8,621 | $365K |
| Midwest Trust Co | 0.00% | Add +2.1% | 8,557 | $363K |
| CGN Advisors LLC | 0.03% | Add +7.7% | 8,313 | $352K |
| Mills Wealth Advisors LLC | 0.12% | Add +48.4% | 8,046 | $341K |
| Three Arch Wealth Management LLC | 0.06% | Add +29.9% | 7,997 | $339K |
| EnRich Financial Partners LLC | 0.09% | Reduce -9.1% | 7,924 | $336K |
| Professional Financial Solutions LLC | 0.29% | Add +5.9% | 7,699 | $326K |
| Sellwood Investment Partners LLC | 0.13% | No change | 7,684 | $326K |
| Modern Wealth Management, LLC | 0.01% | New | 7,582 | $324K |
| Compass Capital Corp. /Ma/ | 0.12% | Add +0.6% | 6,527 | $321K |
| Bridgewater Advisors Inc. | 0.02% | Add +0.7% | 6,517 | $321K |
| Captrust Financial Advisors | 0.00% | Add +0.2% | 7,010 | $297K |
| Apollon Wealth Management, LLC | 0.00% | No change | 6,890 | $292K |
| Vise Technologies, Inc. | 0.01% | No change | 6,973 | $289K |
| Wealth Advisors Northwest LLC | 0.12% | Add +6.2% | 6,635 | $281K |
| Foundation Wealth Management, LLC\PA | 0.10% | Add +0.1% | 6,401 | $271K |
| Mission Wealth Management, LP | 0.01% | Add +20.6% | 6,147 | $260K |
| Tanager Wealth Management LLP | 0.02% | Reduce -1.8% | 5,926 | $251K |
| McGrath & Associates, Inc. | 0.37% | Add +27.1% | 6,487 | $249K |
| Petersen Hastings Wealth Advisors Inc. | 0.02% | Reduce -4.4% | 5,811 | $246K |
| Donalies Financial Planning, LLC | 0.20% | No change | 5,589 | $237K |
| Private Advisor Group, LLC | 0.00% | Add +0.3% | 5,544 | $235K |
| Quantinno Capital Management LP | 0.00% | New | 5,539 | $235K |
| XY Planning Network, Inc. | 0.04% | Add +0.2% | 5,432 | $232K |
| Joel Adams & Associates, Inc. | 0.17% | New | 5,431 | $230K |
| von Borstel & Associates, Inc. | 0.05% | New | 5,405 | $229K |
| United Wealth Management, LLC | 0.06% | Reduce -0.5% | 5,382 | $228K |
| Financial Plan, Inc. | 0.02% | New | 5,341 | $226K |
| Envestnet Asset Management Inc. | 0.00% | New | 5,330 | $226K |
| Monument Group Wealth Advisors, LLC | 0.12% | New | 5,250 | $222K |
| Bridge Generations Wealth Management LLC | 0.13% | Add +6.5% | 5,199 | $220K |
| Sensible Money, LLC | 0.07% | New | 5,054 | $214K |
| DiNuzzo Private Wealth, Inc. | 0.02% | Add +13.9% | 5,001 | $212K |
| WPWealth LLP | 0.03% | Add +0.3% | 4,860 | $206K |
| Cassaday & Co Wealth Management LLC | 0.00% | Reduce -33.4% | 4,814 | $204K |
| Physician Wealth Advisors, Inc. | 0.02% | Reduce -12.2% | 4,228 | $179K |
| Vermillion Wealth Management, Inc. | 0.07% | Add +0.1% | 4,103 | $174K |
| Allworth Financial LP | 0.00% | Add +0.1% | 3,962 | $168K |
| Royal Bank of Canada | 0.00% | Add +353.8% | 2,555 | $108K |
| Osaic Holdings, Inc. | 0.00% | Add +18.4% | 2,531 | $107K |
| Washington Trust Advisors, Inc. | 0.01% | Add +0.1% | 2,443 | $104K |
| Cardiff Park Advisors, LLC | 0.01% | Add +0.1% | 2,253 | $95K |
| Pinney & Scofield, Inc. | 0.05% | Add +0.1% | 2,181 | $92K |
| Orion Capital Management LLC | 0.03% | Reduce -18.7% | 1,895 | $80K |
| American Capital Advisory, LLC | 0.03% | New | 1,867 | $79K |
| JPMorgan Chase & Co. | 0.00% | Reduce -1.0% | 1,807 | $74K |
| Red Tortoise LLC | 0.03% | Reduce -10.2% | 1,663 | $70K |
| Keystone Financial Group, Inc. | 0.04% | Add +0.1% | 1,647 | $70K |
| WealthCollab, LLC | 0.03% | No change | 1,467 | $62K |
| Larson Financial Group LLC | 0.00% | Add +0.1% | 1,424 | $60K |
| Signature Resources Capital Management, LLC | 0.03% | Add +1.2% | 1,403 | $59K |
| Curio Wealth, LLC | 0.02% | No change | 1,180 | $50K |
| Cwm, LLC | 0.00% | No change | 1,137 | $48K |
| US Bancorp \de | 0.00% | No change | 824 | $35K |
| C M Bidwell & Associates Ltd. | 0.02% | No change | 800 | $34K |
| Blume Capital Management, Inc. | 0.01% | No change | 800 | $34K |
| Smartleaf Asset Management LLC | 0.00% | No change | 777 | $32K |
| Burk Holdings LLC | 0.01% | New | 619 | $26K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 475 | $20K |
| Elevation Wealth Partners, LLC | 0.01% | Add +0.2% | 466 | $20K |
| Coston, McIsaac & Partners | 0.00% | No change | 454 | $19K |
| Bank of Montreal | 0.00% | No change | 420 | $18K |
| Glass Jacobson Investment Advisors llc | 0.01% | No change | 365 | $15K |
| JNBA Financial Advisors | 0.00% | No change | 339 | $14K |
| FMR LLC | 0.00% | New | 281 | $12K |
| IFP Advisors, Inc | 0.00% | Reduce -19.4% | 279 | $12K |
| Strategic Investment Solutions, Inc. | 0.00% | No change | 78 | $3K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 55 | $2K |
| AlphaCore Capital LLC | 0.00% | No change | 47 | $2K |
| Morgan Stanley | 0.00% | New | 26 | $1K |
"% 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.