Dimensional Em Sus CORE1 ETFDFSEETF
13F holders, Q2 2026 (June 30)185holders +10
20new positions
7sold out
$48.85avg. 13F price*
At the end of Q2 2026, 185 institutions reported holding Dimensional Em Sus CORE1 ETF (DFSE) in their 13F filings, up 10 from Q1 2026. 20 opened new positions and 7 sold out. The largest holders were Awm Capital, LLC ($40.2M), Pathstone Holdings, LLC ($32.9M) and Maseco LLP ($29.0M).
- Company
- Dimensional Em Sus CORE1 ETF
- CUSIP
- 25434V682
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 20 | $16.9M |
| Exits | 7 | $4.8M |
All 13F filers, Q1 2026 → Q2 2026: 796,177 shares bought and 395,750 shares sold, net +400,427 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 185 holders
| Awm Capital, LLC | 3.22% | Add +8.0% | 821,857 | $40.2M |
| Pathstone Holdings, LLC | 0.10% | Add +18.1% | 673,453 | $32.9M |
| Maseco LLP | 0.82% | Add +1.0% | 594,139 | $29.0M |
| Focus Partners Wealth | 0.03% | Add +6.0% | 569,426 | $27.8M |
| Quantum Financial Advisors, LLC | 2.56% | Reduce -3.2% | 528,686 | $25.8M |
| Five Oceans Advisors | 6.95% | Add +0.9% | 442,368 | $21.6M |
| Forum Financial Management, LP | 0.23% | Reduce -2.4% | 365,681 | $17.9M |
| Citrine Capital LLC | 5.86% | Reduce -1.5% | 323,640 | $15.8M |
| Abacus Wealth Partners, LLC | 1.63% | Reduce -6.6% | 317,897 | $15.5M |
| EP Wealth Advisors, LLC | 0.06% | Add +0.1% | 307,473 | $15.0M |
| Savant Capital, LLC | 0.04% | Add +22.2% | 262,183 | $12.8M |
| Retirement Solution LLC | 2.45% | Reduce -1.4% | 256,769 | $12.6M |
| Wealthspire Advisors, LLC | 0.05% | New | 191,799 | $9.4M |
| Wealth Architects, LLC | 0.60% | Reduce -0.7% | 154,990 | $7.6M |
| Elser Financial Planning, Inc | 0.27% | Reduce -0.4% | 126,249 | $6.2M |
| Sachem Hill LLC | 1.07% | Reduce -9.6% | 123,011 | $6.0M |
| Francis Financial, Inc. | 0.88% | Add +4.0% | 109,210 | $5.3M |
| Pure Financial Advisors, LLC | 0.07% | Reduce -3.1% | 104,452 | $5.1M |
| Apella Capital, LLC | 0.07% | Add +7.8% | 102,996 | $4.9M |
| Brighton Jones LLC | 0.08% | Add +11.0% | 91,148 | $4.5M |
| Greenspring Advisors, LLC | 0.25% | Reduce -39.4% | 91,141 | $4.5M |
| TCI Wealth Advisors, Inc. | 0.18% | Reduce -0.8% | 84,357 | $4.1M |
| Mercer Global Advisors Inc. | 0.01% | Add +16.8% | 84,065 | $4.1M |
| Balanced Rock Investment Advisors LLC | 2.49% | Reduce -8.1% | 81,686 | $4.0M |
| RAM Investment Partners, LLC | 0.61% | Add +10.6% | 78,545 | $3.8M |
| Allodium Investment Consultants, LLC | 1.60% | Reduce -0.4% | 77,097 | $3.8M |
| Drive Wealth Management, LLC | 0.63% | Reduce -2.3% | 72,657 | $3.6M |
| OneDigital Investment Advisors LLC | 0.03% | Add +5.5% | 68,228 | $3.3M |
| New Capital Management LP | 0.76% | Reduce -0.7% | 67,834 | $3.3M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -8.9% | 66,534 | $3.2M |
| Cerity Partners LLC | 0.00% | Add +132.1% | 65,090 | $3.2M |
| Focus Partners Advisor Solutions, LLC | 0.03% | Add +14.9% | 63,340 | $3.1M |
| Asset Dedication, LLC | 0.19% | Reduce -5.0% | 62,293 | $3.0M |
| Perigon Wealth Management, LLC | 0.05% | Reduce -0.1% | 59,449 | $2.9M |
| Goldman Sachs Group Inc. | 0.00% | Add +18.0% | 59,016 | $2.9M |
| Hill Island Financial LLC | 0.58% | No change | 55,204 | $2.7M |
| Navigoe, LLC | 1.38% | Reduce -2.0% | 54,019 | $2.6M |
| Corient Private Wealth LP | 0.00% | Reduce -1.6% | 53,535 | $2.6M |
| Equita Financial Network, Inc. | 0.71% | Add +18.8% | 52,655 | $2.6M |
| Quarry Hill Advisors, LLC | 0.98% | Add +4.5% | 52,268 | $2.6M |
| Beacon Pointe Advisors, LLC | 0.01% | Add +1.8% | 50,694 | $2.5M |
| Laird Norton Wetherby Trust Company, LLC | 0.05% | New | 49,725 | $2.4M |
| Klaas Financial Asset Advisors, LLC | 0.29% | Reduce -0.4% | 47,886 | $2.3M |
| Triune Financial Partners, LLC | 0.46% | Reduce -1.6% | 44,576 | $2.2M |
| Cordant, Inc. | 0.68% | Add +9.7% | 38,343 | $1.9M |
| Simplicity Wealth,LLC | 0.06% | Add +8.8% | 37,709 | $1.8M |
| Planning Center, Inc. | 0.17% | Reduce -1.6% | 35,784 | $1.7M |
| RW Investment Management LLC | 0.15% | Add +3.6% | 34,137 | $1.7M |
| Longview Financial Advisors LLC | 0.82% | Reduce -8.9% | 34,136 | $1.7M |
| Clarity Wealth Development LLC | 0.91% | New | 33,627 | $1.6M |
| Truepoint, Inc. | 0.03% | Reduce -7.3% | 29,629 | $1.4M |
| Cambridge Financial Group, LLC | 0.45% | Add +12.5% | 28,925 | $1.4M |
| Betterment LLC | 0.00% | Reduce -8.8% | 28,191 | $1.4M |
| Mission Wealth Management, LP | 0.02% | Add +332.0% | 26,554 | $1.3M |
| Burton Enright Welch | 0.15% | Reduce -5.7% | 25,287 | $1.2M |
| Brown Advisory Inc. | 0.00% | Add +48.1% | 24,647 | $1.2M |
| Beacon Hill Wealth Management LTD. | 0.83% | — | 24,539 | $1.2M |
| HighTower Advisors, LLC | 0.00% | Add +2.2% | 22,640 | $1.1M |
| Rockbridge Investment Management, LCC | 0.08% | Reduce -11.9% | 21,269 | $1.0M |
| SeedSafe Financial LLC | 0.73% | No change | 20,711 | $1.0M |
| Henrickson Nauta Wealth Advisors, Inc. | 0.24% | Add +0.9% | 20,467 | $1.0M |
| Modera Wealth Management, LLC | 0.01% | Add +22.6% | 20,133 | $984K |
| Momentous Wealth Management, Inc. | 0.50% | Reduce -1.1% | 19,979 | $977K |
| Cardinal Point Capital Management ULC | 0.06% | Reduce -0.4% | 19,898 | $973K |
| Seven Mile Advisory | 0.65% | Reduce -4.0% | 19,663 | $961K |
| Aspen Capital Management, LLC | 0.21% | Reduce -3.1% | 19,473 | $952K |
| Harbour Investments, Inc. | 0.01% | Reduce -3.8% | 19,359 | $946K |
| Meritas Wealth Management, LLC | 0.37% | Reduce -5.4% | 19,139 | $936K |
| MB Generational Wealth, LLC | 0.45% | Reduce -4.4% | 18,883 | $923K |
| Morling Financial Advisors, LLC | 0.25% | Reduce -0.7% | 18,361 | $897K |
| Nwam LLC | 0.04% | Add +1.6% | 18,260 | $893K |
| Sequoia Financial Advisors, LLC | 0.00% | Add +11.5% | 17,942 | $877K |
| Wheels Up Wealth, Inc. | 0.67% | Reduce -3.4% | 16,198 | $792K |
| NewEdge Wealth, LLC | 0.01% | No change | 15,513 | $758K |
| Creative Capital Management Investments LLC | 0.17% | No change | 15,143 | $740K |
| Jane Street Group, LLC | 0.00% | Reduce -82.7% | 14,977 | $732K |
| LPL Financial LLC | 0.00% | Add +13.9% | 14,638 | $715K |
| Northland Capital Management LLC | 0.38% | Reduce -16.8% | 14,439 | $706K |
| Root Financial Partners, LLC | 0.03% | Add +7.8% | 13,960 | $682K |
| Vise Technologies, Inc. | 0.01% | Add +100.2% | 13,960 | $682K |
| Farther Finance Advisors, LLC | 0.01% | Reduce -4.1% | 13,698 | $670K |
| Foster Group, Inc. | 0.02% | Reduce -4.7% | 13,685 | $669K |
| XY Planning Network, Inc. | 0.08% | Add +149.2% | 13,537 | $662K |
| Syverson Strege & Co | 0.14% | Reduce -0.2% | 13,363 | $653K |
| BetterWealth, LLC | 0.11% | Add +5.8% | 13,068 | $639K |
| Trellis Wealth Advisors LLC | 0.22% | Add +0.1% | 12,889 | $630K |
| Fiduciary Financial Group, LLC | 0.07% | Add +13.3% | 12,550 | $613K |
| Three Arch Wealth Management LLC | 0.09% | Add +54.2% | 12,329 | $603K |
| Sensenig Capital Advisors, Inc | 0.53% | Reduce -7.3% | 11,942 | $584K |
| Commonwealth Equity Services, LLC | 0.00% | Add +1.1% | 11,839 | $579K |
| Flagstone Financial Management | 0.13% | Reduce -1.4% | 11,545 | $564K |
| Premier Financial Group | 0.11% | New | 11,267 | $551K |
| Addison Advisors LLC | 0.25% | Reduce -59.9% | 10,971 | $536K |
| NewEdge Advisors, LLC | 0.00% | Reduce -7.5% | 10,868 | $531K |
| Grand Wealth Management, LLC | 0.22% | Add +20.8% | 10,693 | $523K |
| Parcion Private Wealth LLC | 0.03% | Add +0.1% | 10,580 | $517K |
| Modern Wealth Management, LLC | 0.01% | Add +38.9% | 10,534 | $515K |
| Rehmann Capital Advisory Group | 0.02% | Add +6.1% | 10,455 | $511K |
| Heck Capital Advisors, LLC | 0.03% | Reduce -2.5% | 10,323 | $505K |
| Midwest Trust Co | 0.01% | Add +19.3% | 10,205 | $499K |
| Babb Wealth Advisors LLC | 0.24% | Reduce -9.9% | 10,008 | $489K |
| MLG Wealth Management DBA Pine Grove Financial Group | 0.05% | Add +0.4% | 9,500 | $464K |
| Hill Investment Group Partners, LLC | 0.05% | Reduce -2.2% | 9,335 | $456K |
| Freedom Financial Partners LLC | 0.15% | Reduce -14.3% | 9,323 | $456K |
| AdvisorNet Financial, Inc | 0.02% | Add +4.6% | 9,317 | $455K |
| Wealth Management Strategies, Inc. | 0.17% | Add +0.6% | 8,982 | $439K |
| Schwarz Dygos Wheeler Investment Advisors LLC | 0.08% | No change | 8,737 | $427K |
| Level Financial Advisors | 0.10% | Add +1.1% | 8,715 | $426K |
| Mills Wealth Advisors LLC | 0.13% | Add +7.3% | 8,635 | $422K |
| von Borstel & Associates, Inc. | 0.08% | Add +56.6% | 8,466 | $413K |
| Composition Wealth, LLC | 0.00% | New | 8,334 | $407K |
| Professional Financial Solutions LLC | 0.32% | Add +7.7% | 8,295 | $405K |
| CGN Advisors LLC | 0.03% | Reduce -1.7% | 8,173 | $399K |
| HUB Investment Partners, LLC | 0.01% | New | 7,991 | $391K |
| Chicago Partners Investment Group LLC | 0.01% | Add +0.5% | 8,115 | $379K |
| Captrust Financial Advisors | 0.00% | Add +0.2% | 7,022 | $343K |
| Apollon Wealth Management, LLC | 0.00% | No change | 6,890 | $337K |
| Wealth Advisors Northwest LLC | 0.11% | Add +0.6% | 6,674 | $326K |
| Sellwood Investment Partners LLC | 0.11% | Reduce -13.9% | 6,619 | $324K |
| McGrath & Associates, Inc. | 0.42% | Add +1.8% | 6,604 | $323K |
| Compass Capital Corp. /Ma/ | 0.10% | Add +0.6% | 6,567 | $315K |
| Foundation Wealth Management, LLC\PA | 0.09% | Add +0.5% | 6,430 | $314K |
| Envestnet Asset Management Inc. | 0.00% | Add +20.3% | 6,414 | $314K |
| EnRich Financial Partners LLC | 0.07% | Reduce -20.3% | 6,319 | $309K |
| RHS Financial, LLC | 0.12% | Reduce -32.3% | 6,285 | $307K |
| Private Advisor Group, LLC | 0.00% | Add +6.0% | 5,874 | $287K |
| Financial Plan, Inc. | 0.03% | Add +9.6% | 5,853 | $286K |
| Tanager Wealth Management LLP | 0.02% | Reduce -1.4% | 5,845 | $286K |
| Petersen Hastings Wealth Advisors Inc. | 0.02% | Reduce -2.8% | 5,651 | $276K |
| Donalies Financial Planning, LLC | 0.20% | Add +0.9% | 5,640 | $276K |
| Quantinno Capital Management LP | 0.00% | No change | 5,539 | $271K |
| Bridgewater Advisors Inc. | 0.01% | Reduce -11.1% | 5,793 | $270K |
| Joel Adams & Associates, Inc. | 0.17% | Reduce -0.4% | 5,408 | $264K |
| Vestia Personal Wealth Advisors | 0.10% | New | 5,403 | $264K |
| United Wealth Management, LLC | 0.06% | Reduce -0.8% | 5,336 | $261K |
| Monument Group Wealth Advisors, LLC | 0.12% | No change | 5,250 | $257K |
| Bridge Generations Wealth Management LLC | 0.13% | No change | 5,199 | $254K |
| Sensible Money, LLC | 0.07% | No change | 5,054 | $247K |
| DiNuzzo Private Wealth, Inc. | 0.02% | Reduce -1.2% | 4,941 | $242K |
| Old Peak Finance LLC | 0.12% | New | 4,917 | $240K |
| WPWealth LLP | 0.04% | Add +0.5% | 4,884 | $239K |
| Creative Planning | 0.00% | New | 4,757 | $233K |
| Cassaday & Co Wealth Management LLC | 0.00% | Reduce -3.5% | 4,648 | $227K |
| Larry Mathis Financial Planning, LLC | 0.16% | New | 4,414 | $216K |
| Envision Financial Planning, LLC | 0.07% | New | 4,341 | $212K |
| MBE Wealth Management, LLC | 0.07% | New | 4,241 | $207K |
| Physician Wealth Advisors, Inc. | 0.02% | No change | 4,228 | $207K |
| Geometric Wealth Advisors | 0.02% | New | 4,145 | $203K |
| Vermillion Wealth Management, Inc. | 0.05% | Add +0.6% | 4,126 | $202K |
| Ruedi Wealth Management, Inc. | 0.05% | New | 4,117 | $201K |
| Allworth Financial LP | 0.00% | Add +0.6% | 3,984 | $195K |
| Osaic Holdings, Inc. | 0.00% | Add +22.9% | 3,111 | $152K |
| Royal Bank of Canada | 0.00% | Add +9.6% | 2,799 | $137K |
| Fiduciary Financial Advisors | 0.01% | New | 2,733 | $134K |
| Washington Trust Advisors, Inc. | 0.01% | Add +0.6% | 2,457 | $120K |
| Cardiff Park Advisors, LLC | 0.01% | Add +5.5% | 2,377 | $116K |
| Larson Financial Group LLC | 0.00% | Add +42.8% | 2,033 | $99K |
| Orion Capital Management LLC | 0.03% | Reduce -0.1% | 1,893 | $93K |
| American Capital Advisory, LLC | 0.03% | No change | 1,867 | $91K |
| JPMorgan Chase & Co. | 0.00% | Reduce -0.6% | 1,797 | $87K |
| Pinney & Scofield, Inc. | 0.04% | Reduce -18.8% | 1,771 | $87K |
| Keystone Financial Group, Inc. | 0.04% | Add +0.6% | 1,656 | $81K |
| WealthCollab, LLC | 0.03% | No change | 1,467 | $72K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | New | 1,447 | $70K |
| Signature Resources Capital Management, LLC | 0.03% | Add +0.6% | 1,411 | $69K |
| Kennebec Savings Bank | 0.05% | New | 1,167 | $57K |
| Mather Group, Llc. | 0.00% | New | 1,003 | $49K |
| US Bancorp \de | 0.00% | No change | 824 | $40K |
| C M Bidwell & Associates Ltd. | 0.02% | No change | 800 | $39K |
| Blume Capital Management, Inc. | 0.01% | No change | 800 | $39K |
| Smartleaf Asset Management LLC | 0.00% | No change | 777 | $37K |
| Concord Wealth Partners | 0.00% | New | 544 | $27K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 475 | $23K |
| Elevation Wealth Partners, LLC | 0.01% | Add +0.4% | 468 | $23K |
| Coston, McIsaac & Partners | 0.00% | No change | 454 | $22K |
| Bank of Montreal | 0.00% | No change | 420 | $21K |
| Burk Holdings LLC | 0.01% | Reduce -40.4% | 369 | $18K |
| Glass Jacobson Investment Advisors llc | 0.01% | Add +0.6% | 367 | $18K |
| JNBA Financial Advisors | 0.00% | Reduce -15.3% | 287 | $14K |
| FMR LLC | 0.00% | No change | 281 | $14K |
| IFP Advisors, Inc | 0.00% | No change | 279 | $14K |
| Seneschal Advisors, LLC | 0.01% | New | 228 | $11K |
| Strategic Investment Solutions, Inc. | 0.00% | Add +52.6% | 119 | $6K |
| AlphaCore Capital LLC | 0.00% | No change | 47 | $2K |
| Morgan Stanley | 0.00% | No change | 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.