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Dimensional EM SUS Core1 ETF (DFSE)

CUSIP: 25434V682 | NYSE | 248 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

AWM Capital, LLC896,664
3.1% of portfolio›$43.4M
Maseco LLP576,712
0.8% of portfolio›$27.9M
Quantum Financial Advisors, LLC493,358
2.3% of portfolio›$23.9M
Five Oceans Advisors394,730
7.3% of portfolio›$19.1M
Abacus Wealth Partners, LLC375,640
2.0% of portfolio›$18.2M
Forum Financial Management, LP366,274
0.2% of portfolio›$17.7M
Citrine Capital LLC343,939
5.6% of portfolio›$16.6M
Retirement Solution LLC254,157
2.7% of portfolio›$12.3M
Willow Creek Wealth Management Inc.225,438
0.7% of portfolio›$10.9M
Wealth Architects, LLC161,939
0.6% of portfolio›$7.8M
Apella Capital, LLC149,864
0.1% of portfolio›$7.3M
Thrivent Financial for Lutherans133,551
0.0% of portfolio›$6.5M
Elser Financial Planning, Inc119,716
0.3% of portfolio›$5.8M
Brighton Jones LLC96,606
0.1% of portfolio›$4.7M
Sachem Hill LLC95,984
0.8% of portfolio›$4.6M
Greenspring Advisors, LLC92,510
0.2% of portfolio›$4.5M
Allodium Investment Consultants, LLC85,277
1.7% of portfolio›$4.1M
RAM Investment Partners, LLC82,269
0.6% of portfolio›$4.0M
TCI Wealth Advisors, Inc.81,855
0.2% of portfolio›$4.0M
Wealth Enhancement Advisory Services, LLC74,232
0.0% of portfolio›$3.5M
Farther Finance Advisors, LLC69,160
0.0% of portfolio›$3.3M
Asset Dedication, LLC66,185
0.2% of portfolio›$3.2M
Perigon Wealth Management, LLC62,021
0.0% of portfolio›$3.0M
New Capital Management LP60,619
0.7% of portfolio›$2.9M
Hill Island Financial LLC57,647
0.6% of portfolio›$2.8M
Equita Financial Network, Inc.56,224
0.8% of portfolio›$2.7M
Clarity Wealth Development LLC55,039
1.5% of portfolio›$2.7M
Quarry Hill Advisors, LLC54,566
1.0% of portfolio›$2.6M
Navigoe, LLC54,019
1.4% of portfolio›$2.6M
Klaas Financial Asset Advisors, LLC47,706
0.3% of portfolio›$2.3M
Triune Financial Partners, LLC45,578
0.5% of portfolio›$2.2M
Simplicity Wealth,LLC40,589
0.1% of portfolio›$2.0M
RW Investment Management LLC34,787
0.1% of portfolio›$1.7M
Cambridge Financial Group, LLC28,925
0.4% of portfolio›$1.4M
Mission Wealth Management, LP25,988
0.0% of portfolio›$1.3M
Burton Enright Welch25,287
0.1% of portfolio›$1.2M
Beacon Hill Wealth Management Ltd.25,212
0.7% of portfolio›$1.2M
Cardinal Point Capital Management ULC21,919
0.1% of portfolio›$1.1M
Momentous Wealth Management, Inc.20,649
0.5% of portfolio›$998.4K
SeedSafe Financial LLC20,434
0.7% of portfolio›$988.0K
Seven Mile Advisory19,620
0.6% of portfolio›$948.6K
Modera Wealth Management, LLC19,577
0.0% of portfolio›$946.6K
Meritas Wealth Management, LLC19,287
0.3% of portfolio›$932.5K
Morling Financial Advisors, LLC18,472
0.2% of portfolio›$893.1K
Wheels Up Wealth, Inc.18,164
0.7% of portfolio›$878.2K
Creative Capital Management Investments LLC15,347
0.2% of portfolio›$742.0K
Foster Group, Inc.15,323
0.0% of portfolio›$740.9K
Vise Technologies, Inc.14,966
0.0% of portfolio›$723.6K
Root Financial Partners, LLC14,966
0.0% of portfolio›$723.6K
Commonwealth Equity Services, LLC14,669
0.0% of portfolio›$709.2K
Northland Capital Management LLC13,908
0.3% of portfolio›$672.5K
BetterWealth, LLC13,490
0.1% of portfolio›$652.3K
Fiduciary Financial Group, LLC13,461
0.1% of portfolio›$650.8K
XY Planning Network, Inc.13,424
0.1% of portfolio›$649.1K
Syverson Strege & Co13,334
0.1% of portfolio›$644.7K
Three Arch Wealth Management LLC13,160
0.1% of portfolio›$636.3K
Trellis Wealth Advisors LLC12,907
0.2% of portfolio›$624.1K
Sensenig Capital Advisors, Inc11,903
0.5% of portfolio›$575.5K
Babb Wealth Advisors LLC11,680
0.3% of portfolio›$564.7K
Flagstone Financial Management11,567
0.1% of portfolio›$559.3K
Creative Planning10,998
0.0% of portfolio›$531.8K
Parcion Private Wealth LLC10,577
0.0% of portfolio›$511.4K
Midwest Trust Co10,485
0.0% of portfolio›$507.0K
Heck Capital Advisors, LLC10,323
0.0% of portfolio›$499.1K
Freedom Financial Partners LLC9,572
0.2% of portfolio›$462.8K
MLG Wealth Management DBA Pine Grove Financial Group9,552
0.0% of portfolio›$461.9K
AdvisorNet Financial, Inc9,248
0.0% of portfolio›$434.0K
Mills Wealth Advisors LLC9,064
0.1% of portfolio›$438.2K
Level Financial Advisors8,682
0.1% of portfolio›$419.8K
Chicago Partners Investment Group LLC8,543
0.0% of portfolio›$384.3K
HUB Investment Partners, LLC7,991
0.0% of portfolio›$386.4K
Wealth Advisors Northwest LLC7,831
0.1% of portfolio›$378.6K
Apollon Wealth Management, LLC6,890
0.0% of portfolio›$333.1K
Vestia Personal Wealth Advisors6,728
0.1% of portfolio›$325.3K
Sellwood Investment Partners LLC6,619
0.1% of portfolio›$320.0K
McGrath & Associates, Inc.6,613
0.4% of portfolio›$319.7K
Foundation Wealth Management, Llc\pa6,467
0.1% of portfolio›$312.7K
Petersen Hastings Wealth Advisors Inc.6,416
0.0% of portfolio›$310.2K
Monument Group Wealth Advisors, LLC6,011
0.1% of portfolio›$290.6K
EnRich Financial Partners LLC5,887
0.1% of portfolio›$284.6K
Tanager Wealth Management LLP5,845
0.0% of portfolio›$282.6K
Donalies Financial Planning, LLC5,640
0.2% of portfolio›$272.7K
Joel Adams & Associates, Inc.5,462
0.2% of portfolio›$264.1K
Define Financial, LLC5,442
0.1% of portfolio›$263.1K
United Wealth Management, LLC5,338
0.1% of portfolio›$258.1K
Sensible Money, LLC5,054
0.1% of portfolio›$244.4K
DiNuzzo Private Wealth, Inc.4,941
0.0% of portfolio›$238.9K
Old Peak Finance LLC4,933
0.1% of portfolio›$238.5K
Cassaday & Co Wealth Management LLC4,648
0.0% of portfolio›$224.7K
RHS Financial, LLC4,584
0.1% of portfolio›$221.6K
Physician Wealth Advisors, Inc.4,504
0.0% of portfolio›$217.7K
Larry Mathis Financial Planning, LLC4,414
0.2% of portfolio›$213.4K
MBE Wealth Management, LLC4,269
0.1% of portfolio›$206.4K
Clear Creek Financial Management, LLC4,228
0.0% of portfolio›$204.4K
Washington Trust Advisors, Inc.2,474
0.0% of portfolio›$119.6K
American Capital Advisory, LLC1,867
0.0% of portfolio›$90.3K
Keystone Financial Group, Inc.1,668
0.0% of portfolio›$80.6K
Signature Resources Capital Management, LLC1,443
0.0% of portfolio›$69.7K
Kennebec Savings Bank1,179
0.0% of portfolio›$57.0K
Larson Financial Group LLC1,176
0.0% of portfolio›$56.9K
Mather Group, Llc.1,003
0.0% of portfolio›$48.5K
Blume Capital Management, Inc.800
0.0% of portfolio›$38.7K
JFS Wealth Advisors, LLC720
0.0% of portfolio›$34.8K
Glass Jacobson Investment Advisors llc707
0.0% of portfolio›$34.2K
Concord Wealth Partners548
0.0% of portfolio›$26.5K
Elevation Wealth Partners, LLC472
0.0% of portfolio›$22.8K
Burk Holdings LLC372
0.0% of portfolio›$18.0K
Jnba Financial Advisors287
0.0% of portfolio›$13.9K
IFP Advisors, Inc280
0.0% of portfolio›$13.5K
StyleTurnoverLocationFiled
AWM Capital, LLC
896,664$43.4M3.1%ETFLowPhoenix, AZ2026-10-16
Maseco LLP
576,712$27.9M0.8%ETFVery LowLondon, United Kingdom2026-10-27
Quantum Financial Advisors, LLC
493,358$23.9M2.3%ETFLowSanta Monica, CA2026-11-03
Five Oceans Advisors
394,730$19.1M7.3%ETFVery LowCarlsbad, CA2026-10-22
Abacus Wealth Partners, LLC
375,640$18.2M2.0%ETFLowSanta Monica, CA2026-11-03
Forum Financial Management, LP
366,274$17.7M0.2%ETFLowLombard, IL2026-10-16
Citrine Capital LLC
343,939$16.6M5.6%ETFVery LowSan Francisco, CA2026-10-14
Retirement Solution LLC
254,157$12.3M2.7%ETFMediumRedmond, WA2026-10-27
Willow Creek Wealth Management Inc.
225,438$10.9M0.7%ETFVery LowSebastopol, CA2026-10-26
Wealth Architects, LLC
161,939$7.8M0.6%ETFVery LowMountain View, CA2026-11-03
Apella Capital, LLC
149,864$7.3M0.1%ETFVery LowWest Hartford, CT2026-10-08
Thrivent Financial for Lutherans
133,551$6.5M0.0%GARPMediumMinneapolis, MN2026-11-05
Elser Financial Planning, Inc
119,716$5.8M0.3%GARPLowIndianapolis, IN2026-10-16
Brighton Jones LLC
96,606$4.7M0.1%CoreVery LowSeattle, WA2026-11-03
Sachem Hill LLC
95,984$4.6M0.8%ETFVery LowDenver, CO2026-10-14
Greenspring Advisors, LLC
92,510$4.5M0.2%ETFVery LowTowson, MD2026-11-05
Allodium Investment Consultants, LLC
85,277$4.1M1.7%ETFVery LowMinneapolis, MN2026-10-14
RAM Investment Partners, LLC
82,269$4.0M0.6%ETFLowBellevue, WA2026-10-21
TCI Wealth Advisors, Inc.
81,855$4.0M0.2%ETFLowTucson, AZ2026-10-30
Wealth Enhancement Advisory Services, LLC
74,232$3.5M0.0%CoreLowPlymouth, MN2026-10-13
Farther Finance Advisors, LLC
69,160$3.3M0.0%IndexLowSan Francisco, CA2026-10-08
Asset Dedication, LLC
66,185$3.2M0.2%ETFLowSan Francisco, CA2026-11-03
Perigon Wealth Management, LLC
62,021$3.0M0.0%GrowthLowSan Francisco, CA2026-10-22
New Capital Management LP
60,619$2.9M0.7%ETFVery LowHouston, TX2026-10-29
Hill Island Financial LLC
57,647$2.8M0.6%ETFLowGrand Rapids, MI2026-10-20
Equita Financial Network, Inc.
56,224$2.7M0.8%ETFLowFort Washington, PA2026-10-19
Clarity Wealth Development LLC
55,039$2.7M1.5%ETFLowCorvallis, OR2026-10-22
Quarry Hill Advisors, LLC
54,566$2.6M1.0%ETFVery LowSt Paul, MN2026-11-04
Navigoe, LLC
54,019$2.6M1.4%ETFVery LowRedondo Beach, CA2026-11-04
Klaas Financial Asset Advisors, LLC
47,706$2.3M0.3%ETFVery LowLoves Park, IL2026-10-19
Triune Financial Partners, LLC
45,578$2.2M0.5%ETFVery LowOverland Park, KS2026-11-03
Simplicity Wealth,LLC
40,589$2.0M0.1%ETFLowSummit, NJ2026-10-23
RW Investment Management LLC
34,787$1.7M0.1%ETFLowEagle, ID2026-11-03
Cambridge Financial Group, LLC
28,925$1.4M0.4%ETFLowTucson, AZ2026-10-06
Mission Wealth Management, LP
25,988$1.3M0.0%ETFLowSanta Barbara, CA2026-10-15
Burton Enright Welch
25,287$1.2M0.1%ETFVery LowWalnut Creek, CA2026-11-04
Beacon Hill Wealth Management Ltd.
25,212$1.2M0.7%ETFN/AVictoria, UAE2026-10-21
Cardinal Point Capital Management ULC
21,919$1.1M0.1%ValueLowToronto, Australia2026-10-21
Momentous Wealth Management, Inc.
20,649$998.4K0.5%ETFVery LowVancouver, WA2026-10-21
SeedSafe Financial LLC
20,434$988.0K0.7%ETFVery LowAustin, TX2026-11-02
Seven Mile Advisory
19,620$948.6K0.6%GrowthLowTallahassee, FL2026-10-22
Modera Wealth Management, LLC
19,577$946.6K0.0%ETFVery LowWestwood, NJ2026-10-28
Meritas Wealth Management, LLC
19,287$932.5K0.3%ETFVery LowSan Rafael, CA2026-10-14
Morling Financial Advisors, LLC
18,472$893.1K0.2%ETFLowFremont, CA2026-10-28
Wheels Up Wealth, Inc.
18,164$878.2K0.7%ETFVery LowBenicia, CA2026-10-27
Creative Capital Management Investments LLC
15,347$742.0K0.2%ETFLowSan Diego, CA2026-10-28
Foster Group, Inc.
15,323$740.9K0.0%ETFVery LowUrbandale, IA2026-10-13
Vise Technologies, Inc.
14,966$723.6K0.0%IndexLowNew York, NY2026-10-29
Root Financial Partners, LLC
14,966$723.6K0.0%ETFMediumEncinitas, CA2026-10-21
Commonwealth Equity Services, LLC
14,669$709.2K0.0%ETFLowWaltham, MA2026-11-02
Northland Capital Management LLC
13,908$672.5K0.3%ETFMediumVirginia, MN2026-10-15
BetterWealth, LLC
13,490$652.3K0.1%ETFVery LowSan Jose, CA2026-10-15
Fiduciary Financial Group, LLC
13,461$650.8K0.1%ETFLowSan Rafael, CA2026-10-13
XY Planning Network, Inc.
13,424$649.1K0.1%ETFLowBozeman, MT2026-10-14
Syverson Strege & Co
13,334$644.7K0.1%ETFVery LowWest Des Moines, IA2026-11-02
Three Arch Wealth Management LLC
13,160$636.3K0.1%ETFVery LowIrvine, CA2026-10-20
Trellis Wealth Advisors LLC
12,907$624.1K0.2%ETFVery LowSan Luis Obispo, CA2026-10-19
Sensenig Capital Advisors, Inc
11,903$575.5K0.5%ETFLowCollegeville, PA2026-10-23
Babb Wealth Advisors LLC
11,680$564.7K0.3%ETFVery LowFlagstaff, AZ2026-10-30
Flagstone Financial Management
11,567$559.3K0.1%ETFVery LowLincoln, NE2026-11-05
Creative Planning
10,998$531.8K0.0%IndexVery LowOverland Park, KS2026-11-02
Parcion Private Wealth LLC
10,577$511.4K0.0%CoreMediumBellevue, WA2026-10-28
Midwest Trust Co
10,485$507.0K0.0%CoreLowOverland Park, KS2026-10-22
Heck Capital Advisors, LLC
10,323$499.1K0.0%ETFMediumRhinelander, WI2026-10-14
Freedom Financial Partners LLC
9,572$462.8K0.2%ETFLowOakdale, MN2026-10-19
MLG Wealth Management DBA Pine Grove Financial Group
9,552$461.9K0.0%ETFMediumWoodbury, MN2026-10-13
AdvisorNet Financial, Inc
9,248$434.0K0.0%ETFLowMinnetonka, MN2026-10-15
Mills Wealth Advisors LLC
9,064$438.2K0.1%ETFMediumSouthlake, TX2026-10-22
Level Financial Advisors
8,682$419.8K0.1%ETFLowEast Amherst, NY2026-10-13
Chicago Partners Investment Group LLC
8,543$384.3K0.0%GARPLowChicago, IL2026-10-27
HUB Investment Partners, LLC
7,991$386.4K0.0%GrowthLowAustin, TX2026-11-03
Wealth Advisors Northwest LLC
7,831$378.6K0.1%ETFLowPortland, OR2026-10-29
Apollon Wealth Management, LLC
6,890$333.1K0.0%GrowthLowMount Pleasant, SC2026-10-23
Vestia Personal Wealth Advisors
6,728$325.3K0.1%ETFMediumFort Wayne, IN2026-10-20
Sellwood Investment Partners LLC
6,619$320.0K0.1%ETFLowPortland, OR2026-11-03
McGrath & Associates, Inc.
6,613$319.7K0.4%ETFMediumAsheville, NC2026-10-27
Foundation Wealth Management, Llc\pa
6,467$312.7K0.1%ETFLowMedia, PA2026-10-14
Petersen Hastings Wealth Advisors Inc.
6,416$310.2K0.0%ETFLowKennewick, WA2026-10-27
Monument Group Wealth Advisors, LLC
6,011$290.6K0.1%ETFHighConcord, MA2026-10-21
EnRich Financial Partners LLC
5,887$284.6K0.1%ETFVery LowMadison, WI2026-10-21
Tanager Wealth Management LLP
5,845$282.6K0.0%ETFLowGoring On Thames, United Kingdom2026-10-19
Donalies Financial Planning, LLC
5,640$272.7K0.2%ETFVery LowWashington, DC2026-10-19
Joel Adams & Associates, Inc.
5,462$264.1K0.2%ETFLowAsheville, NC2026-11-02
Define Financial, LLC
5,442$263.1K0.1%ETFVery LowSan Diego, CA2026-10-14
United Wealth Management, LLC
5,338$258.1K0.1%ETFVery LowCharlottesville, VA2026-10-30
Sensible Money, LLC
5,054$244.4K0.1%ETFVery LowScottsdale, AZ2026-10-20
DiNuzzo Private Wealth, Inc.
4,941$238.9K0.0%ETFLowBeaver, PA2026-10-16
Old Peak Finance LLC
4,933$238.5K0.1%ETFVery LowChapel Hill, NC2026-11-02
Cassaday & Co Wealth Management LLC
4,648$224.7K0.0%ETFVery LowMclean, VA2026-10-27
RHS Financial, LLC
4,584$221.6K0.1%ETFMediumSan Francisco, CA2026-10-13
Physician Wealth Advisors, Inc.
4,504$217.7K0.0%ETFMediumMidvale, UT2026-10-20
Larry Mathis Financial Planning, LLC
4,414$213.4K0.2%ValueHighPhoenix, AZ2026-10-26
MBE Wealth Management, LLC
4,269$206.4K0.1%ETFVery LowTomah, WI2026-10-26
Clear Creek Financial Management, LLC
4,228$204.4K0.0%ETFMediumSilverdale, WA2026-10-28
Washington Trust Advisors, Inc.
2,474$119.6K0.0%GrowthLowWellesley, MA2026-10-22
American Capital Advisory, LLC
1,867$90.3K0.0%ETFLowKetchum, ID2026-10-28
Keystone Financial Group, Inc.
1,668$80.6K0.0%ETFLowAtlanta, GA2026-10-13
Signature Resources Capital Management, LLC
1,443$69.7K0.0%ETFLowNewport Beach, CA2026-10-16
Kennebec Savings Bank
1,179$57.0K0.0%CoreLowAugusta, ME2026-10-22
Larson Financial Group LLC
1,176$56.9K0.0%GrowthLowSt Louis, MO2026-11-05
Mather Group, Llc.
1,003$48.5K0.0%ETFMediumChicago, IL2026-10-14
Blume Capital Management, Inc.
800$38.7K0.0%CoreMediumBerkeley, CA2026-10-26
JFS Wealth Advisors, LLC
720$34.8K0.0%ETFVery LowHermitage, PA2026-11-03
Glass Jacobson Investment Advisors llc
707$34.2K0.0%ETFLowOwings Mills, MD2026-10-26
Concord Wealth Partners
548$26.5K0.0%GrowthLowAbingdon, VA2026-11-02
Elevation Wealth Partners, LLC
472$22.8K0.0%ETFLowWalnut Creek, CA2026-10-07
Burk Holdings LLC
372$18.0K0.0%ETFVery LowTulsa, OK2026-11-05
Jnba Financial Advisors
287$13.9K0.0%ETFMediumBloomington, MN2026-11-03
IFP Advisors, Inc
280$13.5K0.0%GrowthLowTampa, FL2026-10-16