Who owns DFSE?
Dimensional Emerging Markets Sustainability Core 1 ETF · Dimensional
184 institutions reported holding DFSE, worth $460.0M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of DFSE
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| AWM Capital, LLC | Phoenix, AZ | $40.2M | 821,857 | +61,181 shares |
| Pathstone Holdings, LLC | Englewood, NJ | $32.9M | 673,453 | +103,062 shares |
| Maseco LLP | London, United Kingdom | $29.0M | 594,139 | +5,736 shares |
| Focus Partners Wealth | St Louis, MO | $27.8M | 569,426 | +32,450 shares |
| Quantum Financial Advisors, LLC | Santa Monica, CA | $25.8M | 528,686 | −17,556 shares |
| Five Oceans Advisors | Santa Monica, CA | $21.6M | 442,368 | +4,081 shares |
| Forum Financial Management, LP | Lombard, IL | $17.9M | 365,681 | −8,878 shares |
| Citrine Capital LLC | San Francisco, CA | $15.8M | 323,640 | −5,012 shares |
| Abacus Wealth Partners, LLC | Santa Monica, CA | $15.5M | 317,897 | −22,541 shares |
| EP Wealth Advisors, LLC | Torrance, CA | $15.0M | 307,473 | +235 shares |
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns DFSE?
184 institutional managers reported holding DFSE in Form 13F filings for June 30, 2026, worth $460.0M in total. The largest reported position was held by AWM Capital, LLC, at $40.2M.
Did institutions buy or sell DFSE last quarter?
Reported 13F value rose 21.5% from March 31, 2026, which includes price moves as well as buying and selling. 23 firms reported a new position and 8 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is DFSE ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.