Who owns Dimensional Emerging Markets Sustainability Core 1 ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of DFSE from SEC Form 13F filings across 185 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 185 institutions disclosed 9.4M shares of Dimensional Emerging Markets Sustainability Core 1 ETF worth $460.6M — about 71.2% of shares outstanding; the largest disclosed holder is AWM CAPITAL, LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
185
13F holders
$460.6M
value, 2026 filers
71.2%
of shares outstanding (9.4M sh)
24
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of DFSE's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | AWM CAPITAL, LLC | 821,857 | $40.2M | 3.2% | 6.2% | +8.0% |
| 2 | Pathstone Holdings, LLC | 673,453 | $32.9M | 0.1% | 5.1% | +18.1% |
| 3 | MASECO LLP | 594,139 | $29.0M | 0.8% | 4.5% | +1.0% |
| 4 | Focus Partners Wealth | 569,426 | $27.8M | 0.0% | 4.3% | +6.0% |
| 5 | Quantum Financial Advisors, LLC | 528,686 | $25.8M | 2.6% | 4% | -3.2% |
| 6 | Five Oceans Advisors | 442,368 | $21.6M | 6.9% | 3.3% | +0.9% |
| 7 | Forum Financial Management, LP | 365,681 | $17.9M | 0.2% | 2.8% | -2.4% |
| 8 | Citrine Capital LLC | 323,640 | $15.8M | 5.9% | 2.4% | -1.5% |
| 9 | Abacus Wealth Partners, LLC | 317,897 | $15.5M | 1.6% | 2.4% | -6.6% |
| 10 | EP Wealth Advisors, LLC | 307,473 | $15.0M | 0.1% | 2.3% | +0.1% |
| 11 | Savant Capital, LLC | 262,183 | $12.8M | 0.0% | 2% | +22.2% |
| 12 | Retirement Solution LLC | 256,769 | $12.6M | 2.5% | 1.9% | -1.4% |
| 13 | Wealthspire Advisors, LLCNEW | 191,799 | $9.4M | 0.1% | 1.4% | new |
| 14 | Wealth Architects, LLC | 154,990 | $7.6M | 0.6% | 1.2% | -0.7% |
| 15 | Elser Financial Planning, Inc | 126,249 | $6.2M | 0.3% | 1% | -0.4% |
| 16 | SACHEM HILL LLC | 123,011 | $6.0M | 1.1% | 0.9% | -9.6% |
| 17 | Francis Financial, Inc. | 109,210 | $5.3M | 0.9% | 0.8% | +4.0% |
| 18 | Pure Financial Advisors, LLC | 104,452 | $5.1M | 0.1% | 0.8% | -3.1% |
| 19 | Apella Capital, LLC | 102,996 | $4.9M | 0.1% | 0.8% | +7.8% |
| 20 | BRIGHTON JONES LLCNEW | 91,148 | $4.5M | 0.1% | 0.7% | new |
| 21 | Greenspring Advisors, LLC | 91,141 | $4.5M | 0.2% | 0.7% | -39.4% |
| 22 | TCI Wealth Advisors, Inc. | 84,357 | $4.1M | 0.2% | 0.6% | -0.8% |
| 23 | MERCER GLOBAL ADVISORS INC /ADV | 84,065 | $4.1M | 0.0% | 0.6% | +16.8% |
| 24 | Balanced Rock Investment Advisors LLC | 81,686 | $4.0M | 2.5% | 0.6% | -8.1% |
| 25 | RAM Investment Partners, LLC | 78,545 | $3.8M | 0.6% | 0.6% | +10.6% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.