Who owns Dimensional Emerging Markets Sustainability Core 1 ETF?
Institutional ownership of DFSE from SEC Form 13F filings across 86 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.
86
13F holders
$180.5M
value, 2026 filers
28.1%
of shares outstanding (3.7M sh)
11
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 | Pathstone Holdings, LLC | 673,453 | $32.9M | 0.1% | 5.1% | +18.1% |
| 2 | Focus Partners Wealth | 569,426 | $27.8M | 0.0% | 4.3% | +6.0% |
| 3 | EP Wealth Advisors, LLC | 307,473 | $15.0M | 0.1% | 2.3% | +0.1% |
| 4 | Savant Capital, LLC | 262,183 | $12.8M | 0.0% | 2% | +22.2% |
| 5 | Wealthspire Advisors, LLCNEW | 191,799 | $9.4M | 0.1% | 1.4% | new |
| 6 | Wealth Architects, LLC | 154,990 | $7.6M | 0.6% | 1.2% | -0.7% |
| 7 | Apella Capital, LLC | 102,996 | $4.9M | 0.1% | 0.8% | +7.8% |
| 8 | BRIGHTON JONES LLCNEW | 91,148 | $4.5M | 0.1% | 0.7% | new |
| 9 | RAM Investment Partners, LLC | 78,545 | $3.8M | 0.6% | 0.6% | +10.6% |
| 10 | MERCER GLOBAL ADVISORS INC /ADV | 76,739 | $3.8M | 0.0% | 0.6% | +6.6% |
| 11 | DRIVE WEALTH MANAGEMENT, LLC | 72,657 | $3.6M | 0.6% | 0.5% | -2.3% |
| 12 | OneDigital Investment Advisors LLC | 68,228 | $3.3M | 0.0% | 0.5% | +5.5% |
| 13 | New Capital Management LP | 67,834 | $3.3M | 0.8% | 0.5% | -0.6% |
| 14 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 66,534 | $3.2M | 0.0% | 0.5% | -8.9% |
| 15 | Cerity Partners LLC | 65,090 | $3.2M | 0.0% | 0.5% | +132.1% |
| 16 | Focus Partners Advisor Solutions, LLC | 63,340 | $3.1M | 0.0% | 0.5% | +14.9% |
| 17 | Asset Dedication, LLC | 62,293 | $3.0M | 0.2% | 0.5% | -5.0% |
| 18 | Perigon Wealth Management, LLC | 59,449 | $2.9M | 0.0% | 0.4% | -0.1% |
| 19 | GOLDMAN SACHS GROUP INC | 59,016 | $2.9M | 0.0% | 0.4% | +18.0% |
| 20 | Corient Private Wealth LP | 53,535 | $2.6M | 0.0% | 0.4% | -1.6% |
| 21 | Laird Norton Wetherby Trust Company, LLCNEW | 49,725 | $2.4M | 0.0% | 0.4% | new |
| 22 | Cordant, Inc. | 38,343 | $1.9M | 0.7% | 0.3% | +9.7% |
| 23 | Simplicity Wealth,LLC | 37,709 | $1.8M | 0.1% | 0.3% | +8.8% |
| 24 | Betterment LLC | 28,191 | $1,378 | 0.0% | 0.2% | -8.8% |
| 25 | MISSION WEALTH MANAGEMENT, LP | 26,554 | $1.3M | 0.0% | 0.2% | +332.0% |
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.