DFSE - Dimensional ETF Trust - Dimensional Emerging Markets Sustainability Core 1 ETF Stock - Stock Price, Institutional Ownership, Shareholders

Dimensional ETF Trust - Dimensional Emerging Markets Sustainability Core 1 ETF
US ˙ ARCA

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Basic Stats
Institutional Owners 188 total, 188 long only, 0 short only, 0 long/short - change of 6.82% MRQ
Average Portfolio Allocation 0.2878 % - change of -16.54% MRQ
Institutional Shares (Long) 9,427,776 (ex 13D/G) - change of 0.11MM shares 1.22% MRQ
Institutional Value (Long) $ 455,791 USD ($1000)
Institutional Activity Summary

Based on the latest reported and disclosed 13F, NPORT and beneficial-ownership filings. Regulatory filings are delayed, so these figures reflect reporting lag and are not real-time ownership.

Ownership Flow
Buyers Increase 95
Sellers Decrease 68
Unchanged25
Newly reported20
Exited / no longer reported13
Net shares changed Increase 369,191
Net value changed Decrease -553,193.81
New / Exited
Newly reported20
New shares359,472
New value17,569.75
Exited / no longer reported13
Prior shares exited288,119
Prior value exited635,983.00
Concentration
Total disclosed shares9,427,776
Top 5 concentration33.81%
Top 10 concentration52.45%
Based on disclosed shares.
Filing Freshness
Latest report dateJ 30
Latest file dateS 02
Avg reporting lag 32 days
Stale holders0
Fresh filings100.00%
No newer filing in more than 180 days
Stale means no newer filing has been observed for the holder.
Source Breakdown
Source Breakdown
Source Owners Shares Value % Shares
13F Institutions 201 9,427,776 455,879.19 100.00%
13F: quarterly institutional holdings. NPORT: fund portfolio holdings. Activist (13D/G): beneficial-ownership filings above 5%.
Reported Institutional Options Exposure

No reported option positions.

Institutional Ownership and Shareholders

Dimensional ETF Trust - Dimensional Emerging Markets Sustainability Core 1 ETF (US:DFSE) has 188 institutional owners and shareholders that have filed 13D/G or 13F forms with the Securities Exchange Commission (SEC). These institutions hold a total of 9,427,776 shares. Largest shareholders include Awm Capital, Llc, Pathstone Holdings, LLC, Maseco Llp, Colony Group, LLC, Quantum Financial Advisors, LLC, Five Oceans Advisors, Forum Financial Management, LP, Citrine Capital LLC, Abacus Wealth Partners, LLC, and EP Wealth Advisors, Inc. .

Dimensional ETF Trust - Dimensional Emerging Markets Sustainability Core 1 ETF (ARCA:DFSE) institutional ownership structure shows current positions in the company by institutions and funds, as well as latest changes in position size. Major shareholders can include individual investors, mutual funds, hedge funds, or institutions. The Schedule 13D indicates that the investor holds (or held) more than 5% of the company and intends (or intended) to actively pursue a change in business strategy. Schedule 13G indicates a passive investment of over 5%.

The share price as of September 4, 2026 is 50.04 / share. Previously, on September 8, 2025, the share price was 40.34 / share. This represents an increase of 24.04% over that period.

Fund Sentiment Score

The Fund Sentiment Score (fka Ownership Accumulation Score) finds the stocks that are being most bought by funds. It is the result of a sophisticated, multi-factor quantitative model that identifies companies with the highest levels of institutional accumulation. The scoring model uses a combination of the total increase in disclosed owners, the changes in portfolio allocations in those owners and other metrics. The number ranges from 0 to 100, with higher numbers indicating a higher level of accumulation to its peers, and 50 being the average.

Update Frequency: Daily

See Ownership Explorer, which provides a list of highest-ranking companies.

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Institutional Put/Call Ratio

In addition to reporting standard equity and debt issues, institutions with more than 100MM assets under management must also disclose their put and call option holdings. Since put options generally indicate negative sentiment, and call options indicate positive sentiment, we can get a sense of the overall institutional sentiment by plotting the ratio of puts to calls. The chart to the right plots the historical put/call ratio for this instrument.

Using Put/Call Ratio as an indicator of investor sentiment overcomes one of the key deficiencies of using total institutional ownership, which is that a significant amount of assets under management are invested passively to track indices. Passively-managed funds do not typically buy options, so the put/call ratio indicator more closely tracks the sentiment of actively-managed funds.

13F and NPORT Filings

Detail on 13F filings are free. Detail on NP filings require a premium membership. Green rows indicate new positions. Red rows indicate closed positions. Click the link icon to see the full transaction history.

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File Date Source Investor Type Avg Price
(Est)
Shares Δ Shares
(%)
Reported
Value
($1000)
Δ Value
(%)
Port Alloc
(%)
2026-08-11 13F Beacon Hill Wealth Management Ltd. 24,539 1,199
2026-08-12 13F Smartleaf Asset Management LLC 777 0.00 37 19.35
2026-07-30 13F Asset Dedication, LLC 62,293 -4.95 3,045 9.65
2026-09-02 13F MLG Wealth Management DBA Pine Grove Financial Group 9,500 0.40 464 16.00
2026-08-05 13F Bridgewater Advisors Inc. 5,793 -11.11 270 -15.62
2026-08-13 13F Fmr Llc 281 0.00 14 18.18
2026-08-12 13F GWM Advisors LLC 10,868 -7.55 531 4,727.27
2026-08-07 13F Perigon Wealth Management, LLC 59,449 -0.14 2,906 15.19
2026-08-11 13F Wealthspire Advisors, LLC 191,799 9,375
2026-07-09 13F Henrickson Nauta Wealth Advisors, Inc. 20,467 0.93 1,000 16.41
2026-07-23 13F Tanager Wealth Management LLP 5,845 -1.37 286 13.55
2026-08-13 13F Kayne Anderson Rudnick Investment Management Llc 1,447 70
2026-07-10 13F Heck Capital Advisors, LLC 10,323 -2.52 505 12.50
2026-08-14 13F Larson Financial Group LLC 2,033 42.77 99 65.00
2026-07-14 13F McGrath & Associates, Inc. 6,604 1.80 323 29.32
2026-07-29 13F TCI Wealth Advisors, Inc. 84,357 -0.76 4,123 14.50
2026-07-15 13F Cordant, Inc. 38,343 9.66 1,874 26.54
2026-08-10 13F Vestia Personal Wealth Advisors 5,403 264
2026-08-11 13F Allworth Financial LP 3,984 0.56 195 16.17
2026-08-07 13F Curio Wealth, Llc 0 -100.00 0 -100.00
2026-07-27 13F Quarry Hill Advisors, Llc 52,268 4.47 2,555 7.54
2026-08-27 13F/A CI Private Wealth, LLC 53,535 -1.58 2,617 34.78
2026-07-21 13F Foundation Wealth Management, LLC\PA 6,430 0.45 314 15.87
2026-08-07 13F Triune Financial Partners, LLC 44,576 -1.61 2,179 13.50
2026-08-14 13F Goldman Sachs Group Inc 59,016 18.03 2,885 36.17
2026-08-11 13F Grand Wealth Management, Llc 10,693 20.82 523 39.57
2026-07-24 13F/A Larry Mathis Financial Planning, LLC 4,414 216
2026-07-29 13F Planning Center, Inc. 35,784 -1.62 1,749 13.50
2026-08-07 13F Schwarz Dygos Wheeler Investment Advisors Llc 8,737 0.00 427 15.41
2026-08-14 13F Babb Wealth Advisors LLC 10,008 -9.87 489 4.04
2026-07-08 13F Quantum Financial Advisors, LLC 528,686 -3.21 25,842 11.65
2026-08-13 13F Modern Wealth Management, LLC 10,534 38.93 515 59.13
2026-07-20 13F UMA Financial Services, Inc. 4,228 0.00 207 15.08
2026-07-27 13F EnRich Financial Partners LLC 6,319 -20.25 309 -8.06
2026-07-29 13F Washington Trust Advisors, Inc. 2,457 0.57 120 16.50
2026-08-12 13F EP Wealth Advisors, Inc. 307,473 0.08 15,029 15.46
2026-07-29 13F Equita Financial Network, Inc. 52,655 18.79 2,574 37.01
2026-08-12 13F Coston, McIsaac & Partners 454 0.00 0
2026-08-07 13F Professional Financial Solutions Llc /adv 8,295 7.74 405 24.23
2026-08-07 13F LPL Financial LLC 14,638 13.88 715 31.43
2026-07-07 13F Foster Group, Inc. 13,685 -4.73 669 9.87
2026-07-27 13F Concord Wealth Partners 544 27
2026-07-22 13F Abacus Wealth Partners, LLC 317,897 -6.62 15,534 7.70
2026-08-07 13F Resources Investment Advisors, LLC. 68,228 5.50 3,335 21.68
2026-07-10 13F Jfs Wealth Advisors, Llc 475 0.00 23 15.00
2026-07-29 13F Root Financial Partners, LLC 13,960 7.79 682 24.45
2026-08-10 13F Cassaday & Co Wealth Management LLC 4,648 -3.45 227 11.82
2026-08-18 13F Orion Capital Management LLC 1,893 -0.11 93 15.00
2026-07-31 13F Navigoe, LLC 54,019 -2.02 3 0.00
2026-07-14 13F Elser Financial Planning, Inc 126,249 -0.37 6,171 15.89
2026-07-13 13F Kennebec Savings Bank 1,167 57
2026-05-14 13F North Ridge Wealth Advisors, Inc. 13,057 -0.98 553 1.28
2026-08-14 13F Financial Plan, Inc. 5,853 9.59 286 26.55
2026-08-12 13F Us Bancorp \de\ 824 0.00 40 17.65
2026-04-27 13F Exencial Wealth Advisors, Llc 15,526 12.26 658 14.66
2026-07-15 13F Wealth Enhancement Advisory Services, Llc 66,534 -8.87 3,219 4.21
2026-08-10 13F Addison Advisors LLC 10,971 -59.86 536 -53.67
2026-07-10 13F DiNuzzo Private Wealth, Inc. 4,941 -1.20 242 14.22
2026-08-11 13F Schoolcraft Capital LLC 123,011 -9.61 6,013 4.27
2026-08-03 13F Envestnet Asset Management Inc 6,414 20.34 314 39.11
2026-08-13 13F Seven Mile Advisory 19,663 -3.98 961 10.84
2026-07-17 13F Farther Finance Advisors, LLC 13,698 -4.13 670 9.67
2026-07-30 13F Glass Jacobson Investment Advisors llc 367 0.55 18 13.33
2026-07-27 13F Private Advisor Group, LLC 5,874 5.95 287 22.65
2026-08-14 13F Flow Traders U.s. Llc 0 -100.00 0 -100.00
2026-07-14 13F Wealth Advisors Northwest LLC 6,674 0.59 326 16.01
2026-08-03 13F Modera Wealth Management, LLC 20,133 22.58 984 41.58
2026-07-27 13F Blume Capital Management, Inc. 800 0.00 39 18.18
2026-08-12 13F SeedSafe Financial LLC 20,711 0.00 1,012 15.39
2026-07-24 13F MBE Wealth Management, LLC 4,241 207
2026-08-12 13F Colony Group, LLC 569,426 6.74 27,833 25.78
2026-07-15 13F Trellis Wealth Advisors LLC 12,889 0.14 630 15.60
2026-07-23 13F JNBA Financial Advisors 287 -15.34 14 0.00
2026-08-13 13F Pathstone Holdings, LLC 673,453 18.07 32,918 36.21
2026-08-04 13F Midwest Trust Co 10,205 19.26 499 37.57
2026-08-14 13F Pure Financial Advisors, Inc. 104,452 -3.13 5,106 11.76
2026-08-13 13F Mariner, LLC 0 -100.00 0 -100.00
2026-07-14 13F Cambridge Financial Group, LLC 28,925 12.50 1,414 29.75
2026-07-23 13F Nwam Llc 18,260 1.64 893 17.21
2026-07-30 13F Sensible Money, LLC 5,054 0.00 247 15.42
2026-08-05 13F HighTower Advisors, LLC 22,640 2.24 1,107 17.91
2026-07-06 13F Garrett Investment Advisors LLC 8,173 -1.68 399 13.35
2026-08-10 13F WPWealth LLP 4,884 0.49 239 16.10
2026-08-12 13F Hill Investment Group Partners, LLC 9,335 -2.17 456 12.87
2026-08-14 13F Betterment LLC 28,191 -8.77 1 0.00
2026-08-14 13F Laird Norton Trust Company, Llc 49,725 2,431
2026-08-06 13F Simplicity Wealth,LLC 37,709 8.75 1,843 25.46
2026-07-27 13F CAPROCK Group, Inc. 0 -100.00 0 -100.00
2026-07-31 13F TCG Advisory Services, LLC 7,991 391
2026-08-14 13F Cardiff Park Advisors, Llc 2,377 5.50 116 22.11
2026-07-21 13F Northland Capital Management LLC 14,439 -16.82 706 -4.08
2026-08-18 13F Beacon Pointe Advisors, LLC 50,694 1.82 2,478 17.45
2026-07-23 13F AdvisorNet Financial, Inc 9,317 4.56 455 20.69
2026-07-08 13F Zrc Wealth Management, Llc 468 0.43 23 15.79
2026-08-12 13F Broadhurst Jeffrey B 0 -100.00 0 -100.00
2026-08-10 13F WealthCollab, LLC 1,467 0.00 72 14.52
2026-07-08 13F Strategic Investment Solutions, Inc. /IL 119 52.56 6 66.67
2026-08-13 13F Compass Capital Corp /ma/ /adv 6,567 0.61 315 -2.18
2026-08-06 13F Syverson Strege & Co 13,363 -0.16 653 15.17
2026-07-21 13F Flagstone Financial Management 11,545 -1.43 564 13.71
2026-05-05 13F UBS Group AG 0 -100.00 0
2026-07-14 13F Allodium Investment Consultants, LLC 77,097 -0.44 3,768 14.84
2026-07-22 13F Miracle Mile Advisors, LLC 8,334 407
2026-08-12 13F Burk Holdings LLC 369 -40.39 18 -30.77
2026-07-28 13F Sellwood Investment Partners LLC 6,619 -13.86 324 -0.62
2026-07-29 13F RAM Investment Partners, LLC 78,545 10.56 3,839 27.54
2026-07-22 13F Drive Wealth Management, Llc 72,657 -2.33 3,551 12.69
2026-07-15 13F Klaas Financial Asset Advisors, LLC 47,886 -0.40 2,341 14.87
2026-08-11 13F Greenspring Advisors, LLC 91,141 -39.40 4,455 -30.10
2026-04-30 13F Kestra Advisory Services, LLC 0 -100.00 0
2026-08-11 13F C M Bidwell & Associates Ltd 800 0.00 39 18.18
2026-07-23 13F Apollon Wealth Management, LLC 6,890 0.00 337 15.46
2026-08-14 13F Royal Bank Of Canada 2,799 9.55 137 26.85
2026-08-14 13F Cerity Partners LLC 65,090 132.12 3,182 167.76
2026-05-15 13F Mission Wealth Management, Lp 6,147 20.60 260 23.22
2026-08-11 13F Hill Island Financial Llc 55,204 0.00 2,698 15.40
2026-05-05 13F Premier Financial Group 0 -100.00 0
2026-07-29 13F Commonwealth Equity Services, Llc 11,839 2.03 579 20.17
2026-08-06 13F Donalies Financial Planning, LLC 5,640 0.91 276 16.53
2026-08-19 13F/A Mercer Global Advisors Inc /adv 84,065 16.75 4,109 34.72
2026-08-06 13F Joel Adams & Associates, Inc. 5,408 -0.42 264 14.78
2026-07-10 13F Fiduciary Financial Group, Llc 12,550 13.33 613 30.70
2026-07-13 13F Signature Resources Capital Management, LLC 1,411 0.57 69 15.25
2026-07-17 13F Petersen Hastings Wealth Advisors Inc. 5,651 -2.75 276 12.20
2026-07-31 13F MB Generational Wealth, LLC 18,883 -4.36 923 10.29
2026-08-06 13F Three Arch Wealth Management LLC 12,329 54.17 603 78.11
2026-07-15 13F Five Oceans Advisors 442,368 0.93 21,623 16.44
2026-08-11 13F Geometric Wealth Advisors 4,145 203
2026-07-14 13F Longview Financial Advisors LLC 34,136 -8.93 1,669 5.04
2026-08-13 13F Quantinno Capital Management LP 5,539 0.00 271 15.38
2026-08-06 13F AlphaCore Capital LLC 47 0.00 2 100.00
2026-07-27 13F Wheels Up Wealth, Inc. 16,198 -3.43 792 11.41
2026-07-17 13F Sequoia Financial Advisors, LLC 17,942 11.48 877 28.63
2026-08-13 13F Action Point Financial Planning, Llc 2,733 134
2026-07-23 13F Forum Financial Management, LP 365,681 -2.37 17,874 12.63
2026-08-10 13F NewEdge Wealth, LLC 15,513 0.00 758 15.37
2026-08-14 13F Old Mission Capital Llc 0 -100.00 0 -100.00
2026-08-14 13F Jane Street Group, Llc 14,977 -82.68 732 -80.02
2026-08-10 13F Savant Capital, LLC 262,183 22.16 12,802 40.79
2026-08-14 13F Envision Financial Planning, LLC 4,341 212
2026-07-15 13F Level Financial Advisors, Inc. 8,715 1.09 426 16.44
2026-08-12 13F Harbour Investments, Inc. 19,359 -3.75 946 11.03
2026-07-14 13F Cardinal Point Capital Management, ULC 19,898 -0.39 973 14.89
2026-07-17 13F Sensenig Capital Advisors, Inc 11,942 -7.28 584 6.97
2026-07-23 13F United Wealth Management, LLC 5,336 -0.85 261 14.04
2026-08-12 13F Jpmorgan Chase & Co 1,797 -0.55 87 16.22
2026-07-31 13F Truepoint, Inc. 29,629 -7.33 1,448 6.94
2026-08-12 13F Bank Of Montreal /can/ 420 0.00 21 17.65
2026-08-07 13F Pinney & Scofield, Inc. 1,771 -18.80 87 -6.52
2026-08-14 13F Rockbridge Investment Management, LCC 21,269 -11.87 1,040 1.66
2026-08-13 13F Morgan Stanley 26 0.00 1 0.00
2026-08-20 13F Rehmann Capital Advisory Group 10,455 6.09 511 22.54
2026-05-08 13F Red Lighthouse Investment Management, Llc 0 -100.00 0
2026-08-04 13F Aspen Capital Management, LLC 19,473 -3.06 952 11.75
2026-08-11 13F Retirement Solution Inc. 256,769 -1.41 12,551 13.73
2026-07-23 13F Citrine Capital LLC 323,640 -1.53 15,819 13.61
2026-08-06 13F RW Investment Management LLC 34,137 3.57 1,669 19.48
2026-07-24 13F Creative Capital Management Investments LLC 15,143 0.00 740 15.44
2026-07-27 13F Mather Group, Llc. 1,003 49
2026-07-31 13F Awm Capital, Llc 821,857 8.04 40,172 24.64
2026-08-14 13F Balanced Rock Investment Advisor 81,686 -8.12 3,993 6.00
2026-08-10 13F Francis Financial, Inc. 109,210 4.02 5,338 20.01
2026-08-05 13F Maseco Llp 594,139 0.97 29,030 16.54
2026-08-17 13F Wealth Management Strategies, Inc. 8,982 0.56 439 16.14
2026-07-27 13F Monument Group Wealth Advisors, LLC 5,250 0.00 257 15.32
2026-07-08 13F Apella Capital, LLC 102,996 7.80 4,884 7.70
2026-07-20 13F Bridge Generations Wealth Management Llc 5,199 0.00 254 15.45
2026-08-06 13F Morling Financial Advisors, LLC 18,361 -0.65 897 14.56
2026-07-21 13F BetterWealth, LLC 13,068 5.75 639 21.99
2026-07-14 13F XY Planning Network, Inc. 13,537 149.21 662 184.91
2026-07-29 13F Chicago Partners Investment Group LLC 8,115 0.48 379 -0.79
2026-07-07 13F Mills Wealth Advisors LLC 8,635 7.32 422 24.12
2026-07-21 13F Keystone Financial Group, Inc. 1,656 0.55 81 15.94
2026-08-14 13F Seneschal Advisors, LLC 228 11
2026-08-06 13F Freedom Financial Partners LLC 9,323 -14.25 456 -1.09
2026-07-29 13F SOL Capital Management CO 0 -100.00 0 -100.00
2026-05-01 13F Thrivent Financial For Lutherans 0 -100.00 0
2026-07-21 13F Meritas Wealth Management, LLC 19,139 -5.38 936 9.10
2026-07-28 13F American Capital Advisory, LLC 1,867 0.00 91 15.19
2026-04-21 13F Red Tortoise LLC 1,663 -10.16 70 -7.89
2026-07-27 13F Parcion Private Wealth LLC 10,580 0.09 517 15.66
2026-08-06 13F Buckingham Strategic Partners 63,340 14.87 3,096 32.53
2026-08-11 13F Momentous Wealth Management, Inc. 19,979 -1.12 977 14.02
2026-08-13 13F Captrust Financial Advisors 7,022 0.17 343 15.49
2026-08-11 13F Brighton Jones Llc 91,148 10.98 4,455 28.05
2026-08-14 13F Brown Advisory Inc 24,647 48.08 1,205 70.78
2026-07-27 13F Clarity Wealth Development LLC 33,627 1,644
2026-08-10 13F Vise Technologies, Inc. 13,960 100.20 682 135.99
2026-08-03 13F Old Peak Finance LLC 4,917 240
2026-08-13 13F von Borstel & Associates, Inc. 8,466 56.63 0
2026-07-17 13F Burton Enright Welch 25,287 -5.68 1,236 8.90
2026-07-14 13F New Capital Management LP 67,834 -0.65 3,316 14.63
2026-07-16 13F Vermillion Wealth Management, Inc. 4,126 0.56 202 16.18
2026-08-07 13F RHS Financial, LLC 6,285 -32.29 307 -21.88
2026-08-12 13F Aptus Capital Advisors, LLC 0 -100.00 0 -100.00
2026-08-13 13F Creative Planning 4,757 233
2026-07-29 13F Ruedi Wealth Management, Inc. 4,117 201
2026-08-14 13F Advisor Group Holdings, Inc. 3,111 22.92 152 42.06
2026-07-23 13F Wealth Architects, LLC 154,990 -0.74 7,576 14.50
2026-07-20 13F IFP Advisors, Inc 279 0.00 14 18.18
2026-05-14 13F Cwm, Llc 1,137 0.00 48
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