DIMENSIONAL EM SUS CORE1 ETF (DFSE) Institutional Ownership Changes & 13F Activity

DIMENSIONAL EM SUS CORE1 ETF (DFSE). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Jane Street Group, Llc, Laird Norton Wetherby Trust Company, Llc, Cerity Partners Llc, Mercer Global Advisors Inc, and Goldman Sachs Group Inc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Corient Private Wealth LlcSell-857-1.6%53,535$2.62MQ2 2026Aug 27, 2026
Rehmann Capital Advisory GroupBuy+600+6.1%10,455$511.04KQ2 2026Aug 20, 2026
Mercer Global Advisors IncBuy+12,063+16.8%84,065$4.11MQ2 2026Aug 19, 2026
Beacon Pointe Advisors, LlcBuy+905+1.8%50,694$2.48MQ2 2026Aug 18, 2026
Orion Capital Management LlcSell-2-0.1%1,893$92.53KQ2 2026Aug 18, 2026
Balanced Rock Investment Advisors LlcSell-7,219-8.1%81,686$3.99MQ2 2026Aug 17, 2026
Pure Financial Advisors, LlcSell-3,374-3.1%104,452$5.11MQ2 2026Aug 17, 2026
Wealth Management Strategies, Inc.Buy+50+0.6%8,982$439.03KQ2 2026Aug 17, 2026
Jane Street Group, LlcSell-71,499-82.7%14,977$732.07KQ2 2026Aug 14, 2026
Laird Norton Wetherby Trust Company, LlcBuy+49,72549,725$2.43MQ2 2026Aug 14, 2026
Cerity Partners LlcBuy+37,049+132.1%65,090$3.18MQ2 2026Aug 14, 2026
Goldman Sachs Group IncBuy+9,016+18.0%59,016$2.88MQ2 2026Aug 14, 2026
Brown Advisory IncBuy+8,003+48.1%24,647$1.20MQ2 2026Aug 14, 2026
Envision Financial Planning, LlcBuy+4,3414,341$212.19KQ2 2026Aug 14, 2026
Modern Wealth Management, LlcBuy+2,952+38.9%10,534$514.90KQ2 2026Aug 14, 2026
Rockbridge Investment Management, LccSell-2,865-11.9%21,269$1.04MQ2 2026Aug 14, 2026
Action Point Financial Planning, LlcBuy+2,7332,733$133.58KQ2 2026Aug 14, 2026
Betterment LlcSell-2,711-8.8%28,191$1.38MQ2 2026Aug 14, 2026
Babb Wealth Advisors LlcSell-1,096-9.9%10,008$489.19KQ2 2026Aug 14, 2026
Larson Financial Group LlcBuy+609+42.8%2,033$99.35KQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+580+22.9%3,111$152.05KQ2 2026Aug 14, 2026
Financial Plan, Inc.Buy+512+9.6%5,853$286.09KQ2 2026Aug 14, 2026
Royal Bank Of CanadaBuy+244+9.5%2,799$137.00KQ2 2026Aug 14, 2026
Seneschal Advisors, LlcBuy+228228$11.14KQ2 2026Aug 14, 2026
Cardiff Park Advisors, LlcBuy+124+5.5%2,377$116.18KQ2 2026Aug 14, 2026
Von Borstel & Associates, Inc.Buy+3,061+56.6%8,466$413.00KQ2 2026Aug 13, 2026
Kayne Anderson Rudnick Investment Management LlcBuy+1,4471,447$69.62KQ2 2026Aug 13, 2026
Seven Mile AdvisorySell-816-4.0%19,663$961.12KQ2 2026Aug 13, 2026
Burk Holdings LlcSell-250-40.4%369$18.04KQ2 2026Aug 13, 2026
Compass Capital CorpBuy+40+0.6%6,567$314.80KQ2 2026Aug 13, 2026
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Frequently asked questions about DFSE activity

  • Which institutional owners are buying DFSE?

    Institutional owners buying DFSE include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in DFSE activity?

    "Buy" means an investor increased their reported position in DFSE compared to the prior reporting period. This reflects growing exposure to DIMENSIONAL EM SUS CORE1 ETF (DFSE) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in DFSE increasing?

    Institutional interest in DFSE can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.