DFSE Institutional Ownership & Shareholders
DIMENSIONAL EM SUS CORE1 ETF (DFSE) is currently held by 182 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $453.20M based on the latest available SEC Form 13F filings for the quarter ended September 30, 2026.
Awm Capital, Llc is currently the largest disclosed institutional shareholder of DFSE tracked by InsiderSet, reporting ownership valued at approximately $43.35M in its September 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $39.51M, representing an estimated loss of -8.87% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 51% of the total disclosed DFSE value among the investors covered in this analysis. Major shareholders include Awm Capital, Llc, Maseco Llp, Focus Partners Wealth, and several other long-term asset managers with concentrated positions in DIMENSIONAL EM SUS CORE1 ETF (DFSE).
This page ranks the largest institutional DFSE shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
182
Total Reported Value
$453.20M
Largest Holder
Awm Capital, Llc
Largest Position
$43.35M
Insider Transactions (90d)
0
Latest Filing Quarter
Q3 2026
New Institutional Positions
34
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Awm Capital, Llc | 3.05% | 896,664 | $43,353,729 | $39,507,016 | -$3,846,713 | -8.87% | |
| Maseco Llp | 0.76% | 576,712 | $27,872,472 | $25,409,931 | -$2,462,541 | -8.84% | |
| Focus Partners Wealth | 0.03% | 569,426 | $27,833,289 | $25,088,910 | -$2,744,379 | -9.86% | |
| Quantum Financial Advisors, Llc | 2.56% | 528,686 | $25,841,908 | $23,293,905 | -$2,548,003 | -9.86% | |
| Pathstone Holdings, Llc | 0.10% | 570,391 | $24,167,295 | $25,131,427 | +$964,132 | +3.99% | |
| Five Oceans Advisors | 7.29% | 394,730 | $19,085,183 | $17,391,804 | -$1,693,379 | -8.87% | |
| Forum Financial Management, Lp | 0.23% | 366,274 | $17,709,340 | $16,138,032 | -$1,571,308 | -8.87% | |
| Citrine Capital Llc | 5.59% | 343,939 | $16,629,451 | $15,153,952 | -$1,475,499 | -8.87% | |
| Abacus Wealth Partners, Llc | 1.63% | 317,897 | $15,534,329 | $14,006,542 | -$1,527,787 | -9.83% | |
| Ep Wealth Advisors, Llc | 0.06% | 307,473 | $15,029,123 | $13,547,260 | -$1,481,863 | -9.86% | |
| Savant Capital, Llc | 0.04% | 262,183 | $12,802,157 | $11,551,783 | -$1,250,374 | -9.77% | |
| Retirement Solution Llc | 2.71% | 254,157 | $12,288,490 | $11,198,157 | -$1,090,333 | -8.87% | |
| Wealthspire Advisors, Llc | 0.05% | 191,799 | $9,375,040 | $8,450,664 | -$924,376 | -9.86% | |
| Wealth Architects, Llc | 0.60% | 154,990 | $7,575,839 | $6,828,859 | -$746,980 | -9.86% | |
| Apella Capital, Llc | 0.09% | 149,864 | $7,277,252 | $6,603,008 | -$674,244 | -9.27% | |
| Elser Financial Planning, Inc | 0.25% | 119,716 | $5,788,269 | $5,274,687 | -$513,582 | -8.87% | |
| Francis Financial, Inc. | 0.88% | 109,210 | $5,338,133 | $4,811,793 | -$526,340 | -9.86% | |
| Pure Financial Advisors, Llc | 0.06% | 104,452 | $5,105,580 | $4,602,155 | -$503,425 | -9.86% | |
| Sachem Hill Llc | 0.82% | 95,984 | $4,640,814 | $4,229,055 | -$411,759 | -8.87% | |
| Brighton Jones Llc | 0.08% | 91,148 | $4,455,282 | $4,015,981 | -$439,301 | -9.86% | |
| Greenspring Advisors, Llc | 0.25% | 91,141 | $4,454,927 | $4,015,672 | -$439,255 | -9.86% | |
| Allodium Investment Consultants, Llc | 1.69% | 85,277 | $4,123,144 | $3,757,305 | -$365,839 | -8.87% | |
| Mercer Global Advisors Inc | 0.01% | 84,065 | $4,109,071 | $3,703,904 | -$405,167 | -9.86% | |
| Balanced Rock Investment Advisors Llc | 2.49% | 81,686 | $3,992,771 | $3,599,085 | -$393,686 | -9.86% | |
| Ram Investment Partners, Llc | 0.63% | 82,269 | $3,977,708 | $3,624,772 | -$352,936 | -8.87% | |
| Tci Wealth Advisors, Inc. | 0.16% | 81,855 | $3,957,690 | $3,606,531 | -$351,159 | -8.87% | |
| Drive Wealth Management, Llc | 0.63% | 72,657 | $3,551,436 | $3,201,267 | -$350,169 | -9.86% | |
| Wealth Enhancement Advisory Services, Llc | 0.01% | 74,232 | $3,546,795 | $3,270,662 | -$276,133 | -7.79% | |
| Farther Finance Advisors, Llc | 0.02% | 69,160 | $3,343,899 | $3,047,190 | -$296,709 | -8.87% | |
| Onedigital Investment Advisors Llc | 0.03% | 68,228 | $3,334,955 | $3,006,126 | -$328,829 | -9.86% | |
| Cerity Partners Llc | 0.00% | 65,090 | $3,181,583 | $2,867,865 | -$313,718 | -9.86% | |
| Focus Partners Advisor Solutions, Llc | 0.03% | 63,340 | $3,096,041 | $2,790,760 | -$305,281 | -9.86% | |
| Asset Dedication, Llc | 0.19% | 62,293 | $3,044,861 | $2,744,630 | -$300,231 | -9.86% | |
| Perigon Wealth Management, Llc | 0.05% | 62,021 | $2,998,691 | $2,732,645 | -$266,046 | -8.87% | |
| New Capital Management Lp | 0.66% | 60,619 | $2,930,929 | $2,670,873 | -$260,056 | -8.87% | |
| Goldman Sachs Group Inc | 0.00% | 59,016 | $2,884,672 | $2,600,245 | -$284,427 | -9.86% | |
| Hill Island Financial Llc | 0.58% | 57,647 | $2,787,232 | $2,539,927 | -$247,305 | -8.87% | |
| Equita Financial Network, Inc. | 0.77% | 56,224 | $2,718,430 | $2,477,229 | -$241,201 | -8.87% | |
| Clarity Wealth Development Llc | 1.50% | 55,039 | $2,661,136 | $2,425,018 | -$236,118 | -8.87% | |
| Navigoe, Llc | 1.38% | 54,019 | $2,640,000 | $2,380,077 | -$259,923 | -9.85% | |
| Corient Private Wealth Llc | 0.00% | 53,535 | $2,616,751 | $2,358,752 | -$257,999 | -9.86% | |
| Quarry Hill Advisors, Llc | 0.98% | 52,268 | $2,554,829 | $2,302,928 | -$251,901 | -9.86% | |
| Beacon Pointe Advisors, Llc | 0.01% | 50,694 | $2,477,885 | $2,233,578 | -$244,307 | -9.86% | |
| Laird Norton Wetherby Trust Company, Llc | 0.05% | 49,725 | $2,430,533 | $2,190,884 | -$239,650 | -9.86% | |
| Klaas Financial Asset Advisors, Llc | 0.29% | 47,706 | $2,306,585 | $2,101,926 | -$204,659 | -8.87% | |
| Triune Financial Partners, Llc | 0.45% | 44,576 | $2,178,836 | $1,964,019 | -$214,817 | -9.86% | |
| Simplicity Wealth,Llc | 0.06% | 40,589 | $1,962,478 | $1,788,351 | -$174,127 | -8.87% | |
| Cordant, Inc. | 0.68% | 38,343 | $1,874,203 | $1,689,393 | -$184,810 | -9.86% | |
| Planning Center, Inc. | 0.17% | 35,784 | $1,749,104 | $1,576,643 | -$172,461 | -9.86% | |
| Rw Investment Management Llc | 0.15% | 34,137 | $1,668,600 | $1,504,076 | -$164,524 | -9.86% |
Frequently asked questions about DFSE
Who are the largest institutional holders of DFSE?
The largest institutional holders of DFSE reported in the latest SEC Form 13F filings include Awm Capital, Llc, Maseco Llp, Focus Partners Wealth, Quantum Financial Advisors, Llc, and Pathstone Holdings, Llc. InsiderSet ranks institutional holders by their latest reported DFSE position.
What is DFSE institutional ownership?
This page tracks DFSE positions reported by institutional investment managers through SEC Form 13F. DIMENSIONAL EM SUS CORE1 ETF (DFSE) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own DFSE?
InsiderSet currently tracks 182 institutional managers reporting DFSE holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of DFSE shareholders.
How much DFSE stock do institutions own?
Institutional investment managers disclosed approximately $453.20M in DFSE holdings for Q3 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was DFSE institutional ownership last updated?
The latest DFSE institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended September 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional DFSE holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its DFSE position after the reporting date.
Are institutions buying or selling DFSE?
Institutional buying and selling can be analyzed by comparing DFSE positions across consecutive 13F reporting periods. InsiderSet's DFSE Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View DFSE ownership changes.
How has DFSE institutional ownership changed over time?
InsiderSet tracks DFSE institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.