DIMENSIONAL EM SUS CORE1 ETF (DFSE) Institutional Shareholders
DIMENSIONAL EM SUS CORE1 ETF (DFSE) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $407.10M in DFSE holdings during the latest filing period.
Awm Capital, Llc is currently the largest disclosed institutional shareholder of DFSE tracked by InsiderSet, reporting ownership valued at approximately $40.17M in its June 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 $39.46M, representing an estimated loss of -1.78% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 55% of the total disclosed DFSE value among the investors covered in this analysis. Major shareholders include Awm Capital, Llc, Quantum Financial Advisors, Llc, Maseco Llp, 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
179
Total Reported Value
$407.10M
Largest Holder
Awm Capital, Llc
Largest Position
$40.17M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
95
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Awm Capital, Llc | 3.22% | 821,857 | $40,171,947 | $39,457,272 | -$714,675 | -1.78% | |
| Quantum Financial Advisors, Llc | 2.56% | 528,686 | $25,841,908 | $25,382,162 | -$459,746 | -1.78% | |
| Maseco Llp | 0.78% | 588,403 | $24,910,053 | $28,249,169 | +$3,339,116 | +13.40% | |
| Pathstone Holdings, Llc | 0.10% | 570,391 | $24,167,295 | $27,384,415 | +$3,217,120 | +13.31% | |
| Focus Partners Wealth | 0.03% | 536,976 | $23,793,759 | $25,780,164 | +$1,986,405 | +8.35% | |
| Five Oceans Advisors | 6.95% | 442,368 | $21,622,744 | $21,238,043 | -$384,701 | -1.78% | |
| Forum Financial Management, Lp | 0.23% | 365,681 | $17,874,328 | $17,556,308 | -$318,020 | -1.78% | |
| Citrine Capital Llc | 5.86% | 323,640 | $15,819,358 | $15,537,924 | -$281,434 | -1.78% | |
| Abacus Wealth Partners, Llc | 1.63% | 317,897 | $15,534,329 | $15,262,203 | -$272,126 | -1.75% | |
| Ep Wealth Advisors, Llc | 0.06% | 307,238 | $13,017,589 | $14,750,466 | +$1,732,877 | +13.31% | |
| Retirement Solution Llc | 2.61% | 260,449 | $11,035,162 | $12,504,130 | +$1,468,968 | +13.31% | |
| Savant Capital, Llc | 0.04% | 214,628 | $9,093,743 | $10,304,269 | +$1,210,526 | +13.31% | |
| Wealth Architects, Llc | 0.60% | 154,990 | $7,575,839 | $7,441,054 | -$134,785 | -1.78% | |
| Greenspring Advisors, Llc | 0.39% | 150,393 | $6,372,110 | $7,220,353 | +$848,243 | +13.31% | |
| Elser Financial Planning, Inc | 0.27% | 126,249 | $6,170,988 | $6,061,202 | -$109,786 | -1.78% | |
| Sachem Hill Llc | 1.12% | 136,088 | $5,766,008 | $6,533,571 | +$767,563 | +13.31% | |
| Apella Capital, Llc | 0.07% | 102,996 | $4,884,071 | $4,944,828 | +$60,757 | +1.24% | |
| Pure Financial Advisors, Llc | 0.07% | 107,826 | $4,568,576 | $5,176,715 | +$608,139 | +13.31% | |
| Francis Financial, Inc. | 0.83% | 104,993 | $4,448,524 | $5,040,703 | +$592,179 | +13.31% | |
| Tci Wealth Advisors, Inc. | 0.18% | 84,357 | $4,123,329 | $4,049,971 | -$73,358 | -1.78% | |
| Ram Investment Partners, Llc | 0.61% | 78,545 | $3,839,243 | $3,770,938 | -$68,305 | -1.78% | |
| Allodium Investment Consultants, Llc | 1.60% | 77,097 | $3,768,466 | $3,701,419 | -$67,047 | -1.78% | |
| Balanced Rock Investment Advisors Llc | 2.64% | 88,905 | $3,766,878 | $4,268,320 | +$501,442 | +13.31% | |
| Jane Street Group, Llc | 0.00% | 86,476 | $3,663,962 | $4,151,704 | +$487,742 | +13.31% | |
| Drive Wealth Management, Llc | 0.63% | 72,657 | $3,551,436 | $3,488,255 | -$63,181 | -1.78% | |
| New Capital Management Lp | 0.76% | 67,834 | $3,315,692 | $3,256,704 | -$58,988 | -1.78% | |
| Wealth Enhancement Advisory Services, Llc | 0.01% | 66,534 | $3,219,497 | $3,194,291 | -$25,206 | -0.78% | |
| Mercer Global Advisors Inc | 0.00% | 72,002 | $3,050,690 | $3,456,809 | +$406,119 | +13.31% | |
| Asset Dedication, Llc | 0.19% | 62,293 | $3,044,861 | $2,990,681 | -$54,180 | -1.78% | |
| Onedigital Investment Advisors Llc | 0.03% | 64,673 | $2,740,186 | $3,104,944 | +$364,758 | +13.31% | |
| Equita Financial Network, Inc. | 0.71% | 52,655 | $2,573,750 | $2,527,961 | -$45,789 | -1.78% | |
| Quarry Hill Advisors, Llc | 0.98% | 52,268 | $2,554,829 | $2,509,381 | -$45,448 | -1.78% | |
| Perigon Wealth Management, Llc | 0.05% | 59,535 | $2,522,482 | $2,858,269 | +$335,787 | +13.31% | |
| Klaas Financial Asset Advisors, Llc | 0.29% | 47,886 | $2,340,644 | $2,299,002 | -$41,642 | -1.78% | |
| Hill Island Financial Llc | 0.57% | 55,204 | $2,338,977 | $2,650,339 | +$311,362 | +13.31% | |
| Focus Partners Advisor Solutions, Llc | 0.02% | 55,140 | $2,336,293 | $2,647,266 | +$310,973 | +13.31% | |
| Goldman Sachs Group Inc | 0.00% | 50,000 | $2,118,485 | $2,400,495 | +$282,010 | +13.31% | |
| Beacon Pointe Advisors, Llc | 0.01% | 49,789 | $2,109,525 | $2,390,365 | +$280,840 | +13.31% | |
| Corient Private Wealth Llc | 0.00% | 54,392 | $1,941,210 | $2,611,354 | +$670,144 | +34.52% | |
| Triune Financial Partners, Llc | 0.46% | 45,307 | $1,919,664 | $2,175,185 | +$255,521 | +13.31% | |
| Cordant, Inc. | 0.68% | 38,343 | $1,874,203 | $1,840,844 | -$33,359 | -1.78% | |
| Planning Center, Inc. | 0.17% | 35,784 | $1,749,104 | $1,717,986 | -$31,118 | -1.78% | |
| Longview Financial Advisors Llc | 0.82% | 34,136 | $1,668,551 | $1,638,866 | -$29,685 | -1.78% | |
| Clarity Wealth Development Llc | 0.91% | 33,627 | $1,643,671 | $1,614,429 | -$29,242 | -1.78% | |
| Simplicity Wealth,Llc | 0.08% | 34,674 | $1,469,127 | $1,664,695 | +$195,568 | +13.31% | |
| Truepoint, Inc. | 0.03% | 29,629 | $1,448,251 | $1,422,485 | -$25,766 | -1.78% | |
| Cambridge Financial Group, Llc | 0.45% | 28,925 | $1,413,853 | $1,388,686 | -$25,167 | -1.78% | |
| Rw Investment Management Llc | 0.14% | 32,961 | $1,396,548 | $1,582,454 | +$185,906 | +13.31% | |
| Old Mission Capital Llc | 0.03% | 31,856 | $1,349,729 | $1,529,403 | +$179,674 | +13.31% | |
| Mission Wealth Management, Lp | 0.02% | 26,554 | $1,297,947 | $1,274,855 | -$23,092 | -1.78% |
Frequently asked questions about DFSE
Who owns the most DFSE stock?
The largest holders of DFSE are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for DIMENSIONAL EM SUS CORE1 ETF (DFSE).
Is DFSE widely held by superinvestors?
Many widely followed stocks like DFSE appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly DFSE is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.