DFSE Institutional Ownership
Dimensional Emerging Markets Sustainability Core 1 ETF
1W: -0.3%
1M: -0.1%
3M: +0.3%
YTD: +15.3%
1Y: +19.1%
3Y: +75.3%
$48.91
+0.66 (+1.37%)
Weekly Expected Move ±2.9%
$46
$47
$49
$50
$52
Overview
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Holdings
Changes
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Analysis
Peers
Institutions
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Short Interest
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Institutional Ownership — DFSE
192
Institutional Holders
+10 vs prior quarter
0.0%
Ownership
+0.00pp
459M
Total Invested
21
New Positions
74
Increased
73
Reduced
7
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (201 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | AWM CAPITAL, LLC | 821,857 | 40M | +61,181 | +8.0% | 15Q | SEC ↗ |
| 2 | Pathstone Holdings, LLC | 673,453 | 33M | +103,062 | +18.1% | 11Q | SEC ↗ |
| 3 | MASECO LLP | 594,139 | 29M | +5,736 | +1.0% | 5Q | SEC ↗ |
| 4 | Focus Partners Wealth | 569,426 | 28M | +32,450 | +6.0% | 8Q | SEC ↗ |
| 5 | Quantum Financial Advisors, LLC | 528,686 | 26M | -17,556 | -3.2% | 14Q | SEC ↗ |
| 6 | Five Oceans Advisors | 442,368 | 22M | +4,081 | +0.9% | 15Q | SEC ↗ |
| 7 | Forum Financial Management, LP | 365,681 | 18M | -8,878 | -2.4% | 15Q | SEC ↗ |
| 8 | Citrine Capital LLC | 323,640 | 16M | -5,012 | -1.5% | 7Q | SEC ↗ |
| 9 | Abacus Wealth Partners, LLC | 317,897 | 16M | -22,541 | -6.6% | 15Q | SEC ↗ |
| 10 | EP Wealth Advisors, LLC | 307,473 | 15M | +235 | +0.1% | 3Q | SEC ↗ |
| 11 | Savant Capital, LLC | 262,183 | 13M | +47,555 | +22.2% | 12Q | SEC ↗ |
| 12 | Retirement Solution LLC | 256,769 | 13M | -3,680 | -1.4% | 14Q | SEC ↗ |
| 13 | Wealthspire Advisors, LLC NEW | 191,799 | 9M | — | +0.0% | 1Q | SEC ↗ |
| 14 | Wealth Architects, LLC | 154,990 | 8M | -1,161 | -0.7% | 13Q | SEC ↗ |
| 15 | Elser Financial Planning, Inc | 126,249 | 6M | -465 | -0.4% | 2Q | SEC ↗ |
| 16 | SACHEM HILL LLC | 123,011 | 6M | -13,077 | -9.6% | 15Q | SEC ↗ |
| 17 | Francis Financial, Inc. | 109,210 | 5M | +4,217 | +4.0% | 4Q | SEC ↗ |
| 18 | Pure Financial Advisors, LLC | 104,452 | 5M | -3,374 | -3.1% | 8Q | SEC ↗ |
| 19 | Apella Capital, LLC | 102,996 | 5M | +7,449 | +7.8% | 11Q | SEC ↗ |
| 20 | BRIGHTON JONES LLC | 91,148 | 4M | +9,021 | +11.0% | 2Q | SEC ↗ |
| 21 | Greenspring Advisors, LLC | 91,141 | 4M | -59,252 | -39.4% | 4Q | SEC ↗ |
| 22 | TCI Wealth Advisors, Inc. | 84,357 | 4M | -646 | -0.8% | 5Q | SEC ↗ |
| 23 | MERCER GLOBAL ADVISORS INC /ADV | 84,065 | 4M | +12,063 | +16.8% | 4Q | SEC ↗ |
| 24 | Balanced Rock Investment Advisors LLC | 81,686 | 4M | -7,219 | -8.1% | 7Q | SEC ↗ |
| 25 | RAM Investment Partners, LLC | 78,545 | 4M | +7,500 | +10.6% | 15Q | SEC ↗ |
| 26 | Allodium Investment Consultants, LLC | 77,097 | 4M | -342 | -0.4% | 7Q | SEC ↗ |
| 27 | DRIVE WEALTH MANAGEMENT, LLC | 72,657 | 4M | -1,731 | -2.3% | 12Q | SEC ↗ |
| 28 | OneDigital Investment Advisors LLC | 68,228 | 3M | +3,555 | +5.5% | 11Q | SEC ↗ |
| 29 | New Capital Management LP | 67,834 | 3M | -443 | -0.6% | 12Q | SEC ↗ |
| 30 | WEALTH ENHANCEMENT ADVISORY SERVICES, | 66,534 | 3M | -6,473 | -8.9% | 12Q | SEC ↗ |
| 31 | Cerity Partners LLC | 65,090 | 3M | +37,049 | +132.1% | 5Q | SEC ↗ |
| 32 | Focus Partners Advisor Solutions, LLC | 63,340 | 3M | +8,200 | +14.9% | 14Q | SEC ↗ |
| 33 | Asset Dedication, LLC | 62,293 | 3M | -3,247 | -5.0% | 15Q | SEC ↗ |
| 34 | Perigon Wealth Management, LLC | 59,449 | 3M | -86 | -0.1% | 11Q | SEC ↗ |
| 35 | GOLDMAN SACHS GROUP INC | 59,016 | 3M | +9,016 | +18.0% | 2Q | SEC ↗ |
| 36 | HILL ISLAND FINANCIAL LLC | 55,204 | 3M | — | +0.0% | 5Q | SEC ↗ |
| 37 | Navigoe, LLC | 54,019 | 3M | -1,113 | -2.0% | 7Q | SEC ↗ |
| 38 | Corient Private Wealth LP | 53,535 | 3M | -857 | -1.6% | 11Q | SEC ↗ |
| 39 | Equita Financial Network, Inc. | 52,655 | 3M | +8,328 | +18.8% | 6Q | SEC ↗ |
| 40 | QUARRY HILL ADVISORS, LLC | 52,268 | 3M | +2,235 | +4.5% | 13Q | SEC ↗ |
| 41 | Beacon Pointe Advisors, LLC | 50,694 | 2M | +905 | +1.8% | 4Q | SEC ↗ |
| 42 | Laird Norton Wetherby Trust Company, L NEW | 49,725 | 2M | — | +0.0% | 1Q | SEC ↗ |
| 43 | Klaas Financial Asset Advisors, LLC | 47,886 | 2M | -192 | -0.4% | 9Q | SEC ↗ |
| 44 | Triune Financial Partners, LLC | 44,576 | 2M | -731 | -1.6% | 5Q | SEC ↗ |
| 45 | Cordant, Inc. | 38,343 | 2M | +3,379 | +9.7% | 15Q | SEC ↗ |
| 46 | Simplicity Wealth,LLC | 37,709 | 2M | +3,035 | +8.8% | 4Q | SEC ↗ |
| 47 | Planning Center, Inc. | 35,784 | 2M | -589 | -1.6% | 15Q | SEC ↗ |
| 48 | RW Investment Management LLC | 34,137 | 2M | +1,176 | +3.6% | 2Q | SEC ↗ |
| 49 | Longview Financial Advisors LLC | 34,136 | 2M | -3,347 | -8.9% | 7Q | SEC ↗ |
| 50 | Clarity Wealth Development LLC NEW | 33,627 | 2M | — | +0.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Wealthspire Advisors, LLC | 191,799 | 9M |
| Laird Norton Wetherby Trust Company | 49,725 | 2M |
| Clarity Wealth Development LLC | 33,627 | 2M |
| SOL Capital Management CO | 30,153 | 1M |
| BEACON HILL WEALTH MANAGEMENT LTD. | 24,539 | 1M |
| Premier Financial Group | 11,267 | 551K |
| Composition Wealth, LLC | 8,334 | 408K |
| HUB Investment Partners, LLC | 7,991 | 391K |
| VESTIA PERSONAL WEALTH ADVISORS | 5,403 | 264K |
| Old Peak Finance LLC | 4,917 | 240K |
| Creative Planning | 4,757 | 233K |
| Larry Mathis Financial Planning, LL | 4,414 | 216K |
| Envision Financial Planning, LLC | 4,341 | 212K |
| MBE Wealth Management, LLC | 4,241 | 207K |
| Geometric Wealth Advisors | 4,145 | 203K |
| Ruedi Wealth Management, Inc. | 4,117 | 201K |
| FIDUCIARY FINANCIAL ADVISORS | 2,733 | 134K |
| KAYNE ANDERSON RUDNICK INVESTMENT M | 1,447 | 71K |
| Kennebec Savings Bank | 1,167 | 57K |
| MATHER GROUP, LLC. | 1,003 | 49K |
Sold Out (11)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Thrivent Financial for Lutherans | 128,736 | 6M |
| FLOW TRADERS U.S. LLC | 32,599 | 2M |
| OLD MISSION CAPITAL LLC | 31,856 | 2M |
| Broadhurst Jeffrey B | 22,999 | 1M |
| Mariner, LLC | 15,973 | 781K |
| Caprock Group, LLC | 9,531 | 466K |
| Kestra Advisory Services, LLC | 1,862 | 91K |
| RED LIGHTHOUSE INVESTMENT MANAGEMEN | 1,345 | 66K |
| CURIO WEALTH, LLC | 1,180 | 58K |
| UBS Group AG | 255 | 12K |
| Aptus Capital Advisors, LLC | 55 | 3K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Pathstone Holdings, LLC | +103,062 | +18.1% | 673,453 |
| AWM CAPITAL, LLC | +61,181 | +8.0% | 821,857 |
| Savant Capital, LLC | +47,555 | +22.2% | 262,183 |
| Cerity Partners LLC | +37,049 | +132.1% | 65,090 |
| Focus Partners Wealth | +32,450 | +6.0% | 569,426 |
| MISSION WEALTH MANAGEMENT, LP | +20,407 | +332.0% | 26,554 |
| MERCER GLOBAL ADVISORS INC /ADV | +12,063 | +16.8% | 84,065 |
| BRIGHTON JONES LLC | +9,021 | +11.0% | 91,148 |
| GOLDMAN SACHS GROUP INC | +9,016 | +18.0% | 59,016 |
| Equita Financial Network, Inc. | +8,328 | +18.8% | 52,655 |
| Focus Partners Advisor Solutions, L | +8,200 | +14.9% | 63,340 |
| XY Planning Network, Inc. | +8,105 | +149.2% | 13,537 |
| BROWN ADVISORY INC | +8,003 | +48.1% | 24,647 |
| RAM Investment Partners, LLC | +7,500 | +10.6% | 78,545 |
| Apella Capital, LLC | +7,449 | +7.8% | 102,996 |
| Vise Technologies, Inc. | +6,987 | +100.2% | 13,960 |
| MASECO LLP | +5,736 | +1.0% | 594,139 |
| Three Arch Wealth Management LLC | +4,332 | +54.2% | 12,329 |
| Francis Financial, Inc. | +4,217 | +4.0% | 109,210 |
| Five Oceans Advisors | +4,081 | +0.9% | 442,368 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| JANE STREET GROUP, LLC | -71,499 | -82.7% | 14,977 |
| Greenspring Advisors, LLC | -59,252 | -39.4% | 91,141 |
| Abacus Wealth Partners, LLC | -22,541 | -6.6% | 317,897 |
| Quantum Financial Advisors, LLC | -17,556 | -3.2% | 528,686 |
| Addison Advisors LLC | -16,358 | -59.9% | 10,971 |
| SACHEM HILL LLC | -13,077 | -9.6% | 123,011 |
| Forum Financial Management, LP | -8,878 | -2.4% | 365,681 |
| Balanced Rock Investment Advisors L | -7,219 | -8.1% | 81,686 |
| WEALTH ENHANCEMENT ADVISORY SERVICE | -6,473 | -8.9% | 66,534 |
| Citrine Capital LLC | -5,012 | -1.5% | 323,640 |
| Retirement Solution LLC | -3,680 | -1.4% | 256,769 |
| Pure Financial Advisors, LLC | -3,374 | -3.1% | 104,452 |
| Longview Financial Advisors LLC | -3,347 | -8.9% | 34,136 |
| Asset Dedication, LLC | -3,247 | -5.0% | 62,293 |
| RHS Financial, LLC | -2,997 | -32.3% | 6,285 |
| Northland Capital Management LLC | -2,920 | -16.8% | 14,439 |
| Rockbridge Investment Management, L | -2,865 | -11.9% | 21,269 |
| Betterment LLC | -2,711 | -8.8% | 28,191 |
| Truepoint, Inc. | -2,342 | -7.3% | 29,629 |
| DRIVE WEALTH MANAGEMENT, LLC | -1,731 | -2.3% | 72,657 |