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Disclosery

DFSE DIMENSIONAL ETF TRUST

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EMER MARK SU ETF (fund)

182 managers (183 13F filers) reported a position in DFSE shares at 2026-06-30, 9,407,300 shares in all. 19 filers opened a position and 7 filers sold out during the quarter.

Managers
182
13F filers
183
New
19
Added
73
Reduced
66
Sold out
7
Shares held by filers
9,407,300

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
AWM CAPITAL, LLC821,857$40.2M3.22%+61,18113F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC673,453$32.9M0.1%+103,06213F-HRTimelineGroup
Focus Partners Wealthgroup of 2 filers holding632,766$30.9M+40,650Timeline
MASECO LLP594,139$29M0.82%+5,73613F-HRTimeline
Quantum Financial Advisors, LLC528,686$25.8M2.56%-17,55613F-HRTimeline
Five Oceans Advisors442,368$21.6M6.95%+4,08113F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP365,681$17.9M0.23%-8,87813F-HRTimelineGroup
Citrine Capital LLC323,640$15.8M5.86%-5,01213F-HRTimeline
Abacus Wealth Partners, LLC317,897$15.5M1.63%-22,54113F-HRTimeline
EP Wealth Advisors, LLC307,473$15M0.06%+23513F-HRTimeline
Savant Capital, LLC262,183$12.8M0.04%+47,55513F-HRTimeline
Retirement Solution LLC256,769$12.6M2.45%-3,68013F-HRTimeline
Wealthspire Advisors, LLC191,799$9.38M0.05%new13F-HRTimeline
Wealth Architects, LLC154,990$7.58M0.6%-1,16113F-HRTimeline
Elser Financial Planning, Inc126,249$6.17M0.27%-46513F-HRTimeline
SACHEM HILL LLC123,011$6.01M1.07%-13,07713F-HRTimeline
Francis Financial, Inc.109,210$5.34M0.88%+4,21713F-HRTimeline
Pure Financial Advisors, LLC104,452$5.11M0.06%-3,37413F-HRTimeline
Apella Capital, LLC102,996$4.88M0.07%+7,44913F-HRTimeline
BRIGHTON JONES LLC91,148$4.46M0.08%+9,02113F-HRTimeline
Greenspring Advisors, LLC91,141$4.45M0.25%-59,25213F-HRTimeline
TCI Wealth Advisors, Inc.84,357$4.12M0.18%-64613F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV84,065$4.11M0.01%+12,06313F-HR/ATimeline
Balanced Rock Investment Advisors LLC81,686$3.99M2.49%-7,21913F-HRTimeline
RAM Investment Partners, LLC78,545$3.84M0.61%+7,50013F-HRTimeline
Allodium Investment Consultants, LLC77,097$3.77M1.6%-34213F-HRTimeline
DRIVE WEALTH MANAGEMENT, LLC72,657$3.55M0.63%-1,73113F-HRTimeline
OneDigital Investment Advisors LLC68,228$3.33M0.03%+3,55513F-HRTimeline
New Capital Management LP67,834$3.32M0.76%-44313F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…66,534$3.22M0.01%-6,47313F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC65,090$3.18M<0.01%+37,04913F-HRTimelineGroup
Asset Dedication, LLC62,293$3.04M0.19%-3,24713F-HRTimeline
Perigon Wealth Management, LLC59,449$2.91M0.05%-8613F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC59,016$2.88M<0.01%+9,01613F-HRTimelineGroup
HILL ISLAND FINANCIAL LLC55,204$2.7M0.58%013F-HRTimeline
Navigoe, LLC54,019$2.64M1.38%-1,11313F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP53,535$2.62M<0.01%-85713F-HR/ATimelineGroup
Equita Financial Network, Inc.52,655$2.57M0.71%+8,32813F-HRTimeline
QUARRY HILL ADVISORS, LLC52,268$2.55M0.98%+2,23513F-HRTimeline
Beacon Pointe Advisors, LLC50,694$2.48M0.01%+90513F-HRTimeline
Laird Norton Wetherby Trust Company, LLCin group Laird Norton Wetherby Trust C…49,725$2.43M0.05%new13F-HRTimelineGroup
Klaas Financial Asset Advisors, LLC47,886$2.34M0.29%-19213F-HRTimeline
Triune Financial Partners, LLC44,576$2.18M0.45%-73113F-HRTimeline
Cordant, Inc.38,343$1.87M0.68%+3,37913F-HRTimeline
Simplicity Wealth,LLC37,709$1.84M0.06%+3,03513F-HRTimeline
Planning Center, Inc.35,784$1.75M0.17%-58913F-HRTimeline
RW Investment Management LLC34,137$1.67M0.15%+1,17613F-HRTimeline
Longview Financial Advisors LLC34,136$1.67M0.82%-3,34713F-HRTimeline
Clarity Wealth Development LLC33,627$1.64M0.91%new13F-HRTimeline
Truepoint, Inc.29,629$1.45M0.03%-2,34213F-HRTimeline
Cambridge Financial Group, LLC28,925$1.41M0.45%+3,21513F-HRTimeline
Betterment LLC28,191$1.38M<0.01%-2,71113F-HRTimeline
MISSION WEALTH MANAGEMENT, LP26,554$1.3M0.02%+20,40713F-HRTimeline
Burton Enright Welch25,287$1.24M0.15%-1,52313F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC24,647$1.2M<0.01%+8,00313F-HRTimelineGroup
BEACON HILL WEALTH MANAGEMENT LTD.24,539$1.2M0.83%13F-HRTimeline
HighTower Advisors, LLC22,640$1.11M<0.01%+49713F-HRTimeline
Rockbridge Investment Management, LCC21,269$1.04M0.08%-2,86513F-HRTimeline
SeedSafe Financial LLC20,711$1.01M0.73%013F-HRTimeline
Henrickson Nauta Wealth Advisors, Inc.20,467$1M0.24%+18913F-HRTimeline
Modera Wealth Management, LLC20,133$984K0.01%+3,70913F-HRTimeline
Momentous Wealth Management, Inc.19,979$977K0.5%-22713F-HRTimeline
Cardinal Point Capital Management ULC19,898$973K0.06%-7813F-HRTimeline
SEVEN MILE ADVISORY19,663$961K0.65%-81613F-HRTimeline
Aspen Capital Management, LLC19,473$952K0.21%-61413F-HRTimeline
HARBOUR INVESTMENTS, INC.19,359$946K0.01%-75413F-HRTimeline
Meritas Wealth Management, LLC19,139$936K0.37%-1,08913F-HRTimeline
MB Generational Wealth, LLC18,883$923K0.45%-86113F-HRTimeline
Morling Financial Advisors, LLC18,361$897K0.25%-12113F-HRTimeline
NWAM LLC18,260$893K0.04%+29413F-HRTimeline
Sequoia Financial Advisors, LLC17,942$877K<0.01%+1,84813F-HRTimeline
Wheels Up Wealth, Inc.16,198$792K0.67%-57513F-HRTimeline
NewEdge Wealth, LLC15,513$758K0.01%013F-HRTimeline
Creative Capital Management Investments…15,143$740K0.17%013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC14,977$732K<0.01%-71,49913F-HRTimelineGroup
LPL Financial LLC14,638$715K<0.01%+1,78413F-HRTimeline
Northland Capital Management LLC14,439$706K0.38%-2,92013F-HRTimeline
Vise Technologies, Inc.13,960$682K0.01%+6,98713F-HRTimeline
Root Financial Partners, LLC13,960$682K0.03%+1,00913F-HRTimeline
Farther Finance Advisors, LLC13,698$670K0.01%-59013F-HRTimeline
Foster Group, Inc.13,685$669K0.02%-67913F-HRTimeline
XY Planning Network, Inc.13,537$662K0.08%+8,10513F-HRTimeline
Syverson Strege & Co13,363$653K0.14%-2113F-HRTimeline
BetterWealth, LLC13,068$639K0.11%+71113F-HRTimeline
Trellis Wealth Advisors LLC12,889$630K0.22%+1813F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC12,550$613K0.07%+1,47613F-HRTimeline
Three Arch Wealth Management LLC12,329$603K0.09%+4,33213F-HRTimeline
Sensenig Capital Advisors, Inc11,942$584K0.53%-93813F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC11,839$579K<0.01%+12413F-HRTimeline
Flagstone Financial Management11,545$564K0.13%-16713F-HRTimeline
Addison Advisors LLC10,971$536K0.25%-16,35813F-HRTimeline
NewEdge Advisors, LLC10,868$531K<0.01%-88713F-HRTimeline
GRAND WEALTH MANAGEMENT, LLC10,693$523K0.22%+1,84313F-HRTimeline
Parcion Private Wealth LLC10,580$517K0.03%+913F-HRTimeline
Modern Wealth Management, LLC10,534$515K0.01%+2,95213F-HRTimeline
Rehmann Capital Advisory Group10,455$511K0.02%+60013F-HRTimeline
Heck Capital Advisors, LLC10,323$505K0.03%-26713F-HRTimeline
Midwest Trust Co10,205$499K0.01%+1,64813F-HRTimeline
Babb Wealth Advisors LLC10,008$489K0.24%-1,09613F-HRTimeline
Hill Investment Group Partners, LLC9,335$456K0.05%-20713F-HRTimeline
Freedom Financial Partners LLC9,323$456K0.15%-1,54913F-HRTimeline
AdvisorNet Financial, Inc9,317$455K0.02%+40613F-HRTimeline
Wealth Management Strategies, Inc.8,982$439K0.17%+5013F-HRTimeline
SCHWARZ DYGOS WHEELER INVESTMENT ADVISO…8,737$427K0.08%013F-HRTimeline
Level Financial Advisors8,715$426K0.1%+9413F-HRTimeline
Mills Wealth Advisors LLC8,635$422K0.13%+58913F-HRTimeline
von Borstel & Associates, Inc.8,466$413K0.08%+3,06113F-HRTimeline
Composition Wealth, LLC8,334$407K<0.01%new13F-HRTimeline
PROFESSIONAL FINANCIAL SOLUTIONS LLC …8,295$405K0.32%+59613F-HRTimeline
CGN Advisors LLC8,173$399K0.03%-14013F-HRTimeline
HUB Investment Partners, LLC7,991$391K0.01%new13F-HRTimeline
Chicago Partners Investment Group LLC8,115$379K0.01%+3913F-HRTimeline
CAPTRUST FINANCIAL ADVISORS7,022$343K<0.01%+1213F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC6,890$337K<0.01%013F-HRTimelineGroup
Wealth Advisors Northwest LLC6,674$326K0.11%+3913F-HRTimeline
Sellwood Investment Partners LLC6,619$324K0.11%-1,06513F-HRTimeline
McGrath & Associates, Inc.6,604$323K0.42%+11713F-HRTimeline
COMPASS CAPITAL CORP /MA/ /ADV6,567$315K0.1%+4013F-HRTimeline
Foundation Wealth Management, LLC\PA6,430$314K0.09%+2913F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC6,414$314K<0.01%+1,08413F-HRTimelineGroup
EnRich Financial Partners LLC6,319$309K0.07%-1,60513F-HRTimeline
RHS Financial, LLC6,285$307K0.12%-2,99713F-HRTimeline
Private Advisor Group, LLC5,874$287K<0.01%+33013F-HRTimeline
Financial Plan, Inc.5,853$286K0.03%+51213F-HRTimeline
Tanager Wealth Management LLP5,845$286K0.02%-8113F-HRTimeline
Petersen Hastings Wealth Advisors Inc.5,651$276K0.02%-16013F-HRTimeline
Donalies Financial Planning, LLC5,640$276K0.2%+5113F-HRTimeline
Quantinno Capital Management LP5,539$271K<0.01%013F-HRTimeline
Bridgewater Advisors Inc.5,793$270K0.01%-72413F-HRTimeline
Joel Adams & Associates, Inc.5,408$264K0.17%-2313F-HRTimeline
VESTIA PERSONAL WEALTH ADVISORS5,403$264K0.1%new13F-HRTimeline
United Wealth Management, LLC5,336$261K0.06%-4613F-HRTimeline
Monument Group Wealth Advisors, LLC5,250$257K0.12%013F-HRTimeline
BRIDGE GENERATIONS WEALTH MANAGEMENT LLC5,199$254K0.13%013F-HRTimeline
Sensible Money, LLC5,054$247K0.07%013F-HRTimeline
DiNuzzo Private Wealth, Inc.4,941$242K0.02%-6013F-HRTimeline
Old Peak Finance LLC4,917$240K0.12%new13F-HRTimeline
WPWealth LLP4,884$239K0.04%+2413F-HRTimeline
Creative Planningin group Creative Planning4,757$233K<0.01%new13F-HRTimelineGroup
Cassaday & Co Wealth Management LLC4,648$227K<0.01%-16613F-HRTimeline
Larry Mathis Financial Planning, LLC4,414$216K0.16%new13F-HR/ATimeline
Envision Financial Planning, LLC4,341$212K0.07%new13F-HRTimeline
MBE Wealth Management, LLC4,241$207K0.07%new13F-HRTimeline
Physician Wealth Advisors, Inc.4,228$207K0.02%013F-HRTimeline
Geometric Wealth Advisors4,145$203K0.02%new13F-HRTimeline
Vermillion Wealth Management, Inc.4,126$202K0.05%+2313F-HRTimeline
Ruedi Wealth Management, Inc.4,117$201K0.05%new13F-HRTimeline
Allworth Financial LP3,984$195K<0.01%+2213F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.3,111$152K<0.01%+58013F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA2,799$137K<0.01%+24413F-HRTimelineGroup
FIDUCIARY FINANCIAL ADVISORS2,733$134K0.01%new13F-HRTimeline
Washington Trust Advisors, Inc.2,457$120K0.01%+1413F-HRTimeline
CARDIFF PARK ADVISORS, LLC2,377$116K0.01%+12413F-HRTimeline
Larson Financial Group LLC2,033$99.4K<0.01%+60913F-HRTimeline
Orion Capital Management LLC1,893$92.5K0.03%-213F-HRTimeline
American Capital Advisory, LLC1,867$91.3K0.03%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,797$86.6K<0.01%-1013F-HRTimelineGroup
PINNEY & SCOFIELD, INC.1,771$86.6K0.04%-41013F-HRTimeline
Keystone Financial Group, Inc.1,656$80.9K0.04%+913F-HRTimeline
WealthCollab, LLC1,467$71.7K0.03%013F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…1,447$69.6K<0.01%new13F-HRTimeline
Signature Resources Capital Management,…1,411$69K0.03%+813F-HRTimeline
Kennebec Savings Bank1,167$57K0.05%new13F-HRTimeline
MATHER GROUP, LLC.1,003$49K<0.01%new13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\824$40.3K<0.01%013F-HRTimelineGroup
C M BIDWELL & ASSOCIATES LTD800$39.1K0.02%013F-HRTimeline
Blume Capital Management, Inc.800$39.1K0.01%013F-HRTimeline
Smartleaf Asset Management LLC777$37.4K<0.01%013F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners544$26.6K<0.01%new13F-HRTimelineGroup
JFS WEALTH ADVISORS, LLC475$23.2K<0.01%013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC468$22.9K0.01%+213F-HRTimeline
Coston, McIsaac & Partners454$22K<0.01%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/420$20.5K<0.01%013F-HRTimelineGroup
Burk Holdings LLC369$18K0.01%-25013F-HRTimeline
Glass Jacobson Investment Advisors llc367$17.9K0.01%+213F-HRTimeline
JNBA Financial Advisors287$14K<0.01%-5213F-HRTimeline
FMR LLCin group FMR LLC281$13.7K<0.01%013F-HRTimelineGroup
IFP Advisors, Inc279$13.6K<0.01%013F-HRTimeline
Seneschal Advisors, LLC228$11.1K0.01%new13F-HRTimeline
Strategic Investment Solutions, Inc. /IL119$5.8K<0.01%+4113F-HRTimeline
AlphaCore Capital LLC47$2.3K<0.01%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY26$1.27K<0.01%013F-HRTimelineGroup