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Disclosery

DFSE DIMENSIONAL ETF TRUST

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EMER MARK SU ETF (fund)

128 managers (129 13F filers) reported a position in DFSE shares at 2024-12-31, 6,845,919 shares in all. 12 filers opened a position and 8 filers sold out during the quarter.

Managers
128
13F filers
129
New
12
Added
67
Reduced
17
Sold out
8
Shares held by filers
6,845,919

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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, LLC851,592$28.2M3.45%+32,57113F-HRTimeline
Quantum Financial Advisors, LLC551,222$18.3M2.78%-32313F-HRTimeline
Abacus Wealth Partners, LLC520,527$17.2M2.58%+67,70613F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP388,959$12.9M0.21%+15,87513F-HR/ATimelineGroup
Five Oceans Advisors329,979$10.9M5.01%+14,72513F-HRTimeline
Merriman Wealth Management, LLC285,830$9.47M0.39%+12,46313F-HRTimeline
Citrine Capital LLC284,748$9.43M6.95%13F-HRTimeline
Retirement Solution LLC209,281$6.93M1.82%-1,79413F-HRTimeline
Adero Partners, LLC206,360$6.84M0.44%+19,19413F-HRTimeline
LongView Asset Management LLC187,588$6.22M5.42%13F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC165,620$5.48M0.02%+54,62313F-HRTimelineGroup
Greenspring Advisors, LLC133,416$4.42M0.96%013F-HRTimeline
Willow Creek Wealth Management Inc.124,850$4.14M0.42%+27,85113F-HRTimeline
Francis Financial, Inc.120,557$3.99M1.01%-1,18613F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC120,274$3.98M0.03%+18,28313F-HRTimelineGroup
Elser Financial Planning, Inc118,424$3.92M0.29%new13F-HRTimeline
Wealth Architects, LLC107,723$3.57M0.4%+14,36813F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…99,943$3.31M0.01%-75113F-HR/ATimeline
Asset Dedication, LLC87,582$2.9M0.23%-6,01313F-HRTimeline
Balanced Rock Investment Advisors LLC84,002$2.78M2.2%new13F-HRTimeline
Heritage Financial Services, LLC73,914$2.45M0.33%+48513F-HRTimeline
SACHEM HILL LLC69,799$2.31M0.48%+19,46613F-HRTimeline
OneDigital Investment Advisors LLC68,080$2.26M0.03%+5,25413F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP62,358$2.07M<0.01%+2,31713F-HRTimelineGroup
New Capital Management LP62,209$2.06M0.6%+4,41513F-HRTimeline
TOWNSQUARE CAPITAL LLC61,953$2.05M0.02%+2,38213F-HRTimeline
DRIVE WEALTH MANAGEMENT, LLC60,282$2M0.49%+71113F-HRTimeline
BRIGHTON JONES LLC59,482$1.97M0.06%+4,31813F-HR/ATimeline
Allodium Investment Consultants, LLC58,553$1.94M1.62%13F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding54,101$1.79M+12,038Timeline
RAM Investment Partners, LLC53,151$1.76M0.43%+6,83913F-HRTimeline
Planning Center, Inc.42,657$1.41M0.18%-1,43513F-HRTimeline
Perigon Wealth Management, LLC38,518$1.26M0.03%013F-HRTimeline
Apella Capital, LLC37,005$1.23M0.05%+1,98013F-HRTimeline
Klaas Financial Asset Advisors, LLC36,574$1.21M0.21%+2,33913F-HRTimeline
Navigoe, LLC36,001$1.19M1.16%13F-HRTimeline
Cordant, Inc.33,446$1.11M0.58%-29013F-HRTimeline
Cambridge Financial Group, LLC32,459$1.08M0.46%+2,18713F-HRTimeline
Truepoint, Inc.32,058$1.06M0.03%+17113F-HRTimeline
Pure Financial Advisors, LLC31,931$1.06M0.02%+10,48113F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC31,447$1.04M<0.01%-178,93313F-HRTimelineGroup
RW Investment Management LLC30,651$1.02M0.12%+1,04213F-HRTimeline
Cook Wealth, LLC30,260$1.01M0.47%+14413F-HRTimeline
Burton Enright Welch28,647$949K0.2%new13F-HRTimeline
Longview Financial Advisors LLC27,732$919K0.62%13F-HRTimeline
Cardinal Point Capital Management ULC25,080$831K0.13%+16013F-HRTimeline
Northland Capital Management LLC23,288$772K0.57%-2,97013F-HRTimeline
Waypoint Wealth Partners Inc.22,962$761K0.21%+6,09713F-HRTimeline
QUARRY HILL ADVISORS, LLC22,890$758K0.51%+1,85713F-HRTimeline
NWAM LLC22,063$731K0.05%+2,81613F-HRTimeline
SEVEN MILE ADVISORY21,695$719K0.46%013F-HRTimeline
Addison Advisors LLC20,050$664K0.18%+90513F-HRTimeline
EP Wealth Advisors, LLC19,399$643K0.01%new13F-HRTimeline
BetterWealth, LLC17,887$593K0.16%-8613F-HRTimeline
MB Generational Wealth, LLC17,676$586K0.43%+8013F-HRTimeline
Betterment LLC17,614$584K<0.01%+7,09413F-HRTimeline
Modera Wealth Management, LLC17,586$583K0.01%-21313F-HRTimeline
Momentous Wealth Management, Inc.17,170$569K0.47%13F-HRTimeline
Trellis Wealth Advisors LLC16,123$534K0.27%-94313F-HRTimeline
Farther Finance Advisors, LLC15,957$529K0.02%+2,99513F-HRTimeline
Morling Financial Advisors, LLC14,837$492K0.17%+1,36813F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC14,563$482K0.02%013F-HRTimeline
Rockbridge Investment Management, LCC14,355$476K0.06%+85013F-HRTimeline
North Ridge Wealth Advisors, Inc.13,053$432K0.3%+6413F-HRTimeline
TCI Wealth Advisors, Inc.12,685$420K0.04%+75513F-HRTimeline
Carlson Capital Management12,683$420K0.02%+2,28013F-HRTimeline
Syverson Strege & Co12,519$415K0.14%+93013F-HRTimeline
Wealthstream Advisors, Inc.12,120$402K0.07%+2,67613F-HRTimeline
NewEdge Advisors, LLC12,068$400K<0.01%+95513F-HRTimeline
RHS Financial, LLC11,180$370K0.19%+49613F-HRTimeline
Henrickson Nauta Wealth Advisors, Inc.11,002$365K0.15%+47013F-HRTimeline
BRIDGE GENERATIONS WEALTH MANAGEMENT LLC10,753$356K0.24%13F-HRTimeline
Caprock Group, LLC10,395$344K0.01%013F-HRTimeline
Arlington Financial Advisors, LLC10,288$341K0.07%new13F-HRTimeline
Creative Capital Management Investments…10,068$334K0.14%+2,60213F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC10,143$328K0.07%+1,78813F-HRTimeline
EnRich Financial Partners LLC9,660$320K0.11%+13113F-HRTimeline
AdvisorNet Financial, Inc9,624$319K0.03%+1,69013F-HRTimeline
SCHWARZ DYGOS WHEELER INVESTMENT ADVISO…9,526$316K0.08%013F-HRTimeline
Babb Wealth Advisors LLC9,484$314K0.25%13F-HRTimeline
Meritas Wealth Management, LLC9,245$306K0.18%+5213F-HRTimeline
HARBOUR INVESTMENTS, INC.8,846$293K0.01%+113F-HRTimeline
FINANCIAL COUNSELORS INC8,686$288K<0.01%new13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC8,648$287K<0.01%-1813F-HRTimeline
Jentner Corp8,275$274K0.08%+2013F-HRTimeline
Freedom Financial Partners LLC8,116$269K0.13%13F-HRTimeline
Parcion Private Wealth LLC7,896$262K0.02%+1,70613F-HRTimeline
Level Financial Advisors7,354$244K0.09%new13F-HRTimeline
Cassaday & Co Wealth Management LLC7,255$240K0.01%+30113F-HRTimeline
Rehmann Capital Advisory Group7,255$240K0.02%+90013F-HRTimeline
Hill Investment Group Partners, LLC7,208$239K0.03%+30713F-HRTimeline
LPL Financial LLC7,143$237K<0.01%-19213F-HRTimeline
Geometric Wealth Advisors7,002$232K0.04%+65413F-HRTimeline
GRAND WEALTH MANAGEMENT, LLC6,968$231K0.13%+60113F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC6,890$228K0.01%013F-HRTimelineGroup
Chicago Partners Investment Group LLC6,399$211K0.01%+14913F-HRTimeline
Passive Capital Management, LLC.6,300$209K0.07%013F-HRTimeline
Foundation Wealth Management, LLC\PA6,275$208K0.1%13F-HRTimeline
COBBLESTONE CAPITAL ADVISORS LLC /NY/6,167$204K0.01%new13F-HRTimeline
Physician Wealth Advisors, Inc.4,967$165K0.03%new13F-HRTimeline
DiNuzzo Private Wealth, Inc.4,730$157K0.02%-7,25213F-HRTimeline
Allworth Financial LP3,874$129K<0.01%+2013F-HRTimeline
Vermillion Wealth Management, Inc.3,832$127K0.07%13F-HRTimeline
Ruedi Wealth Management, Inc.3,586$119K0.04%+4213F-HRTimeline
Orion Capital Management LLC2,898$96K0.04%new13F-HRTimeline
Parkworth Wealth Management, Inc.2,751$91.2K0.08%13F-HRTimeline
Red Tortoise LLC1,851$61.3K0.03%-33713F-HRTimeline
Tortoise Investment Management, LLC1,720$57K0.01%013F-HR/ATimeline
Keystone Financial Group, Inc.1,490$49.4K0.04%13F-HRTimeline
WealthCollab, LLC1,467$48.6K0.03%+1,05513F-HRTimeline
CARDIFF PARK ADVISORS, LLC1,356$44.9K<0.01%+713F-HRTimeline
RED LIGHTHOUSE INVESTMENT MANAGEMENT, L…1,207$40K0.02%013F-HRTimeline
CURIO WEALTH, LLC1,180$39.1K0.02%13F-HRTimeline
CWM, LLCin group CWM, LLC1,137$38K<0.01%new13F-HRTimelineGroup
CRITERION CAPITAL ADVISORS, LLC1,068$35.7K0.02%013F-HRTimeline
PINNEY & SCOFIELD, INC.1,031$34.2K0.03%13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO880$29.2K<0.01%+1313F-HRTimelineGroup
C M BIDWELL & ASSOCIATES LTD800$26.5K0.02%013F-HRTimeline
JFS WEALTH ADVISORS, LLC648$21.5K<0.01%013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC454$15K0.01%+213F-HRTimeline
Blume Capital Management, Inc.300$9.94K<0.01%013F-HRTimeline
IFP Advisors, Inc220$7.29K<0.01%+4613F-HRTimeline
Glass Jacobson Investment Advisors llc144$4.77K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Avior Wealth Management, LLC77$2.57K<0.01%-613F-HRTimeline
Strategic Investment Solutions, Inc. /IL76$2.52K<0.01%013F-HRTimeline
Aptus Capital Advisors, LLC55$1.82K<0.01%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC1$33<0.01%new13F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.