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Disclosery

DFSE DIMENSIONAL ETF TRUST

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EMER MARK SU ETF (fund)

139 managers (140 13F filers) reported a position in DFSE shares at 2025-03-31, 7,252,660 shares in all. 18 filers opened a position and 5 filers sold out during the quarter.

Managers
139
13F filers
140
New
18
Added
64
Reduced
34
Sold out
5
Shares held by filers
7,252,660

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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, LLC882,216$29.7M3.47%+30,62413F-HRTimeline
Quantum Financial Advisors, LLC583,918$19.7M2.93%+32,69613F-HRTimeline
Abacus Wealth Partners, LLC525,544$17.7M2.66%+5,01713F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP395,611$13.3M0.22%+6,65213F-HRTimelineGroup
Focus Partners Wealthgroup of 2 filers holding360,601$12.1M+306,500Timeline
Five Oceans Advisors332,401$11.2M5.36%+2,42213F-HRTimeline
Citrine Capital LLC302,513$10.2M6.38%+17,76513F-HRTimeline
Retirement Solution LLC264,877$8.92M2.53%+55,59613F-HR/ATimeline
LongView Asset Management LLC217,970$7.34M6.3%+30,38213F-HRTimeline
Adero Partners, LLC210,308$7.08M0.46%+3,94813F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC201,069$6.77M0.01%+169,62213F-HR/ATimelineGroup
Willow Creek Wealth Management Inc.182,360$6.14M0.6%+57,51013F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC165,782$5.58M0.02%+16213F-HRTimelineGroup
Savant Capital, LLCin group Savant Capital, LLC123,417$4.16M0.04%+3,14313F-HR/ATimelineGroup
Wealth Architects, LLC120,911$4.07M0.45%+13,18813F-HR/ATimeline
Francis Financial, Inc.119,335$4.02M0.98%-1,22213F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…99,736$3.36M0.01%-20713F-HRTimeline
Balanced Rock Investment Advisors LLC87,112$2.93M2.34%+3,11013F-HRTimeline
Asset Dedication, LLC80,193$2.7M0.22%-7,38913F-HRTimeline
Greenspring Advisors, LLC74,120$2.5M0.59%-59,29613F-HRTimeline
New Capital Management LP69,258$2.33M0.67%+7,04913F-HRTimeline
OneDigital Investment Advisors LLC68,072$2.29M0.03%-813F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP66,050$2.22M<0.01%+3,69213F-HRTimelineGroup
BRIGHTON JONES LLC64,482$2.17M0.07%+5,00013F-HRTimeline
Allodium Investment Consultants, LLC61,119$2.06M1.52%+2,56613F-HRTimeline
Heritage Financial Services, LLC60,881$2.05M0.2%-13,03313F-HRTimeline
SACHEM HILL LLC58,270$1.96M0.39%-11,52913F-HRTimeline
RAM Investment Partners, LLC56,623$1.91M0.47%+3,47213F-HRTimeline
TOWNSQUARE CAPITAL LLC56,127$1.89M0.02%-5,82613F-HRTimeline
DRIVE WEALTH MANAGEMENT, LLC56,127$1.89M0.44%-4,15513F-HRTimeline
Klaas Financial Asset Advisors, LLC45,971$1.55M0.27%+9,39713F-HRTimeline
Apella Capital, LLC47,847$1.52M0.05%+10,84213F-HRTimeline
Pure Financial Advisors, LLC44,405$1.5M0.03%+12,47413F-HRTimeline
Perigon Wealth Management, LLC43,018$1.45M0.04%+4,50013F-HRTimeline
Planning Center, Inc.40,854$1.38M0.16%-1,80313F-HRTimeline
Navigoe, LLC34,734$1.17M1.01%-1,26713F-HRTimeline
Cambridge Financial Group, LLC33,394$1.13M0.48%+93513F-HRTimeline
Truepoint, Inc.33,140$1.12M0.03%+1,08213F-HRTimeline
Cordant, Inc.33,101$1.11M0.58%-34513F-HRTimeline
Cook Wealth, LLC30,153$1.02M0.5%-10713F-HRTimeline
Longview Financial Advisors LLC30,128$1.01M0.67%+2,39613F-HRTimeline
QUARRY HILL ADVISORS, LLC28,787$970K0.63%+5,89713F-HRTimeline
Burton Enright Welch28,683$966K0.2%+3613F-HRTimeline
RW Investment Management LLC27,429$924K0.11%-3,22213F-HRTimeline
NWAM LLC23,067$777K0.07%+1,00413F-HRTimeline
Cardinal Point Capital Management ULC23,005$775K0.07%-2,07513F-HRTimeline
Waypoint Wealth Partners Inc.22,930$772K0.21%-3213F-HRTimeline
SEVEN MILE ADVISORY21,695$731K0.49%013F-HRTimeline
EP Wealth Advisors, LLC21,139$712K0.01%+1,74013F-HRTimeline
Northland Capital Management LLC21,093$710K0.48%-2,19513F-HRTimeline
Betterment LLC20,819$701K<0.01%+3,20513F-HRTimeline
Addison Advisors LLC20,730$698K0.19%+68013F-HRTimeline
Momentous Wealth Management, Inc.20,055$675K0.48%+2,88513F-HRTimeline
Morling Financial Advisors, LLC19,945$672K0.23%+5,10813F-HRTimeline
Modera Wealth Management, LLC16,842$567K0.01%-74413F-HRTimeline
MB Generational Wealth, LLC16,780$565K0.42%-89613F-HRTimeline
Henrickson Nauta Wealth Advisors, Inc.17,437$547K0.22%+6,43513F-HRTimeline
Trellis Wealth Advisors LLC16,178$545K0.26%+5513F-HRTimeline
Farther Finance Advisors, LLC15,957$540K0.01%013F-HRTimeline
Meritas Wealth Management, LLC15,939$537K0.31%+6,69413F-HRTimeline
Sequoia Financial Advisors, LLC15,056$507K<0.01%new13F-HRTimeline
Syverson Strege & Co14,784$498K0.16%+2,26513F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC14,563$490K0.02%013F-HRTimeline
Rockbridge Investment Management, LCC14,512$489K0.06%+15713F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC14,076$474K<0.01%new13F-HRTimelineGroup
BetterWealth, LLC13,640$459K0.13%-4,24713F-HRTimeline
North Ridge Wealth Advisors, Inc.12,529$422K0.28%-52413F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC12,506$421K<0.01%new13F-HRTimelineGroup
Wealthstream Advisors, Inc.12,135$409K0.08%+1513F-HRTimeline
NewEdge Advisors, LLC12,068$406K<0.01%013F-HRTimeline
RHS Financial, LLC11,531$388K0.22%+35113F-HRTimeline
Heck Capital Advisors, LLC11,522$388K0.04%new13F-HRTimeline
BRIDGE GENERATIONS WEALTH MANAGEMENT LLC10,624$358K0.22%-12913F-HRTimeline
AdvisorNet Financial, Inc10,570$356K0.03%+94613F-HRTimeline
Caprock Group, LLC10,395$350K0.01%013F-HRTimeline
EnRich Financial Partners LLC10,254$345K0.12%+59413F-HRTimeline
Simplicity Wealth,LLC10,237$345K0.03%new13F-HRTimeline
Creative Capital Management Investments…9,923$334K0.13%-14513F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC9,806$330K<0.01%+1,15813F-HRTimeline
SCHWARZ DYGOS WHEELER INVESTMENT ADVISO…9,535$321K0.08%+913F-HRTimeline
Babb Wealth Advisors LLC9,253$312K0.25%-23113F-HRTimeline
Arlington Financial Advisors, LLC9,071$306K0.05%-1,21713F-HRTimeline
HARBOUR INVESTMENTS, INC.8,970$302K0.01%+12413F-HRTimeline
Parcion Private Wealth LLC8,448$285K0.02%+55213F-HRTimeline
LPL Financial LLC8,302$280K<0.01%+1,15913F-HRTimeline
Jentner Corp8,275$279K0.08%013F-HRTimeline
Freedom Financial Partners LLC8,155$275K0.13%+3913F-HRTimeline
Aerodigm Wealth, LLC7,754$261K0.15%new13F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC8,271$259K0.06%-1,87213F-HRTimeline
Flagstone Financial Management7,533$254K0.08%new13F-HRTimeline
FINANCIAL COUNSELORS INC7,499$253K<0.01%-1,18713F-HRTimeline
Wealth Management Strategies, Inc.7,440$251K0.17%new13F-HRTimeline
Level Financial Advisors7,379$249K0.08%+2513F-HRTimeline
Rehmann Capital Advisory Group7,255$244K0.02%013F-HRTimeline
Cassaday & Co Wealth Management LLC7,205$243K0.01%-5013F-HRTimeline
Geometric Wealth Advisors7,002$236K0.04%013F-HRTimeline
Hill Investment Group Partners, LLC6,966$235K0.03%-24213F-HRTimeline
Chicago Partners Investment Group LLC6,772$234K0.01%+37313F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC6,890$232K0.01%013F-HRTimelineGroup
Root Financial Partners, LLC6,739$227K0.02%new13F-HRTimeline
Equita Financial Network, Inc.6,573$221K0.08%new13F-HRTimeline
GRAND WEALTH MANAGEMENT, LLC6,531$220K0.12%-43713F-HRTimeline
Wealth Advisors Northwest LLC6,370$215K0.14%new13F-HRTimeline
Passive Capital Management, LLC.6,300$212K0.07%013F-HRTimeline
Foundation Wealth Management, LLC\PA6,275$211K0.1%013F-HRTimeline
COMPASS CAPITAL CORP /MA/ /ADV6,357$205K0.11%new13F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/5,800$195K<0.01%new13F-HRTimelineGroup
Physician Wealth Advisors, Inc.4,971$167K0.03%+413F-HRTimeline
von Borstel & Associates, Inc.4,909$165K0.05%new13F-HRTimeline
DiNuzzo Private Wealth, Inc.4,724$159K0.02%-613F-HRTimeline
Allworth Financial LP3,882$131K<0.01%+813F-HRTimeline
Vermillion Wealth Management, Inc.3,840$129K0.04%+813F-HRTimeline
Ruedi Wealth Management, Inc.3,634$122K0.04%+4813F-HRTimeline
Parkworth Wealth Management, Inc.3,273$110K0.09%+52213F-HRTimeline
Orion Capital Management LLC2,631$88.6K0.04%-26713F-HRTimeline
North Capital, Inc.2,000$67.4K0.06%13F-HRTimeline
Red Tortoise LLC1,851$62.3K0.03%013F-HRTimeline
Tortoise Investment Management, LLC1,720$57.9K0.01%013F-HR/ATimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,559$52.5K<0.01%new13F-HRTimelineGroup
Keystone Financial Group, Inc.1,493$52.1K0.04%+313F-HRTimeline
WealthCollab, LLC1,467$49.4K0.03%013F-HRTimeline
CARDIFF PARK ADVISORS, LLC1,358$45.8K<0.01%+213F-HRTimeline
CWM, LLCin group CWM, LLC1,137$38K<0.01%013F-HRTimelineGroup
PINNEY & SCOFIELD, INC.1,031$34.7K0.03%013F-HRTimeline
RED LIGHTHOUSE INVESTMENT MANAGEMENT, L…955$30.8K0.01%-25213F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO886$29.8K<0.01%+613F-HRTimelineGroup
C M BIDWELL & ASSOCIATES LTD800$26.9K0.02%013F-HRTimeline
JFS WEALTH ADVISORS, LLC648$21.8K<0.01%013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC455$15.3K0.01%+113F-HRTimeline
Coston, McIsaac & Partners453$15K<0.01%new13F-HRTimeline
Blume Capital Management, Inc.300$10.1K<0.01%013F-HRTimeline
IFP Advisors, Inc248$8.36K<0.01%+2813F-HRTimeline
Smartleaf Asset Management LLC174$5.9K<0.01%new13F-HRTimeline
Glass Jacobson Investment Advisors llc144$4.77K<0.01%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA75$3K<0.01%new13F-HR/ATimelineGroup
Strategic Investment Solutions, Inc. /IL76$2.57K<0.01%013F-HRTimeline
Aptus Capital Advisors, LLC55$1.85K<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
CURIO WEALTH, LLC2$39.1K-1,17813F-HRTimelineValue about 1,000 times the price other filers imply, kept as filed and left out of ratios.