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Disclosery

DFSE DIMENSIONAL ETF TRUST

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EMER MARK SU ETF (fund)

142 managers (143 13F filers) reported a position in DFSE shares at 2025-06-30, 7,796,480 shares in all. 17 filers opened a position and 13 filers sold out during the quarter.

Managers
142
13F filers
143
New
17
Added
67
Reduced
36
Sold out
13
Shares held by filers
7,796,480

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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, LLC627,225$23.9M2.51%-254,99113F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding584,546$22.2M+223,945Timeline
Quantum Financial Advisors, LLC573,927$21.8M2.96%-9,99113F-HRTimeline
MASECO LLP548,175$20.9M0.79%13F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP396,139$15.1M0.23%+52813F-HRTimelineGroup
Five Oceans Advisors351,894$13.4M5.71%+19,49313F-HRTimeline
Abacus Wealth Partners, LLC336,694$12.8M1.96%-188,85013F-HRTimeline
Citrine Capital LLC305,892$11.6M6.18%+3,37913F-HRTimeline
LongView Asset Management LLC264,706$10.1M7.61%+46,73613F-HRTimeline
Retirement Solution LLC264,639$10.1M2.57%-23813F-HR/ATimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC222,203$8.46M0.03%+56,42113F-HRTimelineGroup
OLD MISSION CAPITAL LLC207,019$7.88M0.21%new13F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC187,337$7.13M0.01%-13,73213F-HRTimelineGroup
Willow Creek Wealth Management Inc.163,365$6.22M0.56%-18,99513F-HRTimeline
SACHEM HILL LLC148,343$5.65M1.15%+90,07313F-HRTimeline
Wealth Architects, LLC141,811$5.4M0.55%+20,90013F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC126,792$4.83M0.03%+3,37513F-HR/ATimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…122,146$4.65M0.01%new13F-HR/ATimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…96,572$3.71M0.01%-3,16413F-HRTimeline
Balanced Rock Investment Advisors LLC89,766$3.42M2.68%+2,65413F-HRTimeline
Asset Dedication, LLC80,064$3.05M0.22%-12913F-HRTimeline
New Capital Management LP74,936$2.85M0.8%+5,67813F-HRTimeline
Pure Financial Advisors, LLC72,913$2.78M0.05%+28,50813F-HRTimeline
BRIGHTON JONES LLC71,492$2.72M0.07%+7,01013F-HRTimeline
RAM Investment Partners, LLC66,500$2.53M0.53%+9,87713F-HRTimeline
OneDigital Investment Advisors LLC64,715$2.46M0.03%-3,35713F-HRTimeline
Heritage Financial Services, LLC60,784$2.31M0.22%-9713F-HRTimeline
Allodium Investment Consultants, LLC60,540$2.3M1.46%-57913F-HRTimeline
DRIVE WEALTH MANAGEMENT, LLC57,274$2.18M0.48%+1,14713F-HRTimeline
HILL ISLAND FINANCIAL LLC55,089$2.1M0.58%new13F-HRTimeline
Apella Capital, LLC51,928$1.97M0.05%+4,08113F-HRTimeline
Klaas Financial Asset Advisors, LLC49,829$1.9M0.3%+3,85813F-HRTimeline
Triune Financial Partners, LLC47,098$1.79M0.49%new13F-HRTimeline
TCI Wealth Advisors, Inc.46,837$1.78M0.12%new13F-HRTimeline
Perigon Wealth Management, LLC43,944$1.67M0.04%+92613F-HRTimeline
Planning Center, Inc.42,127$1.6M0.18%+1,27313F-HRTimeline
Navigoe, LLC34,734$1.32M1%013F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP33,684$1.28M<0.01%-32,36613F-HR/ATimelineGroup
Cordant, Inc.32,121$1.22M0.59%-98013F-HRTimeline
Longview Financial Advisors LLC31,932$1.22M0.76%+1,80413F-HRTimeline
Truepoint, Inc.31,701$1.21M0.03%-1,43913F-HRTimeline
QUARRY HILL ADVISORS, LLC30,796$1.17M0.68%+2,00913F-HRTimeline
Waypoint Wealth Partners Inc.30,733$1.17M0.28%+7,80313F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC29,778$1.17M<0.01%new13F-HRTimelineGroup
Burton Enright Welch28,683$1.09M0.19%013F-HRTimeline
RW Investment Management LLC27,435$1.04M0.12%+613F-HRTimeline
Cambridge Financial Group, LLC23,530$896K0.34%-9,86413F-HRTimeline
SEVEN MILE ADVISORY21,695$826K0.5%013F-HRTimeline
Momentous Wealth Management, Inc.21,636$823K0.53%+1,58113F-HRTimeline
Addison Advisors LLC21,443$816K0.2%+71313F-HRTimeline
Northland Capital Management LLC21,400$814K0.5%+30713F-HRTimeline
Morling Financial Advisors, LLC19,960$760K0.25%+1513F-HRTimeline
NWAM LLC19,553$744K0.04%-3,51413F-HR/ATimeline
Cardinal Point Capital Management ULC19,500$742K0.06%-3,50513F-HRTimeline
Aspen Capital Management, LLC18,254$695K0.19%new13F-HRTimeline
Henrickson Nauta Wealth Advisors, Inc.17,625$671K0.23%+18813F-HRTimeline
Modera Wealth Management, LLC16,745$637K0.01%-9713F-HRTimeline
EP Wealth Advisors, LLC16,707$636K<0.01%-4,43213F-HRTimeline
Trellis Wealth Advisors LLC16,284$620K0.27%+10613F-HRTimeline
Farther Finance Advisors, LLC16,222$617K0.01%+26513F-HRTimeline
Betterment LLC16,083$612K<0.01%-4,73613F-HRTimeline
Meritas Wealth Management, LLC16,037$610K0.34%+9813F-HRTimeline
Sequoia Financial Advisors, LLC15,102$575K<0.01%+4613F-HRTimeline
Syverson Strege & Co14,790$563K0.13%+613F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC14,563$554K0.02%013F-HRTimeline
BetterWealth, LLC13,808$526K0.13%+16813F-HRTimeline
Rockbridge Investment Management, LCC13,482$513K0.06%-1,03013F-HRTimeline
Premier Financial Group12,943$511K0.14%13F-HRTimeline
Wealthstream Advisors, Inc.12,892$491K0.08%+75713F-HRTimeline
Equita Financial Network, Inc.12,747$485K0.19%+6,17413F-HRTimeline
NewEdge Advisors, LLC12,071$459K<0.01%+313F-HRTimeline
LPL Financial LLC12,032$458K<0.01%+3,73013F-HRTimeline
AdvisorNet Financial, Inc11,592$441K0.03%+1,02213F-HRTimeline
Heck Capital Advisors, LLC11,517$438K0.04%-513F-HRTimeline
North Ridge Wealth Advisors, Inc.11,204$426K0.26%-1,32513F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC10,247$390K<0.01%+44113F-HRTimeline
Freedom Financial Partners LLC10,217$389K0.16%+2,06213F-HRTimeline
Parcion Private Wealth LLC10,097$384K0.03%+1,64913F-HRTimeline
Creative Capital Management Investments…9,657$368K0.13%-26613F-HRTimeline
SCHWARZ DYGOS WHEELER INVESTMENT ADVISO…9,535$363K0.08%013F-HRTimeline
HARBOUR INVESTMENTS, INC.9,453$360K0.01%+48313F-HRTimeline
RHS Financial, LLC9,308$354K0.2%-2,22313F-HRTimeline
EnRich Financial Partners LLC9,285$353K0.11%-96913F-HRTimeline
Babb Wealth Advisors LLC9,272$353K0.26%+1913F-HRTimeline
Wealth Management Strategies, Inc.9,194$350K0.19%+1,75413F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC8,849$337K0.06%+57813F-HRTimeline
Jentner Corp8,551$325K0.09%+27613F-HRTimeline
Flagstone Financial Management8,359$318K0.09%+82613F-HRTimeline
Level Financial Advisors7,996$304K0.09%+61713F-HRTimeline
HighTower Advisors, LLC7,766$296K<0.01%new13F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC7,498$285K<0.01%-6,57813F-HRTimelineGroup
Sellwood Investment Partners LLC7,261$276K0.13%new13F-HRTimeline
Rehmann Capital Advisory Group7,255$276K0.02%013F-HRTimeline
Cassaday & Co Wealth Management LLC7,205$274K0.01%013F-HRTimeline
Chicago Partners Investment Group LLC6,772$266K0.01%013F-HRTimeline
Hill Investment Group Partners, LLC6,966$265K0.03%013F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC6,890$262K0.01%013F-HRTimelineGroup
Wealth Advisors Northwest LLC6,631$252K0.13%+26113F-HRTimeline
GRAND WEALTH MANAGEMENT, LLC6,560$250K0.13%+2913F-HRTimeline
COMPASS CAPITAL CORP /MA/ /ADV6,247$244K0.11%-11013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC6,315$240K<0.01%new13F-HRTimelineGroup
Foundation Wealth Management, LLC\PA6,312$240K0.1%+3713F-HRTimeline
Midwest Trust Co6,253$238K<0.01%13F-HRTimeline
Tanager Wealth Management LLP6,074$231K0.03%new13F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/5,738$218K<0.01%-6213F-HRTimelineGroup
Private Advisor Group, LLC5,445$207K<0.01%new13F-HRTimeline
COBBLESTONE CAPITAL ADVISORS LLC /NY/5,422$206K0.01%new13F-HRTimeline
United Wealth Management, LLC5,411$206K0.06%new13F-HRTimeline
Mills Wealth Advisors LLC5,268$200K0.09%new13F-HRTimeline
BRIDGE GENERATIONS WEALTH MANAGEMENT LLC4,884$186K0.11%-5,74013F-HRTimeline
Physician Wealth Advisors, Inc.4,808$183K0.03%-16313F-HRTimeline
DiNuzzo Private Wealth, Inc.4,629$176K0.02%-9513F-HRTimeline
Vermillion Wealth Management, Inc.4,102$156K0.07%+26213F-HRTimeline
Allworth Financial LP3,900$148K<0.01%+1813F-HRTimeline
Parkworth Wealth Management, Inc.3,405$130K0.09%+13213F-HRTimeline
Orion Capital Management LLC2,315$88.1K0.03%-31613F-HRTimeline
Red Tortoise LLC1,851$70.4K0.03%013F-HRTimeline
Tortoise Investment Management, LLC1,720$65.5K0.01%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,559$59.3K<0.01%013F-HR/ATimelineGroup
Keystone Financial Group, Inc.1,504$58.1K0.04%+1113F-HRTimeline
WealthCollab, LLC1,467$55.8K0.03%013F-HRTimeline
CARDIFF PARK ADVISORS, LLC1,368$52.1K<0.01%+1013F-HRTimeline
RED LIGHTHOUSE INVESTMENT MANAGEMENT, L…1,224$46.6K0.02%+26913F-HRTimeline
CURIO WEALTH, LLC1,180$44.9K0.02%+1,17813F-HRTimeline
CWM, LLCin group CWM, LLC1,137$43K<0.01%013F-HRTimelineGroup
PINNEY & SCOFIELD, INC.1,031$39.2K0.03%013F-HRTimeline
North Capital, Inc.1,000$38.1K0.03%-1,00013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO961$36.6K<0.01%+7513F-HRTimelineGroup
C M BIDWELL & ASSOCIATES LTD800$30.4K0.02%013F-HRTimeline
Blume Capital Management, Inc.800$30.4K0.01%+50013F-HRTimeline
Smartleaf Asset Management LLC777$29.3K<0.01%+60313F-HRTimeline
JFS WEALTH ADVISORS, LLC648$24.7K<0.01%013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC458$17.4K0.01%+313F-HRTimeline
Coston, McIsaac & Partners454$17K<0.01%+113F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA294$11K<0.01%+21913F-HR/ATimelineGroup
IFP Advisors, Inc236$8.99K<0.01%-1213F-HRTimeline
Glass Jacobson Investment Advisors llc145$5.51K<0.01%+113F-HRTimeline
Strategic Investment Solutions, Inc. /IL77$2.92K<0.01%+113F-HRTimeline
Signature Resources Capital Management,…75$2.85K<0.01%new13F-HRTimeline
Aptus Capital Advisors, LLC55$2.09K<0.01%013F-HRTimeline
FMR LLCin group FMR LLC32$1.21K<0.01%new13F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.