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Disclosery

DFSE DIMENSIONAL ETF TRUST

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EMER MARK SU ETF (fund)

147 managers (148 13F filers) reported a position in DFSE shares at 2025-09-30, 8,127,480 shares in all. 13 filers opened a position and 6 filers sold out during the quarter.

Managers
147
13F filers
148
New
13
Added
71
Reduced
39
Sold out
6
Shares held by filers
8,127,480

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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, LLC675,590$27.8M2.52%+48,36513F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding604,700$24.9M+20,154Timeline
Quantum Financial Advisors, LLC562,822$23.1M2.82%-11,10513F-HRTimeline
MASECO LLP558,185$22.9M1.11%+10,01013F-HRTimeline
Five Oceans Advisors417,134$17.1M6.31%+65,24013F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP397,163$16.3M0.22%+1,02413F-HRTimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC340,812$14M0.05%+118,60913F-HRTimelineGroup
Abacus Wealth Partners, LLC340,567$14M2.01%+3,87313F-HRTimeline
Citrine Capital LLC313,373$12.9M5.96%+7,48113F-HRTimeline
LongView Asset Management LLC292,769$12M8.31%+28,06313F-HRTimeline
Retirement Solution LLC262,145$10.8M2.57%-2,49413F-HR/ATimeline
Willow Creek Wealth Management Inc.165,745$6.81M0.56%+2,38013F-HRTimeline
Wealth Architects, LLC146,481$6.02M0.57%+4,67013F-HRTimeline
Greenspring Advisors, LLC133,416$5.48M0.97%13F-HRTimeline
SACHEM HILL LLC127,700$5.25M1.05%-20,64313F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC124,129$5.1M0.03%-2,66313F-HR/ATimelineGroup
Francis Financial, Inc.107,165$4.4M0.78%new13F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…86,863$3.61M0.01%-9,70913F-HRTimeline
Balanced Rock Investment Advisors LLC87,655$3.6M2.63%-2,11113F-HRTimeline
Asset Dedication, LLC83,062$3.41M0.23%+2,99813F-HRTimeline
Pure Financial Advisors, LLC80,816$3.32M0.05%+7,90313F-HRTimeline
TCI Wealth Advisors, Inc.78,860$3.24M0.19%+32,02313F-HRTimeline
Allodium Investment Consultants, LLC76,235$3.13M1.77%+15,69513F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC75,156$3.09M<0.01%-112,18113F-HRTimelineGroup
New Capital Management LP74,880$3.08M0.81%-5613F-HRTimeline
BRIGHTON JONES LLC72,881$2.99M0.07%+1,38913F-HRTimeline
Apella Capital, LLC67,961$2.82M0.06%+16,03313F-HRTimeline
RAM Investment Partners, LLC65,814$2.7M0.51%-68613F-HRTimeline
OneDigital Investment Advisors LLC65,662$2.7M0.03%+94713F-HRTimeline
DRIVE WEALTH MANAGEMENT, LLC59,959$2.46M0.52%+2,68513F-HRTimeline
Heritage Financial Services, LLC58,856$2.42M0.22%-1,92813F-HRTimeline
Navigoe, LLC55,132$2.27M1.45%+20,39813F-HRTimeline
HILL ISLAND FINANCIAL LLC55,089$2.26M0.57%013F-HRTimeline
Klaas Financial Asset Advisors, LLC51,278$2.11M0.32%+1,44913F-HRTimeline
Perigon Wealth Management, LLC50,273$2.07M0.04%+6,32913F-HRTimeline
Triune Financial Partners, LLC46,246$1.9M0.48%-85213F-HRTimeline
Beacon Pointe Advisors, LLC43,984$1.81M0.02%new13F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV43,967$1.81M<0.01%new13F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP42,411$1.74M<0.01%+8,72713F-HRTimelineGroup
Planning Center, Inc.41,181$1.69M0.18%-94613F-HRTimeline
QUARRY HILL ADVISORS, LLC37,558$1.54M0.79%+6,76213F-HRTimeline
Longview Financial Advisors LLC35,093$1.44M0.83%+3,16113F-HRTimeline
Cambridge Financial Group, LLC32,182$1.32M0.43%+8,65213F-HRTimeline
Cordant, Inc.32,010$1.32M0.59%-11113F-HRTimeline
Truepoint, Inc.31,649$1.3M0.03%-5213F-HRTimeline
RW Investment Management LLC30,813$1.27M0.13%+3,37813F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC29,140$1.21M<0.01%-63813F-HRTimelineGroup
Betterment LLC25,497$1.05M<0.01%+9,41413F-HRTimeline
Burton Enright Welch24,899$1.02M0.15%-3,78413F-HRTimeline
Addison Advisors LLC23,974$985K0.23%+2,53113F-HRTimeline
Rockbridge Investment Management, LCC23,833$979K0.1%+10,35113F-HRTimeline
Northland Capital Management LLC22,771$936K0.55%+1,37113F-HRTimeline
Momentous Wealth Management, Inc.21,255$873K0.55%-38113F-HRTimeline
Equita Financial Network, Inc.21,220$872K0.29%+8,47313F-HRTimeline
SEVEN MILE ADVISORY21,191$871K0.14%-50413F-HRTimeline
Morling Financial Advisors, LLC20,010$822K0.27%+5013F-HRTimeline
Cardinal Point Capital Management ULC19,975$819K0.06%+47513F-HRTimeline
NWAM LLC19,069$784K0.04%-48413F-HR/ATimeline
Henrickson Nauta Wealth Advisors, Inc.18,696$768K0.24%+1,07113F-HRTimeline
Aspen Capital Management, LLC18,578$763K0.19%+32413F-HRTimeline
Modera Wealth Management, LLC16,706$686K0.01%-3913F-HRTimeline
MB Generational Wealth, LLC16,574$681K0.43%13F-HRTimeline
Farther Finance Advisors, LLC16,222$667K0.01%013F-HRTimeline
Meritas Wealth Management, LLC15,968$656K0.32%-6913F-HRTimeline
Trellis Wealth Advisors LLC15,668$644K0.26%-61613F-HRTimeline
Sequoia Financial Advisors, LLC14,976$615K<0.01%-12613F-HRTimeline
Wealthstream Advisors, Inc.14,555$598K0.09%+1,66313F-HRTimeline
BetterWealth, LLC14,459$594K0.14%+65113F-HRTimeline
Foster Group, Inc.14,374$591K0.02%new13F-HRTimeline
Syverson Strege & Co14,212$584K0.14%-57813F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC13,830$568K0.02%-73313F-HRTimeline
LPL Financial LLC12,370$508K<0.01%+33813F-HRTimeline
NewEdge Advisors, LLC12,073$496K<0.01%+213F-HRTimeline
Premier Financial Group11,732$481K0.13%-1,21113F-HRTimeline
Heck Capital Advisors, LLC11,499$472K0.04%-1813F-HRTimeline
North Ridge Wealth Advisors, Inc.11,466$471K0.27%+26213F-HRTimeline
Simplicity Wealth,LLC11,460$471K0.03%new13F-HRTimeline
HighTower Advisors, LLC11,362$467K<0.01%+3,59613F-HRTimeline
Flagstone Financial Management11,043$454K0.12%+2,68413F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC10,528$433K<0.01%+28113F-HRTimeline
Freedom Financial Partners LLC10,293$423K0.16%+7613F-HRTimeline
AdvisorNet Financial, Inc10,274$422K0.02%-1,31813F-HRTimeline
Parcion Private Wealth LLC10,237$421K0.03%+14013F-HRTimeline
Caprock Group, LLC10,395$413K0.01%13F-HRTimeline
NewEdge Wealth, LLC9,631$403K0.01%new13F-HRTimeline
Rehmann Capital Advisory Group9,755$401K0.02%+2,50013F-HRTimeline
RHS Financial, LLC9,747$401K0.21%+43913F-HRTimeline
Creative Capital Management Investments…9,657$397K0.13%013F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC9,534$392K0.06%+68513F-HRTimeline
HARBOUR INVESTMENTS, INC.9,336$384K0.01%-11713F-HRTimeline
SCHWARZ DYGOS WHEELER INVESTMENT ADVISO…9,315$383K0.08%-22013F-HRTimeline
Wealth Management Strategies, Inc.9,263$381K0.19%+6913F-HRTimeline
EnRich Financial Partners LLC9,248$380K0.11%-3713F-HRTimeline
Babb Wealth Advisors LLC9,197$378K0.25%-7513F-HRTimeline
Midwest Trust Co8,390$345K<0.01%+2,13713F-HRTimeline
Level Financial Advisors8,231$338K0.1%+23513F-HRTimeline
Sellwood Investment Partners LLC7,684$316K0.13%+42313F-HRTimeline
GRAND WEALTH MANAGEMENT, LLC7,200$296K0.14%+64013F-HRTimeline
Cassaday & Co Wealth Management LLC7,188$295K0.01%-1713F-HRTimeline
CGN Advisors LLC7,127$293K0.02%new13F-HRTimeline
Chicago Partners Investment Group LLC6,772$287K0.01%013F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC6,890$283K0.01%013F-HRTimelineGroup
COMPASS CAPITAL CORP /MA/ /ADV6,450$271K0.12%+20313F-HRTimeline
Hill Investment Group Partners, LLC6,585$271K0.03%-38113F-HRTimeline
My Personal CFO, LLC6,350$261K0.1%new13F-HRTimeline
Foundation Wealth Management, LLC\PA6,350$261K0.1%+3813F-HRTimeline
Tanager Wealth Management LLP6,074$250K0.03%013F-HRTimeline
Wealth Advisors Northwest LLC5,477$225K0.11%-1,15413F-HRTimeline
COBBLESTONE CAPITAL ADVISORS LLC /NY/5,467$225K0.01%+4513F-HRTimeline
Private Advisor Group, LLC5,466$225K<0.01%+2113F-HRTimeline
United Wealth Management, LLC5,411$222K0.06%013F-HRTimeline
Mills Wealth Advisors LLC5,249$216K0.09%-1913F-HRTimeline
McGrath & Associates, Inc.5,097$209K0.31%new13F-HRTimeline
BRIDGE GENERATIONS WEALTH MANAGEMENT LLC4,884$201K0.13%013F-HRTimeline
Physician Wealth Advisors, Inc.4,812$198K0.03%+413F-HRTimeline
DiNuzzo Private Wealth, Inc.4,804$191K0.02%+17513F-HRTimeline
Root Financial Partners, LLC4,285$176K0.01%new13F-HRTimeline
Vermillion Wealth Management, Inc.4,069$167K0.05%-3313F-HRTimeline
Allworth Financial LP3,929$161K<0.01%+2913F-HRTimeline
Washington Trust Advisors, Inc.2,423$99.6K0.01%new13F-HRTimeline
Orion Capital Management LLC2,323$95.5K0.03%+813F-HRTimeline
Red Tortoise LLC1,851$76.1K0.03%013F-HRTimeline
Tortoise Investment Management, LLC1,720$70.7K0.01%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,702$69.9K<0.01%+14313F-HRTimelineGroup
Keystone Financial Group, Inc.1,515$62.3K0.04%+1113F-HRTimeline
WealthCollab, LLC1,467$60.3K0.03%013F-HRTimeline
CARDIFF PARK ADVISORS, LLC1,379$56.6K<0.01%+1113F-HRTimeline
Signature Resources Capital Management,…1,370$56.3K0.03%+1,29513F-HRTimeline
RED LIGHTHOUSE INVESTMENT MANAGEMENT, L…1,224$50.3K0.02%013F-HRTimeline
CURIO WEALTH, LLC1,180$48.5K0.02%013F-HRTimeline
CWM, LLCin group CWM, LLC1,137$47K<0.01%013F-HRTimelineGroup
PINNEY & SCOFIELD, INC.1,031$42.4K0.03%013F-HRTimeline
North Capital, Inc.1,001$41.1K0.03%+113F-HRTimeline
C M BIDWELL & ASSOCIATES LTD800$32.9K0.02%013F-HRTimeline
Blume Capital Management, Inc.800$32.9K0.01%013F-HRTimeline
Smartleaf Asset Management LLC777$31.8K<0.01%013F-HRTimeline
JFS WEALTH ADVISORS, LLC475$19.5K<0.01%-17313F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC462$19K0.01%+413F-HR/ATimeline
Coston, McIsaac & Partners454$18K<0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO425$17.5K<0.01%-53613F-HR/ATimelineGroup
Glass Jacobson Investment Advisors llc363$14.9K0.01%+21813F-HRTimeline
IFP Advisors, Inc318$13.1K<0.01%+8213F-HR/ATimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA294$12K<0.01%013F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/80$3.29K<0.01%new13F-HRTimelineGroup
Strategic Investment Solutions, Inc. /IL77$3.18K<0.01%013F-HRTimeline
Aptus Capital Advisors, LLC55$2.26K<0.01%013F-HRTimeline
AlphaCore Capital LLC47$1.93K<0.01%new13F-HRTimeline