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Disclosery

DFSE DIMENSIONAL ETF TRUST

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EMER MARK SU ETF (fund)

164 managers (165 13F filers) reported a position in DFSE shares at 2025-12-31, 8,517,861 shares in all. 14 filers opened a position and 4 filers sold out during the quarter.

Managers
164
13F filers
165
New
14
Added
85
Reduced
38
Sold out
4
Shares held by filers
8,517,861

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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, LLC716,841$29.7M2.7%+41,25113F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding587,811$24.4M-16,889Timeline
MASECO LLP573,639$23.8M1.04%+15,45413F-HRTimeline
Quantum Financial Advisors, LLC557,319$23.1M2.6%-5,50313F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC515,409$21.4M0.08%+174,59713F-HRTimelineGroup
Five Oceans Advisors433,525$18M6.35%+16,39113F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP395,289$16.4M0.21%-1,87413F-HRTimelineGroup
Abacus Wealth Partners, LLC341,471$14.2M1.39%+90413F-HRTimeline
Citrine Capital LLC318,401$13.2M6.13%+5,02813F-HRTimeline
LongView Asset Management LLC293,983$12.2M8.5%+1,21413F-HRTimeline
Retirement Solution LLC263,432$10.9M2.42%+1,28713F-HRTimeline
Wealth Architects, LLC157,775$6.54M0.59%+11,29413F-HRTimeline
Greenspring Advisors, LLC149,790$6.21M0.38%+16,37413F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC137,352$5.7M0.03%+13,22313F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…128,736$5.34M0.01%new13F-HRTimelineGroup
SACHEM HILL LLC127,682$5.3M1.03%-1813F-HRTimeline
Pure Financial Advisors, LLC109,056$4.52M0.07%+28,24013F-HRTimeline
Francis Financial, Inc.107,308$4.45M0.87%+14313F-HRTimeline
Balanced Rock Investment Advisors LLC89,609$3.72M2.64%+1,95413F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…84,618$3.64M<0.01%-2,24513F-HRTimeline
Asset Dedication, LLC85,379$3.54M0.23%+2,31713F-HRTimeline
TCI Wealth Advisors, Inc.85,045$3.53M0.19%+6,18513F-HRTimeline
Apella Capital, LLC78,019$3.24M0.06%+10,05813F-HRTimeline
Allodium Investment Consultants, LLC75,996$3.15M1.6%-23913F-HRTimeline
New Capital Management LP74,312$3.08M0.77%-56813F-HRTimeline
RAM Investment Partners, LLC67,844$2.81M0.51%+2,03013F-HRTimeline
DRIVE WEALTH MANAGEMENT, LLC66,064$2.74M0.53%+6,10513F-HRTimeline
OneDigital Investment Advisors LLC63,481$2.63M0.03%-2,18113F-HRTimeline
Heritage Financial Services, LLC59,733$2.48M0.21%+87713F-HRTimeline
HILL ISLAND FINANCIAL LLC55,524$2.3M0.55%+43513F-HRTimeline
Navigoe, LLC55,132$2.29M1.41%013F-HRTimeline
Perigon Wealth Management, LLC52,781$2.19M0.04%+2,50813F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV52,603$2.18M<0.01%+8,63613F-HRTimeline
Klaas Financial Asset Advisors, LLC48,601$2.02M0.29%-2,67713F-HRTimeline
Triune Financial Partners, LLC45,151$2M0.47%-1,09513F-HRTimeline
QUARRY HILL ADVISORS, LLC48,215$2M0.93%+10,65713F-HRTimeline
Beacon Pointe Advisors, LLC45,798$1.9M0.01%+1,81413F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP44,384$1.84M<0.01%+1,97313F-HR/ATimelineGroup
Henrickson Nauta Wealth Advisors, Inc.38,106$1.64M0.24%+19,41013F-HRTimeline
Planning Center, Inc.37,627$1.56M0.16%-3,55413F-HRTimeline
Simplicity Wealth,LLC36,298$1.51M0.09%+24,83813F-HRTimeline
Longview Financial Advisors LLC35,991$1.49M0.82%+89813F-HRTimeline
Truepoint, Inc.31,689$1.31M0.03%+4013F-HRTimeline
Cordant, Inc.31,660$1.31M0.55%-35013F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC28,584$1.24M<0.01%-55613F-HRTimelineGroup
Betterment LLC29,875$1.24M<0.01%+4,37813F-HRTimeline
Cambridge Financial Group, LLC33,830$1.19M0.41%+1,64813F-HRTimeline
Equita Financial Network, Inc.28,476$1.18M0.36%+7,25613F-HRTimeline
Burton Enright Welch26,810$1.11M0.16%+1,91113F-HRTimeline
Rockbridge Investment Management, LCC23,998$995K0.09%+16513F-HRTimeline
Addison Advisors LLC23,734$984K0.22%-24013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC23,248$964K<0.01%-51,90813F-HRTimelineGroup
Northland Capital Management LLC22,691$941K0.53%-8013F-HRTimeline
SEVEN MILE ADVISORY22,527$934K0.16%+1,33613F-HRTimeline
Broadhurst Jeffrey B21,942$910K0.95%13F-HRTimeline
Momentous Wealth Management, Inc.21,057$873K0.5%-19813F-HRTimeline
SeedSafe Financial LLC20,711$859K0.76%13F-HRTimeline
Morling Financial Advisors, LLC20,176$837K0.26%+16613F-HRTimeline
Cardinal Point Capital Management ULC20,166$836K0.05%+19113F-HRTimeline
Aspen Capital Management, LLC18,901$784K0.19%+32313F-HRTimeline
MB Generational Wealth, LLC18,397$763K0.4%+1,82313F-HRTimeline
Wheels Up Wealth, Inc.18,343$761K0.71%13F-HRTimeline
NWAM LLC18,107$751K0.04%-96213F-HRTimeline
Modera Wealth Management, LLC16,906$701K0.01%+20013F-HRTimeline
Sequoia Financial Advisors, LLC16,090$667K<0.01%+1,11413F-HRTimeline
Meritas Wealth Management, LLC16,030$665K0.32%+6213F-HRTimeline
Trellis Wealth Advisors LLC15,709$652K0.25%+4113F-HRTimeline
Foster Group, Inc.15,187$630K0.02%+81313F-HRTimeline
NewEdge Wealth, LLC14,869$617K0.01%+5,23813F-HRTimeline
Sensenig Capital Advisors, Inc14,220$590K0.6%13F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC13,830$574K0.02%013F-HRTimeline
Syverson Strege & Co13,706$569K0.13%-50613F-HRTimeline
North Ridge Wealth Advisors, Inc.13,186$547K0.31%+1,72013F-HRTimeline
Farther Finance Advisors, LLC13,003$539K0.01%-3,21913F-HRTimeline
Flagstone Financial Management12,611$523K0.13%+1,56813F-HRTimeline
BetterWealth, LLC12,528$520K0.12%-1,93113F-HRTimeline
LPL Financial LLC12,080$501K<0.01%-29013F-HRTimeline
HighTower Advisors, LLC12,035$499K<0.01%+67313F-HRTimeline
SB Capital Management Inc11,939$495K0.18%13F-HRTimeline
NewEdge Advisors, LLC11,755$488K<0.01%-31813F-HRTimeline
Premier Financial Group11,575$483K0.13%-15713F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC11,603$481K<0.01%+1,07513F-HRTimeline
Babb Wealth Advisors LLC11,004$456K0.26%+1,80713F-HRTimeline
Heck Capital Advisors, LLC10,996$456K0.03%-50313F-HRTimeline
EP Wealth Advisors, LLC10,856$450K<0.01%13F-HRTimeline
Mariner, LLCin group Mariner, LLC10,642$441K<0.01%new13F-HRTimelineGroup
FIDUCIARY FINANCIAL GROUP, LLC10,514$436K0.06%+98013F-HRTimeline
Caprock Group, LLC10,372$430K0.01%-2313F-HRTimeline
Freedom Financial Partners LLC10,365$430K0.16%+7213F-HRTimeline
AdvisorNet Financial, Inc10,273$426K0.02%-113F-HRTimeline
Parcion Private Wealth LLC10,233$424K0.03%-413F-HRTimeline
RHS Financial, LLC10,112$419K0.2%+36513F-HRTimeline
Rehmann Capital Advisory Group9,855$409K0.02%+10013F-HRTimeline
MLG Wealth Management DBA Pine Grove Fi…9,434$391K0.05%13F-HRTimeline
Level Financial Advisors9,036$375K0.1%+80513F-HRTimeline
Wealth Management Strategies, Inc.8,921$370K0.17%-34213F-HRTimeline
EnRich Financial Partners LLC8,716$362K0.1%-53213F-HRTimeline
SCHWARZ DYGOS WHEELER INVESTMENT ADVISO…8,533$354K0.07%-78213F-HRTimeline
Chicago Partners Investment Group LLC7,993$353K0.01%+1,22113F-HRTimeline
Hill Investment Group Partners, LLC8,417$349K0.04%+1,83213F-HRTimeline
Midwest Trust Co8,379$348K<0.01%-1113F-HRTimeline
HARBOUR INVESTMENTS, INC.8,249$342K0.01%-1,08713F-HRTimeline
Creative Capital Management Investments…8,098$336K0.1%-1,55913F-HRTimeline
CGN Advisors LLC7,717$320K0.03%+59013F-HRTimeline
Sellwood Investment Partners LLC7,684$319K0.12%013F-HRTimeline
PROFESSIONAL FINANCIAL SOLUTIONS LLC …7,273$302K0.28%13F-HRTimeline
Cassaday & Co Wealth Management LLC7,232$300K0.01%+4413F-HRTimeline
GRAND WEALTH MANAGEMENT, LLC7,116$295K0.13%-8413F-HRTimeline
COMPASS CAPITAL CORP /MA/ /ADV6,487$295K0.11%+3713F-HRTimeline
CAPTRUST FINANCIAL ADVISORS6,993$290K<0.01%new13F-HRTimeline
Vise Technologies, Inc.6,973$289K0.01%new13F-HRTimeline
Root Financial Partners, LLC6,973$289K0.01%+2,68813F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC6,890$286K<0.01%013F-HRTimelineGroup
Bridgewater Advisors Inc.6,474$282K0.02%new13F-HRTimeline
Foundation Wealth Management, LLC\PA6,393$265K0.1%+4313F-HRTimeline
Wealth Advisors Northwest LLC6,245$259K0.11%+76813F-HRTimeline
Three Arch Wealth Management LLC6,158$255K0.05%13F-HRTimeline
Petersen Hastings Wealth Advisors Inc.6,077$252K0.02%13F-HRTimeline
Tanager Wealth Management LLP6,032$250K0.02%-4213F-HRTimeline
Donalies Financial Planning, LLC5,589$232K0.2%13F-HRTimeline
Private Advisor Group, LLC5,525$229K<0.01%+5913F-HRTimeline
Mills Wealth Advisors LLC5,421$225K0.09%+17213F-HRTimeline
XY Planning Network, Inc.5,421$225K0.04%new13F-HRTimeline
United Wealth Management, LLC5,411$224K0.06%013F-HRTimeline
Creative Planningin group Creative Planning5,151$214K<0.01%new13F-HRTimelineGroup
McGrath & Associates, Inc.5,105$212K0.3%+813F-HRTimeline
MISSION WEALTH MANAGEMENT, LP5,097$211K<0.01%new13F-HRTimeline
BRIDGE GENERATIONS WEALTH MANAGEMENT LLC4,884$203K0.13%013F-HRTimeline
WPWealth LLP4,843$201K0.03%new13F-HRTimeline
Physician Wealth Advisors, Inc.4,814$200K0.03%+213F-HRTimeline
DiNuzzo Private Wealth, Inc.4,392$182K0.02%-41213F-HRTimeline
Vermillion Wealth Management, Inc.4,098$170K0.07%+2913F-HRTimeline
Allworth Financial LP3,957$164K<0.01%+2813F-HRTimeline
Washington Trust Advisors, Inc.2,440$101K0.01%+1713F-HRTimeline
Orion Capital Management LLC2,332$96.7K0.03%+913F-HRTimeline
CARDIFF PARK ADVISORS, LLC2,250$93.3K0.01%+87113F-HRTimeline
PINNEY & SCOFIELD, INC.2,180$90.4K0.05%+1,14913F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.2,138$88.7K<0.01%+43613F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC1,862$77.2K<0.01%new13F-HRTimelineGroup
Red Tortoise LLC1,851$76.8K0.03%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,825$75.7K<0.01%+1,40013F-HRTimelineGroup
Keystone Financial Group, Inc.1,645$68.2K0.04%+13013F-HRTimeline
WealthCollab, LLC1,467$60.9K0.02%013F-HRTimeline
Larson Financial Group LLC1,423$59K<0.01%new13F-HRTimeline
Signature Resources Capital Management,…1,386$57.5K0.03%+1613F-HRTimeline
RED LIGHTHOUSE INVESTMENT MANAGEMENT, L…1,345$55.8K0.02%+12113F-HRTimeline
CURIO WEALTH, LLC1,180$48.9K0.02%013F-HRTimeline
CWM, LLCin group CWM, LLC1,137$47K<0.01%013F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\824$34.2K<0.01%new13F-HRTimelineGroup
C M BIDWELL & ASSOCIATES LTD800$33.2K0.02%013F-HRTimeline
Blume Capital Management, Inc.800$33.2K0.01%013F-HRTimeline
Smartleaf Asset Management LLC777$32.3K<0.01%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA563$23K<0.01%+26913F-HRTimelineGroup
JFS WEALTH ADVISORS, LLC475$19.7K<0.01%013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC465$19.3K0.01%+313F-HRTimeline
Coston, McIsaac & Partners454$18K<0.01%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/420$17.4K<0.01%+34013F-HRTimelineGroup
Glass Jacobson Investment Advisors llc365$15.1K0.01%+213F-HRTimeline
IFP Advisors, Inc346$14.4K<0.01%+2813F-HRTimeline
JNBA Financial Advisors339$14.1K<0.01%new13F-HRTimeline
UBS Group AGin group UBS Group AG255$10.6K<0.01%new13F-HRTimelineGroup
Strategic Investment Solutions, Inc. /IL78$3.23K<0.01%+113F-HRTimeline
Aptus Capital Advisors, LLC55$2.28K<0.01%013F-HRTimeline
AlphaCore Capital LLC47$1.95K<0.01%013F-HRTimeline