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Disclosery

DFSE DIMENSIONAL ETF TRUST

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EMER MARK SU ETF (fund)

174 managers (175 13F filers) reported a position in DFSE shares at 2026-03-31, 9,034,484 shares in all. 18 filers opened a position and 6 filers sold out during the quarter.

Managers
174
13F filers
175
New
18
Added
83
Reduced
49
Sold out
6
Shares held by filers
9,034,484

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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, LLC760,676$32.2M2.92%+43,83513F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding592,116$26.1M+4,305Timeline
MASECO LLP588,403$24.9M0.78%+14,76413F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC570,391$24.2M0.1%+54,98213F-HRTimelineGroup
Quantum Financial Advisors, LLC546,242$23.1M2.6%-11,07713F-HRTimeline
Five Oceans Advisors438,287$18.6M6.72%+4,76213F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP374,559$15.9M0.22%-20,73013F-HRTimelineGroup
Abacus Wealth Partners, LLC340,438$14.4M1.32%-1,03313F-HRTimeline
Citrine Capital LLC328,652$13.9M6.04%+10,25113F-HRTimeline
EP Wealth Advisors, LLC307,238$13M0.06%+296,38213F-HRTimeline
Retirement Solution LLC260,449$11M2.61%-2,98313F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC214,628$9.09M0.04%+77,27613F-HRTimelineGroup
Wealth Architects, LLC156,151$6.62M0.59%-1,62413F-HRTimeline
Greenspring Advisors, LLC150,393$6.37M0.39%+60313F-HRTimeline
SACHEM HILL LLC136,088$5.77M1.12%+8,40613F-HRTimeline
Elser Financial Planning, Inc126,714$5.32M0.26%new13F-HRTimeline
Pure Financial Advisors, LLC107,826$4.57M0.07%-1,23013F-HRTimeline
Apella Capital, LLC95,547$4.54M0.07%+17,52813F-HRTimeline
Francis Financial, Inc.104,993$4.45M0.83%-2,31513F-HRTimeline
Balanced Rock Investment Advisors LLC88,905$3.77M2.64%-70413F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC86,476$3.66M<0.01%+63,22813F-HRTimelineGroup
TCI Wealth Advisors, Inc.85,003$3.6M0.19%-4213F-HRTimeline
BRIGHTON JONES LLC82,127$3.48M0.08%new13F-HR/ATimeline
Allodium Investment Consultants, LLC77,439$3.28M1.57%+1,44313F-HRTimeline
DRIVE WEALTH MANAGEMENT, LLC74,388$3.15M0.67%+8,32413F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…73,007$3.09M0.01%-11,61113F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV72,002$3.05M<0.01%+19,39913F-HRTimeline
RAM Investment Partners, LLC71,045$3.01M0.53%+3,20113F-HRTimeline
New Capital Management LP68,277$2.89M0.71%-6,03513F-HRTimeline
Asset Dedication, LLC65,540$2.78M0.19%-19,83913F-HRTimeline
OneDigital Investment Advisors LLC64,673$2.74M0.03%+1,19213F-HRTimeline
Perigon Wealth Management, LLC59,535$2.52M0.05%+6,75413F-HRTimeline
QUARRY HILL ADVISORS, LLC50,033$2.38M0.98%+1,81813F-HRTimeline
HILL ISLAND FINANCIAL LLC55,204$2.34M0.57%-32013F-HRTimeline
Navigoe, LLC55,132$2.33M1.38%013F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC50,000$2.12M<0.01%new13F-HRTimelineGroup
Beacon Pointe Advisors, LLC49,789$2.11M0.01%+3,99113F-HRTimeline
Klaas Financial Asset Advisors, LLC48,078$2.04M0.28%-52313F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP54,392$1.94M<0.01%+10,00813F-HRTimelineGroup
Triune Financial Partners, LLC45,307$1.92M0.46%+15613F-HRTimeline
Equita Financial Network, Inc.44,327$1.88M0.59%+15,85113F-HRTimeline
Longview Financial Advisors LLC37,483$1.59M0.86%+1,49213F-HRTimeline
Planning Center, Inc.36,373$1.54M0.16%-1,25413F-HRTimeline
Cordant, Inc.34,964$1.48M0.6%+3,30413F-HRTimeline
Simplicity Wealth,LLC34,674$1.47M0.08%-1,62413F-HRTimeline
RW Investment Management LLC32,961$1.4M0.14%13F-HRTimeline
FLOW TRADERS U.S. LLC32,599$1.38M0.04%new13F-HRTimeline
Truepoint, Inc.31,971$1.35M0.03%+28213F-HRTimeline
OLD MISSION CAPITAL LLC31,856$1.35M0.03%new13F-HRTimeline
Betterment LLC30,902$1.31M<0.01%+1,02713F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC28,041$1.19M<0.01%-54313F-HRTimelineGroup
Addison Advisors LLC27,329$1.16M0.26%+3,59513F-HRTimeline
Burton Enright Welch26,810$1.14M0.15%013F-HRTimeline
Cambridge Financial Group, LLC25,710$1.09M0.37%-8,12013F-HRTimeline
Rockbridge Investment Management, LCC24,134$1.02M0.09%+13613F-HRTimeline
Broadhurst Jeffrey B22,999$974K1%+1,05713F-HRTimeline
HighTower Advisors, LLC22,143$938K<0.01%+10,10813F-HRTimeline
SeedSafe Financial LLC20,711$878K0.72%013F-HRTimeline
SEVEN MILE ADVISORY20,479$868K0.63%-2,04813F-HRTimeline
Henrickson Nauta Wealth Advisors, Inc.20,278$859K0.24%-17,82813F-HRTimeline
Meritas Wealth Management, LLC20,228$857K0.39%+4,19813F-HRTimeline
Momentous Wealth Management, Inc.20,206$856K0.49%-85113F-HRTimeline
HARBOUR INVESTMENTS, INC.20,113$852K0.01%+11,86413F-HRTimeline
Aspen Capital Management, LLC20,087$851K0.21%+1,18613F-HRTimeline
Cardinal Point Capital Management ULC19,976$846K0.05%-19013F-HRTimeline
MB Generational Wealth, LLC19,744$837K0.46%+1,34713F-HRTimeline
Morling Financial Advisors, LLC18,482$783K0.24%-1,69413F-HRTimeline
NWAM LLC17,966$761K0.04%-14113F-HRTimeline
Northland Capital Management LLC17,359$735K0.4%-5,33213F-HRTimeline
Wheels Up Wealth, Inc.16,773$711K0.67%-1,57013F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC16,644$705K<0.01%new13F-HRTimelineGroup
Modera Wealth Management, LLC16,424$696K0.01%-48213F-HRTimeline
Sequoia Financial Advisors, LLC16,094$682K<0.01%+413F-HRTimeline
Mariner, LLCin group Mariner, LLC15,973$677K<0.01%+5,33113F-HRTimelineGroup
EXENCIAL WEALTH ADVISORS, LLC15,526$658K0.02%+1,69613F-HRTimeline
NewEdge Wealth, LLC15,513$657K0.01%+64413F-HRTimeline
Creative Capital Management Investments…15,143$642K0.18%+7,04513F-HRTimeline
Farther Finance Advisors, LLC14,288$610K0.01%+1,28513F-HRTimeline
Foster Group, Inc.14,364$609K0.02%-82313F-HRTimeline
Syverson Strege & Co13,384$567K0.14%-32213F-HRTimeline
North Ridge Wealth Advisors, Inc.13,057$553K0.31%-12913F-HRTimeline
Root Financial Partners, LLC12,951$549K0.03%+5,97813F-HRTimeline
Sensenig Capital Advisors, Inc12,880$546K0.56%-1,34013F-HRTimeline
Trellis Wealth Advisors LLC12,871$545K0.21%-2,83813F-HRTimeline
LPL Financial LLC12,854$545K<0.01%+77413F-HRTimeline
BetterWealth, LLC12,357$524K0.1%-17113F-HRTimeline
NewEdge Advisors, LLC11,755$498K<0.01%013F-HR/ATimeline
COMMONWEALTH EQUITY SERVICES, LLC11,715$496K<0.01%+11213F-HRTimeline
Flagstone Financial Management11,712$496K0.12%-89913F-HRTimeline
Babb Wealth Advisors LLC11,104$470K0.26%+10013F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC11,074$469K0.06%+56013F-HRTimeline
Freedom Financial Partners LLC10,872$461K0.16%+50713F-HRTimeline
Heck Capital Advisors, LLC10,590$449K0.03%-40613F-HRTimeline
Parcion Private Wealth LLC10,571$448K0.03%+33813F-HRTimeline
Rehmann Capital Advisory Group9,855$418K0.02%013F-HRTimeline
Hill Investment Group Partners, LLC9,542$404K0.04%+1,12513F-HRTimeline
Caprock Group, LLC9,531$404K0.01%-84113F-HRTimeline
MLG Wealth Management DBA Pine Grove Fi…9,462$401K0.05%+2813F-HRTimeline
RHS Financial, LLC9,282$393K0.19%-83013F-HRTimeline
Chicago Partners Investment Group LLC8,076$382K0.01%+8313F-HRTimeline
Wealth Management Strategies, Inc.8,932$378K0.17%+1113F-HRTimeline
AdvisorNet Financial, Inc8,911$378K0.02%-1,36213F-HRTimeline
GRAND WEALTH MANAGEMENT, LLC8,850$375K0.18%+1,73413F-HRTimeline
SCHWARZ DYGOS WHEELER INVESTMENT ADVISO…8,737$370K0.08%+20413F-HRTimeline
Level Financial Advisors8,621$365K0.09%-41513F-HRTimeline
Midwest Trust Co8,557$363K<0.01%+17813F-HRTimeline
CGN Advisors LLC8,313$352K0.03%+59613F-HRTimeline
Mills Wealth Advisors LLC8,046$341K0.12%+2,62513F-HRTimeline
Three Arch Wealth Management LLC7,997$339K0.06%+1,83913F-HRTimeline
EnRich Financial Partners LLC7,924$336K0.09%-79213F-HRTimeline
PROFESSIONAL FINANCIAL SOLUTIONS LLC …7,699$326K0.29%+42613F-HRTimeline
Sellwood Investment Partners LLC7,684$326K0.13%013F-HRTimeline
Modern Wealth Management, LLC7,582$324K0.01%new13F-HRTimeline
COMPASS CAPITAL CORP /MA/ /ADV6,527$321K0.12%+4013F-HRTimeline
Bridgewater Advisors Inc.6,517$321K0.02%+4313F-HRTimeline
CAPTRUST FINANCIAL ADVISORS7,010$297K<0.01%+1713F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC6,890$292K<0.01%013F-HRTimelineGroup
Vise Technologies, Inc.6,973$289K0.01%013F-HRTimeline
Wealth Advisors Northwest LLC6,635$281K0.12%+39013F-HRTimeline
Foundation Wealth Management, LLC\PA6,401$271K0.1%+813F-HRTimeline
MISSION WEALTH MANAGEMENT, LP6,147$260K0.01%+1,05013F-HRTimeline
Tanager Wealth Management LLP5,926$251K0.02%-10613F-HRTimeline
McGrath & Associates, Inc.6,487$249K0.37%+1,38213F-HRTimeline
Petersen Hastings Wealth Advisors Inc.5,811$246K0.02%-26613F-HRTimeline
Donalies Financial Planning, LLC5,589$237K0.2%013F-HRTimeline
Private Advisor Group, LLC5,544$235K<0.01%+1913F-HRTimeline
Quantinno Capital Management LP5,539$235K<0.01%new13F-HRTimeline
XY Planning Network, Inc.5,432$232K0.04%+1113F-HRTimeline
Joel Adams & Associates, Inc.5,431$230K0.17%new13F-HRTimeline
von Borstel & Associates, Inc.5,405$229K0.05%new13F-HRTimeline
United Wealth Management, LLC5,382$228K0.06%-2913F-HRTimeline
Financial Plan, Inc.5,341$226K0.02%new13F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC5,330$226K<0.01%new13F-HRTimelineGroup
Monument Group Wealth Advisors, LLC5,250$222K0.12%new13F-HRTimeline
BRIDGE GENERATIONS WEALTH MANAGEMENT LLC5,199$220K0.13%+31513F-HRTimeline
Sensible Money, LLC5,054$214K0.07%new13F-HRTimeline
DiNuzzo Private Wealth, Inc.5,001$212K0.02%+60913F-HRTimeline
WPWealth LLP4,860$206K0.03%+1713F-HRTimeline
Cassaday & Co Wealth Management LLC4,814$204K<0.01%-2,41813F-HRTimeline
Physician Wealth Advisors, Inc.4,228$179K0.02%-58613F-HRTimeline
Vermillion Wealth Management, Inc.4,103$174K0.07%+513F-HRTimeline
Allworth Financial LP3,962$168K<0.01%+513F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA2,555$108K<0.01%+1,99213F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.2,531$107K<0.01%+39313F-HRTimelineGroup
Washington Trust Advisors, Inc.2,443$104K0.01%+313F-HRTimeline
CARDIFF PARK ADVISORS, LLC2,253$95.5K0.01%+313F-HRTimeline
PINNEY & SCOFIELD, INC.2,181$92.4K0.05%+113F-HRTimeline
Orion Capital Management LLC1,895$80.3K0.03%-43713F-HRTimeline
American Capital Advisory, LLC1,867$79.1K0.03%new13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,807$74.1K<0.01%-1813F-HR/ATimelineGroup
Red Tortoise LLC1,663$70.5K0.03%-18813F-HRTimeline
Keystone Financial Group, Inc.1,647$69.8K0.04%+213F-HRTimeline
WealthCollab, LLC1,467$62.2K0.03%013F-HRTimeline
Larson Financial Group LLC1,424$60.3K<0.01%+113F-HRTimeline
Signature Resources Capital Management,…1,403$59.4K0.03%+1713F-HRTimeline
CURIO WEALTH, LLC1,180$50K0.02%013F-HRTimeline
CWM, LLCin group CWM, LLC1,137$48.2K<0.01%013F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\824$34.9K<0.01%013F-HRTimelineGroup
C M BIDWELL & ASSOCIATES LTD800$33.9K0.02%013F-HRTimeline
Blume Capital Management, Inc.800$33.9K0.01%013F-HRTimeline
Smartleaf Asset Management LLC777$31.9K<0.01%013F-HRTimeline
Burk Holdings LLC619$26.2K0.01%new13F-HRTimeline
JFS WEALTH ADVISORS, LLC475$20.1K<0.01%013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC466$19.7K0.01%+113F-HRTimeline
Coston, McIsaac & Partners454$19K<0.01%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/420$17.8K<0.01%013F-HRTimelineGroup
Glass Jacobson Investment Advisors llc365$15.5K0.01%013F-HRTimeline
JNBA Financial Advisors339$14.4K<0.01%013F-HRTimeline
FMR LLCin group FMR LLC281$11.9K<0.01%new13F-HRTimelineGroup
IFP Advisors, Inc279$11.8K<0.01%-6713F-HRTimeline
Strategic Investment Solutions, Inc. /IL78$3.31K<0.01%013F-HRTimeline
Aptus Capital Advisors, LLC55$2.33K<0.01%013F-HRTimeline
AlphaCore Capital LLC47$1.99K<0.01%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY26$1.1K<0.01%new13F-HRTimelineGroup