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DFSE · Dimensional Emerging Markets Sustainability Core 1 ETF ETF

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$50.04 +0.61 (+1.23%) At close · Sep 4

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →
Holders: 2
Total Value: $3,081,150
Total Shares: 63,035

Institutional Ownership Trend

5 quarters

Holder Concentration

Across 2 13F filers · Δ vs Mar 31, 2026
Top Holder
84.9%
Dec 2022 → Jun 2026 · range 19.9% – 100.0%
−15.1 pts
Top 5
100.0%
Dec 2022 → Jun 2026 · range 79.6% – 100.0%
0.0 pts
Top 10
100.0%
Dec 2022 → Jun 2026 · range 95.8% – 100.0%
0.0 pts
HHI
7,440
Dec 2022 → Jun 2026 · range 1,428 – 10,000
Highly concentrated−2,560

Quarterly Activity

vs Mar 31, 2026
New
1
Increased
1
Decreased
0
Sold Out
0
Unchanged
0
Holder count: +1
Institutional value: +668.6%
Shares held: +566.2%

Top Buyers

vs Mar 31, 2026
Institution Added Now Holds Open
MLG Wealth Management DBA Pine Grove Financial Group +38 9,500

Top Sellers

vs Mar 31, 2026
No qualifying movers this quarter.

Top New Positions

vs Mar 31, 2026
Institution Acquired Value (USD) Open
Corient Private Wealth LLC 53,535 $2,616,790

Top Sold-Out Positions

vs Mar 31, 2026
No fully closed positions this quarter.
Filter: New 1 Increased 1 Reduced 0 Sold out 0 Unchanged 0
Showing 2 of 2
All Common Calls Puts
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Holder Value (USD) % of 13F Shares Open
Corient Private Wealth LLC DFSE $2,616,790 84.93% 53,535
MLG Wealth Management DBA Pine Grove Financial Group DFSE $464,360 15.07% 9,500