DFSE · Dimensional Emerging Markets Sustainability Core 1 ETF ETF
$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.
Holders: 2
Total Value: $3,081,150
Total Shares: 63,035
Institutional Ownership Trend
15 quarters
Holder Concentration
Across 2 13F filers · Δ vs Mar 31, 2026Top Holder
84.9%
+76.4 pts
Top 5
100.0%
+66.5 pts
Top 10
100.0%
+46.5 pts
HHI
7,440
Highly concentrated+7,086
Quarterly Activity
vs Mar 31, 2026
New
0
Increased
1
Decreased
1
Sold Out
172
Unchanged
0
Holder count:
-172
Institutional value:
-99.2%
Shares held:
-99.3%
Top Buyers
vs Mar 31, 2026| Institution | Added | Now Holds | Open |
|---|---|---|---|
| Small MLG Wealth Management DBA Pine Grove Financial Group | +38 | 9,500 |
Top Sellers
vs Mar 31, 2026| Institution | Sold | Now Holds | Open |
|---|---|---|---|
| Large Corient Private Wealth LLC | −857 | 53,535 |
Top New Positions
vs Mar 31, 2026No new positions this quarter.
Top Sold-Out Positions
vs Mar 31, 2026| Institution | Previously Held | Last Value (USD) | Open |
|---|---|---|---|
| Micro AWM CAPITAL, LLC | 760,676 | $32,229,842 | |
| Micro MASECO LLP | 588,403 | $24,930,635 | |
| Large Pathstone Holdings, LLC | 570,391 | $24,167,466 | |
| Small Quantum Financial Advisors, LLC | 546,242 | $23,144,273 | |
| Large Focus Partners Wealth | 536,976 | $22,751,673 |
| Holder | Value (USD) | % of 13F | Shares | Type | Filed | Open |
|---|---|---|---|---|---|---|
| Large Corient Private Wealth LLC DFSE | $2,616,790 | 84.93% | 53,535 | Shares | 2026-08-27 | |
| Small MLG Wealth Management DBA Pine Grove Financial Group DFSE | $464,360 | 15.07% | 9,500 | Shares | 2026-09-02 |