DFSE institutional holders

Dimensional Emerging Markets Sustainability Core 1 ETF · 194 reporting institutions · $479.6M reported value

Funds that can replace DFSE · DFSE return decomposition

Institutional holdings

Institutions reporting DFSE, largest first
InstitutionReported positionAdvisors at firmReport period
Awm Capital, LLC$40.2M292026-06-30
Pathstone Holdings, LLC$32.9M02026-06-30
Maseco LLP$29M82026-06-30
Focus Partners Wealth$27.8M1,0482026-06-30
Quantum Financial Advisors, LLC$25.8M02026-06-30
Five Oceans Advisors$21.6M32026-06-30
Forum Financial Management, LP$17.9M1162026-06-30
Citrine Capital$15.8M52026-06-30
Abacus Wealth Partners, LLC$15.5M502026-06-30
Ep Wealth Advisors, LLC$15M3382026-06-30
Savant Wealth Management$12.8M4052026-06-30
Retirement Solution LLC$12.6M182026-06-30
Longview Asset Management LLC$12.2M02025-12-31
Wealthspire Advisors, LLC$9.4M2372026-06-30
Wealth Architects, LLC$7.6M152026-06-30
Willow Creek Wealth Management Inc.$6.8M102025-09-30
Elser Financial Planning, Inc.$6.2M132026-06-30
Sachem Hill LLC$6M42026-06-30
Francis Financial, Inc.$5.3M102026-06-30
Pure Financial Advisors, LLC$5.1M882026-06-30
Apella Capital, LLC$4.9M1042026-06-30
Brighton Jones LLC$4.5M1592026-06-30
Greenspring Advisors, LLC$4.5M442026-06-30
Tci Wealth Advisors, Inc.$4.1M462026-06-30
Mercer Global Advisors Inc /adv$4.1M02026-06-30
Balanced Rock Investment Advisors LLC$4M52026-06-30
Ram Investment Partners, LLC$3.8M162026-06-30
Allodium Investment Consultants, LLC$3.8M52026-06-30
Drive Wealth Advisers$3.6M172026-06-30
Onedigital Investment Advisors LLC$3.3M3862026-06-30
New Capital Management LP$3.3M12026-06-30
Wealth Enhancement Advisory Services, LLC$3.2M1,0262026-06-30
Cerity Partners LLC$3.2M7772026-06-30
Focus Partners Advisor Solutions, LLC$3.1M422026-06-30
Asset Dedication, LLC$3M112026-06-30
Perigon Wealth Management, LLC$2.9M922026-06-30
Goldman Sachs Group Inc$2.9M02026-06-30
Hill Island Financial LLC$2.7M82026-06-30
Corient Private Wealth LP$2.6M6742026-06-30
Equita Financial Network, Inc.$2.6M162026-06-30
Quarry Hill Advisors, LLC$2.6M42026-06-30
Beacon Pointe Advisors, LLC$2.5M4662026-06-30
Heritage Financial Services, LLC$2.5M02025-12-31
Laird Norton Wetherby Trust Company, LLC$2.4M02026-06-30
Klaas Financial Asset Advisors, LLC$2.3M142026-06-30
Triune Financial Partners, LLC$2.2M162026-06-30
Cordant, Inc.$1.9M02026-06-30
Simplicity Wealth, LLC$1.8M02026-06-30
Planning Center, Inc.$1.7M102026-06-30
Rw Investment Management LLC$1.7M132026-06-30
Longview Financial Advisors LLC$1.7M22026-06-30
Clarity Wealth Development, LLC$1.6M52026-06-30
Truepoint, Inc.$1.4M402026-06-30
Cambridge Financial Group, LLC$1.4M52026-06-30
Mission Wealth Management, LP$1.3M1382026-06-30
Burton Enright Welch$1.2M122026-06-30
Brown Advisory Inc$1.2M02026-06-30
Beacon Hill Wealth Management Ltd.$1.2M52026-06-30
Hightower Advisors, LLC$1.1M1,0462026-06-30
Rockbridge Investment Management, Lcc$1M02026-06-30
Seedsafe Financial LLC$1M42026-06-30
Henrickson Nauta Wealth Advisors, Inc.$1M102026-06-30
Modera Wealth Management, LLC$984.1K1352026-06-30
Momentous Wealth Management, Inc.$976.6K82026-06-30
Cardinal Point Capital Management Ulc$972.6K82026-06-30
Seven Mile Advisory LLC$961.1K42026-06-30
Aspen Capital Management, LLC$951.8K102026-06-30
Harbour Investments, Inc.$946.3K2472026-06-30
Meritas Wealth Management, LLC$935.5K62026-06-30
Mb Generational Wealth, LLC$923K32026-06-30
Morling Financial Advisors, LLC$897.5K172026-06-30
Nwam LLC$892.5K622026-06-30
Sequoia Financial Group, LLC$877K2582026-06-30
Wheels Up Wealth, Inc.$791.8K32026-06-30
New Edge Wealth$758.3K1512026-06-30
Creative Capital Management Investments LLC$740.2K62026-06-30
Jane Street Group, LLC$732.1K02026-06-30
Lpl Financial LLC$715.5K23,4582026-06-30
Northland Capital Management LLC$705.8K32026-06-30
Vise Technologies, Inc.$682.4K02026-06-30
Root Financial Partners, LLC$682.4K642026-06-30
Farther Finance Advisors, LLC$669.6K3342026-06-30
Foster Group, Inc.$668.9K582026-06-30
Xy Planning Network, Inc.$661.7K02026-06-30
Exencial Wealth Advisors, LLC$657.8K02026-03-31
Syverson Strege$653.2K142026-06-30
Betterwealth, LLC$638.8K52026-06-30
Trellis Wealth Advisors LLC$630K42026-06-30
Fiduciary Financial Group, LLC$613.4K92026-06-30
Three Arch Wealth Management LLC$602.6K42026-06-30
Wealthstream Advisors, Inc.$598.1K02025-09-30
Sensenig Capital Advisors, Inc.$583.7K32026-06-30
Commonwealth Equity Services, LLC$578.7K2,8632026-06-30
Flagstone Financial Management$564.3K102026-06-30
North Ridge Wealth Advisors, Inc.$553.2K02026-03-31
Marble Trail Advisors$536.3K42026-06-30
Newedge Advisors$531.2K6012026-06-30
Grand Wealth Management, LLC$522.7K72026-06-30
Parcion Private Wealth LLC$517.1K142026-06-30
Modern Wealth Management, LLC$514.9K1612026-06-30
Rehmann Capital Advisory Group$511K422026-06-30
Heck Capital Advisors, LLC$504.6K242026-06-30
Midwest Trust Co$498.8K02026-06-30
Sb Capital Management Inc$495.2K02025-12-31
Babb Wealth Advisors LLC$489.2K32026-06-30
Hill Investment Group Partners, LLC$456.3K72026-06-30
Freedom Financial Partners LLC$455.7K42026-06-30
Advisornet Wealth Partners$455.4K582026-06-30
Wealth Management Strategies, Inc.$439K02026-06-30
Schwarz Dygos Wheeler Investment Advisors LLC$427.1K72026-06-30
Level Financial Advisors$426K82026-06-30
Mills Wealth Advisors, LLC$422.1K72026-06-30
Composition Wealth, LLC$407.4K762026-06-30
Professional Financial Solutions LLC /adv$405.5K02026-06-30
Cgn Advisors LLC$399.5K362026-06-30
Mlg Wealth Management Dba Pine Grove Financial Group$391.3K02025-12-31
Hub Investment Partners, LLC$390.6K1182026-06-30
Chicago Partners Investment Group LLC$378.7K572026-06-30
Captrust Financial Advisors$343.3K9622026-06-30
Apollon Wealth Management, LLC$336.8K1512026-06-30
Wealth Advisors Northwest LLC$326.2K72026-06-30
Sellwood Investment Partners LLC$323.5K82026-06-30
Holcombe & McGrath$322.8K22026-06-30
Compass Capital Corp /ma/ /adv$314.8K02026-06-30
Foundation Wealth Management, LLC$314.3K42026-06-30
Envestnet Pmc$313.5K602026-06-30
Enrich Financial Partners LLC$308.9K42026-06-30
Rhs Financial, LLC$307.2K22026-06-30
Private Advisor Group, LLC$287.1K9272026-06-30
Financial Plan, Inc.$286.1K132026-06-30
Tanager Wealth Management LLP$285.7K132026-06-30
Petersen Hastings Wealth Advisors Inc.$276.2K162026-06-30
Donalies Financial Planning, LLC$275.7K42026-06-30
Quantinno Capital Management LP$270.7K02026-06-30
Bridgewater Advisors Inc.$270.4K142026-06-30
Joel Adams and Associates Inc.$264.3K32026-06-30
Vestia Personal Wealth Advisors$264.1K222026-06-30
United Wealth Management, LLC$260.8K62026-06-30
Monument Group Wealth Advisors, LLC$256.6K32026-06-30
Bridge Generations Wealth Management LLC$254.1K42026-06-30
Sensible Money, LLC$247K132026-06-30
Dinuzzo Private Wealth, Inc.$241.5K82026-06-30
Old Peak Finance LLC$240.4K82026-06-30
Wpwealth LLP$238.7K152026-06-30
Creative Planning$232.5K1,1712026-06-30
Cassaday & Co Wealth Management LLC$227.2K472026-06-30
Cobblestone Capital Advisors LLC /NY$224.6K02025-09-30
Mathis Wealth Management$215.8K52026-06-30
Envision Financial Planning, LLC$212.2K72026-06-30
Mbe Wealth Management, LLC$207.3K122026-06-30
Physician Wealth Advisors, Inc.$206.7K92026-06-30
Geometric Wealth Advisors, LLC$202.6K102026-06-30
Vermillion Wealth Management, Inc.$201.7K42026-06-30
Ruedi Wealth Management, Inc.$201.2K52026-06-30
Allworth Financial, LP$194.7K3172026-06-30
Osaic Holdings, Inc.$152.1K02026-06-30
Royal Bank of Canada$137K02026-06-30
Fiduciary Financial Advisors$133.6K512026-06-30
Washington Trust Advisors$120.1K142026-06-30
Cardiff Park Advisors, LLC$116.2K12026-06-30
Larson Financial Group LLC$99.4K672026-06-30
Orion Capital Management LLC$92.5K42026-06-30
American Capital Advisory, LLC$91.3K72026-06-30
Jpmorgan Chase & Co$86.6K02026-06-30
Pinney & Scofield, Inc.$86.6K32026-06-30
Keystone Financial Group, Inc.$80.9K72026-06-30
Wealthcollab, LLC$71.7K12026-06-30
Red Tortoise LLC$70.5K02026-03-31
Kayne Anderson Rudnick Investment Management LLC$69.6K362026-06-30
Signature Resources Capital Management, LLC$69K02026-06-30
Kennebec Savings Bank$57K02026-06-30
Mather Group, Llc.$49K1102026-06-30
Cwm, LLC$48.2K6672026-03-31
US Bancorp$40.3K02026-06-30
C M Bidwell & Associates Ltd$39.1K42026-06-30
Blume Capital Management, Inc.$39.1K42026-06-30
Smartleaf Asset Management LLC$37.4K92026-06-30
Concord Wealth Partners$26.6K112026-06-30
Jfs Wealth Advisors, LLC$23.2K332026-06-30
Elevation Wealth Partners, LLC$22.9K02026-06-30
Bank of Montreal /can$20.5K02026-06-30
Burk Holdings LLC$18K72026-06-30
Glass Jacobson Investment Advisors LLC$17.9K102026-06-30
Jnba Financial Advisors$14K302026-06-30
Fmr LLC$13.7K02026-06-30
Ifp Advisors, Inc$13.6K3182026-06-30
Seneschal Advisors, LLC$11.1K32026-06-30
Strategic Investment Solutions, Inc. /il$5.8K102026-06-30
Navigoe, LLC$2.6K22026-06-30
Alphacore Capital LLC$2.3K692026-06-30
Betterment LLC$1.4K282026-06-30
Morgan Stanley$1.3K23,1852026-06-30
Von Borstel & Associates, Inc.$41352026-06-30
Coston, McIsaac & Partners$22102026-06-30

Public filing evidence

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

Report period: 2025-09-30 to 2026-06-30