DIMENSIONAL ETF TRUST DFSE
EMERGING MARKETS · ETP · CUSIP 25434V682
183
institutional holders
+9 vs Q1 2026
9.4m
shares reported held*
$459.6mreported value*
19 new
73 added
66 reduced
7 sold out
net bought ≈ $18.6m (+389.1k shares)
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $48.85.
Trends to Q2 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q4 2022 | 34 |
| Q1 2023 | 51 |
| Q2 2023 | 60 |
| Q3 2023 | 71 |
| Q4 2023 | 88 |
| Q1 2024 | 91 |
| Q2 2024 | 102 |
| Q3 2024 | 112 |
| Q4 2024 | 129 |
| Q1 2025 | 140 |
| Q2 2025 | 143 |
| Q3 2025 | 148 |
| Q4 2025 | 165 |
| Q1 2026 | 174 |
| Q2 2026 | 183 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Bought or addedCut or sold out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2024 | 83 | 21 |
| Q4 2024 | 78 | 26 |
| Q1 2025 | 82 | 39 |
| Q2 2025 | 84 | 49 |
| Q3 2025 | 84 | 46 |
| Q4 2025 | 99 | 42 |
| Q1 2026 | 99 | 56 |
| Q2 2026 | 92 | 73 |
Biggest buyers
| Wealthspire Advisors, LLC | New | +191.8k |
| Pathstone Holdings, LLC | Added | +103.1k |
| AWM CAPITAL, LLC | Added | +61.2k |
| Laird Norton Wetherby Trust Company, LLC | New | +49.7k |
| Savant Capital, LLC | Added | +47.6k |
| Cerity Partners LLC | Added | +37.0k |
| Clarity Wealth Development LLC | New | +33.6k |
| Focus Partners Wealth | Added | +32.5k |
| MISSION WEALTH MANAGEMENT, LP | Added | +20.4k |
| MERCER GLOBAL ADVISORS INC /ADV | Added | +12.1k |
Biggest sellers
| JANE STREET GROUP, LLC | Reduced | -71.5k |
| Greenspring Advisors, LLC | Reduced | -59.3k |
| FLOW TRADERS U.S. LLC | Sold out | -32.6k |
| OLD MISSION CAPITAL LLC | Sold out | -31.9k |
| Broadhurst Jeffrey B | Sold out | -23.0k |
| Abacus Wealth Partners, LLC | Reduced | -22.5k |
| Quantum Financial Advisors, LLC | Reduced | -17.6k |
| Addison Advisors LLC | Reduced | -16.4k |
| Mariner, LLC | Sold out | -16.0k |
| SACHEM HILL LLC | Reduced | -13.1k |
Holders, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| AWM CAPITAL, LLC 3.22% of their portfolio | 821.9k $40.2m | Added +61.2k |
| Pathstone Holdings, LLC 0.10% of their portfolio | 673.5k $32.9m | Added +103.1k |
| MASECO LLP 0.82% of their portfolio | 594.1k $29.0m | Added +5.7k |
| Focus Partners Wealth 0.03% of their portfolio | 569.4k $27.8m | Added +32.5k |
| Quantum Financial Advisors, LLC 2.56% of their portfolio | 528.7k $25.8m | Reduced -17.6k |
| Five Oceans Advisors 6.95% of their portfolio | 442.4k $21.6m | Added +4.1k |
| Forum Financial Management, LP 0.23% of their portfolio | 365.7k $17.9m | Reduced -8.9k |
| Citrine Capital LLC 5.86% of their portfolio | 323.6k $15.8m | Reduced -5.0k |
| Abacus Wealth Partners, LLC 1.63% of their portfolio | 317.9k $15.5m | Reduced -22.5k |
| EP Wealth Advisors, LLC 0.06% of their portfolio | 307.5k $15.0m | Added +235 |
| Savant Capital, LLC 0.04% of their portfolio | 262.2k $12.8m | Added +47.6k |
| Retirement Solution LLC 2.45% of their portfolio | 256.8k $12.6m | Reduced -3.7k |
| Wealthspire Advisors, LLC 0.05% of their portfolio | 191.8k $9.4m | New |
| Wealth Architects, LLC 0.60% of their portfolio | 155.0k $7.6m | Reduced -1.2k |
| Elser Financial Planning, Inc 0.27% of their portfolio | 126.2k $6.2m | Reduced -465 |
| SACHEM HILL LLC 1.07% of their portfolio | 123.0k $6.0m | Reduced -13.1k |
| Francis Financial, Inc. 0.88% of their portfolio | 109.2k $5.3m | Added +4.2k |
| Pure Financial Advisors, LLC 0.06% of their portfolio | 104.5k $5.1m | Reduced -3.4k |
| Apella Capital, LLC 0.07% of their portfolio | 103.0k $4.9m | Added +7.4k |
| BRIGHTON JONES LLC 0.08% of their portfolio | 91.1k $4.5m | Added +9.0k |
| Greenspring Advisors, LLC 0.25% of their portfolio | 91.1k $4.5m | Reduced -59.3k |
| TCI Wealth Advisors, Inc. 0.18% of their portfolio | 84.4k $4.1m | Reduced -646 |
| MERCER GLOBAL ADVISORS INC /ADV 0.01% of their portfolio | 84.1k $4.1m | Added +12.1k |
| Balanced Rock Investment Advisors LLC 2.49% of their portfolio | 81.7k $4.0m | Reduced -7.2k |
| RAM Investment Partners, LLC 0.61% of their portfolio | 78.5k $3.8m | Added +7.5k |
| Allodium Investment Consultants, LLC 1.60% of their portfolio | 77.1k $3.8m | Reduced -342 |
| DRIVE WEALTH MANAGEMENT, LLC 0.63% of their portfolio | 72.7k $3.6m | Reduced -1.7k |
| OneDigital Investment Advisors LLC 0.03% of their portfolio | 68.2k $3.3m | Added +3.6k |
| New Capital Management LP 0.76% of their portfolio | 67.8k $3.3m | Reduced -443 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.01% of their portfolio | 66.5k $3.2m | Reduced -6.5k |
| Cerity Partners LLC 0.00% of their portfolio | 65.1k $3.2m | Added +37.0k |
| Focus Partners Advisor Solutions, LLC 0.03% of their portfolio | 63.3k $3.1m | Added +8.2k |
| Asset Dedication, LLC 0.19% of their portfolio | 62.3k $3.0m | Reduced -3.2k |
| Perigon Wealth Management, LLC 0.05% of their portfolio | 59.4k $2.9m | Reduced -86 |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 59.0k $2.9m | Added +9.0k |
| HILL ISLAND FINANCIAL LLC 0.58% of their portfolio | 55.2k $2.7m | Unchanged |
| Navigoe, LLC 1.38% of their portfolio | 54.0k $2.6m | Reduced -1.1k |
| Corient Private Wealth LP 0.00% of their portfolio | 53.5k $2.6m | Reduced -857 |
| Equita Financial Network, Inc. 0.71% of their portfolio | 52.7k $2.6m | Added +8.3k |
| QUARRY HILL ADVISORS, LLC 0.98% of their portfolio | 52.3k $2.6m | Added +2.2k |
| Beacon Pointe Advisors, LLC 0.01% of their portfolio | 50.7k $2.5m | Added +905 |
| Laird Norton Wetherby Trust Company, LLC 0.05% of their portfolio | 49.7k $2.4m | New |
| Klaas Financial Asset Advisors, LLC 0.29% of their portfolio | 47.9k $2.3m | Reduced -192 |
| Triune Financial Partners, LLC 0.45% of their portfolio | 44.6k $2.2m | Reduced -731 |
| Cordant, Inc. 0.68% of their portfolio | 38.3k $1.9m | Added +3.4k |
| Simplicity Wealth,LLC 0.06% of their portfolio | 37.7k $1.8m | Added +3.0k |
| Planning Center, Inc. 0.17% of their portfolio | 35.8k $1.7m | Reduced -589 |
| RW Investment Management LLC 0.15% of their portfolio | 34.1k $1.7m | Added +1.2k |
| Longview Financial Advisors LLC 0.82% of their portfolio | 34.1k $1.7m | Reduced -3.3k |
| Clarity Wealth Development LLC 0.91% of their portfolio | 33.6k $1.6m | New |
| Truepoint, Inc. 0.03% of their portfolio | 29.6k $1.4m | Reduced -2.3k |
| Cambridge Financial Group, LLC 0.45% of their portfolio | 28.9k $1.4m | Added +3.2k |
| Betterment LLC 0.00% of their portfolio | 28.2k $1.4m | Reduced -2.7k |
| MISSION WEALTH MANAGEMENT, LP 0.02% of their portfolio | 26.6k $1.3m | Added +20.4k |
| Burton Enright Welch 0.15% of their portfolio | 25.3k $1.2m | Reduced -1.5k |
| BROWN ADVISORY INC 0.00% of their portfolio | 24.6k $1.2m | Added +8.0k |
| BEACON HILL WEALTH MANAGEMENT LTD. 0.83% of their portfolio | 24.5k $1.2m | First filing |
| HighTower Advisors, LLC 0.00% of their portfolio | 22.6k $1.1m | Added +497 |
| Rockbridge Investment Management, LCC 0.08% of their portfolio | 21.3k $1.0m | Reduced -2.9k |
| SeedSafe Financial LLC 0.73% of their portfolio | 20.7k $1.0m | Unchanged |
| Henrickson Nauta Wealth Advisors, Inc. 0.24% of their portfolio | 20.5k $1.0m | Added +189 |
| Modera Wealth Management, LLC 0.01% of their portfolio | 20.1k $984.1k | Added +3.7k |
| Momentous Wealth Management, Inc. 0.50% of their portfolio | 20.0k $976.6k | Reduced -227 |
| Cardinal Point Capital Management ULC 0.06% of their portfolio | 19.9k $972.6k | Reduced -78 |
| SEVEN MILE ADVISORY 0.65% of their portfolio | 19.7k $961.1k | Reduced -816 |
| Aspen Capital Management, LLC 0.21% of their portfolio | 19.5k $951.8k | Reduced -614 |
| HARBOUR INVESTMENTS, INC. 0.01% of their portfolio | 19.4k $946.3k | Reduced -754 |
| Meritas Wealth Management, LLC 0.37% of their portfolio | 19.1k $935.5k | Reduced -1.1k |
| MB Generational Wealth, LLC 0.45% of their portfolio | 18.9k $923.0k | Reduced -861 |
| Morling Financial Advisors, LLC 0.25% of their portfolio | 18.4k $897.5k | Reduced -121 |
| NWAM LLC 0.04% of their portfolio | 18.3k $892.5k | Added +294 |
| Sequoia Financial Advisors, LLC 0.00% of their portfolio | 17.9k $877.0k | Added +1.8k |
| Wheels Up Wealth, Inc. 0.67% of their portfolio | 16.2k $791.8k | Reduced -575 |
| NewEdge Wealth, LLC 0.01% of their portfolio | 15.5k $758.3k | Unchanged |
| Creative Capital Management Investments LLC 0.17% of their portfolio | 15.1k $740.2k | Unchanged |
| JANE STREET GROUP, LLC 0.00% of their portfolio | 15.0k $732.1k | Reduced -71.5k |
| LPL Financial LLC 0.00% of their portfolio | 14.6k $715.5k | Added +1.8k |
| Northland Capital Management LLC 0.38% of their portfolio | 14.4k $705.8k | Reduced -2.9k |
| Vise Technologies, Inc. 0.01% of their portfolio | 14.0k $682.4k | Added +7.0k |
| Root Financial Partners, LLC 0.03% of their portfolio | 14.0k $682.4k | Added +1.0k |
| Farther Finance Advisors, LLC 0.01% of their portfolio | 13.7k $669.6k | Reduced -590 |
| Foster Group, Inc. 0.02% of their portfolio | 13.7k $668.9k | Reduced -679 |
| XY Planning Network, Inc. 0.08% of their portfolio | 13.5k $661.7k | Added +8.1k |
| Syverson Strege & Co 0.14% of their portfolio | 13.4k $653.2k | Reduced -21 |
| BetterWealth, LLC 0.11% of their portfolio | 13.1k $638.8k | Added +711 |
| Trellis Wealth Advisors LLC 0.22% of their portfolio | 12.9k $630.0k | Added +18 |
| FIDUCIARY FINANCIAL GROUP, LLC 0.07% of their portfolio | 12.6k $613.4k | Added +1.5k |
| Three Arch Wealth Management LLC 0.09% of their portfolio | 12.3k $602.6k | Added +4.3k |
| Sensenig Capital Advisors, Inc 0.53% of their portfolio | 11.9k $583.7k | Reduced -938 |
| COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio | 11.8k $578.7k | Added +124 |
| Flagstone Financial Management 0.13% of their portfolio | 11.5k $564.3k | Reduced -167 |
| Addison Advisors LLC 0.25% of their portfolio | 11.0k $536.3k | Reduced -16.4k |
| NewEdge Advisors, LLC 0.00% of their portfolio | 10.9k $531.2k | Reduced -887 |
| GRAND WEALTH MANAGEMENT, LLC 0.22% of their portfolio | 10.7k $522.7k | Added +1.8k |
| Parcion Private Wealth LLC 0.03% of their portfolio | 10.6k $517.1k | Added +9 |
| Modern Wealth Management, LLC 0.01% of their portfolio | 10.5k $514.9k | Added +3.0k |
| Rehmann Capital Advisory Group 0.02% of their portfolio | 10.5k $511.0k | Added +600 |
| Heck Capital Advisors, LLC 0.03% of their portfolio | 10.3k $504.6k | Reduced -267 |
| Midwest Trust Co 0.01% of their portfolio | 10.2k $498.8k | Added +1.6k |
| Babb Wealth Advisors LLC 0.24% of their portfolio | 10.0k $489.2k | Reduced -1.1k |