Who Owns DFA EMG MRKT SUS CORE 1 ETF (DFSE)? -- Institutional Holders (2026-06-30)

192 institutions reported holding $460.6M of DFA EMG MRKT SUS CORE 1 ETF (DFSE) in SEC 13F filings for 2026-06-30. Largest institutional holders: AWM CAPITAL, LLC ($40.2M), Pathstone Holdings, LLC ($32.9M), MASECO LLP ($29.0M), Focus Partners Wealth ($27.8M), Quantum Financial Advisors, LLC ($25.8M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	AWM CAPITAL, LLC	$40.2M	821,857	Added
2	Pathstone Holdings, LLC	$32.9M	673,453	Added
3	MASECO LLP	$29.0M	594,139	Added
4	Focus Partners Wealth	$27.8M	569,426	Added
5	Quantum Financial Advisors, LLC	$25.8M	528,686	Trimmed
6	Five Oceans Advisors	$21.6M	442,368	Added
7	Forum Financial Management, LP	$17.9M	365,681	Trimmed
8	Citrine Capital LLC	$15.8M	323,640	Trimmed
9	Abacus Wealth Partners, LLC	$15.5M	317,897	Trimmed
10	EP Wealth Advisors, LLC	$15.0M	307,473	Added
11	Savant Capital, LLC	$12.8M	262,183	Added
12	Retirement Solution LLC	$12.6M	256,769	Trimmed
13	Wealthspire Advisors, LLC	$9.4M	191,799	New
14	Wealth Architects, LLC	$7.6M	154,990	Trimmed
15	Elser Financial Planning, Inc	$6.2M	126,249	Trimmed
16	SACHEM HILL LLC	$6.0M	123,011	Trimmed
17	Francis Financial, Inc.	$5.3M	109,210	Added
18	Pure Financial Advisors, LLC	$5.1M	104,452	Trimmed
19	Apella Capital, LLC	$4.9M	102,996	Added
20	BRIGHTON JONES LLC	$4.5M	91,148	Added
21	Greenspring Advisors, LLC	$4.5M	91,141	Trimmed
22	TCI Wealth Advisors, Inc.	$4.1M	84,357	Trimmed
23	MERCER GLOBAL ADVISORS INC /ADV	$4.1M	84,065	Added
24	Balanced Rock Investment Advisors LLC	$4.0M	81,686	Trimmed
25	RAM Investment Partners, LLC	$3.8M	78,545	Added

来源：SEC 13F 申报文件 · 截至 2026-06-30