Public ownership evidence

Dimensional Emerging Markets Sustainability Core 1 ETF (DFSE) Ownership Disclosures

Read DFSE insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent institutional filing receipts

Dimensional Emerging Markets Sustainability Core 1 ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
Corient Private Wealth LP
Report period
2026-06-30
Available
2026-08-28
Reported shares
53,535
Value (USD)
$2,616,751
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0001948780-26-000011
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read DFSE fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read DFSE fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

See the complete recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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Corient Private Wealth LP2026-06-302026-08-2853,535$2,616,751None
MLG Wealth Management DBA Pine Grove Financial Group2025-12-312026-08-269,434$391,306None
Rehmann Capital Advisory Group2026-06-302026-08-2110,455$511,035None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-2084,065$4,109,071None
Beacon Pointe Advisors, LLC2026-06-302026-08-1950,694$2,477,885None
Orion Capital Management LLC2026-06-302026-08-191,893$92,530None
Wealth Management Strategies, Inc.2025-06-302026-08-189,194$349,911None
Wealth Management Strategies, Inc.2026-06-302026-08-188,982$439,032None
Balanced Rock Investment Advisors LLC2026-06-302026-08-1881,686$3,992,771None
Corient Private Wealth LP2026-06-302026-08-1853,535$2,616,751None
Pure Financial Advisors, LLC2026-06-302026-08-18104,452$5,105,580None
Financial Plan, Inc.2026-06-302026-08-155,853$286,092None
Seneschal Advisors, LLC2026-06-302026-08-15228$11,145None
Modern Wealth Management, LLC2026-06-302026-08-1510,534$514,897None
Envision Financial Planning, LLC2026-06-302026-08-154,341$212,194None
Babb Wealth Advisors LLC2026-06-302026-08-1510,008$489,188None
OSAIC HOLDINGS, INC.2026-06-302026-08-152,668$130,401None
OSAIC HOLDINGS, INC.2026-06-302026-08-15443$21,653None
Betterment LLC2026-06-302026-08-1528,191$1,378,000None
JANE STREET GROUP, LLC2026-06-302026-08-1514,977$732,068None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15904$44,187None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15498$24,331None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-151,194$58,362None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15137$6,696None
CARDIFF PARK ADVISORS, LLC2026-06-302026-08-152,377$116,178None
BROWN ADVISORY INC2026-06-302026-08-1524,647$1,204,733None
Rockbridge Investment Management, LCC2026-06-302026-08-1521,269$1,039,619None
Cerity Partners LLC2026-06-302026-08-1564,574$3,156,361None
Cerity Partners LLC2026-06-302026-08-15516$25,222None
Laird Norton Wetherby Trust Company, LLC2026-06-302026-08-1549,725$2,430,533None
ROYAL BANK OF CANADA2026-06-302026-08-151,858$91,000None
ROYAL BANK OF CANADA2026-06-302026-08-15941$46,000None
Larson Financial Group LLC2026-06-302026-08-152,033$99,351None
GOLDMAN SACHS GROUP INC2026-06-302026-08-1545,764$2,236,921None
GOLDMAN SACHS GROUP INC2026-06-302026-08-1513,252$647,751None
Burk Holdings LLC2026-06-302026-08-14369$18,037None
von Borstel & Associates, Inc.2026-06-302026-08-148,466$413,000None
Pathstone Holdings, LLC2026-06-302026-08-14673,453$32,918,067None
Quantinno Capital Management LP2026-06-302026-08-145,539$270,744None
Creative Planning2026-06-302026-08-144,757$232,510None
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC2026-06-302026-08-141,447$69,621None
COMPASS CAPITAL CORP /MA/ /ADV2026-06-302026-08-146,567$314,800None
SEVEN MILE ADVISORY2026-06-302026-08-1419,663$961,118None
CAPTRUST FINANCIAL ADVISORS2026-06-302026-08-147,022$343,250None
MORGAN STANLEY2026-06-302026-08-1426$1,271None
FMR LLC2026-06-302026-08-14281$13,744None
SeedSafe Financial LLC2026-06-302026-08-1320,711$1,012,343None
SeedSafe Financial LLC2026-03-312026-08-1320,711$877,519None
SeedSafe Financial LLC2025-12-312026-08-1320,711$859,092None
Smartleaf Asset Management LLC2026-06-302026-08-13777$37,441None

90-day public filing window, up to 50 source positions.

Corient Private Wealth LP ↗MLG Wealth Management DBA Pine Grove Financial Group ↗Rehmann Capital Advisory Group ↗MERCER GLOBAL ADVISORS INC /ADV ↗Beacon Pointe Advisors, LLC ↗Orion Capital Management LLC ↗Wealth Management Strategies, Inc. ↗Wealth Management Strategies, Inc. ↗Balanced Rock Investment Advisors LLC ↗Corient Private Wealth LP ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

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