DFSE · Insider trading · 13F holders · Congress trades
Dimensional ETF Trust (DFSE)
Who is buying and selling DFSE: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 63
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 0
DFSE at a glance
- No open-market insider purchases or sales of DFSE were filed in the last 90 days.
- 63 13F filers hold DFSE among their 50 largest positions, worth $278.5M combined. The biggest bets by portfolio weight are Five Oceans Advisors (7.3%), Citrine Capital LLC (5.6%) and Awm Capital, LLC (3.1%). In their latest 13Fs, 2 managers opened a new position and 13 added to one.
- No member of Congress has disclosed a trade in DFSE.
DFSE insider trading
No open-market insider purchases or sales of DFSE were filed in the last 90 days.
Who owns DFSE? Hedge funds and superinvestors
63 13F filers hold DFSE among their 50 largest positions, worth $278.5M combined. The biggest bets by portfolio weight are Five Oceans Advisors (7.3%), Citrine Capital LLC (5.6%) and Awm Capital, LLC (3.1%). In their latest 13Fs, 2 managers opened a new position and 13 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| Awm Capital, LLCWealth manager | 3.1% | $43.4M | 896,664 | +9.1% shares | Q3 2026 |
| Maseco LLPWealth manager | 0.8% | $27.9M | 576,712 | -2.9% shares | Q3 2026 |
| Quantum Financial Advisors, LLCInstitutional asset manager | 2.6% | $25.8M | 528,686 | -3.2% shares | Q2 2026 |
| Five Oceans AdvisorsWealth manager | 7.3% | $19.1M | 394,730 | -10.8% shares | Q3 2026 |
| Forum Financial Management, LPWealth manager | 0.2% | $17.7M | 366,274 | +0.2% shares | Q3 2026 |
| Citrine Capital LLCWealth manager | 5.6% | $16.6M | 343,939 | +6.3% shares | Q3 2026 |
| Abacus Wealth Partners, LLCWealth manager | 1.6% | $15.5M | 317,897 | -6.6% shares | Q2 2026 |
| Retirement Solution LLCWealth manager | 2.7% | $12.3M | 254,157 | +0.1% shares | Q3 2026 |
| Willow Creek Wealth Management Inc.Wealth manager | 0.7% | $10.9M | 225,438 | +12.4% shares | Q3 2026 |
| Wealth Architects, LLCWealth manager | 0.6% | $7.6M | 154,990 | -0.7% shares | Q2 2026 |
| Elser Financial Planning, IncWealth manager | 0.3% | $5.8M | 119,716 | -5.2% shares | Q3 2026 |
| Francis Financial, Inc.Wealth manager | 0.9% | $5.3M | 109,210 | +4.0% shares | Q2 2026 |
| Sachem Hill LLCWealth manager | 0.8% | $4.6M | 95,984 | -22.0% shares | Q3 2026 |
| Allodium Investment Consultants, LLCWealth manager | 1.7% | $4.1M | 85,277 | +10.6% shares | Q3 2026 |
| Balanced Rock Investment Advisors LLCWealth manager | 2.5% | $4.0M | 81,686 | -8.1% shares | Q2 2026 |
| RAM Investment Partners, LLCWealth manager | 0.6% | $4.0M | 82,269 | +4.7% shares | Q3 2026 |
| Drive Wealth Management, LLCWealth manager | 0.6% | $3.6M | 72,657 | -2.3% shares | Q2 2026 |
| New Capital Management LPHedge fund | 0.7% | $2.9M | 60,619 | -10.6% shares | Q3 2026 |
| Hill Island Financial LLCWealth manager | 0.6% | $2.8M | 57,647 | +4.4% shares | Q3 2026 |
| Equita Financial Network, Inc.Wealth manager | 0.8% | $2.7M | 56,224 | +6.8% shares | Q3 2026 |
| Clarity Wealth Development LLCWealth manager | 1.5% | $2.7M | 55,039 | +63.7% shares | Q3 2026 |
| Navigoe, LLCWealth manager | 1.4% | $2.6M | 54,019 | -2.0% shares | Q2 2026 |
| Quarry Hill Advisors, LLCWealth manager | 1.0% | $2.6M | 52,268 | +4.5% shares | Q2 2026 |
| Klaas Financial Asset Advisors, LLCWealth manager | 0.3% | $2.3M | 47,706 | -0.4% shares | Q3 2026 |
| Triune Financial Partners, LLCWealth manager | 0.5% | $2.2M | 44,576 | -1.6% shares | Q2 2026 |
| Cordant, Inc.Investment manager | 0.7% | $1.9M | 38,343 | +9.7% shares | Q2 2026 |
| Planning Center, Inc.Wealth manager | 0.2% | $1.7M | 35,784 | -1.6% shares | Q2 2026 |
| RW Investment Management LLCWealth manager | 0.1% | $1.7M | 34,137 | +3.6% shares | Q2 2026 |
| Longview Financial Advisors LLCWealth manager | 0.8% | $1.7M | 34,136 | -8.9% shares | Q2 2026 |
| Cambridge Financial Group, LLCWealth manager | 0.4% | $1.4M | 28,925 | +0.0% shares | Q3 2026 |
The 30 largest of 63 positions, by value. Each manager counts with its latest 13F (Q3 2026: 33, Q2 2026: 28, Q1 2026: 2). Screen DFSE in the grand portfolio →
DFSE stock trades by members of Congress
No member of Congress has disclosed a trade in DFSE.
DFSE questions and answers
Are insiders buying DFSE stock?
No open-market insider purchases or sales of DFSE were filed in the last 90 days.
Which hedge funds own DFSE?
63 13F filers hold DFSE among their 50 largest positions, worth $278.5M combined. The biggest bets by portfolio weight are Five Oceans Advisors (7.3%), Citrine Capital LLC (5.6%) and Awm Capital, LLC (3.1%). In their latest 13Fs, 2 managers opened a new position and 13 added to one.
Has Congress traded DFSE?
No member of Congress has disclosed a trade in DFSE.
Who is the largest holder of DFSE?
Among 13F filers, Awm Capital, LLC reports the largest DFSE position, $43.4M (896,664 shares) in its Q3 2026 13F. The biggest bet by portfolio weight is Five Oceans Advisors's: 7.3% of its portfolio.
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