Institutional Ownership Dimensional ETF Tr Emerging Mk (DFEM)
This table provides information about the institutional ownership of Dimensional ETF Tr Emerging Mk (DFEM). We have compiled data on the 354 institutions that hold shares in the stock, with a total of 134 Million shares, which have been reported (via 13F filing form) to have a value of $3.51 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Forum Financial Management, LP
Lombard, IL |
Oct 29, 2024 Q3 2024 |
15,566,049
shares
|
$409 Million
8.36% of portfolio
|
Q3 2024
Added 3.27%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
5,764,376
shares
|
$151 Million
0.23% of portfolio
|
Q3 2024
Added 5.52%
|
|
|
Truepoint, Inc.
|
Nov 12, 2024 Q3 2024 |
4,437,796
shares
|
$117 Million
3.42% of portfolio
|
Q3 2024
Added 4.82%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
3,993,410
shares
|
$105 Million
0.16% of portfolio
|
Q3 2024
Added 0.71%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
3,959,902
shares
|
$104 Million
1.18% of portfolio
|
Q2 2024
Added 24.66%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 14, 2024 Q3 2024 |
3,950,987
shares
|
$104 Million
2.54% of portfolio
|
Q3 2024
Added 14.96%
|
|
|
Parcion Private Wealth LLC
Bellevue, WA |
Oct 23, 2024 Q3 2024 |
2,618,772
shares
|
$68.8 Million
6.23% of portfolio
|
Q3 2024
Added 6.79%
|
|
|
Asset Dedication, LLC
|
Jan 22, 2025 Q4 2024 |
2,456,117
shares
|
$64.5 Million
5.15% of portfolio
|
Q4 2024
Added 3.23%
|
|
|
Heritage Financial Services, LLC
|
Oct 23, 2024 Q3 2024 |
2,328,335
shares
|
$61.1 Million
8.96% of portfolio
|
Q3 2024
Added 3.76%
|
|
|
Evensky & Katz LLC
|
Oct 08, 2024 Q3 2024 |
2,279,423
shares
|
$59.9 Million
4.18% of portfolio
|
Q3 2024
Added 3.78%
|
|
|
Carlson Capital Management
|
Nov 13, 2024 Q3 2024 |
2,234,055
shares
|
$58.7 Million
4.48% of portfolio
|
Q3 2024
Added 10.82%
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
2,147,517
shares
|
$56.4 Million
2.77% of portfolio
|
Q3 2022
Added 42.71%
|
|
|
Forvis Wealth Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
1,847,156
shares
|
$48.5 Million
1.22% of portfolio
|
Q3 2024
Reduced 2.42%
|
|
|
Rw Investment Management LLC
Eagle, ID |
Nov 12, 2024 Q3 2024 |
1,734,657
shares
|
$45.6 Million
6.08% of portfolio
|
Q3 2024
Added 3.29%
|
|
|
Total Wealth Planning, LLC
|
Jan 15, 2025 Q4 2024 |
1,643,155
shares
|
$43.1 Million
7.12% of portfolio
|
Q4 2024
Added 6.8%
|
|
|
Hill Investment Group Partners, LLC
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
1,577,993
shares
|
$41.4 Million
5.88% of portfolio
|
Q3 2024
Added 0.1%
|
|
|
Jmg Financial Group, Ltd.
|
Oct 22, 2024 Q3 2024 |
1,549,584
shares
|
$40.7 Million
1.54% of portfolio
|
Q3 2024
Added 17.1%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
1,399,245
shares
|
$36.7 Million
0.02% of portfolio
|
Q3 2024
Added 8.65%
|
|
|
Apella Capital, LLC
|
Jan 14, 2025 Q4 2024 |
1,398,252
shares
|
$36.7 Million
1.44% of portfolio
|
Q4 2024
Added 26.77%
|
|
|
Wealthstream Advisors, Inc.
|
Nov 06, 2024 Q3 2024 |
1,366,672
shares
|
$35.9 Million
7.66% of portfolio
|
Q3 2024
Added 113.24%
|
|
|
Rockwood Wealth Management, LLC
New Hope, PA |
Jan 21, 2025 Q4 2024 |
1,295,263
shares
|
$34 Million
3.66% of portfolio
|
Q4 2024
Added 32.11%
|
|
|
Awm Capital, LLC
|
Nov 14, 2024 Q3 2024 |
1,284,040
shares
|
$33.7 Million
5.88% of portfolio
|
Q3 2024
Added 8.09%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
1,186,364
shares
|
$31.2 Million
0.37% of portfolio
|
Q3 2024
Added 9.31%
|
|
|
Savant Capital, LLC
|
Nov 04, 2024 Q3 2024 |
1,179,181
shares
|
$31 Million
0.28% of portfolio
|
Q3 2024
Reduced 9.3%
|
|
|
En Rich Financial Partners LLC
Madison, WI |
Nov 07, 2024 Q3 2024 |
1,139,946
shares
|
$29.9 Million
10.72% of portfolio
|
Q3 2024
Added 4.71%
|