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 480 institutions that hold shares in the stock, with a total of 165 Million shares, which have been reported (via 13F filing form) to have a value of $5.36 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Forum Financial Management, LP
Lombard, IL |
Jul 30, 2025 Q2 2025 |
16,789,759
shares
|
$544 Million
8.65% of portfolio
|
Q2 2025
Added 1.26%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Sep 26, 2025 Q2 2025 |
6,584,192
shares
|
$213 Million
0.29% of portfolio
|
Q2 2025
Reduced 0.08%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Jul 31, 2025 Q2 2025 |
6,014,223
shares
|
$195 Million
2.54% of portfolio
|
Q2 2025
Reduced 1.56%
|
|
|
Truepoint, Inc.
|
Aug 08, 2025 Q2 2025 |
4,494,116
shares
|
$146 Million
3.41% of portfolio
|
Q2 2025
Reduced 8.44%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
3,959,902
shares
|
$128 Million
1.18% of portfolio
|
Q2 2024
Added 24.66%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
3,684,937
shares
|
$119 Million
0.14% of portfolio
|
Q2 2025
Reduced 17.66%
|
|
|
Parcion Private Wealth LLC
Bellevue, WA |
Oct 14, 2025 Q3 2025 |
2,745,347
shares
|
$88.9 Million
5.83% of portfolio
|
Q3 2025
Reduced 1.14%
|
|
|
Asset Dedication, LLC
|
Aug 19, 2025 Q2 2025 |
2,492,664
shares
|
$80.7 Million
5.49% of portfolio
|
Q2 2025
Reduced 0.39%
|
|
|
Evensky & Katz LLC
|
Jul 22, 2025 Q2 2025 |
2,420,202
shares
|
$78.4 Million
4.39% of portfolio
|
Q2 2025
Reduced 0.66%
|
|
|
Carlson Capital Management
|
Feb 10, 2025 Q4 2024 |
2,235,787
shares
|
$72.4 Million
4.25% of portfolio
|
Q4 2024
Added 0.08%
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
2,147,517
shares
|
$69.6 Million
2.77% of portfolio
|
Q3 2022
Added 42.71%
|
|
|
Jmg Financial Group, Ltd.
|
Aug 12, 2025 Q2 2025 |
1,969,332
shares
|
$63.8 Million
1.85% of portfolio
|
Q2 2025
Added 0.78%
|
|
|
Maseco LLP
London, |
Jul 15, 2025 Q2 2025 |
1,874,702
shares
|
$60.7 Million
2.11% of portfolio
|
Q2 2025
New holding
|
|
|
Rockwood Wealth Management, LLC
New Hope, PA |
Oct 10, 2025 Q3 2025 |
1,862,470
shares
|
$60.3 Million
4.77% of portfolio
|
Q3 2025
Added 15.59%
|
|
|
Total Wealth Planning, LLC
|
Oct 17, 2025 Q3 2025 |
1,844,234
shares
|
$59.7 Million
7.28% of portfolio
|
Q3 2025
Added 1.42%
|
|
|
Rw Investment Management LLC
Eagle, ID |
Aug 13, 2025 Q2 2025 |
1,835,977
shares
|
$59.5 Million
6.07% of portfolio
|
Q2 2025
Added 3.1%
|
|
|
Heritage Financial Services, LLC
|
Jul 18, 2025 Q2 2025 |
1,826,125
shares
|
$59.1 Million
5.33% of portfolio
|
Q2 2025
Reduced 1.92%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
1,814,600
shares
|
$58.8 Million
0.02% of portfolio
|
Q2 2025
Added 1.53%
|
|
|
Awm Capital, LLC
|
Jul 22, 2025 Q2 2025 |
1,723,511
shares
|
$55.8 Million
6.83% of portfolio
|
Q2 2025
Added 29.02%
|
|
|
Savant Capital, LLC
|
Aug 06, 2025 Q2 2025 |
1,550,355
shares
|
$50.2 Million
0.3% of portfolio
|
Q2 2025
Added 49.4%
|
|
|
Wealthstream Advisors, Inc.
|
Jul 29, 2025 Q2 2025 |
1,477,488
shares
|
$47.9 Million
7.63% of portfolio
|
Q2 2025
Reduced 0.31%
|
|
|
Hill Investment Group Partners, LLC
St. Louis, MO |
Aug 12, 2025 Q2 2025 |
1,455,808
shares
|
$47.2 Million
5.63% of portfolio
|
Q2 2025
Reduced 9.53%
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
1,403,528
shares
|
$45.5 Million
0.02% of portfolio
|
Q2 2025
Added 7.72%
|
|
|
Apella Capital, LLC
|
Oct 17, 2025 Q3 2025 |
1,334,738
shares
|
$43.2 Million
1.0% of portfolio
|
Q3 2025
Reduced 1.81%
|
|
|
En Rich Financial Partners LLC
Madison, WI |
Jul 30, 2025 Q2 2025 |
1,262,505
shares
|
$40.9 Million
11.5% of portfolio
|
Q2 2025
Added 0.76%
|