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 462 institutions that hold shares in the stock, with a total of 162 Million shares, which have been reported (via 13F filing form) to have a value of $4.93 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
|
$512 Million
8.65% of portfolio
|
Q2 2025
Added 1.26%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
6,487,627
shares
|
$198 Million
0.29% of portfolio
|
Q1 2025
Added 9.52%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Jul 31, 2025 Q2 2025 |
6,014,223
shares
|
$183 Million
2.54% of portfolio
|
Q2 2025
Reduced 1.56%
|
|
|
Truepoint, Inc.
|
Aug 08, 2025 Q2 2025 |
4,494,116
shares
|
$137 Million
3.41% of portfolio
|
Q2 2025
Reduced 8.44%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
4,475,530
shares
|
$137 Million
0.17% of portfolio
|
Q1 2025
Added 7.55%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
3,959,902
shares
|
$121 Million
1.18% of portfolio
|
Q2 2024
Added 24.66%
|
|
|
Parcion Private Wealth LLC
Bellevue, WA |
Jul 30, 2025 Q2 2025 |
2,776,880
shares
|
$84.7 Million
4.41% of portfolio
|
Q2 2025
Reduced 3.94%
|
|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
2,502,409
shares
|
$76.3 Million
5.48% of portfolio
|
Q1 2025
Added 1.88%
|
|
|
Evensky & Katz LLC
|
Jul 22, 2025 Q2 2025 |
2,420,202
shares
|
$73.8 Million
4.39% of portfolio
|
Q2 2025
Reduced 0.66%
|
|
|
Carlson Capital Management
|
Feb 10, 2025 Q4 2024 |
2,235,787
shares
|
$68.2 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
|
$65.5 Million
2.77% of portfolio
|
Q3 2022
Added 42.71%
|
|
|
Jmg Financial Group, Ltd.
|
May 05, 2025 Q1 2025 |
1,954,026
shares
|
$59.6 Million
1.82% of portfolio
|
Q1 2025
Added 12.06%
|
|
|
Maseco LLP
London, |
Jul 15, 2025 Q2 2025 |
1,874,702
shares
|
$57.2 Million
2.11% of portfolio
|
Q2 2025
New holding
|
|
|
Heritage Financial Services, LLC
|
Jul 18, 2025 Q2 2025 |
1,826,125
shares
|
$55.7 Million
5.33% of portfolio
|
Q2 2025
Reduced 1.92%
|
|
|
Total Wealth Planning, LLC
|
Jul 15, 2025 Q2 2025 |
1,818,416
shares
|
$55.5 Million
7.25% of portfolio
|
Q2 2025
Added 4.0%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
1,787,265
shares
|
$54.5 Million
0.02% of portfolio
|
Q1 2025
Added 13.17%
|
|
|
Rw Investment Management LLC
Eagle, ID |
May 13, 2025 Q1 2025 |
1,780,739
shares
|
$54.3 Million
5.79% of portfolio
|
Q1 2025
Reduced 1.05%
|
|
|
Awm Capital, LLC
|
Jul 22, 2025 Q2 2025 |
1,723,511
shares
|
$52.6 Million
6.83% of portfolio
|
Q2 2025
Added 29.02%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
1,708,521
shares
|
$52.1 Million
0.11% of portfolio
|
Q1 2025
Added 77.58%
|
|
|
Rockwood Wealth Management, LLC
New Hope, PA |
Jul 11, 2025 Q2 2025 |
1,611,248
shares
|
$49.1 Million
4.21% of portfolio
|
Q2 2025
Reduced 1.54%
|
|
|
Hill Investment Group Partners, LLC
St. Louis, MO |
May 14, 2025 Q1 2025 |
1,609,193
shares
|
$49.1 Million
5.85% of portfolio
|
Q1 2025
Reduced 1.69%
|
|
|
Savant Capital, LLC
|
Aug 06, 2025 Q2 2025 |
1,550,355
shares
|
$47.3 Million
0.3% of portfolio
|
Q2 2025
Added 49.4%
|
|
|
Wealthstream Advisors, Inc.
|
Jul 29, 2025 Q2 2025 |
1,477,488
shares
|
$45.1 Million
7.63% of portfolio
|
Q2 2025
Reduced 0.31%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
1,420,387
shares
|
$43.3 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
1,403,528
shares
|
$42.8 Million
0.02% of portfolio
|
Q2 2025
Added 7.72%
|