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 423 institutions that hold shares in the stock, with a total of 1.17 Billion shares, which have been reported (via 13F filing form) to have a value of $29.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pinnacle Financial Group, LLC
|
Feb 14, 2025 Q4 2024 |
681,433
shares
|
$17.4 Million
7.1% of portfolio
|
Q4 2024
Added 0.26%
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
Feb 12, 2025 Q4 2024 |
652,254
shares
|
$16.7 Million
2.19% of portfolio
|
Q4 2024
Added 20.36%
|
|
|
Jackson Thornton Asset Management, LLC
|
Feb 11, 2025 Q4 2024 |
648,310
shares
|
$16.6 Million
2.16% of portfolio
|
Q4 2024
Added 17.2%
|
|
|
Leading Edge Financial Planning LLC
Knoxville, TN |
Jan 24, 2025 Q4 2024 |
647,547
shares
|
$16.5 Million
5.56% of portfolio
|
Q4 2024
Added 5.06%
|
|
|
Syverson Strege & CO
West Des Moines, IA |
Feb 11, 2025 Q4 2024 |
638,188
shares
|
$16.3 Million
5.97% of portfolio
|
Q4 2024
Added 2.29%
|
|
|
Rs Crum Inc.
|
Apr 17, 2025 Q1 2025 |
629,266
shares
|
$16.1 Million
4.72% of portfolio
|
Q1 2025
Reduced 1.16%
|
|
|
Integris Wealth Management, LLC
Monterey, CA |
Jan 23, 2025 Q4 2024 |
625,192
shares
|
$16 Million
4.62% of portfolio
|
Q4 2024
Added 5.26%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Jan 27, 2025 Q4 2024 |
600,157
shares
|
$15.3 Million
1.0% of portfolio
|
Q4 2024
Reduced 7.64%
|
|
|
Sensible Money, LLC
Scottsdale, AZ |
Jan 28, 2025 Q4 2024 |
579,030
shares
|
$14.8 Million
6.65% of portfolio
|
Q4 2024
Added 7.2%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
562,793
shares
|
$14.4 Million
0.99% of portfolio
|
Q4 2024
Added 1.95%
|
|
|
Jentner Corp
|
Feb 14, 2025 Q4 2024 |
559,491
shares
|
$14.3 Million
5.73% of portfolio
|
Q4 2024
Added 7.54%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
552,530
shares
|
$14.1 Million
0.02% of portfolio
|
Q4 2024
Added 3.39%
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
551,372
shares
|
$14.1 Million
1.15% of portfolio
|
Q1 2025
Added 10.4%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
544,099
shares
|
$13.9 Million
0.09% of portfolio
|
Q4 2024
Added 5.5%
|
|
|
Eaton Cambridge Inc.
Phoenix, AZ |
Jan 22, 2025 Q4 2024 |
537,287
shares
|
$13.7 Million
6.28% of portfolio
|
Q4 2024
Added 11.49%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
535,074
shares
|
$13.7 Million
0.05% of portfolio
|
Q4 2024
Added 12.7%
|
|
|
Planning Center, Inc.
|
Apr 18, 2025 Q1 2025 |
533,153
shares
|
$13.6 Million
2.35% of portfolio
|
Q1 2025
Added 4.92%
|
|
|
Flagstone Financial Management
Lincoln, NE |
Apr 21, 2025 Q1 2025 |
521,562
shares
|
$13.3 Million
4.45% of portfolio
|
Q1 2025
Added 3.53%
|
|
|
Bcr Wealth Strategies, LLC
|
Jan 29, 2025 Q4 2024 |
515,583
shares
|
$13.2 Million
6.32% of portfolio
|
Q4 2024
Added 7.49%
|
|
|
Ballentine Capital Advisors, Inc
Greenville, SC |
Feb 26, 2025 Q4 2024 |
514,133
shares
|
$13.1 Million
7.01% of portfolio
|
Q4 2024
Added 0.75%
|
|
|
Capstone Capital Wealth Advisors
Henderson, NV |
Jan 23, 2025 Q4 2024 |
499,505
shares
|
$12.8 Million
10.7% of portfolio
|
Q4 2024
Added 4.2%
|
|
|
Sageworth Trust CO
|
Jan 28, 2025 Q4 2024 |
485,033
shares
|
$12.4 Million
0.79% of portfolio
|
Q4 2024
Added 8.71%
|
|
|
Leonard Rickey Investment Advisors P.L.L.C.
|
Apr 15, 2025 Q1 2025 |
481,154
shares
|
$12.3 Million
2.71% of portfolio
|
Q1 2025
Added 143.69%
|
|
|
Heritage Investment Group, Inc.
|
Jan 28, 2025 Q4 2024 |
478,619
shares
|
$12.2 Million
2.36% of portfolio
|
Q4 2024
Added 10.22%
|
|
|
Evanson Asset Management, LLC
|
Jan 16, 2025 Q4 2024 |
470,601
shares
|
$12 Million
0.9% of portfolio
|
Q4 2024
Added 8.58%
|