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 483 institutions that hold shares in the stock, with a total of 166 Million shares, which have been reported (via 13F filing form) to have a value of $5.37 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kondo Wealth Advisors, Inc.
Pasadena, CA |
Jul 29, 2025 Q2 2025 |
415,646
shares
|
$13.5 Million
5.46% of portfolio
|
Q2 2025
Added 5.2%
|
|
|
Waypoint Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
413,149
shares
|
$13.4 Million
2.86% of portfolio
|
Q3 2024
Added 88.09%
|
|
|
Hassell Wealth Management, LLC
Houma, LA |
Jul 25, 2025 Q2 2025 |
406,344
shares
|
$13.2 Million
4.56% of portfolio
|
Q2 2025
Added 2.73%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Aug 14, 2025 Q2 2025 |
404,737
shares
|
$13.1 Million
1.06% of portfolio
|
Q2 2025
Added 28.23%
|
|
|
Guardian Capital Advisors LP
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
399,815
shares
|
$13 Million
1.16% of portfolio
|
Q3 2024
Added 51.19%
|
|
|
New Dimensions Wealth Management, LLC
Allen, TX |
Aug 06, 2025 Q2 2025 |
390,571
shares
|
$12.7 Million
10.57% of portfolio
|
Q2 2025
Added 1.77%
|
|
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
Oct 17, 2025 Q3 2025 |
390,079
shares
|
$12.6 Million
4.05% of portfolio
|
Q3 2025
Added 4.42%
|
|
|
Straight Path Wealth Management
|
Jul 29, 2025 Q2 2025 |
388,018
shares
|
$12.6 Million
4.4% of portfolio
|
Q2 2025
Added 10.71%
|
|
|
Advisory Services & Investments, LLC
|
Nov 12, 2024 Q3 2024 |
385,392
shares
|
$12.5 Million
8.26% of portfolio
|
Q3 2024
Reduced 5.54%
|
|
|
Cravens & CO Advisors, LLC
Cookeville, TN |
Aug 12, 2025 Q2 2025 |
371,990
shares
|
$12 Million
8.24% of portfolio
|
Q2 2025
Reduced 0.06%
|
|
|
Discipline Wealth Solutions, LLC
Greenville, SC |
Oct 21, 2025 Q3 2025 |
369,842
shares
|
$12 Million
3.35% of portfolio
|
Q3 2025
Added 19.87%
|
|
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
Oct 14, 2025 Q3 2025 |
365,026
shares
|
$11.8 Million
5.11% of portfolio
|
Q3 2025
Reduced 0.28%
|
|
|
Financial Symmetry Inc
Raleigh, NC |
Jul 29, 2025 Q2 2025 |
363,693
shares
|
$11.8 Million
5.57% of portfolio
|
Q2 2025
Added 5.77%
|
|
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
Jul 28, 2025 Q2 2025 |
350,705
shares
|
$11.4 Million
5.0% of portfolio
|
Q2 2025
Reduced 3.5%
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
Aug 13, 2025 Q2 2025 |
350,169
shares
|
$11.3 Million
2.73% of portfolio
|
Q2 2025
Added 1.18%
|
|
|
Watchman Group, Inc.
Plano, TX |
Aug 12, 2025 Q2 2025 |
349,620
shares
|
$11.3 Million
3.25% of portfolio
|
Q2 2025
Reduced 0.12%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
349,442
shares
|
$11.3 Million
0.02% of portfolio
|
Q2 2025
Added 7.72%
|
|
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
Oct 15, 2025 Q3 2025 |
339,997
shares
|
$11 Million
4.41% of portfolio
|
Q3 2025
Added 2.77%
|
|
|
Bridge Generations Wealth Management LLC
South Miami, FL |
Jul 17, 2025 Q2 2025 |
336,781
shares
|
$10.9 Million
6.06% of portfolio
|
Q2 2025
Reduced 4.8%
|
|
|
Jgp Wealth Management, LLC
|
Oct 15, 2025 Q3 2025 |
336,698
shares
|
$10.9 Million
1.22% of portfolio
|
Q3 2025
Reduced 1.4%
|
|
|
Kaufman Rossin Wealth, LLC
Miami, FL |
Oct 14, 2025 Q3 2025 |
333,617
shares
|
$10.8 Million
5.86% of portfolio
|
Q3 2025
Added 3.73%
|
|
|
Blume Capital Management, Inc.
Berkeley, CA |
Jul 30, 2025 Q2 2025 |
333,261
shares
|
$10.8 Million
2.05% of portfolio
|
Q2 2025
Added 6.44%
|
|
|
Vannoy Advisory Group, Inc.
Round Rock, TX |
Oct 21, 2025 Q3 2025 |
329,363
shares
|
$10.7 Million
6.9% of portfolio
|
Q3 2025
Reduced 2.14%
|
|
|
Trust CO Of The South
Greensboro, NC |
Oct 02, 2025 Q3 2025 |
322,829
shares
|
$10.5 Million
1.72% of portfolio
|
Q3 2025
Added 2.27%
|
|
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
Oct 15, 2025 Q3 2025 |
322,163
shares
|
$10.4 Million
1.88% of portfolio
|
Q3 2025
Added 1.8%
|