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 368 institutions that hold shares in the stock, with a total of 1.15 Billion shares, which have been reported (via 13F filing form) to have a value of $30.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Level Financial Advisors, Inc.
|
Jan 22, 2025 Q4 2024 |
227,227
shares
|
$5.96 Million
2.37% of portfolio
|
Q4 2024
Added 25.14%
|
|
|
American Investment Services, Inc.
|
Nov 14, 2024 Q3 2024 |
226,769
shares
|
$5.95 Million
1.09% of portfolio
|
Q3 2024
Reduced 0.98%
|
|
|
Gradient Capital Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
214,447
shares
|
$5.62 Million
1.85% of portfolio
|
Q4 2024
Added 6.65%
|
|
|
Mills Wealth Advisors LLC
Southlake, TX |
Oct 21, 2024 Q3 2024 |
214,008
shares
|
$5.61 Million
4.15% of portfolio
|
Q3 2024
Added 12.66%
|
|
|
Studio Investment Management LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
212,673
shares
|
$5.58 Million
1.3% of portfolio
|
Q3 2024
Added 9.96%
|
|
|
Hiley Hunt Wealth Management
Omaha, NE |
Jan 06, 2025 Q4 2024 |
212,641
shares
|
$5.58 Million
3.09% of portfolio
|
Q4 2024
Added 7.8%
|
|
|
O'Connor Financial Group LLC
Quincy, IL |
Jan 06, 2025 Q4 2024 |
210,101
shares
|
$5.51 Million
2.88% of portfolio
|
Q4 2024
Added 3.0%
|
|
|
Quarry Hill Advisors, LLC
St Paul, MN |
Jan 28, 2025 Q4 2024 |
209,238
shares
|
$5.49 Million
3.69% of portfolio
|
Q4 2024
Added 6.48%
|
|
|
Leonard Rickey Investment Advisors P.L.L.C.
|
Jan 16, 2025 Q4 2024 |
197,443
shares
|
$5.18 Million
1.19% of portfolio
|
Q4 2024
Added 45.06%
|
|
|
Enzi Wealth
Austin, TX |
Jan 23, 2025 Q4 2024 |
194,070
shares
|
$5.09 Million
2.09% of portfolio
|
Q4 2024
Added 5.56%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Nov 08, 2024 Q3 2024 |
193,586
shares
|
$5.08 Million
0.09% of portfolio
|
Q3 2024
Reduced 51.19%
|
|
|
Lutz Financial Services LLC
|
Oct 29, 2024 Q3 2024 |
180,512
shares
|
$4.73 Million
0.41% of portfolio
|
Q3 2024
Added 5.0%
|
|
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
Jan 28, 2025 Q4 2024 |
176,492
shares
|
$4.63 Million
1.0% of portfolio
|
Q4 2024
Added 7.31%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Dec 26, 2024 Q3 2024 |
176,000
shares
|
$4.61 Million
0.0% of portfolio
|
Q3 2024
Reduced 77.93%
|
|
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
Oct 23, 2024 Q3 2024 |
173,463
shares
|
$4.55 Million
3.32% of portfolio
|
Q3 2024
Added 8.6%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
171,321
shares
|
$4.49 Million
0.01% of portfolio
|
Q4 2024
Added 2.37%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
166,979
shares
|
$4.38 Million
0.0% of portfolio
|
Q3 2024
Added 1.09%
|
|
|
Tilson Financial Group, Inc.
New Providence, NJ |
Oct 28, 2024 Q3 2024 |
166,727
shares
|
$4.37 Million
2.21% of portfolio
|
Q3 2024
Added 8.17%
|
|
|
Davenport & CO LLC
|
Jan 24, 2025 Q4 2024 |
164,928
shares
|
$4.32 Million
0.03% of portfolio
|
Q4 2024
Added 25.9%
|
|
|
Pb Mares Wealth Management LLC
|
Jan 24, 2025 Q4 2024 |
160,902
shares
|
$4.22 Million
0.87% of portfolio
|
Q4 2024
Added 1.81%
|
|
|
One Degree Advisors Inc
San Diego, CA |
Oct 18, 2024 Q3 2024 |
158,617
shares
|
$4.16 Million
1.9% of portfolio
|
Q3 2024
Added 5.06%
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Jan 21, 2025 Q4 2024 |
156,923
shares
|
$4.11 Million
1.07% of portfolio
|
Q4 2024
Added 37.51%
|
|
|
Wealth Advisors Northwest LLC
Portland, OR |
Jan 29, 2025 Q4 2024 |
156,567
shares
|
$4.11 Million
2.79% of portfolio
|
Q4 2024
New holding
|
|
|
Versant Capital Management, Inc
|
Jan 02, 2025 Q4 2024 |
154,898
shares
|
$4.06 Million
0.89% of portfolio
|
Q4 2024
Added 3.61%
|
|
|
Align Wealth Management, LLC
Oklahoma City, OK |
Jan 09, 2023 Q4 2022 |
149,425
shares
|
$3.92 Million
2.58% of portfolio
|
Q4 2022
New holding
|