Institutional Ownership Dimensional ETF Tr Emerging Mk (DEHP)
This table provides information about the institutional ownership of Dimensional ETF Tr Emerging Mk (DEHP). We have compiled data on the 72 institutions that hold shares in the stock, with a total of 5.28 Million shares, which have been reported (via 13F filing form) to have a value of $133 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Unison Advisors LLC
|
Oct 08, 2024 Q3 2024 |
1,230,422
shares
|
$30.9 Million
3.99% of portfolio
|
Q3 2024
Reduced 2.52%
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
478,943
shares
|
$12 Million
0.15% of portfolio
|
Q3 2024
Added 2.62%
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Nov 12, 2024 Q3 2024 |
243,432
shares
|
$6.12 Million
1.02% of portfolio
|
Q3 2024
Added 11.75%
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
239,708
shares
|
$6.02 Million
0.07% of portfolio
|
Q3 2024
New holding
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Oct 16, 2024 Q3 2024 |
221,642
shares
|
$5.57 Million
0.94% of portfolio
|
Q3 2024
Added 1.37%
|
|
Rfg Advisory, LLC
Birmingham, AL |
Oct 16, 2024 Q3 2024 |
221,638
shares
|
$5.57 Million
0.19% of portfolio
|
Q3 2024
Added 7.64%
|
|
Retirement Solution Inc.
|
Nov 01, 2024 Q3 2024 |
220,541
shares
|
$5.54 Million
3.46% of portfolio
|
Q3 2024
Reduced 1.19%
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
183,948
shares
|
$4.62 Million
0.03% of portfolio
|
Q3 2024
Added 64.94%
|
|
Vestmark Advisory Solutions, Inc.
|
Nov 14, 2024 Q3 2024 |
173,366
shares
|
$4.36 Million
0.19% of portfolio
|
Q3 2024
Added 12.44%
|
|
Fortress Wealth Management, Inc.
|
Oct 18, 2024 Q3 2024 |
128,743
shares
|
$3.24 Million
1.92% of portfolio
|
Q3 2024
New holding
|
|
Chicago Partners Investment Group LLC
|
Oct 28, 2024 Q3 2024 |
128,072
shares
|
$3.22 Million
0.12% of portfolio
|
Q3 2024
Added 1.15%
|
|
Von Borstel & Associates, Inc.
The Dalles, OR |
Oct 15, 2024 Q3 2024 |
126,530
shares
|
$3.18 Million
1.93% of portfolio
|
Q3 2024
New holding
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
117,580
shares
|
$2.95 Million
0.0% of portfolio
|
Q3 2024
Added 5.31%
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
116,860
shares
|
$2.94 Million
0.0% of portfolio
|
Q3 2024
Added 1.89%
|
|
Walden Wealth Partners LLC
Beachwood, OH |
Jul 10, 2024 Q2 2024 |
111,306
shares
|
$2.8 Million
1.62% of portfolio
|
Q2 2024
Added 2.77%
|
|
Sequoia Financial Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
88,784
shares
|
$2.23 Million
0.03% of portfolio
|
Q3 2024
Added 7.95%
|
|
Savant Capital, LLC
|
Nov 04, 2024 Q3 2024 |
83,831
shares
|
$2.11 Million
0.02% of portfolio
|
Q3 2024
New holding
|
|
Meredith Wealth Planning
Maryville, IL |
Oct 18, 2024 Q3 2024 |
74,809
shares
|
$1.88 Million
0.96% of portfolio
|
Q3 2024
Added 9.41%
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
73,895
shares
|
$1.86 Million
0.0% of portfolio
|
Q3 2024
Reduced 75.74%
|
|
Applied Capital LLC
|
Oct 18, 2024 Q3 2024 |
65,017
shares
|
$1.63 Million
0.94% of portfolio
|
Q3 2024
Added 3.02%
|
|
Alpha Financial Advisors, LLC
Charlotte, NC |
Oct 18, 2024 Q3 2024 |
59,513
shares
|
$1.5 Million
0.71% of portfolio
|
Q3 2024
Reduced 0.12%
|
|
Abel Hall, LLC
Baton Rouge, LA |
Nov 15, 2024 Q3 2024 |
50,905
shares
|
$1.28 Million
0.9% of portfolio
|
Q3 2024
Reduced 1.03%
|
|
Jpmorgan Chase & CO
New York, NY |
Dec 26, 2024 Q3 2024 |
50,042
shares
|
$1.26 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.77%
|
|
Yeomans Consulting Group, Inc.
Marietta, GA |
Oct 24, 2024 Q3 2024 |
49,642
shares
|
$1.25 Million
0.5% of portfolio
|
Q3 2024
Added 2.37%
|
|
Lodestone Wealth Management LLC
Spokane, WA |
Oct 29, 2024 Q3 2024 |
49,298
shares
|
$1.24 Million
0.69% of portfolio
|
Q3 2024
Reduced 3.23%
|