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 325 institutions that hold shares in the stock, with a total of 124 Million shares, which have been reported (via 13F filing form) to have a value of $3.52 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Forum Financial Management, LP
Lombard, IL |
Jul 30, 2024 Q2 2024 |
15,072,710
shares
|
$429 Million
8.3% of portfolio
|
Q2 2024
Reduced 4.74%
|
|
Ci Private Wealth, LLC
Miami, FL |
Aug 13, 2024 Q2 2024 |
5,462,732
shares
|
$155 Million
0.26% of portfolio
|
Q2 2024
Added 7.88%
|
|
Truepoint, Inc.
|
Aug 05, 2024 Q2 2024 |
4,233,699
shares
|
$120 Million
3.28% of portfolio
|
Q2 2024
Added 3.82%
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 13, 2024 Q2 2024 |
3,965,449
shares
|
$113 Million
0.17% of portfolio
|
Q2 2024
Added 1.94%
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
3,959,902
shares
|
$113 Million
1.18% of portfolio
|
Q2 2024
Added 24.66%
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Aug 13, 2024 Q2 2024 |
3,436,789
shares
|
$97.7 Million
2.62% of portfolio
|
Q2 2024
Added 26.97%
|
|
Parcion Private Wealth LLC
Bellevue, WA |
Aug 06, 2024 Q2 2024 |
2,452,251
shares
|
$69.7 Million
6.08% of portfolio
|
Q2 2024
Reduced 29.52%
|
|
Heritage Financial Services, LLC
|
Jul 23, 2024 Q2 2024 |
2,243,881
shares
|
$63.8 Million
8.84% of portfolio
|
Q2 2024
Added 2.81%
|
|
Asset Dedication, LLC
|
Aug 06, 2024 Q2 2024 |
2,203,297
shares
|
$62.6 Million
4.13% of portfolio
|
Q2 2024
Added 7.66%
|
|
Evensky & Katz LLC
|
Jul 26, 2024 Q2 2024 |
2,196,466
shares
|
$62.4 Million
4.09% of portfolio
|
Q2 2024
Added 3.34%
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
2,147,517
shares
|
$61.1 Million
2.77% of portfolio
|
Q3 2022
Added 42.71%
|
|
Carlson Capital Management
|
Jul 11, 2024 Q2 2024 |
2,016,008
shares
|
$57.3 Million
4.28% of portfolio
|
Q2 2024
Added 3.54%
|
|
Forvis Wealth Advisors, LLC
|
Aug 09, 2024 Q2 2024 |
1,892,969
shares
|
$53.8 Million
1.28% of portfolio
|
Q2 2024
Added 2.26%
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
1,850,110
shares
|
$52.6 Million
0.06% of portfolio
|
Q2 2024
Added 7.37%
|
|
Rw Investment Management LLC
Eagle, ID |
Aug 13, 2024 Q2 2024 |
1,679,410
shares
|
$47.7 Million
6.07% of portfolio
|
Q2 2024
Added 2.82%
|
|
Hill Investment Group Partners, LLC
St. Louis, MO |
Aug 02, 2024 Q2 2024 |
1,576,460
shares
|
$44.8 Million
5.65% of portfolio
|
Q2 2024
Added 2.74%
|
|
Total Wealth Planning, LLC
|
Aug 02, 2024 Q2 2024 |
1,427,299
shares
|
$40.6 Million
6.84% of portfolio
|
Q2 2024
Added 7.0%
|
|
Jmg Financial Group, Ltd.
|
Jul 30, 2024 Q2 2024 |
1,323,293
shares
|
$37.6 Million
1.36% of portfolio
|
Q2 2024
Added 12.12%
|
|
Savant Capital, LLC
|
Aug 05, 2024 Q2 2024 |
1,300,107
shares
|
$37 Million
0.34% of portfolio
|
Q2 2024
Added 103.89%
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
1,287,874
shares
|
$36.6 Million
0.02% of portfolio
|
Q2 2024
Added 30.86%
|
|
Oakwell Private Wealth Management, LLC
|
Aug 08, 2024 Q2 2024 |
1,188,346
shares
|
$33.8 Million
8.97% of portfolio
|
Q2 2024
Added 8.67%
|
|
Awm Capital, LLC
|
Aug 12, 2024 Q2 2024 |
1,187,885
shares
|
$33.8 Million
6.35% of portfolio
|
Q2 2024
Added 5.23%
|
|
En Rich Financial Partners LLC
Madison, WI |
Aug 13, 2024 Q2 2024 |
1,088,680
shares
|
$31 Million
10.67% of portfolio
|
Q2 2024
Added 2.17%
|
|
Sequoia Financial Advisors, LLC
|
Jul 15, 2024 Q2 2024 |
1,085,285
shares
|
$30.9 Million
0.36% of portfolio
|
Q2 2024
Added 12.28%
|
|
Apella Capital, LLC
|
Jul 10, 2024 Q2 2024 |
1,025,218
shares
|
$29.1 Million
1.26% of portfolio
|
Q2 2024
Added 11.51%
|