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 372 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 $30.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Elser Financial Planning, Inc
Indianapolis, IN |
Jan 28, 2025 Q4 2024 |
1,018,165,805
shares
|
$26.9 Billion
1.6% of portfolio
|
Q4 2024
New holding
|
|
|
Forum Financial Management, LP
Lombard, IL |
Oct 29, 2024 Q3 2024 |
15,566,049
shares
|
$412 Million
8.36% of portfolio
|
Q3 2024
Added 3.27%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
5,764,376
shares
|
$153 Million
0.23% of portfolio
|
Q3 2024
Added 5.52%
|
|
|
Truepoint, Inc.
|
Nov 12, 2024 Q3 2024 |
4,437,796
shares
|
$117 Million
3.42% of portfolio
|
Q3 2024
Added 4.82%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
3,993,410
shares
|
$106 Million
0.16% of portfolio
|
Q3 2024
Added 0.71%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
3,959,902
shares
|
$105 Million
1.18% of portfolio
|
Q2 2024
Added 24.66%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 14, 2024 Q3 2024 |
3,950,987
shares
|
$105 Million
2.54% of portfolio
|
Q3 2024
Added 14.96%
|
|
|
Parcion Private Wealth LLC
Bellevue, WA |
Feb 03, 2025 Q4 2024 |
2,765,275
shares
|
$73.2 Million
5.69% of portfolio
|
Q4 2024
Added 5.59%
|
|
|
Asset Dedication, LLC
|
Jan 22, 2025 Q4 2024 |
2,456,117
shares
|
$65 Million
5.15% of portfolio
|
Q4 2024
Added 3.23%
|
|
|
Heritage Financial Services, LLC
|
Jan 23, 2025 Q4 2024 |
2,421,903
shares
|
$64.1 Million
8.65% of portfolio
|
Q4 2024
Added 4.02%
|
|
|
Evensky & Katz LLC
|
Oct 08, 2024 Q3 2024 |
2,279,423
shares
|
$60.3 Million
4.18% of portfolio
|
Q3 2024
Added 3.78%
|
|
|
Carlson Capital Management
|
Nov 13, 2024 Q3 2024 |
2,234,055
shares
|
$59.1 Million
4.48% of portfolio
|
Q3 2024
Added 10.82%
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
2,147,517
shares
|
$56.8 Million
2.77% of portfolio
|
Q3 2022
Added 42.71%
|
|
|
Rw Investment Management LLC
Eagle, ID |
Feb 03, 2025 Q4 2024 |
1,799,716
shares
|
$47.6 Million
5.74% of portfolio
|
Q4 2024
Added 3.75%
|
|
|
Jmg Financial Group, Ltd.
|
Feb 03, 2025 Q4 2024 |
1,743,671
shares
|
$46.1 Million
1.61% of portfolio
|
Q4 2024
Added 12.53%
|
|
|
Forvis Wealth Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
1,669,149
shares
|
$44.2 Million
1.04% of portfolio
|
Q4 2024
Reduced 9.64%
|
|
|
Total Wealth Planning, LLC
|
Jan 15, 2025 Q4 2024 |
1,643,155
shares
|
$43.5 Million
7.12% of portfolio
|
Q4 2024
Added 6.8%
|
|
|
Hill Investment Group Partners, LLC
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
1,577,993
shares
|
$41.8 Million
5.88% of portfolio
|
Q3 2024
Added 0.1%
|
|
|
Wealthstream Advisors, Inc.
|
Feb 04, 2025 Q4 2024 |
1,431,103
shares
|
$37.9 Million
7.22% of portfolio
|
Q4 2024
Added 4.71%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
1,399,245
shares
|
$37 Million
0.02% of portfolio
|
Q3 2024
Added 8.65%
|
|
|
Apella Capital, LLC
|
Jan 14, 2025 Q4 2024 |
1,398,252
shares
|
$37 Million
1.44% of portfolio
|
Q4 2024
Added 26.77%
|
|
|
Awm Capital, LLC
|
Feb 05, 2025 Q4 2024 |
1,319,047
shares
|
$34.9 Million
5.79% of portfolio
|
Q4 2024
Added 2.73%
|
|
|
Rockwood Wealth Management, LLC
New Hope, PA |
Jan 21, 2025 Q4 2024 |
1,295,263
shares
|
$34.3 Million
3.66% of portfolio
|
Q4 2024
Added 32.11%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
1,186,364
shares
|
$31.4 Million
0.37% of portfolio
|
Q3 2024
Added 9.31%
|
|
|
En Rich Financial Partners LLC
Madison, WI |
Nov 07, 2024 Q3 2024 |
1,139,946
shares
|
$30.2 Million
10.72% of portfolio
|
Q3 2024
Added 4.71%
|