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 441 institutions that hold shares in the stock, with a total of 160 Million shares, which have been reported (via 13F filing form) to have a value of $4.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Forum Financial Management, LP
Lombard, IL |
May 02, 2025 Q1 2025 |
16,581,359
shares
|
$468 Million
8.31% of portfolio
|
Q1 2025
Added 1.55%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
6,487,627
shares
|
$183 Million
0.29% of portfolio
|
Q1 2025
Added 9.52%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
May 15, 2025 Q1 2025 |
6,109,641
shares
|
$172 Million
2.63% of portfolio
|
Q1 2025
Added 18.83%
|
|
|
Truepoint, Inc.
|
May 12, 2025 Q1 2025 |
4,908,258
shares
|
$138 Million
3.62% of portfolio
|
Q1 2025
Added 3.44%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
4,475,530
shares
|
$126 Million
0.17% of portfolio
|
Q1 2025
Added 7.55%
|
|
|
Sequoia Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
4,207,753
shares
|
$119 Million
0.96% of portfolio
|
Q1 2025
Added 185.73%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
3,959,902
shares
|
$112 Million
1.18% of portfolio
|
Q2 2024
Added 24.66%
|
|
|
Parcion Private Wealth LLC
Bellevue, WA |
May 02, 2025 Q1 2025 |
2,890,675
shares
|
$81.5 Million
6.45% of portfolio
|
Q1 2025
Added 4.53%
|
|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
2,502,409
shares
|
$70.6 Million
5.48% of portfolio
|
Q1 2025
Added 1.88%
|
|
|
Evensky & Katz LLC
|
May 13, 2025 Q1 2025 |
2,436,220
shares
|
$68.7 Million
4.32% of portfolio
|
Q1 2025
Added 4.27%
|
|
|
Carlson Capital Management
|
Feb 10, 2025 Q4 2024 |
2,235,787
shares
|
$63 Million
4.25% of portfolio
|
Q4 2024
Added 0.08%
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
2,147,517
shares
|
$60.6 Million
2.77% of portfolio
|
Q3 2022
Added 42.71%
|
|
|
Jmg Financial Group, Ltd.
|
May 05, 2025 Q1 2025 |
1,954,026
shares
|
$55.1 Million
1.82% of portfolio
|
Q1 2025
Added 12.06%
|
|
|
Heritage Financial Services, LLC
|
May 14, 2025 Q1 2025 |
1,861,920
shares
|
$52.5 Million
4.97% of portfolio
|
Q1 2025
Reduced 23.12%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
1,787,265
shares
|
$50.4 Million
0.02% of portfolio
|
Q1 2025
Added 13.17%
|
|
|
Rw Investment Management LLC
Eagle, ID |
May 13, 2025 Q1 2025 |
1,780,739
shares
|
$50.2 Million
5.79% of portfolio
|
Q1 2025
Reduced 1.05%
|
|
|
Total Wealth Planning, LLC
|
Apr 15, 2025 Q1 2025 |
1,748,539
shares
|
$49.3 Million
7.6% of portfolio
|
Q1 2025
Added 6.41%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
1,708,521
shares
|
$48.2 Million
0.11% of portfolio
|
Q1 2025
Added 77.58%
|
|
|
Rockwood Wealth Management, LLC
New Hope, PA |
Apr 14, 2025 Q1 2025 |
1,636,424
shares
|
$46.1 Million
4.41% of portfolio
|
Q1 2025
Added 26.34%
|
|
|
Hill Investment Group Partners, LLC
St. Louis, MO |
May 14, 2025 Q1 2025 |
1,609,193
shares
|
$45.4 Million
5.85% of portfolio
|
Q1 2025
Reduced 1.69%
|
|
|
Wealthstream Advisors, Inc.
|
May 07, 2025 Q1 2025 |
1,482,039
shares
|
$41.8 Million
7.66% of portfolio
|
Q1 2025
Added 3.56%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
1,420,387
shares
|
$40.1 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Apella Capital, LLC
|
Apr 10, 2025 Q1 2025 |
1,358,092
shares
|
$38.3 Million
1.25% of portfolio
|
Q1 2025
Reduced 2.87%
|
|
|
Awm Capital, LLC
|
May 07, 2025 Q1 2025 |
1,335,874
shares
|
$37.7 Million
5.58% of portfolio
|
Q1 2025
Added 1.28%
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
1,302,929
shares
|
$36.7 Million
0.02% of portfolio
|
Q1 2025
Added 10.59%
|