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 |
|---|---|---|---|---|---|
|
Forvis Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
1,292,491
shares
|
$36.4 Million
0.86% of portfolio
|
Q1 2025
Reduced 22.57%
|
|
|
En Rich Financial Partners LLC
Madison, WI |
Apr 25, 2025 Q1 2025 |
1,252,990
shares
|
$35.3 Million
11.13% of portfolio
|
Q1 2025
Added 6.1%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
1,188,488
shares
|
$33.5 Million
0.01% of portfolio
|
Q1 2025
Added 0.36%
|
|
|
Phillips Financial Management, LLC
|
Apr 30, 2025 Q1 2025 |
1,082,926
shares
|
$30.5 Million
2.31% of portfolio
|
Q1 2025
Added 10.55%
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
May 02, 2025 Q1 2025 |
1,073,214
shares
|
$30.3 Million
4.04% of portfolio
|
Q1 2025
Added 5.86%
|
|
|
Miramar Fiduciary Corp
Reno, NV |
May 14, 2025 Q1 2025 |
1,049,355
shares
|
$29.6 Million
24.99% of portfolio
|
Q1 2025
Added 6.79%
|
|
|
Savant Capital, LLC
|
May 08, 2025 Q1 2025 |
1,037,692
shares
|
$29.3 Million
0.21% of portfolio
|
Q1 2025
Reduced 0.78%
|
|
|
Great Oak Capital Partners, LLC
South Easton, MA |
Apr 22, 2025 Q1 2025 |
1,028,189
shares
|
$29 Million
8.71% of portfolio
|
Q4 2024
Added 4.08%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
1,026,009
shares
|
$28.9 Million
0.34% of portfolio
|
Q1 2025
Added 4.75%
|
|
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
Apr 24, 2025 Q1 2025 |
1,023,953
shares
|
$28.9 Million
4.7% of portfolio
|
Q1 2025
Added 1.68%
|
|
|
Relaxing Retirement Coach
|
Jul 26, 2023 Q2 2023 |
1,022,219
shares
|
$28.8 Million
7.68% of portfolio
|
Q2 2023
Added 7.36%
|
|
|
Kooman & Associates
Altoona, PA |
May 02, 2025 Q1 2025 |
975,029
shares
|
$27.5 Million
9.46% of portfolio
|
Q1 2025
Added 3.42%
|
|
|
Oakwell Private Wealth Management, LLC
|
May 05, 2025 Q1 2025 |
922,083
shares
|
$26 Million
6.74% of portfolio
|
Q1 2025
Reduced 0.35%
|
|
|
Brighton Jones LLC
|
Apr 17, 2025 Q1 2025 |
917,363
shares
|
$25.9 Million
0.82% of portfolio
|
Q1 2025
Added 8.81%
|
|
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
May 02, 2025 Q1 2025 |
906,190
shares
|
$25.6 Million
8.58% of portfolio
|
Q1 2025
Added 4.92%
|
|
|
Rather & Kittrell, Inc.
Knoxville, TN |
May 15, 2025 Q1 2025 |
902,077
shares
|
$25.4 Million
5.71% of portfolio
|
Q1 2025
Added 11.2%
|
|
|
Your Advocates Ltd., LLP
Houston, TX |
May 07, 2025 Q1 2025 |
899,749
shares
|
$25.4 Million
11.94% of portfolio
|
Q1 2025
Added 3.59%
|
|
|
Betterment LLC
New York, NY |
May 15, 2025 Q1 2025 |
877,048
shares
|
$24.7 Million
0.06% of portfolio
|
Q1 2025
Added 6.45%
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
859,867
shares
|
$24.2 Million
2.13% of portfolio
|
Q4 2023
Added 1.16%
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
May 14, 2025 Q1 2025 |
857,351
shares
|
$24.2 Million
2.68% of portfolio
|
Q1 2025
Added 31.44%
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Feb 14, 2025 Q4 2024 |
813,616
shares
|
$22.9 Million
2.26% of portfolio
|
Q4 2024
Added 66.33%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Apr 25, 2025 Q1 2025 |
775,807
shares
|
$21.9 Million
3.33% of portfolio
|
Q1 2025
Added 0.46%
|
|
|
Jackson Thornton Asset Management, LLC
|
Apr 29, 2025 Q1 2025 |
753,473
shares
|
$21.2 Million
2.53% of portfolio
|
Q1 2025
Added 16.22%
|
|
|
Hemington Wealth Management
|
May 09, 2025 Q1 2025 |
734,519
shares
|
$20.7 Million
3.01% of portfolio
|
Q1 2025
Added 203.53%
|
|
|
Pinnacle Financial Group, LLC
|
May 15, 2025 Q1 2025 |
712,538
shares
|
$20.1 Million
6.98% of portfolio
|
Q1 2025
Added 4.56%
|