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 |
|---|---|---|---|---|---|
|
Equita Financial Network, Inc.
Fort Washington, PA |
Apr 28, 2025 Q1 2025 |
496,329
shares
|
$14 Million
4.65% of portfolio
|
Q1 2025
Added 8.8%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
May 02, 2025 Q1 2025 |
491,989
shares
|
$13.9 Million
4.8% of portfolio
|
Q1 2025
Added 12.95%
|
|
|
Peirce Capital Management, LLC
The Woodlands, TX |
May 01, 2025 Q1 2025 |
490,156
shares
|
$13.8 Million
6.42% of portfolio
|
Q1 2025
Added 9.7%
|
|
|
Leonard Rickey Investment Advisors P.L.L.C.
|
Apr 15, 2025 Q1 2025 |
481,154
shares
|
$13.6 Million
2.71% of portfolio
|
Q1 2025
Added 143.69%
|
|
|
Vestmark Advisory Solutions, Inc.
|
May 13, 2025 Q1 2025 |
467,579
shares
|
$13.2 Million
0.35% of portfolio
|
Q1 2025
Added 10.7%
|
|
|
Emprise Bank
Wichita, KS |
Apr 01, 2025 Q1 2025 |
463,737
shares
|
$13.1 Million
6.57% of portfolio
|
Q1 2025
Added 32.6%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
May 12, 2025 Q1 2025 |
457,858
shares
|
$12.9 Million
0.96% of portfolio
|
Q1 2025
Added 8.78%
|
|
|
Verisail Partners, LLC
Chamblee, GA |
Apr 17, 2025 Q1 2025 |
456,724
shares
|
$12.9 Million
5.57% of portfolio
|
Q1 2025
Added 2.8%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
456,086
shares
|
$12.9 Million
3.37% of portfolio
|
Q3 2023
Added 6.41%
|
|
|
Aspen Capital Management, LLC
Boise, ID |
May 05, 2025 Q1 2025 |
451,901
shares
|
$12.7 Million
3.82% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
May 12, 2025 Q1 2025 |
451,519
shares
|
$12.7 Million
0.03% of portfolio
|
Q1 2025
Reduced 0.83%
|
|
|
Keb Asset Management, LLC
Springfield, IL |
May 09, 2025 Q1 2025 |
445,314
shares
|
$12.6 Million
3.76% of portfolio
|
Q1 2025
Added 15.21%
|
|
|
Bfsg, LLC
|
Apr 17, 2025 Q1 2025 |
434,275
shares
|
$12.2 Million
1.43% of portfolio
|
Q1 2025
Reduced 2.26%
|
|
|
Mattern Wealth Management LLC
|
Apr 23, 2025 Q1 2025 |
428,925
shares
|
$12.1 Million
2.71% of portfolio
|
Q1 2025
Added 4.84%
|
|
|
Guardian Partners Inc.
Toronto, Z4 |
May 15, 2025 Q1 2025 |
421,428
shares
|
$11.9 Million
1.11% of portfolio
|
Q1 2025
Added 5.41%
|
|
|
Waypoint Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
413,149
shares
|
$11.7 Million
2.86% of portfolio
|
Q3 2024
Added 88.09%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
404,811
shares
|
$11.4 Million
0.04% of portfolio
|
Q1 2025
Reduced 24.34%
|
|
|
Austin Wealth Management, LLC
Austin, TX |
Apr 30, 2025 Q1 2025 |
404,119
shares
|
$11.4 Million
2.15% of portfolio
|
Q1 2025
Reduced 5.47%
|
|
|
Guardian Capital Advisors LP
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
399,815
shares
|
$11.3 Million
1.16% of portfolio
|
Q3 2024
Added 51.19%
|
|
|
Hassell Wealth Management, LLC
Houma, LA |
Apr 16, 2025 Q1 2025 |
395,561
shares
|
$11.2 Million
4.32% of portfolio
|
Q1 2025
Added 5.66%
|
|
|
Squire Investment Management Company, LLC
Orem, UT |
May 08, 2025 Q1 2025 |
388,385
shares
|
$11 Million
4.28% of portfolio
|
Q1 2025
Added 12.74%
|
|
|
Advisory Services & Investments, LLC
|
Nov 12, 2024 Q3 2024 |
385,392
shares
|
$10.9 Million
8.26% of portfolio
|
Q3 2024
Reduced 5.54%
|
|
|
New Dimensions Wealth Management, LLC
Allen, TX |
May 15, 2025 Q1 2025 |
383,760
shares
|
$10.8 Million
10.15% of portfolio
|
Q1 2025
New holding
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
May 12, 2025 Q1 2025 |
381,801
shares
|
$10.8 Million
0.15% of portfolio
|
Q1 2025
Added 8.83%
|
|
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
May 06, 2025 Q1 2025 |
381,458
shares
|
$10.8 Million
5.07% of portfolio
|
Q1 2025
Added 0.28%
|