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 347 institutions that hold shares in the stock, with a total of 132 Million shares, which have been reported (via 13F filing form) to have a value of $3.5 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
Nov 07, 2024 Q3 2024 |
202,875
shares
|
$5.39 Million
3.4% of portfolio
|
Q3 2024
Added 18.52%
|
|
Gradient Capital Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
201,075
shares
|
$5.34 Million
1.91% of portfolio
|
Q3 2024
Added 7.76%
|
|
Hiley Hunt Wealth Management
Omaha, NE |
Dec 17, 2024 Q3 2024 |
197,263
shares
|
$5.24 Million
3.18% of portfolio
|
Q3 2024
Added 3.62%
|
|
Quarry Hill Advisors, LLC
St Paul, MN |
Oct 24, 2024 Q3 2024 |
196,502
shares
|
$5.22 Million
3.7% of portfolio
|
Q3 2024
Reduced 12.48%
|
|
Hemington Wealth Management
|
Nov 12, 2024 Q3 2024 |
195,084
shares
|
$5.18 Million
1.43% of portfolio
|
Q3 2024
Added 69.27%
|
|
Vera Bank, N.A.
|
Nov 04, 2024 Q3 2024 |
194,059
shares
|
$5.16 Million
1.66% of portfolio
|
Q3 2024
Added 1.25%
|
|
Flputnam Investment Management CO
Portland, ME |
Nov 08, 2024 Q3 2024 |
193,586
shares
|
$5.14 Million
0.09% of portfolio
|
Q3 2024
Reduced 51.19%
|
|
Enzi Wealth
Austin, TX |
Oct 15, 2024 Q3 2024 |
183,853
shares
|
$4.88 Million
2.14% of portfolio
|
Q3 2024
Added 6.37%
|
|
Level Financial Advisors, Inc.
|
Oct 10, 2024 Q3 2024 |
181,576
shares
|
$4.82 Million
2.1% of portfolio
|
Q3 2024
Added 22.59%
|
|
Lutz Financial Services LLC
|
Oct 29, 2024 Q3 2024 |
180,512
shares
|
$4.8 Million
0.41% of portfolio
|
Q3 2024
Added 5.0%
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
176,000
shares
|
$4.68 Million
0.0% of portfolio
|
Q3 2024
Reduced 77.93%
|
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
Oct 23, 2024 Q3 2024 |
173,463
shares
|
$4.61 Million
3.32% of portfolio
|
Q3 2024
Added 8.6%
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
167,355
shares
|
$4.45 Million
0.01% of portfolio
|
Q3 2024
Added 5.96%
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
166,979
shares
|
$4.44 Million
0.0% of portfolio
|
Q3 2024
Added 1.09%
|
|
Tilson Financial Group, Inc.
New Providence, NJ |
Oct 28, 2024 Q3 2024 |
166,727
shares
|
$4.43 Million
2.21% of portfolio
|
Q3 2024
Added 8.17%
|
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
Oct 24, 2024 Q3 2024 |
164,473
shares
|
$4.37 Million
1.04% of portfolio
|
Q3 2024
Added 6.7%
|
|
Jnba Financial Advisors
|
Oct 30, 2024 Q3 2024 |
159,192
shares
|
$4.23 Million
0.46% of portfolio
|
Q3 2024
Reduced 15.5%
|
|
One Degree Advisors Inc
San Diego, CA |
Oct 18, 2024 Q3 2024 |
158,617
shares
|
$4.21 Million
1.9% of portfolio
|
Q3 2024
Added 5.06%
|
|
Pb Mares Wealth Management LLC
|
Oct 25, 2024 Q3 2024 |
158,048
shares
|
$4.2 Million
0.94% of portfolio
|
Q3 2024
Added 8.8%
|
|
Versant Capital Management, Inc
|
Oct 07, 2024 Q3 2024 |
149,501
shares
|
$3.97 Million
0.98% of portfolio
|
Q3 2024
Reduced 20.92%
|
|
Align Wealth Management, LLC
Oklahoma City, OK |
Jan 09, 2023 Q4 2022 |
149,425
shares
|
$3.97 Million
2.58% of portfolio
|
Q4 2022
New holding
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
149,344
shares
|
$3.97 Million
0.0% of portfolio
|
Q3 2024
Added 6.05%
|
|
Passive Capital Management, Llc.
Baltimore, MD |
Nov 15, 2024 Q3 2024 |
146,223
shares
|
$3.89 Million
1.44% of portfolio
|
Q3 2024
Added 4.76%
|
|
Simplicity Wealth,Llc
|
Oct 09, 2024 Q3 2024 |
141,818
shares
|
$3.77 Million
0.39% of portfolio
|
Q3 2024
Reduced 73.31%
|
|
Waypoint Wealth Partners Inc.
|
Nov 08, 2024 Q3 2024 |
136,575
shares
|
$3.63 Million
1.06% of portfolio
|
Q3 2024
Added 3.89%
|