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 325 institutions that hold shares in the stock, with a total of 124 Million shares, which have been reported (via 13F filing form) to have a value of $3.52 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
78,523
shares
|
$2.23 Million
1.74% of portfolio
|
Q4 2023
Added 9.87%
|
|
Keyes, Stange & Wooten Wealth Management, LLC
Palm Coast, FL |
Jul 23, 2024 Q2 2024 |
75,689
shares
|
$2.15 Million
1.41% of portfolio
|
Q2 2024
Reduced 2.77%
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Aug 13, 2024 Q2 2024 |
73,971
shares
|
$2.1 Million
0.09% of portfolio
|
Q2 2024
Added 6.55%
|
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
Jul 12, 2024 Q2 2024 |
73,454
shares
|
$2.09 Million
1.15% of portfolio
|
Q2 2024
Added 5.11%
|
|
Shanker Valleau Wealth Advisors, Inc.
|
Jul 02, 2024 Q2 2024 |
72,847
shares
|
$2.07 Million
0.83% of portfolio
|
Q2 2024
Reduced 0.64%
|
|
Legacy Financial Group, Inc.
Tulsa, OK |
Aug 12, 2024 Q2 2024 |
72,246
shares
|
$2.05 Million
0.73% of portfolio
|
Q2 2024
Added 5.29%
|
|
Aveo Capital Partners, LLC
|
Aug 02, 2024 Q2 2024 |
69,923
shares
|
$1.99 Million
0.22% of portfolio
|
Q1 2024
Reduced 1.45%
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 12, 2024 Q2 2024 |
68,422
shares
|
$1.95 Million
0.02% of portfolio
|
Q2 2024
Reduced 40.81%
|
|
Shore Point Advisors, LLC
|
Jul 16, 2024 Q2 2024 |
65,905
shares
|
$1.87 Million
1.03% of portfolio
|
Q2 2024
Added 19.03%
|
|
Strengthening Families & Communities, LLC
|
Jul 22, 2024 Q2 2024 |
65,838
shares
|
$1.87 Million
0.5% of portfolio
|
Q2 2024
Added 3.97%
|
|
Wms Partners, LLC
|
Aug 14, 2024 Q2 2024 |
64,687
shares
|
$1.84 Million
0.11% of portfolio
|
Q2 2024
Reduced 17.78%
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Aug 02, 2024 Q2 2024 |
64,152
shares
|
$1.82 Million
0.19% of portfolio
|
Q2 2024
New holding
|
|
Sageworth Trust CO Of South Dakota
|
Jul 16, 2024 Q2 2024 |
63,800
shares
|
$1.81 Million
2.61% of portfolio
|
Q2 2024
Added 58.6%
|
|
Northwest Wealth Management, LLC
|
Aug 05, 2024 Q2 2024 |
62,581
shares
|
$1.78 Million
0.44% of portfolio
|
Q2 2024
Added 56.7%
|
|
American Capital Advisory, LLC
Ketchum, ID |
Jul 29, 2024 Q2 2024 |
60,947
shares
|
$1.73 Million
1.09% of portfolio
|
Q2 2024
Added 64.52%
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2024 Q2 2024 |
60,023
shares
|
$1.71 Million
0.11% of portfolio
|
Q2 2024
Added 5.74%
|
|
Financial Alternatives, Inc
La Jolla, CA |
Aug 07, 2024 Q2 2024 |
59,959
shares
|
$1.7 Million
1.2% of portfolio
|
Q2 2024
Reduced 1.23%
|
|
Austin Asset Management CO Inc
|
Aug 12, 2024 Q2 2024 |
57,990
shares
|
$1.65 Million
0.34% of portfolio
|
Q2 2024
New holding
|
|
Helen Stephens Group, LLC
|
Jul 10, 2024 Q2 2024 |
54,519
shares
|
$1.55 Million
0.51% of portfolio
|
Q2 2024
Reduced 0.1%
|
|
Kathleen S. Wright Associates Inc.
|
Jul 17, 2024 Q2 2024 |
54,412
shares
|
$1.55 Million
0.66% of portfolio
|
Q2 2024
Added 12.45%
|
|
Cahill Wealth Management, LLC
Portage, MI |
Aug 13, 2024 Q2 2024 |
53,712
shares
|
$1.53 Million
0.86% of portfolio
|
Q2 2024
Added 5.88%
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Jul 31, 2024 Q2 2024 |
52,880
shares
|
$1.5 Million
0.89% of portfolio
|
Q2 2024
Added 89.72%
|
|
Financial Counselors Inc
|
Aug 01, 2024 Q2 2024 |
50,928
shares
|
$1.45 Million
0.02% of portfolio
|
Q2 2024
Added 25.36%
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 13, 2024 Q2 2024 |
50,535
shares
|
$1.44 Million
0.22% of portfolio
|
Q2 2024
Reduced 2.5%
|
|
Parallel Advisors, LLC
|
Aug 08, 2024 Q2 2024 |
49,171
shares
|
$1.4 Million
0.03% of portfolio
|
Q2 2024
Added 18.93%
|