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 |
|---|---|---|---|---|---|
|
Helen Stephens Group, LLC
|
Oct 08, 2024 Q3 2024 |
58,614
shares
|
$1.56 Million
0.5% of portfolio
|
Q3 2024
Added 7.51%
|
|
|
Financial Alternatives, Inc
La Jolla, CA |
Nov 14, 2024 Q3 2024 |
57,815
shares
|
$1.54 Million
1.14% of portfolio
|
Q3 2024
Reduced 3.58%
|
|
|
Hurlow Wealth Management Group, Inc.
|
Oct 07, 2024 Q3 2024 |
56,398
shares
|
$1.5 Million
0.5% of portfolio
|
Q3 2024
Added 52.51%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
54,576
shares
|
$1.45 Million
0.19% of portfolio
|
Q3 2024
Added 8.0%
|
|
|
Kathleen S. Wright Associates Inc.
|
Oct 11, 2024 Q3 2024 |
54,419
shares
|
$1.45 Million
0.62% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Oct 21, 2024 Q3 2024 |
52,880
shares
|
$1.41 Million
0.89% of portfolio
|
Q2 2024
Added 89.72%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 16, 2024 Q3 2024 |
49,431
shares
|
$1.31 Million
0.04% of portfolio
|
Q3 2024
Added 18.48%
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
49,171
shares
|
$1.31 Million
0.03% of portfolio
|
Q2 2024
Added 18.93%
|
|
|
Meritas Wealth Management, LLC
Larkspur, CA |
Oct 03, 2024 Q3 2024 |
47,774
shares
|
$1.27 Million
0.83% of portfolio
|
Q3 2024
Added 6.64%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
47,544
shares
|
$1.26 Million
0.06% of portfolio
|
Q3 2023
Reduced 0.78%
|
|
|
Core Wealth Management, Inc.
Jupiter, FL |
Oct 31, 2024 Q3 2024 |
46,107
shares
|
$1.23 Million
0.5% of portfolio
|
Q2 2024
Added 0.45%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
45,555
shares
|
$1.21 Million
0.07% of portfolio
|
Q4 2023
Reduced 0.32%
|
|
|
Liberty Capital Management, Inc.
|
Oct 22, 2024 Q3 2024 |
43,199
shares
|
$1.15 Million
0.27% of portfolio
|
Q3 2024
Added 2.98%
|
|
|
Morris Financial Concepts, Inc.
|
Oct 30, 2024 Q3 2024 |
42,816
shares
|
$1.14 Million
0.53% of portfolio
|
Q3 2024
Added 20.49%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
42,755
shares
|
$1.14 Million
0.01% of portfolio
|
Q3 2024
Reduced 46.73%
|
|
|
Asset Planning Corporation
|
Oct 21, 2024 Q3 2024 |
41,797
shares
|
$1.11 Million
0.77% of portfolio
|
Q3 2024
Added 3.2%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
41,388
shares
|
$1.1 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Live Oak Private Wealth LLC
|
Oct 22, 2024 Q3 2024 |
41,135
shares
|
$1.09 Million
0.2% of portfolio
|
Q2 2024
Reduced 5.47%
|
|
|
Jfs Wealth Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
40,989
shares
|
$1.09 Million
0.08% of portfolio
|
Q3 2024
Added 26.16%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
39,796
shares
|
$1.06 Million
0.06% of portfolio
|
Q3 2024
Added 2.14%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Oct 23, 2024 Q3 2024 |
39,114
shares
|
$1.04 Million
0.14% of portfolio
|
Q3 2024
Reduced 2.44%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Oct 24, 2024 Q3 2024 |
38,296
shares
|
$1.02 Million
0.15% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Copperleaf Capital, LLC
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
35,459
shares
|
$942,145
0.87% of portfolio
|
Q3 2024
Added 3.22%
|
|
|
Fmb Wealth Management
Westlake Village, CA |
Nov 01, 2024 Q3 2024 |
35,098
shares
|
$932,553
0.56% of portfolio
|
Q3 2024
Added 63.91%
|
|
|
Red Lighthouse Investment Management, LLC
New York, NY |
Nov 01, 2024 Q3 2024 |
33,830
shares
|
$898,863
0.37% of portfolio
|
Q3 2024
Added 5.49%
|