Institutional Ownership Dimensional ETF Tr Dimen Emrgn (DFSE)
This table provides information about the institutional ownership of Dimensional ETF Tr Dimen Emrgn (DFSE). We have compiled data on the 135 institutions that hold shares in the stock, with a total of 6.73 Million shares, which have been reported (via 13F filing form) to have a value of $0.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Awm Capital, LLC
|
Feb 05, 2025 Q4 2024 |
851,592
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 3.98%
|
|
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
Apr 08, 2025 Q1 2025 |
583,918
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 5.93%
|
|
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
Jan 16, 2025 Q4 2024 |
520,527
shares
|
$0
2.58% of portfolio
|
Q4 2024
Added 14.95%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Feb 20, 2025 Q4 2024 |
388,959
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 4.26%
|
|
|
Five Oceans Advisors
|
Apr 18, 2025 Q1 2025 |
332,401
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 0.73%
|
|
|
Citrine Capital LLC
San Francisco, CA |
Apr 22, 2025 Q1 2025 |
302,513
shares
|
$0
6.38% of portfolio
|
Q1 2025
Added 6.24%
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
285,830
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 4.56%
|
|
|
Retirement Solution Inc.
|
Apr 17, 2025 Q1 2025 |
262,876
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 25.61%
|
|
|
Vista Wealth Management Group, LLC
|
Apr 17, 2025 Q1 2025 |
210,308
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 1.91%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Feb 14, 2025 Q4 2024 |
165,620
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 49.21%
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Feb 14, 2025 Q4 2024 |
124,850
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 121.27%
|
|
|
Francis Financial, Inc.
New York, NY |
Feb 14, 2025 Q4 2024 |
120,557
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 0.97%
|
|
|
Savant Capital, LLC
|
Jan 28, 2025 Q4 2024 |
120,274
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 17.93%
|
|
|
Wealth Architects, LLC
|
Feb 10, 2025 Q4 2024 |
107,723
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 15.39%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
99,736
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 0.21%
|
|
|
Balanced Rock Investment Advisor
Roslindale, MA |
Feb 13, 2025 Q4 2024 |
84,002
shares
|
$0
2.2% of portfolio
|
Q4 2024
New holding
|
|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
80,193
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 8.44%
|
|
|
Greenspring Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
74,120
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 44.44%
|
|
|
Heritage Financial Services, LLC
|
Jan 23, 2025 Q4 2024 |
73,914
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 0.66%
|
|
|
New Capital Management LP
|
Apr 29, 2025 Q1 2025 |
69,258
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 11.33%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
68,072
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 0.01%
|
|
|
Brighton Jones LLC
|
Apr 17, 2025 Q1 2025 |
64,482
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 8.41%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Feb 10, 2025 Q4 2024 |
62,358
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 3.86%
|
|
|
Townsquare Capital LLC
|
Feb 13, 2025 Q4 2024 |
61,953
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 4.0%
|
|
|
Allodium Investment Consultants, LLC
Minneapolis, MN |
Apr 23, 2025 Q1 2025 |
61,119
shares
|
$0
1.52% of portfolio
|
Q1 2025
Added 4.38%
|