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 129 institutions that hold shares in the stock, with a total of 6.69 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 |
Jan 13, 2025 Q4 2024 |
551,222
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 0.06%
|
|
|
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
|
Jan 24, 2025 Q4 2024 |
329,979
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 4.67%
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
285,830
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 4.56%
|
|
|
Citrine Capital LLC
San Francisco, CA |
Jan 27, 2025 Q4 2024 |
284,748
shares
|
$0
6.95% of portfolio
|
Q4 2024
New holding
|
|
|
Retirement Solution Inc.
|
Feb 07, 2025 Q4 2024 |
209,281
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 0.85%
|
|
|
Vista Wealth Management Group, LLC
|
Jan 27, 2025 Q4 2024 |
206,360
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 10.26%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Feb 14, 2025 Q4 2024 |
165,620
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 49.21%
|
|
|
Greenspring Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
133,416
shares
|
$0
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
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%
|
|
|
Elser Financial Planning, Inc
Indianapolis, IN |
Jan 28, 2025 Q4 2024 |
118,424
shares
|
$0
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
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
|
Jan 10, 2025 Q4 2024 |
100,694
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 16.78%
|
|
|
Asset Dedication, LLC
|
Jan 22, 2025 Q4 2024 |
87,582
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 6.42%
|
|
|
Balanced Rock Investment Advisor
Roslindale, MA |
Feb 13, 2025 Q4 2024 |
84,002
shares
|
$0
2.2% of portfolio
|
Q4 2024
New holding
|
|
|
Heritage Financial Services, LLC
|
Jan 23, 2025 Q4 2024 |
73,914
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 0.66%
|
|
|
Schoolcraft Capital LLC
Boulder, CO |
Feb 04, 2025 Q4 2024 |
69,799
shares
|
$0
0.48% of portfolio
|
Q4 2024
Added 38.67%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
68,080
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 8.36%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Feb 10, 2025 Q4 2024 |
62,358
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 3.86%
|
|
|
New Capital Management LP
|
Jan 13, 2025 Q4 2024 |
62,209
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 7.64%
|
|
|
Townsquare Capital LLC
|
Feb 13, 2025 Q4 2024 |
61,953
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 4.0%
|