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 91 institutions that hold shares in the stock, with a total of 4.78 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 |
|---|---|---|---|---|---|
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
Apr 26, 2024 Q1 2024 |
549,605
shares
|
$0
0.0% of portfolio
|
Q1 2024
Reduced 3.02%
|
|
|
Awm Capital, LLC
|
Apr 19, 2024 Q1 2024 |
536,446
shares
|
$0
0.0% of portfolio
|
Q1 2024
Added 20.93%
|
|
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
Apr 10, 2024 Q1 2024 |
405,916
shares
|
$0
2.19% of portfolio
|
Q1 2024
Added 1.2%
|
|
|
Forum Financial Management, LP
Lombard, IL |
May 09, 2024 Q1 2024 |
331,038
shares
|
$0
0.0% of portfolio
|
Q1 2024
Added 8.36%
|
|
|
Five Oceans Advisors
|
Apr 16, 2024 Q1 2024 |
325,324
shares
|
$0
0.0% of portfolio
|
Q1 2024
Added 2.56%
|
|
|
Merriman Wealth Management, LLC
|
May 14, 2024 Q1 2024 |
251,764
shares
|
$0
0.0% of portfolio
|
Q1 2024
Added 7.0%
|
|
|
Vista Wealth Management Group, LLC
|
Apr 29, 2024 Q1 2024 |
160,045
shares
|
$0
0.0% of portfolio
|
Q1 2024
Added 19.89%
|
|
|
Greenspring Advisors, LLC
|
Apr 24, 2024 Q1 2024 |
133,416
shares
|
$0
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Old Mission Capital LLC
|
May 14, 2024 Q1 2024 |
133,030
shares
|
$0
0.0% of portfolio
|
Q1 2024
Added 155.2%
|
|
|
Retirement Solution Inc.
|
May 07, 2024 Q1 2024 |
122,051
shares
|
$0
0.0% of portfolio
|
Q1 2024
Added 0.39%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 15, 2024 Q1 2024 |
90,941
shares
|
$0
0.0% of portfolio
|
Q1 2024
Added 8.56%
|
|
|
Savant Capital, LLC
|
May 03, 2024 Q1 2024 |
87,945
shares
|
$0
0.0% of portfolio
|
Q1 2024
Added 17.08%
|
|
|
Francis Financial, Inc.
New York, NY |
Apr 17, 2024 Q1 2024 |
86,755
shares
|
$0
0.0% of portfolio
|
Q1 2024
Added 17.07%
|
|
|
Heritage Financial Services, LLC
|
May 14, 2024 Q1 2024 |
75,181
shares
|
$0
0.0% of portfolio
|
Q1 2024
Reduced 2.17%
|
|
|
Asset Dedication, LLC
|
Apr 16, 2024 Q1 2024 |
71,862
shares
|
$0
0.17% of portfolio
|
Q1 2024
Added 22.73%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 09, 2024 Q1 2024 |
62,221
shares
|
$0
0.0% of portfolio
|
Q1 2024
Added 1.45%
|
|
|
Wealth Architects, LLC
|
May 13, 2024 Q1 2024 |
60,445
shares
|
$0
0.0% of portfolio
|
Q1 2024
Added 17.69%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
May 13, 2024 Q1 2024 |
59,860
shares
|
$0
0.0% of portfolio
|
Q1 2024
Added 0.05%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
59,658
shares
|
$0
0.0% of portfolio
|
Q2 2023
Reduced 9.97%
|
|
|
New Capital Management LP
|
Apr 09, 2024 Q1 2024 |
56,893
shares
|
$0
0.0% of portfolio
|
Q1 2024
Reduced 5.34%
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Apr 01, 2024 Q4 2023 |
56,424
shares
|
$0
0.0% of portfolio
|
Q4 2023
Added 31.75%
|
|
|
Jane Street Group, LLC
New York, NY |
May 15, 2024 Q1 2024 |
54,512
shares
|
$0
0.0% of portfolio
|
Q1 2024
Reduced 72.8%
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
Apr 22, 2024 Q1 2024 |
53,470
shares
|
$0
0.0% of portfolio
|
Q1 2024
Added 19.57%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 21, 2024 Q1 2024 |
53,470
shares
|
$0
0.0% of portfolio
|
Q1 2024
Added 19.57%
|
|
|
Brighton Jones LLC
|
May 09, 2024 Q1 2024 |
50,534
shares
|
$0
0.0% of portfolio
|
Q1 2024
Added 36.31%
|
|