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 149 institutions that hold shares in the stock, with a total of 7.65 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
|
May 07, 2025 Q1 2025 |
882,216
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 3.6%
|
|
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
Jul 11, 2025 Q2 2025 |
573,927
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 1.71%
|
|
|
Maseco LLP
London, |
Jul 15, 2025 Q2 2025 |
548,175
shares
|
$0
0.79% of portfolio
|
Q2 2025
New holding
|
|
|
Forum Financial Management, LP
Lombard, IL |
May 02, 2025 Q1 2025 |
395,611
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 1.71%
|
|
|
Five Oceans Advisors
|
Jul 16, 2025 Q2 2025 |
351,894
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 5.86%
|
|
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
Jul 14, 2025 Q2 2025 |
336,694
shares
|
$0
1.96% of portfolio
|
Q2 2025
Reduced 35.93%
|
|
|
Citrine Capital LLC
San Francisco, CA |
Jul 17, 2025 Q2 2025 |
305,892
shares
|
$0
6.18% of portfolio
|
Q2 2025
Added 1.12%
|
|
|
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%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
201,069
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 539.39%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
May 15, 2025 Q1 2025 |
165,782
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 0.1%
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Jul 16, 2025 Q2 2025 |
163,365
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 10.42%
|
|
|
Elser Financial Planning, Inc
Indianapolis, IN |
Jul 17, 2025 Q2 2025 |
124,892
shares
|
$0
0.29% of portfolio
|
Q2 2025
New holding
|
|
|
Savant Capital, LLC
|
May 08, 2025 Q1 2025 |
123,417
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 2.61%
|
|
|
Wealth Architects, LLC
|
May 14, 2025 Q1 2025 |
120,911
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 125.71%
|
|
|
Francis Financial, Inc.
New York, NY |
May 12, 2025 Q1 2025 |
119,335
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 1.01%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
96,572
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 3.17%
|
|
|
Balanced Rock Investment Advisor
Roslindale, MA |
May 12, 2025 Q1 2025 |
87,112
shares
|
$0
2.34% of portfolio
|
Q1 2025
Added 3.7%
|
|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
80,193
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 8.44%
|
|
|
New Capital Management LP
|
Jul 07, 2025 Q2 2025 |
74,936
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 8.2%
|
|
|
Greenspring Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
74,120
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 44.44%
|
|
|
Pure Financial Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
72,913
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 64.2%
|
|
|
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%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
66,050
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 5.92%
|