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 113 institutions that hold shares in the stock, with a total of 6.13 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
|
Nov 14, 2024 Q3 2024 |
819,021
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 28.48%
|
|
|
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 |
Oct 29, 2024 Q3 2024 |
373,084
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 4.51%
|
|
|
Five Oceans Advisors
|
Oct 15, 2024 Q3 2024 |
315,254
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 3.19%
|
|
|
Merriman Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
273,367
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 2.34%
|
|
|
Retirement Solution Inc.
|
Nov 01, 2024 Q3 2024 |
211,075
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 1.41%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
210,380
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 43.24%
|
|
|
Vista Wealth Management Group, LLC
|
Nov 06, 2024 Q3 2024 |
187,166
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 7.06%
|
|
|
Greenspring Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
133,416
shares
|
$0
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Francis Financial, Inc.
New York, NY |
Nov 01, 2024 Q3 2024 |
121,743
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 8.95%
|
|
|
Old Mission Capital LLC
|
Nov 14, 2024 Q3 2024 |
114,426
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 638.66%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 07, 2024 Q3 2024 |
110,997
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 37.44%
|
|
|
Savant Capital, LLC
|
Nov 04, 2024 Q3 2024 |
101,991
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 4.29%
|
|
|
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
|
Oct 15, 2024 Q3 2024 |
93,595
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 9.77%
|
|
|
Wealth Architects, LLC
|
Oct 31, 2024 Q3 2024 |
93,355
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 17.01%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
88,711
shares
|
$0
0.16% of portfolio
|
Q3 2024
Added 38.47%
|
|
|
Heritage Financial Services, LLC
|
Oct 23, 2024 Q3 2024 |
73,429
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 0.12%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
62,826
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 18.0%
|
|
|
New Capital Management LP
|
Jan 13, 2025 Q4 2024 |
62,209
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 7.64%
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
Jan 21, 2025 Q4 2024 |
60,282
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 1.19%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
60,041
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 1.23%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
59,658
shares
|
$0
0.0% of portfolio
|
Q2 2023
Reduced 9.97%
|
|
|
Townsquare Capital LLC
|
Nov 13, 2024 Q3 2024 |
59,571
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|