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 152 institutions that hold shares in the stock, with a total of 7.83 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
|
Jul 22, 2025 Q2 2025 |
627,225
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 28.9%
|
|
|
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 |
Jul 30, 2025 Q2 2025 |
396,139
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 0.13%
|
|
|
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.
|
Aug 07, 2025 Q2 2025 |
264,639
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 0.67%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Aug 12, 2025 Q2 2025 |
222,203
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 34.03%
|
|
|
Vista Wealth Management Group, LLC
|
Apr 17, 2025 Q1 2025 |
210,308
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 1.91%
|
|
|
Old Mission Capital LLC
|
Aug 14, 2025 Q2 2025 |
207,019
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
187,337
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 6.83%
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Jul 16, 2025 Q2 2025 |
163,365
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 5.88%
|
|
|
Schoolcraft Capital LLC
Boulder, CO |
Jul 31, 2025 Q2 2025 |
148,343
shares
|
$0
1.15% of portfolio
|
Q2 2025
Added 154.58%
|
|
|
Wealth Architects, LLC
|
Jul 25, 2025 Q2 2025 |
141,811
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 17.29%
|
|
|
Savant Capital, LLC
|
Aug 06, 2025 Q2 2025 |
126,792
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 2.73%
|
|
|
Elser Financial Planning, Inc
Indianapolis, IN |
Jul 17, 2025 Q2 2025 |
124,892
shares
|
$0
0.29% of portfolio
|
Q2 2025
New holding
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Aug 26, 2025 Q2 2025 |
122,146
shares
|
$0
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
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 |
Aug 14, 2025 Q2 2025 |
89,766
shares
|
$0
2.68% of portfolio
|
Q2 2025
Added 3.05%
|
|
|
Asset Dedication, LLC
|
Aug 19, 2025 Q2 2025 |
80,064
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 0.16%
|
|
|
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%
|