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 |
|---|---|---|---|---|---|
|
Brighton Jones LLC
|
Jul 31, 2025 Q2 2025 |
71,492
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 10.87%
|
|
|
Ram Investment Partners, LLC
Bellevue, WA |
Aug 08, 2025 Q2 2025 |
66,500
shares
|
$0
0.53% of portfolio
|
Q2 2025
Added 17.44%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
64,715
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 4.93%
|
|
|
Heritage Financial Services, LLC
|
Jul 18, 2025 Q2 2025 |
60,784
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 0.16%
|
|
|
Allodium Investment Consultants, LLC
Minneapolis, MN |
Aug 05, 2025 Q2 2025 |
60,540
shares
|
$0
1.46% of portfolio
|
Q2 2025
Reduced 0.95%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
59,658
shares
|
$0
0.0% of portfolio
|
Q2 2023
Reduced 9.97%
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
Jul 29, 2025 Q2 2025 |
57,274
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 2.04%
|
|
|
Hill Island Financial LLC
Grand Rapids, MI |
Jul 22, 2025 Q2 2025 |
55,089
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Apella Capital, LLC
|
Jul 08, 2025 Q2 2025 |
51,928
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 8.53%
|
|
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
Jul 10, 2025 Q2 2025 |
49,829
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 8.39%
|
|
|
Triune Financial Partners, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
47,098
shares
|
$0
0.49% of portfolio
|
Q2 2025
New holding
|
|
|
Tci Wealth Advisors, Inc.
|
Jul 16, 2025 Q2 2025 |
46,837
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Jul 31, 2025 Q2 2025 |
46,573
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 2.55%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
43,944
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 2.15%
|
|
|
Brainard Capital Management LLC
Austin, TX |
May 09, 2023 Q1 2023 |
43,267
shares
|
$0
0.99% of portfolio
|
Q1 2023
Added 0.04%
|
|
|
Planning Center, Inc.
|
Jul 30, 2025 Q2 2025 |
42,127
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 3.12%
|
|
|
Navigoe, LLC
Redondo Beach, CA |
Aug 14, 2025 Q2 2025 |
34,734
shares
|
$0
1.0% of portfolio
|
Q1 2025
Reduced 3.52%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Aug 15, 2025 Q2 2025 |
33,684
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 49.0%
|
|
|
Cordant, Inc.
Portland, OR |
Jul 14, 2025 Q2 2025 |
32,121
shares
|
$0
0.59% of portfolio
|
Q2 2025
Reduced 2.96%
|
|
|
Longview Financial Advisors LLC
San Rafael, CA |
Aug 06, 2025 Q2 2025 |
31,932
shares
|
$0
0.76% of portfolio
|
Q2 2025
Added 5.99%
|
|
|
Truepoint, Inc.
|
Aug 08, 2025 Q2 2025 |
31,701
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 4.34%
|
|
|
Quarry Hill Advisors, LLC
St Paul, MN |
Jul 23, 2025 Q2 2025 |
30,796
shares
|
$0
0.68% of portfolio
|
Q2 2025
Added 6.98%
|
|
|
Waypoint Wealth Partners Inc.
|
Jul 10, 2025 Q2 2025 |
30,733
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 34.03%
|
|
|
Cerity Partners LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
29,778
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Rw Investment Management LLC
Eagle, ID |
Aug 13, 2025 Q2 2025 |
27,435
shares
|
$0
0.12% of portfolio
|
Q2 2025
Added 0.02%
|