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 |
|---|---|---|---|---|---|
|
Seven Mile Advisory
Ewing, NJ |
May 13, 2025 Q1 2025 |
21,695
shares
|
$0
0.49% of portfolio
|
Q1 2024
Added 4.67%
|
|
|
Northland Capital Management LLC
|
Jul 14, 2025 Q2 2025 |
21,400
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 1.46%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
21,139
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 8.97%
|
|
|
Betterment LLC
New York, NY |
May 15, 2025 Q1 2025 |
20,819
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 18.2%
|
|
|
Addison Advisors LLC
|
May 12, 2025 Q1 2025 |
20,730
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 3.39%
|
|
|
Momentous Wealth Management, Inc.
Vancouver, WA |
May 08, 2025 Q1 2025 |
20,055
shares
|
$0
0.48% of portfolio
|
Q1 2025
Added 16.8%
|
|
|
Morling Financial Advisors, LLC
|
May 06, 2025 Q1 2025 |
19,945
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 34.43%
|
|
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
Jul 08, 2025 Q2 2025 |
17,625
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 1.08%
|
|
|
Modera Wealth Management, LLC
|
May 08, 2025 Q1 2025 |
16,842
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 4.23%
|
|
|
Mb Generational Wealth, LLC
Spokane, WA |
May 02, 2025 Q1 2025 |
16,780
shares
|
$0
0.42% of portfolio
|
Q1 2025
Reduced 5.07%
|
|
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
Jul 21, 2025 Q2 2025 |
16,284
shares
|
$0
0.27% of portfolio
|
Q2 2025
Added 0.66%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
16,222
shares
|
$0
0.01% of portfolio
|
Q2 2025
Added 1.66%
|
|
|
Meritas Wealth Management, LLC
Larkspur, CA |
Jul 18, 2025 Q2 2025 |
16,037
shares
|
$0
0.34% of portfolio
|
Q2 2025
Added 0.61%
|
|
|
Sequoia Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
15,056
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Syverson Strege & CO
West Des Moines, IA |
May 13, 2025 Q1 2025 |
14,784
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 18.09%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
May 09, 2025 Q1 2025 |
14,563
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 0.21%
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
May 14, 2025 Q1 2025 |
14,512
shares
|
$0
0.06% of portfolio
|
Q1 2025
Added 1.09%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
14,076
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Better Wealth, LLC
|
Jul 14, 2025 Q2 2025 |
13,808
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 1.23%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
12,806
shares
|
$0
0.0% of portfolio
|
Q2 2024
Added 6.77%
|
|
|
Carlson Capital Management
|
Feb 10, 2025 Q4 2024 |
12,683
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 21.92%
|
|
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
May 09, 2025 Q1 2025 |
12,529
shares
|
$0
0.28% of portfolio
|
Q1 2025
Reduced 4.01%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
12,506
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wealthstream Advisors, Inc.
|
May 07, 2025 Q1 2025 |
12,135
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 0.12%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
12,068
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 8.59%
|