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 |
|---|---|---|---|---|---|
|
Cambridge Financial Group, LLC
Tucson, AZ |
Sep 09, 2025 Q2 2025 |
23,530
shares
|
$0
0.34% of portfolio
|
Q2 2025
Reduced 29.54%
|
|
|
Seven Mile Advisory
Ewing, NJ |
Aug 14, 2025 Q2 2025 |
21,695
shares
|
$0
0.5% of portfolio
|
Q1 2024
Added 4.67%
|
|
|
Momentous Wealth Management, Inc.
Vancouver, WA |
Aug 13, 2025 Q2 2025 |
21,636
shares
|
$0
0.53% of portfolio
|
Q2 2025
Added 7.88%
|
|
|
Addison Advisors LLC
|
Aug 07, 2025 Q2 2025 |
21,443
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 3.44%
|
|
|
Northland Capital Management LLC
|
Jul 14, 2025 Q2 2025 |
21,400
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 1.46%
|
|
|
Morling Financial Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
19,960
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
Nwam LLC
Mercer Island, WA |
Aug 07, 2025 Q2 2025 |
19,553
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 15.23%
|
|
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
Jul 30, 2025 Q2 2025 |
19,500
shares
|
$0
0.06% of portfolio
|
Q2 2025
Reduced 15.24%
|
|
|
Aspen Capital Management, LLC
Boise, ID |
Jul 31, 2025 Q2 2025 |
18,254
shares
|
$0
0.19% of portfolio
|
Q2 2025
New holding
|
|
|
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%
|
|
|
Mb Generational Wealth, LLC
Spokane, WA |
May 02, 2025 Q1 2025 |
16,780
shares
|
$0
0.42% of portfolio
|
Q1 2025
Reduced 5.07%
|
|
|
Modera Wealth Management, LLC
|
Aug 06, 2025 Q2 2025 |
16,745
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 0.58%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
16,707
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 20.97%
|
|
|
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%
|
|
|
Betterment LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
16,083
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 22.75%
|
|
|
Meritas Wealth Management, LLC
Larkspur, CA |
Jul 18, 2025 Q2 2025 |
16,037
shares
|
$0
0.34% of portfolio
|
Q2 2025
Added 0.61%
|
|
|
Syverson Strege & CO
West Des Moines, IA |
Aug 04, 2025 Q2 2025 |
14,790
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Jul 30, 2025 Q2 2025 |
14,563
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 0.21%
|
|
|
Better Wealth, LLC
|
Jul 14, 2025 Q2 2025 |
13,808
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 1.23%
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
Aug 11, 2025 Q2 2025 |
13,482
shares
|
$0
0.06% of portfolio
|
Q2 2025
Reduced 7.1%
|
|
|
Premier Financial Group
Eureka, CA |
Aug 14, 2025 Q2 2025 |
12,943
shares
|
$0
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
Wealthstream Advisors, Inc.
|
Jul 29, 2025 Q2 2025 |
12,892
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 6.24%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
12,806
shares
|
$0
0.0% of portfolio
|
Q2 2024
Added 6.77%
|
|
|
Equita Financial Network, Inc.
Fort Washington, PA |
Aug 01, 2025 Q2 2025 |
12,747
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 93.93%
|