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 6.03 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 |
|---|---|---|---|---|---|
|
Mb Generational Wealth, LLC
Spokane, WA |
Nov 07, 2024 Q3 2024 |
17,596
shares
|
$0
0.45% of portfolio
|
Q2 2024
Reduced 7.01%
|
|
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
Oct 21, 2024 Q3 2024 |
17,066
shares
|
$0
0.3% of portfolio
|
Q3 2024
Added 5.36%
|
|
|
Waypoint Wealth Partners Inc.
|
Nov 08, 2024 Q3 2024 |
16,865
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 5.86%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Oct 31, 2024 Q3 2024 |
14,563
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 0.21%
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
Nov 01, 2024 Q3 2024 |
13,505
shares
|
$0
0.06% of portfolio
|
Q3 2024
Added 7.61%
|
|
|
Morling Financial Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
13,469
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 8.09%
|
|
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
Oct 23, 2024 Q3 2024 |
12,989
shares
|
$0
0.31% of portfolio
|
Q3 2024
Added 12.22%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
12,962
shares
|
$0
0.02% of portfolio
|
Q3 2024
Added 58818.18%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
12,806
shares
|
$0
0.0% of portfolio
|
Q2 2024
Added 6.77%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Oct 16, 2024 Q3 2024 |
11,982
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 2.1%
|
|
|
Tci Wealth Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
11,930
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 55.0%
|
|
|
Syverson Strege & CO
West Des Moines, IA |
Nov 12, 2024 Q3 2024 |
11,589
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 1.16%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
11,125
shares
|
$0
0.14% of portfolio
|
Q1 2023
Added 12.15%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
11,113
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Rhs Financial, LLC
|
Oct 31, 2024 Q3 2024 |
10,684
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
Oct 11, 2024 Q3 2024 |
10,532
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 2.59%
|
|
|
Betterment LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
10,520
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Carlson Capital Management
|
Nov 13, 2024 Q3 2024 |
10,403
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 66.0%
|
|
|
Caprock Group, Inc.
|
Nov 07, 2024 Q3 2024 |
10,395
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 31.67%
|
|
|
Life Pro Asset Management
|
Oct 09, 2024 Q3 2024 |
9,632
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 37.76%
|
|
|
En Rich Financial Partners LLC
Madison, WI |
Nov 07, 2024 Q3 2024 |
9,529
shares
|
$0
0.11% of portfolio
|
Q3 2024
Added 6.0%
|
|
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
Nov 08, 2024 Q3 2024 |
9,526
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 10.46%
|
|
|
Wealthstream Advisors, Inc.
|
Nov 06, 2024 Q3 2024 |
9,444
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 16.82%
|
|
|
Meritas Wealth Management, LLC
Larkspur, CA |
Oct 03, 2024 Q3 2024 |
9,193
shares
|
$0
0.2% of portfolio
|
Q3 2024
New holding
|
|
|
Advisory Services & Investments, LLC
|
Nov 12, 2024 Q3 2024 |
9,144
shares
|
$0
0.0% of portfolio
|
Q2 2024
Added 14.11%
|