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 |
|---|---|---|---|---|---|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
May 05, 2025 Q1 2025 |
7,205
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 0.69%
|
|
|
Geometric Wealth Advisors
|
May 09, 2025 Q1 2025 |
7,002
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 10.3%
|
|
|
Hill Investment Group Partners, LLC
St. Louis, MO |
May 14, 2025 Q1 2025 |
6,966
shares
|
$0
0.03% of portfolio
|
Q1 2025
Reduced 3.36%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
6,890
shares
|
$0
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Chicago Partners Investment Group LLC
|
May 09, 2025 Q1 2025 |
6,772
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 5.83%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Apr 24, 2025 Q1 2025 |
6,739
shares
|
$0
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Equita Financial Network, Inc.
Fort Washington, PA |
Apr 28, 2025 Q1 2025 |
6,573
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Grand Wealth Management, LLC
Grand Rapids, MI |
May 06, 2025 Q1 2025 |
6,531
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 6.27%
|
|
|
Wealth Advisors Northwest LLC
Portland, OR |
Apr 16, 2025 Q1 2025 |
6,370
shares
|
$0
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
Apr 21, 2025 Q1 2025 |
6,357
shares
|
$0
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Passive Capital Management, Llc.
Baltimore, MD |
May 07, 2025 Q1 2025 |
6,300
shares
|
$0
0.07% of portfolio
|
Q1 2024
New holding
|
|
|
Foundation Wealth Management, Llc\Pa
Media, PA |
Apr 22, 2025 Q1 2025 |
6,275
shares
|
$0
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Tanager Wealth Management LLP
|
Jul 18, 2025 Q2 2025 |
6,074
shares
|
$0
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
5,800
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Von Borstel & Associates, Inc.
The Dalles, OR |
Apr 29, 2025 Q1 2025 |
4,909
shares
|
$0
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Bridge Generations Wealth Management LLC
South Miami, FL |
Jul 17, 2025 Q2 2025 |
4,884
shares
|
$0
0.11% of portfolio
|
Q2 2025
Reduced 54.03%
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
4,808
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 3.28%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jul 17, 2025 Q2 2025 |
4,629
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 2.01%
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Jul 17, 2025 Q2 2025 |
4,102
shares
|
$0
0.07% of portfolio
|
Q2 2025
Added 6.82%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
3,882
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 0.21%
|
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Apr 23, 2025 Q1 2025 |
3,634
shares
|
$0
0.04% of portfolio
|
Q1 2025
Added 1.34%
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
May 05, 2025 Q1 2025 |
3,273
shares
|
$0
0.09% of portfolio
|
Q1 2025
Added 18.97%
|
|
|
Orion Capital Management LLC
|
May 14, 2025 Q1 2025 |
2,631
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 9.21%
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Apr 28, 2025 Q1 2025 |
2,000
shares
|
$0
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Red Tortoise LLC
Atlanta, GA |
Jul 22, 2025 Q2 2025 |
1,851
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 15.4%
|