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 |
|---|---|---|---|---|---|
|
Wealth Management Strategies, Inc.
Pittsburgh, PA |
May 15, 2025 Q1 2025 |
7,440
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sellwood Investment Partners LLC
Portland, OR |
Jul 11, 2025 Q2 2025 |
7,261
shares
|
$0
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Aug 05, 2025 Q2 2025 |
7,205
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 0.69%
|
|
|
Hill Investment Group Partners, LLC
St. Louis, MO |
Aug 12, 2025 Q2 2025 |
6,966
shares
|
$0
0.03% of portfolio
|
Q1 2025
Reduced 3.36%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jul 24, 2025 Q2 2025 |
6,890
shares
|
$0
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Chicago Partners Investment Group LLC
|
Jul 29, 2025 Q2 2025 |
6,772
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 5.83%
|
|
|
Wealth Advisors Northwest LLC
Portland, OR |
Jul 23, 2025 Q2 2025 |
6,631
shares
|
$0
0.13% of portfolio
|
Q2 2025
Added 4.1%
|
|
|
Grand Wealth Management, LLC
Grand Rapids, MI |
Jul 24, 2025 Q2 2025 |
6,560
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 0.44%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
6,315
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Foundation Wealth Management, Llc\Pa
Media, PA |
Aug 11, 2025 Q2 2025 |
6,312
shares
|
$0
0.1% of portfolio
|
Q2 2025
Added 0.59%
|
|
|
Passive Capital Management, Llc.
Baltimore, MD |
May 07, 2025 Q1 2025 |
6,300
shares
|
$0
0.07% of portfolio
|
Q1 2024
New holding
|
|
|
Midwest Trust CO
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
6,253
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
Aug 11, 2025 Q2 2025 |
6,247
shares
|
$0
0.11% of portfolio
|
Q2 2025
Reduced 1.73%
|
|
|
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 |
Aug 14, 2025 Q2 2025 |
5,738
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 1.07%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
5,445
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Aug 01, 2025 Q2 2025 |
5,422
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
United Wealth Management, LLC
Charlottesville, VA |
Aug 13, 2025 Q2 2025 |
5,411
shares
|
$0
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Mills Wealth Advisors LLC
Southlake, TX |
Jul 30, 2025 Q2 2025 |
5,268
shares
|
$0
0.09% of portfolio
|
Q2 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
|
Aug 07, 2025 Q2 2025 |
3,900
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 0.46%
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Aug 13, 2025 Q2 2025 |
3,405
shares
|
$0
0.09% of portfolio
|
Q2 2025
Added 4.03%
|