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 |
|---|---|---|---|---|---|
|
Tortoise Investment Management, LLC
|
May 14, 2025 Q1 2025 |
1,720
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 77.32%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
1,559
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Keystone Financial Group, Inc.
Atlanta, GA |
Jul 21, 2025 Q2 2025 |
1,504
shares
|
$0
0.04% of portfolio
|
Q2 2025
Added 0.74%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
May 14, 2025 Q1 2025 |
1,467
shares
|
$0
0.03% of portfolio
|
Q4 2024
Added 256.07%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
May 15, 2025 Q1 2025 |
1,358
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 0.15%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
1,137
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Feb 10, 2025 Q4 2024 |
1,068
shares
|
$0
0.02% of portfolio
|
Q2 2024
Added 7.23%
|
|
|
Pinney & Scofield, Inc.
Cambridge, MA |
May 09, 2025 Q1 2025 |
1,031
shares
|
$0
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Red Lighthouse Investment Management, LLC
New York, NY |
Apr 28, 2025 Q1 2025 |
955
shares
|
$0
0.01% of portfolio
|
Q1 2025
Reduced 20.88%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
886
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 0.68%
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
May 14, 2025 Q1 2025 |
800
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
648
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 15.63%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jul 08, 2025 Q2 2025 |
458
shares
|
$0
0.01% of portfolio
|
Q2 2025
Added 0.66%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
May 13, 2025 Q1 2025 |
453
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Blume Capital Management, Inc.
Berkeley, CA |
May 06, 2025 Q1 2025 |
300
shares
|
$0
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
248
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 12.73%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
174
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 01, 2025 Q1 2025 |
144
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 44.0%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Jul 16, 2025 Q2 2025 |
77
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 1.32%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Jul 16, 2025 Q2 2025 |
75
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
75
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
55
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Curio Wealth, LLC
Annapolis, MD |
May 09, 2025 Q1 2025 |
2
shares
|
$0
0.02% of portfolio
|
Q1 2025
Reduced 99.83%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|