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 |
|---|---|---|---|---|---|
|
Orion Capital Management LLC
|
Jul 31, 2025 Q2 2025 |
2,315
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 12.01%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Jul 22, 2025 Q2 2025 |
1,851
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 15.4%
|
|
|
Tortoise Investment Management, LLC
|
Aug 08, 2025 Q2 2025 |
1,720
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 77.32%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 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 |
Aug 15, 2025 Q2 2025 |
1,467
shares
|
$0
0.03% of portfolio
|
Q4 2024
Added 256.07%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Aug 14, 2025 Q2 2025 |
1,368
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 0.74%
|
|
|
Red Lighthouse Investment Management, LLC
New York, NY |
Aug 01, 2025 Q2 2025 |
1,224
shares
|
$0
0.02% of portfolio
|
Q2 2025
Added 28.17%
|
|
|
Curio Wealth, LLC
Annapolis, MD |
Jul 31, 2025 Q2 2025 |
1,180
shares
|
$0
0.02% of portfolio
|
Q2 2025
Added 58900.0%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 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 |
Aug 08, 2025 Q2 2025 |
1,031
shares
|
$0
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Aug 06, 2025 Q2 2025 |
1,000
shares
|
$0
0.03% of portfolio
|
Q2 2025
Reduced 50.0%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
886
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 0.68%
|
|
|
Blume Capital Management, Inc.
Berkeley, CA |
Jul 30, 2025 Q2 2025 |
800
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 166.67%
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
Aug 14, 2025 Q2 2025 |
800
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
777
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 346.55%
|
|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 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 |
Aug 12, 2025 Q2 2025 |
454
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 0.22%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
294
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 292.0%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
236
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 4.84%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Jul 31, 2025 Q2 2025 |
145
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 0.69%
|
|
|
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
|