Institutional Ownership Dimensional ETF Tr Emerging Mk (DEHP)
This table provides information about the institutional ownership of Dimensional ETF Tr Emerging Mk (DEHP). We have compiled data on the 73 institutions that hold shares in the stock, with a total of 5.36 Million shares, which have been reported (via 13F filing form) to have a value of $136 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Unison Advisors LLC
|
Oct 08, 2024 Q3 2024 |
1,230,422
shares
|
$31.3 Million
3.99% of portfolio
|
Q3 2024
Reduced 2.52%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
478,943
shares
|
$12.2 Million
0.15% of portfolio
|
Q3 2024
Added 2.62%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Nov 12, 2024 Q3 2024 |
243,432
shares
|
$6.19 Million
1.02% of portfolio
|
Q3 2024
Added 11.75%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
239,708
shares
|
$6.09 Million
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jan 21, 2025 Q4 2024 |
232,529
shares
|
$5.91 Million
0.17% of portfolio
|
Q4 2024
Added 4.91%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jan 22, 2025 Q4 2024 |
225,440
shares
|
$5.73 Million
0.9% of portfolio
|
Q4 2024
Added 1.71%
|
|
|
Retirement Solution Inc.
|
Nov 01, 2024 Q3 2024 |
220,541
shares
|
$5.61 Million
3.46% of portfolio
|
Q3 2024
Reduced 1.19%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
183,948
shares
|
$4.68 Million
0.03% of portfolio
|
Q3 2024
Added 64.94%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Nov 14, 2024 Q3 2024 |
173,366
shares
|
$4.41 Million
0.19% of portfolio
|
Q3 2024
Added 12.44%
|
|
|
Fortress Wealth Management, Inc.
|
Jan 22, 2025 Q4 2024 |
156,276
shares
|
$3.97 Million
2.19% of portfolio
|
Q4 2024
Added 21.39%
|
|
|
Chicago Partners Investment Group LLC
|
Jan 23, 2025 Q4 2024 |
130,554
shares
|
$3.32 Million
0.11% of portfolio
|
Q4 2024
Added 1.94%
|
|
|
Von Borstel & Associates, Inc.
The Dalles, OR |
Oct 15, 2024 Q3 2024 |
126,530
shares
|
$3.22 Million
1.93% of portfolio
|
Q3 2024
New holding
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
117,580
shares
|
$2.99 Million
0.0% of portfolio
|
Q3 2024
Added 5.31%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
116,860
shares
|
$2.97 Million
0.0% of portfolio
|
Q3 2024
Added 1.89%
|
|
|
Walden Wealth Partners LLC
Beachwood, OH |
Jul 10, 2024 Q2 2024 |
111,306
shares
|
$2.83 Million
1.62% of portfolio
|
Q2 2024
Added 2.77%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
88,784
shares
|
$2.26 Million
0.03% of portfolio
|
Q3 2024
Added 7.95%
|
|
|
Savant Capital, LLC
|
Nov 04, 2024 Q3 2024 |
83,831
shares
|
$2.13 Million
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Meredith Wealth Planning
Maryville, IL |
Oct 18, 2024 Q3 2024 |
74,809
shares
|
$1.9 Million
0.96% of portfolio
|
Q3 2024
Added 9.41%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
73,895
shares
|
$1.88 Million
0.0% of portfolio
|
Q3 2024
Reduced 75.74%
|
|
|
Applied Capital LLC
|
Jan 23, 2025 Q4 2024 |
68,672
shares
|
$1.75 Million
0.92% of portfolio
|
Q4 2024
Added 5.62%
|
|
|
Alpha Financial Advisors, LLC
Charlotte, NC |
Jan 21, 2025 Q4 2024 |
58,918
shares
|
$1.5 Million
0.66% of portfolio
|
Q4 2024
Reduced 1.0%
|
|
|
Abel Hall, LLC
Baton Rouge, LA |
Jan 23, 2025 Q4 2024 |
54,536
shares
|
$1.39 Million
0.86% of portfolio
|
Q4 2024
Added 7.13%
|
|
|
Yeomans Consulting Group, Inc.
Marietta, GA |
Jan 17, 2025 Q4 2024 |
50,548
shares
|
$1.28 Million
0.47% of portfolio
|
Q4 2024
Added 1.83%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Dec 26, 2024 Q3 2024 |
50,042
shares
|
$1.27 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.77%
|
|
|
Lodestone Wealth Management LLC
Spokane, WA |
Oct 29, 2024 Q3 2024 |
49,298
shares
|
$1.25 Million
0.69% of portfolio
|
Q3 2024
Reduced 3.23%
|