Institutional Ownership Dimensional ETF Tr Emerging Mk (DFEM)
This table provides information about the institutional ownership of Dimensional ETF Tr Emerging Mk (DFEM). We have compiled data on the 504 institutions that hold shares in the stock, with a total of 180 Million shares, which have been reported (via 13F filing form) to have a value of $5.97 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Forum Financial Management, LP
Lombard, IL |
Jan 27, 2026 Q4 2025 |
17,585,374
shares
|
$582 Million
8.73% of portfolio
|
Q4 2025
Added 2.02%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 12, 2025 Q3 2025 |
6,015,750
shares
|
$199 Million
2.34% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 14, 2025 Q3 2025 |
5,746,678
shares
|
$190 Million
0.29% of portfolio
|
Q3 2025
Reduced 12.72%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
4,887,858
shares
|
$162 Million
1.07% of portfolio
|
Q3 2025
New holding
|
|
|
Truepoint, Inc.
|
Nov 12, 2025 Q3 2025 |
4,439,337
shares
|
$147 Million
3.41% of portfolio
|
Q3 2025
Reduced 1.22%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
3,959,902
shares
|
$131 Million
1.18% of portfolio
|
Q2 2024
Added 24.66%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
3,674,002
shares
|
$122 Million
0.14% of portfolio
|
Q3 2025
Reduced 0.3%
|
|
|
Parcion Private Wealth LLC
Bellevue, WA |
Jan 26, 2026 Q4 2025 |
2,748,630
shares
|
$90.9 Million
4.29% of portfolio
|
Q4 2025
Added 0.12%
|
|
|
Asset Dedication, LLC
|
Jan 26, 2026 Q4 2025 |
2,616,035
shares
|
$86.5 Million
5.91% of portfolio
|
Q4 2025
Added 1.55%
|
|
|
Savant Capital, LLC
|
Nov 04, 2025 Q3 2025 |
2,586,467
shares
|
$85.6 Million
0.46% of portfolio
|
Q3 2025
Added 66.83%
|
|
|
Evensky & Katz LLC
|
Nov 13, 2025 Q3 2025 |
2,429,182
shares
|
$80.4 Million
4.52% of portfolio
|
Q3 2025
Added 0.37%
|
|
|
Carlson Capital Management
|
Feb 10, 2025 Q4 2024 |
2,235,787
shares
|
$74 Million
4.25% of portfolio
|
Q4 2024
Added 0.08%
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
2,147,517
shares
|
$71 Million
2.77% of portfolio
|
Q3 2022
Added 42.71%
|
|
|
Jmg Financial Group, Ltd.
|
Nov 12, 2025 Q3 2025 |
2,049,754
shares
|
$67.8 Million
1.95% of portfolio
|
Q3 2025
Added 4.08%
|
|
|
Maseco LLP
London, |
Nov 12, 2025 Q3 2025 |
1,985,360
shares
|
$65.7 Million
3.09% of portfolio
|
Q3 2025
Added 5.9%
|
|
|
Rw Investment Management LLC
Eagle, ID |
Nov 13, 2025 Q3 2025 |
1,964,109
shares
|
$65 Million
6.49% of portfolio
|
Q3 2025
Added 6.98%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
1,907,063
shares
|
$63.1 Million
0.02% of portfolio
|
Q3 2025
Added 5.1%
|
|
|
Forvis Wealth Advisors, LLC
|
Oct 29, 2025 Q3 2025 |
1,904,518
shares
|
$63 Million
1.29% of portfolio
|
Q3 2025
Added 70.73%
|
|
|
Rockwood Wealth Management, LLC
New Hope, PA |
Oct 10, 2025 Q3 2025 |
1,862,470
shares
|
$61.6 Million
4.77% of portfolio
|
Q3 2025
Added 15.59%
|
|
|
Total Wealth Planning, LLC
|
Oct 17, 2025 Q3 2025 |
1,844,234
shares
|
$61 Million
7.28% of portfolio
|
Q3 2025
Added 1.42%
|
|
|
Heritage Financial Services, LLC
|
Oct 30, 2025 Q3 2025 |
1,790,493
shares
|
$59.2 Million
5.28% of portfolio
|
Q3 2025
Reduced 1.95%
|
|
|
Awm Capital, LLC
|
Oct 29, 2025 Q3 2025 |
1,778,492
shares
|
$58.8 Million
7.03% of portfolio
|
Q3 2025
Added 3.19%
|
|
|
Cwm, LLC
|
Jan 26, 2026 Q4 2025 |
1,674,861
shares
|
$55.4 Million
0.15% of portfolio
|
Q4 2025
Added 8803.15%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2025 Q3 2025 |
1,565,349
shares
|
$51.8 Million
0.02% of portfolio
|
Q3 2025
Added 11.53%
|
|
|
Wealthstream Advisors, Inc.
|
Nov 06, 2025 Q3 2025 |
1,487,693
shares
|
$49.2 Million
7.63% of portfolio
|
Q3 2025
Added 0.69%
|
|