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 428 institutions that hold shares in the stock, with a total of 154 Million shares, which have been reported (via 13F filing form) to have a value of $4.08 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Forum Financial Management, LP
Lombard, IL |
May 02, 2025 Q1 2025 |
16,581,359
shares
|
$441 Million
8.31% of portfolio
|
Q1 2025
Added 1.55%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Feb 10, 2025 Q4 2024 |
5,923,838
shares
|
$157 Million
0.24% of portfolio
|
Q4 2024
Added 2.77%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Feb 14, 2025 Q4 2024 |
5,141,465
shares
|
$137 Million
2.46% of portfolio
|
Q4 2024
Added 30.13%
|
|
|
Truepoint, Inc.
|
Feb 11, 2025 Q4 2024 |
4,745,109
shares
|
$126 Million
3.4% of portfolio
|
Q4 2024
Added 6.92%
|
|
|
Sequoia Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
4,207,753
shares
|
$112 Million
0.96% of portfolio
|
Q1 2025
Added 185.73%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
4,161,326
shares
|
$111 Million
0.15% of portfolio
|
Q4 2024
Added 4.2%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
3,959,902
shares
|
$105 Million
1.18% of portfolio
|
Q2 2024
Added 24.66%
|
|
|
Parcion Private Wealth LLC
Bellevue, WA |
May 02, 2025 Q1 2025 |
2,890,675
shares
|
$76.8 Million
6.45% of portfolio
|
Q1 2025
Added 4.53%
|
|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
2,502,409
shares
|
$66.5 Million
5.48% of portfolio
|
Q1 2025
Added 1.88%
|
|
|
Heritage Financial Services, LLC
|
Jan 23, 2025 Q4 2024 |
2,421,903
shares
|
$64.4 Million
8.65% of portfolio
|
Q4 2024
Added 4.02%
|
|
|
Evensky & Katz LLC
|
Feb 13, 2025 Q4 2024 |
2,336,522
shares
|
$62.1 Million
4.0% of portfolio
|
Q4 2024
Added 2.5%
|
|
|
Carlson Capital Management
|
Feb 10, 2025 Q4 2024 |
2,235,787
shares
|
$59.4 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
|
$57.1 Million
2.77% of portfolio
|
Q3 2022
Added 42.71%
|
|
|
Jmg Financial Group, Ltd.
|
May 05, 2025 Q1 2025 |
1,954,026
shares
|
$51.9 Million
1.82% of portfolio
|
Q1 2025
Added 12.06%
|
|
|
Rw Investment Management LLC
Eagle, ID |
Feb 03, 2025 Q4 2024 |
1,799,716
shares
|
$47.8 Million
5.74% of portfolio
|
Q4 2024
Added 3.75%
|
|
|
Total Wealth Planning, LLC
|
Apr 15, 2025 Q1 2025 |
1,748,539
shares
|
$46.5 Million
7.6% of portfolio
|
Q1 2025
Added 6.41%
|
|
|
Forvis Wealth Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
1,669,149
shares
|
$44.4 Million
1.04% of portfolio
|
Q4 2024
Reduced 9.64%
|
|
|
Hill Investment Group Partners, LLC
St. Louis, MO |
Feb 14, 2025 Q4 2024 |
1,636,879
shares
|
$43.5 Million
5.74% of portfolio
|
Q4 2024
Added 3.73%
|
|
|
Rockwood Wealth Management, LLC
New Hope, PA |
Apr 14, 2025 Q1 2025 |
1,636,424
shares
|
$43.5 Million
4.41% of portfolio
|
Q1 2025
Added 26.34%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
1,579,210
shares
|
$42 Million
0.02% of portfolio
|
Q4 2024
Added 12.86%
|
|
|
Wealthstream Advisors, Inc.
|
Feb 04, 2025 Q4 2024 |
1,431,103
shares
|
$38 Million
7.22% of portfolio
|
Q4 2024
Added 4.71%
|
|
|
Apella Capital, LLC
|
Apr 10, 2025 Q1 2025 |
1,358,092
shares
|
$36.1 Million
1.25% of portfolio
|
Q1 2025
Reduced 2.87%
|
|
|
Awm Capital, LLC
|
Feb 05, 2025 Q4 2024 |
1,319,047
shares
|
$35.1 Million
5.79% of portfolio
|
Q4 2024
Added 2.73%
|
|
|
En Rich Financial Partners LLC
Madison, WI |
Apr 25, 2025 Q1 2025 |
1,252,990
shares
|
$33.3 Million
11.13% of portfolio
|
Q1 2025
Added 6.1%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
1,188,488
shares
|
$31.6 Million
0.01% of portfolio
|
Q1 2025
Added 0.36%
|