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 414 institutions that hold shares in the stock, with a total of 1.16 Billion shares, which have been reported (via 13F filing form) to have a value of $31.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Elser Financial Planning, Inc
Indianapolis, IN |
Jan 28, 2025 Q4 2024 |
1,018,165,805
shares
|
$27.7 Billion
1.6% of portfolio
|
Q4 2024
New holding
|
|
|
Forum Financial Management, LP
Lombard, IL |
Feb 20, 2025 Q4 2024 |
16,327,878
shares
|
$444 Million
8.46% of portfolio
|
Q4 2024
Added 1.82%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Feb 10, 2025 Q4 2024 |
5,923,838
shares
|
$161 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
|
$140 Million
2.46% of portfolio
|
Q4 2024
Added 30.13%
|
|
|
Truepoint, Inc.
|
Feb 11, 2025 Q4 2024 |
4,745,109
shares
|
$129 Million
3.4% of portfolio
|
Q4 2024
Added 6.92%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
4,161,326
shares
|
$113 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
|
$108 Million
1.18% of portfolio
|
Q2 2024
Added 24.66%
|
|
|
Parcion Private Wealth LLC
Bellevue, WA |
Feb 03, 2025 Q4 2024 |
2,765,275
shares
|
$75.2 Million
5.69% of portfolio
|
Q4 2024
Added 5.59%
|
|
|
Asset Dedication, LLC
|
Jan 22, 2025 Q4 2024 |
2,456,117
shares
|
$66.8 Million
5.15% of portfolio
|
Q4 2024
Added 3.23%
|
|
|
Heritage Financial Services, LLC
|
Jan 23, 2025 Q4 2024 |
2,421,903
shares
|
$65.9 Million
8.65% of portfolio
|
Q4 2024
Added 4.02%
|
|
|
Evensky & Katz LLC
|
Feb 13, 2025 Q4 2024 |
2,336,522
shares
|
$63.6 Million
4.0% of portfolio
|
Q4 2024
Added 2.5%
|
|
|
Carlson Capital Management
|
Feb 10, 2025 Q4 2024 |
2,235,787
shares
|
$60.8 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
|
$58.4 Million
2.77% of portfolio
|
Q3 2022
Added 42.71%
|
|
|
Rw Investment Management LLC
Eagle, ID |
Feb 03, 2025 Q4 2024 |
1,799,716
shares
|
$49 Million
5.74% of portfolio
|
Q4 2024
Added 3.75%
|
|
|
Jmg Financial Group, Ltd.
|
Feb 03, 2025 Q4 2024 |
1,743,671
shares
|
$47.4 Million
1.61% of portfolio
|
Q4 2024
Added 12.53%
|
|
|
Forvis Wealth Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
1,669,149
shares
|
$45.4 Million
1.04% of portfolio
|
Q4 2024
Reduced 9.64%
|
|
|
Total Wealth Planning, LLC
|
Jan 15, 2025 Q4 2024 |
1,643,155
shares
|
$44.7 Million
7.12% of portfolio
|
Q4 2024
Added 6.8%
|
|
|
Hill Investment Group Partners, LLC
St. Louis, MO |
Feb 14, 2025 Q4 2024 |
1,636,879
shares
|
$44.5 Million
5.74% of portfolio
|
Q4 2024
Added 3.73%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
1,579,210
shares
|
$43 Million
0.02% of portfolio
|
Q4 2024
Added 12.86%
|
|
|
Sequoia Financial Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
1,472,650
shares
|
$40.1 Million
0.33% of portfolio
|
Q4 2024
Added 24.13%
|
|
|
Wealthstream Advisors, Inc.
|
Feb 04, 2025 Q4 2024 |
1,431,103
shares
|
$38.9 Million
7.22% of portfolio
|
Q4 2024
Added 4.71%
|
|
|
Apella Capital, LLC
|
Jan 14, 2025 Q4 2024 |
1,398,252
shares
|
$38 Million
1.44% of portfolio
|
Q4 2024
Added 26.77%
|
|
|
Awm Capital, LLC
|
Feb 05, 2025 Q4 2024 |
1,319,047
shares
|
$35.9 Million
5.79% of portfolio
|
Q4 2024
Added 2.73%
|
|
|
Rockwood Wealth Management, LLC
New Hope, PA |
Jan 21, 2025 Q4 2024 |
1,295,263
shares
|
$35.2 Million
3.66% of portfolio
|
Q4 2024
Added 32.11%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
1,184,261
shares
|
$32.2 Million
0.01% of portfolio
|
Q4 2024
Added 14.67%
|