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 |
|---|---|---|---|---|---|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
456,086
shares
|
$12.4 Million
3.37% of portfolio
|
Q3 2023
Added 6.41%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Feb 11, 2025 Q4 2024 |
455,308
shares
|
$12.4 Million
0.03% of portfolio
|
Q4 2024
Added 44.37%
|
|
|
Peirce Capital Management, LLC
The Woodlands, TX |
Jan 02, 2025 Q4 2024 |
446,817
shares
|
$12.2 Million
6.0% of portfolio
|
Q4 2024
Added 3.49%
|
|
|
Bfsg, LLC
|
Jan 31, 2025 Q4 2024 |
444,334
shares
|
$12.1 Million
1.39% of portfolio
|
Q4 2024
Reduced 0.77%
|
|
|
Verisail Partners, LLC
Chamblee, GA |
Feb 13, 2025 Q4 2024 |
444,302
shares
|
$12.1 Million
5.45% of portfolio
|
Q4 2024
New holding
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jan 27, 2025 Q4 2024 |
435,592
shares
|
$11.8 Million
4.37% of portfolio
|
Q4 2024
Added 5.81%
|
|
|
Austin Wealth Management, LLC
Austin, TX |
Feb 07, 2025 Q4 2024 |
427,515
shares
|
$11.6 Million
2.31% of portfolio
|
Q4 2024
Reduced 6.17%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Feb 06, 2025 Q4 2024 |
422,391
shares
|
$11.5 Million
0.42% of portfolio
|
Q4 2024
Added 10.53%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Jan 31, 2025 Q4 2024 |
420,912
shares
|
$11.4 Million
0.9% of portfolio
|
Q4 2024
Added 2398.44%
|
|
|
Waypoint Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
413,149
shares
|
$11.2 Million
2.86% of portfolio
|
Q3 2024
Added 88.09%
|
|
|
Mattern Wealth Management LLC
|
Jan 22, 2025 Q4 2024 |
409,114
shares
|
$11.1 Million
2.54% of portfolio
|
Q4 2024
Added 17.44%
|
|
|
Guardian Capital Advisors LP
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
399,815
shares
|
$10.9 Million
1.16% of portfolio
|
Q3 2024
Added 51.19%
|
|
|
Guardian Partners Inc.
Toronto, Z4 |
Feb 11, 2025 Q4 2024 |
399,815
shares
|
$10.9 Million
1.07% of portfolio
|
Q4 2024
New holding
|
|
|
Keb Asset Management, LLC
Springfield, IL |
Feb 07, 2025 Q4 2024 |
386,538
shares
|
$10.5 Million
3.36% of portfolio
|
Q4 2024
Added 14.14%
|
|
|
Advisory Services & Investments, LLC
|
Nov 12, 2024 Q3 2024 |
385,392
shares
|
$10.5 Million
8.26% of portfolio
|
Q3 2024
Reduced 5.54%
|
|
|
Von Borstel & Associates, Inc.
The Dalles, OR |
Feb 11, 2025 Q4 2024 |
383,310
shares
|
$10.4 Million
3.93% of portfolio
|
Q4 2024
Added 56.24%
|
|
|
Jgp Wealth Management, LLC
|
Jan 14, 2025 Q4 2024 |
382,538
shares
|
$10.4 Million
1.3% of portfolio
|
Q4 2024
Added 0.51%
|
|
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
Feb 06, 2025 Q4 2024 |
380,388
shares
|
$10.3 Million
4.99% of portfolio
|
Q4 2024
Added 0.31%
|
|
|
Hassell Wealth Management, LLC
Houma, LA |
Jan 30, 2025 Q4 2024 |
374,354
shares
|
$10.2 Million
3.94% of portfolio
|
Q4 2024
Added 0.54%
|
|
|
Bridge Generations Wealth Management LLC
South Miami, FL |
Feb 13, 2025 Q4 2024 |
359,380
shares
|
$9.78 Million
6.22% of portfolio
|
Q4 2024
New holding
|
|
|
Watchman Group, Inc.
Plano, TX |
Feb 12, 2025 Q4 2024 |
359,034
shares
|
$9.77 Million
2.89% of portfolio
|
Q4 2024
Reduced 0.8%
|
|
|
Cravens & CO Advisors, LLC
Cookeville, TN |
Feb 13, 2025 Q4 2024 |
355,632
shares
|
$9.67 Million
7.09% of portfolio
|
Q4 2024
Added 2.0%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Feb 13, 2025 Q4 2024 |
350,837
shares
|
$9.54 Million
0.13% of portfolio
|
Q4 2024
Added 10.07%
|
|
|
Emprise Bank
Wichita, KS |
Jan 13, 2025 Q4 2024 |
349,739
shares
|
$9.51 Million
5.17% of portfolio
|
Q4 2024
Added 6.14%
|
|
|
Squire Investment Management Company, LLC
Orem, UT |
Jan 30, 2025 Q4 2024 |
344,499
shares
|
$9.37 Million
3.97% of portfolio
|
Q4 2024
Added 22.74%
|