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 |
|---|---|---|---|---|---|
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
Feb 12, 2025 Q4 2024 |
258,258
shares
|
$7.02 Million
2.35% of portfolio
|
Q4 2024
Added 2.24%
|
|
|
Switch Point Financial Planning, LLC
Lehi, UT |
Feb 11, 2025 Q4 2024 |
251,745
shares
|
$6.85 Million
6.31% of portfolio
|
Q4 2024
New holding
|
|
|
Discipline Wealth Solutions, LLC
Greenville, SC |
Nov 19, 2024 Q3 2024 |
248,791
shares
|
$6.77 Million
3.85% of portfolio
|
Q3 2024
Added 17.1%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Feb 07, 2025 Q4 2024 |
244,958
shares
|
$6.66 Million
1.11% of portfolio
|
Q4 2024
Added 1.04%
|
|
|
Hemington Wealth Management
|
Jan 29, 2025 Q4 2024 |
241,994
shares
|
$6.58 Million
1.59% of portfolio
|
Q4 2024
Added 24.05%
|
|
|
United Wealth Management, LLC
Charlottesville, VA |
Feb 10, 2025 Q4 2024 |
235,401
shares
|
$6.4 Million
2.08% of portfolio
|
Q4 2024
New holding
|
|
|
Hippocratic Financial Advisors, LLC
Westlake Village, CA |
Feb 12, 2025 Q4 2024 |
233,487
shares
|
$6.35 Million
4.25% of portfolio
|
Q4 2024
New holding
|
|
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
Jan 16, 2025 Q4 2024 |
231,342
shares
|
$6.29 Million
2.37% of portfolio
|
Q3 2024
Reduced 1.06%
|
|
|
Level Financial Advisors, Inc.
|
Jan 22, 2025 Q4 2024 |
227,227
shares
|
$6.18 Million
2.37% of portfolio
|
Q4 2024
Added 25.14%
|
|
|
American Investment Services, Inc.
|
Feb 13, 2025 Q4 2024 |
226,769
shares
|
$6.17 Million
1.06% of portfolio
|
Q3 2024
Reduced 0.98%
|
|
|
Foundation Wealth Management, Llc\Pa
Media, PA |
Feb 11, 2025 Q4 2024 |
225,804
shares
|
$6.14 Million
2.87% of portfolio
|
Q4 2024
New holding
|
|
|
Studio Investment Management LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
218,999
shares
|
$5.96 Million
1.26% of portfolio
|
Q4 2024
Added 2.97%
|
|
|
Tilson Financial Group, Inc.
New Providence, NJ |
Feb 07, 2025 Q4 2024 |
215,008
shares
|
$5.85 Million
2.3% of portfolio
|
Q4 2024
Added 28.96%
|
|
|
Gradient Capital Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
214,447
shares
|
$5.83 Million
1.85% of portfolio
|
Q4 2024
Added 6.65%
|
|
|
Hiley Hunt Wealth Management
Omaha, NE |
Jan 06, 2025 Q4 2024 |
212,641
shares
|
$5.78 Million
3.09% of portfolio
|
Q4 2024
Added 7.8%
|
|
|
Mills Wealth Advisors LLC
Southlake, TX |
Feb 05, 2025 Q4 2024 |
211,238
shares
|
$5.75 Million
3.15% of portfolio
|
Q4 2024
Reduced 1.29%
|
|
|
O'Connor Financial Group LLC
Quincy, IL |
Jan 06, 2025 Q4 2024 |
210,101
shares
|
$5.71 Million
2.88% of portfolio
|
Q4 2024
Added 3.0%
|
|
|
Quarry Hill Advisors, LLC
St Paul, MN |
Jan 28, 2025 Q4 2024 |
209,238
shares
|
$5.69 Million
3.69% of portfolio
|
Q4 2024
Added 6.48%
|
|
|
Northwest Wealth Management, LLC
|
Feb 10, 2025 Q4 2024 |
208,618
shares
|
$5.67 Million
1.17% of portfolio
|
Q4 2024
Added 114.87%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
208,095
shares
|
$5.66 Million
0.0% of portfolio
|
Q4 2024
Added 24.62%
|
|
|
Bco Wealth Management LLC
Carlsbad, NM |
Feb 12, 2025 Q4 2024 |
198,514
shares
|
$5.4 Million
4.32% of portfolio
|
Q4 2024
New holding
|
|
|
Leonard Rickey Investment Advisors P.L.L.C.
|
Jan 16, 2025 Q4 2024 |
197,443
shares
|
$5.37 Million
1.19% of portfolio
|
Q4 2024
Added 45.06%
|
|
|
Lutz Financial Services LLC
|
Feb 03, 2025 Q4 2024 |
197,014
shares
|
$5.36 Million
0.42% of portfolio
|
Q4 2024
Added 9.14%
|
|
|
Claris Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
195,801
shares
|
$5.33 Million
2.26% of portfolio
|
Q4 2024
Added 62.84%
|
|
|
Enzi Wealth
Austin, TX |
Jan 23, 2025 Q4 2024 |
194,070
shares
|
$5.28 Million
2.09% of portfolio
|
Q4 2024
Added 5.56%
|