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 |
|---|---|---|---|---|---|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Feb 13, 2025 Q4 2024 |
189,436
shares
|
$5.15 Million
0.04% of portfolio
|
Q4 2024
Added 644.02%
|
|
|
Prospect Financial Group LLC
Arlington, VA |
Feb 11, 2025 Q4 2024 |
180,522
shares
|
$4.91 Million
5.82% of portfolio
|
Q4 2024
New holding
|
|
|
Flputnam Investment Management CO
Portland, ME |
Feb 05, 2025 Q4 2024 |
177,841
shares
|
$4.84 Million
0.09% of portfolio
|
Q4 2024
Reduced 8.13%
|
|
|
Sage Oak Financial, LLC
Tulsa, OK |
Feb 10, 2025 Q4 2024 |
177,213
shares
|
$4.82 Million
4.24% of portfolio
|
Q4 2024
New holding
|
|
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
Jan 28, 2025 Q4 2024 |
176,492
shares
|
$4.8 Million
1.0% of portfolio
|
Q4 2024
Added 7.31%
|
|
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
Oct 23, 2024 Q3 2024 |
173,463
shares
|
$4.72 Million
3.32% of portfolio
|
Q3 2024
Added 8.6%
|
|
|
Clarity Wealth Development LLC
Corvallis, OR |
Feb 10, 2025 Q4 2024 |
173,439
shares
|
$4.72 Million
4.94% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Harvest, LLC
Winter Park, FL |
Feb 03, 2025 Q4 2024 |
171,892
shares
|
$4.68 Million
3.8% of portfolio
|
Q4 2024
New holding
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
171,321
shares
|
$4.66 Million
0.01% of portfolio
|
Q4 2024
Added 2.37%
|
|
|
Timonier Family Office, Ltd.
Winston Salem, NC |
Feb 03, 2025 Q4 2024 |
171,295
shares
|
$4.66 Million
2.3% of portfolio
|
Q4 2024
New holding
|
|
|
One Degree Advisors Inc
San Diego, CA |
Feb 13, 2025 Q4 2024 |
165,322
shares
|
$4.5 Million
1.79% of portfolio
|
Q4 2024
Added 4.23%
|
|
|
Davenport & CO LLC
|
Jan 24, 2025 Q4 2024 |
164,928
shares
|
$4.49 Million
0.03% of portfolio
|
Q4 2024
Added 25.9%
|
|
|
Pb Mares Wealth Management LLC
|
Jan 24, 2025 Q4 2024 |
160,902
shares
|
$4.38 Million
0.87% of portfolio
|
Q4 2024
Added 1.81%
|
|
|
Passive Capital Management, Llc.
Baltimore, MD |
Feb 05, 2025 Q4 2024 |
157,651
shares
|
$4.29 Million
1.45% of portfolio
|
Q4 2024
Added 7.82%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
157,475
shares
|
$4.28 Million
0.0% of portfolio
|
Q4 2024
Added 5.44%
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Jan 21, 2025 Q4 2024 |
156,923
shares
|
$4.27 Million
1.07% of portfolio
|
Q4 2024
Added 37.51%
|
|
|
Wealth Advisors Northwest LLC
Portland, OR |
Jan 29, 2025 Q4 2024 |
156,567
shares
|
$4.26 Million
2.79% of portfolio
|
Q4 2024
New holding
|
|
|
Friday Financial
Dubuque, IA |
Feb 11, 2025 Q4 2024 |
156,414
shares
|
$4.25 Million
2.82% of portfolio
|
Q4 2024
New holding
|
|
|
Versant Capital Management, Inc
|
Jan 02, 2025 Q4 2024 |
154,898
shares
|
$4.21 Million
0.89% of portfolio
|
Q4 2024
Added 3.61%
|
|
|
Financial Counselors Inc
|
Feb 11, 2025 Q4 2024 |
154,342
shares
|
$4.2 Million
0.06% of portfolio
|
Q4 2024
Added 32.55%
|
|
|
Align Wealth Management, LLC
Oklahoma City, OK |
Jan 09, 2023 Q4 2022 |
149,425
shares
|
$4.06 Million
2.58% of portfolio
|
Q4 2022
New holding
|
|
|
Vantage Point Financial LLC
Lisle, IL |
Jan 24, 2025 Q4 2024 |
148,983
shares
|
$4.05 Million
2.1% of portfolio
|
Q4 2024
New holding
|
|
|
Better Wealth, LLC
|
Jan 22, 2025 Q4 2024 |
147,640
shares
|
$4.02 Million
1.08% of portfolio
|
Q4 2024
Reduced 75.22%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
147,067
shares
|
$4 Million
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
Jan 16, 2025 Q4 2024 |
145,610
shares
|
$3.96 Million
0.9% of portfolio
|
Q4 2024
New holding
|