Institutional shares held 1.16 Billion
0 calls
0 puts
Total value of holdings $30.7B
$0 calls
$0 puts
# of Institutions 389


Latest Institutional Activity in DFEM

Top Purchases

Q4 2024
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Shares Held: 421K ($11.2M)
Q4 2024
Essential Planning, Llc. Shares Held: 337K ($8.94M)
Q4 2024
Rockwood Wealth Management, LLC Shares Held: 1.3M ($34.4M)
Q4 2024
Truepoint, Inc. Shares Held: 4.75M ($126M)
Q4 2024
Phillips Financial Management, LLC Shares Held: 980K ($26M)

Top Sells

Q4 2024
Better Wealth, LLC Shares Held: 148K ($3.92M)
Q4 2024
Oakwell Private Wealth Management, LLC Shares Held: 925K ($24.6M)
Q4 2024
Forvis Wealth Advisors, LLC Shares Held: 1.67M ($44.3M)
Q4 2024
Savant Capital, LLC Shares Held: 1.05M ($27.8M)
Q4 2024
Modera Wealth Management, LLC Shares Held: 13.2K ($349K)

About DFEM

Track Institutional and Insider Activities on DFEM

Follow DIMENSIONAL ETF TR EMERGING MK and customize your updates to receive the information that matters most to you.

Institutional Portfolio Updates

Receive a notification when an Institution or Guru buys or sells DFEM shares.

Notify only if

Insider Trading

Get notified when an Dimensional ETF Tr Emerging Mk insider buys or sells DFEM shares.

Notify only if

News

Receive news related to DIMENSIONAL ETF TR EMERGING MK

Track Activities on DFEM