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 418 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 $30.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
En Rich Financial Partners LLC
Madison, WI |
Feb 13, 2025 Q4 2024 |
1,180,936
shares
|
$31.4 Million
10.3% of portfolio
|
Q4 2024
Added 3.6%
|
|
|
Bank Of Montreal
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
1,178,182
shares
|
$31.3 Million
0.02% of portfolio
|
Q4 2024
Added 8.97%
|
|
|
Savant Capital, LLC
|
Jan 28, 2025 Q4 2024 |
1,045,846
shares
|
$27.8 Million
0.22% of portfolio
|
Q4 2024
Reduced 11.31%
|
|
|
Great Oak Capital Partners, LLC
South Easton, MA |
Jan 15, 2025 Q4 2024 |
1,028,189
shares
|
$27.3 Million
8.71% of portfolio
|
Q4 2024
Added 4.08%
|
|
|
Relaxing Retirement Coach
|
Jul 26, 2023 Q2 2023 |
1,022,219
shares
|
$27.2 Million
7.68% of portfolio
|
Q2 2023
Added 7.36%
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
Feb 14, 2025 Q4 2024 |
1,013,817
shares
|
$26.9 Million
3.83% of portfolio
|
Q4 2024
Added 4.53%
|
|
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
Jan 22, 2025 Q4 2024 |
1,006,992
shares
|
$26.8 Million
4.67% of portfolio
|
Q4 2024
Added 4.26%
|
|
|
Miramar Fiduciary Corp
Reno, NV |
Feb 13, 2025 Q4 2024 |
982,671
shares
|
$26.1 Million
26.59% of portfolio
|
Q4 2024
Reduced 9.21%
|
|
|
Phillips Financial Management, LLC
|
Feb 10, 2025 Q4 2024 |
979,620
shares
|
$26 Million
2.09% of portfolio
|
Q4 2024
Added 43.85%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
979,484
shares
|
$26 Million
0.31% of portfolio
|
Q4 2024
Added 4.23%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
962,109
shares
|
$25.6 Million
0.06% of portfolio
|
Q4 2024
Added 108.22%
|
|
|
Kooman & Associates
Altoona, PA |
Feb 03, 2025 Q4 2024 |
942,787
shares
|
$25 Million
8.93% of portfolio
|
Q4 2024
Added 5.3%
|
|
|
Oakwell Private Wealth Management, LLC
|
Feb 04, 2025 Q4 2024 |
925,281
shares
|
$24.6 Million
6.79% of portfolio
|
Q4 2024
Reduced 18.21%
|
|
|
Your Advocates Ltd., LLP
Houston, TX |
Feb 03, 2025 Q4 2024 |
868,548
shares
|
$23.1 Million
12.04% of portfolio
|
Q4 2024
Added 1.81%
|
|
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
Jan 14, 2025 Q4 2024 |
863,666
shares
|
$22.9 Million
8.3% of portfolio
|
Q4 2024
Added 6.69%
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
859,867
shares
|
$22.8 Million
2.13% of portfolio
|
Q4 2023
Added 1.16%
|
|
|
Brighton Jones LLC
|
Mar 04, 2025 Q4 2024 |
843,054
shares
|
$22.4 Million
0.66% of portfolio
|
Q4 2024
Added 19.16%
|
|
|
Betterment LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
823,919
shares
|
$21.9 Million
0.05% of portfolio
|
Q4 2024
Added 8.56%
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Feb 14, 2025 Q4 2024 |
813,616
shares
|
$21.6 Million
2.26% of portfolio
|
Q4 2024
Added 66.33%
|
|
|
Rather & Kittrell, Inc.
Knoxville, TN |
Feb 13, 2025 Q4 2024 |
811,234
shares
|
$21.6 Million
5.44% of portfolio
|
Q4 2024
Added 11.98%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jan 22, 2025 Q4 2024 |
772,254
shares
|
$20.5 Million
3.27% of portfolio
|
Q4 2024
Added 2.09%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
712,618
shares
|
$18.9 Million
0.0% of portfolio
|
Q4 2024
Added 19.71%
|
|
|
Stordahl Capital Management, Inc.
|
Jan 23, 2025 Q4 2024 |
689,730
shares
|
$18.3 Million
4.28% of portfolio
|
Q4 2024
Added 3.09%
|
|
|
Monograph Wealth Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
684,021
shares
|
$18.2 Million
2.53% of portfolio
|
Q4 2024
Reduced 14.01%
|
|
|
Pinnacle Financial Group, LLC
|
Feb 14, 2025 Q4 2024 |
681,433
shares
|
$18.1 Million
7.1% of portfolio
|
Q4 2024
Added 0.26%
|