Institutional Ownership Dimensional ETF Tr Dimen Emrgn (DFSE)
This table provides information about the institutional ownership of Dimensional ETF Tr Dimen Emrgn (DFSE). We have compiled data on the 159 institutions that hold shares in the stock, with a total of 7.97 Million shares, which have been reported (via 13F filing form) to have a value of $0.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Awm Capital, LLC
|
Oct 29, 2025 Q3 2025 |
675,590
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 7.71%
|
|
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
Oct 07, 2025 Q3 2025 |
562,822
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 1.93%
|
|
|
Maseco LLP
London, |
Nov 12, 2025 Q3 2025 |
558,185
shares
|
$0
1.11% of portfolio
|
Q3 2025
Added 1.83%
|
|
|
Five Oceans Advisors
|
Oct 22, 2025 Q3 2025 |
417,134
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 18.54%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Oct 24, 2025 Q3 2025 |
397,163
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 0.26%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 13, 2025 Q3 2025 |
340,812
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 53.38%
|
|
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
Nov 12, 2025 Q3 2025 |
340,567
shares
|
$0
2.01% of portfolio
|
Q3 2025
Added 1.15%
|
|
|
Citrine Capital LLC
San Francisco, CA |
Oct 21, 2025 Q3 2025 |
313,373
shares
|
$0
5.96% of portfolio
|
Q3 2025
Added 2.45%
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
285,830
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 4.56%
|
|
|
Retirement Solution Inc.
|
Nov 04, 2025 Q3 2025 |
262,145
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 0.94%
|
|
|
Vista Wealth Management Group, LLC
|
Apr 17, 2025 Q1 2025 |
210,308
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 1.91%
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Nov 10, 2025 Q3 2025 |
165,745
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 1.46%
|
|
|
Wealth Architects, LLC
|
Nov 13, 2025 Q3 2025 |
146,481
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 3.29%
|
|
|
Greenspring Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
133,416
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 80.0%
|
|
|
Schoolcraft Capital LLC
Boulder, CO |
Oct 29, 2025 Q3 2025 |
127,700
shares
|
$0
1.05% of portfolio
|
Q3 2025
Reduced 13.92%
|
|
|
Savant Capital, LLC
|
Nov 04, 2025 Q3 2025 |
124,129
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 2.1%
|
|
|
Francis Financial, Inc.
New York, NY |
Nov 05, 2025 Q3 2025 |
107,165
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Balanced Rock Investment Advisor
Roslindale, MA |
Nov 14, 2025 Q3 2025 |
87,655
shares
|
$0
2.63% of portfolio
|
Q3 2025
Reduced 2.35%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
86,863
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 10.05%
|
|
|
Asset Dedication, LLC
|
Nov 20, 2025 Q3 2025 |
83,062
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 3.74%
|
|
|
Pure Financial Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
80,816
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 10.84%
|
|
|
Tci Wealth Advisors, Inc.
|
Oct 10, 2025 Q3 2025 |
78,860
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 68.37%
|
|
|
Allodium Investment Consultants, LLC
Minneapolis, MN |
Oct 09, 2025 Q3 2025 |
76,235
shares
|
$0
1.77% of portfolio
|
Q3 2025
Added 25.93%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
75,156
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 59.88%
|
|
|
New Capital Management LP
|
Oct 08, 2025 Q3 2025 |
74,880
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 0.07%
|
|