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 129 institutions that hold shares in the stock, with a total of 6.69 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 |
|---|---|---|---|---|---|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Feb 13, 2025 Q4 2024 |
19,399
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Better Wealth, LLC
|
Jan 22, 2025 Q4 2024 |
17,887
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 0.48%
|
|
|
Mb Generational Wealth, LLC
Spokane, WA |
Feb 03, 2025 Q4 2024 |
17,676
shares
|
$0
0.43% of portfolio
|
Q4 2024
Added 0.45%
|
|
|
Betterment LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
17,614
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 67.43%
|
|
|
Modera Wealth Management, LLC
|
Feb 05, 2025 Q4 2024 |
17,586
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 1.2%
|
|
|
Momentous Wealth Management, Inc.
Vancouver, WA |
Feb 11, 2025 Q4 2024 |
17,170
shares
|
$0
0.47% of portfolio
|
Q4 2024
New holding
|
|
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
Feb 03, 2025 Q4 2024 |
16,123
shares
|
$0
0.27% of portfolio
|
Q4 2024
Reduced 5.53%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
15,957
shares
|
$0
0.02% of portfolio
|
Q4 2024
Added 23.11%
|
|
|
Morling Financial Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
14,837
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 10.16%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Feb 06, 2025 Q4 2024 |
14,563
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 0.21%
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
Feb 12, 2025 Q4 2024 |
14,355
shares
|
$0
0.06% of portfolio
|
Q4 2024
Added 6.29%
|
|
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
Oct 23, 2024 Q3 2024 |
12,989
shares
|
$0
0.31% of portfolio
|
Q3 2024
Added 12.22%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
12,806
shares
|
$0
0.0% of portfolio
|
Q2 2024
Added 6.77%
|
|
|
Tci Wealth Advisors, Inc.
|
Jan 23, 2025 Q4 2024 |
12,685
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 6.33%
|
|
|
Carlson Capital Management
|
Feb 10, 2025 Q4 2024 |
12,683
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 21.92%
|
|
|
Syverson Strege & CO
West Des Moines, IA |
Feb 11, 2025 Q4 2024 |
12,519
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 8.02%
|
|
|
Wealthstream Advisors, Inc.
|
Feb 04, 2025 Q4 2024 |
12,120
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 28.34%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
12,068
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 8.59%
|
|
|
Rhs Financial, LLC
|
Jan 23, 2025 Q4 2024 |
11,180
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 4.64%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
11,125
shares
|
$0
0.14% of portfolio
|
Q1 2023
Added 12.15%
|
|
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
Jan 14, 2025 Q4 2024 |
11,002
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 4.46%
|
|
|
Bridge Generations Wealth Management LLC
South Miami, FL |
Feb 13, 2025 Q4 2024 |
10,753
shares
|
$0
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Caprock Group, Inc.
|
Jan 23, 2025 Q4 2024 |
10,395
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 31.67%
|
|
|
Arlington Financial Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
10,288
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Jan 13, 2025 Q4 2024 |
10,143
shares
|
$0
0.07% of portfolio
|
Q4 2024
Added 21.4%
|