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 |
|---|---|---|---|---|---|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
29,140
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 2.14%
|
|
|
Betterment LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
25,497
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 58.53%
|
|
|
Addison Advisors LLC
|
Nov 07, 2025 Q3 2025 |
23,974
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 11.8%
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
Nov 12, 2025 Q3 2025 |
23,833
shares
|
$0
0.1% of portfolio
|
Q3 2025
Added 76.78%
|
|
|
Northland Capital Management LLC
|
Oct 29, 2025 Q3 2025 |
22,771
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 6.41%
|
|
|
Momentous Wealth Management, Inc.
Vancouver, WA |
Nov 13, 2025 Q3 2025 |
21,255
shares
|
$0
0.55% of portfolio
|
Q3 2025
Reduced 1.76%
|
|
|
Equita Financial Network, Inc.
Fort Washington, PA |
Oct 24, 2025 Q3 2025 |
21,220
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 66.47%
|
|
|
Seven Mile Advisory
Ewing, NJ |
Nov 13, 2025 Q3 2025 |
21,191
shares
|
$0
0.14% of portfolio
|
Q3 2025
Reduced 2.32%
|
|
|
Morling Financial Advisors, LLC
|
Nov 04, 2025 Q3 2025 |
20,010
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 0.25%
|
|
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
Nov 05, 2025 Q3 2025 |
19,975
shares
|
$0
0.06% of portfolio
|
Q3 2025
Added 2.44%
|
|
|
Nwam LLC
Mercer Island, WA |
Oct 28, 2025 Q3 2025 |
19,069
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 2.48%
|
|
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
Oct 17, 2025 Q3 2025 |
18,696
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 6.08%
|
|
|
Aspen Capital Management, LLC
Boise, ID |
Nov 04, 2025 Q3 2025 |
18,578
shares
|
$0
0.19% of portfolio
|
Q3 2025
Added 1.77%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
16,707
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 20.97%
|
|
|
Modera Wealth Management, LLC
|
Oct 31, 2025 Q3 2025 |
16,706
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 0.23%
|
|
|
Mb Generational Wealth, LLC
Spokane, WA |
Nov 05, 2025 Q3 2025 |
16,574
shares
|
$0
0.43% of portfolio
|
Q3 2025
Reduced 1.23%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
16,222
shares
|
$0
0.01% of portfolio
|
Q2 2025
Added 1.66%
|
|
|
Meritas Wealth Management, LLC
Larkspur, CA |
Oct 14, 2025 Q3 2025 |
15,968
shares
|
$0
0.32% of portfolio
|
Q3 2025
Reduced 0.43%
|
|
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
Oct 30, 2025 Q3 2025 |
15,668
shares
|
$0
0.26% of portfolio
|
Q3 2025
Reduced 3.78%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
14,976
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Wealthstream Advisors, Inc.
|
Nov 06, 2025 Q3 2025 |
14,555
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 12.9%
|
|
|
Better Wealth, LLC
|
Oct 21, 2025 Q3 2025 |
14,459
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 4.71%
|
|
|
Foster Group, Inc.
|
Oct 14, 2025 Q3 2025 |
14,374
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Syverson Strege & CO
West Des Moines, IA |
Dec 01, 2025 Q3 2025 |
14,212
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 3.91%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Oct 27, 2025 Q3 2025 |
13,830
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 5.03%
|
|