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 |
|---|---|---|---|---|---|
|
Creative Capital Management Investments LLC
San Diego, CA |
Jan 31, 2025 Q4 2024 |
10,068
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 34.85%
|
|
|
En Rich Financial Partners LLC
Madison, WI |
Feb 13, 2025 Q4 2024 |
9,660
shares
|
$0
0.11% of portfolio
|
Q4 2024
Added 1.37%
|
|
|
Life Pro Asset Management
|
Oct 09, 2024 Q3 2024 |
9,632
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 37.76%
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
9,624
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 21.3%
|
|
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
Feb 07, 2025 Q4 2024 |
9,526
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 10.46%
|
|
|
Babb Wealth Advisors LLC
Flagstaff, AZ |
Feb 06, 2025 Q4 2024 |
9,484
shares
|
$0
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Meritas Wealth Management, LLC
Larkspur, CA |
Jan 16, 2025 Q4 2024 |
9,245
shares
|
$0
0.18% of portfolio
|
Q4 2024
Added 0.57%
|
|
|
Advisory Services & Investments, LLC
|
Nov 12, 2024 Q3 2024 |
9,144
shares
|
$0
0.0% of portfolio
|
Q2 2024
Added 14.11%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
8,846
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Financial Counselors Inc
|
Feb 11, 2025 Q4 2024 |
8,686
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
8,648
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 0.21%
|
|
|
Jentner Corp
|
Feb 14, 2025 Q4 2024 |
8,275
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 0.24%
|
|
|
Freedom Financial Partners LLC
Oakdale, MN |
Feb 12, 2025 Q4 2024 |
8,116
shares
|
$0
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Parcion Private Wealth LLC
Bellevue, WA |
Feb 03, 2025 Q4 2024 |
7,896
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 27.56%
|
|
|
Level Financial Advisors, Inc.
|
Jan 22, 2025 Q4 2024 |
7,354
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Feb 03, 2025 Q4 2024 |
7,255
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 4.33%
|
|
|
Hill Investment Group Partners, LLC
St. Louis, MO |
Feb 14, 2025 Q4 2024 |
7,208
shares
|
$0
0.03% of portfolio
|
Q4 2024
Added 4.45%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
7,143
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 2.62%
|
|
|
Geometric Wealth Advisors
|
Feb 07, 2025 Q4 2024 |
7,002
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 10.3%
|
|
|
Grand Wealth Management, LLC
Grand Rapids, MI |
Feb 12, 2025 Q4 2024 |
6,968
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 9.44%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
6,890
shares
|
$0
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Chicago Partners Investment Group LLC
|
Jan 23, 2025 Q4 2024 |
6,399
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 2.38%
|
|
|
Passive Capital Management, Llc.
Baltimore, MD |
Feb 05, 2025 Q4 2024 |
6,300
shares
|
$0
0.07% of portfolio
|
Q1 2024
New holding
|
|
|
Foundation Wealth Management, Llc\Pa
Media, PA |
Feb 11, 2025 Q4 2024 |
6,275
shares
|
$0
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Feb 05, 2025 Q4 2024 |
6,167
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|