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 |
|---|---|---|---|---|---|
|
Uma Financial Services, Inc.
|
Feb 12, 2025 Q4 2024 |
4,967
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jan 22, 2025 Q4 2024 |
4,730
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 60.52%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
3,874
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 0.52%
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Feb 21, 2025 Q4 2024 |
3,832
shares
|
$0
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Feb 13, 2025 Q4 2024 |
3,586
shares
|
$0
0.04% of portfolio
|
Q4 2024
Added 1.19%
|
|
|
Orion Capital Management LLC
|
Feb 14, 2025 Q4 2024 |
2,898
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Feb 07, 2025 Q4 2024 |
2,751
shares
|
$0
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Red Tortoise LLC
Atlanta, GA |
Jan 24, 2025 Q4 2024 |
1,851
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 15.4%
|
|
|
Tortoise Investment Management, LLC
|
Feb 07, 2025 Q4 2024 |
1,720
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 77.32%
|
|
|
Keystone Financial Group, Inc.
Atlanta, GA |
Jan 28, 2025 Q4 2024 |
1,490
shares
|
$0
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Feb 14, 2025 Q4 2024 |
1,467
shares
|
$0
0.03% of portfolio
|
Q4 2024
Added 256.07%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Feb 14, 2025 Q4 2024 |
1,356
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 0.52%
|
|
|
Red Lighthouse Investment Management, LLC
New York, NY |
Feb 07, 2025 Q4 2024 |
1,207
shares
|
$0
0.02% of portfolio
|
Q3 2024
Added 12.38%
|
|
|
Curio Wealth, LLC
Annapolis, MD |
Feb 10, 2025 Q4 2024 |
1,180
shares
|
$0
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
1,137
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Feb 10, 2025 Q4 2024 |
1,068
shares
|
$0
0.02% of portfolio
|
Q2 2024
Added 7.23%
|
|
|
Pinney & Scofield, Inc.
Cambridge, MA |
Feb 18, 2025 Q4 2024 |
1,031
shares
|
$0
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
880
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 1.5%
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
Feb 12, 2025 Q4 2024 |
800
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
648
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 15.63%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jan 28, 2025 Q4 2024 |
454
shares
|
$0
0.01% of portfolio
|
Q4 2024
Added 0.44%
|
|
|
Blume Capital Management, Inc.
Berkeley, CA |
Feb 10, 2025 Q4 2024 |
300
shares
|
$0
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
220
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 26.44%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Feb 13, 2025 Q4 2024 |
144
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 44.0%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
77
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 7.23%
|