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 |
|---|---|---|---|---|---|
|
Babb Wealth Advisors LLC
Flagstaff, AZ |
Nov 10, 2025 Q3 2025 |
9,197
shares
|
$0
0.25% of portfolio
|
Q3 2025
Reduced 0.81%
|
|
|
Advisory Services & Investments, LLC
|
Nov 12, 2024 Q3 2024 |
9,144
shares
|
$0
0.0% of portfolio
|
Q2 2024
Added 14.11%
|
|
|
Jentner Corp
|
Jul 16, 2025 Q2 2025 |
8,551
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 3.34%
|
|
|
Midwest Trust CO
Overland Park, KS |
Nov 06, 2025 Q3 2025 |
8,390
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 34.18%
|
|
|
Level Financial Advisors, Inc.
|
Oct 15, 2025 Q3 2025 |
8,231
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 2.94%
|
|
|
Sellwood Investment Partners LLC
Portland, OR |
Oct 30, 2025 Q3 2025 |
7,684
shares
|
$0
0.13% of portfolio
|
Q3 2025
Added 5.83%
|
|
|
Grand Wealth Management, LLC
Grand Rapids, MI |
Oct 31, 2025 Q3 2025 |
7,200
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 9.76%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Nov 07, 2025 Q3 2025 |
7,188
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 0.24%
|
|
|
Garrett Investment Advisors LLC
|
Oct 09, 2025 Q3 2025 |
7,127
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
6,890
shares
|
$0
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Chicago Partners Investment Group LLC
|
Oct 29, 2025 Q3 2025 |
6,772
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 5.83%
|
|
|
Hill Investment Group Partners, LLC
St. Louis, MO |
Nov 14, 2025 Q3 2025 |
6,585
shares
|
$0
0.03% of portfolio
|
Q3 2025
Reduced 5.47%
|
|
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
Nov 12, 2025 Q3 2025 |
6,450
shares
|
$0
0.12% of portfolio
|
Q3 2025
Added 3.25%
|
|
|
Foundation Wealth Management, Llc\Pa
Media, PA |
Oct 20, 2025 Q3 2025 |
6,350
shares
|
$0
0.1% of portfolio
|
Q3 2025
Added 0.6%
|
|
|
My Personal Cfo, LLC
|
Oct 20, 2025 Q3 2025 |
6,350
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Tanager Wealth Management LLP
|
Oct 24, 2025 Q3 2025 |
6,074
shares
|
$0
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Wealth Advisors Northwest LLC
Portland, OR |
Oct 08, 2025 Q3 2025 |
5,477
shares
|
$0
0.11% of portfolio
|
Q3 2025
Reduced 17.4%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Nov 12, 2025 Q3 2025 |
5,467
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 0.83%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
5,466
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 0.39%
|
|
|
United Wealth Management, LLC
Charlottesville, VA |
Nov 12, 2025 Q3 2025 |
5,411
shares
|
$0
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Mills Wealth Advisors LLC
Southlake, TX |
Oct 10, 2025 Q3 2025 |
5,249
shares
|
$0
0.09% of portfolio
|
Q3 2025
Reduced 0.36%
|
|
|
Mc Grath & Associates, Inc.
Asheville, NC |
Oct 14, 2025 Q3 2025 |
5,097
shares
|
$0
0.31% of portfolio
|
Q3 2025
New holding
|
|
|
Bridge Generations Wealth Management LLC
South Miami, FL |
Nov 06, 2025 Q3 2025 |
4,884
shares
|
$0
0.13% of portfolio
|
Q2 2025
Reduced 54.03%
|
|
|
Uma Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
4,812
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 0.08%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Oct 14, 2025 Q3 2025 |
4,804
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 3.78%
|
|