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 |
|---|---|---|---|---|---|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
4,285
shares
|
$0
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Oct 23, 2025 Q3 2025 |
4,069
shares
|
$0
0.05% of portfolio
|
Q3 2025
Reduced 0.8%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
3,929
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 0.74%
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Aug 13, 2025 Q2 2025 |
3,405
shares
|
$0
0.09% of portfolio
|
Q2 2025
Added 4.03%
|
|
|
Washington Trust Advisors, Inc.
|
Nov 10, 2025 Q3 2025 |
2,423
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Orion Capital Management LLC
|
Oct 30, 2025 Q3 2025 |
2,323
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 0.35%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Oct 22, 2025 Q3 2025 |
1,851
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 15.4%
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2025 Q3 2025 |
1,720
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 77.32%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
1,702
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 9.17%
|
|
|
Keystone Financial Group, Inc.
Atlanta, GA |
Oct 20, 2025 Q3 2025 |
1,515
shares
|
$0
0.04% of portfolio
|
Q3 2025
Added 0.73%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Nov 13, 2025 Q3 2025 |
1,467
shares
|
$0
0.03% of portfolio
|
Q4 2024
Added 256.07%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Nov 14, 2025 Q3 2025 |
1,379
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 0.8%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Oct 16, 2025 Q3 2025 |
1,370
shares
|
$0
0.03% of portfolio
|
Q3 2025
Added 1726.67%
|
|
|
Red Lighthouse Investment Management, LLC
New York, NY |
Oct 31, 2025 Q3 2025 |
1,224
shares
|
$0
0.02% of portfolio
|
Q2 2025
Added 28.17%
|
|
|
Curio Wealth, LLC
Annapolis, MD |
Nov 12, 2025 Q3 2025 |
1,180
shares
|
$0
0.02% of portfolio
|
Q2 2025
Added 58900.0%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
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 |
Nov 12, 2025 Q3 2025 |
1,031
shares
|
$0
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Oct 09, 2025 Q3 2025 |
1,001
shares
|
$0
0.03% of portfolio
|
Q3 2025
Added 0.1%
|
|
|
Blume Capital Management, Inc.
Berkeley, CA |
Nov 05, 2025 Q3 2025 |
800
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 166.67%
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
Nov 13, 2025 Q3 2025 |
800
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
777
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 346.55%
|
|
|
Jfs Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
475
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 26.7%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Oct 14, 2025 Q3 2025 |
462
shares
|
$0
0.01% of portfolio
|
Q3 2025
Added 0.87%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Nov 05, 2025 Q3 2025 |
454
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 0.22%
|
|