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Disclosery

DFEM DIMENSIONAL ETF TRUST

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EMERGING MKTS CO (fund)

406 managers (409 13F filers) reported a position in DFEM shares at 2024-12-31, 1,163,210,668 shares in all. 32 filers opened a position and 15 filers sold out during the quarter.

Managers
406
13F filers
409
New
32
Added
235
Reduced
58
Sold out
15
Shares held by filers
1,163,210,668

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
JDH Wealth Management, LLC106,390$2.79M2.44%13F-HRTimeline
Arcadia Wealth Management, Inc.106,019$2.78M2.36%13F-HRTimeline
Bridgewater Advisors Inc.101,417$2.6M0.27%-14,40213F-HRTimeline
LEGACY FINANCIAL GROUP, INC.96,258$2.52M0.81%+11,30313F-HRTimeline
Savvy Advisors, Inc.95,820$2.51M0.3%-28,60213F-HRTimeline
Signature Resources Capital Management,…94,457$2.47M2.21%-2,96913F-HRTimeline
CAPTRUST FINANCIAL ADVISORS94,143$2.47M0.01%+6,41613F-HRTimeline
CogentBlue Wealth Advisors, LLC91,905$2.41M2.12%13F-HRTimeline
Five Oceans Advisors91,656$2.4M1.1%+1,96313F-HRTimeline
CFS Investment Advisory Services, LLC91,276$2.39M0.21%-1,89513F-HRTimeline
Sowell Financial Services LLC89,147$2.33M0.12%+97113F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO84,673$2.22M<0.01%-91,32713F-HRTimelineGroup
XY Planning Network, Inc.83,570$2.19M1.64%13F-HRTimeline
Avior Wealth Management, LLC82,119$2.15M0.08%+2,07613F-HRTimeline
ShankerValleau Wealth Advisors, Inc.81,727$2.14M0.69%+4,87413F-HRTimeline
Shearwater Capital LLC81,505$2.13M1.45%-15813F-HRTimeline
Abel Hall, LLC79,738$2.09M1.33%+4,55913F-HRTimeline
HMV Wealth Advisors, LLC78,655$2.06M2.06%13F-HRTimeline
Strengthening Families & Communities, L…76,993$2.02M1.14%+3,15613F-HRTimeline
Keyes, Stange & Wooten Wealth Managemen…75,802$1.99M1.17%+1,43913F-HRTimeline
Edge Financial Advisors LLC75,546$1.98M1.77%+2,11713F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…70,940$1.86M0.1%+9,13113F-HRTimelineGroup
Hurlow Wealth Management Group, Inc.69,139$1.81M0.57%+12,74113F-HRTimeline
Aveo Capital Partners, LLC69,116$1.81M0.2%-80713F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…69,101$1.81M<0.01%-28,57113F-HR/ATimeline
American Capital Advisory, LLC68,158$1.79M0.99%+4,29513F-HRTimeline
Beacon Pointe Advisors, LLC67,934$1.78M0.02%-1,46713F-HRTimeline
W.H. Cornerstone Investments Inc.67,678$1.77M1.18%+3,48813F-HRTimeline
Sageworth Trust Co of South Dakota67,646$1.77M2.24%+1,18013F-HRTimeline
Applied Capital LLC65,265$1.71M0.88%+10613F-HRTimeline
WMS Partners, LLC64,464$1.69M0.09%-11,27413F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC63,315$1.66M0.02%+33,85713F-HRTimelineGroup
Cahill Wealth Management, LLC61,218$1.6M0.82%+34713F-HRTimeline
Shore Point Advisors, LLC59,797$1.57M0.84%-10,42213F-HRTimeline
Financial Alternatives, Inc57,815$1.51M1.07%013F-HRTimeline
Kathleen S. Wright Associates Inc.57,697$1.51M0.63%+3,27813F-HRTimeline
Smartleaf Asset Management LLC56,595$1.48M0.15%+2,01913F-HRTimeline
Aspen Wealth Management LLC54,793$1.44M0.43%-3,82113F-HRTimeline
CRITERION CAPITAL ADVISORS, LLC52,880$1.41M0.89%013F-HRTimeline
Parallel Advisors, LLC49,285$1.29M0.03%+11413F-HRTimeline
Lodestone Wealth Management LLC49,183$1.29M0.65%new13F-HRTimeline
ASSET PLANNING CORPORATION48,941$1.28M0.8%+7,14413F-HRTimeline
Perigon Wealth Management, LLC49,248$1.27M0.03%-18313F-HRTimeline
JFS WEALTH ADVISORS, LLC48,605$1.27M0.09%+7,61613F-HRTimeline
Meritas Wealth Management, LLC48,375$1.27M0.76%+60113F-HRTimeline
GEM Asset Management, LLC47,971$1.26M0.7%+28,44413F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…47,569$1.25M0.03%new13F-HRTimelineGroup
Core Wealth Management, Inc.46,116$1.21M0.47%+913F-HRTimeline
Liberty Capital Management, Inc.44,324$1.16M0.26%+1,12513F-HRTimeline
Capstone Wealth Management, LLC44,020$1.15M1.13%13F-HRTimeline
Altiora Financial Group, LLC42,245$1.11M0.24%+9,56213F-HRTimeline
Aegis Wealth Management LLC42,132$1.1M0.75%13F-HRTimeline
Visionary Wealth Advisors41,319$1.08M0.06%+20,27413F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.40,713$1.07M0.46%-2,10313F-HRTimeline
SageView Advisory Group, LLC39,854$1.04M0.04%+5813F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…39,773$1.04M<0.01%+17,11713F-HRTimelineGroup
PINNEY & SCOFIELD, INC.39,222$1.03M0.78%13F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC39,024$1.02M0.13%-9013F-HRTimeline
Copperleaf Capital, LLC38,492$1.01M0.64%+3,03313F-HRTimeline
Patriot Financial Group Insurance Agenc…38,308$1M0.13%+1213F-HRTimeline
Live Oak Private Wealth LLC38,175$1000K0.17%-2,96013F-HRTimeline
Sprinkle Financial Consultants LLC37,643$986K0.67%+3,88113F-HRTimeline
Rialto Wealth Management, LLC36,799$964K0.32%13F-HRTimeline
Austin Asset Management Co Inc36,643$960K0.19%-47,66513F-HRTimeline
FMB WEALTH MANAGEMENT35,759$937K0.53%+66113F-HRTimeline
HBK Sorce Advisory LLC35,080$919K0.03%+2,03013F-HRTimeline
RED LIGHTHOUSE INVESTMENT MANAGEMENT, L…35,058$918K0.36%+1,22813F-HRTimeline
Farther Finance Advisors, LLC34,998$917K0.03%+8,20713F-HRTimeline
Millstone Evans Group, LLC32,797$859K0.59%13F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC32,656$855K<0.01%13F-HR/ATimelineGroup
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC32,579$853K<0.01%+5,99513F-HRTimelineGroup
Root Financial Partners, LLC30,966$811K0.1%+39313F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …30,449$797K0.02%+7,46113F-HRTimelineGroup
BROWN ADVISORY INCin group BROWN ADVISORY INC30,226$792K<0.01%+5,37013F-HRTimelineGroup
Advisory Services Network, LLC30,117$789K0.01%+42413F-HRTimeline
Ridgeline Wealth, LLC29,799$780K0.64%13F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC28,961$758K0.38%-10513F-HRTimeline
NWAM LLC28,851$756K0.05%+2,44113F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC29,301$749K0.16%+3,94713F-HRTimeline
Two West Capital Advisors LLC27,818$729K0.62%+3,67613F-HRTimeline
Grunden Financial Advisory, Inc.27,699$725K0.35%+8,35013F-HRTimeline
25 LLC27,625$723K0.31%+1,08613F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers27,549$722K<0.01%+24613F-HRTimelineGroup
AssuredPartners Investment Advisors, LLC27,444$719K0.14%13F-HRTimeline
Gemmer Asset Management LLC27,044$708K0.07%+77313F-HRTimeline
NorthCrest Asset Manangement, LLC26,910$705K0.02%+89113F-HR/ATimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA26,474$693K<0.01%+95313F-HRTimelineGroup
Sterling Wealth Advisors Inc24,636$645K0.51%13F-HRTimeline
Tortoise Investment Management, LLC24,093$631K0.07%013F-HR/ATimeline
VISTA CAPITAL PARTNERS, INC.23,906$626K0.07%+1,14013F-HRTimeline
DOPKINS WEALTH MANAGEMENT, LLC23,601$618K0.31%new13F-HRTimeline
TOWNSQUARE CAPITAL LLC23,046$604K0.01%+1,67513F-HRTimeline
Disciplined Investments, LLC22,350$585K0.29%013F-HRTimeline
Cresset Asset Management, LLC22,121$579K<0.01%-2,56813F-HRTimeline
Ariadne Wealth Management, LP21,369$573K0.26%new13F-HRTimeline
KRAFT ASSET MANAGEMENT, LLC22,045$571K0.44%+11,29713F-HRTimeline
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC20,177$528K0.44%+10,66713F-HRTimeline
Daner Wealth Management, LLC19,904$528K0.39%13F-HRTimeline
Blossom Wealth Management19,797$518K1%+1,14413F-HRTimeline
CWM, LLCin group CWM, LLC19,628$514K<0.01%-23,12713F-HRTimelineGroup
Abacus Planning Group, Inc.19,199$503K0.09%+4,00513F-HRTimeline
RF&L WEALTH MANAGEMENT, LLC19,185$502K0.36%+92513F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC19,024$498K0.02%+85713F-HRTimelineGroup
Private Advisor Group, LLC18,883$495K<0.01%+11213F-HRTimeline
POINCIANA ADVISORS GROUP, LLC18,441$483K0.49%13F-HRTimeline
Gordian Advisors LLC18,318$480K0.38%+3,32813F-HRTimeline
Blue Trust, Inc.18,309$480K0.01%+3,35113F-HR/ATimeline
True Wealth Design, LLC18,199$477K0.18%013F-HRTimeline
Wedmont Private Capital18,230$466K0.02%013F-HRTimeline
Clear Creek Financial Management, LLC17,721$464K0.05%013F-HRTimeline
Warburton Capital Management, LLC17,628$461K0.35%13F-HRTimeline
First Financial Group Corp17,600$461K0.51%13F-HRTimeline
Strathmore Capital Advisors, Inc.17,335$454K0.33%13F-HRTimeline
Chico Wealth RIA17,228$451K0.39%013F-HRTimeline
Chicago Partners Investment Group LLC17,310$451K0.01%-2,61213F-HRTimeline
Oceanside Advisors LLC17,171$450K0.34%+1,10313F-HRTimeline
Wealthspire Advisors, LLC17,011$446K<0.01%new13F-HRTimeline
Hoxton Planning & Management, LLC16,979$445K0.17%-1,23213F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC16,800$440K<0.01%new13F-HRTimeline
ANDREWS, LUCIA WEALTH MANAGEMENT LLC15,432$434K0.29%+1,15013F-HRTimeline
Caprock Group, LLC16,401$430K0.01%013F-HRTimeline
Quad-Cities Investment Group, LLC16,386$429K0.21%+7913F-HRTimeline
EARNED WEALTH ADVISORS, LLC16,377$429K0.14%+4,73513F-HRTimeline
Geometric Wealth Advisors15,709$411K0.07%013F-HRTimeline
RFG Advisory, LLC15,476$405K0.01%-12,26313F-HRTimeline
LAM GROUP, INC.15,000$393K0.28%new13F-HRTimeline
SEVEN MILE ADVISORY14,820$388K0.25%013F-HRTimeline
GeoWealth Management, LLC14,750$386K0.01%+5,45313F-HRTimeline
Schulz Wealth, LTD.14,622$383K0.29%-71413F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC14,600$382K<0.01%013F-HRTimelineGroup
Morling Financial Advisors, LLC14,455$379K0.13%-63813F-HRTimeline
Clearstead Advisors, LLC13,564$355K0.01%-1,69513F-HRTimeline
Modera Wealth Management, LLC13,160$345K<0.01%-76,45613F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.12,889$338K<0.01%new13F-HRTimelineGroup
KEYVANTAGE WEALTH, LLC12,781$335K0.24%13F-HRTimeline
Austin Private Wealth, LLC12,555$329K0.03%new13F-HRTimeline
Lauterbach Financial Advisors, LLC12,396$325K0.2%+1,35313F-HRTimeline
Mustard Seed Financial, LLC12,367$324K0.26%-3813F-HRTimeline
SOL Capital Management CO11,940$313K0.03%-90013F-HRTimeline
Main Street Financial Solutions, LLC11,700$306K0.03%new13F-HRTimeline
TCFG WEALTH MANAGEMENT, LLCin group TCFG Investment Advisors, LLC11,656$305K0.15%+2913F-HRTimelineGroup
Compass Ion Advisors, LLC11,359$297K0.04%new13F-HRTimeline
BURNEY CO/11,199$293K0.01%+93113F-HRTimeline
CITIGROUP INCin group CITIGROUP INC11,078$290K<0.01%+6,16013F-HRTimelineGroup
Lifeworks Advisors, LLC10,695$280K0.05%-33213F-HRTimeline
IFP Advisors, Inc10,671$279K0.01%+1,05613F-HRTimeline
Pine Harbor Wealth Management, LLC10,644$279K0.11%-3,52013F-HRTimeline
Astra Wealth Partners LLC10,500$275K0.26%13F-HRTimeline
Strategent Financial, LLC10,073$264K0.26%13F-HRTimeline
FOSTER & MOTLEY INC9,969$261K0.02%013F-HRTimeline
DAVIS R M INC9,753$255K<0.01%new13F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC9,384$246K0.02%+68413F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC9,266$243K0.02%-23913F-HRTimelineGroup
Aurelius Family Office LLC9,129$239K0.12%13F-HRTimeline
Arkadios Wealth Advisors9,022$236K0.01%+41013F-HRTimeline
Ashton Thomas Private Wealth, LLC9,002$236K0.01%new13F-HRTimeline
Freedom Investment Management, Inc.8,985$235K0.02%+51313F-HRTimeline
Kaye Capital Management8,970$235K0.11%-46913F-HRTimeline
HRT FINANCIAL LP8,893$232K<0.01%new13F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…8,769$230K<0.01%new13F-HRTimelineGroup
VanderPol Investments L.L.C.8,266$216K0.47%new13F-HRTimeline
U.S. Capital Wealth Advisors, LLC8,148$213K0.01%new13F-HRTimeline
Valeo Financial Advisors, LLC7,899$207K0.01%013F-HRTimeline
Disciplined Equity Management, Inc.7,880$206K0.13%+5013F-HRTimeline
Lakeridge Wealth Management LLC7,747$203K0.1%-3,80413F-HRTimeline
Boyce & Associates Wealth Consulting, I…7,688$201K0.2%new13F-HRTimeline
Beacon Financial Advisory LLC7,661$201K0.07%new13F-HRTimeline
McGrath & Associates, Inc.7,646$200K0.4%13F-HRTimeline
SYM FINANCIAL Corp7,583$199K0.03%-79113F-HRTimeline
C M BIDWELL & ASSOCIATES LTD7,173$188K0.11%-1,00113F-HRTimeline
FMR LLCin group FMR LLC6,696$175K<0.01%+21313F-HRTimelineGroup
Colonial Trust Co / SCin group Colonial Trust Advisors6,537$171K0.03%-1,67113F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.6,287$164K<0.01%+5,45513F-HRTimelineGroup
MARYLAND CAPITAL ADVISORS INC.5,401$141K0.07%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC4,502$118K<0.01%-19913F-HRTimelineGroup
ELEVATION WEALTH PARTNERS, LLC3,691$96.7K0.04%013F-HRTimeline
Vermillion Wealth Management, Inc.2,930$76.7K0.04%13F-HRTimeline
Glass Jacobson Investment Advisors llc2,723$71.3K0.02%+78413F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
AE Wealth Management LLC2,555$66.9K<0.01%new13F-HRTimeline
Physician Wealth Advisors, Inc.2,414$63.2K0.01%new13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN2,063$54K<0.01%-3,79913F-HRTimelineGroup
Kennebec Savings Bank1,555$39.4K0.04%new13F-HRTimeline
Keystone Financial Group, Inc.1,499$39.3K0.03%13F-HRTimeline
CURIO WEALTH, LLC1,380$36.1K0.02%13F-HRTimeline
QUADRANT CAPITAL GROUP LLC1,077$28.2K<0.01%013F-HRTimeline
Vermillion & White Wealth Management Gr…912$23.9K0.02%+113F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…903$23.7K<0.01%+42213F-HRTimeline
Aspect Partners, LLC732$19.2K0.01%+41413F-HRTimeline
TD Waterhouse Canada Inc.715$18.7K<0.01%new13F-HRTimeline
Topsail Wealth Management, LLC711$18.6K<0.01%13F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC660$17.3K<0.01%+10713F-HRTimeline
Parkside Financial Bank & Trust538$14.1K<0.01%013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.389$10K<0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
COMERICA BANK249$6.52K<0.01%+1113F-HR/ATimeline
Aptus Capital Advisors, LLC223$5.85K<0.01%-62313F-HRTimeline
Transce3nd, LLC216$5.66K<0.01%13F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC177$4.64K<0.01%013F-HRTimeline
Global Trust Asset Management, LLC160$4.19K<0.01%013F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…147$3.88K<0.01%new13F-HRTimeline
OPTIMUM INVESTMENT ADVISORS120$3.14K<0.01%013F-HRTimeline