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Disclosery

DFEM DIMENSIONAL ETF TRUST

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EMERGING MKTS CO (fund)

429 managers (431 13F filers) reported a position in DFEM shares at 2025-03-31, 157,281,212 shares in all. 35 filers opened a position and 14 filers sold out during the quarter.

Managers
429
13F filers
431
New
35
Added
276
Reduced
87
Sold out
14
Shares held by filers
157,281,212

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Family Office Research LLC116,213$3.08M1.5%-12,33013F-HRTimeline
Waterfront Wealth Inc.115,310$3.05M0.74%+3,64713F-HRTimeline
GRAND WEALTH MANAGEMENT, LLC114,977$3.04M1.67%+5,97413F-HRTimeline
Beacon Pointe Advisors, LLC108,477$2.87M0.03%+40,54313F-HRTimeline
OLD MISSION CAPITAL LLC107,824$2.85M0.06%new13F-HRTimeline
Five Oceans Advisors104,931$2.78M1.33%+13,27513F-HRTimeline
XY Planning Network, Inc.104,888$2.78M1.85%+21,31813F-HRTimeline
VeraBank, N.A.104,460$2.76M0.77%-25,06113F-HRTimeline
LEGACY FINANCIAL GROUP, INC.101,179$2.68M0.86%+4,92113F-HRTimeline
Bridgewater Advisors Inc.99,011$2.63M0.23%-2,40613F-HRTimeline
HB Wealth Management, LLC94,656$2.5M0.02%new13F-HRTimeline
CogentBlue Wealth Advisors, LLC94,558$2.5M2.2%+2,65313F-HRTimeline
CAPTRUST FINANCIAL ADVISORS93,127$2.46M0.01%-1,01613F-HRTimeline
Signature Resources Capital Management,…92,919$2.46M2.12%-1,53813F-HRTimeline
ENTREWEALTH, LLC89,917$2.38M1.83%-15,45313F-HRTimeline
CFS Investment Advisory Services, LLC89,618$2.37M0.21%-1,65813F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC88,874$2.35M0.06%new13F-HRTimeline
Sowell Financial Services LLC88,803$2.35M0.11%-34413F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO88,041$2.33M<0.01%+3,36813F-HRTimelineGroup
Avior Wealth Management, LLC85,109$2.25M0.09%+2,99013F-HRTimeline
Abel Hall, LLC84,929$2.25M1.36%+5,19113F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC84,242$2.23M<0.01%+51,58613F-HRTimelineGroup
ShankerValleau Wealth Advisors, Inc.83,918$2.22M0.72%+2,19113F-HRTimeline
W.H. Cornerstone Investments Inc.82,008$2.17M1.5%+14,33013F-HRTimeline
Hurlow Wealth Management Group, Inc.80,372$2.13M0.66%+11,23313F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…79,131$2.09M0.12%+8,19113F-HRTimelineGroup
Shearwater Capital LLC78,942$2.09M1.47%-2,56313F-HR/ATimeline
Keyes, Stange & Wooten Wealth Managemen…78,001$2.06M1.17%+2,19913F-HRTimeline
Strengthening Families & Communities, L…77,348$2.05M1.25%+35513F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…74,878$1.98M<0.01%+35,10513F-HRTimelineGroup
American Capital Advisory, LLC74,152$1.96M1.06%+5,99413F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC79,489$1.96M0.43%+50,18813F-HRTimeline
Shore Point Advisors, LLC72,422$1.92M1.01%+12,62513F-HRTimeline
JFS WEALTH ADVISORS, LLC71,275$1.89M0.13%+22,67013F-HRTimeline
Sageworth Trust Co of South Dakota69,764$1.85M2.22%+2,11813F-HRTimeline
Parallel Advisors, LLC69,608$1.84M0.04%+20,32313F-HRTimeline
Aveo Capital Partners, LLC67,172$1.82M0.3%-1,94413F-HRTimeline
Savvy Advisors, Inc.68,271$1.81M0.18%-27,54913F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC66,515$1.76M0.02%+3,20013F-HRTimelineGroup
Cloud Capital Management, LLC65,720$1.74M1.23%13F-HRTimeline
Applied Capital LLC65,605$1.74M0.85%+34013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…63,168$1.67M<0.01%-5,93313F-HRTimeline
Sprinkle Financial Consultants LLC62,922$1.66M1.06%+25,27913F-HRTimeline
Nalls Sherbakoff Group, LLC62,734$1.66M1.35%13F-HRTimeline
Kathleen S. Wright Associates Inc.60,945$1.61M0.67%+3,24813F-HRTimeline
Cahill Wealth Management, LLC60,570$1.6M0.82%-64813F-HRTimeline
Smartleaf Asset Management LLC58,132$1.55M0.15%+1,53713F-HRTimeline
Financial Alternatives, Inc57,764$1.53M1.09%-5113F-HRTimeline
Aspen Wealth Management LLC56,878$1.5M0.43%+2,08513F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO56,516$1.5M0.03%-121,32513F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …56,186$1.49M0.04%+25,73713F-HRTimelineGroup
Rialto Wealth Management, LLC55,015$1.46M0.46%+18,21613F-HRTimeline
ASSET PLANNING CORPORATION53,666$1.42M0.84%+4,72513F-HRTimeline
Capstone Wealth Management, LLC52,148$1.38M1.37%+8,12813F-HRTimeline
Core Wealth Management, Inc.51,728$1.37M0.53%+5,61213F-HRTimeline
Aegis Wealth Management LLC50,768$1.34M0.79%+8,63613F-HRTimeline
Visionary Wealth Advisors49,368$1.31M0.08%+8,04913F-HRTimeline
Perigon Wealth Management, LLC49,276$1.3M0.03%+2813F-HRTimeline
Meritas Wealth Management, LLC49,167$1.3M0.76%+79213F-HRTimeline
Lodestone Wealth Management LLC49,158$1.3M0.69%-2513F-HRTimeline
PINNEY & SCOFIELD, INC.48,633$1.29M0.93%+9,41113F-HRTimeline
GEM Asset Management, LLC48,137$1.28M0.72%+16613F-HRTimeline
Chicago Partners Investment Group LLC46,848$1.27M0.04%+29,53813F-HRTimeline
Liberty Capital Management, Inc.47,677$1.26M0.28%+3,35313F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…47,633$1.26M0.03%+6413F-HRTimelineGroup
Austin Asset Management Co Inc47,468$1.26M0.26%+10,82513F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC43,666$1.16M<0.01%+13,44013F-HRTimelineGroup
Altiora Financial Group, LLC42,197$1.12M0.24%-4813F-HRTimeline
Copperleaf Capital, LLC39,984$1.06M0.63%+1,49213F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.39,936$1.06M0.44%-77713F-HRTimeline
SageView Advisory Group, LLC39,499$1.05M0.04%-35513F-HRTimeline
TOWNSQUARE CAPITAL LLC39,490$1.04M0.01%+16,44413F-HRTimeline
Patriot Financial Group Insurance Agenc…38,313$1.01M0.14%+513F-HRTimeline
Live Oak Private Wealth LLC38,175$1.01M0.16%013F-HRTimeline
HBK Sorce Advisory LLC37,943$1M0.03%+2,86313F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC37,383$989K0.13%-1,64113F-HRTimeline
VISTA CAPITAL PARTNERS, INC.37,371$989K0.12%+13,46513F-HRTimeline
Wedmont Private Capital38,960$986K0.05%+20,73013F-HRTimeline
Farther Finance Advisors, LLC35,337$941K0.02%+33913F-HRTimeline
FMB WEALTH MANAGEMENT35,477$939K0.52%-28213F-HRTimeline
Advisory Services Network, LLC35,158$930K0.02%+5,04113F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC34,737$919K<0.01%+2,15813F-HRTimelineGroup
Lion Street Advisors, LLC32,731$866K0.28%new13F-HRTimeline
Millstone Evans Group, LLC32,640$864K0.59%-15713F-HRTimeline
Root Financial Partners, LLC32,365$856K0.09%+1,39913F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC31,656$838K0.4%+2,69513F-HRTimeline
AssuredPartners Investment Advisors, LLC31,002$820K0.16%+3,55813F-HRTimeline
RED LIGHTHOUSE INVESTMENT MANAGEMENT, L…32,069$817K0.33%-2,98913F-HRTimeline
Two West Capital Advisors LLC32,138$813K0.68%+4,32013F-HRTimeline
Grunden Financial Advisory, Inc.29,581$783K0.38%+1,88213F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA28,538$755K<0.01%+2,06413F-HR/ATimelineGroup
25 LLC28,083$743K0.31%+45813F-HRTimeline
Gemmer Asset Management LLC27,990$741K0.07%+94613F-HRTimeline
POINCIANA ADVISORS GROUP, LLC27,635$731K0.76%+9,19413F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers27,549$729K<0.01%013F-HRTimelineGroup
Sterling Wealth Advisors Inc27,347$724K0.56%+2,71113F-HRTimeline
DOPKINS WEALTH MANAGEMENT, LLC27,207$720K0.37%+3,60613F-HRTimeline
Austin Private Wealth, LLC26,043$689K0.06%+13,48813F-HRTimeline
Ridgeline Wealth, LLC25,777$682K0.58%-4,02213F-HRTimeline
Strategent Financial, LLC25,247$668K0.6%+15,17413F-HRTimeline
KRAFT ASSET MANAGEMENT, LLC25,055$663K0.61%+3,01013F-HRTimeline
Tortoise Investment Management, LLC24,093$638K0.07%013F-HR/ATimeline
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC23,840$631K0.47%+3,66313F-HRTimeline
NorthCrest Asset Manangement, LLC23,699$627K0.02%-3,21113F-HRTimeline
GeoWealth Management, LLC23,592$624K0.03%+8,84213F-HRTimeline
Cresset Asset Management, LLC23,453$621K<0.01%+1,33213F-HRTimeline
Disciplined Investments, LLC22,330$591K0.27%-2013F-HRTimeline
Ariadne Wealth Management, LP21,369$584K0.3%013F-HRTimeline
Modera Wealth Management, LLC21,817$577K0.01%+8,65713F-HRTimeline
Kaye Capital Management21,788$577K0.24%+12,81813F-HRTimeline
Warburton Capital Management, LLC21,729$574K0.42%+4,10113F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC20,997$556K0.02%+1,97313F-HRTimelineGroup
Blossom Wealth Management19,956$528K1.06%+15913F-HRTimeline
USAdvisors Wealth Management, LLC19,377$512K0.18%new13F-HRTimeline
Abacus Planning Group, Inc.19,320$511K0.09%+12113F-HRTimeline
Private Advisor Group, LLC19,252$509K<0.01%+36913F-HRTimeline
EARNED WEALTH ADVISORS, LLC19,250$509K0.11%+2,87313F-HRTimeline
RF&L WEALTH MANAGEMENT, LLC19,135$506K0.36%-5013F-HRTimeline
BURNEY CO/19,082$505K0.02%+7,88313F-HRTimeline
CWM, LLCin group CWM, LLC18,490$489K<0.01%-1,13813F-HRTimelineGroup
First Financial Group Corp18,315$488K0.55%+71513F-HRTimeline
Gordian Advisors LLC18,373$486K0.39%+5513F-HRTimeline
Oceanside Advisors LLC17,438$461K0.33%+26713F-HRTimeline
Chico Wealth RIA17,228$456K0.4%013F-HRTimeline
True Wealth Design, LLC17,104$453K0.17%-1,09513F-HRTimeline
Wealthspire Advisors, LLC17,011$450K<0.01%013F-HRTimeline
Caprock Group, LLC16,306$431K0.01%-9513F-HRTimeline
Quad-Cities Investment Group, LLC15,848$419K0.21%-53813F-HRTimeline
Essential Planning, LLC.15,785$418K0.17%-321,21613F-HRTimeline
Geometric Wealth Advisors15,709$416K0.07%013F-HRTimeline
LAM GROUP, INC.15,605$413K0.3%+60513F-HRTimeline
ANDREWS, LUCIA WEALTH MANAGEMENT LLC15,491$406K0.27%+5913F-HRTimeline
SEVEN MILE ADVISORY14,820$392K0.26%013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC14,600$386K<0.01%013F-HRTimelineGroup
Clear Creek Financial Management, LLC14,556$385K0.04%-3,16513F-HRTimeline
Morling Financial Advisors, LLC14,455$382K0.13%013F-HRTimeline
NWAM LLC14,160$375K0.03%-14,69113F-HRTimeline
CITIGROUP INCin group CITIGROUP INC14,104$373K<0.01%+3,02613F-HRTimelineGroup
Schulz Wealth, LTD.13,672$362K0.28%-95013F-HRTimeline
Main Street Financial Solutions, LLC13,555$359K0.03%+1,85513F-HRTimeline
Beacon Financial Advisory LLC13,351$353K0.11%+5,69013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.12,898$341K<0.01%+913F-HRTimelineGroup
Aurelius Family Office LLC12,854$340K0.17%+3,72513F-HRTimeline
Lauterbach Financial Advisors, LLC12,730$337K0.21%+33413F-HRTimeline
SOL Capital Management CO12,265$325K0.04%+32513F-HRTimeline
U.S. Capital Wealth Advisors, LLC12,038$319K0.01%+3,89013F-HRTimeline
Mustard Seed Financial, LLC11,971$317K0.25%-39613F-HRTimeline
Canvas Wealth Advisors, LLC12,122$315K0.08%new13F-HRTimeline
TCFG WEALTH MANAGEMENT, LLCin group TCFG Investment Advisors, LLC11,729$310K0.16%+7313F-HRTimelineGroup
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…11,642$308K0.01%new13F-HRTimelineGroup
IFP Advisors, Inc11,624$308K0.01%+95313F-HRTimeline
Compass Ion Advisors, LLC11,388$301K0.04%+2913F-HRTimeline
CW Advisors, LLC11,155$295K<0.01%new13F-HRTimeline
Lifeworks Advisors, LLC10,695$283K0.05%013F-HRTimeline
Astra Wealth Partners LLC10,388$275K0.26%-11213F-HRTimeline
RFG Advisory, LLC10,305$273K0.01%-5,17113F-HRTimeline
VanderPol Investments L.L.C.10,172$269K0.57%+1,90613F-HRTimeline
Blue Trust, Inc.10,161$269K<0.01%-8,14813F-HRTimeline
FOSTER & MOTLEY INC9,878$261K0.02%-9113F-HRTimeline
Ashton Thomas Private Wealth, LLC9,466$250K0.01%+46413F-HRTimeline
Freedom Investment Management, Inc.9,452$250K0.02%+46713F-HRTimeline
Clearstead Advisors, LLC9,428$249K<0.01%-4,13613F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC9,384$248K0.02%013F-HRTimeline
McGrath & Associates, Inc.9,321$247K0.45%+1,67513F-HRTimeline
Arkadios Wealth Advisors9,022$239K0.01%013F-HRTimeline
Pine Harbor Wealth Management, LLC8,928$236K0.09%-1,71613F-HRTimeline
Merit Financial Group, LLC8,817$233K<0.01%new13F-HRTimeline
Balance Wealth Partners LLC8,573$227K0.15%13F-HRTimeline
Hoxton Planning & Management, LLC8,514$225K0.09%-8,46513F-HRTimeline
RB Capital Management, LLC8,483$224K0.05%new13F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC8,353$221K<0.01%new13F-HRTimeline
Atria Wealth Solutions, Inc.8,307$220K<0.01%new13F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.8,157$216K0.01%new13F-HR/ATimelineGroup
Boyce & Associates Wealth Consulting, I…8,060$213K0.21%+37213F-HRTimeline
Drucker Wealth 3.0, LLC8,030$212K0.05%new13F-HRTimeline
WorthPointe, LLC7,978$211K0.1%new13F-HRTimeline
Disciplined Equity Management, Inc.7,890$209K0.15%+1013F-HRTimeline
DAVIS R M INC7,793$206K<0.01%-1,96013F-HRTimeline
Parkwoods Wealth Partners, LLC7,719$204K0.14%new13F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC7,653$202K<0.01%new13F-HRTimelineGroup
Investmark Advisory Group LLC7,608$201K0.1%new13F-HRTimeline
EVOKE WEALTH, LLC7,600$201K0.01%new13F-HRTimeline
SYM FINANCIAL Corp7,584$201K0.02%+113F-HRTimeline
CITIZENS & NORTHERN CORPin group CITIZENS & NORTHERN CORP7,560$200K0.06%new13F-HRTimelineGroup
Colonial Trust Co / SCin group Colonial Trust Advisors6,537$173K0.03%013F-HRTimelineGroup
C M BIDWELL & ASSOCIATES LTD6,390$169K0.1%-78313F-HRTimeline
FMR LLCin group FMR LLC5,512$146K<0.01%-1,18413F-HRTimelineGroup
MARYLAND CAPITAL ADVISORS INC.5,401$143K0.06%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.5,769$135K<0.01%-51813F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC4,502$118K<0.01%013F-HRTimelineGroup
ELEVATION WEALTH PARTNERS, LLC4,075$108K0.05%+38413F-HRTimeline
Vermillion Wealth Management, Inc.3,391$89.7K0.03%+46113F-HRTimeline
Parkside Financial Bank & Trust2,886$76.4K0.01%+2,34813F-HRTimeline
Keystone Financial Group, Inc.2,645$72.6K0.05%+1,14613F-HRTimeline
Glass Jacobson Investment Advisors llc2,723$71.3K0.02%013F-HRTimeline
Crewe Advisors LLC2,451$64.9K0.01%new13F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC2,428$64.2K<0.01%new13F-HRTimeline
Physician Wealth Advisors, Inc.2,418$64K0.01%+413F-HRTimeline
AE Wealth Management LLC2,171$57.4K<0.01%-38413F-HRTimeline
Salomon & Ludwin, LLC1,790$47.4K0.01%new13F-HRTimeline