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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
Forum Financial Management, LPin group Forum Financial Management, LP16,327,878$428M7.09%+761,82913F-HR/ATimelineGroup
Focus Partners Wealthgroup of 2 filers holding10,833,012$284M+2,203,429Timeline
Corient Private Wealth LPin group Corient Private Wealth LP5,923,838$155M0.26%+159,46213F-HRTimelineGroup
Truepoint, Inc.4,745,109$124M3.33%+307,31313F-HRTimeline
HighTower Advisors, LLC4,161,326$109M0.15%+167,91613F-HRTimeline
Parcion Private Wealth LLC2,765,275$72.4M5.54%+146,50313F-HRTimeline
Asset Dedication, LLC2,456,117$64.3M5.06%+76,96513F-HRTimeline
Heritage Financial Services, LLC2,421,903$63.4M8.42%+93,56813F-HRTimeline
Evensky & Katz LLC2,336,522$61.2M4%+57,09913F-HRTimeline
Carlson Capital Management2,235,787$58.6M2.56%+1,73213F-HRTimeline
RW Investment Management LLC1,799,716$47.1M5.74%+65,05913F-HRTimeline
JMG Financial Group, Ltd.1,743,671$45.7M1.56%+194,08713F-HRTimeline
Forvis Mazars Wealth Advisors, LLC1,669,149$43.7M1.01%-178,00713F-HRTimeline
Total Wealth Planning, LLC1,643,155$43M6.7%+104,56913F-HRTimeline
Hill Investment Group Partners, LLC1,636,879$42.9M5.74%+58,88613F-HRTimeline
LPL Financial LLC1,579,210$41.4M0.02%+179,96513F-HRTimeline
Sequoia Financial Advisors, LLC1,472,650$38.6M0.37%+286,28613F-HR/ATimeline
Wealthstream Advisors, Inc.1,431,103$37.5M6.92%+64,43113F-HRTimeline
Apella Capital, LLC1,398,252$36.6M1.4%+295,25213F-HRTimeline
AWM CAPITAL, LLC1,319,047$34.5M4.23%+35,00713F-HRTimeline
Rockwood Wealth Management, LLC1,295,263$33.9M3.66%+314,79913F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding1,206,806$31.6M+151,384Timeline
EnRich Financial Partners LLC1,180,936$30.9M10.3%+40,99013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/1,178,182$30.9M0.02%+96,97213F-HRTimelineGroup
Burton Enright Welch1,060,877$27.8M5.83%+75,38613F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC1,045,846$27.4M0.22%-133,33513F-HRTimelineGroup
MOSAIC FAMILY WEALTH PARTNERS, LLC1,013,817$26.6M3.83%+43,91113F-HRTimeline
Klaas Financial Asset Advisors, LLC1,006,992$26.4M4.64%+41,12913F-HRTimeline
GREAT OAK CAPITAL PARTNERS, LLC1,028,189$26.1M8.71%+40,31813F-HRTimeline
Miramar Fiduciary Corp982,671$25.7M25.96%-99,68513F-HR/ATimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC979,620$25.7M2.02%+298,63213F-HRTimeline
OneDigital Investment Advisors LLC979,484$25.7M0.3%+39,71413F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV962,109$25.2M0.06%+500,05413F-HRTimeline
Kooman & Associates942,787$24.7M8.93%+47,45713F-HRTimeline
Oakwell Private Wealth Management, LLC925,281$24.2M6.79%-205,97113F-HRTimeline
Your Advocates Ltd., LLP868,548$22.7M9.04%+15,43813F-HRTimeline
Seaside Wealth Management, Inc.863,666$22.6M8.28%+54,17313F-HRTimeline
BRIGHTON JONES LLC843,054$22.1M0.64%+135,56213F-HR/ATimeline
Betterment LLC823,919$21.6M0.05%+64,97013F-HRTimeline
Willow Creek Wealth Management Inc.813,616$21.3M2.17%+128,29213F-HRTimeline
Rather & Kittrell, Inc.811,234$21.2M4.99%+86,79813F-HRTimeline
DiNuzzo Private Wealth, Inc.772,254$20.2M2.56%+15,79213F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/712,618$18.7M<0.01%+117,31113F-HRTimelineGroup
Stordahl Capital Management, Inc.689,730$18.1M4.27%+20,69013F-HRTimeline
MONOGRAPH WEALTH ADVISORS, LLC684,021$17.9M2.37%-111,41813F-HRTimeline
Pinnacle Financial Group, LLC / IL681,433$17.8M6.99%+1,78713F-HRTimeline
Rockbridge Investment Management, LCC652,254$17.1M2.19%+110,33313F-HRTimeline
JACKSON THORNTON WEALTH MANAGEMENT, LLC648,310$17M2.15%+95,12713F-HRTimeline
Leading Edge Financial Planning LLC647,547$17M5.56%+31,15913F-HRTimeline
Syverson Strege & Co638,188$16.7M5.57%+14,29313F-HRTimeline
RS CRUM INC.636,682$16.7M4.12%+31,10813F-HRTimeline
Integris Wealth Management, LLC625,192$16.4M4.62%+31,22813F-HRTimeline
SACHEM HILL LLC623,009$16.3M3.4%+17,98613F-HRTimeline
Stratos Investment Management, LLCin group Stratos Wealth Partners, LTD.600,157$15.7M0.94%-49,65113F-HRTimelineGroup
Sensible Money, LLC579,030$15.2M6.65%+38,90113F-HRTimeline
Arax Advisory Partners562,793$14.7M0.93%+10,78713F-HRTimeline
Jentner Corp559,491$14.7M4.27%+39,20613F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC552,530$14.5M0.02%+18,12713F-HRTimeline
NewEdge Advisors, LLC544,099$14.2M0.09%+28,36213F-HRTimeline
Eaton-Cambridge Inc.537,287$14.1M6.28%+55,36913F-HRTimeline
MML INVESTORS SERVICES, LLC535,074$14M0.05%+60,30313F-HRTimeline
Woodward Financial Advisors, Inc.531,729$13.9M6.89%+27,76713F-HRTimeline
BCR Wealth Strategies, LLC515,583$13.5M6.32%+35,93313F-HRTimeline
Ballentine Capital Advisors, Inc514,133$13.5M6.97%+3,82713F-HRTimeline
Planning Center, Inc.508,156$13.3M1.69%+2,49313F-HRTimeline
Flagstone Financial Management503,771$13.2M4.38%+21,81613F-HRTimeline
CAPSTONE CAPITAL LLC499,505$13.1M10.7%+20,11213F-HRTimeline
AdvisorNet Financial, Inc499,410$13.1M1.1%+15,33013F-HRTimeline
Cambridge Financial Group, LLC489,279$12.8M5.48%+15,82713F-HRTimeline
Sageworth Trust Co485,033$12.7M0.79%+38,84213F-HRTimeline
Heritage Investment Group, Inc.478,619$12.5M2.34%+44,36613F-HRTimeline
Evanson Asset Management, LLC470,601$12.3M0.84%+37,19013F-HRTimeline
Equita Financial Network, Inc.456,199$11.9M4.32%+17,02813F-HRTimeline
Financial Engines Advisors L.L.C.455,308$11.9M0.03%+139,93013F-HRTimeline
Peirce Capital Management, LLC446,817$11.7M6%+15,08313F-HRTimeline
Causey Wealth LLC446,481$11.7M6.81%13F-HRTimeline
BFSG, LLC444,334$11.6M1.36%-3,46213F-HRTimeline
Verisail Partners, LLC444,302$11.6M5.45%13F-HRTimeline
Private Wealth Management Group, LLC435,592$11.4M4.37%+23,93413F-HRTimeline
Austin Wealth Management, LLC427,515$11.1M2.31%-28,12513F-HRTimeline
Vestmark Advisory Solutions, Inc.422,391$11.1M0.38%+40,25613F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …420,912$11M0.9%+187,84113F-HR/ATimeline
Mattern Wealth Management LLC409,114$10.7M2.36%+60,75913F-HRTimeline
Guardian Partners Inc.399,815$10.5M1.07%13F-HRTimeline
KEB ASSET MANAGEMENT, LLC386,538$10.1M2.91%+47,88313F-HRTimeline
von Borstel & Associates, Inc.383,310$10M3.93%+137,98213F-HRTimeline
JGP Wealth Management, LLC382,538$10M1.3%+1,95813F-HRTimeline
Physician Wealth Solutions Inc.380,388$9.96M4.99%+1,19013F-HRTimeline
Hassell Wealth Management, LLC374,354$9.78M3.94%+2,02413F-HRTimeline
Kondo Wealth Advisors, Inc.365,463$9.57M4.86%13F-HRTimeline
BRIDGE GENERATIONS WEALTH MANAGEMENT LLC359,380$9.41M6.22%13F-HRTimeline
Watchman Group, Inc.359,034$9.4M2.47%-2,91213F-HRTimeline
Cravens & Co Advisors, LLC355,632$9.31M7.09%+6,96913F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP350,837$9.19M0.13%+32,09113F-HRTimeline
Emprise Bank349,739$9.16M5.17%+20,22213F-HRTimeline
Essential Planning, LLC.337,001$9.13M0.06%new13F-HRTimeline
Squire Investment Management Company, L…344,499$9.02M3.97%+63,83013F-HRTimeline
Financial Symmetry Inc335,173$8.78M5.95%+31,04613F-HRTimeline
Mariner, LLCin group Mariner, LLC332,700$8.71M0.01%-122,03713F-HRTimelineGroup
Greenspring Advisors, LLC331,836$8.69M1.9%-3,75613F-HRTimeline
Vannoy Advisory Group, Inc.326,963$8.56M6.37%+3,35413F-HRTimeline
Straight Path Wealth Management317,224$8.31M3.29%+14,25813F-HRTimeline
Blume Capital Management, Inc.303,597$7.95M1.79%+1,87513F-HRTimeline
Aerodigm Wealth, LLC302,866$7.93M4.74%+14,84113F-HRTimeline
Vestment Financial LLC302,109$7.86M6.01%13F-HRTimeline
Henrickson Nauta Wealth Advisors, Inc.300,019$7.86M3.19%+34,35513F-HRTimeline
Krilogy Financial LLC291,846$7.64M0.51%+23,42113F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…286,233$7.5M0.01%new13F-HRTimelineGroup
FAMILY WEALTH PARTNERS, LLC285,671$7.48M3.56%+56,91613F-HRTimeline
Tillman Hartley LLC285,233$7.47M2.15%+12,73413F-HRTimeline
Kaufman Rossin Wealth, LLC284,452$7.45M7.67%13F-HRTimeline
Discipline Wealth Solutions, LLC284,337$7.45M3.45%+35,54613F-HRTimeline
BCU Wealth Advisors, LLC284,258$7.44M4.25%+81,38313F-HRTimeline
HTG Investment Advisors, Inc.284,059$7.44M3.4%+8,13313F-HRTimeline
CARDIFF PARK ADVISORS, LLC283,487$7.42M0.71%+7,28213F-HRTimeline
Ruedi Wealth Management, Inc.282,433$7.4M2.33%+29,07113F-HRTimeline
Cambridge Investment Research Advisors,…281,732$7.38M0.02%+15,56213F-HRTimeline
DecisionPoint Financial, LLC281,466$7.37M2.25%+45,25313F-HRTimeline
Allworth Financial LP275,724$7.24M0.04%+266,29713F-HRTimeline
Symmetry Partners, LLC271,685$7.12M1.01%+176,95113F-HRTimeline
Fortitude Family Office, LLC264,080$6.92M2.47%+55,08613F-HRTimeline
ARK & TLK INVESTMENTS, LLC258,258$6.76M2.35%+5,65113F-HRTimeline
Burk Holdings LLC257,097$6.73M5.44%13F-HRTimeline
SwitchPoint Financial Planning, LLC251,745$6.59M6.31%13F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC244,958$6.41M1.07%+2,52213F-HRTimeline
Hemington Wealth Management241,994$6.34M1.59%+46,91013F-HRTimeline
United Wealth Management, LLC235,401$6.17M2.08%13F-HRTimeline
Hippocratic Financial Advisors, LLC233,487$6.12M4.25%13F-HRTimeline
CLIENT 1ST ADVISORY GROUP, LLC231,342$6.06M2.33%+2,45213F-HRTimeline
American Investment Services, Inc.231,333$6.06M1.07%+4,56413F-HR/ATimeline
Level Financial Advisors227,227$5.95M2.18%+45,65113F-HRTimeline
Foundation Wealth Management, LLC\PA225,804$5.91M2.87%13F-HRTimeline
STUDIO INVESTMENT MANAGEMENT LLC218,999$5.74M1.22%+6,32613F-HRTimeline
Tilson Financial Group, Inc.215,008$5.63M2.3%+34,65613F-HRTimeline
Gradient Capital Advisors, LLC214,447$5.62M1.81%+13,37213F-HRTimeline
Hiley Hunt Wealth Management212,641$5.57M3.09%+15,37813F-HRTimeline
Mills Wealth Advisors LLC211,238$5.53M3.15%-2,77013F-HRTimeline
O'Connor Financial Group LLC210,101$5.5M2.88%+6,12013F-HRTimeline
QUARRY HILL ADVISORS, LLC209,238$5.48M3.69%+12,73613F-HRTimeline
NORTHWEST WEALTH MANAGEMENT, LLC208,618$5.46M1.16%+111,52913F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY208,095$5.45M<0.01%+41,11613F-HR/ATimelineGroup
BCO Wealth Management LLC198,514$5.2M4.32%13F-HRTimeline
Leonard Rickey Investment Advisors P.L.…197,443$5.17M1.19%+61,32913F-HRTimeline
Lutz Financial Services LLC197,014$5.16M0.42%+16,50213F-HRTimeline
CLARIS ADVISORS, LLC / MO /195,801$5.13M1.93%+75,56113F-HRTimeline
ENZI WEALTH194,070$5.1M1.94%+10,21713F-HRTimeline
EP Wealth Advisors, LLC189,436$4.96M0.04%+163,97513F-HRTimeline
Pacific Asset Management, LLC182,721$4.79M4.5%13F-HRTimeline
Prospect Financial Group LLC180,522$4.73M5.82%13F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO177,841$4.66M0.09%-15,74513F-HRTimeline
SageOak Financial, LLC177,213$4.64M4.24%13F-HRTimeline
SC&H Financial Advisors, Inc.176,492$4.62M0.95%+12,01913F-HRTimeline
Longview Financial Advisors LLC174,849$4.58M3.08%13F-HRTimeline
North Ridge Wealth Advisors, Inc.173,746$4.55M3.15%+28313F-HRTimeline
Clarity Wealth Development LLC173,439$4.55M4.94%13F-HRTimeline
Financial Harvest, LLC171,892$4.5M3.8%13F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP171,321$4.49M0.01%+3,96613F-HRTimelineGroup
Timonier Family Office, LTD.171,295$4.49M2.3%13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
One Degree Advisors Inc165,322$4.41M1.79%+6,70513F-HRTimeline
DAVENPORT & Co LLC164,928$4.32M0.03%+33,92513F-HRTimeline
PBMares Wealth Management LLC160,902$4.21M0.86%+2,85413F-HRTimeline
Passive Capital Management, LLC.157,651$4.13M1.45%+11,42813F-HRTimeline
Creative Planningin group Creative Planning157,475$4.12M<0.01%+8,13113F-HRTimelineGroup
KFG WEALTH MANAGEMENT, LLC156,923$4.11M0.77%+42,80713F-HRTimeline
Wealth Advisors Northwest LLC156,567$4.1M2.79%13F-HRTimeline
Friday Financial156,414$4.1M2.82%13F-HRTimeline
Versant Capital Management, Inc154,898$4.06M0.87%+5,39713F-HRTimeline
FINANCIAL COUNSELORS INC154,342$4.04M0.06%+37,90413F-HRTimeline
Rehmann Capital Advisory Group151,484$3.97M0.25%-5,81613F-HRTimeline
Vantage Point Financial LLC148,983$3.9M2.1%13F-HRTimeline
BetterWealth, LLC147,640$3.87M1.07%-448,15613F-HRTimeline
Geneos Wealth Management Inc.147,067$3.85M0.13%new13F-HRTimeline
Brady Martz Wealth Solutions, LLC145,610$3.73M0.9%13F-HRTimeline
Hutchens & Kramer Investment Management…139,787$3.66M1.99%+8,17313F-HRTimeline
Waypoint Wealth Partners Inc.139,000$3.64M0.99%+2,42513F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding137,084$3.59M+34,966Timeline
Factor Wealth Management LTD137,070$3.59M1.19%13F-HRTimeline
JNBA Financial Advisors134,309$3.52M0.36%-24,88313F-HRTimeline
Avant Financial Advisors LLC133,092$3.49M3.2%13F-HRTimeline
SJS Investment Consulting Inc.132,342$3.47M0.6%+10,24513F-HRTimeline
VeraBank, N.A.129,521$3.39M0.96%-64,53813F-HRTimeline
Family Office Research LLC128,543$3.37M1.48%13F-HRTimeline
SCRATCH CAPITAL LLC127,552$3.34M4.08%13F-HRTimeline
VESTIA PERSONAL WEALTH ADVISORS126,145$3.3M2.72%+21,21513F-HRTimeline
LifeGuide Financial Advisors, LLC124,074$3.25M1.39%+5,48213F-HRTimeline
Integrated Wealth Concepts LLC123,698$3.24M0.04%+97,79913F-HRTimeline
Porter White Investment Advisors, Inc.123,557$3.24M1.64%+4,48413F-HRTimeline
Peterson Wealth Advisors, LLC122,665$3.22M0.58%+52,05113F-HRTimeline
Trust Co of the South122,757$3.21M0.65%+20,59113F-HRTimeline
Parkworth Wealth Management, Inc.118,316$3.1M2.58%13F-HRTimeline
RCS Financial Planning, LLC118,271$3.1M1.65%+15,99113F-HRTimeline
Pillar Financial Advisors, LLC118,019$3.09M2.37%13F-HRTimeline
RIVERCHASE WEALTH MANAGEMENT, LLC117,453$3.08M2.3%13F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC117,066$3.07M0.07%+3,48413F-HRTimelineGroup
ENTREWEALTH, LLC105,370$2.98M2.75%13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.112,423$2.94M0.01%+12,30213F-HR/ATimelineGroup
Waterfront Wealth Inc.111,663$2.92M0.71%+1,04713F-HRTimeline
Orion Porfolio Solutions, LLC110,163$2.89M0.03%+17,08113F-HRTimeline
Orion Portfolio Solutions, LLC110,163$2.89M0.03%+17,08113F-HRTimeline
GRAND WEALTH MANAGEMENT, LLC109,003$2.85M1.59%+9,28913F-HRTimeline