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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
Forum Financial Management, LPin group Forum Financial Management, LP16,581,359$439M7.26%+253,48113F-HRTimelineGroup
Focus Partners Wealthgroup of 2 filers holding12,468,833$330M+1,635,821Timeline
Corient Private Wealth LPin group Corient Private Wealth LP6,487,627$172M0.28%+563,78913F-HRTimelineGroup
Truepoint, Inc.4,908,258$130M3.52%+163,14913F-HRTimeline
HighTower Advisors, LLC4,475,530$118M0.16%+314,20413F-HRTimeline
Sequoia Financial Advisors, LLC4,207,753$111M0.86%+2,735,10313F-HRTimeline
Parcion Private Wealth LLC2,890,675$76.5M6.24%+125,40013F-HRTimeline
Asset Dedication, LLC2,502,409$66.2M5.37%+46,29213F-HRTimeline
Evensky & Katz LLC2,436,220$64.5M4.32%+99,69813F-HRTimeline
JMG Financial Group, Ltd.1,954,026$51.7M1.74%+210,35513F-HRTimeline
Heritage Financial Services, LLC1,861,920$49.3M4.88%-559,98313F-HRTimeline
LPL Financial LLC1,787,265$47.3M0.02%+208,05513F-HRTimeline
RW Investment Management LLC1,780,739$47.1M5.79%-18,97713F-HRTimeline
Total Wealth Planning, LLC1,748,539$46.3M7.08%+105,38413F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV1,708,521$45.2M0.1%+746,41213F-HRTimeline
Rockwood Wealth Management, LLC1,636,424$43.3M4.41%+341,16113F-HRTimeline
Hill Investment Group Partners, LLC1,609,193$42.6M5.85%-27,68613F-HRTimeline
Wealthstream Advisors, Inc.1,482,039$39.2M7.34%+50,93613F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC1,420,387$37.6M0.07%new13F-HR/ATimelineGroup
AWM CAPITAL, LLC1,335,874$35.3M4.12%+16,82713F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/1,302,929$34.5M0.02%+124,74713F-HRTimelineGroup
Forvis Mazars Wealth Advisors, LLC1,292,491$34.2M0.82%-376,65813F-HRTimeline
Apella Capital, LLC1,358,092$33.9M1.16%-40,16013F-HRTimeline
EnRich Financial Partners LLC1,252,990$33.2M11.13%+72,05413F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding1,200,024$31.8M-6,782Timeline
PHILLIPS FINANCIAL MANAGEMENT, LLC1,082,926$28.7M2.21%+103,30613F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC1,073,214$28.4M4.04%+59,39713F-HRTimeline
Burton Enright Welch1,063,815$28.1M5.72%+2,93813F-HRTimeline
Miramar Fiduciary Corp1,049,355$27.8M24.99%+66,68413F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC1,030,253$27.3M0.23%-15,59313F-HR/ATimelineGroup
OneDigital Investment Advisors LLC1,026,009$27.1M0.32%+46,52513F-HRTimeline
Klaas Financial Asset Advisors, LLC1,023,953$27.1M4.67%+16,96113F-HRTimeline
GREAT OAK CAPITAL PARTNERS, LLC1,028,189$26.1M8.71%013F-HRTimeline
Kooman & Associates975,029$25.8M9.46%+32,24213F-HRTimeline
Oakwell Private Wealth Management, LLC922,083$24.4M6.74%-3,19813F-HRTimeline
BRIGHTON JONES LLC917,363$24.3M0.78%+74,30913F-HRTimeline
Seaside Wealth Management, Inc.906,190$24M8.55%+42,52413F-HRTimeline
Rather & Kittrell, Inc.902,077$23.9M5.18%+90,84313F-HRTimeline
Your Advocates Ltd., LLP899,749$23.8M9.14%+31,20113F-HRTimeline
Betterment LLC877,048$23.2M0.06%+53,12913F-HRTimeline
Rockbridge Investment Management, LCC857,351$22.7M2.68%+205,09713F-HRTimeline
Willow Creek Wealth Management Inc.844,175$22.3M2.18%+30,55913F-HRTimeline
DiNuzzo Private Wealth, Inc.775,807$20.5M2.58%+3,55313F-HRTimeline
Hemington Wealth Management734,519$19.4M3.01%+492,52513F-HRTimeline
JACKSON THORNTON WEALTH MANAGEMENT, LLC753,473$19.3M2.56%+105,16313F-HRTimeline
Pinnacle Financial Group, LLC / IL712,538$18.9M6.85%+31,10513F-HRTimeline
Stordahl Capital Management, Inc.709,921$18.8M4.45%+20,19113F-HRTimeline
Leading Edge Financial Planning LLC707,720$18.7M5.85%+60,17313F-HRTimeline
SACHEM HILL LLC704,524$18.6M3.66%+81,51513F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/671,135$17.8M<0.01%-41,48313F-HRTimelineGroup
Syverson Strege & Co659,237$17.4M5.6%+21,04913F-HRTimeline
Integris Wealth Management, LLC639,673$16.9M4.83%+14,48113F-HRTimeline
Sensible Money, LLC637,927$16.9M7.23%+58,89713F-HRTimeline
RS CRUM INC.629,266$16.7M4.48%-7,41613F-HRTimeline
Stratos Investment Management, LLCin group Stratos Wealth Partners, LTD.627,949$16.6M0.89%+27,79213F-HRTimelineGroup
MONOGRAPH WEALTH ADVISORS, LLC579,412$15.3M2.09%-104,60913F-HRTimeline
Arax Advisory Partners570,919$15.1M0.97%+8,12613F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC567,171$15M0.02%+14,64113F-HRTimeline
Woodward Financial Advisors, Inc.565,395$15M7.09%+33,66613F-HRTimeline
Eaton-Cambridge Inc.564,655$14.9M6.42%+27,36813F-HRTimeline
Jentner Corp563,158$14.9M4.46%+3,66713F-HRTimeline
AdvisorNet Financial, Inc551,372$14.6M1.08%+51,96213F-HRTimeline
BCR Wealth Strategies, LLC538,480$14.2M6.26%+22,89713F-HRTimeline
Sageworth Trust Co534,103$14.1M0.88%+49,07013F-HRTimeline
Planning Center, Inc.533,153$14.1M1.67%+24,99713F-HRTimeline
Heritage Investment Group, Inc.532,518$14.1M2.65%+53,89913F-HRTimeline
Ballentine Capital Advisors, Inc527,091$13.9M7.08%+12,95813F-HRTimeline
Flagstone Financial Management521,562$13.8M4.45%+17,79113F-HRTimeline
CAPSTONE CAPITAL LLC518,041$13.7M11%+18,53613F-HRTimeline
Evanson Asset Management, LLC517,544$13.7M0.97%+46,94313F-HRTimeline
NewEdge Advisors, LLC509,358$13.5M0.08%-34,74113F-HRTimeline
Cambridge Financial Group, LLC503,199$13.3M5.65%+13,92013F-HRTimeline
von Borstel & Associates, Inc.499,397$13.2M3.95%+116,08713F-HRTimeline
Equita Financial Network, Inc.496,329$13.1M4.59%+40,13013F-HRTimeline
Private Wealth Management Group, LLC491,989$13M4.8%+56,39713F-HRTimeline
Peirce Capital Management, LLC490,156$13M6.42%+43,33913F-HRTimeline
Vestmark Advisory Solutions, Inc.467,579$12.4M0.32%+45,18813F-HRTimeline
Leonard Rickey Investment Advisors P.L.…481,154$12.3M2.66%+283,71113F-HRTimeline
Emprise Bank463,737$12.3M6.57%+113,99813F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …457,858$12.2M0.96%+36,94613F-HRTimeline
Verisail Partners, LLC456,724$12.1M5.57%+12,42213F-HRTimeline
Aspen Capital Management, LLC451,901$12M3.82%13F-HRTimeline
Financial Engines Advisors L.L.C.451,519$11.9M0.03%-3,78913F-HRTimeline
KEB ASSET MANAGEMENT, LLC445,314$11.8M3.35%+58,77613F-HRTimeline
BFSG, LLC434,275$11.5M1.4%-10,05913F-HRTimeline
Mattern Wealth Management LLC428,925$11.3M2.51%+19,81113F-HRTimeline
Guardian Partners Inc.421,428$10.8M1.11%+21,61313F-HRTimeline
Austin Wealth Management, LLC404,119$10.7M2.15%-23,39613F-HRTimeline
MML INVESTORS SERVICES, LLC404,811$10.7M0.04%-130,26313F-HRTimeline
Kondo Wealth Advisors, Inc.395,115$10.5M5.15%+29,65213F-HRTimeline
Squire Investment Management Company, L…388,385$10.3M4.28%+43,88613F-HRTimeline
New Dimensions Wealth Management, LLC383,760$10.2M10.15%13F-HRTimeline
Hassell Wealth Management, LLC395,561$10.1M4.32%+21,20713F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP381,801$10.1M0.15%+30,96413F-HRTimeline
Physician Wealth Solutions Inc.381,458$10.1M5.07%+1,07013F-HRTimeline
Cravens & Co Advisors, LLC372,222$9.85M7.65%+16,59013F-HRTimeline
Causey Wealth LLC367,039$9.71M5.43%-79,44213F-HRTimeline
Aerodigm Wealth, LLC363,419$9.62M5.36%+60,55313F-HRTimeline
BRIDGE GENERATIONS WEALTH MANAGEMENT LLC353,779$9.36M5.88%-5,60113F-HRTimeline
Straight Path Wealth Management350,484$9.27M3.75%+33,26013F-HRTimeline
Watchman Group, Inc.350,030$9.26M2.6%-9,00413F-HRTimeline
Greenspring Advisors, LLC348,782$9.23M2.19%+16,94613F-HRTimeline
Fortitude Family Office, LLC346,267$9.16M3.28%+82,18713F-HRTimeline
DecisionPoint Financial, LLC346,070$9.16M2.66%+64,60413F-HRTimeline
JGP Wealth Management, LLC344,490$9.12M1.2%-38,04813F-HRTimeline
Financial Symmetry Inc343,853$9.1M5.59%+8,68013F-HRTimeline
Vannoy Advisory Group, Inc.338,573$8.96M6.64%+11,61013F-HRTimeline
Symmetry Partners, LLC337,638$8.93M1.24%+65,95313F-HRTimeline
Vestment Financial LLC323,821$8.63M6.2%+21,71213F-HRTimeline
Mariner, LLCin group Mariner, LLC324,393$8.58M0.01%-8,30713F-HRTimelineGroup
Allworth Financial LP322,149$8.55M0.05%+46,42513F-HRTimeline
Krilogy Financial LLC320,556$8.48M0.55%+28,71013F-HRTimeline
CARDIFF PARK ADVISORS, LLC315,632$8.35M0.81%+32,14513F-HRTimeline
BCU Wealth Advisors, LLC314,051$8.31M4.32%+29,79313F-HRTimeline
Henrickson Nauta Wealth Advisors, Inc.336,373$8.29M3.39%+36,35413F-HRTimeline
Blume Capital Management, Inc.313,111$8.28M1.85%+9,51413F-HRTimeline
Geneos Wealth Management Inc.309,020$8.18M0.12%+161,95313F-HRTimeline
FAMILY WEALTH PARTNERS, LLC306,617$8.11M3.7%+20,94613F-HRTimeline
Kaufman Rossin Wealth, LLC298,519$7.9M5.65%+14,06713F-HRTimeline
Cambridge Investment Research Advisors,…295,424$7.82M0.03%+13,69213F-HRTimeline
HTG Investment Advisors, Inc.295,218$7.81M3.26%+11,15913F-HRTimeline
Ruedi Wealth Management, Inc.290,032$7.67M2.4%+7,59913F-HRTimeline
Discipline Wealth Solutions, LLC287,523$7.61M3.63%+3,18613F-HRTimeline
Tillman Hartley LLC286,559$7.58M2.2%+1,32613F-HRTimeline
Mills Wealth Advisors LLC275,525$7.29M3.87%+64,28713F-HRTimeline
NORTHWEST WEALTH MANAGEMENT, LLC265,476$7.02M1.4%+56,85813F-HRTimeline
Burk Holdings LLC264,269$6.99M5.28%+7,17213F-HRTimeline
United Wealth Management, LLC260,530$6.89M2.16%+25,12913F-HRTimeline
SwitchPoint Financial Planning, LLC253,579$6.71M6.36%+1,83413F-HRTimeline
Level Financial Advisors251,899$6.67M2.27%+24,67213F-HRTimeline
Hippocratic Financial Advisors, LLC251,211$6.65M3.96%+17,72413F-HRTimeline
INTEGRITY ALLIANCE, LLC.250,435$6.63M0.26%new13F-HRTimeline
KEYVANTAGE WEALTH, LLC248,774$6.58M3.2%+235,99313F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC245,388$6.49M1.24%+43013F-HR/ATimeline
ARK & TLK INVESTMENTS, LLC241,593$6.39M2.25%-16,66513F-HRTimeline
Brady Martz Wealth Solutions, LLC241,095$6.38M1.44%+95,48513F-HRTimeline
American Investment Services, Inc.239,599$6.34M1.12%+8,26613F-HRTimeline
Foundation Wealth Management, LLC\PA239,114$6.33M3.01%+13,31013F-HRTimeline
Tilson Financial Group, Inc.233,347$6.17M2.44%+18,33913F-HRTimeline
QUARRY HILL ADVISORS, LLC231,252$6.12M3.98%+22,01413F-HRTimeline
Hiley Hunt Wealth Management229,362$6.11M3.33%+16,72113F-HRTimeline
Gradient Capital Advisors, LLC230,507$6.1M1.99%+16,06013F-HRTimeline
Trust Co of the South230,401$6.1M1.27%+107,64413F-HRTimeline
Timonier Family Office, LTD.228,559$6.05M2.67%+57,26413F-HRTimeline
BCO Wealth Management LLC228,014$6.03M4.73%+29,50013F-HRTimeline
CLIENT 1ST ADVISORY GROUP, LLC224,627$5.94M2.31%-6,71513F-HRTimeline
STUDIO INVESTMENT MANAGEMENT LLC224,541$5.94M1.23%+5,54213F-HRTimeline
Lutz Financial Services LLC215,342$5.7M0.47%+18,32813F-HRTimeline
O'Connor Financial Group LLC214,327$5.67M2.95%+4,22613F-HRTimeline
FINANCIAL COUNSELORS INC212,015$5.61M0.09%+57,67313F-HRTimeline
EP Wealth Advisors, LLC210,119$5.56M0.04%+20,68313F-HRTimeline
Prospect Financial Group LLC208,757$5.52M7.05%+28,23513F-HRTimeline
Friday Financial203,434$5.43M3.25%+47,02013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY201,644$5.34M<0.01%-6,45113F-HRTimelineGroup
ENZI WEALTH199,855$5.31M2.15%+5,78513F-HRTimeline
Pacific Asset Management, LLC199,687$5.28M4.73%+16,96613F-HRTimeline
Wealth Advisors Northwest LLC193,540$5.12M3.24%+36,97313F-HRTimeline
CLARIS ADVISORS, LLC / MO /192,443$5.09M1.9%-3,35813F-HRTimeline
SC&H Financial Advisors, Inc.188,436$4.99M0.98%+11,94413F-HRTimeline
DAVENPORT & Co LLC186,297$4.93M0.03%+21,36913F-HRTimeline
PBMares Wealth Management LLC185,530$4.91M0.98%+24,62813F-HRTimeline
Clarity Wealth Development LLC183,207$4.87M5.43%+9,76813F-HRTimeline
Passive Capital Management, LLC.183,239$4.85M1.54%+25,58813F-HRTimeline
Longview Financial Advisors LLC181,614$4.81M3.17%+6,76513F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP181,069$4.79M0.01%+9,74813F-HRTimelineGroup
North Ridge Wealth Advisors, Inc.179,771$4.76M3.18%+6,02513F-HRTimeline
HMV Wealth Advisors, LLC178,941$4.73M3.76%+100,28613F-HRTimeline
Versant Capital Management, Inc177,045$4.68M0.79%+22,14713F-HRTimeline
SageOak Financial, LLC176,055$4.66M4.13%-1,15813F-HRTimeline
One Degree Advisors Inc176,021$4.66M1.92%+10,69913F-HRTimeline
Vantage Point Financial LLC162,582$4.3M2.17%+13,59913F-HRTimeline
KFG WEALTH MANAGEMENT, LLC160,006$4.23M0.77%+3,08313F-HRTimeline
Creative Planningin group Creative Planning158,134$4.18M<0.01%+65913F-HRTimelineGroup
Rehmann Capital Advisory Group154,321$4.08M0.26%+2,83713F-HRTimeline
SCRATCH CAPITAL LLC152,416$4.03M4.16%+24,86413F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.151,416$4.01M0.01%+38,99313F-HRTimelineGroup
Factor Wealth Management LTD150,385$3.98M1.22%+13,31513F-HRTimeline
Waypoint Wealth Partners Inc.141,877$3.75M1.04%+2,87713F-HRTimeline
Hutchens & Kramer Investment Management…141,742$3.75M2.06%+1,95513F-HRTimeline
LifeGuide Financial Advisors, LLC141,570$3.75M1.53%+17,49613F-HRTimeline
Peterson Wealth Advisors, LLC154,515$3.68M0.71%+31,85013F-HRTimeline
BetterWealth, LLC138,733$3.67M1.03%-8,90713F-HRTimeline
Plancorp, LLC136,830$3.62M0.14%new13F-HRTimeline
Integrated Wealth Concepts LLC135,081$3.57M0.04%+11,38313F-HRTimeline
VESTIA PERSONAL WEALTH ADVISORS134,107$3.55M2.81%+7,96213F-HRTimeline
Avant Financial Advisors LLC133,417$3.53M3.2%+32513F-HRTimeline
Arcadia Wealth Management, Inc.133,207$3.52M2.75%+27,18813F-HRTimeline
Simplicity Wealth,LLC130,839$3.46M0.27%new13F-HRTimeline
Porter White Investment Advisors, Inc.129,346$3.42M1.69%+5,78913F-HRTimeline
SJS Investment Consulting Inc.129,241$3.42M0.58%-3,10113F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding126,602$3.35M-10,482Timeline
Pillar Financial Advisors, LLC124,947$3.31M2.46%+6,92813F-HRTimeline
RIVERCHASE WEALTH MANAGEMENT, LLC124,823$3.3M2.31%+7,37013F-HRTimeline
RCS Financial Planning, LLC123,357$3.26M1.72%+5,08613F-HRTimeline
JDH Wealth Management, LLC120,354$3.18M2.73%+13,96413F-HRTimeline
Parkworth Wealth Management, Inc.118,724$3.14M2.51%+40813F-HRTimeline
Orion Porfolio Solutions, LLC117,915$3.12M0.03%+7,75213F-HRTimeline
Orion Portfolio Solutions, LLC117,915$3.12M0.03%+7,75213F-HR/ATimeline
JNBA Financial Advisors116,985$3.1M0.32%-17,32413F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC116,260$3.08M0.07%-80613F-HRTimelineGroup