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Disclosery

DFEM DIMENSIONAL ETF TRUST

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EMERGING MKTS CO (fund)

453 managers (455 13F filers) reported a position in DFEM shares at 2025-06-30, 163,161,084 shares in all. 41 filers opened a position and 19 filers sold out during the quarter.

Managers
453
13F filers
455
New
41
Added
234
Reduced
142
Sold out
19
Shares held by filers
163,161,084

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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, LP16,789,759$498M7.58%+208,40013F-HRTimelineGroup
Focus Partners Wealthgroup of 2 filers holding12,464,448$370M-4,385Timeline
Corient Private Wealth LPin group Corient Private Wealth LP6,584,192$196M0.26%+96,56513F-HR/ATimelineGroup
Sequoia Financial Advisors, LLC4,632,242$137M0.94%+424,48913F-HRTimeline
Truepoint, Inc.4,494,116$133M3.32%-414,14213F-HRTimeline
HighTower Advisors, LLC3,684,937$109M0.14%-790,59313F-HRTimeline
Parcion Private Wealth LLC2,776,880$82.4M5.89%-113,79513F-HRTimeline
Asset Dedication, LLC2,492,664$74M5.37%-9,74513F-HRTimeline
Evensky & Katz LLC2,420,202$71.8M4.39%-16,01813F-HRTimeline
JMG Financial Group, Ltd.1,969,332$58.4M1.77%+15,30613F-HRTimeline
MASECO LLP1,874,702$55.6M2.11%13F-HRTimeline
RW Investment Management LLC1,835,977$54.5M6.07%+55,23813F-HRTimeline
Heritage Financial Services, LLC1,826,125$54.2M5.22%-35,79513F-HRTimeline
Total Wealth Planning, LLC1,818,416$54M6.82%+69,87713F-HRTimeline
LPL Financial LLC1,814,600$53.9M0.02%+27,33513F-HRTimeline
AWM CAPITAL, LLC1,723,511$51.2M5.38%+387,63713F-HRTimeline
Rockwood Wealth Management, LLC1,611,248$47.8M4.21%-25,17613F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC1,542,490$45.8M0.33%+512,23713F-HR/ATimelineGroup
Wealthstream Advisors, Inc.1,477,488$43.9M7.29%-4,55113F-HRTimeline
Hill Investment Group Partners, LLC1,455,808$43.2M5.63%-153,38513F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/1,403,528$41.7M0.02%+100,59913F-HRTimelineGroup
Apella Capital, LLC1,359,330$40.2M1.09%+1,23813F-HRTimeline
EnRich Financial Partners LLC1,262,505$37.5M11.5%+9,51513F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding1,243,374$36.9M+43,350Timeline
PHILLIPS FINANCIAL MANAGEMENT, LLC1,115,676$33.1M2.4%+32,75013F-HRTimeline
Forvis Mazars Wealth Advisors, LLC1,115,524$33.1M0.71%-176,96713F-HRTimeline
GREAT OAK CAPITAL PARTNERS, LLC1,095,851$32.7M9.35%+67,66213F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV1,084,519$32.2M0.07%-624,00213F-HRTimeline
Klaas Financial Asset Advisors, LLC1,083,230$32.2M5.09%+59,27713F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC1,061,221$31.5M4.02%-11,99313F-HRTimeline
Miramar Fiduciary Corp1,049,355$31.1M25.3%013F-HRTimeline
OneDigital Investment Advisors LLC1,008,797$29.9M0.33%-17,21213F-HRTimeline
Oakwell Private Wealth Management, LLC1,005,577$29.8M6.87%+83,49413F-HRTimeline
Kooman & Associates972,671$28.9M9.76%-2,35813F-HRTimeline
BRIGHTON JONES LLC965,303$28.7M0.78%+47,94013F-HRTimeline
Vestmark Advisory Solutions, Inc.948,376$28.1M0.41%+480,79713F-HRTimeline
Burton Enright Welch941,905$28M4.85%-121,91013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC940,470$27.9M0.05%-479,91713F-HRTimelineGroup
Seaside Wealth Management, Inc.932,988$27.7M8.81%+26,79813F-HRTimeline
Rather & Kittrell, Inc.925,406$27.5M5.44%+23,32913F-HRTimeline
Willow Creek Wealth Management Inc.911,055$27M2.43%+66,88013F-HRTimeline
Rockbridge Investment Management, LCC910,315$27M2.9%+52,96413F-HRTimeline
Your Advocates Ltd., LLP881,412$26.2M9.4%-18,33713F-HRTimeline
Syverson Strege & Co819,222$24.3M5.74%+159,98513F-HRTimeline
Betterment LLC812,552$24.1M0.05%-64,49613F-HRTimeline
Hemington Wealth Management773,826$23M3.33%+39,30713F-HRTimeline
DiNuzzo Private Wealth, Inc.772,996$22.9M2.72%-2,81113F-HRTimeline
MONOGRAPH WEALTH ADVISORS, LLC756,742$22.5M2.77%+177,33013F-HRTimeline
JACKSON THORNTON WEALTH MANAGEMENT, LLC751,644$22.4M2.56%-1,82913F-HRTimeline
Leading Edge Financial Planning LLC751,448$22.3M6.2%+43,72813F-HRTimeline
Pinnacle Financial Group, LLC / IL701,703$20.8M6.97%-10,83513F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/683,643$20.3M<0.01%+12,50813F-HRTimelineGroup
RS CRUM INC.675,100$20M4.8%+45,83413F-HRTimeline
Stordahl Capital Management, Inc.672,620$20M4.44%-37,30113F-HRTimeline
Sensible Money, LLC666,451$19.8M7.5%+28,52413F-HRTimeline
Premier Financial Group636,406$19.6M5.44%13F-HRTimeline
Integris Wealth Management, LLC650,019$19.3M5.03%+10,34613F-HRTimeline
Stratos Investment Management, LLCin group Stratos Wealth Partners, LTD.633,796$18.8M0.86%+5,84713F-HRTimelineGroup
Eaton-Cambridge Inc.620,890$18.4M6.95%+56,23513F-HRTimeline
AdvisorNet Financial, Inc610,154$18.1M1.17%+58,78213F-HRTimeline
Arax Advisory Partners586,925$17.4M0.8%+16,00613F-HRTimeline
Woodward Financial Advisors, Inc.586,461$17.4M7.17%+21,06613F-HRTimeline
Jentner Corp585,548$17.4M4.66%+22,39013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC567,595$16.8M0.02%+42413F-HRTimeline
BCR Wealth Strategies, LLC563,100$16.7M6.47%+24,62013F-HRTimeline
Sageworth Trust Co546,668$16.2M0.9%+12,56513F-HRTimeline
Planning Center, Inc.539,588$16M1.77%+6,43513F-HRTimeline
SACHEM HILL LLC535,959$15.9M3.25%-168,56513F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC534,254$15.9M0.01%new13F-HRTimelineGroup
Evanson Asset Management, LLC528,357$15.7M0.97%+10,81313F-HRTimeline
Ballentine Capital Advisors, Inc527,071$15.6M7.42%-2013F-HRTimeline
Plancorp, LLC524,434$15.6M0.54%+387,60413F-HRTimeline
Financial Engines Advisors L.L.C.524,097$15.6M0.03%+72,57813F-HRTimeline
CAPSTONE CAPITAL LLC520,698$15.5M11.22%+2,65713F-HRTimeline
von Borstel & Associates, Inc.510,350$15.3M4.04%+10,95313F-HRTimeline
Private Wealth Management Group, LLC514,321$15.3M5.07%+22,33213F-HRTimeline
Cambridge Financial Group, LLC510,656$15.2M5.69%+7,45713F-HRTimeline
Flagstone Financial Management508,640$15.1M4.33%-12,92213F-HRTimeline
Heritage Investment Group, Inc.503,474$14.9M2.58%-29,04413F-HRTimeline
NewEdge Advisors, LLC498,496$14.8M0.08%-10,86213F-HRTimeline
Leonard Rickey Investment Advisors P.L.…492,894$14.6M2.92%+11,74013F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP480,867$14.3M0.2%+99,06613F-HRTimeline
Peirce Capital Management, LLC480,172$14.3M6.32%-9,98413F-HRTimeline
KEB ASSET MANAGEMENT, LLC478,251$14.2M3.54%+32,93713F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …470,765$14M0.91%+12,90713F-HR/ATimeline
Verisail Partners, LLC467,561$13.9M5.89%+10,83713F-HRTimeline
Aspen Capital Management, LLC464,980$13.8M3.87%+13,07913F-HRTimeline
Equita Financial Network, Inc.458,246$13.6M5.41%-38,08313F-HRTimeline
Emprise Bank456,493$13.5M6.5%-7,24413F-HRTimeline
OLD MISSION CAPITAL LLC432,861$12.8M0.34%+325,03713F-HRTimeline
BFSG, LLC430,970$12.8M1.43%-3,30513F-HRTimeline
Symmetry Partners, LLC430,894$12.8M1.57%+93,25613F-HRTimeline
MML INVESTORS SERVICES, LLC430,714$12.8M0.04%+25,90313F-HRTimeline
Guardian Partners Inc.423,818$12.7M1.14%+2,39013F-HRTimeline
Hassell Wealth Management, LLC406,344$12.5M4.56%+10,78313F-HRTimeline
Squire Investment Management Company, L…418,607$12.4M4.58%+30,22213F-HRTimeline
Kondo Wealth Advisors, Inc.415,646$12.4M5.46%+20,53113F-HRTimeline
CARDIFF PARK ADVISORS, LLC404,737$12M1.04%+89,10513F-HRTimeline
New Dimensions Wealth Management, LLC390,571$11.6M10.57%+6,81113F-HRTimeline
Straight Path Wealth Management388,018$11.5M3.91%+37,53413F-HRTimeline
Henrickson Nauta Wealth Advisors, Inc.373,566$11.1M3.84%+37,19313F-HRTimeline
Cravens & Co Advisors, LLC371,990$11M8.24%-23213F-HRTimeline
Physician Wealth Solutions Inc.366,046$10.9M5.04%-15,41213F-HRTimeline
Financial Symmetry Inc363,693$10.8M5.57%+19,84013F-HRTimeline
DecisionPoint Financial, LLC350,169$10.4M2.66%+4,09913F-HRTimeline
Aerodigm Wealth, LLC350,705$10.4M5%-12,71413F-HRTimeline
Watchman Group, Inc.349,620$10.4M2.71%-41013F-HRTimeline
Mariner, LLCin group Mariner, LLC349,442$10.4M0.01%+25,04913F-HRTimelineGroup
Causey Wealth LLC347,380$10.3M5.3%-19,65913F-HRTimeline
JGP Wealth Management, LLC341,470$10.1M1.23%-3,02013F-HRTimeline
BRIDGE GENERATIONS WEALTH MANAGEMENT LLC336,781$10M6.06%-16,99813F-HRTimeline
Vannoy Advisory Group, Inc.336,558$9.99M6.9%-2,01513F-HRTimeline
Blume Capital Management, Inc.333,261$9.89M2.02%+20,15013F-HRTimeline
BCU Wealth Advisors, LLC330,831$9.82M4.41%+16,78013F-HRTimeline
Krilogy Financial LLC321,759$9.55M0.55%+1,20313F-HRTimeline
Kaufman Rossin Wealth, LLC321,614$9.55M6.04%+23,09513F-HRTimeline
Brady Martz Wealth Solutions, LLC316,458$9.39M1.82%+75,36313F-HRTimeline
Trust Co of the South315,668$9.37M1.66%+85,26713F-HRTimeline
Mills Wealth Advisors LLC314,622$9.34M4.28%+39,09713F-HRTimeline
FAMILY WEALTH PARTNERS, LLC313,353$9.3M3.72%+6,73613F-HRTimeline
Discipline Wealth Solutions, LLC308,542$9.16M3.51%+21,01913F-HRTimeline
Cambridge Investment Research Advisors,…299,078$8.88M0.03%+3,65413F-HRTimeline
Burk Holdings LLC286,395$8.5M5.32%+22,12613F-HRTimeline
Mattern Wealth Management LLC285,662$8.48M1.76%-143,26313F-HRTimeline
HTG Investment Advisors, Inc.278,907$8.28M3.08%-16,31113F-HRTimeline
NORTHWEST WEALTH MANAGEMENT, LLC274,232$8.14M1.47%+8,75613F-HRTimeline
Level Financial Advisors272,985$8.1M2.52%+21,08613F-HRTimeline
Ruedi Wealth Management, Inc.269,449$8M2.37%-20,58313F-HRTimeline
United Wealth Management, LLC261,685$7.77M2.25%+1,15513F-HRTimeline
Timonier Family Office, LTD.261,513$7.76M2.9%+32,95413F-HRTimeline
KEYVANTAGE WEALTH, LLC258,540$7.67M3.44%+9,76613F-HRTimeline
Foundation Wealth Management, LLC\PA258,032$7.66M3.31%+18,91813F-HRTimeline
Tillman Hartley LLC255,626$7.59M2.15%-30,93313F-HRTimeline
Hippocratic Financial Advisors, LLC254,889$7.57M4.04%+3,67813F-HRTimeline
INTEGRITY ALLIANCE, LLC.252,704$7.5M0.41%+2,26913F-HRTimeline
Prospect Financial Group LLC248,670$7.38M7.72%+39,91313F-HRTimeline
American Investment Services, Inc.244,794$7.27M1.85%+5,19513F-HRTimeline
Allworth Financial LP240,110$7.13M0.03%-82,03913F-HRTimeline
BCO Wealth Management LLC237,235$7.04M5.02%+9,22113F-HRTimeline
Hiley Hunt Wealth Management235,591$6.96M3.52%+6,22913F-HRTimeline
SwitchPoint Financial Planning, LLC232,004$6.89M5.64%-21,57513F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC231,700$6.88M1.08%-13,68813F-HRTimeline
Gradient Capital Advisors, LLC230,462$6.84M2.02%-4513F-HRTimeline
Tilson Financial Group, Inc.230,038$6.83M2.58%-3,30913F-HRTimeline
O'Connor Financial Group LLC224,078$6.74M2.97%+9,75113F-HRTimeline
Simplicity Wealth,LLC226,492$6.72M0.28%+95,65313F-HRTimeline
ARK & TLK INVESTMENTS, LLC226,160$6.71M2.15%-15,43313F-HRTimeline
PBMares Wealth Management LLC225,659$6.7M1.23%+40,12913F-HRTimeline
STUDIO INVESTMENT MANAGEMENT LLC224,160$6.65M1.34%-38113F-HRTimeline
HMV Wealth Advisors, LLC223,058$6.62M4.34%+44,11713F-HRTimeline
Lutz Financial Services LLC220,968$6.56M0.51%+5,62613F-HRTimeline
QUARRY HILL ADVISORS, LLC219,033$6.5M3.78%-12,21913F-HRTimeline
SC&H Financial Advisors, Inc.216,996$6.44M1.1%+28,56013F-HRTimeline
DAVENPORT & Co LLC215,578$6.4M0.04%+29,28113F-HRTimeline
Midwest Trust Co215,150$6.39M0.09%13F-HRTimeline
Friday Financial212,813$6.32M3.21%+9,37913F-HRTimeline
CLIENT 1ST ADVISORY GROUP, LLC212,405$6.3M2.29%-12,22213F-HRTimeline
Wealth Advisors Northwest LLC210,138$6.24M3.29%+16,59813F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.209,263$6.21M0.01%+57,84713F-HR/ATimelineGroup
HB Wealth Management, LLC202,993$6.02M0.05%+108,33713F-HRTimeline
Pacific Asset Management, LLC202,913$6.02M4.84%+3,22613F-HRTimeline
Orion Porfolio Solutions, LLC201,018$5.97M0.05%+83,10313F-HR/ATimeline
Versant Capital Management, Inc200,345$5.95M0.9%+23,30013F-HRTimeline
One Degree Advisors Inc200,290$5.94M2.12%+24,26913F-HRTimeline
ENZI WEALTH197,365$5.88M2.16%-2,49013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY196,992$5.85M<0.01%-4,65213F-HRTimelineGroup
Passive Capital Management, LLC.196,390$5.84M1.82%+13,15113F-HRTimeline
Fortitude Family Office, LLC192,646$5.72M1.89%-153,62113F-HRTimeline
Financial Harvest, LLC191,661$5.69M4.25%new13F-HRTimeline
SCRATCH CAPITAL LLC191,228$5.68M4.62%+38,81213F-HRTimeline
Vestment Financial LLC189,554$5.66M3.59%-134,26713F-HRTimeline
Clarity Wealth Development LLC188,021$5.58M5.56%+4,81413F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…187,758$5.57M<0.01%+112,88013F-HRTimelineGroup
SageOak Financial, LLC182,717$5.42M4.34%+6,66213F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP182,266$5.41M0.01%+1,19713F-HRTimelineGroup
Longview Financial Advisors LLC179,461$5.33M3.34%-2,15313F-HRTimeline
Peterson Wealth Advisors, LLC175,720$5.22M0.86%+21,20513F-HRTimeline
North Ridge Wealth Advisors, Inc.175,261$5.2M3.19%-4,51013F-HRTimeline
Kaye Capital Management171,995$5.1M1.96%+150,20713F-HRTimeline
Modern Wealth Management, LLC171,995$5.1M0.13%new13F-HR/ATimeline
Factor Wealth Management LTD170,334$5.06M1.38%+19,94913F-HRTimeline
Vantage Point Financial LLC166,872$4.95M2.17%+4,29013F-HRTimeline
KFG WEALTH MANAGEMENT, LLC164,655$4.89M0.79%+4,64913F-HRTimeline
RCS Financial Planning, LLC164,558$4.88M2.43%+41,20113F-HRTimeline
EP Wealth Advisors, LLC164,283$4.88M0.03%-45,83613F-HRTimeline
Creative Planningin group Creative Planning162,739$4.83M<0.01%+4,60513F-HRTimelineGroup
Austin Wealth Management, LLC160,133$4.79M0.85%-243,98613F-HRTimeline
Integrated Wealth Concepts LLC159,722$4.74M0.05%+24,64113F-HRTimeline
Geneos Wealth Management Inc.158,762$4.71M0.12%-150,25813F-HRTimeline
Waypoint Wealth Partners Inc.151,195$4.49M1.09%+9,31813F-HRTimeline
LifeGuide Financial Advisors, LLC149,539$4.44M1.64%+7,96913F-HRTimeline
Hurlow Wealth Management Group, Inc.148,270$4.4M1.24%+67,89813F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC142,347$4.22M0.02%+15,74513F-HRTimelineGroup
Arcadia Wealth Management, Inc.141,371$4.2M2.86%+8,16413F-HRTimeline
Hutchens & Kramer Investment Management…140,055$4.17M1.91%-1,68713F-HRTimeline
Rehmann Capital Advisory Group140,347$4.17M0.25%-13,97413F-HRTimeline
VESTIA PERSONAL WEALTH ADVISORS139,941$4.15M2.84%+5,83413F-HRTimeline
CLARIS ADVISORS, LLC / MO /137,699$4.09M1.42%-54,74413F-HRTimeline
TCI Wealth Advisors, Inc.135,312$4.02M0.28%new13F-HRTimeline
BetterWealth, LLC135,292$4.02M1.03%-3,44113F-HRTimeline