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DEXC Institutional Ownership

Dimensional - Emerging Markets ex China Core Equity ETF
1W: +1.0% 1M: +2.5% 3M: +0.8% YTD: +32.3% 1Y: +43.8%
$81.67
+1.73 (+2.16%)
 
Weekly Expected Move ±3.5%
$76 $79 $82 $85 $87
ETF AMEX · AUM $367.1M

Institutional Ownership — DEXC

62
Institutional Holders
+9 vs prior quarter
0.0%
Ownership
+0.00pp
307M
Total Invested
14
New Positions
13
Increased
28
Reduced
5
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (65 total)

# Holder Shares Value Change Change % Holding Period Filing
1 First Command Advisory Services, Inc. 1,415,065 116M -358,937 -20.2% 6Q SEC ↗
2 Brown Financial Advisory 429,629 35M +2,288 +0.5% 6Q SEC ↗
3 ENVESTNET ASSET MANAGEMENT INC 239,156 20M +202,725 +556.5% 3Q SEC ↗
4 SUSQUEHANNA INTERNATIONAL GROUP, LLP NEW 191,547 16M — +0.0% 1Q SEC ↗
5 Quadcap Wealth Management, LLC 189,287 15M +9,480 +5.3% 6Q SEC ↗
6 McIlrath & Eck, LLC 180,122 15M +1,307 +0.7% 6Q SEC ↗
7 Chicago Partners Investment Group LLC 159,601 13M +18,937 +13.5% 6Q SEC ↗
8 Prism Advisors, Inc. 137,678 11M -5,168 -3.6% 5Q SEC ↗
9 HANCOCK WHITNEY CORP NEW 132,449 11M — +0.0% 1Q SEC ↗
10 Beta Wealth Group, Inc. 97,439 8M -5,400 -5.3% 5Q SEC ↗
11 GOLDMAN SACHS GROUP INC NEW 90,922 7M — +0.0% 1Q SEC ↗
12 R. W. Roge & Company, Inc. 84,530 7M -214 -0.3% 6Q SEC ↗
13 Strategic Investment Solutions, Inc. / 64,098 5M +53,932 +530.5% 2Q SEC ↗
14 Mills Wealth Advisors LLC 55,643 5M -362 -0.6% 7Q SEC ↗
15 Keudell/Morrison Wealth Management 50,419 4M -161,007 -76.2% 3Q SEC ↗
16 QRG CAPITAL MANAGEMENT, INC. NEW 41,009 3M — +0.0% 1Q SEC ↗
17 JANE STREET GROUP, LLC 40,251 3M -4,800 -10.7% 7Q SEC ↗
18 Applied Capital LLC 35,871 3M -3,231 -8.3% 4Q SEC ↗
19 MERCER GLOBAL ADVISORS INC /ADV 35,852 3M +18,290 +104.1% 2Q SEC ↗
20 Index Fund Advisors, Inc. 23,949 2M -1,630 -6.4% 5Q SEC ↗
21 CITADEL ADVISORS LLC 17,279 1M -71,247 -80.5% 4Q SEC ↗
22 FLOW TRADERS U.S. LLC NEW 16,037 1M — +0.0% 1Q SEC ↗
23 Hilltop Holdings Inc. 15,522 1M -3,533 -18.5% 6Q SEC ↗
24 Cerity Partners LLC 13,330 1M — +0.0% 2Q SEC ↗
25 Farther Finance Advisors, LLC 12,163 993K +875 +7.8% 6Q SEC ↗
26 FIDUCIARY FINANCIAL GROUP, LLC 10,515 859K -266 -2.5% 5Q SEC ↗
27 Madrid Wealth Management, LLC 9,968 814K -304 -3.0% 3Q SEC ↗
28 Citrine Capital LLC 9,375 766K -14 -0.1% 4Q SEC ↗
29 SouthState Bank Corp 9,098 743K — +0.0% 5Q SEC ↗
30 Bulwark Capital Corp 8,921 729K -157 -1.7% 3Q SEC ↗
31 RAYMOND JAMES FINANCIAL INC 8,194 669K +1,293 +18.7% 3Q SEC ↗
32 CX Institutional NEW 7,615 622K — +0.0% 1Q SEC ↗
33 Beacon Pointe Advisors, LLC NEW 7,047 575K — +0.0% 1Q SEC ↗
34 OLD MISSION CAPITAL LLC 6,533 534K -4,438 -40.5% 2Q SEC ↗
35 Kane Co Wealth Management, Inc. 5,810 474K -100 -1.7% 3Q SEC ↗
36 Quantinno Capital Management LP 5,702 466K -239 -4.0% 2Q SEC ↗
37 Corus Family Wealth Advisors 4,742 387K +915 +23.9% 2Q SEC ↗
38 Financial Symmetry Inc 4,711 385K +22 +0.5% 6Q SEC ↗
39 McGrath & Associates, Inc. NEW 4,646 379K — +0.0% 1Q SEC ↗
40 Focus Partners Wealth 4,118 336K — +0.0% 5Q SEC ↗
41 Financial Security Advisor, Inc. 3,723 304K +17 +0.5% 3Q SEC ↗
42 Opus Financial Solutions LLC 3,704 302K -67 -1.8% 3Q SEC ↗
43 CWM, LLC 3,394 277K +1,047 +44.6% 5Q SEC ↗
44 TCI Wealth Advisors, Inc. NEW 2,893 236K — +0.0% 1Q SEC ↗
45 Vise Technologies, Inc. NEW 2,646 216K — +0.0% 1Q SEC ↗
46 Root Financial Partners, LLC 2,646 216K +1,466 +124.2% 3Q SEC ↗
47 Highland Investment Advisors LLC NEW 2,507 205K — +0.0% 1Q SEC ↗
48 BANK OF MONTREAL /CAN 2,408 197K -505 -17.3% 7Q SEC ↗
49 DecisionPoint Financial, LLC 2,285 187K -273 -10.7% 5Q SEC ↗
50 Asset Dedication, LLC 2,086 170K -181 -8.0% 7Q SEC ↗
Biggest Increases (15)
HolderAddedChange %Total Shares
ENVESTNET ASSET MANAGEMENT INC +202,725 +556.5% 239,156
Strategic Investment Solutions, Inc +53,932 +530.5% 64,098
Chicago Partners Investment Group L +18,937 +13.5% 159,601
MERCER GLOBAL ADVISORS INC /ADV +18,290 +104.1% 35,852
Quadcap Wealth Management, LLC +9,480 +5.3% 189,287
Brown Financial Advisory +2,288 +0.5% 429,629
Root Financial Partners, LLC +1,466 +124.2% 2,646
McIlrath & Eck, LLC +1,307 +0.7% 180,122
RAYMOND JAMES FINANCIAL INC +1,293 +18.7% 8,194
CWM, LLC +1,047 +44.6% 3,394
Corus Family Wealth Advisors +915 +23.9% 4,742
Farther Finance Advisors, LLC +875 +7.8% 12,163
WELLS FARGO & COMPANY/MN +488 +88.7% 1,038
Financial Symmetry Inc +22 +0.5% 4,711
Financial Security Advisor, Inc. +17 +0.5% 3,723
Biggest Decreases (20)
HolderReducedChange %Total Shares
First Command Advisory Services, In -358,937 -20.2% 1,415,065
Keudell/Morrison Wealth Management -161,007 -76.2% 50,419
CITADEL ADVISORS LLC -71,247 -80.5% 17,279
Beta Wealth Group, Inc. -5,400 -5.3% 97,439
Prism Advisors, Inc. -5,168 -3.6% 137,678
JANE STREET GROUP, LLC -4,800 -10.7% 40,251
OLD MISSION CAPITAL LLC -4,438 -40.5% 6,533
Hilltop Holdings Inc. -3,533 -18.5% 15,522
Applied Capital LLC -3,231 -8.3% 35,871
Index Fund Advisors, Inc. -1,630 -6.4% 23,949
BANK OF MONTREAL /CAN -505 -17.3% 2,408
Mills Wealth Advisors LLC -362 -0.6% 55,643
Madrid Wealth Management, LLC -304 -3.0% 9,968
DecisionPoint Financial, LLC -273 -10.7% 2,285
FIDUCIARY FINANCIAL GROUP, LLC -266 -2.5% 10,515
Quantinno Capital Management LP -239 -4.0% 5,702
R. W. Roge & Company, Inc. -214 -0.3% 84,530
Asset Dedication, LLC -181 -8.0% 2,086
Bulwark Capital Corp -157 -1.7% 8,921
Kane Co Wealth Management, Inc. -100 -1.7% 5,810

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms