DFEM Institutional Ownership
Dimensional - Emerging Markets Core Equity 2 ETF
1W: +0.2%
1M: -0.0%
3M: -0.1%
YTD: +19.2%
1Y: +25.5%
3Y: +83.4%
$40.31
+0.58 (+1.46%)
Weekly Expected Move ±2.8%
$38
$39
$40
$41
$43
Overview
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Holdings
Changes
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Analysis
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Institutions
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Short Interest
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Institutional Ownership — DFEM
614
Institutional Holders
+35 vs prior quarter
0.0%
Ownership
+0.00pp
8B
Total Invested
60
New Positions
274
Increased
235
Reduced
19
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (637 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Forum Financial Management, LP | 15,767,639 | $636M | -636,651 | -3.9% | 17Q | SEC ↗ |
| 2 | Focus Partners Wealth | 9,899,602 | $399M | +884,730 | +9.8% | 8Q | SEC ↗ |
| 3 | Focus Partners Advisor Solutions, LLC | 8,824,359 | $356M | +1,121,790 | +14.6% | 16Q | SEC ↗ |
| 4 | Sequoia Financial Advisors, LLC | 5,299,151 | $214M | -46,241 | -0.9% | 15Q | SEC ↗ |
| 5 | Truepoint, Inc. | 4,964,110 | $200M | -322,353 | -6.1% | 16Q | SEC ↗ |
| 6 | Savant Capital, LLC | 4,375,866 | $176M | +148,694 | +3.5% | 15Q | SEC ↗ |
| 7 | HBK Sorce Advisory LLC | 3,354,929 | $135M | +105,412 | +3.2% | 11Q | SEC ↗ |
| 8 | Forvis Mazars Wealth Advisors, LLC | 3,210,847 | $129M | +119,364 | +3.9% | 16Q | SEC ↗ |
| 9 | HighTower Advisors, LLC | 3,192,252 | $129M | -27,930 | -0.9% | 17Q | SEC ↗ |
| 10 | Parcion Private Wealth LLC | 2,602,795 | $105M | -75,055 | -2.8% | 13Q | SEC ↗ |
| 11 | Asset Dedication, LLC | 2,462,535 | $99M | -21,511 | -0.9% | 17Q | SEC ↗ |
| 12 | Corient Private Wealth LP | 2,340,768 | $94M | -4,694,778 | -66.7% | 15Q | SEC ↗ |
| 13 | JMG Financial Group, Ltd. | 2,333,403 | $94M | +21,243 | +0.9% | 15Q | SEC ↗ |
| 14 | MASECO LLP | 2,307,093 | $93M | +61,342 | +2.7% | 5Q | SEC ↗ |
| 15 | Evensky & Katz LLC | 2,286,699 | $92M | -76,506 | -3.2% | 17Q | SEC ↗ |
| 16 | Greenspring Advisors, LLC | 2,275,109 | $92M | -39,353 | -1.7% | 4Q | SEC ↗ |
| 17 | LPL Financial LLC | 2,265,466 | $91M | +210,336 | +10.2% | 14Q | SEC ↗ |
| 18 | Rockwood Wealth Management, LLC | 2,156,982 | $87M | -97,415 | -4.3% | 17Q | SEC ↗ |
| 19 | RW Investment Management LLC | 1,953,688 | $79M | -19,165 | -1.0% | 2Q | SEC ↗ |
| 20 | AWM CAPITAL, LLC | 1,907,601 | $77M | +100,340 | +5.6% | 16Q | SEC ↗ |
| 21 | CWM, LLC | 1,827,269 | $74M | +152,408 | +9.1% | 8Q | SEC ↗ |
| 22 | BANK OF MONTREAL /CAN | 1,792,948 | $72M | +55,552 | +3.2% | 15Q | SEC ↗ |
| 23 | Beacon Pointe Advisors, LLC | 1,777,623 | $72M | +32,069 | +1.8% | 15Q | SEC ↗ |
| 24 | Apella Capital, LLC | 1,666,664 | $67M | +9,486 | +0.6% | 13Q | SEC ↗ |
| 25 | Symmetry Partners, LLC | 1,487,895 | $60M | +15,417 | +1.0% | 8Q | SEC ↗ |
| 26 | Mariner, LLC | 1,476,229 | $60M | +132,586 | +9.9% | 16Q | SEC ↗ |
| 27 | ENVESTNET ASSET MANAGEMENT INC | 1,467,866 | $59M | -27,058 | -1.8% | 15Q | SEC ↗ |
| 28 | Hill Investment Group Partners, LLC | 1,389,339 | $56M | -49,290 | -3.4% | 17Q | SEC ↗ |
| 29 | EnRich Financial Partners LLC | 1,201,493 | $48M | -70,986 | -5.6% | 11Q | SEC ↗ |
| 30 | Plancorp, LLC | 1,191,181 | $48M | +90,318 | +8.2% | 6Q | SEC ↗ |
| 31 | BRIGHTON JONES LLC | 1,160,159 | $47M | +33,028 | +2.9% | 16Q | SEC ↗ |
| 32 | MOSAIC FAMILY WEALTH PARTNERS, LLC | 1,118,058 | $45M | +55,971 | +5.3% | 15Q | SEC ↗ |
| 33 | OneDigital Investment Advisors LLC | 1,114,346 | $45M | +33,101 | +3.1% | 13Q | SEC ↗ |
| 34 | GREAT OAK CAPITAL PARTNERS, LLC | 1,087,715 | $44M | -14,570 | -1.3% | 11Q | SEC ↗ |
| 35 | MERCER GLOBAL ADVISORS INC /ADV | 1,083,236 | $44M | +29,007 | +2.8% | 12Q | SEC ↗ |
| 36 | Burton Enright Welch | 1,073,188 | $43M | +41,560 | +4.0% | 17Q | SEC ↗ |
| 37 | Elser Financial Planning, Inc | 1,038,515 | $42M | -5,476 | -0.5% | 2Q | SEC ↗ |
| 38 | Oakwell Private Wealth Management, LLC | 1,036,887 | $42M | -82,229 | -7.3% | 14Q | SEC ↗ |
| 39 | PHILLIPS FINANCIAL MANAGEMENT, LLC | 1,030,632 | $42M | -77,336 | -7.0% | 16Q | SEC ↗ |
| 40 | Rather & Kittrell, Inc. | 1,021,198 | $41M | -9,230 | -0.9% | 16Q | SEC ↗ |
| 41 | Rockbridge Investment Management, LCC | 985,390 | $40M | +44,101 | +4.7% | 17Q | SEC ↗ |
| 42 | Seaside Wealth Management, Inc. | 957,955 | $39M | -7,240 | -0.8% | 13Q | SEC ↗ |
| 43 | Kooman & Associates | 954,934 | $38M | -44,576 | -4.5% | 15Q | SEC ↗ |
| 44 | NORTHERN TRUST CORP | 953,835 | $38M | +896,305 | +1558.0% | 5Q | SEC ↗ |
| 45 | OLD MISSION CAPITAL LLC | 947,716 | $38M | +511,868 | +117.4% | 6Q | SEC ↗ |
| 46 | Betterment LLC | 933,438 | $38M | +7,970 | +0.9% | 15Q | SEC ↗ |
| 47 | MONOGRAPH WEALTH ADVISORS, LLC | 912,431 | $37M | +10,096 | +1.1% | 16Q | SEC ↗ |
| 48 | Leading Edge Financial Planning LLC | 908,460 | $37M | +39,760 | +4.6% | 15Q | SEC ↗ |
| 49 | Your Advocates Ltd., LLP | 837,466 | $34M | -39,686 | -4.5% | 14Q | SEC ↗ |
| 50 | FIRST FINANCIAL BANK - TRUST DIVISION | 817,938 | $33M | -88,109 | -9.7% | 3Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Evanson Financial, LLC | 599,751 | $24M |
| Curated Wealth Partners LLC | 514,473 | $21M |
| Timonier Family Office, LTD. | 303,637 | $12M |
| BEACON HILL WEALTH MANAGEMENT LTD. | 192,156 | $8M |
| Platform Wealth Management, LLC | 105,365 | $4M |
| Private Advisory Group LLC | 85,847 | $3M |
| AXXCESS WEALTH MANAGEMENT, LLC | 84,159 | $3M |
| SAX WEALTH ADVISORS, LLC | 78,625 | $3M |
| Liberty Capital Management, Inc. | 56,315 | $2M |
| Veratis Advisors, Inc. | 52,420 | $2M |
| CLIFTONLARSONALLEN WEALTH ADVISORS, | 51,904 | $2M |
| Tennessee Valley Asset Management P | 50,592 | $2M |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 29,308 | $1M |
| Mission Hills Financial Advisory, L | 25,499 | $1M |
| Nuveen, LLC | 20,274 | $817K |
| Joel Isaacson & Co., LLC | 19,780 | $797K |
| HUB Investment Partners, LLC | 17,794 | $717K |
| Essex Financial Services, Inc. | 15,868 | $640K |
| Florida Trust Wealth Management Co | 13,032 | $525K |
| Stratos Wealth Partners, LTD. | 12,912 | $520K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Ocean Park Asset Management, LLC | 339,507 | $14M |
| MENORA MIVTACHIM HOLDINGS LTD. | 286,479 | $12M |
| SEGALL BRYANT & HAMILL, LLC | 125,220 | $5M |
| Thrivent Financial for Lutherans | 81,750 | $3M |
| RENAISSANCE TECHNOLOGIES LLC | 38,000 | $2M |
| FLOW TRADERS U.S. LLC | 17,571 | $708K |
| INDEPENDENT FINANCIAL GROUP, LLC | 13,723 | $553K |
| SOL Capital Management CO | 12,365 | $498K |
| EVOKE WEALTH, LLC | 12,312 | $496K |
| Quadrature Capital Ltd | 12,214 | $492K |
| Blue Trust, Inc. | 10,161 | $410K |
| TIAA TRUST, NATIONAL ASSOCIATION | 9,059 | $365K |
| OneAscent Family Office, LLC | 7,111 | $287K |
| GTS SECURITIES LLC | 6,937 | $280K |
| Summit Financial Strategies, Inc. | 6,419 | $259K |
| Pine Harbor Wealth Management, LLC | 6,247 | $252K |
| SHP Wealth Management | 2,741 | $110K |
| TD Capital Management LLC | 1,820 | $73K |
| Western Wealth Management, LLC | 1,675 | $68K |
| FIRST UNITED BANK & TRUST | 1,581 | $64K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Focus Partners Advisor Solutions, L | +1,121,790 | +14.6% | 8,824,359 |
| NORTHERN TRUST CORP | +896,305 | +1558.0% | 953,835 |
| Focus Partners Wealth | +884,730 | +9.8% | 9,899,602 |
| CHOREO, LLC | +616,531 | +3923.7% | 632,244 |
| OLD MISSION CAPITAL LLC | +511,868 | +117.4% | 947,716 |
| GLENMEDE TRUST CO NA | +349,958 | +1490.9% | 373,431 |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | +343,921 | +151.3% | 571,292 |
| GOLDMAN SACHS GROUP INC | +343,470 | +129.5% | 608,711 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | +239,942 | +221.1% | 348,442 |
| LPL Financial LLC | +210,336 | +10.2% | 2,265,466 |
| Versant Capital Management, Inc | +194,964 | +63.6% | 501,593 |
| TFO Wealth Partners, LLC | +163,813 | +94.9% | 336,373 |
| TRUIST FINANCIAL CORP | +163,353 | +76.3% | 377,533 |
| MISSION WEALTH MANAGEMENT, LP | +162,498 | +683.7% | 186,267 |
| RAYMOND JAMES FINANCIAL INC | +161,170 | +89.4% | 341,527 |
| CWM, LLC | +152,408 | +9.1% | 1,827,269 |
| Savant Capital, LLC | +148,694 | +3.5% | 4,375,866 |
| OSAIC HOLDINGS, INC. | +148,039 | +86.7% | 318,724 |
| Mariner, LLC | +132,586 | +9.9% | 1,476,229 |
| Modera Wealth Management, LLC | +129,706 | +631.5% | 150,245 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Corient Private Wealth LP | -4,694,778 | -66.7% | 2,340,768 |
| JANE STREET GROUP, LLC | -979,394 | -89.0% | 121,426 |
| Forum Financial Management, LP | -636,651 | -3.9% | 15,767,639 |
| Truepoint, Inc. | -322,353 | -6.1% | 4,964,110 |
| Miramar Fiduciary Corp | -291,714 | -32.3% | 610,769 |
| Vestmark Advisory Solutions, Inc. | -211,697 | -21.2% | 787,822 |
| Bank of New York Mellon Corp | -191,019 | -42.5% | 258,320 |
| Sensenig Capital Advisors, Inc | -114,816 | -77.0% | 34,231 |
| Rockwood Wealth Management, LLC | -97,415 | -4.3% | 2,156,982 |
| MORGAN STANLEY | -90,174 | -51.0% | 86,470 |
| FIRST FINANCIAL BANK - TRUST DIVISI | -88,109 | -9.7% | 817,938 |
| Oakwell Private Wealth Management, | -82,229 | -7.3% | 1,036,887 |
| CITADEL ADVISORS LLC | -78,481 | -62.3% | 47,480 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | -77,336 | -7.0% | 1,030,632 |
| Evensky & Katz LLC | -76,506 | -3.2% | 2,286,699 |
| Parcion Private Wealth LLC | -75,055 | -2.8% | 2,602,795 |
| EnRich Financial Partners LLC | -70,986 | -5.6% | 1,201,493 |
| Cravens & Co Advisors, LLC | -70,748 | -18.2% | 316,943 |
| Graves Light Lenhart Wealth, Inc. | -67,806 | -71.7% | 26,724 |
| DAVENPORT & Co LLC | -66,814 | -27.0% | 180,353 |