Who Owns DFEM?
Dimensional - Emerging Markets Core Equity 2 ETF — Institutional Ownership & 13F Holdings
$38.55
+0.68 (+1.78%)
Market Cap
$8.3B
Shares Outstanding
195,545,026
Institutional Holders
414
Total Inst. Value
$3.7B
% of Float Held
—
QoQ Holder Change
+262
Institutional data as of Q1 2025
New Positions
142
Closed Positions
17
Increased
180
Decreased
67
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | Forum Financial Management, LP | $438.7M | 16,581,359 |
| 2 | Focus Partners Wealth | $168.3M | 6,359,192 |
| 3 | Focus Partners Advisor Solutions, LLC | $161.7M | 6,109,641 |
| 4 | Truepoint, Inc. | $129.9M | 4,908,258 |
| 5 | HighTower Advisors, LLC | $118.4M | 4,475,530 |
| 6 | Sequoia Financial Advisors, LLC | $111.3M | 4,207,753 |
| 7 | Parcion Private Wealth LLC | $76.5M | 2,890,675 |
| 8 | Asset Dedication, LLC | $66.2M | 2,502,409 |
| 9 | Evensky & Katz LLC | $64.5M | 2,436,220 |
| 10 | JMG Financial Group, Ltd. | $51.7M | 1,954,026 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| Forum Financial Management, LP | +545K | $438.7M |
| Focus Partners Wealth | +668K | $168.3M |
| Focus Partners Advisor Solutions, LLC | +968K | $161.7M |
| Truepoint, Inc. | +163K | $129.9M |
| HighTower Advisors, LLC | +314K | $118.4M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| Heritage Financial Services, LLC | -560K | $49.3M |
| Forvis Mazars Wealth Advisors, LLC | -377K | $34.2M |
| MML INVESTORS SERVICES, LLC | -130K | $10.7M |
| FLPUTNAM INVESTMENT MANAGEMENT CO | -121K | $1K |
| MONOGRAPH WEALTH ADVISORS, LLC | -105K | $15.3M |
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Frequently Asked Questions
How many institutional investors hold DFEM?
As of Q1 2025, 414 institutional investors report holding DFEM (Dimensional - Emerging Markets Core Equity 2 ETF) in their 13F filings.
Which hedge fund owns the most DFEM?
The largest institutional holder of DFEM is Forum Financial Management, LP with $438.7M in shares.
Are institutions buying or selling DFEM?
This quarter, 142 institutions opened new positions in DFEM and 17 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.