DFEM · Dimensional Emerging Markets Core Equity 2 ETF ETF
$41.00
+0.55 (+1.36%)
At close · Sep 4
Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.
Holders: 4
Total Value: $97,552,620
Total Shares: 2,400,409
Institutional Ownership Trend
8 quarters
Holder Concentration
Across 4 13F filers · Δ vs Sep 30, 2023Top Holder
97.5%
+58.2 pts
Top 5
100.0%
+23.2 pts
Top 10
100.0%
+5.0 pts
HHI
9,513
Highly concentrated+7,525
Quarterly Activity
vs Sep 30, 2023
New
4
Increased
0
Decreased
0
Sold Out
19
Unchanged
0
Holder count:
-15
Institutional value:
-31.5%
Shares held:
-60.7%
Top New Positions
vs Sep 30, 2023| Institution | Acquired | Value (USD) | Open |
|---|---|---|---|
| Large Corient Private Wealth LLC | 2,340,768 | $95,128,811 | |
| Mega CITADEL ADVISORS LLC | 47,480 | $1,929,587 | |
| Small Schulz Wealth, LTD. | 11,762 | $478,007 | |
| Mid Parkside Financial Bank & Trust | 399 | $16,215 |
Top Sold-Out Positions
vs Sep 30, 2023| Institution | Previously Held | Last Value (USD) | Open |
|---|---|---|---|
| Small Carlson Capital Management | 2,402,365 | $55,999,128 | |
| Mid Focus Partners Advisor Solutions, LLC | 734,731 | $17,126,579 | |
| Micro Austin Wealth Management, LLC | 535,983 | $12,493,763 | |
| Mid Arax Advisory Partners | 524,614 | $12,228,751 | |
| Small MONOGRAPH WEALTH ADVISORS, LLC | 490,995 | $11,445,093 |
| Holder | Value (USD) | % of 13F | Shares | Type | Filed | Open |
|---|---|---|---|---|---|---|
| Large Corient Private Wealth LLC DFEM | $95,128,811 | 97.52% | 2,340,768 | Shares | 2026-08-27 | |
| Mega CITADEL ADVISORS LLC DFEM | $1,929,587 | 1.98% | 47,480 | Shares | 2026-09-02 | |
| Small Schulz Wealth, LTD. DFEM | $478,007 | 0.49% | 11,762 | Shares | 2026-08-26 | |
| Mid Parkside Financial Bank & Trust Bank DFEM | $16,215 | 0.02% | 399 | Shares | 2026-09-04 |