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DFEM · Dimensional Emerging Markets Core Equity 2 ETF ETF

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$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.

Use institutional holdings through the 13F API or MCP →
Holders: 4
Total Value: $97,552,620
Total Shares: 2,400,409

Institutional Ownership Trend

18 quarters

Holder Concentration

Across 4 13F filers · Δ vs Mar 31, 2026
Top Holder
97.5%
Sep 2023 → Jun 2026 · range 8.4% – 97.5%
+89.1 pts
Top 5
100.0%
Sep 2023 → Jun 2026 · range 23.4% – 100.0%
+76.6 pts
Top 10
100.0%
Sep 2023 → Jun 2026 · range 33.3% – 100.0%
+66.7 pts
HHI
9,513
Sep 2023 → Jun 2026 · range 183 – 9,513
Highly concentrated+9,331

Quarterly Activity

vs Mar 31, 2026
New
1
Increased
1
Decreased
2
Sold Out
552
Unchanged
0
Holder count: -551
Institutional value: -98.5%
Shares held: -98.8%

Top Buyers

vs Mar 31, 2026
Institution Added Now Holds Open
Parkside Financial Bank & Trust +33 399

Top Sellers

vs Mar 31, 2026
Institution Sold Now Holds Open
Corient Private Wealth LLC −4,694,778 2,340,768
CITADEL ADVISORS LLC −78,481 47,480

Top New Positions

vs Mar 31, 2026
Institution Acquired Value (USD) Open
Schulz Wealth, LTD. 11,762 $478,007

Top Sold-Out Positions

vs Mar 31, 2026
Institution Previously Held Last Value (USD) Open
Forum Financial Management, LP 16,404,290 $566,768,217
Focus Partners Wealth 9,014,872 $311,463,827
Focus Partners Advisor Solutions, LLC 7,702,569 $266,123,758
Sequoia Financial Advisors, LLC 5,345,392 $184,683,293
Truepoint, Inc. 5,286,463 $182,647,296
Filter: New 1 Increased 1 Reduced 2 Sold out 552 Unchanged 0
Showing 4 of 4
All Common Calls Puts
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Holder Value (USD) % of 13F Shares Open
Corient Private Wealth LLC DFEM $95,128,811 97.52% 2,340,768
CITADEL ADVISORS LLC DFEM $1,929,587 1.98% 47,480
Schulz Wealth, LTD. DFEM $478,007 0.49% 11,762
Parkside Financial Bank & Trust DFEM $16,215 0.02% 399