Security Name: DIMENSIONAL EMERGING MARKETS
Ticker: DFEM
Security Type: OTHER
Exchange: US
CUSIP: 25434V732

Historical Stats

Period Total Value Value Change Total Holders Holder Change
2024-06-30 $3.15B - 309 -
2024-09-30 $3.56B +13.0% 328 +6.1%
2024-12-31 $3.00B -15.7% 288 -12.2%

Current Major Holders for Period: 2024-12-31

Institution Value Shares % of Portfolio
MIRAMAR FIDUCIARY CORP $25.7M 982K 26.6%
ENRICH FINANCIAL PARTNERS LLC $30.9M 1,180K 10.3%
YOUR ADVOCATES LTD., LLP $22.7M 868K 9.0%
KOOMAN & ASSOCIATES $24.7M 942K 8.9%
CRAVENS & CO ADVISORS, LLC $9.3M 355K 7.1%
FORUM FINANCIAL MANAGEMENT, LP $420.0M 16,036K 7.1%
PINNACLE FINANCIAL GROUP, LLC / IL $17.8M 681K 7.0%
BALLENTINE CAPITAL ADVISORS, INC $13.5M 514K 7.0%
WEALTHSTREAM ADVISORS, INC. $37.5M 1,431K 6.9%
OAKWELL PRIVATE WEALTH MANAGEMENT, LLC $24.2M 925K 6.8%
SENSIBLE MONEY, LLC $15.2M 579K 6.7%
BCR WEALTH STRATEGIES, LLC $13.5M 515K 6.3%
SWITCHPOINT FINANCIAL PLANNING, LLC $6.6M 251K 6.3%
BRIDGE GENERATIONS WEALTH MANAGEMENT LLC $9.4M 359K 6.2%
VESTMENT FINANCIAL LLC $7.9M 302K 6.0%
FINANCIAL SYMMETRY INC $8.8M 335K 6.0%
PROSPECT FINANCIAL GROUP LLC $4.7M 180K 5.8%
HILL INVESTMENT GROUP PARTNERS, LLC $42.9M 1,636K 5.7%
RW INVESTMENT MANAGEMENT LLC $47.1M 1,799K 5.7%
SYVERSON STREGE & CO $16.7M 638K 5.6%
LEADING EDGE FINANCIAL PLANNING LLC $17.0M 647K 5.6%
PARCION PRIVATE WEALTH LLC $72.4M 2,765K 5.5%
VERISAIL PARTNERS, LLC $11.6M 444K 5.5%
RATHER & KITTRELL, INC. $21.2M 811K 5.0%
PHYSICIAN WEALTH SOLUTIONS INC. $10.0M 380K 5.0%

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