DIMENSIONAL EMERGING MARKETS (DFEM) Institutional Ownership Changes & 13F Activity
DIMENSIONAL EMERGING MARKETS (DFEM). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Corient Private Wealth Llc, Jane Street Group, Llc, Curated Wealth Partners Llc, Old Mission Capital Llc, and Goldman Sachs Group Inc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Integrated Wealth Concepts Llc | Buy | +65,568 | +24.4% | 334,391 | $13.59M | Q2 2026 | Sep 09, 2026 |
| Parkside Financial Bank & Trust | Buy | +33 | +9.0% | 399 | $16.22K | Q2 2026 | Sep 04, 2026 |
| Citadel Advisors Llc | Sell | -78,481 | -62.3% | 47,480 | $1.93M | Q2 2026 | Sep 02, 2026 |
| Corient Private Wealth Llc | Sell | -4,694,778 | -66.7% | 2,340,768 | $95.13M | Q2 2026 | Aug 27, 2026 |
| Forefront Wealth Partners, Llc | Buy | +6,188 | — | 6,188 | $251.48K | Q2 2026 | Aug 20, 2026 |
| Rehmann Capital Advisory Group | Sell | -2,031 | -1.7% | 116,936 | $4.75M | Q2 2026 | Aug 20, 2026 |
| Mercer Global Advisors Inc | Buy | +29,007 | +2.8% | 1,083,236 | $44.02M | Q2 2026 | Aug 19, 2026 |
| Beacon Pointe Advisors, Llc | Buy | +32,069 | +1.8% | 1,777,623 | $72.24M | Q2 2026 | Aug 18, 2026 |
| Rb Capital Management, Llc | Buy | +12,229 | +57.3% | 33,568 | $1.36M | Q2 2026 | Aug 18, 2026 |
| Switchpoint Financial Planning, Llc | Buy | +13,187 | +5.1% | 270,393 | $10.99M | Q2 2026 | Aug 17, 2026 |
| E-Wealth Partners, Llc | Buy | +2,315 | +1.2% | 196,011 | $7.97M | Q2 2026 | Aug 17, 2026 |
| Equitable Holdings, Inc. | Buy | +721 | +4.6% | 16,392 | $666.18K | Q2 2026 | Aug 17, 2026 |
| Pure Financial Advisors, Llc | Buy | +644 | +5.5% | 12,251 | $497.88K | Q2 2026 | Aug 17, 2026 |
| Jane Street Group, Llc | Sell | -979,394 | -89.0% | 121,426 | $4.93M | Q2 2026 | Aug 14, 2026 |
| Curated Wealth Partners Llc | Buy | +514,473 | — | 514,473 | $20.91M | Q2 2026 | Aug 14, 2026 |
| Old Mission Capital Llc | Buy | +511,868 | +117.4% | 947,716 | $38.52M | Q2 2026 | Aug 14, 2026 |
| Goldman Sachs Group Inc | Buy | +343,470 | +129.5% | 608,711 | $24.74M | Q2 2026 | Aug 14, 2026 |
| Susquehanna International Group, Llp | Buy | +239,942 | +221.1% | 348,442 | $14.16M | Q2 2026 | Aug 14, 2026 |
| Vestmark Advisory Solutions, Inc. | Sell | -211,697 | -21.2% | 787,822 | $32.02M | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Buy | +161,170 | +89.4% | 341,527 | $13.88M | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +148,039 | +86.7% | 318,724 | $12.95M | Q2 2026 | Aug 14, 2026 |
| Peapack Gladstone Financial Corp | Buy | +51,381 | +7.3% | 757,737 | $30.79M | Q2 2026 | Aug 14, 2026 |
| Rockbridge Investment Management, Lcc | Buy | +44,101 | +4.7% | 985,390 | $40.05M | Q2 2026 | Aug 14, 2026 |
| Aqr Capital Management Llc | Buy | +40,376 | +30.0% | 175,132 | $7.12M | Q2 2026 | Aug 14, 2026 |
| Jones Financial Companies Lllp | Buy | +36,578 | +83.2% | 80,544 | $3.21M | Q2 2026 | Aug 14, 2026 |
| Wells Fargo & Company/Mn | Buy | +36,034 | +799.5% | 40,541 | $1.65M | Q2 2026 | Aug 14, 2026 |
| Financial Plan, Inc. | Buy | +33,713 | +4.6% | 763,903 | $31.05M | Q2 2026 | Aug 14, 2026 |
| Financial Engines Advisors L.L.C. | Buy | +31,493 | +4.8% | 685,305 | $27.85M | Q2 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Buy | +31,019 | +62.2% | 80,922 | $3.29M | Q2 2026 | Aug 14, 2026 |
| Action Point Financial Planning, Llc | Buy | +25,953 | +80.0% | 58,411 | $2.37M | Q2 2026 | Aug 14, 2026 |
Frequently asked questions about DFEM activity
Which institutional owners are buying DFEM?
Institutional owners buying DFEM include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in DFEM activity?
"Buy" means an investor increased their reported position in DFEM compared to the prior reporting period. This reflects growing exposure to DIMENSIONAL EMERGING MARKETS (DFEM) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in DFEM increasing?
Institutional interest in DFEM can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.