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.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Integrated Wealth Concepts LlcBuy+65,568+24.4%334,391$13.59MQ2 2026Sep 09, 2026
Parkside Financial Bank & TrustBuy+33+9.0%399$16.22KQ2 2026Sep 04, 2026
Citadel Advisors LlcSell-78,481-62.3%47,480$1.93MQ2 2026Sep 02, 2026
Corient Private Wealth LlcSell-4,694,778-66.7%2,340,768$95.13MQ2 2026Aug 27, 2026
Forefront Wealth Partners, LlcBuy+6,1886,188$251.48KQ2 2026Aug 20, 2026
Rehmann Capital Advisory GroupSell-2,031-1.7%116,936$4.75MQ2 2026Aug 20, 2026
Mercer Global Advisors IncBuy+29,007+2.8%1,083,236$44.02MQ2 2026Aug 19, 2026
Beacon Pointe Advisors, LlcBuy+32,069+1.8%1,777,623$72.24MQ2 2026Aug 18, 2026
Rb Capital Management, LlcBuy+12,229+57.3%33,568$1.36MQ2 2026Aug 18, 2026
Switchpoint Financial Planning, LlcBuy+13,187+5.1%270,393$10.99MQ2 2026Aug 17, 2026
E-Wealth Partners, LlcBuy+2,315+1.2%196,011$7.97MQ2 2026Aug 17, 2026
Equitable Holdings, Inc.Buy+721+4.6%16,392$666.18KQ2 2026Aug 17, 2026
Pure Financial Advisors, LlcBuy+644+5.5%12,251$497.88KQ2 2026Aug 17, 2026
Jane Street Group, LlcSell-979,394-89.0%121,426$4.93MQ2 2026Aug 14, 2026
Curated Wealth Partners LlcBuy+514,473514,473$20.91MQ2 2026Aug 14, 2026
Old Mission Capital LlcBuy+511,868+117.4%947,716$38.52MQ2 2026Aug 14, 2026
Goldman Sachs Group IncBuy+343,470+129.5%608,711$24.74MQ2 2026Aug 14, 2026
Susquehanna International Group, LlpBuy+239,942+221.1%348,442$14.16MQ2 2026Aug 14, 2026
Vestmark Advisory Solutions, Inc.Sell-211,697-21.2%787,822$32.02MQ2 2026Aug 14, 2026
Raymond James Financial IncBuy+161,170+89.4%341,527$13.88MQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+148,039+86.7%318,724$12.95MQ2 2026Aug 14, 2026
Peapack Gladstone Financial CorpBuy+51,381+7.3%757,737$30.79MQ2 2026Aug 14, 2026
Rockbridge Investment Management, LccBuy+44,101+4.7%985,390$40.05MQ2 2026Aug 14, 2026
Aqr Capital Management LlcBuy+40,376+30.0%175,132$7.12MQ2 2026Aug 14, 2026
Jones Financial Companies LllpBuy+36,578+83.2%80,544$3.21MQ2 2026Aug 14, 2026
Wells Fargo & Company/MnBuy+36,034+799.5%40,541$1.65MQ2 2026Aug 14, 2026
Financial Plan, Inc.Buy+33,713+4.6%763,903$31.05MQ2 2026Aug 14, 2026
Financial Engines Advisors L.L.C.Buy+31,493+4.8%685,305$27.85MQ2 2026Aug 14, 2026
Royal Bank Of CanadaBuy+31,019+62.2%80,922$3.29MQ2 2026Aug 14, 2026
Action Point Financial Planning, LlcBuy+25,953+80.0%58,411$2.37MQ2 2026Aug 14, 2026
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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.