DFEM Institutional Ownership & Shareholders
DIMENSIONAL EMERGING MARKETS (DFEM) is currently held by 597 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $7.71B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Forum Financial Management, Lp is currently the largest disclosed institutional shareholder of DFEM tracked by InsiderSet, reporting ownership valued at approximately $631.79M in its September 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $579.62M, representing an estimated loss of -8.26% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 32% of the total disclosed DFEM value among the investors covered in this analysis. Major shareholders include Forum Financial Management, Lp, Focus Partners Wealth, Focus Partners Advisor Solutions, Llc, and several other long-term asset managers with concentrated positions in DIMENSIONAL EMERGING MARKETS (DFEM).
This page ranks the largest institutional DFEM shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
597
Total Reported Value
$7.71B
Largest Holder
Forum Financial Management, Lp
Largest Position
$631.79M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
15
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Forum Financial Management, Lp | 8.21% | 15,906,068 | $631,789,010 | $579,617,118 | -$52,171,892 | -8.26% | |
| Focus Partners Wealth | 0.41% | 9,899,602 | $402,319,894 | $360,741,497 | -$41,578,397 | -10.33% | |
| Focus Partners Advisor Solutions, Llc | 3.04% | 8,824,359 | $358,618,721 | $321,559,642 | -$37,059,079 | -10.33% | |
| Sequoia Financial Advisors | 1.08% | 5,299,151 | $215,357,483 | $193,101,062 | -$22,256,421 | -10.33% | |
| Truepoint, Inc. | 4.21% | 4,964,110 | $201,741,428 | $180,892,168 | -$20,849,260 | -10.33% | |
| Savant Capital, Llc | 0.52% | 4,375,866 | $177,835,214 | $159,456,557 | -$18,378,657 | -10.33% | |
| Hbk Sorce Advisory Llc | 2.56% | 3,354,929 | $131,211,254 | $122,253,613 | -$8,957,641 | -6.83% | |
| Forvis Mazars Wealth Advisors, Llc | 2.14% | 3,286,554 | $130,541,907 | $119,762,028 | -$10,779,879 | -8.26% | |
| Parcion Private Wealth Llc | 5.52% | 2,569,334 | $102,053,939 | $93,626,531 | -$8,427,408 | -8.26% | |
| Asset Dedication, Llc | 6.30% | 2,462,535 | $100,077,412 | $89,734,775 | -$10,342,637 | -10.33% | |
| Corient Private Wealth Llc | 0.13% | 2,340,768 | $95,128,887 | $85,297,586 | -$9,831,301 | -10.33% | |
| Jmg Financial Group, Ltd. | 2.29% | 2,333,403 | $94,829,493 | $85,029,205 | -$9,800,288 | -10.33% | |
| Maseco Llp | 2.55% | 2,346,527 | $93,133,666 | $85,507,444 | -$7,626,222 | -8.19% | |
| Greenspring Advisors, Llc | 5.12% | 2,275,109 | $92,460,460 | $82,904,972 | -$9,555,488 | -10.33% | |
| Lpl Financial Llc | 0.02% | 2,265,466 | $92,068,533 | $82,553,581 | -$9,514,952 | -10.33% | |
| Rockwood Wealth Management, Llc | 5.05% | 2,117,632 | $84,112,332 | $77,166,510 | -$6,945,822 | -8.26% | |
| Awm Capital, Llc | 5.68% | 2,033,644 | $80,776,360 | $74,105,987 | -$6,670,373 | -8.26% | |
| Rw Investment Management Llc | 6.97% | 1,953,688 | $79,397,863 | $71,192,391 | -$8,205,472 | -10.33% | |
| Apella Capital, Llc | 0.96% | 1,879,918 | $75,572,695 | $68,504,212 | -$7,068,483 | -9.35% | |
| Bank Of Montreal | 0.03% | 1,792,948 | $72,865,393 | $65,335,025 | -$7,530,368 | -10.33% | |
| Beacon Pointe Advisors, Llc | 0.34% | 1,777,623 | $72,242,618 | $64,776,582 | -$7,466,036 | -10.33% | |
| Sageworth Trust Co | 2.68% | 1,790,199 | $71,106,723 | $65,234,852 | -$5,871,871 | -8.26% | |
| Cwm, Llc | 0.17% | 1,827,269 | $63,132,129 | $66,585,682 | +$3,453,553 | +5.47% | |
| Mariner, Llc | 0.06% | 1,476,229 | $59,982,066 | $53,793,785 | -$6,188,281 | -10.32% | |
| Envestnet Asset Management Inc | 0.01% | 1,467,866 | $59,654,069 | $53,489,037 | -$6,165,032 | -10.33% | |
| Symmetry Partners, Llc | 3.01% | 1,481,694 | $58,852,865 | $53,992,929 | -$4,859,936 | -8.26% | |
| Hill Investment Group Partners, Llc | 5.76% | 1,389,339 | $56,462,736 | $50,627,513 | -$5,835,223 | -10.33% | |
| Enrich Financial Partners Llc | 11.45% | 1,198,624 | $47,609,332 | $43,677,859 | -$3,931,473 | -8.26% | |
| Brighton Jones Llc | 0.88% | 1,160,159 | $47,148,853 | $42,276,194 | -$4,872,659 | -10.33% | |
| Plancorp, Llc | 1.12% | 1,191,181 | $46,039,142 | $43,406,636 | -$2,632,506 | -5.72% | |
| Mosaic Family Wealth Partners, Llc | 3.08% | 1,118,058 | $45,434,199 | $40,742,034 | -$4,692,165 | -10.33% | |
| Onedigital Investment Advisors Llc | 0.38% | 1,114,346 | $45,287,002 | $40,606,768 | -$4,680,234 | -10.33% | |
| Mercer Global Advisors Inc | 0.05% | 1,083,236 | $44,022,709 | $39,473,120 | -$4,549,589 | -10.33% | |
| Burton Enright Welch | 5.12% | 1,073,188 | $43,614,372 | $39,106,971 | -$4,507,401 | -10.33% | |
| Elser Financial Planning, Inc | 1.86% | 1,070,275 | $42,511,321 | $39,000,821 | -$3,510,500 | -8.26% | |
| Oakwell Private Wealth Management, Llc | 6.99% | 1,036,887 | $42,139,071 | $37,784,162 | -$4,354,909 | -10.33% | |
| Great Oak Capital Partners, Llc | 9.09% | 1,087,715 | $42,040,194 | $39,636,335 | -$2,403,859 | -5.72% | |
| Phillips Financial Management, Llc | 3.19% | 1,048,796 | $41,658,212 | $38,218,126 | -$3,440,086 | -8.26% | |
| Rather & Kittrell, Inc. | 5.80% | 1,021,198 | $41,501,507 | $37,212,455 | -$4,289,052 | -10.33% | |
| Rockbridge Investment Management, Lcc | 3.25% | 985,390 | $40,046,269 | $35,907,612 | -$4,138,657 | -10.33% | |
| Seaside Wealth Management, Inc. | 9.62% | 957,955 | $38,931,316 | $34,907,880 | -$4,023,436 | -10.33% | |
| Northern Trust Corp | 0.00% | 953,835 | $38,763,855 | $34,757,747 | -$4,006,108 | -10.33% | |
| Kooman & Associates | 10.33% | 974,962 | $38,725,510 | $35,527,615 | -$3,197,895 | -8.26% | |
| Old Mission Capital Llc | 0.98% | 947,716 | $38,515,178 | $34,534,771 | -$3,980,407 | -10.33% | |
| Betterment Llc | 0.06% | 933,438 | $37,935,000 | $34,014,481 | -$3,920,519 | -10.33% | |
| Leading Edge Financial Planning Llc | 7.78% | 945,202 | $37,543,422 | $34,443,161 | -$3,100,261 | -8.26% | |
| Monograph Wealth Advisors, Llc | 3.04% | 912,431 | $37,081,211 | $33,248,986 | -$3,832,225 | -10.33% | |
| Choreo, Llc | 0.36% | 884,580 | $35,135,516 | $32,234,095 | -$2,901,421 | -8.26% | |
| Your Advocates Ltd., Llp | 9.73% | 837,466 | $34,034,599 | $30,517,261 | -$3,517,338 | -10.33% | |
| First Financial Bank - Trust Division | 2.37% | 826,431 | $32,825,859 | $30,115,146 | -$2,710,713 | -8.26% |
Frequently asked questions about DFEM
Who are the largest institutional holders of DFEM?
The largest institutional holders of DFEM reported in the latest SEC Form 13F filings include Forum Financial Management, Lp, Focus Partners Wealth, Focus Partners Advisor Solutions, Llc, Sequoia Financial Advisors, and Truepoint, Inc.. InsiderSet ranks institutional holders by their latest reported DFEM position.
What is DFEM institutional ownership?
This page tracks DFEM positions reported by institutional investment managers through SEC Form 13F. DIMENSIONAL EMERGING MARKETS (DFEM) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own DFEM?
InsiderSet currently tracks 597 institutional managers reporting DFEM holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of DFEM shareholders.
How much DFEM stock do institutions own?
Institutional investment managers disclosed approximately $7.71B in DFEM holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was DFEM institutional ownership last updated?
The latest DFEM institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional DFEM holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its DFEM position after the reporting date.
Are institutions buying or selling DFEM?
Institutional buying and selling can be analyzed by comparing DFEM positions across consecutive 13F reporting periods. InsiderSet's DFEM Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View DFEM ownership changes.
How has DFEM institutional ownership changed over time?
InsiderSet tracks DFEM institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.