DIMENSIONAL EMERGING MARKETS (DFEM) Top Institutional Shareholders
DIMENSIONAL EMERGING MARKETS (DFEM) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $6.43B in DFEM holdings during the latest filing period.
Forum Financial Management, Lp is currently the largest disclosed institutional shareholder of DFEM tracked by InsiderSet, reporting ownership valued at approximately $566.77M in its March 31, 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 $671.92M, representing an estimated gain of +18.55% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 35% 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
550
Total Reported Value
$6.43B
Largest Holder
Forum Financial Management, Lp
Largest Position
$566.77M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
52
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 | 8.02% | 16,404,290 | $566,768,221 | $671,919,718 | +$105,151,497 | +18.55% | |
| Focus Partners Wealth | 0.35% | 9,014,872 | $311,797,692 | $369,249,157 | +$57,451,465 | +18.43% | |
| Focus Partners Advisor Solutions, Llc | 2.68% | 7,702,569 | $265,962,835 | $315,497,226 | +$49,534,391 | +18.62% | |
| Corient Private Wealth Llc | 0.35% | 7,035,546 | $243,052,471 | $288,175,964 | +$45,123,493 | +18.57% | |
| Sequoia Financial Advisors | 1.04% | 5,345,392 | $184,683,293 | $218,947,256 | +$34,263,963 | +18.55% | |
| Truepoint, Inc. | 4.07% | 5,286,463 | $182,647,294 | $216,533,524 | +$33,886,230 | +18.55% | |
| Savant Capital, Llc | 0.71% | 4,227,172 | $146,048,813 | $173,144,965 | +$27,096,152 | +18.55% | |
| Hbk Sorce Advisory Llc | 2.71% | 3,249,517 | $132,710,292 | $133,100,216 | +$389,924 | +0.29% | |
| Hightower Advisors, Llc | 0.12% | 3,220,182 | $111,257,301 | $131,898,655 | +$20,641,354 | +18.55% | |
| Forvis Mazars Wealth Advisors, Llc | 2.03% | 3,091,483 | $106,810,755 | $126,627,144 | +$19,816,389 | +18.55% | |
| Parcion Private Wealth Llc | 5.74% | 2,677,850 | $92,519,728 | $109,684,736 | +$17,165,008 | +18.55% | |
| Greenspring Advisors, Llc | 4.87% | 2,314,462 | $79,964,692 | $94,800,364 | +$14,835,672 | +18.55% | |
| Jmg Financial Group, Ltd. | 2.20% | 2,312,160 | $79,885,142 | $94,706,074 | +$14,820,932 | +18.55% | |
| Rockwood Wealth Management, Llc | 5.58% | 2,254,397 | $77,889,405 | $92,340,101 | +$14,450,696 | +18.55% | |
| Maseco Llp | 2.43% | 2,245,751 | $77,534,544 | $91,985,961 | +$14,451,417 | +18.64% | |
| Lpl Financial Llc | 0.02% | 2,055,130 | $71,004,745 | $84,178,125 | +$13,173,380 | +18.55% | |
| Rw Investment Management Llc | 6.60% | 1,972,853 | $68,162,088 | $80,808,059 | +$12,645,971 | +18.55% | |
| Apella Capital, Llc | 0.95% | 1,657,178 | $63,983,623 | $67,878,011 | +$3,894,388 | +6.09% | |
| Cwm, Llc | 0.17% | 1,827,269 | $63,132,129 | $74,844,938 | +$11,712,809 | +18.55% | |
| Awm Capital, Llc | 5.65% | 1,807,261 | $62,440,886 | $74,025,411 | +$11,584,525 | +18.55% | |
| Beacon Pointe Advisors, Llc | 0.32% | 1,745,554 | $60,308,894 | $71,497,892 | +$11,188,998 | +18.55% | |
| Bank Of Montreal | 0.02% | 1,737,396 | $60,027,044 | $71,163,740 | +$11,136,696 | +18.55% | |
| Envestnet Asset Management Inc | 0.01% | 1,494,924 | $51,649,616 | $61,232,087 | +$9,582,471 | +18.55% | |
| Symmetry Partners, Llc | 2.91% | 1,472,478 | $50,874,106 | $60,312,699 | +$9,438,593 | +18.55% | |
| Hill Investment Group Partners, Llc | 5.49% | 1,438,629 | $49,704,649 | $58,926,244 | +$9,221,595 | +18.55% | |
| Mariner, Llc | 0.05% | 1,343,643 | $46,422,840 | $55,035,617 | +$8,612,777 | +18.55% | |
| Enrich Financial Partners Llc | 11.66% | 1,272,479 | $43,964,163 | $52,120,740 | +$8,156,577 | +18.55% | |
| Causey Wealth Llc | 5.68% | 1,499,243 | $42,566,101 | $61,408,993 | +$18,842,892 | +44.27% | |
| Plancorp, Llc | 1.15% | 1,100,863 | $40,500,740 | $45,091,348 | +$4,590,608 | +11.33% | |
| Great Oak Capital Partners, Llc | 9.40% | 1,102,285 | $40,387,707 | $45,149,594 | +$4,761,887 | +11.79% | |
| Brighton Jones Llc | 1.64% | 1,127,131 | $38,942,374 | $46,167,286 | +$7,224,912 | +18.55% | |
| Oakwell Private Wealth Management, Llc | 6.90% | 1,119,116 | $38,665,454 | $45,838,991 | +$7,173,537 | +18.55% | |
| Phillips Financial Management, Llc | 2.78% | 1,107,968 | $38,280,296 | $45,382,369 | +$7,102,073 | +18.55% | |
| Jane Street Group, Llc | 0.04% | 1,100,820 | $38,033,331 | $45,089,587 | +$7,056,256 | +18.55% | |
| Onedigital Investment Advisors Llc | 0.37% | 1,081,245 | $37,357,005 | $44,287,795 | +$6,930,790 | +18.55% | |
| Mosaic Family Wealth Partners, Llc | 3.76% | 1,062,087 | $36,695,102 | $43,503,084 | +$6,807,982 | +18.55% | |
| Mercer Global Advisors Inc | 0.05% | 1,054,229 | $36,423,605 | $43,181,220 | +$6,757,615 | +18.55% | |
| Elser Financial Planning, Inc | 1.73% | 1,043,991 | $35,741,326 | $42,761,871 | +$7,020,545 | +19.64% | |
| Burton Enright Welch | 4.85% | 1,031,628 | $35,642,726 | $42,255,483 | +$6,612,757 | +18.55% | |
| Rather & Kittrell, Inc. | 5.49% | 1,030,428 | $35,601,291 | $42,206,331 | +$6,605,040 | +18.55% | |
| Vestmark Advisory Solutions, Inc. | 0.38% | 999,519 | $34,533,416 | $40,940,298 | +$6,406,882 | +18.55% | |
| Kooman & Associates | 10.30% | 999,510 | $34,533,084 | $40,939,930 | +$6,406,846 | +18.55% | |
| Seaside Wealth Management, Inc. | 9.38% | 965,195 | $33,347,504 | $39,534,387 | +$6,186,883 | +18.55% | |
| Rockbridge Investment Management, Lcc | 2.92% | 941,289 | $32,521,537 | $38,555,197 | +$6,033,660 | +18.55% | |
| First Financial Bank - Trust Division | 2.52% | 906,047 | $31,304,001 | $37,111,685 | +$5,807,684 | +18.55% | |
| Miramar Fiduciary Corp | 25.56% | 902,483 | $31,180,788 | $36,965,704 | +$5,784,916 | +18.55% | |
| Monograph Wealth Advisors, Llc | 2.96% | 902,335 | $31,175,667 | $36,959,642 | +$5,783,975 | +18.55% | |
| Your Advocates Ltd., Llp | 9.24% | 877,152 | $30,305,597 | $35,928,146 | +$5,622,549 | +18.55% | |
| Leading Edge Financial Planning Llc | 6.32% | 868,700 | $30,013,597 | $35,581,952 | +$5,568,355 | +18.55% | |
| Bank Of America Corp | 0.00% | 804,302 | $27,788,634 | $32,944,210 | +$5,155,576 | +18.55% |
Frequently asked questions about DFEM
Who owns the most DFEM stock?
The largest holders of DFEM are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for DIMENSIONAL EMERGING MARKETS (DFEM).
Is DFEM widely held by superinvestors?
Many widely followed stocks like DFEM appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly DFEM is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.