Who Owns DFA DIMENSIONAL EMERGING MARKET (DFEM)? -- Institutional Holders (2026-06-30)

613 institutions reported holding $7.94B of DFA DIMENSIONAL EMERGING MARKET (DFEM) in SEC 13F filings for 2026-06-30. Largest institutional holders: Forum Financial Management, LP ($640.8M), Focus Partners Wealth ($402.3M), Focus Partners Advisor Solutions, LLC ($358.6M), Sequoia Financial Advisors, LLC ($215.4M), Truepoint, Inc. ($201.7M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	Forum Financial Management, LP	$640.8M	15.8M	Trimmed
2	Focus Partners Wealth	$402.3M	9.9M	Added
3	Focus Partners Advisor Solutions, LLC	$358.6M	8.8M	Added
4	Sequoia Financial Advisors, LLC	$215.4M	5.3M	Trimmed
5	Truepoint, Inc.	$201.7M	5.0M	Trimmed
6	Savant Capital, LLC	$177.8M	4.4M	Added
7	HBK Sorce Advisory LLC	$131.2M	3.4M	Added
8	Forvis Mazars Wealth Advisors, LLC	$130.5M	3.2M	Added
9	HighTower Advisors, LLC	$129.7M	3.2M	Trimmed
10	Parcion Private Wealth LLC	$105.8M	2.6M	Trimmed
11	Asset Dedication, LLC	$100.1M	2.5M	Trimmed
12	Corient Private Wealth LLC	$95.1M	2.3M	Trimmed
13	JMG Financial Group, Ltd.	$94.8M	2.3M	Added
14	MASECO LLP	$93.8M	2.3M	Added
15	Evensky & Katz LLC	$92.9M	2.3M	Trimmed
16	Greenspring Advisors, LLC	$92.5M	2.3M	Trimmed
17	LPL Financial LLC	$92.1M	2.3M	Added
18	Rockwood Wealth Management, LLC	$87.7M	2.2M	Trimmed
19	RW Investment Management LLC	$79.4M	2.0M	Trimmed
20	AWM CAPITAL, LLC	$77.5M	1.9M	Added
21	BANK OF MONTREAL /CAN/	$72.9M	1.8M	Added
22	Beacon Pointe Advisors, LLC	$72.2M	1.8M	Added
23	Apella Capital, LLC	$65.3M	1.7M	Added
24	Sageworth Trust Co	$64.0M	1.6M	Trimmed
25	Symmetry Partners, LLC	$60.5M	1.5M	Added

来源：SEC 13F 申报文件 · 截至 2026-06-30