Explore more topics
Public ownership evidence

Dimensional Emerging Markets Core Equity 2 ETF (DFEM) Ownership Disclosures

Read DFEM insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-11-07T14:03:26.246Z

Jump to a section

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

Show the table · 0 rows, 6 columns

Scroll sideways to compare all columns. Select a heading to sort.

No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

Show the table · 50 rows, 6 columns

Scroll sideways to compare all columns. Select a heading to sort.

Corient Private Wealth LP2026-06-302026-08-282,340,768$95,128,887None
Schulz Wealth, LTD.2026-06-302026-08-2711,762$478,008None
Forefront Wealth Partners, LLC2026-06-302026-08-216,188$251,480None
Rehmann Capital Advisory Group2026-06-302026-08-21116,936$4,752,308None
Archer Investment Corp2026-06-302026-08-20140$5,690None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-201,083,236$44,022,709None
Beacon Pointe Advisors, LLC2026-06-302026-08-191,777,623$72,242,618None
RB Capital Management, LLC2026-06-302026-08-1933,568$1,364,189None
E-Wealth Partners, LLC2026-06-302026-08-18196,011$7,965,883None
SwitchPoint Financial Planning, LLC2026-06-302026-08-18270,393$10,988,776None
Corient Private Wealth LP2026-06-302026-08-182,341,339$95,152,053None
Pure Financial Advisors, LLC2026-06-302026-08-1812,251$497,880None
Nalls Sherbakoff Group, LLC2026-06-302026-08-1859,329$2,411,147None
Nalls Sherbakoff Group, LLC2026-03-312026-08-1861,857$2,137,143None
Equitable Holdings, Inc.2026-06-302026-08-1816,392$666,183None
Forum Finance Group S.A.2026-06-302026-08-152,669$88,000None
Financial Plan, Inc.2026-06-302026-08-15763,903$31,045,032None
Modern Wealth Management, LLC2026-06-302026-08-15147,831$6,007,836None
Vantage Point Financial LLC2026-06-302026-08-15174,184$7,078,845None
Advyzon Investment Management, LLC2026-06-302026-08-15338$13,735None
Advyzon Investment Management, LLC2026-06-302026-08-154,688$190,531None
Mission Hills Financial Advisory, LLC2026-06-302026-08-1525,499$1,036,292None
Empire Financial Management Company, LLC2026-06-302026-08-1543,219$1,756,445None
Daner Wealth Management, LLC2026-06-302026-08-1527,930$1,114,128None
VANCE WEALTH, LLC2026-06-302026-08-154,976$202,225None
Lifeworks Advisors, LLC2026-06-302026-08-1510,547$428,630None
Woodward Financial Advisors, Inc.2026-06-302026-08-15563,555$22,902,875None
ENTREWEALTH, LLC2026-06-302026-08-1548,677$1,896,470None
Babb Wealth Advisors LLC2026-06-302026-08-156,993$284,196None
MONOGRAPH WEALTH ADVISORS, LLC2026-06-302026-08-15912,431$37,081,211None
Foundations Investment Advisors, LLC2026-06-302026-08-15309,981$12,597,609None
IFG Advisory, LLC2026-06-302026-08-152,299$93,432None
OSAIC HOLDINGS, INC.2026-06-302026-08-1577,912$3,166,338None
OSAIC HOLDINGS, INC.2026-06-302026-08-1518,255$741,876None
OSAIC HOLDINGS, INC.2026-06-302026-08-15222,557$9,046,660None
Betterment LLC2026-06-302026-08-15933,438$37,935,000None
JANE STREET GROUP, LLC2026-06-302026-08-15121,426$4,934,753None
Orion Porfolio Solutions, LLC2026-06-302026-08-15219,704$8,928,782None
OLD MISSION CAPITAL LLC2026-06-302026-08-15947,716$38,515,178None
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-15348,442$14,160,683None
Medallion Wealth Advisors, LLC2026-06-302026-08-15504$20,485None
Xcelsior Advisor Partners LLC2026-06-302026-08-1513,725$557,800None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15160$6,502None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-152,583$104,973None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-1514,681$596,636None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-1577$3,089None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-155,693$231,364None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15221$8,981None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-155,700$231,648None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-154,324$175,727None

90-day public filing window, up to 50 source positions.

Corient Private Wealth LP ↗Schulz Wealth, LTD. ↗Forefront Wealth Partners, LLC ↗Rehmann Capital Advisory Group ↗Archer Investment Corp ↗MERCER GLOBAL ADVISORS INC /ADV ↗Beacon Pointe Advisors, LLC ↗RB Capital Management, LLC ↗E-Wealth Partners, LLC ↗SwitchPoint Financial Planning, LLC ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

Show the table · 0 rows, 5 columns

Scroll sideways to compare all columns. Select a heading to sort.

No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.