DFEM · Insider trading · 13F holders · Congress trades
Dimensional ETF Trust (DFEM)
Who is buying and selling DFEM: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 303
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 0
DFEM at a glance
- No open-market insider purchases or sales of DFEM were filed in the last 90 days.
- 303 13F filers hold DFEM among their 50 largest positions, worth $6.5B combined. The biggest bets by portfolio weight are Capstone Capital LLC (11.6%), EnRich Financial Partners LLC (11.5%) and New Dimensions Wealth Management, LLC (10.5%). In their latest 13Fs, 1 manager opened a new position and 78 added to one.
- No member of Congress has disclosed a trade in DFEM.
DFEM insider trading
No open-market insider purchases or sales of DFEM were filed in the last 90 days.
Who owns DFEM? Hedge funds and superinvestors
303 13F filers hold DFEM among their 50 largest positions, worth $6.5B combined. The biggest bets by portfolio weight are Capstone Capital LLC (11.6%), EnRich Financial Partners LLC (11.5%) and New Dimensions Wealth Management, LLC (10.5%). In their latest 13Fs, 1 manager opened a new position and 78 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| Forum Financial Management, LPWealth manager | 8.2% | $631.8M | 15,906,068 | +0.9% shares | Q3 2026 |
| Focus Partners WealthWealth manager | 0.4% | $402.3M | 9,899,602 | — | Q2 2026 |
| Focus Partners Advisor Solutions, LLCInvestment manager | 3.0% | $358.6M | 8,824,359 | +14.6% shares | Q2 2026 |
| Sequoia Financial Advisors, LLCWealth manager | 1.1% | $215.4M | 5,299,151 | -0.9% shares | Q2 2026 |
| Truepoint, Inc.Wealth manager | 4.2% | $201.7M | 4,964,110 | -6.1% shares | Q2 2026 |
| Savant Capital, LLCWealth manager | 0.5% | $177.8M | 4,375,866 | +3.5% shares | Q2 2026 |
| HBK Sorce Advisory LLCWealth manager | 2.6% | $131.2M | 3,354,929 | +3.2% shares | Q2 2026 |
| Forvis Mazars Wealth Advisors, LLCWealth manager | 2.1% | $130.5M | 3,286,554 | +2.4% shares | Q3 2026 |
| Parcion Private Wealth LLCWealth manager | 5.5% | $102.1M | 2,569,334 | -1.3% shares | Q3 2026 |
| Asset Dedication, LLCWealth manager | 6.3% | $100.1M | 2,462,535 | -0.9% shares | Q2 2026 |
| JMG Financial Group, Ltd.Wealth manager | 2.3% | $94.8M | 2,333,403 | +0.9% shares | Q2 2026 |
| Maseco LLPWealth manager | 2.5% | $93.1M | 2,346,527 | +1.7% shares | Q3 2026 |
| Greenspring Advisors, LLCWealth manager | 5.1% | $92.5M | 2,275,109 | -1.7% shares | Q2 2026 |
| Evensky & Katz LLCWealth manager | 4.8% | $91.4M | 2,301,615 | +0.7% shares | Q3 2026 |
| Rockwood Wealth Management, LLCWealth manager | 5.1% | $84.1M | 2,117,632 | -1.8% shares | Q3 2026 |
| Awm Capital, LLCWealth manager | 5.7% | $80.8M | 2,033,644 | +6.6% shares | Q3 2026 |
| RW Investment Management LLCWealth manager | 7.0% | $79.4M | 1,953,688 | -1.0% shares | Q2 2026 |
| Apella Capital, LLCWealth manager | 1.0% | $75.6M | 1,879,918 | +12.8% shares | Q3 2026 |
| Sageworth Trust CoBank & trust | 2.5% | $64.0M | 1,575,383 | -4.5% shares | Q2 2026 |
| Symmetry Partners, LLCWealth manager | 3.0% | $58.9M | 1,481,694 | -0.4% shares | Q3 2026 |
| Hill Investment Group Partners, LLCWealth manager | 5.8% | $56.5M | 1,389,339 | -3.4% shares | Q2 2026 |
| EnRich Financial Partners LLCWealth manager | 11.5% | $47.6M | 1,198,624 | -0.2% shares | Q3 2026 |
| Brighton Jones LLCWealth manager | 0.9% | $47.1M | 1,160,159 | +2.9% shares | Q2 2026 |
| Plancorp, LLCWealth manager | 1.1% | $46.0M | 1,191,181 | +8.2% shares | Q2 2026 |
| Mosaic Family Wealth Partners, LLCWealth manager | 3.1% | $45.4M | 1,118,058 | +5.3% shares | Q2 2026 |
| Burton Enright WelchWealth manager | 5.1% | $43.6M | 1,073,188 | +4.0% shares | Q2 2026 |
| Elser Financial Planning, IncWealth manager | 1.9% | $42.5M | 1,070,275 | +3.1% shares | Q3 2026 |
| Oakwell Private Wealth Management, LLCWealth manager | 7.0% | $42.1M | 1,036,887 | -7.3% shares | Q2 2026 |
| Great Oak Capital Partners, LLCWealth manager | 9.1% | $42.0M | 1,087,715 | -1.3% shares | Q2 2026 |
| Phillips Financial Management, LLCWealth manager | 3.2% | $41.7M | 1,048,796 | +1.8% shares | Q3 2026 |
The 30 largest of 303 positions, by value. Each manager counts with its latest 13F (Q3 2026: 160, Q2 2026: 140, Q1 2026: 3). Screen DFEM in the grand portfolio →
DFEM stock trades by members of Congress
No member of Congress has disclosed a trade in DFEM.
DFEM questions and answers
Are insiders buying DFEM stock?
No open-market insider purchases or sales of DFEM were filed in the last 90 days.
Which hedge funds own DFEM?
303 13F filers hold DFEM among their 50 largest positions, worth $6.5B combined. The biggest bets by portfolio weight are Capstone Capital LLC (11.6%), EnRich Financial Partners LLC (11.5%) and New Dimensions Wealth Management, LLC (10.5%). In their latest 13Fs, 1 manager opened a new position and 78 added to one.
Has Congress traded DFEM?
No member of Congress has disclosed a trade in DFEM.
Who is the largest holder of DFEM?
Among 13F filers, Forum Financial Management, LP reports the largest DFEM position, $631.8M (15,906,068 shares) in its Q3 2026 13F. The biggest bet by portfolio weight is Capstone Capital LLC's: 11.6% of its portfolio.
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