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 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent institutional filing receipts

Dimensional Emerging Markets Core Equity 2 ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
Corient Private Wealth LP
Report period
2026-06-30
Available
2026-08-28
Reported shares
2,340,768
Value (USD)
$95,128,887
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0001948780-26-000011
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read DFEM fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read DFEM fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

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

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No records are available for this view.

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

Recent institutional filing receipts

See the complete 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.

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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.

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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.

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