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Dimensional EM EX CCE ETF (DEXC)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
First Command Advisory Services, Inc.
DECREASED
Shares884,217 from 1,415,065
Change-530,848 (-38%)
Value$70.5M (-$46.4M)
Filed 2026-11-05
Brown Financial Advisory
DECREASED
Shares428,815 from 429,629
Change-814 (0%)
Value$34.2M (-$1.3M)
Filed 2026-11-05
Quadcap Wealth Management, LLC
INCREASED
Shares196,252 from 189,287
Change+6,965 (+4%)
Value$15.6M (+$1.9K)
Filed 2026-11-02
Chicago Partners Investment Group LLC
INCREASED
Shares182,633 from 159,601
Change+23,032 (+14%)
Value$13.5M (+$1.4M)
Filed 2026-10-27
Prism Advisors, Inc.
DECREASED
Shares125,648 from 137,678
Change-12,030 (-9%)
Value$10.0M (-$1.4M)
Filed 2026-10-09
Keudell ison Wealth Management
INCREASED
Shares59,459 from 50,419
Change+9,040 (+18%)
Value$4.7M (+$573.0K)
Filed 2026-10-16
Mills Wealth Advisors LLC
INCREASED
Shares58,678 from 55,643
Change+3,035 (+5%)
Value$4.7M (+$79.3K)
Filed 2026-10-22
R. W. Roge & Company, Inc.
DECREASED
Shares28,328 from 84,530
Change-56,202 (-66%)
Value$2.3M (-$4.7M)
Filed 2026-11-04
Index Fund Advisors, Inc.
INCREASED
Shares24,056 from 23,949
Change+107 (+0%)
Value$1.9M (-$61.4K)
Filed 2026-11-05
Farther Finance Advisors, LLC
DECREASED
Shares11,688 from 12,163
Change-475 (-4%)
Value$931.4K (-$73.4K)
Filed 2026-10-08
Madrid Wealth Management, LLC
DECREASED
Shares9,470 from 9,968
Change-498 (-5%)
Value$754.7K (-$68.8K)
Filed 2026-10-23
Citrine Capital LLC
UNCHANGED
Shares9,375 from 9,375
Change0 (0%)
Value$747.1K (-$27.4K)
Filed 2026-10-14
Fiduciary Financial Group, LLC
DECREASED
Shares8,835 from 10,515
Change-1,680 (-16%)
Value$704.1K (-$164.6K)
Filed 2026-10-13
CX Institutional
DECREASED
Shares7,470 from 7,615
Change-145 (-2%)
Value$595.0K (+$594.4K)
Filed 2026-10-02
Bulwark Capital Corp
DECREASED
Shares6,600 from 8,921
Change-2,321 (-26%)
Value$526.0K (-$211.0K)
Filed 2026-10-13
Kane Co Wealth Management, Inc.
DECREASED
Shares5,610 from 5,810
Change-200 (-3%)
Value$447.1K (-$32.9K)
Filed 2026-11-04
Apella Capital, LLC
NEW
Shares4,954
Change+4,954
Value$401.5K
Filed 2026-10-08
Financial Symmetry Inc
INCREASED
Shares4,740 from 4,711
Change+29 (+1%)
Value$377.7K (-$11.5K)
Filed 2026-10-06
McGrath & Associates, Inc.
INCREASED
Shares4,674 from 4,646
Change+28 (+1%)
Value$372.5K (-$11.3K)
Filed 2026-10-27
RED Lighthouse Investment Management, LLC
NEW
Shares3,966
Change+3,966
Value$316.1K
Filed 2026-11-02
Financial Security Advisor, Inc.
INCREASED
Shares3,746 from 3,723
Change+23 (+1%)
Value$298.5K (-$9.1K)
Filed 2026-11-03
Greenspring Advisors, LLC
NEW
Shares3,610
Change+3,610
Value$287.7K
Filed 2026-11-05
TCI Wealth Advisors, Inc.
UNCHANGED
Shares2,893 from 2,893
Change0 (0%)
Value$230.5K (-$8.5K)
Filed 2026-10-30
SouthState Bank Corp
DECREASED
Shares2,776 from 9,098
Change-6,322 (-69%)
Value$221.2K (-$530.4K)
Filed 2026-11-09
Ferguson Johnson Wealth Management Inc
NEW
Shares2,592
Change+2,592
Value$206.6K
Filed 2026-11-05
Root Financial Partners, LLC
DECREASED
Shares2,550 from 2,646
Change-96 (-4%)
Value$203.2K (-$15.4K)
Filed 2026-10-21
Vise Technologies, Inc.
DECREASED
Shares2,550 from 2,646
Change-96 (-4%)
Value$203.2K (-$15.4K)
Filed 2026-10-29
Highland Investment Advisors LLC
INCREASED
Shares2,522 from 2,507
Change+15 (+1%)
Value$201.0K (-$6.1K)
Filed 2026-11-09
Bank of Montreal
DECREASED
Shares2,386 from 2,408
Change-22 (-1%)
Value$190.1K (-$8.8K)
Filed 2026-11-09
DecisionPoint Financial, LLC
UNCHANGED
Shares2,285 from 2,285
Change0 (0%)
Value$182.7K (+$633)
Filed 2026-10-27
Asset Dedication, LLC
INCREASED
Shares2,102 from 2,086
Change+16 (+1%)
Value$167.5K (-$4.8K)
Filed 2026-11-03
Prudent Man Investment Management, Inc.
DECREASED
Shares1,378 from 1,475
Change-97 (-7%)
Value$109.8K (+$20.5K)
Filed 2026-11-03
CNB Bank
UNCHANGED
Shares1,059 from 1,059
Change0 (0%)
Value$84.4K (-$3.1K)
Filed 2026-11-09
Assetmark, Inc
NEW
Shares1,005
Change+1,005
Value$80.1K
Filed 2026-10-21
Cardiff Park Advisors, LLC
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$39.8K (-$1.5K)
Filed 2026-11-09
Nuveen, LLC
NEW
Shares133
Change+133
Value$10.7K
Filed 2026-11-10
Opus Financial Solutions LLC
CLOSED
Shares0 from 3,704
Change-3,704 (-100%)
Value$0 (-$306.0K)
Filed 2026-11-06
Envestnet Asset Management Inc
N/A
Shares— from 239,156
Change-239,156 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 191,547
Change-191,547 (-100%)
Value—
Hancock Whitney Corp
N/A
Shares— from 132,449
Change-132,449 (-100%)
Value—
Beta Wealth Group, Inc.
N/A
Shares— from 97,439
Change-97,439 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 90,922
Change-90,922 (-100%)
Value—
Strategic Investment Solutions, Inc.
N/A
Shares— from 64,098
Change-64,098 (-100%)
Value—
QRG Capital Management, Inc.
N/A
Shares— from 41,009
Change-41,009 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 40,251
Change-40,251 (-100%)
Value—
Applied Capital LLC
N/A
Shares— from 35,871
Change-35,871 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 35,852
Change-35,852 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 17,279
Change-17,279 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 16,037
Change-16,037 (-100%)
Value—
Hilltop Holdings Inc.
N/A
Shares— from 15,522
Change-15,522 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 13,330
Change-13,330 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 8,194
Change-8,194 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 7,047
Change-7,047 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 6,533
Change-6,533 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 5,702
Change-5,702 (-100%)
Value—
Corus Family Wealth Advisors
N/A
Shares— from 4,742
Change-4,742 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 4,118
Change-4,118 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 1,126
Change-1,126 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 1,038
Change-1,038 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 385
Change-385 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 115
Change-115 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 34
Change-34 (-100%)
Value—
Status
First Command Advisory Services, Inc.
DECREASED884,2171,415,065-530,848-38%$116.8M$70.5M-$46.4M2026-11-05
Brown Financial Advisory
DECREASED428,815429,629-8140%$35.5M$34.2M-$1.3M2026-11-05
Quadcap Wealth Management, LLC
INCREASED196,252189,287+6,965+4%$15.6M$15.6M+$1.9K2026-11-02
Chicago Partners Investment Group LLC
INCREASED182,633159,601+23,032+14%$12.1M$13.5M+$1.4M2026-10-27
Prism Advisors, Inc.
DECREASED125,648137,678-12,030-9%$11.4M$10.0M-$1.4M2026-10-09
Keudell ison Wealth Management
INCREASED59,45950,419+9,040+18%$4.2M$4.7M+$573.0K2026-10-16
Mills Wealth Advisors LLC
INCREASED58,67855,643+3,035+5%$4.6M$4.7M+$79.3K2026-10-22
R. W. Roge & Company, Inc.
DECREASED28,32884,530-56,202-66%$7.0M$2.3M-$4.7M2026-11-04
Index Fund Advisors, Inc.
INCREASED24,05623,949+107+0%$2.0M$1.9M-$61.4K2026-11-05
Farther Finance Advisors, LLC
DECREASED11,68812,163-475-4%$1.0M$931.4K-$73.4K2026-10-08
Madrid Wealth Management, LLC
DECREASED9,4709,968-498-5%$823.5K$754.7K-$68.8K2026-10-23
Citrine Capital LLC
UNCHANGED9,3759,37500%$774.5K$747.1K-$27.4K2026-10-14
Fiduciary Financial Group, LLC
DECREASED8,83510,515-1,680-16%$868.7K$704.1K-$164.6K2026-10-13
CX Institutional
DECREASED7,4707,615-145-2%$629$595.0K+$594.4K2026-10-02
Bulwark Capital Corp
DECREASED6,6008,921-2,321-26%$737.0K$526.0K-$211.0K2026-10-13
Kane Co Wealth Management, Inc.
DECREASED5,6105,810-200-3%$480.0K$447.1K-$32.9K2026-11-04
Apella Capital, LLC
NEW4,954—+4,954——$401.5K—2026-10-08
Financial Symmetry Inc
INCREASED4,7404,711+29+1%$389.2K$377.7K-$11.5K2026-10-06
McGrath & Associates, Inc.
INCREASED4,6744,646+28+1%$383.8K$372.5K-$11.3K2026-10-27
RED Lighthouse Investment Management, LLC
NEW3,966—+3,966——$316.1K—2026-11-02
Financial Security Advisor, Inc.
INCREASED3,7463,723+23+1%$307.5K$298.5K-$9.1K2026-11-03
Greenspring Advisors, LLC
NEW3,610—+3,610——$287.7K—2026-11-05
TCI Wealth Advisors, Inc.
UNCHANGED2,8932,89300%$239.0K$230.5K-$8.5K2026-10-30
SouthState Bank Corp
DECREASED2,7769,098-6,322-69%$751.6K$221.2K-$530.4K2026-11-09
Ferguson Johnson Wealth Management Inc
NEW2,592—+2,592——$206.6K—2026-11-05
Root Financial Partners, LLC
DECREASED2,5502,646-96-4%$218.6K$203.2K-$15.4K2026-10-21
Vise Technologies, Inc.
DECREASED2,5502,646-96-4%$218.6K$203.2K-$15.4K2026-10-29
Highland Investment Advisors LLC
INCREASED2,5222,507+15+1%$207.1K$201.0K-$6.1K2026-11-09
Bank of Montreal
DECREASED2,3862,408-22-1%$198.9K$190.1K-$8.8K2026-11-09
DecisionPoint Financial, LLC
UNCHANGED2,2852,28500%$182.0K$182.7K+$6332026-10-27
Asset Dedication, LLC
INCREASED2,1022,086+16+1%$172.3K$167.5K-$4.8K2026-11-03
Prudent Man Investment Management, Inc.
DECREASED1,3781,475-97-7%$89.3K$109.8K+$20.5K2026-11-03
CNB Bank
UNCHANGED1,0591,05900%$87.5K$84.4K-$3.1K2026-11-09
Assetmark, Inc
NEW1,005—+1,005——$80.1K—2026-10-21
Cardiff Park Advisors, LLC
UNCHANGED50050000%$41.3K$39.8K-$1.5K2026-11-09
Nuveen, LLC
NEW133—+133——$10.7K—2026-11-10
Opus Financial Solutions LLC
CLOSED03,704-3,704-100%$306.0K$0-$306.0K2026-11-06
Envestnet Asset Management Inc
N/A—239,156-239,156-100%$19.8M———
Susquehanna International Group, LLP
N/A—191,547-191,547-100%$15.8M———
Hancock Whitney Corp
N/A—132,449-132,449-100%$10.9M———
Beta Wealth Group, Inc.
N/A—97,439-97,439-100%$8.0M———
Goldman Sachs Group Inc
N/A—90,922-90,922-100%$7.5M———
Strategic Investment Solutions, Inc.
N/A—64,098-64,098-100%$5.3M———
QRG Capital Management, Inc.
N/A—41,009-41,009-100%$3.4M———
Jane Street Group, LLC
N/A—40,251-40,251-100%$3.3M———
Applied Capital LLC
N/A—35,871-35,871-100%$3.0M———
Mercer Global Advisors Inc
N/A—35,852-35,852-100%$3.0M———
Citadel Advisors LLC
N/A—17,279-17,279-100%$1.4M———
Flow Traders U.S. LLC
N/A—16,037-16,037-100%$1.3M———
Hilltop Holdings Inc.
N/A—15,522-15,522-100%$1.3M———
Cerity Partners LLC
N/A—13,330-13,330-100%$1.1M———
Raymond James Financial Inc
N/A—8,194-8,194-100%$676.9K———
Beacon Pointe Advisors, LLC
N/A—7,047-7,047-100%$582.2K———
Old Mission Capital LLC
N/A—6,533-6,533-100%$539.7K———
Quantinno Capital Management LP
N/A—5,702-5,702-100%$471.1K———
Corus Family Wealth Advisors
N/A—4,742-4,742-100%$391.7K———
Focus Partners Wealth
N/A—4,118-4,118-100%$340.2K———
Northwestern Mutual Wealth Management Co
N/A—1,126-1,126-100%$93.0K———
Wells Fargo & Company
N/A—1,038-1,038-100%$85.8K———
Morgan Stanley
N/A—385-385-100%$31.8K———
Global Retirement Partners, LLC
N/A—115-115-100%$9.5K———
O'shaughnessy Asset Management, LLC
N/A—34-34-100%$2.8K———
Showing 62 of 62 institutions