Institutional Ownership Dimensional ETF Tr Emerging Mk (DFEV)
This table provides information about the institutional ownership of Dimensional ETF Tr Emerging Mk (DFEV). We have compiled data on the 149 institutions that hold shares in the stock, with a total of 16.6 Million shares, which have been reported (via 13F filing form) to have a value of $451 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Asset Dedication, LLC
|
Aug 06, 2024 Q2 2024 |
2,291,293
shares
|
$62.1 Million
4.42% of portfolio
|
Q2 2024
Added 5.98%
|
|
|
Ritholtz Wealth Management
|
Jul 31, 2024 Q2 2024 |
932,288
shares
|
$25.3 Million
0.85% of portfolio
|
Q2 2024
Added 0.88%
|
|
|
True Wealth Design, LLC
Akron, OH |
Aug 14, 2024 Q2 2024 |
767,004
shares
|
$20.8 Million
5.21% of portfolio
|
Q2 2024
Reduced 0.03%
|
|
|
Marquette Asset Management, LLC
|
Aug 14, 2024 Q2 2024 |
631,117
shares
|
$17.1 Million
2.96% of portfolio
|
Q2 2024
Added 1.74%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 12, 2024 Q2 2024 |
593,343
shares
|
$16.1 Million
0.2% of portfolio
|
Q2 2024
Added 3.6%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Jul 19, 2024 Q2 2024 |
483,273
shares
|
$13.1 Million
0.02% of portfolio
|
Q2 2024
Added 11.51%
|
|
|
Sensible Money, LLC
Scottsdale, AZ |
Jun 25, 2024 Q1 2024 |
470,788
shares
|
$12.8 Million
6.57% of portfolio
|
Q1 2024
Added 13.32%
|
|
|
Janney Montgomery Scott LLC
|
Jul 25, 2024 Q2 2024 |
465,973
shares
|
$12.6 Million
0.04% of portfolio
|
Q2 2024
Added 1.09%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Aug 13, 2024 Q2 2024 |
420,296
shares
|
$11.4 Million
0.99% of portfolio
|
Q2 2024
Reduced 0.16%
|
|
|
Evanson Asset Management, LLC
|
Jul 12, 2024 Q2 2024 |
408,022
shares
|
$11.1 Million
0.89% of portfolio
|
Q2 2024
Added 8.06%
|
|
|
Family Investment Center, Inc.
Saint Joseph, MO |
Jul 19, 2024 Q2 2024 |
385,689
shares
|
$10.5 Million
3.26% of portfolio
|
Q2 2024
Added 447.93%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
383,108
shares
|
$10.4 Million
0.01% of portfolio
|
Q2 2024
Reduced 3.77%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Aug 12, 2024 Q2 2024 |
371,608
shares
|
$10.1 Million
0.39% of portfolio
|
Q2 2024
Added 6.73%
|
|
|
Opes Wealth Management LLC
Menlo Park, CA |
Aug 05, 2024 Q2 2024 |
326,356
shares
|
$8.85 Million
1.89% of portfolio
|
Q2 2024
Reduced 0.75%
|
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Aug 14, 2024 Q2 2024 |
281,377
shares
|
$7.63 Million
0.88% of portfolio
|
Q2 2024
Added 4.41%
|
|
|
Aveo Capital Partners, LLC
|
Aug 02, 2024 Q2 2024 |
271,569
shares
|
$7.36 Million
0.89% of portfolio
|
Q2 2024
Added 1.12%
|
|
|
Savant Capital, LLC
|
Aug 05, 2024 Q2 2024 |
251,786
shares
|
$6.83 Million
0.07% of portfolio
|
Q2 2024
Added 157.67%
|
|
|
Financial Architects, LLC
Woodstock, GA |
Jul 16, 2024 Q2 2024 |
239,090
shares
|
$6.48 Million
4.47% of portfolio
|
Q2 2024
Added 2.01%
|
|
|
Blume Capital Management, Inc.
Berkeley, CA |
Aug 05, 2024 Q2 2024 |
231,214
shares
|
$6.27 Million
1.57% of portfolio
|
Q2 2024
Added 0.13%
|
|
|
Index Fund Advisors, Inc.
|
Aug 02, 2024 Q2 2024 |
229,878
shares
|
$6.23 Million
0.37% of portfolio
|
Q2 2024
Added 30.39%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jul 30, 2024 Q2 2024 |
213,802
shares
|
$5.8 Million
1.02% of portfolio
|
Q2 2024
Added 1.0%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2024 Q2 2024 |
210,329
shares
|
$5.7 Million
0.11% of portfolio
|
Q2 2024
New holding
|
|
|
Retirement Solution Inc.
|
Jul 25, 2024 Q2 2024 |
209,896
shares
|
$5.69 Million
4.06% of portfolio
|
Q2 2024
Added 100.8%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Aug 13, 2024 Q2 2024 |
196,186
shares
|
$5.32 Million
0.18% of portfolio
|
Q2 2024
Added 20.72%
|
|
|
Ae Wealth Management LLC
|
Aug 12, 2024 Q2 2024 |
195,928
shares
|
$5.31 Million
0.06% of portfolio
|
Q2 2024
Added 6.6%
|