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 156 institutions that hold shares in the stock, with a total of 17.9 Million shares, which have been reported (via 13F filing form) to have a value of $506 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Asset Dedication, LLC
|
Oct 15, 2024 Q3 2024 |
2,386,158
shares
|
$67.6 Million
4.64% of portfolio
|
Q3 2024
Added 4.14%
|
|
|
Ritholtz Wealth Management
|
Oct 10, 2024 Q3 2024 |
965,240
shares
|
$27.3 Million
0.84% of portfolio
|
Q3 2024
Added 3.53%
|
|
|
True Wealth Design, LLC
Akron, OH |
Aug 14, 2024 Q2 2024 |
767,004
shares
|
$21.7 Million
5.21% of portfolio
|
Q2 2024
Reduced 0.03%
|
|
|
Marquette Asset Management, LLC
|
Oct 08, 2024 Q3 2024 |
637,053
shares
|
$18 Million
2.88% of portfolio
|
Q3 2024
Added 0.94%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
611,911
shares
|
$17.3 Million
0.02% of portfolio
|
Q3 2024
Added 26.62%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 12, 2024 Q2 2024 |
593,343
shares
|
$16.8 Million
0.2% of portfolio
|
Q2 2024
Added 3.6%
|
|
|
Sensible Money, LLC
Scottsdale, AZ |
Oct 16, 2024 Q3 2024 |
582,486
shares
|
$16.5 Million
7.24% of portfolio
|
Q3 2024
Added 5.14%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
468,382
shares
|
$13.3 Million
0.04% of portfolio
|
Q3 2024
Added 0.52%
|
|
|
Evanson Asset Management, LLC
|
Oct 07, 2024 Q3 2024 |
436,902
shares
|
$12.4 Million
0.92% of portfolio
|
Q3 2024
Added 7.08%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Aug 13, 2024 Q2 2024 |
420,296
shares
|
$11.9 Million
0.99% of portfolio
|
Q2 2024
Reduced 0.16%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Oct 31, 2024 Q3 2024 |
415,253
shares
|
$11.8 Million
0.43% of portfolio
|
Q3 2024
Added 11.74%
|
|
|
Family Investment Center, Inc.
Saint Joseph, MO |
Oct 24, 2024 Q3 2024 |
399,608
shares
|
$11.3 Million
3.14% of portfolio
|
Q3 2024
Added 3.61%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
383,108
shares
|
$10.9 Million
0.01% of portfolio
|
Q2 2024
Reduced 3.77%
|
|
|
Opes Wealth Management LLC
Menlo Park, CA |
Oct 29, 2024 Q3 2024 |
325,634
shares
|
$9.23 Million
1.8% of portfolio
|
Q3 2024
Reduced 0.22%
|
|
|
Index Fund Advisors, Inc.
|
Oct 22, 2024 Q3 2024 |
285,127
shares
|
$8.08 Million
0.44% of portfolio
|
Q3 2024
Added 24.03%
|
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Aug 14, 2024 Q2 2024 |
281,377
shares
|
$7.97 Million
0.88% of portfolio
|
Q2 2024
Added 4.41%
|
|
|
Aveo Capital Partners, LLC
|
Aug 02, 2024 Q2 2024 |
271,569
shares
|
$7.69 Million
0.89% of portfolio
|
Q2 2024
Added 1.12%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 31, 2024 Q3 2024 |
270,486
shares
|
$7.66 Million
1.23% of portfolio
|
Q3 2024
Added 86.81%
|
|
|
Financial Architects, LLC
Woodstock, GA |
Oct 23, 2024 Q3 2024 |
239,215
shares
|
$6.78 Million
4.39% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Blume Capital Management, Inc.
Berkeley, CA |
Oct 28, 2024 Q3 2024 |
234,834
shares
|
$6.65 Million
1.55% of portfolio
|
Q3 2024
Added 1.57%
|
|
|
Savant Capital, LLC
|
Nov 04, 2024 Q3 2024 |
234,276
shares
|
$6.64 Million
0.06% of portfolio
|
Q3 2024
Reduced 6.95%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Oct 16, 2024 Q3 2024 |
214,813
shares
|
$6.09 Million
0.96% of portfolio
|
Q3 2024
Added 0.47%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2024 Q2 2024 |
210,329
shares
|
$5.96 Million
0.11% of portfolio
|
Q2 2024
New holding
|
|
|
Retirement Solution Inc.
|
Nov 01, 2024 Q3 2024 |
208,381
shares
|
$5.9 Million
3.47% of portfolio
|
Q3 2024
Reduced 0.72%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Aug 13, 2024 Q2 2024 |
196,186
shares
|
$5.56 Million
0.18% of portfolio
|
Q2 2024
Added 20.72%
|