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 207 institutions that hold shares in the stock, with a total of 24.5 Million shares, which have been reported (via 13F filing form) to have a value of $761 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
253,346
shares
|
$7.88 Million
0.01% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
Von Borstel & Associates, Inc.
The Dalles, OR |
Aug 11, 2025 Q2 2025 |
251,390
shares
|
$7.82 Million
2.0% of portfolio
|
Q2 2025
Added 2.69%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Aug 11, 2025 Q2 2025 |
239,147
shares
|
$7.44 Million
0.69% of portfolio
|
Q2 2025
Reduced 37.21%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jul 17, 2025 Q2 2025 |
225,906
shares
|
$7.03 Million
1.03% of portfolio
|
Q2 2025
Added 2.99%
|
|
|
Betterment LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
205,777
shares
|
$6.4 Million
0.01% of portfolio
|
Q2 2025
Added 2.54%
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
195,483
shares
|
$6.08 Million
0.49% of portfolio
|
Q4 2023
Added 1.83%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
193,883
shares
|
$6.03 Million
0.0% of portfolio
|
Q2 2025
Reduced 71.2%
|
|
|
Sterling Financial Planning, Inc.
|
Jul 28, 2025 Q2 2025 |
185,640
shares
|
$5.78 Million
1.92% of portfolio
|
Q2 2025
Added 5.68%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2025 Q2 2025 |
184,984
shares
|
$5.75 Million
0.06% of portfolio
|
Q2 2025
Reduced 6.69%
|
|
|
Tortoise Investment Management, LLC
|
Aug 08, 2025 Q2 2025 |
181,634
shares
|
$5.65 Million
0.56% of portfolio
|
Q2 2025
Added 12.16%
|
|
|
Pb Mares Wealth Management LLC
|
Jul 18, 2025 Q2 2025 |
168,304
shares
|
$5.24 Million
0.94% of portfolio
|
Q2 2025
Reduced 4.39%
|
|
|
Cordant, Inc.
Portland, OR |
Jul 14, 2025 Q2 2025 |
162,708
shares
|
$5.06 Million
2.35% of portfolio
|
Q2 2025
Reduced 10.38%
|
|
|
United Wealth Management, LLC
Charlottesville, VA |
Aug 13, 2025 Q2 2025 |
152,898
shares
|
$4.76 Million
1.33% of portfolio
|
Q2 2025
Added 2.26%
|
|
|
Mills Wealth Advisors LLC
Southlake, TX |
Jul 30, 2025 Q2 2025 |
150,625
shares
|
$4.69 Million
2.07% of portfolio
|
Q2 2025
Added 15.78%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jul 09, 2025 Q2 2025 |
149,737
shares
|
$4.66 Million
0.73% of portfolio
|
Q2 2025
Reduced 4.31%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
146,643
shares
|
$4.56 Million
0.02% of portfolio
|
Q2 2023
Added 295.21%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
144,796
shares
|
$4.5 Million
0.02% of portfolio
|
Q2 2025
Reduced 4.33%
|
|
|
Timonier Family Office, Ltd.
Winston Salem, NC |
Aug 07, 2025 Q2 2025 |
139,155
shares
|
$4.33 Million
1.56% of portfolio
|
Q2 2025
Added 10.14%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
137,323
shares
|
$4.27 Million
0.0% of portfolio
|
Q2 2025
Added 4.53%
|
|
|
Maryland Capital Advisors Inc.
|
Jul 14, 2025 Q2 2025 |
126,576
shares
|
$3.94 Million
1.54% of portfolio
|
Q2 2025
Added 3.53%
|
|
|
Relaxing Retirement Coach
|
Jul 26, 2023 Q2 2023 |
124,616
shares
|
$3.88 Million
0.95% of portfolio
|
Q2 2023
Added 2.39%
|
|
|
Old Mission Capital LLC
|
Aug 14, 2025 Q2 2025 |
118,958
shares
|
$3.7 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Aug 12, 2025 Q2 2025 |
112,915
shares
|
$3.51 Million
0.01% of portfolio
|
Q2 2025
Reduced 7.14%
|
|
|
Family Investment Center, Inc.
Saint Joseph, MO |
Jul 15, 2025 Q2 2025 |
104,279
shares
|
$3.24 Million
0.79% of portfolio
|
Q2 2025
Added 3.4%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Aug 15, 2025 Q2 2025 |
103,445
shares
|
$3.22 Million
0.0% of portfolio
|
Q2 2025
Reduced 26.07%
|