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 217 institutions that hold shares in the stock, with a total of 25.4 Million shares, which have been reported (via 13F filing form) to have a value of $814 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Financial Architects, LLC
Woodstock, GA |
Oct 20, 2025 Q3 2025 |
260,110
shares
|
$8.35 Million
4.72% of portfolio
|
Q3 2025
Added 2.4%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
253,346
shares
|
$8.13 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
|
$8.07 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
|
$7.67 Million
0.69% of portfolio
|
Q2 2025
Reduced 37.21%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Oct 14, 2025 Q3 2025 |
225,684
shares
|
$7.24 Million
1.03% of portfolio
|
Q3 2025
Reduced 0.1%
|
|
|
Betterment LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
205,777
shares
|
$6.6 Million
0.01% of portfolio
|
Q2 2025
Added 2.54%
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
195,483
shares
|
$6.27 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
|
$6.22 Million
0.0% of portfolio
|
Q2 2025
Reduced 71.2%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2025 Q2 2025 |
184,984
shares
|
$5.94 Million
0.06% of portfolio
|
Q2 2025
Reduced 6.69%
|
|
|
Tortoise Investment Management, LLC
|
Aug 08, 2025 Q2 2025 |
181,634
shares
|
$5.83 Million
0.56% of portfolio
|
Q2 2025
Added 12.16%
|
|
|
Sterling Financial Planning, Inc.
|
Oct 23, 2025 Q3 2025 |
178,056
shares
|
$5.71 Million
1.85% of portfolio
|
Q3 2025
Reduced 4.09%
|
|
|
Pb Mares Wealth Management LLC
|
Jul 18, 2025 Q2 2025 |
168,304
shares
|
$5.4 Million
0.94% of portfolio
|
Q2 2025
Reduced 4.39%
|
|
|
Cordant, Inc.
Portland, OR |
Oct 16, 2025 Q3 2025 |
166,942
shares
|
$5.36 Million
2.4% of portfolio
|
Q3 2025
Added 2.6%
|
|
|
Mills Wealth Advisors LLC
Southlake, TX |
Oct 10, 2025 Q3 2025 |
159,112
shares
|
$5.11 Million
2.06% of portfolio
|
Q3 2025
Added 5.63%
|
|
|
United Wealth Management, LLC
Charlottesville, VA |
Aug 13, 2025 Q2 2025 |
152,898
shares
|
$4.91 Million
1.33% of portfolio
|
Q2 2025
Added 2.26%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jul 09, 2025 Q2 2025 |
149,737
shares
|
$4.81 Million
0.73% of portfolio
|
Q2 2025
Reduced 4.31%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
146,643
shares
|
$4.71 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
|
$4.65 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
|
$4.47 Million
1.56% of portfolio
|
Q2 2025
Added 10.14%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
137,323
shares
|
$4.41 Million
0.0% of portfolio
|
Q2 2025
Added 4.53%
|
|
|
Maryland Capital Advisors Inc.
|
Oct 17, 2025 Q3 2025 |
132,498
shares
|
$4.25 Million
1.57% of portfolio
|
Q3 2025
Added 4.68%
|
|
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
Oct 15, 2025 Q3 2025 |
127,149
shares
|
$4.08 Million
2.18% of portfolio
|
Q3 2025
Added 31.46%
|
|
|
Relaxing Retirement Coach
|
Jul 26, 2023 Q2 2023 |
124,616
shares
|
$4 Million
0.95% of portfolio
|
Q2 2023
Added 2.39%
|
|
|
Old Mission Capital LLC
|
Aug 14, 2025 Q2 2025 |
118,958
shares
|
$3.82 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Aug 12, 2025 Q2 2025 |
112,915
shares
|
$3.62 Million
0.01% of portfolio
|
Q2 2025
Reduced 7.14%
|