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 239 institutions that hold shares in the stock, with a total of 26.8 Million shares, which have been reported (via 13F filing form) to have a value of $903 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
258,988
shares
|
$8.72 Million
0.51% of portfolio
|
Q3 2025
Added 8.3%
|
|
|
Von Borstel & Associates, Inc.
The Dalles, OR |
Nov 13, 2025 Q3 2025 |
255,597
shares
|
$8.6 Million
1.32% of portfolio
|
Q3 2025
Added 1.67%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
253,025
shares
|
$8.52 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.13%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Oct 14, 2025 Q3 2025 |
225,684
shares
|
$7.6 Million
1.03% of portfolio
|
Q3 2025
Reduced 0.1%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Nov 10, 2025 Q3 2025 |
219,693
shares
|
$7.39 Million
0.15% of portfolio
|
Q3 2025
Reduced 47.82%
|
|
|
Betterment LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
219,510
shares
|
$7.39 Million
0.01% of portfolio
|
Q3 2025
Added 6.67%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
200,000
shares
|
$6.73 Million
0.0% of portfolio
|
Q3 2025
Added 3.15%
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
195,483
shares
|
$6.58 Million
0.49% of portfolio
|
Q4 2023
Added 1.83%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
191,177
shares
|
$6.44 Million
0.06% of portfolio
|
Q3 2025
Added 3.35%
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2025 Q3 2025 |
189,754
shares
|
$6.39 Million
0.58% of portfolio
|
Q3 2025
Added 4.47%
|
|
|
Estate Counselors, LLC
|
Oct 31, 2025 Q3 2025 |
181,250
shares
|
$6.1 Million
1.31% of portfolio
|
Q3 2025
New holding
|
|
|
Pb Mares Wealth Management LLC
|
Oct 27, 2025 Q3 2025 |
178,623
shares
|
$6.01 Million
0.93% of portfolio
|
Q3 2025
Added 6.13%
|
|
|
Sterling Financial Planning, Inc.
|
Oct 23, 2025 Q3 2025 |
178,056
shares
|
$5.99 Million
1.85% of portfolio
|
Q3 2025
Reduced 4.09%
|
|
|
Cordant, Inc.
Portland, OR |
Oct 16, 2025 Q3 2025 |
166,942
shares
|
$5.62 Million
2.4% of portfolio
|
Q3 2025
Added 2.6%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
162,041
shares
|
$5.45 Million
0.0% of portfolio
|
Q2 2025
Reduced 0.96%
|
|
|
Mills Wealth Advisors LLC
Southlake, TX |
Oct 10, 2025 Q3 2025 |
159,112
shares
|
$5.36 Million
2.06% of portfolio
|
Q3 2025
Added 5.63%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 14, 2025 Q3 2025 |
157,314
shares
|
$5.3 Million
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
United Wealth Management, LLC
Charlottesville, VA |
Nov 12, 2025 Q3 2025 |
154,533
shares
|
$5.2 Million
1.34% of portfolio
|
Q3 2025
Added 1.07%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
149,179
shares
|
$5.02 Million
0.0% of portfolio
|
Q3 2025
Added 8.63%
|
|
|
Timonier Family Office, Ltd.
Winston Salem, NC |
Nov 05, 2025 Q3 2025 |
148,912
shares
|
$5.01 Million
1.56% of portfolio
|
Q3 2025
Added 7.01%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Nov 05, 2025 Q3 2025 |
147,581
shares
|
$4.97 Million
0.69% of portfolio
|
Q3 2025
Reduced 1.44%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
146,643
shares
|
$4.94 Million
0.02% of portfolio
|
Q2 2023
Added 295.21%
|
|
|
Maryland Capital Advisors Inc.
|
Oct 17, 2025 Q3 2025 |
132,498
shares
|
$4.46 Million
1.57% of portfolio
|
Q3 2025
Added 4.68%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
130,449
shares
|
$4.39 Million
0.02% of portfolio
|
Q3 2025
Reduced 9.91%
|
|
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
Oct 15, 2025 Q3 2025 |
127,149
shares
|
$4.28 Million
2.18% of portfolio
|
Q3 2025
Added 31.46%
|
|