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 160 institutions that hold shares in the stock, with a total of 18.9 Million shares, which have been reported (via 13F filing form) to have a value of $497 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Retirement Solution Inc.
|
Nov 01, 2024 Q3 2024 |
208,381
shares
|
$5.5 Million
3.47% of portfolio
|
Q3 2024
Reduced 0.72%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2024 Q3 2024 |
206,929
shares
|
$5.46 Million
0.11% of portfolio
|
Q3 2024
Reduced 1.62%
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
195,483
shares
|
$5.15 Million
0.49% of portfolio
|
Q4 2023
Added 1.83%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
174,064
shares
|
$4.59 Million
0.03% of portfolio
|
Q3 2024
Added 55.99%
|
|
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
Oct 24, 2024 Q3 2024 |
165,692
shares
|
$4.37 Million
4.06% of portfolio
|
Q3 2024
Added 159.76%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Nov 14, 2024 Q3 2024 |
163,389
shares
|
$4.31 Million
0.19% of portfolio
|
Q3 2024
Added 11.65%
|
|
|
Cordant, Inc.
Portland, OR |
Oct 16, 2024 Q3 2024 |
162,723
shares
|
$4.29 Million
2.37% of portfolio
|
Q3 2024
Added 16.02%
|
|
|
Pb Mares Wealth Management LLC
|
Oct 25, 2024 Q3 2024 |
158,999
shares
|
$4.19 Million
0.95% of portfolio
|
Q3 2024
Added 5.57%
|
|
|
Sterling Financial Planning, Inc.
|
Oct 31, 2024 Q3 2024 |
152,253
shares
|
$4.01 Million
1.65% of portfolio
|
Q3 2024
Added 13.81%
|
|
|
Heritage Financial Services, LLC
|
Oct 23, 2024 Q3 2024 |
148,672
shares
|
$3.92 Million
0.58% of portfolio
|
Q3 2024
Reduced 1.67%
|
|
|
Sentinel Trust CO Lba
Houston, TX |
Oct 15, 2024 Q3 2024 |
147,500
shares
|
$3.89 Million
0.48% of portfolio
|
Q4 2023
Reduced 53.19%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
146,643
shares
|
$3.87 Million
0.02% of portfolio
|
Q2 2023
Added 295.21%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
145,466
shares
|
$3.84 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.02%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Oct 04, 2024 Q3 2024 |
142,979
shares
|
$3.77 Million
0.82% of portfolio
|
Q3 2024
Added 1.75%
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
140,151
shares
|
$3.7 Million
0.01% of portfolio
|
Q3 2024
Added 0.56%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 07, 2024 Q3 2024 |
134,925
shares
|
$3.56 Million
0.02% of portfolio
|
Q3 2024
Added 7.42%
|
|
|
Relaxing Retirement Coach
|
Jul 26, 2023 Q2 2023 |
124,616
shares
|
$3.29 Million
0.95% of portfolio
|
Q2 2023
Added 2.39%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
119,973
shares
|
$3.16 Million
0.0% of portfolio
|
Q3 2024
Added 17.26%
|
|
|
Von Borstel & Associates, Inc.
The Dalles, OR |
Oct 15, 2024 Q3 2024 |
119,273
shares
|
$3.15 Million
1.92% of portfolio
|
Q3 2024
New holding
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
113,858
shares
|
$3 Million
0.36% of portfolio
|
Q3 2024
Added 99.17%
|
|
|
Mills Wealth Advisors LLC
Southlake, TX |
Oct 21, 2024 Q3 2024 |
108,469
shares
|
$2.86 Million
2.13% of portfolio
|
Q3 2024
Added 7.17%
|
|
|
Betterment LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
106,701
shares
|
$2.81 Million
0.01% of portfolio
|
Q3 2024
Added 26.79%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
98,722
shares
|
$2.6 Million
0.03% of portfolio
|
Q3 2024
Reduced 1.23%
|
|
|
Maryland Capital Advisors Inc.
|
Oct 22, 2024 Q3 2024 |
97,511
shares
|
$2.57 Million
1.37% of portfolio
|
Q3 2024
Added 5.6%
|
|
|
Dravo Bay LLC
Wilmington, DE |
Nov 04, 2024 Q3 2024 |
94,587
shares
|
$2.49 Million
1.47% of portfolio
|
Q3 2024
New holding
|