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 184 institutions that hold shares in the stock, with a total of 21.4 Million shares, which have been reported (via 13F filing form) to have a value of $580 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Blume Capital Management, Inc.
Berkeley, CA |
Feb 10, 2025 Q4 2024 |
241,353
shares
|
$6.55 Million
1.48% of portfolio
|
Q4 2024
Added 2.78%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jan 22, 2025 Q4 2024 |
217,175
shares
|
$5.89 Million
0.92% of portfolio
|
Q4 2024
Added 1.1%
|
|
|
Retirement Solution Inc.
|
Feb 07, 2025 Q4 2024 |
207,694
shares
|
$5.63 Million
3.71% of portfolio
|
Q4 2024
Reduced 0.33%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Feb 14, 2025 Q4 2024 |
199,104
shares
|
$5.4 Million
0.08% of portfolio
|
Q4 2024
Reduced 3.78%
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
195,483
shares
|
$5.3 Million
0.49% of portfolio
|
Q4 2023
Added 1.83%
|
|
|
Von Borstel & Associates, Inc.
The Dalles, OR |
Feb 11, 2025 Q4 2024 |
187,956
shares
|
$5.1 Million
1.93% of portfolio
|
Q4 2024
Added 57.58%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Feb 06, 2025 Q4 2024 |
184,054
shares
|
$4.99 Million
0.18% of portfolio
|
Q4 2024
Added 12.65%
|
|
|
Savant Capital, LLC
|
Jan 28, 2025 Q4 2024 |
179,758
shares
|
$4.88 Million
0.04% of portfolio
|
Q4 2024
Reduced 23.27%
|
|
|
Cordant, Inc.
Portland, OR |
Jan 14, 2025 Q4 2024 |
172,635
shares
|
$4.68 Million
2.38% of portfolio
|
Q4 2024
Added 6.09%
|
|
|
Pb Mares Wealth Management LLC
|
Jan 24, 2025 Q4 2024 |
171,173
shares
|
$4.64 Million
0.93% of portfolio
|
Q4 2024
Added 7.66%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
164,639
shares
|
$4.47 Million
0.03% of portfolio
|
Q4 2024
Reduced 5.41%
|
|
|
Sterling Financial Planning, Inc.
|
Jan 31, 2025 Q4 2024 |
154,639
shares
|
$4.19 Million
1.54% of portfolio
|
Q4 2024
Added 1.57%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
151,743
shares
|
$4.12 Million
0.0% of portfolio
|
Q4 2024
Added 4.32%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jan 13, 2025 Q4 2024 |
150,034
shares
|
$4.07 Million
0.78% of portfolio
|
Q4 2024
Added 4.93%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
146,643
shares
|
$3.98 Million
0.02% of portfolio
|
Q2 2023
Added 295.21%
|
|
|
Tortoise Investment Management, LLC
|
Feb 07, 2025 Q4 2024 |
135,340
shares
|
$3.67 Million
0.4% of portfolio
|
Q4 2024
Added 18.87%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Feb 10, 2025 Q4 2024 |
128,538
shares
|
$3.49 Million
0.01% of portfolio
|
Q4 2024
Added 7.14%
|
|
|
Betterment LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
127,388
shares
|
$3.45 Million
0.01% of portfolio
|
Q4 2024
Added 19.39%
|
|
|
Heritage Financial Services, LLC
|
Jan 23, 2025 Q4 2024 |
127,328
shares
|
$3.45 Million
0.46% of portfolio
|
Q4 2024
Reduced 14.36%
|
|
|
Relaxing Retirement Coach
|
Jul 26, 2023 Q2 2023 |
124,616
shares
|
$3.38 Million
0.95% of portfolio
|
Q2 2023
Added 2.39%
|
|
|
United Wealth Management, LLC
Charlottesville, VA |
Feb 10, 2025 Q4 2024 |
124,195
shares
|
$3.37 Million
1.1% of portfolio
|
Q4 2024
New holding
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Feb 14, 2025 Q4 2024 |
119,089
shares
|
$3.23 Million
0.01% of portfolio
|
Q4 2024
Reduced 11.74%
|
|
|
Mills Wealth Advisors LLC
Southlake, TX |
Feb 05, 2025 Q4 2024 |
115,266
shares
|
$3.13 Million
1.72% of portfolio
|
Q4 2024
Added 6.27%
|
|
|
Maryland Capital Advisors Inc.
|
Jan 30, 2025 Q4 2024 |
109,377
shares
|
$2.97 Million
1.36% of portfolio
|
Q4 2024
Added 12.17%
|
|
|
Timonier Family Office, Ltd.
Winston Salem, NC |
Feb 03, 2025 Q4 2024 |
105,806
shares
|
$2.87 Million
1.42% of portfolio
|
Q4 2024
New holding
|