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 150 institutions that hold shares in the stock, with a total of 16.7 Million shares, which have been reported (via 13F filing form) to have a value of $448 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Steward Partners Investment Advisory, LLC
|
Aug 08, 2024 Q2 2024 |
75,052
shares
|
$2.04 Million
0.02% of portfolio
|
Q2 2024
Added 9.07%
|
|
Lam Group, Inc.
Lake Oswego, OR |
Jul 22, 2024 Q2 2024 |
74,600
shares
|
$2.02 Million
1.73% of portfolio
|
Q1 2024
Added 0.03%
|
|
White Wing Wealth Management
The Wodlands, TX |
Aug 01, 2024 Q2 2024 |
70,198
shares
|
$1.9 Million
1.57% of portfolio
|
Q2 2024
Added 20.55%
|
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
Aug 02, 2024 Q2 2024 |
69,584
shares
|
$1.89 Million
0.52% of portfolio
|
Q2 2024
Added 0.82%
|
|
Bka Wealth Consulting, Inc.
|
Aug 06, 2024 Q2 2024 |
68,143
shares
|
$1.85 Million
2.26% of portfolio
|
Q2 2024
Added 15.96%
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Aug 12, 2024 Q2 2024 |
66,446
shares
|
$1.8 Million
0.67% of portfolio
|
Q2 2024
Added 4.48%
|
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
Aug 13, 2024 Q2 2024 |
63,786
shares
|
$1.73 Million
1.71% of portfolio
|
Q2 2024
Added 290.85%
|
|
Old Mission Capital LLC
|
Aug 14, 2024 Q2 2024 |
59,250
shares
|
$1.61 Million
0.05% of portfolio
|
Q2 2024
Added 9.7%
|
|
Applied Capital LLC
|
Apr 23, 2024 Q1 2024 |
57,294
shares
|
$1.55 Million
0.9% of portfolio
|
Q1 2024
Reduced 0.44%
|
|
Tortoise Investment Management, LLC
|
Aug 01, 2024 Q2 2024 |
57,166
shares
|
$1.55 Million
0.19% of portfolio
|
Q2 2024
Added 32.48%
|
|
Jpmorgan Chase & CO
New York, NY |
Aug 12, 2024 Q2 2024 |
54,920
shares
|
$1.49 Million
0.0% of portfolio
|
Q2 2024
Added 0.62%
|
|
Abel Hall, LLC
Baton Rouge, LA |
Jul 25, 2024 Q2 2024 |
53,243
shares
|
$1.44 Million
1.04% of portfolio
|
Q2 2024
Added 4.26%
|
|
En Rich Financial Partners LLC
Madison, WI |
Aug 13, 2024 Q2 2024 |
53,159
shares
|
$1.44 Million
0.54% of portfolio
|
Q2 2024
Reduced 1.2%
|
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
Aug 09, 2024 Q2 2024 |
49,553
shares
|
$1.34 Million
1.45% of portfolio
|
Q2 2024
New holding
|
|
Commonwealth Equity Services, LLC
|
Jul 31, 2024 Q2 2024 |
47,584
shares
|
$1.29 Million
0.0% of portfolio
|
Q2 2024
Added 2.96%
|
|
Bank Of Montreal
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
47,576
shares
|
$1.29 Million
0.0% of portfolio
|
Q2 2024
Reduced 80.52%
|
|
Brainard Capital Management LLC
Austin, TX |
May 09, 2023 Q1 2023 |
44,690
shares
|
$1.21 Million
0.8% of portfolio
|
Q1 2023
Added 35.28%
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
44,306
shares
|
$1.2 Million
0.04% of portfolio
|
Q3 2023
Added 13.85%
|
|
Matisse Capital
|
Jul 30, 2024 Q2 2024 |
40,360
shares
|
$1.09 Million
0.55% of portfolio
|
Q4 2023
Added 4.56%
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
39,179
shares
|
$1.06 Million
0.0% of portfolio
|
Q2 2024
Added 25.97%
|
|
Triad Financial Advisors, Inc.
Greensboro, NC |
Nov 02, 2023 Q3 2023 |
35,824
shares
|
$971,546
0.32% of portfolio
|
Q3 2023
Added 27.51%
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Aug 14, 2024 Q2 2024 |
35,795
shares
|
$970,760
0.07% of portfolio
|
Q2 2024
Added 0.09%
|
|
Monograph Wealth Advisors, LLC
|
Aug 14, 2024 Q2 2024 |
34,685
shares
|
$940,657
0.15% of portfolio
|
Q2 2024
New holding
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 22, 2024 Q2 2024 |
33,012
shares
|
$895,285
0.01% of portfolio
|
Q2 2024
Reduced 2.17%
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2024 Q2 2024 |
32,171
shares
|
$872,477
0.01% of portfolio
|
Q2 2024
Added 10.77%
|