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 |
|---|---|---|---|---|---|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
70,713
shares
|
$2.27 Million
0.0% of portfolio
|
Q1 2025
Added 24.45%
|
|
|
Golden Bell Financial Planning LLC
Alpharetta, GA |
Aug 05, 2025 Q2 2025 |
66,575
shares
|
$2.14 Million
1.88% of portfolio
|
Q2 2025
Reduced 0.38%
|
|
|
Mc Grath & Associates, Inc.
Asheville, NC |
Oct 14, 2025 Q3 2025 |
59,721
shares
|
$1.92 Million
2.83% of portfolio
|
Q3 2025
Reduced 4.73%
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
57,306
shares
|
$1.84 Million
0.27% of portfolio
|
Q2 2025
Added 8.58%
|
|
|
Brinker Capital Investments, LLC
|
Aug 27, 2025 Q2 2025 |
56,937
shares
|
$1.83 Million
0.02% of portfolio
|
Q2 2025
Added 567.1%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
54,969
shares
|
$1.76 Million
0.0% of portfolio
|
Q3 2025
Reduced 4.13%
|
|
|
Abel Hall, LLC
Baton Rouge, LA |
Jul 23, 2025 Q2 2025 |
54,856
shares
|
$1.76 Million
0.76% of portfolio
|
Q2 2025
Reduced 6.79%
|
|
|
Applied Capital LLC
|
Oct 21, 2025 Q3 2025 |
51,573
shares
|
$1.65 Million
0.7% of portfolio
|
Q3 2025
Reduced 0.24%
|
|
|
En Rich Financial Partners LLC
Madison, WI |
Jul 30, 2025 Q2 2025 |
51,213
shares
|
$1.64 Million
0.47% of portfolio
|
Q2 2025
Reduced 3.95%
|
|
|
Pettinga Financial Advisors, LLC
|
Oct 21, 2025 Q3 2025 |
48,764
shares
|
$1.56 Million
0.33% of portfolio
|
Q3 2025
Added 34.68%
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
47,204
shares
|
$1.51 Million
0.05% of portfolio
|
Q3 2025
Added 0.95%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 17, 2025 Q3 2025 |
45,710
shares
|
$1.47 Million
0.03% of portfolio
|
Q3 2025
Reduced 12.69%
|
|
|
Vantage Point Financial LLC
Lisle, IL |
Oct 24, 2025 Q3 2025 |
45,265
shares
|
$1.45 Million
0.56% of portfolio
|
Q3 2025
Reduced 3.37%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Aug 14, 2025 Q2 2025 |
44,914
shares
|
$1.44 Million
0.12% of portfolio
|
Q2 2025
Added 1.54%
|
|
|
Brainard Capital Management LLC
Austin, TX |
May 09, 2023 Q1 2023 |
44,690
shares
|
$1.43 Million
0.8% of portfolio
|
Q1 2023
Added 35.28%
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
44,624
shares
|
$1.43 Million
0.0% of portfolio
|
Q2 2025
Reduced 0.36%
|
|
|
Bka Wealth Consulting, Inc.
|
Oct 21, 2025 Q3 2025 |
44,618
shares
|
$1.43 Million
1.33% of portfolio
|
Q3 2025
Reduced 33.58%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
44,306
shares
|
$1.42 Million
0.04% of portfolio
|
Q3 2023
Added 13.85%
|
|
|
Pinney & Scofield, Inc.
Cambridge, MA |
Aug 08, 2025 Q2 2025 |
44,174
shares
|
$1.42 Million
0.9% of portfolio
|
Q2 2025
Reduced 0.12%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Aug 13, 2025 Q2 2025 |
42,466
shares
|
$1.36 Million
0.0% of portfolio
|
Q2 2025
Added 157.21%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
42,396
shares
|
$1.36 Million
0.0% of portfolio
|
Q2 2025
Added 1570.45%
|
|
|
Matisse Capital
|
Jul 23, 2025 Q2 2025 |
39,760
shares
|
$1.28 Million
0.58% of portfolio
|
Q4 2024
Reduced 1.49%
|
|
|
Clark Asset Management, LLC
Stratham, NH |
Oct 20, 2025 Q3 2025 |
39,563
shares
|
$1.27 Million
0.15% of portfolio
|
Q3 2025
Reduced 2.66%
|
|
|
Triad Financial Advisors, Inc.
Greensboro, NC |
Nov 02, 2023 Q3 2023 |
35,824
shares
|
$1.15 Million
0.32% of portfolio
|
Q3 2023
Added 27.51%
|
|
|
Tru Independence Asset Management 2, LLC
|
Oct 22, 2025 Q3 2025 |
34,998
shares
|
$1.12 Million
0.84% of portfolio
|
Q3 2025
Added 4.02%
|