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 207 institutions that hold shares in the stock, with a total of 24.5 Million shares, which have been reported (via 13F filing form) to have a value of $761 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Golden Bell Financial Planning LLC
Alpharetta, GA |
Aug 05, 2025 Q2 2025 |
66,575
shares
|
$2.07 Million
1.88% of portfolio
|
Q2 2025
Reduced 0.38%
|
|
|
Mc Grath & Associates, Inc.
Asheville, NC |
Aug 12, 2025 Q2 2025 |
62,685
shares
|
$1.95 Million
3.06% of portfolio
|
Q2 2025
Reduced 2.81%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
57,335
shares
|
$1.78 Million
0.0% of portfolio
|
Q2 2025
Reduced 6.95%
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
57,306
shares
|
$1.78 Million
0.27% of portfolio
|
Q2 2025
Added 8.58%
|
|
|
Brinker Capital Investments, LLC
|
Aug 27, 2025 Q2 2025 |
56,937
shares
|
$1.77 Million
0.02% of portfolio
|
Q2 2025
Added 567.1%
|
|
|
Abel Hall, LLC
Baton Rouge, LA |
Jul 23, 2025 Q2 2025 |
54,856
shares
|
$1.71 Million
0.76% of portfolio
|
Q2 2025
Reduced 6.79%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
52,354
shares
|
$1.63 Million
0.04% of portfolio
|
Q2 2025
Reduced 12.43%
|
|
|
Applied Capital LLC
|
Jul 17, 2025 Q2 2025 |
51,695
shares
|
$1.61 Million
0.72% of portfolio
|
Q2 2025
Reduced 15.76%
|
|
|
En Rich Financial Partners LLC
Madison, WI |
Jul 30, 2025 Q2 2025 |
51,213
shares
|
$1.59 Million
0.47% of portfolio
|
Q2 2025
Reduced 3.95%
|
|
|
Vantage Point Financial LLC
Lisle, IL |
Jul 24, 2025 Q2 2025 |
46,844
shares
|
$1.46 Million
0.62% of portfolio
|
Q2 2025
Added 6.75%
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
46,762
shares
|
$1.45 Million
0.05% of portfolio
|
Q2 2025
Reduced 2.32%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Aug 14, 2025 Q2 2025 |
44,914
shares
|
$1.4 Million
0.12% of portfolio
|
Q2 2025
Added 1.54%
|
|
|
Brainard Capital Management LLC
Austin, TX |
May 09, 2023 Q1 2023 |
44,690
shares
|
$1.39 Million
0.8% of portfolio
|
Q1 2023
Added 35.28%
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
44,624
shares
|
$1.39 Million
0.0% of portfolio
|
Q2 2025
Reduced 0.36%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
44,306
shares
|
$1.38 Million
0.04% of portfolio
|
Q3 2023
Added 13.85%
|
|
|
Pinney & Scofield, Inc.
Cambridge, MA |
Aug 08, 2025 Q2 2025 |
44,174
shares
|
$1.37 Million
0.9% of portfolio
|
Q2 2025
Reduced 0.12%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Aug 13, 2025 Q2 2025 |
42,466
shares
|
$1.32 Million
0.0% of portfolio
|
Q2 2025
Added 157.21%
|
|
|
Clark Asset Management, LLC
Stratham, NH |
Aug 01, 2025 Q2 2025 |
40,644
shares
|
$1.26 Million
0.17% of portfolio
|
Q2 2025
Added 5.41%
|
|
|
Matisse Capital
|
Jul 23, 2025 Q2 2025 |
39,760
shares
|
$1.24 Million
0.58% of portfolio
|
Q4 2024
Reduced 1.49%
|
|
|
Pettinga Financial Advisors, LLC
|
Jul 28, 2025 Q2 2025 |
36,207
shares
|
$1.13 Million
0.25% of portfolio
|
Q2 2025
Added 122.68%
|
|
|
Foundation Wealth Management, Llc\Pa
Media, PA |
Aug 11, 2025 Q2 2025 |
35,944
shares
|
$1.12 Million
0.47% of portfolio
|
Q2 2025
Reduced 19.92%
|
|
|
Triad Financial Advisors, Inc.
Greensboro, NC |
Nov 02, 2023 Q3 2023 |
35,824
shares
|
$1.11 Million
0.32% of portfolio
|
Q3 2023
Added 27.51%
|
|
|
Monograph Wealth Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
34,685
shares
|
$1.08 Million
0.14% of portfolio
|
Q2 2024
New holding
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
33,722
shares
|
$1.05 Million
0.01% of portfolio
|
Q2 2025
Reduced 11.69%
|
|
|
Tru Independence Asset Management 2, LLC
|
Jul 16, 2025 Q2 2025 |
33,647
shares
|
$1.05 Million
0.78% of portfolio
|
Q2 2025
Added 12.64%
|