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 152 institutions that hold shares in the stock, with a total of 17.8 Million shares, which have been reported (via 13F filing form) to have a value of $487 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Rather & Kittrell, Inc.
Knoxville, TN |
Nov 01, 2024 Q3 2024 |
17,703
shares
|
$487,363
0.13% of portfolio
|
Q3 2024
Added 0.57%
|
|
|
Allen Capital Group, LLC
|
Aug 12, 2024 Q2 2024 |
17,652
shares
|
$485,959
0.06% of portfolio
|
Q1 2024
Reduced 17.89%
|
|
|
Pettinga Financial Advisors, LLC
|
Oct 23, 2024 Q3 2024 |
16,537
shares
|
$455,263
0.11% of portfolio
|
Q3 2024
Added 55.23%
|
|
|
Grunden Financial Advisory, Inc.
Denton, TX |
Oct 08, 2024 Q3 2024 |
16,234
shares
|
$446,922
0.23% of portfolio
|
Q3 2024
Added 2.3%
|
|
|
Tranquility Partners, LLC
|
Jul 25, 2024 Q2 2024 |
14,758
shares
|
$406,287
0.16% of portfolio
|
Q2 2024
Added 6.03%
|
|
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
Oct 16, 2024 Q3 2024 |
14,677
shares
|
$404,057
0.08% of portfolio
|
Q3 2024
Added 15.99%
|
|
|
Gentry Private Wealth, LLC
Wichita, KS |
Aug 05, 2024 Q2 2024 |
14,455
shares
|
$397,946
0.35% of portfolio
|
Q2 2024
New holding
|
|
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
Oct 30, 2024 Q3 2024 |
14,364
shares
|
$395,440
0.24% of portfolio
|
Q3 2024
Added 1.18%
|
|
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
Oct 22, 2024 Q3 2024 |
14,147
shares
|
$389,466
0.17% of portfolio
|
Q3 2024
Reduced 5.03%
|
|
|
Firethorn Wealth Partners, LLC
|
Oct 16, 2024 Q3 2024 |
14,000
shares
|
$385,420
0.21% of portfolio
|
Q3 2024
Reduced 3.58%
|
|
|
Two West Capital Advisors LLC
Overland Park, KS |
Oct 15, 2024 Q3 2024 |
13,890
shares
|
$382,391
0.32% of portfolio
|
Q3 2024
Added 3.59%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
13,825
shares
|
$380,602
0.0% of portfolio
|
Q2 2024
Added 47.18%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Oct 09, 2024 Q3 2024 |
12,381
shares
|
$340,848
0.08% of portfolio
|
Q3 2024
Added 0.66%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Aug 09, 2024 Q2 2024 |
10,440
shares
|
$287,413
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
10,363
shares
|
$285,293
0.02% of portfolio
|
Q3 2022
Reduced 52.67%
|
|
|
American Investment Services, Inc.
|
Aug 14, 2024 Q2 2024 |
9,976
shares
|
$274,639
0.05% of portfolio
|
Q2 2024
Reduced 7.33%
|
|
|
Rockwood Wealth Management, LLC
New Hope, PA |
Oct 16, 2024 Q3 2024 |
9,775
shares
|
$269,105
0.03% of portfolio
|
Q3 2024
Added 0.72%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2024 Q2 2024 |
9,451
shares
|
$260,186
0.0% of portfolio
|
Q2 2024
Added 12.46%
|
|
|
Mraz, Amerine & Associates, Inc.
|
Oct 23, 2024 Q3 2024 |
9,070
shares
|
$249,697
0.05% of portfolio
|
Q2 2024
Reduced 4.22%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
8,475
shares
|
$233,316
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Forum Financial Management, LP
Lombard, IL |
Oct 29, 2024 Q3 2024 |
8,439
shares
|
$232,325
0.0% of portfolio
|
Q1 2024
Reduced 8.37%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 14, 2024 Q2 2024 |
8,322
shares
|
$229,104
0.0% of portfolio
|
Q2 2024
Reduced 7.4%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Aug 14, 2024 Q2 2024 |
7,900
shares
|
$217,487
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Aug 14, 2024 Q2 2024 |
7,743
shares
|
$213,164
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Gemmer Asset Management LLC
|
Oct 24, 2024 Q3 2024 |
7,539
shares
|
$207,548
0.02% of portfolio
|
Q3 2024
Reduced 24.46%
|