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 200 institutions that hold shares in the stock, with a total of 23.9 Million shares, which have been reported (via 13F filing form) to have a value of $681 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Monograph Wealth Advisors, LLC
|
May 14, 2025 Q1 2025 |
34,685
shares
|
$1.01 Million
0.14% of portfolio
|
Q2 2024
New holding
|
|
Schubert & CO
|
May 07, 2025 Q1 2025 |
34,297
shares
|
$995,641
0.83% of portfolio
|
Q1 2025
Added 21.13%
|
|
Efficient Frontier Advisors LLC
Eastford, CT |
Apr 07, 2025 Q1 2025 |
32,975
shares
|
$957,264
0.58% of portfolio
|
Q1 2025
Added 2.71%
|
|
Forum Financial Management, LP
Lombard, IL |
May 02, 2025 Q1 2025 |
32,208
shares
|
$934,998
0.02% of portfolio
|
Q1 2025
Reduced 0.31%
|
|
Gibson Capital, LLC
Wexford, PA |
Apr 15, 2025 Q1 2025 |
31,982
shares
|
$928,437
0.19% of portfolio
|
Q4 2023
Reduced 34.71%
|
|
Oceanside Advisors LLC
Mount Pleasant, SC |
Apr 25, 2025 Q1 2025 |
30,956
shares
|
$898,652
0.61% of portfolio
|
Q1 2025
Reduced 4.51%
|
|
Tru Independence Asset Management 2, LLC
|
Apr 30, 2025 Q1 2025 |
29,871
shares
|
$867,155
0.7% of portfolio
|
Q1 2025
Added 35.08%
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Apr 29, 2025 Q1 2025 |
28,684
shares
|
$832,696
0.03% of portfolio
|
Q1 2025
Added 2.02%
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
28,460
shares
|
$826,193
0.0% of portfolio
|
Q3 2024
Added 31.11%
|
|
Grunden Financial Advisory, Inc.
Denton, TX |
Apr 24, 2025 Q1 2025 |
26,102
shares
|
$757,741
0.34% of portfolio
|
Q1 2025
Added 5.33%
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
25,935
shares
|
$752,893
0.0% of portfolio
|
Q1 2025
Added 21.6%
|
|
Css LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
23,460
shares
|
$681,043
0.08% of portfolio
|
Q4 2024
Added 9.32%
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
23,026
shares
|
$668,444
0.04% of portfolio
|
Q4 2023
Reduced 6.5%
|
|
Altiora Financial Group, LLC
Lebanon, OH |
May 08, 2025 Q1 2025 |
22,676
shares
|
$658,284
0.13% of portfolio
|
Q3 2024
Added 0.11%
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
22,608
shares
|
$656,310
0.0% of portfolio
|
Q1 2025
New holding
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
May 14, 2025 Q1 2025 |
21,719
shares
|
$630,502
0.03% of portfolio
|
Q1 2024
Added 81.29%
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
21,315
shares
|
$618,774
0.0% of portfolio
|
Q1 2025
Reduced 4.89%
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
20,335
shares
|
$590,325
0.04% of portfolio
|
Q1 2025
Reduced 19.74%
|
|
Rather & Kittrell, Inc.
Knoxville, TN |
May 15, 2025 Q1 2025 |
20,264
shares
|
$588,263
0.13% of portfolio
|
Q1 2025
Added 9.54%
|
|
Unison Advisors LLC
|
May 06, 2025 Q1 2025 |
19,703
shares
|
$571,978
0.07% of portfolio
|
Q1 2025
Reduced 6.28%
|
|
Moisand Fitzgerald Tamayo, LLC
|
Apr 22, 2025 Q1 2025 |
18,534
shares
|
$538,042
0.07% of portfolio
|
Q4 2024
Added 0.36%
|
|
Bos Asset Management, LLC
Springfield, IL |
May 22, 2025 Q1 2025 |
18,415
shares
|
$534,587
0.17% of portfolio
|
Q1 2025
Added 0.26%
|
|
Hanover Advisors Inc
Seneca, SC |
May 14, 2025 Q1 2025 |
18,101
shares
|
$525,472
0.21% of portfolio
|
Q1 2025
Added 0.62%
|
|
Park Avenue Securities LLC
|
Apr 14, 2025 Q1 2025 |
17,841
shares
|
$517,924
0.01% of portfolio
|
Q1 2025
Added 97.51%
|
|
Rcs Financial Planning, LLC
Annapolis, MD |
Apr 24, 2025 Q1 2025 |
17,206
shares
|
$499,490
0.25% of portfolio
|
Q1 2025
Reduced 5.05%
|