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 191 institutions that hold shares in the stock, with a total of 22.3 Million shares, which have been reported (via 13F filing form) to have a value of $597 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Switch Point Financial Planning, LLC
Lehi, UT |
Apr 29, 2025 Q1 2025 |
13,697
shares
|
$367,490
0.35% of portfolio
|
Q4 2024
New holding
|
|
|
Firethorn Wealth Partners, LLC
|
Apr 10, 2025 Q1 2025 |
13,183
shares
|
$353,699
0.18% of portfolio
|
Q1 2025
Reduced 0.45%
|
|
|
Gentry Private Wealth, LLC
Wichita, KS |
Feb 06, 2025 Q4 2024 |
12,861
shares
|
$345,060
1.4% of portfolio
|
Q4 2024
Reduced 13.63%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Apr 14, 2025 Q1 2025 |
12,280
shares
|
$329,472
0.07% of portfolio
|
Q1 2025
Added 0.79%
|
|
|
Ncm Capital Management, LLC
Ramsey, NJ |
Feb 14, 2025 Q4 2024 |
12,200
shares
|
$327,326
0.15% of portfolio
|
Q4 2024
Added 17.31%
|
|
|
Daner Wealth Management, LLC
Alpharetta, GA |
Feb 04, 2025 Q4 2024 |
11,930
shares
|
$320,081
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Clune & Associates, Ltd.
Chicago, IL |
Apr 28, 2025 Q1 2025 |
11,829
shares
|
$317,372
0.1% of portfolio
|
Q1 2025
Reduced 4.64%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
11,584
shares
|
$310,798
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
10,864
shares
|
$291,481
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
10,549
shares
|
$283,029
0.0% of portfolio
|
Q1 2025
Added 6.62%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
10,363
shares
|
$278,039
0.02% of portfolio
|
Q3 2022
Reduced 52.67%
|
|
|
American Investment Services, Inc.
|
Mar 03, 2025 Q4 2024 |
10,224
shares
|
$274,309
0.05% of portfolio
|
Q4 2024
Reduced 1.73%
|
|
|
Ifg Advisory, LLC
|
Feb 14, 2025 Q4 2024 |
10,000
shares
|
$268,300
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Lionshead Wealth Management, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
9,960
shares
|
$267,226
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Rockwood Wealth Management, LLC
New Hope, PA |
Apr 14, 2025 Q1 2025 |
9,818
shares
|
$263,416
0.03% of portfolio
|
Q4 2024
Added 0.44%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
9,689
shares
|
$259,955
0.01% of portfolio
|
Q1 2025
Added 3.51%
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
9,641
shares
|
$258,668
0.0% of portfolio
|
Q4 2024
Added 0.75%
|
|
|
Landing Point Financial Group, LLC
Avon, OH |
Feb 13, 2025 Q4 2024 |
9,330
shares
|
$250,323
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Simplicity Wealth,Llc
|
Apr 14, 2025 Q1 2025 |
9,289
shares
|
$249,223
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Mraz, Amerine & Associates, Inc.
|
Apr 30, 2025 Q1 2025 |
9,070
shares
|
$243,348
0.04% of portfolio
|
Q2 2024
Reduced 4.22%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
May 01, 2025 Q1 2025 |
8,934
shares
|
$239,699
0.11% of portfolio
|
Q1 2025
Added 6.9%
|
|
|
Sutton Place Investors LLC
Katonah, NY |
Apr 29, 2025 Q1 2025 |
8,805
shares
|
$236,238
0.16% of portfolio
|
Q1 2025
Added 1.72%
|
|
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
Apr 23, 2025 Q1 2025 |
8,608
shares
|
$230,952
0.27% of portfolio
|
Q1 2025
Added 0.17%
|
|
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
Apr 22, 2025 Q1 2025 |
8,312
shares
|
$223,010
0.09% of portfolio
|
Q1 2025
Reduced 9.18%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
8,036
shares
|
$215,605
0.01% of portfolio
|
Q4 2024
Added 0.09%
|