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 184 institutions that hold shares in the stock, with a total of 21.4 Million shares, which have been reported (via 13F filing form) to have a value of $580 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Evergreen Capital Management LLC
Bellevue, WA |
Feb 13, 2025 Q4 2024 |
7,900
shares
|
$214,248
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
7,706
shares
|
$208,986
0.0% of portfolio
|
Q4 2024
Added 280.17%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
6,998
shares
|
$189,785
0.01% of portfolio
|
Q4 2024
Added 53.03%
|
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
Feb 11, 2025 Q4 2024 |
6,708
shares
|
$181,920
0.13% of portfolio
|
Q3 2024
Added 0.65%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Feb 14, 2025 Q4 2024 |
6,248
shares
|
$169,445
0.0% of portfolio
|
Q4 2024
Added 2.81%
|
|
|
Citigroup Inc
|
Feb 12, 2025 Q4 2024 |
5,129
shares
|
$139,098
0.0% of portfolio
|
Q4 2024
Added 134.74%
|
|
|
Phillips Financial Management, LLC
|
Feb 10, 2025 Q4 2024 |
4,979
shares
|
$135,030
0.01% of portfolio
|
Q4 2024
Added 0.36%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Feb 14, 2025 Q4 2024 |
4,960
shares
|
$134,515
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jan 10, 2025 Q4 2024 |
4,703
shares
|
$127,545
0.1% of portfolio
|
Q3 2024
Added 1.38%
|
|
|
Red Lighthouse Investment Management, LLC
New York, NY |
Feb 07, 2025 Q4 2024 |
4,398
shares
|
$119,273
0.05% of portfolio
|
Q4 2023
Reduced 14.97%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Feb 12, 2025 Q4 2024 |
4,281
shares
|
$116,100
0.0% of portfolio
|
Q4 2024
Reduced 12.93%
|
|
|
Vestor Capital, LLC
Chicago, IL |
Feb 11, 2025 Q4 2024 |
3,700
shares
|
$100,344
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Avondale Wealth Management
|
Jan 10, 2025 Q4 2024 |
2,000
shares
|
$54,240
0.03% of portfolio
|
Q2 2024
Reduced 50.0%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Feb 06, 2025 Q4 2024 |
1,996
shares
|
$54,131
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Feb 11, 2025 Q4 2024 |
1,731
shares
|
$46,944
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Uma Financial Services, Inc.
|
Feb 12, 2025 Q4 2024 |
1,721
shares
|
$46,673
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
1,448
shares
|
$39,269
0.02% of portfolio
|
Q1 2024
Added 3.35%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
1,375
shares
|
$37,290
0.0% of portfolio
|
Q4 2024
Added 0.44%
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
Jan 28, 2025 Q4 2024 |
910
shares
|
$24,679
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Feb 14, 2025 Q4 2024 |
794
shares
|
$21,533
0.0% of portfolio
|
Q3 2024
Reduced 3.17%
|
|
|
Mc Ilrath & Eck, LLC
|
Feb 14, 2025 Q4 2024 |
793
shares
|
$21,506
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
768
shares
|
$20,828
0.0% of portfolio
|
Q4 2024
Added 3.09%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Feb 04, 2025 Q4 2024 |
454
shares
|
$12,312
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Your Advocates Ltd., LLP
Houston, TX |
Feb 03, 2025 Q4 2024 |
427
shares
|
$11,580
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Accredited Wealth Management, LLC
Louisville, KY |
Feb 14, 2025 Q4 2024 |
400
shares
|
$10,848
0.01% of portfolio
|
Q4 2024
New holding
|