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 217 institutions that hold shares in the stock, with a total of 25.4 Million shares, which have been reported (via 13F filing form) to have a value of $814 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
10,363
shares
|
$332,548
0.02% of portfolio
|
Q3 2022
Reduced 52.67%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Aug 13, 2025 Q2 2025 |
10,265
shares
|
$329,403
0.12% of portfolio
|
Q2 2025
Added 14.9%
|
|
|
Brookstone Capital Management
|
Oct 15, 2025 Q3 2025 |
10,009
shares
|
$321,188
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
9,832
shares
|
$315,508
0.01% of portfolio
|
Q2 2025
Added 1.48%
|
|
|
Rockwood Wealth Management, LLC
New Hope, PA |
Oct 10, 2025 Q3 2025 |
9,818
shares
|
$315,059
0.03% of portfolio
|
Q4 2024
Added 0.44%
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Jul 21, 2025 Q2 2025 |
9,790
shares
|
$314,161
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
9,736
shares
|
$312,428
0.0% of portfolio
|
Q2 2025
Added 0.8%
|
|
|
Xy Planning Network, Inc.
Bozeman, MT |
Jul 16, 2025 Q2 2025 |
9,687
shares
|
$310,855
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
First Financial Group Corp
Raleigh, NC |
Jul 23, 2025 Q2 2025 |
9,380
shares
|
$301,004
0.27% of portfolio
|
Q2 2025
Added 23.75%
|
|
|
Mraz, Amerine & Associates, Inc.
|
Jul 22, 2025 Q2 2025 |
9,070
shares
|
$291,056
0.05% of portfolio
|
Q2 2024
Reduced 4.22%
|
|
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
Oct 23, 2025 Q3 2025 |
8,661
shares
|
$277,931
0.19% of portfolio
|
Q2 2025
Added 0.62%
|
|
|
Mattern Capital Management, LLC
Lakewood, CO |
Oct 21, 2025 Q3 2025 |
8,555
shares
|
$274,529
0.03% of portfolio
|
Q3 2025
Added 13.87%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
8,535
shares
|
$273,888
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
8,457
shares
|
$271,385
0.0% of portfolio
|
Q2 2025
Added 53.88%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
8,208
shares
|
$263,394
0.0% of portfolio
|
Q2 2025
Reduced 24.45%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
8,041
shares
|
$258,035
0.01% of portfolio
|
Q2 2025
Reduced 1.97%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
7,884
shares
|
$252,997
0.0% of portfolio
|
Q2 2025
Added 4.94%
|
|
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
Jul 17, 2025 Q2 2025 |
7,667
shares
|
$246,034
0.09% of portfolio
|
Q2 2025
Reduced 7.76%
|
|
|
Cloud Capital Management, LLC
Seattle, WA |
Aug 05, 2025 Q2 2025 |
7,477
shares
|
$239,936
0.15% of portfolio
|
Q2 2025
Added 5.41%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
7,407
shares
|
$237,690
0.0% of portfolio
|
Q2 2025
Reduced 40.84%
|
|
|
Gemmer Asset Management LLC
|
Oct 15, 2025 Q3 2025 |
7,353
shares
|
$235,957
0.02% of portfolio
|
Q3 2025
Reduced 0.58%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
7,324
shares
|
$235,027
0.0% of portfolio
|
Q2 2025
Reduced 26.76%
|
|
|
Shearwater Capital LLC
|
Oct 16, 2025 Q3 2025 |
6,967
shares
|
$223,571
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Great Valley Advisor Group, Inc.
|
Aug 14, 2025 Q2 2025 |
6,956
shares
|
$223,218
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Phillips Financial Management, LLC
|
Oct 24, 2025 Q3 2025 |
6,395
shares
|
$205,215
0.01% of portfolio
|
Q3 2025
Added 15.56%
|