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 160 institutions that hold shares in the stock, with a total of 18.9 Million shares, which have been reported (via 13F filing form) to have a value of $508 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Asset Dedication, LLC
|
Oct 15, 2024 Q3 2024 |
2,386,158
shares
|
$64.1 Million
4.64% of portfolio
|
Q3 2024
Added 4.14%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
988,144
shares
|
$26.6 Million
0.04% of portfolio
|
Q3 2024
Added 3462.55%
|
|
|
Ritholtz Wealth Management
|
Oct 10, 2024 Q3 2024 |
965,240
shares
|
$25.9 Million
0.84% of portfolio
|
Q3 2024
Added 3.53%
|
|
|
True Wealth Design, LLC
Akron, OH |
Nov 14, 2024 Q3 2024 |
786,462
shares
|
$21.1 Million
8.74% of portfolio
|
Q3 2024
Added 2.54%
|
|
|
Marquette Asset Management, LLC
|
Oct 08, 2024 Q3 2024 |
637,053
shares
|
$17.1 Million
2.88% of portfolio
|
Q3 2024
Added 0.94%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
632,422
shares
|
$17 Million
0.21% of portfolio
|
Q3 2024
Added 6.59%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
611,911
shares
|
$16.4 Million
0.02% of portfolio
|
Q3 2024
Added 26.62%
|
|
|
Sensible Money, LLC
Scottsdale, AZ |
Oct 16, 2024 Q3 2024 |
582,486
shares
|
$15.7 Million
7.24% of portfolio
|
Q3 2024
Added 5.14%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
468,382
shares
|
$12.6 Million
0.04% of portfolio
|
Q3 2024
Added 0.52%
|
|
|
Evanson Asset Management, LLC
|
Oct 07, 2024 Q3 2024 |
436,902
shares
|
$11.7 Million
0.92% of portfolio
|
Q3 2024
Added 7.08%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Nov 13, 2024 Q3 2024 |
431,524
shares
|
$11.6 Million
1.01% of portfolio
|
Q3 2024
Added 2.67%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Oct 31, 2024 Q3 2024 |
415,253
shares
|
$11.2 Million
0.43% of portfolio
|
Q3 2024
Added 11.74%
|
|
|
Family Investment Center, Inc.
Saint Joseph, MO |
Oct 24, 2024 Q3 2024 |
399,608
shares
|
$10.7 Million
3.14% of portfolio
|
Q3 2024
Added 3.61%
|
|
|
Opes Wealth Management LLC
Menlo Park, CA |
Oct 29, 2024 Q3 2024 |
325,634
shares
|
$8.75 Million
1.8% of portfolio
|
Q3 2024
Reduced 0.22%
|
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Nov 14, 2024 Q3 2024 |
295,079
shares
|
$7.93 Million
1.04% of portfolio
|
Q3 2024
Added 4.87%
|
|
|
Index Fund Advisors, Inc.
|
Oct 22, 2024 Q3 2024 |
285,127
shares
|
$7.66 Million
0.44% of portfolio
|
Q3 2024
Added 24.03%
|
|
|
Aveo Capital Partners, LLC
|
Nov 12, 2024 Q3 2024 |
277,074
shares
|
$7.45 Million
0.87% of portfolio
|
Q3 2024
Added 2.03%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 31, 2024 Q3 2024 |
270,486
shares
|
$7.27 Million
1.23% of portfolio
|
Q3 2024
Added 86.81%
|
|
|
Financial Architects, LLC
Woodstock, GA |
Oct 23, 2024 Q3 2024 |
239,215
shares
|
$6.43 Million
4.39% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Nov 12, 2024 Q3 2024 |
236,698
shares
|
$6.36 Million
0.21% of portfolio
|
Q3 2024
Added 20.65%
|
|
|
Blume Capital Management, Inc.
Berkeley, CA |
Oct 28, 2024 Q3 2024 |
234,834
shares
|
$6.31 Million
1.55% of portfolio
|
Q3 2024
Added 1.57%
|
|
|
Savant Capital, LLC
|
Nov 04, 2024 Q3 2024 |
234,276
shares
|
$6.3 Million
0.06% of portfolio
|
Q3 2024
Reduced 6.95%
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
216,376
shares
|
$5.82 Million
0.06% of portfolio
|
Q3 2024
Added 10.44%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Oct 16, 2024 Q3 2024 |
214,813
shares
|
$5.77 Million
0.96% of portfolio
|
Q3 2024
Added 0.47%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
210,749
shares
|
$5.66 Million
0.0% of portfolio
|
Q3 2024
Reduced 44.99%
|