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 208 institutions that hold shares in the stock, with a total of 24.6 Million shares, which have been reported (via 13F filing form) to have a value of $766 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
2,525,043
shares
|
$78.6 Million
5.65% of portfolio
|
Q1 2025
Added 1.7%
|
|
|
Ritholtz Wealth Management
|
Jul 28, 2025 Q2 2025 |
1,247,799
shares
|
$38.8 Million
0.84% of portfolio
|
Q2 2025
Added 23.74%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
1,214,257
shares
|
$37.8 Million
0.03% of portfolio
|
Q2 2025
Added 166.65%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
942,664
shares
|
$29.3 Million
0.04% of portfolio
|
Q2 2025
Added 3.81%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
877,088
shares
|
$27.3 Million
0.01% of portfolio
|
Q2 2025
Added 5.14%
|
|
|
True Wealth Design, LLC
Akron, OH |
Aug 06, 2025 Q2 2025 |
746,985
shares
|
$23.2 Million
7.89% of portfolio
|
Q2 2025
Reduced 7.32%
|
|
|
Sensible Money, LLC
Scottsdale, AZ |
Aug 04, 2025 Q2 2025 |
688,611
shares
|
$21.4 Million
7.83% of portfolio
|
Q2 2025
Added 8.11%
|
|
|
Marquette Asset Management, LLC
|
Jul 15, 2025 Q2 2025 |
654,800
shares
|
$20.4 Million
3.3% of portfolio
|
Q2 2025
Added 1.85%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
611,911
shares
|
$19 Million
0.02% of portfolio
|
Q3 2024
Added 26.62%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
548,406
shares
|
$17.1 Million
0.18% of portfolio
|
Q2 2025
Reduced 0.96%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Jul 30, 2025 Q2 2025 |
539,495
shares
|
$16.8 Million
0.59% of portfolio
|
Q2 2025
Added 9.93%
|
|
|
Strata Wealth Advisors, LLC
Dallas, TX |
Jul 30, 2025 Q2 2025 |
537,847
shares
|
$16.7 Million
4.44% of portfolio
|
Q2 2025
Added 12.9%
|
|
|
Evanson Asset Management, LLC
|
Jul 15, 2025 Q2 2025 |
476,845
shares
|
$14.8 Million
1.0% of portfolio
|
Q2 2025
Added 4.06%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
474,303
shares
|
$14.8 Million
0.04% of portfolio
|
Q2 2025
Added 2.85%
|
|
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
Jul 17, 2025 Q2 2025 |
470,016
shares
|
$14.6 Million
7.88% of portfolio
|
Q2 2025
Reduced 0.32%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Aug 06, 2025 Q2 2025 |
421,062
shares
|
$13.1 Million
0.2% of portfolio
|
Q2 2025
Added 107.54%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Jul 30, 2025 Q2 2025 |
403,824
shares
|
$12.6 Million
1.02% of portfolio
|
Q2 2025
Reduced 5.51%
|
|
|
Index Fund Advisors, Inc.
|
Jul 25, 2025 Q2 2025 |
365,272
shares
|
$11.4 Million
0.64% of portfolio
|
Q2 2025
Added 9.62%
|
|
|
Opes Wealth Management LLC
Menlo Park, CA |
Jul 30, 2025 Q2 2025 |
335,130
shares
|
$10.4 Million
1.82% of portfolio
|
Q2 2025
Added 1.35%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
325,631
shares
|
$10.1 Million
0.0% of portfolio
|
Q2 2025
Added 316.81%
|
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Jul 09, 2025 Q2 2025 |
323,304
shares
|
$10.1 Million
1.16% of portfolio
|
Q2 2025
Added 2.85%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Jul 09, 2025 Q2 2025 |
320,787
shares
|
$9.98 Million
0.28% of portfolio
|
Q2 2025
Added 14.22%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
301,362
shares
|
$9.38 Million
0.08% of portfolio
|
Q2 2025
Added 12.71%
|
|
|
Blume Capital Management, Inc.
Berkeley, CA |
Jul 30, 2025 Q2 2025 |
260,708
shares
|
$8.11 Million
1.62% of portfolio
|
Q2 2025
Added 1.42%
|
|
|
Financial Architects, LLC
Woodstock, GA |
Jul 21, 2025 Q2 2025 |
254,015
shares
|
$7.9 Million
4.63% of portfolio
|
Q2 2025
Added 0.11%
|