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 197 institutions that hold shares in the stock, with a total of 23.6 Million shares, which have been reported (via 13F filing form) to have a value of $633 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Financial Architects, LLC
Woodstock, GA |
Apr 29, 2025 Q1 2025 |
253,730
shares
|
$6.81 Million
4.38% of portfolio
|
Q1 2025
Added 2.29%
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
253,131
shares
|
$6.79 Million
0.01% of portfolio
|
Q1 2025
Added 0.42%
|
|
|
Von Borstel & Associates, Inc.
The Dalles, OR |
Apr 29, 2025 Q1 2025 |
244,802
shares
|
$6.57 Million
1.98% of portfolio
|
Q1 2025
Added 30.24%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Apr 25, 2025 Q1 2025 |
219,339
shares
|
$5.88 Million
0.96% of portfolio
|
Q1 2025
Added 1.0%
|
|
|
Aveo Capital Partners, LLC
|
May 12, 2025 Q1 2025 |
209,577
shares
|
$5.62 Million
1.07% of portfolio
|
Q1 2025
Reduced 17.17%
|
|
|
Vestmark Advisory Solutions, Inc.
|
May 13, 2025 Q1 2025 |
202,881
shares
|
$5.44 Million
0.15% of portfolio
|
Q1 2025
Added 10.23%
|
|
|
Betterment LLC
New York, NY |
May 15, 2025 Q1 2025 |
200,687
shares
|
$5.38 Million
0.01% of portfolio
|
Q1 2025
Added 57.54%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
198,255
shares
|
$5.32 Million
0.07% of portfolio
|
Q1 2025
Reduced 0.43%
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
195,483
shares
|
$5.24 Million
0.49% of portfolio
|
Q4 2023
Added 1.83%
|
|
|
Cordant, Inc.
Portland, OR |
Apr 21, 2025 Q1 2025 |
181,552
shares
|
$4.87 Million
2.56% of portfolio
|
Q1 2025
Added 5.17%
|
|
|
Pb Mares Wealth Management LLC
|
Apr 23, 2025 Q1 2025 |
176,024
shares
|
$4.72 Million
0.97% of portfolio
|
Q1 2025
Added 2.83%
|
|
|
Sterling Financial Planning, Inc.
|
Apr 28, 2025 Q1 2025 |
175,669
shares
|
$4.71 Million
1.78% of portfolio
|
Q1 2025
Added 13.6%
|
|
|
Tortoise Investment Management, LLC
|
May 14, 2025 Q1 2025 |
161,936
shares
|
$4.34 Million
0.49% of portfolio
|
Q1 2025
Added 19.65%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Apr 10, 2025 Q1 2025 |
156,489
shares
|
$4.2 Million
0.75% of portfolio
|
Q1 2025
Added 4.3%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
151,343
shares
|
$4.06 Million
0.03% of portfolio
|
Q1 2025
Reduced 8.08%
|
|
|
United Wealth Management, LLC
Charlottesville, VA |
May 01, 2025 Q1 2025 |
149,525
shares
|
$4.01 Million
1.27% of portfolio
|
Q1 2025
Added 20.4%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
146,643
shares
|
$3.93 Million
0.02% of portfolio
|
Q2 2023
Added 295.21%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
139,923
shares
|
$3.75 Million
0.01% of portfolio
|
Q1 2025
Added 8.86%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
131,370
shares
|
$3.52 Million
0.0% of portfolio
|
Q1 2025
Reduced 13.43%
|
|
|
Mills Wealth Advisors LLC
Southlake, TX |
Apr 29, 2025 Q1 2025 |
130,094
shares
|
$3.49 Million
1.87% of portfolio
|
Q1 2025
Added 12.86%
|
|
|
Timonier Family Office, Ltd.
Winston Salem, NC |
Apr 23, 2025 Q1 2025 |
126,341
shares
|
$3.39 Million
1.51% of portfolio
|
Q1 2025
Added 19.41%
|
|
|
Relaxing Retirement Coach
|
Jul 26, 2023 Q2 2023 |
124,616
shares
|
$3.34 Million
0.95% of portfolio
|
Q2 2023
Added 2.39%
|
|
|
Maryland Capital Advisors Inc.
|
May 06, 2025 Q1 2025 |
122,260
shares
|
$3.28 Million
1.5% of portfolio
|
Q1 2025
Added 11.78%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
May 15, 2025 Q1 2025 |
121,594
shares
|
$3.26 Million
0.01% of portfolio
|
Q1 2025
Added 2.1%
|
|
|
Savant Capital, LLC
|
May 08, 2025 Q1 2025 |
106,281
shares
|
$2.85 Million
0.02% of portfolio
|
Q1 2025
Reduced 40.88%
|