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 |
|---|---|---|---|---|---|
|
Verum Partners LLC
Charlotte, NC |
Oct 16, 2024 Q3 2024 |
90,879
shares
|
$2.44 Million
0.76% of portfolio
|
Q3 2024
Reduced 4.22%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
83,358
shares
|
$2.24 Million
0.03% of portfolio
|
Q3 2024
Added 0.86%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 28, 2024 Q3 2024 |
81,780
shares
|
$2.2 Million
0.08% of portfolio
|
Q3 2024
Added 2.93%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
79,571
shares
|
$2.14 Million
0.01% of portfolio
|
Q3 2024
Reduced 2.11%
|
|
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
Nov 08, 2024 Q3 2024 |
76,382
shares
|
$2.05 Million
0.55% of portfolio
|
Q3 2024
Added 9.77%
|
|
|
Lam Group, Inc.
Lake Oswego, OR |
Oct 18, 2024 Q3 2024 |
74,245
shares
|
$2 Million
1.68% of portfolio
|
Q3 2024
Reduced 0.48%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
72,740
shares
|
$1.96 Million
0.02% of portfolio
|
Q3 2024
Reduced 3.08%
|
|
|
Bka Wealth Consulting, Inc.
|
Oct 08, 2024 Q3 2024 |
71,114
shares
|
$1.91 Million
2.21% of portfolio
|
Q3 2024
Added 4.36%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Nov 15, 2024 Q3 2024 |
70,754
shares
|
$1.9 Million
0.67% of portfolio
|
Q3 2024
Added 6.48%
|
|
|
Edge Financial Advisors LLC
Wheaton, IL |
Oct 25, 2024 Q3 2024 |
70,155
shares
|
$1.89 Million
1.77% of portfolio
|
Q3 2024
Added 131.15%
|
|
|
White Wing Wealth Management
The Wodlands, TX |
Oct 07, 2024 Q3 2024 |
65,172
shares
|
$1.75 Million
1.45% of portfolio
|
Q3 2024
Reduced 7.16%
|
|
|
Applied Capital LLC
|
Oct 18, 2024 Q3 2024 |
57,736
shares
|
$1.55 Million
0.89% of portfolio
|
Q3 2024
Added 1.71%
|
|
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
Nov 04, 2024 Q3 2024 |
54,582
shares
|
$1.47 Million
1.46% of portfolio
|
Q3 2024
Added 10.15%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
53,552
shares
|
$1.44 Million
0.0% of portfolio
|
Q3 2024
Reduced 2.49%
|
|
|
En Rich Financial Partners LLC
Madison, WI |
Nov 07, 2024 Q3 2024 |
53,140
shares
|
$1.43 Million
0.51% of portfolio
|
Q3 2024
Reduced 0.04%
|
|
|
Abel Hall, LLC
Baton Rouge, LA |
Nov 15, 2024 Q3 2024 |
51,630
shares
|
$1.39 Million
0.96% of portfolio
|
Q3 2024
Reduced 3.03%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
47,632
shares
|
$1.28 Million
0.0% of portfolio
|
Q3 2024
Added 0.1%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
45,484
shares
|
$1.22 Million
0.0% of portfolio
|
Q3 2024
Reduced 4.4%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
45,160
shares
|
$1.21 Million
0.0% of portfolio
|
Q3 2024
Added 15.27%
|
|
|
Brainard Capital Management LLC
Austin, TX |
May 09, 2023 Q1 2023 |
44,690
shares
|
$1.2 Million
0.8% of portfolio
|
Q1 2023
Added 35.28%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
44,306
shares
|
$1.19 Million
0.04% of portfolio
|
Q3 2023
Added 13.85%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Nov 14, 2024 Q3 2024 |
40,706
shares
|
$1.09 Million
0.08% of portfolio
|
Q3 2024
Added 13.72%
|
|
|
Matisse Capital
|
Oct 17, 2024 Q3 2024 |
40,360
shares
|
$1.08 Million
0.56% of portfolio
|
Q4 2023
Added 4.56%
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
40,048
shares
|
$1.08 Million
0.0% of portfolio
|
Q3 2024
Added 25246.84%
|
|
|
Triad Financial Advisors, Inc.
Greensboro, NC |
Nov 02, 2023 Q3 2023 |
35,824
shares
|
$962,949
0.32% of portfolio
|
Q3 2023
Added 27.51%
|