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 |
|---|---|---|---|---|---|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
61,616
shares
|
$1.65 Million
0.0% of portfolio
|
Q1 2025
Added 25.82%
|
|
|
Applied Capital LLC
|
Apr 22, 2025 Q1 2025 |
61,367
shares
|
$1.65 Million
0.86% of portfolio
|
Q1 2025
Added 1.26%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Apr 23, 2025 Q1 2025 |
59,783
shares
|
$1.6 Million
0.04% of portfolio
|
Q1 2025
Added 309.67%
|
|
|
Abel Hall, LLC
Baton Rouge, LA |
May 06, 2025 Q1 2025 |
58,854
shares
|
$1.58 Million
0.96% of portfolio
|
Q1 2025
Added 6.55%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
May 14, 2025 Q1 2025 |
53,803
shares
|
$1.44 Million
0.11% of portfolio
|
Q1 2025
Added 20.65%
|
|
|
En Rich Financial Partners LLC
Madison, WI |
Apr 25, 2025 Q1 2025 |
53,318
shares
|
$1.43 Million
0.48% of portfolio
|
Q1 2025
Added 1.32%
|
|
|
Versant Capital Management, Inc
|
Apr 03, 2025 Q1 2025 |
52,777
shares
|
$1.42 Million
0.25% of portfolio
|
Q1 2025
Added 76.9%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
47,873
shares
|
$1.28 Million
0.04% of portfolio
|
Q1 2025
Added 9.51%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
46,509
shares
|
$1.25 Million
0.0% of portfolio
|
Q1 2025
Reduced 9.79%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
46,400
shares
|
$1.24 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
45,510
shares
|
$1.22 Million
0.01% of portfolio
|
Q1 2025
Reduced 51.96%
|
|
|
Foundation Wealth Management, Llc\Pa
Media, PA |
Apr 22, 2025 Q1 2025 |
44,886
shares
|
$1.2 Million
0.58% of portfolio
|
Q1 2025
Reduced 1.14%
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
44,787
shares
|
$1.2 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.19%
|
|
|
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 |
May 15, 2025 Q1 2025 |
44,234
shares
|
$1.19 Million
0.12% of portfolio
|
Q1 2025
Added 0.32%
|
|
|
Pinney & Scofield, Inc.
Cambridge, MA |
May 09, 2025 Q1 2025 |
44,226
shares
|
$1.19 Million
0.87% of portfolio
|
Q1 2025
Added 8.3%
|
|
|
Vantage Point Financial LLC
Lisle, IL |
Apr 22, 2025 Q1 2025 |
43,884
shares
|
$1.18 Million
0.6% of portfolio
|
Q1 2025
Added 22.97%
|
|
|
Matisse Capital
|
Apr 24, 2025 Q1 2025 |
39,760
shares
|
$1.07 Million
0.58% of portfolio
|
Q4 2024
Reduced 1.49%
|
|
|
Clark Asset Management, LLC
Stratham, NH |
Apr 28, 2025 Q1 2025 |
38,558
shares
|
$1.03 Million
0.17% of portfolio
|
Q1 2025
New holding
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
38,184
shares
|
$1.02 Million
0.01% of portfolio
|
Q1 2025
Reduced 2.06%
|
|
|
Triad Financial Advisors, Inc.
Greensboro, NC |
Nov 02, 2023 Q3 2023 |
35,824
shares
|
$961,157
0.32% of portfolio
|
Q3 2023
Added 27.51%
|
|
|
Monograph Wealth Advisors, LLC
|
May 14, 2025 Q1 2025 |
34,685
shares
|
$930,598
0.14% of portfolio
|
Q2 2024
New holding
|
|
|
Schubert & CO
|
May 07, 2025 Q1 2025 |
34,297
shares
|
$920,188
0.83% of portfolio
|
Q1 2025
Added 21.13%
|
|
|
Efficient Frontier Advisors LLC
Eastford, CT |
Apr 07, 2025 Q1 2025 |
32,975
shares
|
$884,719
0.58% of portfolio
|
Q1 2025
Added 2.71%
|