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 183 institutions that hold shares in the stock, with a total of 21.4 Million shares, which have been reported (via 13F filing form) to have a value of $588 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
48,971
shares
|
$1.35 Million
0.0% of portfolio
|
Q4 2024
Added 2.81%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
46,995
shares
|
$1.29 Million
0.04% of portfolio
|
Q4 2024
Added 40.8%
|
|
|
Foundation Wealth Management, Llc\Pa
Media, PA |
Feb 11, 2025 Q4 2024 |
45,403
shares
|
$1.25 Million
0.58% of portfolio
|
Q4 2024
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
44,871
shares
|
$1.23 Million
0.0% of portfolio
|
Q4 2024
Reduced 1.35%
|
|
|
Brainard Capital Management LLC
Austin, TX |
May 09, 2023 Q1 2023 |
44,690
shares
|
$1.23 Million
0.8% of portfolio
|
Q1 2023
Added 35.28%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jan 15, 2025 Q4 2024 |
44,595
shares
|
$1.23 Million
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
44,306
shares
|
$1.22 Million
0.04% of portfolio
|
Q3 2023
Added 13.85%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Feb 14, 2025 Q4 2024 |
44,091
shares
|
$1.21 Million
0.11% of portfolio
|
Q4 2024
Added 8.32%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
43,717
shares
|
$1.2 Million
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Pinney & Scofield, Inc.
Cambridge, MA |
Feb 18, 2025 Q4 2024 |
40,835
shares
|
$1.12 Million
0.81% of portfolio
|
Q4 2024
New holding
|
|
|
Matisse Capital
|
Jan 24, 2025 Q4 2024 |
39,760
shares
|
$1.09 Million
0.54% of portfolio
|
Q4 2024
Reduced 1.49%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
38,987
shares
|
$1.07 Million
0.01% of portfolio
|
Q4 2024
Added 34.05%
|
|
|
Strata Wealth Advisors, LLC
Dallas, TX |
Jan 31, 2025 Q4 2024 |
36,891
shares
|
$1.01 Million
0.3% of portfolio
|
Q4 2024
Added 8.28%
|
|
|
Triad Financial Advisors, Inc.
Greensboro, NC |
Nov 02, 2023 Q3 2023 |
35,824
shares
|
$985,160
0.32% of portfolio
|
Q3 2023
Added 27.51%
|
|
|
Vantage Point Financial LLC
Lisle, IL |
Jan 24, 2025 Q4 2024 |
35,688
shares
|
$981,420
0.5% of portfolio
|
Q4 2024
New holding
|
|
|
Monograph Wealth Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
34,685
shares
|
$953,837
0.13% of portfolio
|
Q2 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
32,668
shares
|
$898,370
0.0% of portfolio
|
Q4 2024
Added 5.55%
|
|
|
Oceanside Advisors LLC
Mount Pleasant, SC |
Jan 29, 2025 Q4 2024 |
32,418
shares
|
$891,495
0.63% of portfolio
|
Q4 2024
Added 14.14%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Feb 20, 2025 Q4 2024 |
32,308
shares
|
$888,470
0.02% of portfolio
|
Q4 2024
Added 282.84%
|
|
|
Efficient Frontier Advisors LLC
Eastford, CT |
Jan 28, 2025 Q4 2024 |
32,105
shares
|
$882,887
0.56% of portfolio
|
Q3 2024
Added 108.94%
|
|
|
Gibson Capital, LLC
Wexford, PA |
Feb 12, 2025 Q4 2024 |
31,982
shares
|
$879,505
0.18% of portfolio
|
Q4 2023
Reduced 34.71%
|
|
|
Versant Capital Management, Inc
|
Jan 02, 2025 Q4 2024 |
29,834
shares
|
$820,435
0.17% of portfolio
|
Q4 2024
Added 22.56%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
28,460
shares
|
$782,650
0.0% of portfolio
|
Q3 2024
Added 31.11%
|
|
|
Schubert & CO
|
Jan 31, 2025 Q4 2024 |
28,315
shares
|
$778,662
0.64% of portfolio
|
Q4 2024
Reduced 0.09%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jan 24, 2025 Q4 2024 |
28,117
shares
|
$773,217
0.02% of portfolio
|
Q4 2024
Added 34.38%
|