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 186 institutions that hold shares in the stock, with a total of 21.5 Million shares, which have been reported (via 13F filing form) to have a value of $568 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Asset Dedication, LLC
|
Jan 22, 2025 Q4 2024 |
2,482,787
shares
|
$65.5 Million
5.21% of portfolio
|
Q4 2024
Added 4.05%
|
|
|
Ritholtz Wealth Management
|
Apr 16, 2025 Q1 2025 |
1,008,414
shares
|
$26.6 Million
0.83% of portfolio
|
Q1 2025
Reduced 0.91%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
915,529
shares
|
$24.2 Million
0.03% of portfolio
|
Q4 2024
Reduced 7.35%
|
|
|
True Wealth Design, LLC
Akron, OH |
Feb 14, 2025 Q4 2024 |
807,512
shares
|
$21.3 Million
8.21% of portfolio
|
Q4 2024
Added 2.68%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
769,651
shares
|
$20.3 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Marquette Asset Management, LLC
|
Apr 09, 2025 Q1 2025 |
642,896
shares
|
$17 Million
3.08% of portfolio
|
Q1 2025
Reduced 0.04%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Feb 14, 2025 Q4 2024 |
628,445
shares
|
$16.6 Million
0.19% of portfolio
|
Q4 2024
Reduced 0.63%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
611,911
shares
|
$16.2 Million
0.02% of portfolio
|
Q3 2024
Added 26.62%
|
|
|
Sensible Money, LLC
Scottsdale, AZ |
Jan 28, 2025 Q4 2024 |
597,435
shares
|
$15.8 Million
6.86% of portfolio
|
Q4 2024
Added 2.57%
|
|
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
Apr 14, 2025 Q1 2025 |
471,548
shares
|
$12.4 Million
7.83% of portfolio
|
Q1 2025
New holding
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
461,176
shares
|
$12.2 Million
0.04% of portfolio
|
Q1 2025
Reduced 0.98%
|
|
|
Evanson Asset Management, LLC
|
Apr 21, 2025 Q1 2025 |
458,246
shares
|
$12.1 Million
0.93% of portfolio
|
Q1 2025
Reduced 1.87%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Feb 06, 2025 Q4 2024 |
441,801
shares
|
$11.7 Million
0.43% of portfolio
|
Q4 2024
Added 6.39%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Feb 13, 2025 Q4 2024 |
429,399
shares
|
$11.3 Million
0.98% of portfolio
|
Q4 2024
Reduced 0.49%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Apr 24, 2025 Q1 2025 |
380,846
shares
|
$10.1 Million
1.1% of portfolio
|
Q1 2025
Reduced 8.02%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
346,817
shares
|
$9.16 Million
0.0% of portfolio
|
Q4 2024
Added 64.56%
|
|
|
Opes Wealth Management LLC
Menlo Park, CA |
Jan 30, 2025 Q4 2024 |
337,665
shares
|
$8.91 Million
1.82% of portfolio
|
Q4 2024
Added 3.69%
|
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Apr 09, 2025 Q1 2025 |
314,354
shares
|
$8.3 Million
1.05% of portfolio
|
Q1 2025
Added 4.75%
|
|
|
Index Fund Advisors, Inc.
|
Jan 29, 2025 Q4 2024 |
311,118
shares
|
$8.21 Million
0.45% of portfolio
|
Q4 2024
Added 9.12%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
262,219
shares
|
$6.92 Million
0.01% of portfolio
|
Q4 2024
Added 554.76%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Feb 06, 2025 Q4 2024 |
258,073
shares
|
$6.81 Million
0.21% of portfolio
|
Q4 2024
Added 9.03%
|
|
|
Aveo Capital Partners, LLC
|
Jan 30, 2025 Q4 2024 |
253,025
shares
|
$6.68 Million
0.77% of portfolio
|
Q4 2024
Reduced 8.68%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
252,065
shares
|
$6.65 Million
0.01% of portfolio
|
Q4 2024
Added 79.85%
|
|
|
Financial Architects, LLC
Woodstock, GA |
Jan 27, 2025 Q4 2024 |
248,045
shares
|
$6.55 Million
4.17% of portfolio
|
Q4 2024
Added 3.69%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
244,593
shares
|
$6.46 Million
0.06% of portfolio
|
Q4 2024
Added 13.04%
|