Dimensional Emrg MRKT ValDFEVETF
13F holders, Q2 2026 (June 30)291holders +20
36new positions
12sold out
2famous investors
$42.30avg. 13F price*
At the end of Q2 2026, 291 institutions reported holding Dimensional Emrg MRKT Val (DFEV) in their 13F filings, up 20 from Q1 2026. 36 opened new positions and 12 sold out. The largest holders were Jones Financial Companies LLLP ($120.6M), Asset Dedication, LLC ($105.4M) and Ritholtz Wealth Management ($62.3M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Dimensional Emrg MRKT Val
- CUSIP
- 25434V740
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 36 | $33.4M |
| Exits | 12 | $21.3M |
All 13F filers, Q1 2026 → Q2 2026: 7,377,992 shares bought and 1,138,928 shares sold, net +6,239,064 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 291 holders
| Jones Financial Companies LLLP | 0.05% | Add +40.1% | 2,878,443 | $120.6M |
| Asset Dedication, LLC | 6.63% | Reduce -3.3% | 2,469,715 | $105.4M |
| Ritholtz Wealth Management | 0.93% | Add +2.5% | 1,460,337 | $62.3M |
| Root Financial Partners, LLC | 2.10% | Add +764.8% | 1,268,143 | $54.1M |
| Vise Technologies, Inc. | 0.61% | Add +528.3% | 1,259,797 | $53.8M |
| Savant Capital, LLC | 0.13% | Add +545.1% | 1,058,000 | $43.9M |
| Raymond James Financial Inc. | 0.01% | Add +3.8% | 1,025,227 | $43.7M |
| HighTower Advisors, LLC | 0.04% | Add +2.5% | 978,026 | $41.7M |
| B&D White Capital Company, LLC | 3.43% | Add +37.5% | 807,853 | $34.5M |
| Beacon Pointe Advisors, LLC | 0.15% | Add +24.0% | 751,387 | $32.1M |
| Sensible Money, LLC | 8.46% | Reduce -1.4% | 748,053 | $31.9M |
| FMR LLC | 0.00% | Reduce -4.4% | 701,652 | $29.9M |
| True Wealth Design, LLC | 7.05% | Reduce -1.0% | 694,242 | $29.6M |
| Marquette Asset Management, LLC | 3.70% | Reduce -0.3% | 673,678 | $28.7M |
| Family Investment Center, Inc. | 4.28% | Add +6.1% | 604,094 | $25.8M |
| Janney Montgomery Scott LLC | 0.05% | Add +1.9% | 590,477 | $25.2M |
| Evanson Financial, LLC | 1.21% | — | 579,631 | $24.7M |
| NorthAvenue LLC | 16.45% | Reduce -2.0% | 538,310 | $23.0M |
| Cambridge Financial Group, LLC | 6.80% | Reduce -0.2% | 505,917 | $21.6M |
| Index Fund Advisors, Inc. | 0.85% | Add +2.6% | 501,178 | $21.4M |
| Eagle Wealth Strategies LLC | 7.89% | Reduce -1.0% | 483,697 | $20.6M |
| Alesco Advisors, LLC, An ESL Co | 0.46% | Add +4.3% | 467,149 | $19.9M |
| Strata Wealth Advisors, LLC | 4.73% | Add +10.5% | 455,010 | $19.4M |
| Penserra Capital Management LLC | 0.14% | Reduce -16.8% | 411,618 | $17.6M |
| Royal Bank of Canada | 0.00% | Add +21.4% | 370,885 | $15.8M |
| Bank of America Corp. | 0.00% | Add +153.1% | 347,527 | $14.8M |
| EP Wealth Advisors, LLC | 0.06% | Add +2033.9% | 341,314 | $14.6M |
| Graves Light Lenhart Wealth, Inc. | 1.35% | Reduce -1.8% | 339,406 | $14.5M |
| Guardian Wealth Management, LLC | 3.86% | Reduce -7.0% | 322,338 | $13.8M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +5234.8% | 310,644 | $13.3M |
| AE Wealth Management LLC | 0.05% | Add +0.2% | 275,843 | $11.8M |
| Jane Street Group, LLC | 0.01% | New | 273,436 | $11.7M |
| Financial Architects, LLC | 5.40% | Reduce -1.5% | 264,150 | $11.3M |
| Blume Capital Management, Inc. | 1.65% | Reduce -0.4% | 261,152 | $11.1M |
| SPWM Advisors LLC | 10.14% | Add +0.8% | 274,653 | $11.0M |
| Betterment LLC | 0.02% | Add +2.4% | 236,809 | $10.1M |
| Natixis Advisors, LLC | 0.01% | Add +29.0% | 234,966 | $10.0M |
| Cerity Partners LLC | 0.01% | Add +1056.0% | 229,792 | $9.8M |
| Vestmark Advisory Solutions, Inc. | 0.09% | Reduce -0.1% | 228,087 | $9.7M |
| Freedom Investment Management, Inc. | 2.71% | Reduce -11.5% | 227,828 | $9.7M |
| von Borstel & Associates, Inc. | 1.96% | Reduce -3.5% | 223,617 | $9.5M |
| Cordant, Inc. | 3.21% | Reduce -0.0% | 208,986 | $8.9M |
| Tortoise Investment Management, LLC | 0.64% | Reduce -2.0% | 199,815 | $8.5M |
| Mills Wealth Advisors LLC | 2.63% | Add +11.2% | 195,432 | $8.3M |
| DiNuzzo Private Wealth, Inc. | 0.81% | Reduce -6.2% | 192,576 | $8.2M |
| Envestnet Asset Management Inc. | 0.00% | Add +12.0% | 187,074 | $8.0M |
| Apella Capital, LLC | 0.11% | Add +3.3% | 190,445 | $7.8M |
| Vestia Personal Wealth Advisors | 3.01% | Add +118.9% | 367,532 | $7.7M |
| Waverly Advisors, LLC | 0.04% | Reduce -4.6% | 178,657 | $7.6M |
| Mercer Global Advisors Inc. | 0.01% | Add +32.2% | 176,860 | $7.5M |
| Estate Counselors, LLC | 0.64% | Reduce -4.6% | 175,090 | $7.5M |
| Sterling Financial Planning, Inc. | 2.01% | Reduce -2.1% | 173,234 | $7.4M |
| United Wealth Management, LLC | 1.55% | Reduce -0.8% | 161,153 | $6.9M |
| Moneta Group Investment Advisors LLC | 0.05% | Reduce -3.9% | 152,178 | $6.5M |
| Breakwater Capital Group | 0.77% | Reduce -2.9% | 149,813 | $6.4M |
| Timonier Family Office, LTD. | 1.79% | — | 148,895 | $6.4M |
| Sax Wealth Advisors, LLC | 0.26% | Add +44.7% | 176,662 | $6.3M |
| Steward Partners Investment Advisory, LLC | 0.03% | Add +30.8% | 145,847 | $6.2M |
| Creative Planning | 0.00% | Add +2.3% | 143,196 | $6.1M |
| Integrity Advisory Solutions, LLC | 0.62% | Add +3.5% | 142,291 | $6.1M |
| Versant Capital Management, Inc | 0.53% | Add +76.9% | 138,902 | $5.9M |
| Truist Financial Corp. | 0.01% | Add +12.8% | 137,162 | $5.9M |
| Farther Finance Advisors, LLC | 0.04% | Add +4.5% | 131,189 | $5.6M |
| Mission Wealth Management, LP | 0.07% | New | 127,114 | $5.4M |
| Maryland Capital Advisors Inc. | 1.71% | — | 125,110 | $5.3M |
| Focus Partners Advisor Solutions, LLC | 0.05% | Add +348.3% | 124,971 | $5.3M |
| McCartney Wealth Management LLC | 3.86% | Add +2.3% | 119,413 | $5.1M |
| Dravo Bay LLC | 1.76% | Add +5.7% | 119,393 | $5.1M |
| Baird Financial Group, Inc. | 0.01% | Add +4.0% | 116,550 | $5.0M |
| Eq Wealth Advisors, LLC | 2.70% | Reduce -1.6% | 114,988 | $4.9M |
| OneDigital Investment Advisors LLC | 0.04% | Add +9.8% | 111,781 | $4.8M |
| United Asset Strategies, Inc. | 0.33% | Add +58.5% | 108,298 | $4.6M |
| Corient Private Wealth LP | 0.01% | Reduce -6.8% | 104,468 | $4.5M |
| Integrity Alliance, Llc. | 0.14% | Reduce -8.0% | 102,048 | $4.4M |
| White Wing Wealth Management | 2.20% | Reduce -2.5% | 98,866 | $4.2M |
| Composition Wealth, LLC | 0.05% | Reduce -4.0% | 98,525 | $4.2M |
| Wealth Advisors Northwest LLC | 1.39% | Add +3.2% | 95,185 | $4.1M |
| Chicago Partners Investment Group LLC | 0.08% | Add +5.6% | 99,932 | $4.1M |
| Pathstone Holdings, LLC | 0.01% | Reduce -3.2% | 92,673 | $4.0M |
| NewEdge Advisors, LLC | 0.01% | Add +2.6% | 89,928 | $3.8M |
| Verum Partners LLC | 0.57% | Reduce 0.0% | 88,972 | $3.8M |
| Golden Bell Financial Planning LLC | 2.72% | Add +1.5% | 86,555 | $3.7M |
| Astra Wealth Partners LLC | 2.05% | Reduce -0.7% | 86,449 | $3.7M |
| Foundry Financial LLC | 1.20% | Add +7.9% | 83,616 | $3.6M |
| Glass Jacobson Investment Advisors llc | 1.11% | Add +2.9% | 83,399 | $3.6M |
| Lam Group, Inc. | 1.74% | No change | 82,260 | $3.5M |
| Brookstone Capital Management | 0.03% | Add +745.5% | 78,500 | $3.3M |
| Osaic Holdings, Inc. | 0.00% | Add +126.1% | 72,963 | $3.1M |
| Schwarz Dygos Wheeler Investment Advisors LLC | 0.59% | Reduce -2.5% | 72,816 | $3.1M |
| Integrated Wealth Concepts LLC | 0.02% | Add +3.6% | 69,495 | $3.0M |
| Commonwealth Equity Services, LLC | 0.00% | Add +2.3% | 67,229 | $2.9M |
| Viaable, LLC | 2.32% | — | 67,231 | $2.8M |
| Main Street Financial Solutions, LLC | 0.18% | Reduce -5.4% | 64,445 | $2.7M |
| Sequoia Financial Advisors, LLC | 0.01% | Reduce -0.2% | 61,518 | $2.6M |
| Parkshore Wealth Management, Inc. | 0.74% | Add +22.7% | 60,796 | $2.6M |
| Northern Trust Corp. | 0.00% | New | 60,790 | $2.6M |
| ARK & TLK Investments, LLC | 0.63% | Add +7.3% | 59,470 | $2.5M |
| JPMorgan Chase & Co. | 0.00% | Add +1.9% | 58,295 | $2.5M |
| McGrath & Associates, Inc. | 3.16% | Add +2.3% | 56,926 | $2.4M |
| Abel Hall, LLC | 0.42% | Add +1.8% | 56,567 | $2.4M |
"% of holder's portfolio" is DFEV's weight in each manager's 13F, not the share of Dimensional Emrg MRKT Val the manager owns.