Dimensional Emrg MRKT ValDFEVETF
13F holders, Q1 2024 (March 31)126holders
1famous investor
$25.98avg. 13F price*
At the end of Q1 2024, 126 institutions reported holding Dimensional Emrg MRKT Val (DFEV) in their 13F filings. The largest holders were Asset Dedication, LLC ($56.2M), Ritholtz Wealth Management ($24.0M) and True Wealth Design, LLC ($19.9M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Dimensional Emrg MRKT Val
- CUSIP
- 25434V740
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 9 | $6.2M |
| Exits | 5 | $1.9M |
Ownership 126 holders
| Asset Dedication, LLC | 4.19% | Add +6.4% | 2,162,013 | $56.2M |
| Ritholtz Wealth Management | 0.83% | Add +3.6% | 924,188 | $24.0M |
| True Wealth Design, LLC | 4.96% | Add +3.6% | 767,213 | $19.9M |
| Marquette Asset Management, LLC | 2.79% | Add +0.8% | 620,351 | $16.1M |
| Beacon Pointe Advisors, LLC | 0.17% | Add +4.0% | 572,745 | $14.9M |
| Sensible Money, LLC | 6.57% | Add +13.3% | 470,788 | $12.2M |
| Janney Montgomery Scott LLC | 0.04% | Reduce -0.7% | 460,938 | $12.0M |
| Cambridge Financial Group, LLC | 5.43% | Add +5.9% | 439,946 | $11.4M |
| Raymond James Financial Services Advisors, Inc. | 0.02% | Add +8.5% | 433,393 | $11.3M |
| Freedom Investment Management, Inc. | 0.88% | Reduce -2.6% | 420,979 | $10.9M |
| Jane Street Group, LLC | 0.01% | Add +38.2% | 398,116 | $10.3M |
| Evanson Asset Management, LLC | 0.73% | Add +12.3% | 377,586 | $9.8M |
| Exencial Wealth Advisors, LLC | 0.34% | Add +22.6% | 348,187 | $9.0M |
| Opes Wealth Management LLC | 1.97% | Reduce -0.7% | 328,829 | $8.5M |
| Aveo Capital Partners, LLC | 0.79% | Add +3.0% | 268,564 | $7.3M |
| Graves Light Lenhart Wealth, Inc. | 0.81% | Add +14.2% | 269,489 | $7.0M |
| Bank of Montreal | 0.00% | Add +13.1% | 244,254 | $6.4M |
| Financial Architects, LLC | 4.21% | Add +15.9% | 234,380 | $6.1M |
| Blume Capital Management, Inc. | 1.46% | Add +2.4% | 230,914 | $6.0M |
| DiNuzzo Private Wealth, Inc. | 0.74% | Add +0.6% | 211,678 | $5.5M |
| AE Wealth Management LLC | 0.05% | Reduce -31.8% | 183,794 | $4.8M |
| Heritage Financial Services, LLC | 0.69% | Reduce -89.5% | 177,799 | $4.6M |
| Index Fund Advisors, Inc. | 0.25% | Add +21.7% | 176,306 | $4.6M |
| Alesco Advisors, LLC, An ESL Co | 0.14% | Add +17.9% | 162,511 | $4.2M |
| Vestmark Advisory Solutions, Inc. | 0.17% | Add +17.9% | 155,730 | $4.0M |
| Sentinel Trust Co. Lba | 0.49% | No change | 147,500 | $3.8M |
| Envestnet Asset Management Inc. | 0.00% | Add +132.4% | 142,704 | $3.7M |
| Truist Financial Corp. | 0.01% | Reduce -0.3% | 137,840 | $3.6M |
| PBMares Wealth Management LLC | 0.88% | Add +10.7% | 130,160 | $3.4M |
| Breakwater Capital Group | 0.85% | Reduce -8.5% | 129,602 | $3.4M |
| Pathstone Holdings, LLC | 0.02% | Reduce -35.0% | 129,334 | $3.4M |
| Sterling Financial Planning, Inc. | 1.24% | Add +15.0% | 117,605 | $3.1M |
| Citadel Advisors | 0.00% | New | 112,308 | $2.9M |
| NewEdge Advisors, LLC | 0.03% | Add +17.2% | 110,282 | $2.9M |
| Cordant, Inc. | 1.65% | Add +32.8% | 109,431 | $2.8M |
| Retirement Solution LLC | 0.74% | Add +0.3% | 104,528 | $2.7M |
| Corient Private Wealth LP | 0.00% | Add +5.1% | 100,554 | $2.6M |
| Savant Capital, LLC | 0.03% | Reduce -28.2% | 97,715 | $2.5M |
| Verum Partners LLC | 0.89% | Add +3.5% | 96,331 | $2.5M |
| Maryland Capital Advisors Inc. | 1.48% | Add +4.0% | 91,650 | $2.4M |
| Mills Wealth Advisors LLC | 1.65% | Add +10.9% | 86,520 | $2.2M |
| Root Financial Partners, LLC | 0.66% | Add +16.0% | 86,304 | $2.2M |
| Sequoia Financial Advisors, LLC | 0.02% | Add +7.8% | 76,439 | $2.0M |
| Lam Group, Inc. | 1.58% | Add +0.0% | 74,600 | $1.9M |
| Betterment LLC | 0.01% | Add +43.4% | 73,448 | $1.9M |
| Family Investment Center, Inc. | 0.59% | Add +371.3% | 70,390 | $1.8M |
| Schwarz Dygos Wheeler Investment Advisors LLC | 0.51% | Add +24.8% | 69,021 | $1.8M |
| Steward Partners Investment Advisory, LLC | 0.02% | Add +19.2% | 68,814 | $1.8M |
| OneDigital Investment Advisors LLC | 0.03% | Add +22.5% | 65,304 | $1.7M |
| Chicago Partners Investment Group LLC | 0.07% | Add +12.3% | 64,768 | $1.7M |
| Glass Jacobson Investment Advisors llc | 0.62% | Add +11.8% | 63,597 | $1.7M |
| Boyce & Associates Wealth Consulting, Inc. | 1.97% | Add +4.8% | 58,765 | $1.5M |
| White Wing Wealth Management | 1.26% | New | 58,232 | $1.5M |
| Applied Capital LLC | 0.88% | Reduce -0.4% | 57,294 | $1.5M |
| JPMorgan Chase & Co. | 0.00% | Add +9.9% | 54,582 | $1.4M |
| Old Mission Capital LLC | 0.03% | Add +0.8% | 54,011 | $1.4M |
| EnRich Financial Partners LLC | 0.52% | Reduce -1.1% | 53,804 | $1.4M |
| Abel Hall, LLC | 0.99% | Add +2.7% | 51,068 | $1.3M |
| Commonwealth Equity Services, LLC | 0.00% | Add +22.0% | 46,217 | $1.2M |
| Tortoise Investment Management, LLC | 0.14% | Add +151.2% | 43,150 | $1.1M |
| Matisse Capital | 0.50% | No change | 40,360 | $1.0M |
| RCS Financial Planning, LLC | 0.63% | Reduce -12.8% | 39,676 | $1.0M |
| Cardiff Park Advisors, LLC | 0.09% | Reduce -22.8% | 35,762 | $928K |
| Atria Wealth Solutions, Inc. | 0.01% | Reduce -1.4% | 33,744 | $876K |
| Porter White Investment Advisors, Inc. | 0.46% | Add +21.1% | 33,386 | $867K |
| Gibson Capital, LLC | 0.18% | No change | 31,982 | $830K |
| Bank of America Corp. | 0.00% | Add +62.0% | 31,103 | $807K |
| Edge Financial Advisors LLC | 0.69% | — | 30,351 | $789K |
| Kestra Advisory Services, LLC | 0.01% | Add +50.0% | 29,043 | $754K |
| Oceanside Advisors LLC | 0.62% | Reduce -2.0% | 28,732 | $746K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +7.0% | 26,374 | $685K |
| Strata Wealth Advisors, LLC | 0.23% | New | 25,536 | $663K |
| Hanover Advisors Inc. | 0.26% | Add +28.6% | 23,838 | $619K |
| Unison Advisors LLC | 0.06% | Reduce -11.3% | 23,411 | $608K |
| Altiora Financial Group, LLC | 0.16% | No change | 22,650 | $588K |
| Lincoln National Corp. | 0.01% | Add +2.5% | 22,592 | $586K |
| Dorsey & Whitney Trust CO LLC | 0.04% | Add +81.3% | 21,719 | $564K |
| Allen Capital Group, LLC | 0.07% | Reduce -17.9% | 17,652 | $458K |
| Moisand Fitzgerald Tamayo, LLC | 0.07% | Add +1.7% | 17,380 | $451K |
| Rather & Kittrell, Inc. | 0.13% | Add +31.8% | 16,663 | $433K |
| Fischer Investment Strategies, LLC | 0.37% | Reduce -89.0% | 16,320 | $424K |
| CSS LLC | 0.10% | New | 16,063 | $417K |
| Raymond James & Associates | 0.00% | Add +68.9% | 15,249 | $396K |
| Heritage Wealth Management, Inc./Texas | 0.24% | Add +0.1% | 14,301 | $371K |
| BOS Asset Management, LLC | 0.19% | Add +11.7% | 14,021 | $364K |
| Tranquility Partners, LLC | 0.14% | Add +12.1% | 13,919 | $361K |
| Grunden Financial Advisory, Inc. | 0.18% | Add +13.7% | 13,193 | $342K |
| Corus Family Wealth Advisors | 0.29% | Add +51.0% | 13,112 | $340K |
| Firethorn Wealth Partners, LLC | 0.20% | Add +51.2% | 12,863 | $334K |
| Pettinga Financial Advisors LLC | 0.08% | Reduce -11.8% | 12,050 | $313K |
| HighTower Advisors, LLC | 0.00% | Reduce -1.7% | 11,335 | $293K |
| American Investment Services, Inc. | 0.05% | No change | 10,765 | $279K |
| Rehmann Capital Advisory Group | 0.02% | New | 9,714 | $252K |
| Mraz, Amerine & Associates, Inc. | 0.05% | No change | 9,470 | $246K |
| Buckingham Strategic Wealth, LLC | 0.00% | Reduce -7.8% | 9,393 | $244K |
| Equitable Holdings, Inc. | 0.00% | New | 8,987 | $233K |
| Forum Financial Management, LP | 0.00% | Reduce -8.4% | 8,439 | $219K |
| Integrated Wealth Concepts LLC | 0.00% | Add +0.1% | 8,404 | $218K |
| Evergreen Capital Management LLC | 0.01% | New | 7,900 | $205K |
| Elevate Wealth Advisory, Inc. | 0.15% | Reduce -19.4% | 6,665 | $173K |
"% of holder's portfolio" is DFEV's weight in each manager's 13F, not the share of Dimensional Emrg MRKT Val the manager owns.