Dimensional Emrg MRKT ValDFEVETF
13F holders, Q2 2024 (June 30)145holders +19
17new positions
3sold out
$27.50avg. 13F price*
At the end of Q2 2024, 145 institutions reported holding Dimensional Emrg MRKT Val (DFEV) in their 13F filings, up 19 from Q1 2024. 17 opened new positions and 3 sold out. The largest holders were Asset Dedication, LLC ($63.0M), Ritholtz Wealth Management ($25.6M) and True Wealth Design, LLC ($21.1M).
- Company
- Dimensional Emrg MRKT Val
- CUSIP
- 25434V740
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 17 | $12.7M |
| Exits | 3 | $3.5M |
All 13F filers, Q1 2024 → Q2 2024: 2,065,288 shares bought and 425,967 shares sold, net +1,639,321 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 145 holders
| Asset Dedication, LLC | 4.37% | Add +6.0% | 2,291,293 | $63.0M |
| Ritholtz Wealth Management | 0.85% | Add +0.9% | 932,288 | $25.6M |
| True Wealth Design, LLC | 5.21% | Reduce -0.0% | 767,004 | $21.1M |
| Marquette Asset Management, LLC | 2.95% | Add +1.7% | 631,117 | $17.4M |
| Beacon Pointe Advisors, LLC | 0.19% | Add +3.6% | 593,343 | $16.3M |
| Sensible Money, LLC | 7.43% | Add +17.7% | 553,997 | $15.2M |
| Raymond James Financial Services Advisors, Inc. | 0.02% | Add +11.5% | 483,273 | $13.3M |
| Janney Montgomery Scott LLC | 0.04% | Add +1.1% | 465,973 | $12.8M |
| Cambridge Financial Group, LLC | 5.67% | Add +2.5% | 450,899 | $12.4M |
| Freedom Investment Management, Inc. | 0.95% | Reduce -0.2% | 420,296 | $11.6M |
| Evanson Asset Management, LLC | 0.83% | Add +8.1% | 408,022 | $11.2M |
| Family Investment Center, Inc. | 3.17% | Add +447.9% | 385,689 | $10.6M |
| Jane Street Group, LLC | 0.01% | Reduce -3.8% | 383,108 | $10.5M |
| Exencial Wealth Advisors, LLC | 0.39% | Add +6.7% | 371,608 | $10.2M |
| Opes Wealth Management LLC | 1.87% | Reduce -0.8% | 326,356 | $9.0M |
| Graves Light Lenhart Wealth, Inc. | 0.89% | Add +4.4% | 281,377 | $7.7M |
| Aveo Capital Partners, LLC | 0.85% | Add +1.1% | 271,569 | $7.5M |
| Savant Capital, LLC | 0.07% | Add +157.7% | 251,786 | $6.9M |
| Financial Architects, LLC | 4.47% | Add +2.0% | 239,090 | $6.6M |
| Blume Capital Management, Inc. | 1.54% | Add +0.1% | 231,214 | $6.4M |
| Index Fund Advisors, Inc. | 0.36% | Add +30.4% | 229,878 | $6.3M |
| DiNuzzo Private Wealth, Inc. | 0.79% | Add +1.0% | 213,802 | $5.9M |
| Waverly Advisors, LLC | 0.11% | New | 210,329 | $5.8M |
| Retirement Solution LLC | 1.55% | Add +100.8% | 209,896 | $5.8M |
| Alesco Advisors, LLC, An ESL Co | 0.18% | Add +20.7% | 196,186 | $5.4M |
| AE Wealth Management LLC | 0.05% | Add +6.6% | 195,928 | $5.4M |
| Heritage Financial Services, LLC | 0.60% | Reduce -15.0% | 151,203 | $4.2M |
| PBMares Wealth Management LLC | 1.02% | Add +15.7% | 150,607 | $4.1M |
| Sentinel Trust Co. Lba | 0.50% | No change | 147,500 | $4.1M |
| Vestmark Advisory Solutions, Inc. | 0.17% | Reduce -6.0% | 146,345 | $4.0M |
| Envestnet Asset Management Inc. | 0.00% | Add +2.0% | 145,500 | $4.0M |
| Root Financial Partners, LLC | 0.93% | Add +67.8% | 144,791 | $4.0M |
| Breakwater Capital Group | 0.88% | Add +8.4% | 140,522 | $3.9M |
| Cordant, Inc. | 2.15% | Add +28.2% | 140,250 | $3.9M |
| Truist Financial Corp. | 0.01% | Add +1.1% | 139,366 | $3.8M |
| Sterling Financial Planning, Inc. | 1.49% | Add +13.8% | 133,783 | $3.7M |
| Pathstone Holdings, LLC | 0.02% | Reduce -2.9% | 125,603 | $3.5M |
| NewEdge Advisors, LLC | 0.02% | Add +1.2% | 111,586 | $3.1M |
| Flow Traders U.S. LLC | 0.15% | New | 109,629 | $3.0M |
| Corient Private Wealth LP | 0.00% | Add +1.8% | 102,317 | $2.8M |
| Mills Wealth Advisors LLC | 1.99% | Add +17.0% | 101,208 | $2.8M |
| OneDigital Investment Advisors LLC | 0.03% | Add +53.1% | 99,955 | $2.7M |
| Verum Partners LLC | 0.84% | Reduce -1.5% | 94,885 | $2.6M |
| Maryland Capital Advisors Inc. | 1.37% | Add +0.8% | 92,339 | $2.5M |
| Betterment LLC | 0.01% | Add +14.6% | 84,156 | $2.3M |
| Sequoia Financial Advisors, LLC | 0.03% | Add +8.1% | 82,650 | $2.3M |
| Allworth Financial LP | 0.01% | Add +3238.1% | 81,282 | $2.2M |
| Chicago Partners Investment Group LLC | 0.08% | Add +22.7% | 79,449 | $2.1M |
| Steward Partners Investment Advisory, LLC | 0.02% | Add +9.1% | 75,052 | $2.1M |
| Lam Group, Inc. | 1.73% | No change | 74,600 | $2.1M |
| White Wing Wealth Management | 1.54% | Add +20.6% | 70,198 | $1.9M |
| Schwarz Dygos Wheeler Investment Advisors LLC | 0.53% | Add +0.8% | 69,584 | $1.9M |
| Boyce & Associates Wealth Consulting, Inc. | 2.20% | Add +16.0% | 68,143 | $1.9M |
| Glass Jacobson Investment Advisors llc | 0.67% | Add +4.5% | 66,446 | $1.8M |
| Fischer Investment Strategies, LLC | 1.71% | Add +290.9% | 63,786 | $1.8M |
| Old Mission Capital LLC | 0.04% | Add +9.7% | 59,250 | $1.6M |
| Tortoise Investment Management, LLC | 0.18% | Add +32.5% | 57,166 | $1.6M |
| Applied Capital LLC | 0.90% | Reduce -0.9% | 56,767 | $1.6M |
| Edge Financial Advisors LLC | 1.57% | Add +82.2% | 55,308 | $1.5M |
| JPMorgan Chase & Co. | 0.00% | Add +0.6% | 54,920 | $1.5M |
| Abel Hall, LLC | 1.04% | Add +4.3% | 53,243 | $1.5M |
| EnRich Financial Partners LLC | 0.54% | Reduce -1.2% | 53,159 | $1.5M |
| Vestia Personal Wealth Advisors | 1.45% | — | 49,553 | $1.4M |
| Bank of Montreal | 0.00% | Reduce -80.5% | 47,576 | $1.3M |
| Commonwealth Equity Services, LLC | 0.00% | Add +3.0% | 47,584 | $1.3M |
| Matisse Capital | 0.55% | No change | 40,360 | $1.1M |
| Bank of America Corp. | 0.00% | Add +26.0% | 39,179 | $1.1M |
| Cardiff Park Advisors, LLC | 0.09% | Add +0.1% | 35,795 | $984K |
| Monograph Wealth Advisors, LLC | 0.14% | New | 34,685 | $954K |
| Porter White Investment Advisors, Inc. | 0.49% | Add +0.1% | 33,430 | $919K |
| Atria Wealth Solutions, Inc. | 0.01% | Reduce -2.2% | 33,012 | $908K |
| Kestra Advisory Services, LLC | 0.01% | Add +10.8% | 32,171 | $885K |
| Gibson Capital, LLC | 0.19% | No change | 31,982 | $880K |
| Strata Wealth Advisors, LLC | 0.27% | Add +11.2% | 28,397 | $781K |
| Royal Bank of Canada | 0.00% | Add +567.0% | 28,159 | $774K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +6.5% | 28,086 | $772K |
| HighTower Advisors, LLC | 0.00% | Add +144.7% | 27,737 | $765K |
| Oceanside Advisors LLC | 0.61% | Reduce -4.0% | 27,572 | $758K |
| Osaic Holdings, Inc. | 0.00% | Add +819.6% | 24,242 | $667K |
| Unison Advisors LLC | 0.08% | Reduce -3.0% | 22,720 | $625K |
| Altiora Financial Group, LLC | 0.15% | No change | 22,650 | $623K |
| Dorsey & Whitney Trust CO LLC | 0.04% | No change | 21,719 | $597K |
| Raymond James & Associates | 0.00% | Add +42.4% | 21,707 | $597K |
| RCS Financial Planning, LLC | 0.32% | Reduce -49.7% | 19,942 | $548K |
| CSS LLC | 0.12% | Add +21.1% | 19,460 | $535K |
| Hanover Advisors Inc. | 0.23% | Reduce -20.5% | 18,953 | $521K |
| Allen Capital Group, LLC | 0.07% | No change | 17,652 | $485K |
| Rather & Kittrell, Inc. | 0.13% | Add +5.6% | 17,603 | $484K |
| Moisand Fitzgerald Tamayo, LLC | 0.07% | Add +0.6% | 17,488 | $481K |
| BOS Asset Management, LLC | 0.20% | Add +13.2% | 15,870 | $436K |
| Grunden Financial Advisory, Inc. | 0.23% | Add +20.3% | 15,869 | $436K |
| Efficient Frontier Advisors LLC | 0.30% | New | 15,366 | $423K |
| Lazari Capital Management, Inc. | 0.18% | New | 14,897 | $410K |
| Tranquility Partners, LLC | 0.16% | Add +6.0% | 14,758 | $406K |
| Firethorn Wealth Partners, LLC | 0.23% | Add +12.9% | 14,520 | $399K |
| Gentry Private Wealth, LLC | 0.35% | — | 14,455 | $398K |
| Heritage Wealth Management, Inc./Texas | 0.24% | Reduce -0.7% | 14,196 | $390K |
| Buckingham Strategic Wealth, LLC | 0.00% | Add +47.2% | 13,825 | $380K |
| Two West Capital Advisors LLC | 0.35% | — | 13,408 | $369K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | New | 13,201 | $363K |
"% of holder's portfolio" is DFEV's weight in each manager's 13F, not the share of Dimensional Emrg MRKT Val the manager owns.