Dimensional Emrg MRKT ValDFEVETF
13F holders, Q3 2024 (September 30)154holders +9
11new positions
3sold out
$28.46avg. 13F price*
At the end of Q3 2024, 154 institutions reported holding Dimensional Emrg MRKT Val (DFEV) in their 13F filings, up 9 from Q2 2024. 11 opened new positions and 3 sold out. The largest holders were Asset Dedication, LLC ($67.9M), HighTower Advisors, LLC ($28.1M) and Ritholtz Wealth Management ($27.5M).
- Company
- Dimensional Emrg MRKT Val
- CUSIP
- 25434V740
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 11 | $4.0M |
| Exits | 3 | $1.1M |
All 13F filers, Q2 2024 → Q3 2024: 2,443,047 shares bought and 411,284 shares sold, net +2,031,763 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 154 holders
| Asset Dedication, LLC | 4.58% | Add +4.1% | 2,386,158 | $67.9M |
| HighTower Advisors, LLC | 0.04% | Add +3462.6% | 988,144 | $28.1M |
| Ritholtz Wealth Management | 0.83% | Add +3.5% | 965,240 | $27.5M |
| True Wealth Design, LLC | 8.74% | Add +2.5% | 786,462 | $22.4M |
| Marquette Asset Management, LLC | 2.87% | Add +0.9% | 637,053 | $18.1M |
| Beacon Pointe Advisors, LLC | 0.21% | Add +6.6% | 632,422 | $18.0M |
| Raymond James Financial Services Advisors, Inc. | 0.02% | Add +26.6% | 611,911 | $17.4M |
| Sensible Money, LLC | 7.24% | Add +5.1% | 582,486 | $16.6M |
| Janney Montgomery Scott LLC | 0.04% | Add +0.5% | 468,382 | $13.3M |
| Cambridge Financial Group, LLC | 5.49% | Add +2.9% | 463,740 | $13.2M |
| Evanson Asset Management, LLC | 0.88% | Add +7.1% | 436,902 | $12.4M |
| Freedom Investment Management, Inc. | 0.98% | Add +2.7% | 431,524 | $12.3M |
| Exencial Wealth Advisors, LLC | 0.43% | Add +11.7% | 415,253 | $11.8M |
| Family Investment Center, Inc. | 2.86% | Add +3.6% | 399,608 | $11.4M |
| Opes Wealth Management LLC | 1.78% | Reduce -0.2% | 325,634 | $9.3M |
| Graves Light Lenhart Wealth, Inc. | 1.03% | Add +4.9% | 295,079 | $8.4M |
| Index Fund Advisors, Inc. | 0.43% | Add +24.0% | 285,127 | $8.1M |
| Aveo Capital Partners, LLC | 0.84% | Add +2.0% | 277,074 | $7.9M |
| Root Financial Partners, LLC | 1.23% | Add +86.8% | 270,486 | $7.7M |
| Financial Architects, LLC | 4.39% | Add +0.1% | 239,215 | $6.8M |
| Alesco Advisors, LLC, An ESL Co | 0.21% | Add +20.6% | 236,698 | $6.7M |
| Blume Capital Management, Inc. | 1.51% | Add +1.6% | 234,834 | $6.7M |
| Savant Capital, LLC | 0.06% | Reduce -7.0% | 234,276 | $6.7M |
| AE Wealth Management LLC | 0.06% | Add +10.4% | 216,376 | $6.2M |
| DiNuzzo Private Wealth, Inc. | 0.75% | Add +0.5% | 214,813 | $6.1M |
| Jane Street Group, LLC | 0.01% | Reduce -45.0% | 210,749 | $6.0M |
| Retirement Solution LLC | 1.45% | Reduce -0.7% | 208,381 | $5.9M |
| Waverly Advisors, LLC | 0.11% | Reduce -1.6% | 206,929 | $5.9M |
| NewEdge Advisors, LLC | 0.03% | Add +56.0% | 174,064 | $5.0M |
| Fischer Investment Strategies, LLC | 4.06% | Add +159.8% | 165,692 | $4.7M |
| Vestmark Advisory Solutions, Inc. | 0.17% | Add +11.7% | 163,389 | $4.7M |
| Cordant, Inc. | 2.37% | Add +16.0% | 162,723 | $4.6M |
| PBMares Wealth Management LLC | 0.95% | Add +5.6% | 158,999 | $4.5M |
| Sterling Financial Planning, Inc. | 1.60% | Add +13.8% | 152,253 | $4.3M |
| Heritage Financial Services, LLC | 0.56% | Reduce -1.7% | 148,672 | $4.2M |
| Sentinel Trust Co. Lba | 0.48% | No change | 147,500 | $4.2M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -0.0% | 145,466 | $4.1M |
| Breakwater Capital Group | 0.82% | Add +1.8% | 142,979 | $4.1M |
| Truist Financial Corp. | 0.01% | Add +0.6% | 140,151 | $4.0M |
| Pathstone Holdings, LLC | 0.02% | Add +7.4% | 134,925 | $3.8M |
| Corient Private Wealth LP | 0.01% | Add +17.3% | 119,973 | $3.4M |
| von Borstel & Associates, Inc. | 1.92% | — | 119,273 | $3.4M |
| Tortoise Investment Management, LLC | 0.34% | Add +99.2% | 113,858 | $3.2M |
| Mills Wealth Advisors LLC | 2.13% | Add +7.2% | 108,469 | $3.1M |
| Betterment LLC | 0.01% | Add +26.8% | 106,701 | $3.0M |
| OneDigital Investment Advisors LLC | 0.03% | Reduce -1.2% | 98,722 | $2.8M |
| Maryland Capital Advisors Inc. | 1.35% | Add +5.6% | 97,511 | $2.8M |
| Dravo Bay LLC | 1.38% | New | 94,587 | $2.7M |
| Verum Partners LLC | 0.76% | Reduce -4.2% | 90,879 | $2.6M |
| Sequoia Financial Advisors, LLC | 0.03% | Add +0.9% | 83,358 | $2.4M |
| Chicago Partners Investment Group LLC | 0.08% | Add +2.9% | 81,780 | $2.3M |
| Allworth Financial LP | 0.01% | Reduce -2.1% | 79,571 | $2.3M |
| Schwarz Dygos Wheeler Investment Advisors LLC | 0.54% | Add +9.8% | 76,382 | $2.2M |
| Lam Group, Inc. | 1.50% | Reduce -0.5% | 74,245 | $2.1M |
| Steward Partners Investment Advisory, LLC | 0.02% | Reduce -3.1% | 72,740 | $2.1M |
| Boyce & Associates Wealth Consulting, Inc. | 2.10% | Add +4.4% | 71,114 | $2.0M |
| Glass Jacobson Investment Advisors llc | 0.67% | Add +6.5% | 70,754 | $2.0M |
| Edge Financial Advisors LLC | 1.77% | Add +26.8% | 70,155 | $2.0M |
| White Wing Wealth Management | 1.43% | Reduce -7.2% | 65,172 | $1.9M |
| Applied Capital LLC | 0.84% | Add +1.7% | 57,736 | $1.6M |
| Vestia Personal Wealth Advisors | 1.46% | Add +10.2% | 54,582 | $1.6M |
| JPMorgan Chase & Co. | 0.00% | Reduce -2.5% | 53,552 | $1.5M |
| EnRich Financial Partners LLC | 0.51% | Reduce -0.0% | 53,140 | $1.5M |
| Abel Hall, LLC | 0.96% | Reduce -3.0% | 51,630 | $1.5M |
| Commonwealth Equity Services, LLC | 0.00% | Add +0.1% | 47,632 | $1.4M |
| Bank of Montreal | 0.00% | Reduce -4.4% | 45,484 | $1.3M |
| Bank of America Corp. | 0.00% | Add +15.3% | 45,160 | $1.3M |
| Cardiff Park Advisors, LLC | 0.10% | Add +13.7% | 40,706 | $1.2M |
| Jones Financial Companies LLLP | 0.00% | Add +25246.8% | 40,048 | $1.2M |
| Matisse Capital | 0.56% | No change | 40,360 | $1.1M |
| Monograph Wealth Advisors, LLC | 0.13% | No change | 34,685 | $987K |
| Strata Wealth Advisors, LLC | 0.31% | Add +20.0% | 34,071 | $970K |
| Porter White Investment Advisors, Inc. | 0.48% | Add +1.2% | 33,822 | $963K |
| Old Mission Capital LLC | 0.02% | Reduce -43.2% | 33,637 | $957K |
| Farther Finance Advisors, LLC | 0.04% | Add +14603.1% | 33,376 | $950K |
| Efficient Frontier Advisors LLC | 0.59% | Add +108.9% | 32,105 | $914K |
| Gibson Capital, LLC | 0.19% | No change | 31,982 | $910K |
| Osaic Holdings, Inc. | 0.00% | Add +27.7% | 30,949 | $881K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -9.6% | 29,084 | $828K |
| Raymond James & Associates | 0.00% | Add +31.1% | 28,460 | $810K |
| Oceanside Advisors LLC | 0.60% | Add +3.0% | 28,401 | $808K |
| Corus Family Wealth Advisors | 0.57% | Add +116.1% | 28,340 | $807K |
| JFS Wealth Advisors, LLC | 0.05% | Add +1222.1% | 25,715 | $732K |
| Flow Traders U.S. LLC | 0.04% | Reduce -77.3% | 24,835 | $707K |
| Versant Capital Management, Inc | 0.16% | Add +2626.0% | 24,343 | $693K |
| Altiora Financial Group, LLC | 0.14% | Add +0.1% | 22,676 | $645K |
| Dorsey & Whitney Trust CO LLC | 0.03% | No change | 21,719 | $618K |
| CSS LLC | 0.11% | Add +10.3% | 21,460 | $611K |
| Unison Advisors LLC | 0.07% | Reduce -7.0% | 21,129 | $601K |
| U.S. Capital Wealth Advisors, LLC | 0.02% | Add +58.5% | 20,924 | $596K |
| RCS Financial Planning, LLC | 0.31% | Reduce -1.5% | 19,640 | $559K |
| Moisand Fitzgerald Tamayo, LLC | 0.07% | Add +5.6% | 18,467 | $526K |
| BOS Asset Management, LLC | 0.19% | Add +14.8% | 18,212 | $518K |
| Hanover Advisors Inc. | 0.22% | Reduce -3.9% | 18,207 | $518K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -35.5% | 18,127 | $516K |
| Rather & Kittrell, Inc. | 0.12% | Add +0.6% | 17,703 | $504K |
| Allen Capital Group, LLC | 0.06% | No change | 17,652 | $502K |
| Tranquility Partners, LLC | 0.17% | Add +12.1% | 16,548 | $471K |
| Pettinga Financial Advisors LLC | 0.11% | Add +55.2% | 16,537 | $471K |
| Grunden Financial Advisory, Inc. | 0.23% | Add +2.3% | 16,234 | $462K |
"% of holder's portfolio" is DFEV's weight in each manager's 13F, not the share of Dimensional Emrg MRKT Val the manager owns.