Dimensional Emrg MRKT ValDFEVETF
13F holders, Q4 2024 (December 31)181holders +27
20new positions
14sold out
1famous investor
$26.20avg. 13F price*
At the end of Q4 2024, 181 institutions reported holding Dimensional Emrg MRKT Val (DFEV) in their 13F filings, up 27 from Q3 2024. 20 opened new positions and 14 sold out. The largest holders were Asset Dedication, LLC ($65.1M), Ritholtz Wealth Management ($26.7M) and HighTower Advisors, LLC ($24.0M). 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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 20 | $7.8M |
| Exits | 14 | $12.2M |
All 13F filers, Q3 2024 → Q4 2024: 1,696,759 shares bought and 724,744 shares sold, net +972,015 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 181 holders
| Asset Dedication, LLC | 5.12% | Add +4.0% | 2,482,787 | $65.1M |
| Ritholtz Wealth Management | 0.78% | Add +5.4% | 1,017,684 | $26.7M |
| HighTower Advisors, LLC | 0.03% | Reduce -7.3% | 915,529 | $24.0M |
| True Wealth Design, LLC | 8.21% | Add +2.7% | 807,512 | $21.2M |
| Raymond James Financial Inc. | 0.01% | — | 769,651 | $20.2M |
| Marquette Asset Management, LLC | 2.75% | Add +1.0% | 643,137 | $16.9M |
| Beacon Pointe Advisors, LLC | 0.18% | Reduce -0.6% | 628,445 | $16.5M |
| Sensible Money, LLC | 6.86% | Add +2.6% | 597,435 | $15.7M |
| Cambridge Financial Group, LLC | 5.29% | Add +1.9% | 472,342 | $12.4M |
| Evanson Asset Management, LLC | 0.84% | Add +6.9% | 466,999 | $12.2M |
| Janney Montgomery Scott LLC | 0.03% | Reduce -0.6% | 465,726 | $12.2M |
| Exencial Wealth Advisors, LLC | 0.43% | Add +6.4% | 441,801 | $11.6M |
| Freedom Investment Management, Inc. | 0.94% | Reduce -0.5% | 429,399 | $11.3M |
| Root Financial Partners, LLC | 1.35% | Add +53.1% | 414,055 | $10.9M |
| Family Investment Center, Inc. | 2.42% | Reduce -8.8% | 364,448 | $9.6M |
| Jane Street Group, LLC | 0.01% | Add +64.6% | 346,817 | $9.1M |
| Opes Wealth Management LLC | 1.81% | Add +3.7% | 337,665 | $8.9M |
| Index Fund Advisors, Inc. | 0.44% | Add +9.1% | 311,118 | $8.2M |
| Graves Light Lenhart Wealth, Inc. | 0.98% | Add +1.7% | 300,108 | $7.9M |
| Jones Financial Companies LLLP | 0.01% | Add +554.8% | 262,219 | $6.9M |
| Alesco Advisors, LLC, An ESL Co | 0.21% | Add +9.0% | 258,073 | $6.8M |
| Aveo Capital Partners, LLC | 0.73% | Reduce -8.7% | 253,025 | $6.6M |
| Truist Financial Corp. | 0.01% | Add +79.8% | 252,065 | $6.6M |
| Financial Architects, LLC | 4.17% | Add +3.7% | 248,045 | $6.5M |
| AE Wealth Management LLC | 0.05% | Add +13.0% | 244,593 | $6.4M |
| Blume Capital Management, Inc. | 1.42% | Add +2.8% | 241,353 | $6.3M |
| DiNuzzo Private Wealth, Inc. | 0.72% | Add +1.1% | 217,175 | $5.7M |
| Retirement Solution LLC | 1.43% | Reduce -0.3% | 207,694 | $5.4M |
| Waverly Advisors, LLC | 0.08% | Reduce -3.8% | 199,104 | $5.2M |
| von Borstel & Associates, Inc. | 1.93% | Add +57.6% | 187,956 | $4.9M |
| Vestmark Advisory Solutions, Inc. | 0.17% | Add +12.7% | 184,054 | $4.8M |
| Savant Capital, LLC | 0.04% | Reduce -23.3% | 179,758 | $4.7M |
| Cordant, Inc. | 2.38% | Add +6.1% | 172,635 | $4.5M |
| PBMares Wealth Management LLC | 0.92% | Add +7.7% | 171,173 | $4.5M |
| NewEdge Advisors, LLC | 0.03% | Reduce -5.4% | 164,639 | $4.3M |
| Sterling Financial Planning, Inc. | 1.49% | Add +1.6% | 154,639 | $4.1M |
| Envestnet Asset Management Inc. | 0.00% | Add +4.3% | 151,743 | $4.0M |
| Breakwater Capital Group | 0.78% | Add +4.9% | 150,034 | $3.9M |
| Tortoise Investment Management, LLC | 0.37% | Add +18.9% | 135,340 | $3.5M |
| Corient Private Wealth LP | 0.01% | Add +7.1% | 128,538 | $3.4M |
| Betterment LLC | 0.01% | Add +19.4% | 127,388 | $3.3M |
| Heritage Financial Services, LLC | 0.44% | Reduce -14.4% | 127,328 | $3.3M |
| United Wealth Management, LLC | 1.10% | — | 124,195 | $3.3M |
| Pathstone Holdings, LLC | 0.01% | Reduce -11.7% | 119,089 | $3.1M |
| Mills Wealth Advisors LLC | 1.72% | Add +6.3% | 115,266 | $3.0M |
| Maryland Capital Advisors Inc. | 1.33% | Add +12.2% | 109,377 | $2.9M |
| Timonier Family Office, LTD. | 1.42% | — | 105,806 | $2.8M |
| Dravo Bay LLC | 1.31% | Add +8.7% | 102,837 | $2.7M |
| EP Wealth Advisors, LLC | 0.02% | New | 94,729 | $2.5M |
| Verum Partners LLC | 0.68% | Reduce -0.7% | 90,258 | $2.4M |
| OneDigital Investment Advisors LLC | 0.03% | Reduce -8.6% | 90,230 | $2.4M |
| Lam Group, Inc. | 1.59% | Add +14.9% | 85,335 | $2.2M |
| Chicago Partners Investment Group LLC | 0.07% | Add +2.8% | 84,049 | $2.2M |
| Boyce & Associates Wealth Consulting, Inc. | 2.14% | Add +13.7% | 80,851 | $2.1M |
| Astra Wealth Partners LLC | 1.98% | — | 80,237 | $2.1M |
| Wealth Advisors Northwest LLC | 1.43% | — | 80,077 | $2.1M |
| Sequoia Financial Advisors, LLC | 0.02% | Reduce -4.8% | 79,375 | $2.1M |
| Allworth Financial LP | 0.01% | Reduce -2.9% | 77,286 | $2.0M |
| Blue Oak Capital, LLC | 1.24% | — | 77,710 | $2.0M |
| Schwarz Dygos Wheeler Investment Advisors LLC | 0.50% | Add +0.5% | 76,776 | $2.0M |
| Glass Jacobson Investment Advisors llc | 0.65% | Add +7.3% | 75,921 | $2.0M |
| Steward Partners Investment Advisory, LLC | 0.02% | Add +1.8% | 74,017 | $1.9M |
| Vestia Personal Wealth Advisors | 1.53% | Add +29.6% | 70,721 | $1.9M |
| Edge Financial Advisors LLC | 1.60% | Reduce -2.8% | 68,215 | $1.8M |
| White Wing Wealth Management | 1.30% | Add +2.3% | 66,674 | $1.7M |
| McGrath & Associates, Inc. | 3.46% | — | 65,356 | $1.7M |
| Applied Capital LLC | 0.82% | Add +5.0% | 60,601 | $1.6M |
| JPMorgan Chase & Co. | 0.00% | Add +6.1% | 56,820 | $1.5M |
| Eq Wealth Advisors, LLC | 1.41% | — | 55,814 | $1.5M |
| Abel Hall, LLC | 0.92% | Add +7.0% | 55,235 | $1.4M |
| EnRich Financial Partners LLC | 0.46% | Reduce -1.0% | 52,621 | $1.4M |
| Bank of America Corp. | 0.00% | Add +14.2% | 51,555 | $1.4M |
| Golden Bell Financial Planning LLC | 1.31% | — | 49,717 | $1.3M |
| Commonwealth Equity Services, LLC | 0.00% | Add +2.8% | 48,971 | $1.3M |
| Farther Finance Advisors, LLC | 0.04% | Add +40.8% | 46,995 | $1.2M |
| Foundation Wealth Management, LLC\PA | 0.58% | — | 45,403 | $1.2M |
| Bank of Montreal | 0.00% | Reduce -1.4% | 44,871 | $1.2M |
| Sax Wealth Advisors, LLC | 0.09% | New | 44,595 | $1.2M |
| Cardiff Park Advisors, LLC | 0.11% | Add +8.3% | 44,091 | $1.2M |
| Spire Wealth Management | 0.04% | New | 43,717 | $1.1M |
| Pinney & Scofield, Inc. | 0.81% | — | 40,835 | $1.1M |
| Matisse Capital | 0.53% | Reduce -1.5% | 39,760 | $1.0M |
| Kestra Advisory Services, LLC | 0.01% | Add +34.0% | 38,987 | $1.0M |
| Strata Wealth Advisors, LLC | 0.30% | Add +8.3% | 36,891 | $967K |
| Vantage Point Financial LLC | 0.50% | — | 35,688 | $935K |
| Porter White Investment Advisors, Inc. | 0.47% | Add +3.6% | 35,032 | $918K |
| Monograph Wealth Advisors, LLC | 0.12% | No change | 34,685 | $909K |
| Osaic Holdings, Inc. | 0.00% | Add +5.0% | 32,506 | $852K |
| Oceanside Advisors LLC | 0.63% | Add +14.1% | 32,418 | $850K |
| Forum Financial Management, LP | 0.01% | Add +282.8% | 32,308 | $847K |
| Efficient Frontier Advisors LLC | 0.56% | No change | 32,105 | $841K |
| Gibson Capital, LLC | 0.17% | No change | 31,982 | $838K |
| Versant Capital Management, Inc | 0.17% | Add +22.6% | 29,834 | $782K |
| Corus Family Wealth Advisors | 0.50% | Reduce -0.1% | 28,315 | $742K |
| U.S. Capital Wealth Advisors, LLC | 0.02% | Add +34.4% | 28,117 | $737K |
| JFS Wealth Advisors, LLC | 0.05% | Reduce -1.5% | 25,335 | $664K |
| Main Street Financial Solutions, LLC | 0.07% | New | 25,319 | $664K |
| Grunden Financial Advisory, Inc. | 0.31% | Add +52.6% | 24,780 | $649K |
| CSS LLC | 0.12% | Add +9.3% | 23,460 | $615K |
| Altiora Financial Group, LLC | 0.13% | No change | 22,676 | $594K |
"% of holder's portfolio" is DFEV's weight in each manager's 13F, not the share of Dimensional Emrg MRKT Val the manager owns.