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 |
| LPL Financial LLC | 0.00% | Add +57.8% | 22,412 | $587K |
| Tru Independence Asset Management 2, LLC | 0.48% | Add +210.8% | 22,113 | $580K |
| Dorsey & Whitney Trust CO LLC | 0.03% | No change | 21,719 | $569K |
| Royal Bank of Canada | 0.00% | Add +254.2% | 21,329 | $559K |
| Unison Advisors LLC | 0.07% | Reduce -0.5% | 21,024 | $551K |
| Wealth Management Nebraska | 0.08% | — | 18,594 | $487K |
| Moisand Fitzgerald Tamayo, LLC | 0.07% | Add +0.4% | 18,534 | $486K |
| Rather & Kittrell, Inc. | 0.11% | Add +4.5% | 18,500 | $485K |
| BOS Asset Management, LLC | 0.17% | Add +0.8% | 18,367 | $481K |
| RCS Financial Planning, LLC | 0.25% | Reduce -7.7% | 18,122 | $475K |
| Hanover Advisors Inc. | 0.20% | Reduce -1.2% | 17,989 | $471K |
| Tranquility Partners, LLC | 0.15% | Reduce -7.1% | 15,374 | $403K |
| Citadel Advisors | 0.00% | New | 15,204 | $398K |
| Two West Capital Advisors LLC | 0.34% | Add +8.8% | 15,118 | $396K |
| Heritage Wealth Management, Inc./Texas | 0.22% | Add +0.7% | 14,462 | $379K |
| Perigon Wealth Management, LLC | 0.01% | New | 14,593 | $379K |
| Focus Partners Wealth | 0.00% | Add +3.4% | 13,715 | $359K |
| SwitchPoint Financial Planning, LLC | 0.34% | — | 13,697 | $359K |
| Firethorn Wealth Partners, LLC | 0.17% | Reduce -5.4% | 13,243 | $347K |
| Pettinga Financial Advisors LLC | 0.08% | Reduce -20.6% | 13,137 | $344K |
| Gentry Private Wealth, LLC | 1.40% | Reduce -13.6% | 12,861 | $337K |
| Factor Wealth Management LTD | 0.11% | — | 12,404 | $325K |
| NCM Capital Management, LLC | 0.14% | Add +17.3% | 12,200 | $320K |
| Daner Wealth Management, LLC | 0.23% | — | 11,930 | $318K |
| Fiduciary Financial Group, LLC | 0.07% | Reduce -1.6% | 12,184 | $311K |
| Equitable Holdings, Inc. | 0.00% | New | 11,584 | $304K |
| American Investment Services, Inc. | 0.05% | Reduce -1.7% | 10,224 | $268K |
| Rehmann Capital Advisory Group | 0.02% | Add +2.5% | 10,074 | $264K |
| Lionshead Wealth Management, LLC | 0.19% | — | 9,960 | $261K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -45.4% | 9,894 | $259K |
| Rockwood Wealth Management, LLC | 0.03% | Add +0.4% | 9,818 | $258K |
| Pacific Asset Management, LLC | 0.24% | — | 9,664 | $253K |
| Integrated Wealth Concepts LLC | 0.00% | Add +0.8% | 9,641 | $253K |
| Landing Point Financial Group, LLC | 0.19% | — | 9,330 | $251K |
| Wealthcare Advisory Partners LLC | 0.01% | Reduce -20.7% | 9,360 | $245K |
| Lazari Capital Management, Inc. | 0.10% | Reduce -35.3% | 9,152 | $240K |
| Mraz, Amerine & Associates, Inc. | 0.04% | No change | 9,070 | $238K |
| Park Avenue Securities LLC | 0.00% | New | 9,033 | $237K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | New | 8,948 | $235K |
| Sutton Place Investors LLC | 0.13% | New | 8,656 | $227K |
| Wingate Wealth Advisors, Inc. | 0.22% | — | 8,593 | $225K |
| Acorn Wealth Advisors, LLC | 0.09% | New | 8,357 | $219K |
| SageView Advisory Group, LLC | 0.01% | Add +0.1% | 8,036 | $211K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | New | 7,905 | $207K |
| Evergreen Capital Management LLC | 0.01% | No change | 7,900 | $207K |
| Morgan Stanley | 0.00% | Add +280.2% | 7,706 | $202K |
| GeoWealth Management, LLC | 0.01% | Add +53.0% | 6,998 | $183K |
| Elevate Wealth Advisory, Inc. | 0.13% | No change | 6,708 | $176K |
| Ancora Advisors LLC | 0.00% | Add +2.8% | 6,248 | $164K |
| Citigroup Inc. | 0.00% | Add +134.7% | 5,129 | $134K |
| Medallion Wealth Advisors, LLC | 0.07% | — | 5,074 | $133K |
| Phillips Financial Management, LLC | 0.01% | Add +0.4% | 4,979 | $130K |
| Glen Eagle Advisors, LLC | 0.02% | No change | 4,960 | $130K |
| Bruce G. Allen Investments, LLC | 0.10% | No change | 4,703 | $123K |
| Red Lighthouse Investment Management, LLC | 0.05% | No change | 4,398 | $115K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -12.9% | 4,281 | $112K |
| Vestor Capital, LLC | 0.01% | No change | 3,700 | $97K |
| Family CFO Inc | 0.04% | Add +20.4% | 3,030 | $79K |
| Smithfield Trust Co | 0.00% | New | 1,996 | $53K |
| Avondale Wealth Management | 0.03% | No change | 2,000 | $52K |
| Millstone Evans Group, LLC | 0.03% | — | 1,731 | $45K |
| Physician Wealth Advisors, Inc. | 0.01% | New | 1,721 | $45K |
| Comerica Bank | 0.00% | Add +0.4% | 1,375 | $36K |
| Principia Wealth Advisory, LLC | 0.03% | — | 1,240 | $33K |
| Oliver Lagore Vanvalin Investment Group | 0.01% | Add +179.3% | 1,095 | $29K |
| DecisionPoint Financial, LLC | 0.01% | No change | 910 | $24K |
| Coppell Advisory Solutions LLC | 0.00% | No change | 794 | $21K |
| McIlrath & Eck, LLC | 0.00% | No change | 793 | $21K |
| Global Retirement Partners, LLC | 0.00% | Add +3.1% | 768 | $20K |
| Cherry Tree Wealth Management, LLC | 0.00% | No change | 454 | $12K |
| Your Advocates Ltd., LLP | 0.00% | No change | 427 | $11K |
| Accredited Wealth Management, LLC | 0.01% | — | 400 | $10K |
| IFG Advisory, LLC | 0.00% | New | 10,000 | $10K |
| TruNorth Capital Management, LLC | 0.00% | No change | 198 | $5K |
| Hantz Financial Services, Inc. | 0.00% | New | 192 | $5K |
| Wells Fargo & Company | 0.00% | New | 142 | $4K |
| Tucker Asset Management LLC | 0.00% | No change | 125 | $3K |
| GoalVest Advisory LLC | 0.00% | No change | 117 | $3K |
| Grand Wealth Management, LLC | 0.00% | New | 115 | $3K |
| IFP Advisors, Inc | 0.00% | New | 58 | $2K |
| FMR LLC | 0.00% | New | 1 | $26 |
"% of holder's portfolio" is DFEV's weight in each manager's 13F, not the share of Dimensional Emrg MRKT Val the manager owns.