Dimensional Emrg MRKT ValDFEVETF
13F holders, Q1 2025 (March 31)192holders +11
25new positions
12sold out
1famous investor
$27.05avg. 13F price*
At the end of Q1 2025, 192 institutions reported holding Dimensional Emrg MRKT Val (DFEV) in their 13F filings, up 11 from Q4 2024. 25 opened new positions and 12 sold out. The largest holders were FMR LLC ($101.1M), Asset Dedication, LLC ($68.3M) and Ritholtz Wealth Management ($27.3M). 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 25 | $23.9M |
| Exits | 12 | $8.7M |
All 13F filers, Q4 2024 → Q1 2025: 7,148,684 shares bought and 1,062,303 shares sold, net +6,086,381 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 192 holders
| FMR LLC | 0.01% | Add +373929100.0% | 3,739,292 | $101.1M |
| Asset Dedication, LLC | 5.54% | Add +1.7% | 2,525,043 | $68.3M |
| Ritholtz Wealth Management | 0.82% | Reduce -0.9% | 1,008,414 | $27.3M |
| HighTower Advisors, LLC | 0.03% | Reduce -0.8% | 908,089 | $24.6M |
| Raymond James Financial Inc. | 0.01% | Add +8.4% | 834,175 | $22.6M |
| True Wealth Design, LLC | 8.30% | Reduce -0.2% | 806,016 | $21.8M |
| Jane Street Group, LLC | 0.03% | Add +94.1% | 673,257 | $18.2M |
| Marquette Asset Management, LLC | 3.06% | Reduce -0.0% | 642,896 | $17.4M |
| Sensible Money, LLC | 7.38% | Add +6.6% | 636,963 | $17.2M |
| Citadel Advisors | 0.02% | Add +3755.7% | 586,220 | $15.9M |
| Beacon Pointe Advisors, LLC | 0.17% | Reduce -11.9% | 553,718 | $15.0M |
| Exencial Wealth Advisors, LLC | 0.49% | Add +11.1% | 490,765 | $13.3M |
| Strata Wealth Advisors, LLC | 4.01% | Add +1191.4% | 476,403 | $12.9M |
| Eagle Wealth Strategies LLC | 7.83% | New | 471,548 | $12.8M |
| Janney Montgomery Scott LLC | 0.04% | Reduce -1.0% | 461,176 | $12.5M |
| Cambridge Financial Group, LLC | 5.28% | Reduce -2.6% | 459,878 | $12.4M |
| Evanson Asset Management, LLC | 0.88% | Reduce -1.9% | 458,246 | $12.4M |
| Jones Financial Companies LLLP | 0.01% | Add +73.7% | 455,373 | $12.3M |
| Freedom Investment Management, Inc. | 0.97% | Reduce -0.5% | 427,358 | $11.6M |
| Root Financial Partners, LLC | 1.10% | Reduce -8.0% | 380,846 | $10.3M |
| Index Fund Advisors, Inc. | 0.56% | Add +7.1% | 333,225 | $9.0M |
| Opes Wealth Management LLC | 1.81% | Reduce -2.1% | 330,681 | $8.9M |
| Graves Light Lenhart Wealth, Inc. | 1.04% | Add +4.8% | 314,354 | $8.5M |
| Alesco Advisors, LLC, An ESL Co | 0.24% | Add +8.8% | 280,839 | $7.6M |
| AE Wealth Management LLC | 0.06% | Add +9.3% | 267,368 | $7.2M |
| Blume Capital Management, Inc. | 1.56% | Add +6.5% | 257,048 | $7.0M |
| Financial Architects, LLC | 4.38% | Add +2.3% | 253,730 | $6.9M |
| Truist Financial Corp. | 0.01% | Add +0.4% | 253,131 | $6.8M |
| von Borstel & Associates, Inc. | 1.98% | Add +30.2% | 244,802 | $6.6M |
| DiNuzzo Private Wealth, Inc. | 0.75% | Add +1.0% | 219,339 | $5.9M |
| Aveo Capital Partners, LLC | 0.95% | Reduce -17.2% | 209,577 | $5.7M |
| Vestmark Advisory Solutions, Inc. | 0.14% | Add +10.2% | 202,881 | $5.5M |
| Betterment LLC | 0.01% | Add +57.5% | 200,687 | $5.4M |
| Waverly Advisors, LLC | 0.07% | Reduce -0.4% | 198,255 | $5.4M |
| Cordant, Inc. | 2.56% | Add +5.2% | 181,552 | $4.9M |
| PBMares Wealth Management LLC | 0.95% | Add +2.8% | 176,024 | $4.8M |
| Sterling Financial Planning, Inc. | 1.72% | Add +13.6% | 175,669 | $4.8M |
| Tortoise Investment Management, LLC | 0.46% | Add +19.6% | 161,936 | $4.4M |
| Breakwater Capital Group | 0.75% | Add +4.3% | 156,489 | $4.2M |
| NewEdge Advisors, LLC | 0.02% | Reduce -8.1% | 151,343 | $4.1M |
| United Wealth Management, LLC | 1.27% | Add +20.4% | 149,525 | $4.0M |
| Corient Private Wealth LP | 0.01% | Add +8.9% | 139,923 | $3.8M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -13.4% | 131,370 | $3.6M |
| Mills Wealth Advisors LLC | 1.87% | Add +12.9% | 130,094 | $3.5M |
| Timonier Family Office, LTD. | 1.51% | Add +19.4% | 126,341 | $3.4M |
| Maryland Capital Advisors Inc. | 1.46% | Add +11.8% | 122,260 | $3.3M |
| Pathstone Holdings, LLC | 0.01% | Add +2.1% | 121,594 | $3.3M |
| Savant Capital, LLC | 0.02% | Reduce -43.0% | 102,365 | $2.8M |
| Family Investment Center, Inc. | 0.67% | Reduce -72.3% | 100,849 | $2.7M |
| Integrity Alliance, Llc. | 0.11% | New | 100,169 | $2.7M |
| Dravo Bay LLC | 1.41% | Reduce -4.7% | 98,017 | $2.7M |
| OneDigital Investment Advisors LLC | 0.03% | Add +3.9% | 93,758 | $2.5M |
| Verum Partners LLC | 0.67% | Add +1.1% | 91,216 | $2.5M |
| Vestia Personal Wealth Advisors | 1.92% | Add +26.7% | 89,587 | $2.4M |
| Heritage Financial Services, LLC | 0.23% | Reduce -31.3% | 87,476 | $2.4M |
| Boyce & Associates Wealth Consulting, Inc. | 2.34% | Add +6.8% | 86,365 | $2.3M |
| Eq Wealth Advisors, LLC | 1.85% | Add +53.6% | 85,712 | $2.3M |
| Lam Group, Inc. | 1.67% | Reduce -1.5% | 84,085 | $2.3M |
| Astra Wealth Partners LLC | 2.14% | Add +3.1% | 82,722 | $2.2M |
| Chicago Partners Investment Group LLC | 0.07% | Reduce -2.8% | 81,658 | $2.2M |
| Wealth Advisors Northwest LLC | 1.42% | Add +3.2% | 82,634 | $2.2M |
| Schwarz Dygos Wheeler Investment Advisors LLC | 0.53% | Add +6.5% | 81,801 | $2.2M |
| Blue Oak Capital, LLC | 1.22% | Add +4.7% | 81,390 | $2.2M |
| Susquehanna International Group, LLP | 0.00% | New | 78,124 | $2.1M |
| Sequoia Financial Advisors, LLC | 0.02% | Reduce -1.8% | 77,976 | $2.1M |
| Main Street Financial Solutions, LLC | 0.18% | Add +205.2% | 77,269 | $2.1M |
| Allworth Financial LP | 0.01% | Reduce -1.7% | 75,970 | $2.0M |
| Glass Jacobson Investment Advisors llc | 0.65% | No change | 75,921 | $2.0M |
| JPMorgan Chase & Co. | 0.00% | Add +24.4% | 70,713 | $1.9M |
| White Wing Wealth Management | 1.49% | Add +11.1% | 74,075 | $1.9M |
| Osaic Holdings, Inc. | 0.00% | Add +109.5% | 68,097 | $1.8M |
| Golden Bell Financial Planning LLC | 1.76% | Add +34.4% | 66,829 | $1.8M |
| McGrath & Associates, Inc. | 3.18% | Reduce -1.3% | 64,495 | $1.7M |
| Steward Partners Investment Advisory, LLC | 0.02% | Reduce -13.8% | 63,822 | $1.7M |
| Farther Finance Advisors, LLC | 0.04% | Add +32.1% | 62,077 | $1.7M |
| Commonwealth Equity Services, LLC | 0.00% | Add +25.8% | 61,616 | $1.7M |
| Applied Capital LLC | 0.81% | Add +1.3% | 61,367 | $1.7M |
| Perigon Wealth Management, LLC | 0.04% | Add +309.7% | 59,783 | $1.6M |
| Abel Hall, LLC | 0.96% | Add +6.5% | 58,854 | $1.6M |
| Sax Wealth Advisors, LLC | 0.10% | Add +20.6% | 53,803 | $1.5M |
| EnRich Financial Partners LLC | 0.48% | Add +1.3% | 53,318 | $1.4M |
| Versant Capital Management, Inc | 0.24% | Add +76.9% | 52,777 | $1.4M |
| Spire Wealth Management | 0.04% | Add +9.5% | 47,873 | $1.3M |
| Bank of America Corp. | 0.00% | Reduce -9.8% | 46,509 | $1.3M |
| MML Investors Services, LLC | 0.00% | New | 46,400 | $1.3M |
| EP Wealth Advisors, LLC | 0.01% | Reduce -52.0% | 45,510 | $1.2M |
| Foundation Wealth Management, LLC\PA | 0.58% | Reduce -1.1% | 44,886 | $1.2M |
| Bank of Montreal | 0.00% | Reduce -0.2% | 44,787 | $1.2M |
| Cardiff Park Advisors, LLC | 0.12% | Add +0.3% | 44,234 | $1.2M |
| Pinney & Scofield, Inc. | 0.87% | Add +8.3% | 44,226 | $1.2M |
| Vantage Point Financial LLC | 0.60% | Add +23.0% | 43,884 | $1.2M |
| Porter White Investment Advisors, Inc. | 0.53% | Add +13.7% | 39,832 | $1.1M |
| Matisse Capital | 0.57% | No change | 39,760 | $1.1M |
| Clark Asset Management, LLC | 0.17% | New | 38,558 | $1.0M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -2.1% | 38,184 | $1.0M |
| Monograph Wealth Advisors, LLC | 0.13% | No change | 34,685 | $938K |
| Corus Family Wealth Advisors | 0.64% | Add +21.1% | 34,297 | $928K |
| Efficient Frontier Advisors LLC | 0.58% | Add +2.7% | 32,975 | $892K |
| Forum Financial Management, LP | 0.01% | Reduce -0.3% | 32,208 | $871K |
| Gibson Capital, LLC | 0.18% | No change | 31,982 | $865K |
| Oceanside Advisors LLC | 0.61% | Reduce -4.5% | 30,956 | $837K |
| Tru Independence Asset Management 2, LLC | 0.60% | Add +35.1% | 29,871 | $808K |
| U.S. Capital Wealth Advisors, LLC | 0.02% | Add +2.0% | 28,684 | $776K |
| Grunden Financial Advisory, Inc. | 0.34% | Add +5.3% | 26,102 | $706K |
| Royal Bank of Canada | 0.00% | Add +21.6% | 25,935 | $702K |
| CSS LLC | 0.13% | No change | 23,460 | $635K |
| Altiora Financial Group, LLC | 0.13% | No change | 22,676 | $613K |
| Baird Financial Group, Inc. | 0.00% | New | 22,608 | $612K |
| Dorsey & Whitney Trust CO LLC | 0.03% | No change | 21,719 | $587K |
| LPL Financial LLC | 0.00% | Reduce -4.9% | 21,315 | $577K |
| JFS Wealth Advisors, LLC | 0.04% | Reduce -19.7% | 20,335 | $550K |
| Rather & Kittrell, Inc. | 0.12% | Add +9.5% | 20,264 | $548K |
| Unison Advisors LLC | 0.07% | Reduce -6.3% | 19,703 | $533K |
| Moisand Fitzgerald Tamayo, LLC | 0.07% | No change | 18,534 | $501K |
| BOS Asset Management, LLC | 0.17% | Add +0.3% | 18,415 | $498K |
| Hanover Advisors Inc. | 0.21% | Add +0.6% | 18,101 | $490K |
| Park Avenue Securities LLC | 0.01% | Add +97.5% | 17,841 | $483K |
| RCS Financial Planning, LLC | 0.25% | Reduce -5.0% | 17,206 | $465K |
| Focus Partners Advisor Solutions, LLC | 0.01% | New | 16,979 | $459K |
| Natixis Advisors, LLC | 0.00% | New | 16,510 | $447K |
| Pettinga Financial Advisors LLC | 0.10% | Add +23.8% | 16,260 | $440K |
| Alpha Advisors, LLC | 0.38% | New | 15,980 | $432K |
| Landing Point Financial Group, LLC | 0.32% | Add +67.5% | 15,624 | $423K |
| Two West Capital Advisors LLC | 0.35% | Add +8.4% | 16,386 | $418K |
| Tranquility Partners, LLC | 0.16% | No change | 15,374 | $416K |
| Heritage Wealth Management, Inc./Texas | 0.22% | Reduce -2.7% | 14,066 | $380K |
| SwitchPoint Financial Planning, LLC | 0.35% | No change | 13,697 | $371K |
| Focus Partners Wealth | 0.00% | Reduce -3.2% | 13,270 | $359K |
| Firethorn Wealth Partners, LLC | 0.17% | Reduce -0.5% | 13,183 | $357K |
| Morgan Stanley | 0.00% | Add +62.5% | 12,520 | $339K |
| NCM Capital Management, LLC | 0.15% | Add +2.5% | 12,500 | $338K |
| Factor Wealth Management LTD | 0.10% | Reduce -4.6% | 11,829 | $320K |
| American Investment Services, Inc. | 0.06% | Add +14.4% | 11,692 | $316K |
| Austin Private Wealth, LLC | 0.03% | New | 11,545 | $312K |
| Fiduciary Financial Group, LLC | 0.07% | Add +0.8% | 12,280 | $306K |
| Avantax Advisory Services, Inc. | 0.00% | New | 10,864 | $294K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +6.6% | 10,549 | $285K |
| Equitable Holdings, Inc. | 0.00% | Reduce -13.7% | 10,000 | $271K |
| Rehmann Capital Advisory Group | 0.02% | Reduce -2.5% | 9,823 | $266K |
| Rockwood Wealth Management, LLC | 0.03% | No change | 9,818 | $266K |
| Wealthcare Advisory Partners LLC | 0.01% | Add +3.5% | 9,689 | $262K |
| Pacific Asset Management, LLC | 0.23% | Add +0.1% | 9,677 | $262K |
| Integrated Wealth Concepts LLC | 0.00% | Add +0.2% | 9,659 | $261K |
| Citigroup Inc. | 0.00% | Add +86.2% | 9,548 | $258K |
| Simplicity Wealth,LLC | 0.02% | New | 9,289 | $251K |
| Mraz, Amerine & Associates, Inc. | 0.04% | No change | 9,070 | $246K |
| Acorn Wealth Advisors, LLC | 0.10% | Add +6.9% | 8,934 | $242K |
| Sutton Place Investors LLC | 0.16% | Add +1.7% | 8,805 | $238K |
| Gentry Private Wealth, LLC | 0.19% | Reduce -32.2% | 8,716 | $236K |
| Wingate Wealth Advisors, Inc. | 0.27% | Add +0.2% | 8,608 | $233K |
| Orion Porfolio Solutions, LLC | 0.00% | New | 8,535 | $231K |
| Orion Portfolio Solutions, LLC | 0.00% | New | 8,535 | $231K |
| GeoWealth Management, LLC | 0.01% | Add +19.4% | 8,359 | $226K |
| Lazari Capital Management, Inc. | 0.09% | Reduce -9.2% | 8,312 | $225K |
| SageView Advisory Group, LLC | 0.01% | Add +2.1% | 8,203 | $222K |
| First Financial Group Corp | 0.23% | New | 7,580 | $205K |
| Gemmer Asset Management LLC | 0.02% | New | 7,547 | $204K |
| Mariner, LLC | 0.00% | New | 7,513 | $203K |
| Cloud Capital Management, LLC | 0.14% | — | 7,093 | $191K |
| Phillips Financial Management, LLC | 0.01% | Add +10.8% | 5,515 | $149K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +28.4% | 5,496 | $149K |
| Medallion Wealth Advisors, LLC | 0.07% | Add +7.3% | 5,446 | $148K |
| Glen Eagle Advisors, LLC | 0.02% | No change | 4,960 | $134K |
| Bruce G. Allen Investments, LLC | 0.10% | No change | 4,703 | $127K |
| Red Lighthouse Investment Management, LLC | 0.05% | No change | 4,398 | $114K |
| Comerica Bank | 0.00% | Add +170.0% | 3,713 | $100K |
| Vestor Capital, LLC | 0.01% | No change | 3,700 | $100K |
| Ancora Advisors LLC | 0.00% | Reduce -41.3% | 3,668 | $99K |
| Elevate Wealth Advisory, Inc. | 0.07% | Reduce -47.7% | 3,507 | $95K |
| Family CFO Inc | 0.04% | No change | 3,030 | $82K |
| Avondale Wealth Management | 0.03% | No change | 2,000 | $54K |
| Smithfield Trust Co | 0.00% | No change | 1,996 | $54K |
| Millstone Evans Group, LLC | 0.03% | Add +0.1% | 1,733 | $47K |
| Physician Wealth Advisors, Inc. | 0.01% | No change | 1,721 | $47K |
| US Bancorp \de | 0.00% | New | 1,407 | $38K |
| Principia Wealth Advisory, LLC | 0.03% | Add +12.9% | 1,400 | $35K |
| DecisionPoint Financial, LLC | 0.01% | No change | 910 | $25K |
| Garde Capital, Inc. | 0.00% | New | 823 | $22K |
| McIlrath & Eck, LLC | 0.00% | No change | 793 | $21K |
| Sittner & Nelson, LLC | 0.01% | New | 623 | $17K |
| C M Bidwell & Associates Ltd. | 0.01% | New | 535 | $14K |
| Cherry Tree Wealth Management, LLC | 0.00% | No change | 454 | $12K |
| Your Advocates Ltd., LLP | 0.00% | No change | 427 | $12K |
| Accredited Wealth Management, LLC | 0.01% | No change | 400 | $11K |
| UBS Group AG | 0.00% | New | 390 | $11K |
| Grand Wealth Management, LLC | 0.00% | Add +115.7% | 248 | $7K |
| TruNorth Capital Management, LLC | 0.00% | No change | 198 | $5K |
| Wells Fargo & Company | 0.00% | No change | 142 | $4K |
| Halbert Hargrove Global Advisors, LLC | 0.00% | New | 99 | $3K |
| Concord Wealth Partners | 0.00% | New | 74 | $2K |
| IFP Advisors, Inc | 0.00% | Add +13.8% | 66 | $2K |
| Capital A Wealth Management, LLC | 0.00% | New | 12 | $325 |
"% of holder's portfolio" is DFEV's weight in each manager's 13F, not the share of Dimensional Emrg MRKT Val the manager owns.