Dimensional Emrg MRKT ValDFEVETF
13F holders, Q2 2025 (June 30)203holders +11
19new positions
9sold out
$30.08avg. 13F price*
At the end of Q2 2025, 203 institutions reported holding Dimensional Emrg MRKT Val (DFEV) in their 13F filings, up 11 from Q1 2025. 19 opened new positions and 9 sold out. The largest holders were Asset Dedication, LLC ($76.7M), Ritholtz Wealth Management ($37.4M) and Jones Financial Companies LLLP ($36.2M).
- Company
- Dimensional Emrg MRKT Val
- CUSIP
- 25434V740
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 19 | $6.5M |
| Exits | 9 | $17.5M |
All 13F filers, Q1 2025 → Q2 2025: 2,643,239 shares bought and 4,566,666 shares sold, net −1,923,427 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 203 holders
| Asset Dedication, LLC | 5.57% | Add +1.2% | 2,556,229 | $76.7M |
| Ritholtz Wealth Management | 0.83% | Add +23.7% | 1,247,799 | $37.4M |
| Jones Financial Companies LLLP | 0.03% | Add +166.7% | 1,214,257 | $36.2M |
| HighTower Advisors, LLC | 0.04% | Add +3.8% | 942,664 | $28.3M |
| Raymond James Financial Inc. | 0.01% | Add +5.1% | 877,088 | $26.3M |
| FMR LLC | 0.00% | Reduce -77.3% | 847,228 | $25.4M |
| True Wealth Design, LLC | 7.89% | Reduce -7.3% | 746,985 | $22.4M |
| Sensible Money, LLC | 7.83% | Add +8.1% | 688,611 | $20.7M |
| Marquette Asset Management, LLC | 3.29% | Add +1.9% | 654,800 | $19.6M |
| Beacon Pointe Advisors, LLC | 0.17% | Reduce -1.0% | 548,406 | $16.4M |
| Exencial Wealth Advisors, LLC | 0.57% | Add +9.9% | 539,495 | $16.2M |
| Strata Wealth Advisors, LLC | 4.44% | Add +12.9% | 537,847 | $16.1M |
| Cambridge Financial Group, LLC | 5.75% | Add +11.1% | 510,972 | $15.3M |
| Evanson Asset Management, LLC | 0.89% | Add +4.1% | 476,845 | $14.3M |
| Janney Montgomery Scott LLC | 0.04% | Add +2.9% | 474,303 | $14.2M |
| Eagle Wealth Strategies LLC | 7.88% | Reduce -0.3% | 470,016 | $14.1M |
| Vestmark Advisory Solutions, Inc. | 0.18% | Add +107.5% | 421,062 | $12.6M |
| Freedom Investment Management, Inc. | 0.97% | Reduce -5.5% | 403,824 | $12.1M |
| Index Fund Advisors, Inc. | 0.62% | Add +9.6% | 365,272 | $11.0M |
| Opes Wealth Management LLC | 1.78% | Add +1.4% | 335,130 | $10.1M |
| Susquehanna International Group, LLP | 0.01% | Add +316.8% | 325,631 | $9.8M |
| Graves Light Lenhart Wealth, Inc. | 1.15% | Add +2.9% | 323,304 | $9.7M |
| Alesco Advisors, LLC, An ESL Co | 0.28% | Add +14.2% | 320,787 | $9.6M |
| AE Wealth Management LLC | 0.07% | Add +12.7% | 301,362 | $9.0M |
| Blume Capital Management, Inc. | 1.59% | Add +1.4% | 260,708 | $7.8M |
| Financial Architects, LLC | 4.63% | Add +0.1% | 254,015 | $7.6M |
| von Borstel & Associates, Inc. | 2.00% | Add +2.7% | 251,390 | $7.6M |
| Truist Financial Corp. | 0.01% | Add +0.1% | 253,346 | $7.6M |
| Root Financial Partners, LLC | 0.69% | Reduce -37.2% | 239,147 | $7.2M |
| DiNuzzo Private Wealth, Inc. | 0.80% | Add +3.0% | 225,906 | $6.8M |
| Betterment LLC | 0.01% | Add +2.5% | 205,777 | $6.2M |
| Jane Street Group, LLC | 0.01% | Reduce -71.2% | 193,883 | $5.8M |
| Sterling Financial Planning, Inc. | 1.86% | Add +5.7% | 185,640 | $5.6M |
| Waverly Advisors, LLC | 0.06% | Reduce -6.7% | 184,984 | $5.5M |
| Tortoise Investment Management, LLC | 0.52% | Add +12.2% | 181,634 | $5.4M |
| PBMares Wealth Management LLC | 0.92% | Reduce -4.4% | 168,304 | $5.0M |
| Cordant, Inc. | 2.35% | Reduce -10.4% | 162,708 | $4.9M |
| United Wealth Management, LLC | 1.33% | Add +2.3% | 152,898 | $4.6M |
| Mills Wealth Advisors LLC | 2.07% | Add +15.8% | 150,625 | $4.5M |
| Breakwater Capital Group | 0.73% | Reduce -4.3% | 149,737 | $4.5M |
| NewEdge Advisors, LLC | 0.02% | Reduce -4.3% | 144,796 | $4.3M |
| Timonier Family Office, LTD. | 1.56% | Add +10.1% | 139,155 | $4.2M |
| Envestnet Asset Management Inc. | 0.00% | Add +4.5% | 137,323 | $4.1M |
| Maryland Capital Advisors Inc. | 1.49% | Add +3.5% | 126,576 | $3.8M |
| Old Mission Capital LLC | 0.10% | New | 118,958 | $3.6M |
| Pathstone Holdings, LLC | 0.01% | Reduce -7.1% | 112,915 | $3.4M |
| Family Investment Center, Inc. | 0.71% | Add +3.4% | 104,279 | $3.1M |
| Corient Private Wealth LP | 0.00% | Reduce -26.1% | 103,446 | $3.1M |
| Eq Wealth Advisors, LLC | 2.07% | Add +18.4% | 101,460 | $3.0M |
| Vestor Capital, LLC | 0.22% | Add +642.4% | 27,470 | $3.0M |
| Dravo Bay LLC | 1.45% | Reduce -0.9% | 97,142 | $3.0M |
| Integrity Alliance, Llc. | 0.16% | Reduce -0.6% | 99,612 | $3.0M |
| Vestia Personal Wealth Advisors | 1.99% | Add +8.0% | 96,718 | $2.9M |
| OneDigital Investment Advisors LLC | 0.03% | Reduce -3.0% | 90,899 | $2.7M |
| Bank of America Corp. | 0.00% | Add +93.5% | 90,008 | $2.7M |
| Savant Capital, LLC | 0.02% | Reduce -12.6% | 89,462 | $2.7M |
| Verum Partners LLC | 0.62% | Reduce -2.1% | 89,314 | $2.7M |
| Chicago Partners Investment Group LLC | 0.08% | Add +2.8% | 83,980 | $2.6M |
| Heritage Financial Services, LLC | 0.25% | Reduce -1.7% | 86,021 | $2.6M |
| Blue Oak Capital, LLC | 1.35% | Add +5.4% | 85,789 | $2.6M |
| Wealth Advisors Northwest LLC | 1.34% | Add +2.9% | 85,045 | $2.6M |
| Glass Jacobson Investment Advisors llc | 0.98% | Add +11.4% | 84,609 | $2.5M |
| Lam Group, Inc. | 1.70% | Add +0.6% | 84,585 | $2.5M |
| Steward Partners Investment Advisory, LLC | 0.02% | Add +29.7% | 82,770 | $2.5M |
| Schwarz Dygos Wheeler Investment Advisors LLC | 0.56% | Add +0.6% | 82,305 | $2.5M |
| Main Street Financial Solutions, LLC | 0.17% | Add +2.7% | 79,354 | $2.4M |
| Astra Wealth Partners LLC | 1.89% | Reduce -5.8% | 77,931 | $2.3M |
| Allworth Financial LP | 0.01% | Reduce -3.2% | 73,565 | $2.2M |
| White Wing Wealth Management | 1.48% | Reduce -1.6% | 72,883 | $2.2M |
| Farther Finance Advisors, LLC | 0.04% | Add +15.6% | 71,734 | $2.2M |
| MML Investors Services, LLC | 0.01% | Add +54.4% | 71,626 | $2.1M |
| Sax Wealth Advisors, LLC | 0.13% | Add +28.9% | 69,332 | $2.1M |
| Sequoia Financial Advisors, LLC | 0.01% | Reduce -11.3% | 69,128 | $2.1M |
| Boyce & Associates Wealth Consulting, Inc. | 1.84% | Reduce -22.2% | 67,175 | $2.0M |
| Golden Bell Financial Planning LLC | 1.88% | Reduce -0.4% | 66,575 | $2.0M |
| McGrath & Associates, Inc. | 3.06% | Reduce -2.8% | 62,685 | $1.9M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -7.0% | 57,335 | $1.7M |
| Versant Capital Management, Inc | 0.26% | Add +8.6% | 57,306 | $1.7M |
| Orion Porfolio Solutions, LLC | 0.01% | Add +567.1% | 56,937 | $1.7M |
| JPMorgan Chase & Co. | 0.00% | Reduce -20.5% | 56,216 | $1.7M |
| Abel Hall, LLC | 0.76% | Reduce -6.8% | 54,856 | $1.6M |
| Perigon Wealth Management, LLC | 0.04% | Reduce -12.4% | 52,354 | $1.6M |
| Applied Capital LLC | 0.68% | Reduce -15.8% | 51,695 | $1.6M |
| EnRich Financial Partners LLC | 0.47% | Reduce -4.0% | 51,213 | $1.5M |
| Vantage Point Financial LLC | 0.62% | Add +6.8% | 46,844 | $1.4M |
| Spire Wealth Management | 0.05% | Reduce -2.3% | 46,762 | $1.4M |
| Cardiff Park Advisors, LLC | 0.12% | Add +1.5% | 44,914 | $1.3M |
| Bank of Montreal | 0.00% | Reduce -0.4% | 44,624 | $1.3M |
| Pinney & Scofield, Inc. | 0.90% | Reduce -0.1% | 44,174 | $1.3M |
| Natixis Advisors, LLC | 0.00% | Add +157.2% | 42,466 | $1.3M |
| Osaic Holdings, Inc. | 0.00% | Reduce -37.7% | 42,396 | $1.3M |
| Clark Asset Management, LLC | 0.17% | Add +5.4% | 40,644 | $1.2M |
| Matisse Capital | 0.56% | No change | 39,760 | $1.2M |
| Pettinga Financial Advisors LLC | 0.24% | Add +122.7% | 36,207 | $1.1M |
| Foundation Wealth Management, LLC\PA | 0.47% | Reduce -19.9% | 35,944 | $1.1M |
| Monograph Wealth Advisors, LLC | 0.13% | No change | 34,685 | $1.0M |
| Kestra Advisory Services, LLC | 0.00% | Reduce -11.7% | 33,722 | $1.0M |
| Tru Independence Asset Management 2, LLC | 0.69% | Add +12.6% | 33,647 | $1.0M |
| Efficient Frontier Advisors LLC | 0.63% | No change | 32,975 | $989K |
| Grunden Financial Advisory, Inc. | 0.43% | Add +25.0% | 32,628 | $979K |
| Forum Financial Management, LP | 0.01% | Add +0.0% | 32,209 | $966K |
| Gibson Capital, LLC | 0.19% | Add +0.1% | 32,021 | $960K |
| Porter White Investment Advisors, Inc. | 0.45% | Reduce -19.9% | 31,917 | $957K |
| LPL Financial LLC | 0.00% | Add +36.4% | 29,079 | $872K |
| Baird Financial Group, Inc. | 0.00% | Add +26.9% | 28,680 | $860K |
| Oceanside Advisors LLC | 0.56% | Reduce -9.2% | 28,109 | $843K |
| Rather & Kittrell, Inc. | 0.17% | Add +38.5% | 28,074 | $842K |
| CSS LLC | 0.15% | Add +17.8% | 27,631 | $829K |
| U.S. Capital Wealth Advisors, LLC | 0.02% | Reduce -5.9% | 26,992 | $809K |
| EverSource Wealth Advisors, LLC | 0.04% | New | 26,018 | $780K |
| Royal Bank of Canada | 0.00% | Reduce -1.0% | 25,687 | $770K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +117.4% | 22,930 | $688K |
| Altiora Financial Group, LLC | 0.13% | No change | 22,676 | $680K |
| Dorsey & Whitney Trust CO LLC | 0.03% | No change | 21,719 | $651K |
| JFS Wealth Advisors, LLC | 0.04% | No change | 20,335 | $610K |
| Landing Point Financial Group, LLC | 0.38% | Add +29.4% | 20,212 | $606K |
| EP Wealth Advisors, LLC | 0.00% | Reduce -56.3% | 19,890 | $596K |
| Corus Family Wealth Advisors | 0.41% | Reduce -44.3% | 19,115 | $573K |
| Unison Advisors LLC | 0.06% | Reduce -4.5% | 18,813 | $564K |
| Outbound Financial Inc | 0.51% | — | 18,618 | $558K |
| BOS Asset Management, LLC | 0.18% | Add +0.0% | 18,420 | $552K |
| Hanover Advisors Inc. | 0.22% | Add +1.6% | 18,394 | $552K |
| Moisand Fitzgerald Tamayo, LLC | 0.07% | Reduce -2.1% | 18,151 | $544K |
| Citigroup Inc. | 0.00% | Add +84.8% | 17,649 | $529K |
| Two West Capital Advisors LLC | 0.33% | Add +0.7% | 16,507 | $509K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Reduce -3.1% | 16,450 | $493K |
| Alpha Advisors, LLC | 0.41% | Reduce -0.5% | 15,903 | $477K |
| Tranquility Partners, LLC | 0.17% | Add +2.3% | 15,724 | $472K |
| Family CFO Inc | 0.23% | Add +408.7% | 15,413 | $462K |
| NCM Capital Management, LLC | 0.17% | Add +11.6% | 13,950 | $419K |
| SwitchPoint Financial Planning, LLC | 0.34% | No change | 13,697 | $411K |
| Austin Private Wealth, LLC | 0.03% | Add +14.7% | 13,242 | $397K |
| Firethorn Wealth Partners, LLC | 0.17% | Reduce -3.6% | 12,702 | $381K |
| Focus Partners Wealth | 0.00% | Reduce -5.2% | 12,580 | $377K |
| Fiduciary Financial Group, LLC | 0.07% | Add +0.2% | 12,307 | $370K |
| RCS Financial Planning, LLC | 0.18% | Reduce -30.4% | 11,982 | $359K |
| Factor Wealth Management LTD | 0.10% | Add +0.6% | 11,897 | $357K |
| Daner Wealth Management, LLC | 0.24% | — | 11,072 | $344K |
| American Investment Services, Inc. | 0.08% | Reduce -5.4% | 11,064 | $332K |
| Rehmann Capital Advisory Group | 0.02% | Add +8.6% | 10,668 | $320K |
| ARK & TLK Investments, LLC | 0.10% | New | 10,461 | $314K |
| Sutton Place Investors LLC | 0.19% | Add +18.7% | 10,454 | $314K |
| Acorn Wealth Advisors, LLC | 0.11% | Add +14.9% | 10,265 | $308K |
| Wealthcare Advisory Partners LLC | 0.01% | Add +1.5% | 9,832 | $295K |
| Rockwood Wealth Management, LLC | 0.03% | No change | 9,818 | $294K |
| Triad Wealth Partners, LLC | 0.06% | New | 9,790 | $294K |
| Integrated Wealth Concepts LLC | 0.00% | Add +0.8% | 9,736 | $292K |
| Pacific Asset Management, LLC | 0.23% | Add +0.6% | 9,733 | $292K |
| XY Planning Network, Inc. | 0.10% | New | 9,687 | $291K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.04% | New | 9,617 | $288K |
| First Financial Group Corp | 0.27% | Add +23.8% | 9,380 | $281K |
| Mraz, Amerine & Associates, Inc. | 0.04% | No change | 9,070 | $272K |
| Wingate Wealth Advisors, Inc. | 0.23% | Add +0.6% | 8,661 | $260K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +53.9% | 8,457 | $254K |
| Avantax Advisory Services, Inc. | 0.00% | Reduce -24.4% | 8,208 | $246K |
| SageView Advisory Group, LLC | 0.01% | Reduce -2.0% | 8,041 | $246K |
| Mariner, LLC | 0.00% | Add +4.9% | 7,884 | $236K |
| Lazari Capital Management, Inc. | 0.09% | Reduce -7.8% | 7,667 | $230K |
| Cloud Capital Management, LLC | 0.14% | Add +5.4% | 7,477 | $226K |
| Mattern Capital Management, LLC | 0.03% | New | 7,513 | $225K |
| Morgan Stanley | 0.00% | Reduce -40.8% | 7,407 | $222K |
| Gemmer Asset Management LLC | 0.02% | Reduce -2.0% | 7,396 | $222K |
| Equitable Holdings, Inc. | 0.00% | Reduce -26.8% | 7,324 | $220K |
| Shearwater Capital LLC | 0.13% | New | 6,967 | $209K |
| Great Valley Advisor Group, Inc. | 0.00% | New | 6,956 | $209K |
| Motco | 0.02% | New | 6,472 | $195K |
| Phillips Financial Management, LLC | 0.01% | Add +0.3% | 5,534 | $166K |
| Medallion Wealth Advisors, LLC | 0.06% | Add +0.1% | 5,450 | $164K |
| Glen Eagle Advisors, LLC | 0.02% | No change | 4,960 | $149K |
| Bruce G. Allen Investments, LLC | 0.11% | No change | 4,703 | $141K |
| Red Lighthouse Investment Management, LLC | 0.05% | No change | 4,398 | $132K |
| Elevate Wealth Advisory, Inc. | 0.07% | No change | 3,507 | $105K |
| Ancora Advisors LLC | 0.00% | Reduce -16.8% | 3,051 | $91K |
| Brooklyn Investment Group | 0.01% | New | 2,867 | $86K |
| Smithfield Trust Co | 0.00% | No change | 1,996 | $60K |
| Avondale Wealth Management | 0.03% | No change | 2,000 | $60K |
| Physician Wealth Advisors, Inc. | 0.01% | No change | 1,721 | $52K |
| Comerica Bank | 0.00% | Reduce -63.3% | 1,363 | $41K |
| Principia Wealth Advisory, LLC | 0.03% | Reduce -6.4% | 1,310 | $39K |
| Garde Capital, Inc. | 0.00% | Add +25.8% | 1,035 | $31K |
| C M Bidwell & Associates Ltd. | 0.02% | Add +91.8% | 1,026 | $31K |
| DecisionPoint Financial, LLC | 0.01% | No change | 910 | $27K |
| Wells Fargo & Company | 0.00% | Add +510.6% | 867 | $26K |
| McIlrath & Eck, LLC | 0.00% | No change | 793 | $24K |
| Global Retirement Partners, LLC | 0.00% | — | 773 | $23K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 758 | $23K |
| Beaird Harris Wealth Management, LLC | 0.00% | New | 645 | $19K |
| Millstone Evans Group, LLC | 0.01% | Reduce -65.1% | 605 | $18K |
| Grand Wealth Management, LLC | 0.01% | Add +122.6% | 552 | $17K |
| Cherry Tree Wealth Management, LLC | 0.00% | No change | 454 | $14K |
| Your Advocates Ltd., LLP | 0.00% | No change | 427 | $13K |
| Accredited Wealth Management, LLC | 0.01% | No change | 400 | $12K |
| Ridgewood Investments LLC | 0.01% | New | 396 | $12K |
| Sittner & Nelson, LLC | 0.00% | Reduce -41.9% | 362 | $11K |
| Christopher J. Hasenberg, Inc | 0.00% | New | 338 | $10K |
| UBS Group AG | 0.00% | Reduce -19.5% | 314 | $9K |
| Providence Capital Advisors, LLC | 0.00% | New | 289 | $9K |
| TruNorth Capital Management, LLC | 0.00% | No change | 198 | $6K |
| Dunhill Financial, LLC | 0.00% | New | 158 | $5K |
| Harbour Investments, Inc. | 0.00% | New | 156 | $5K |
| Howe & Rusling Inc. | 0.00% | New | 112 | $3K |
| Concord Wealth Partners | 0.00% | No change | 74 | $2K |
| IFP Advisors, Inc | 0.00% | Reduce -54.5% | 30 | $926 |
"% of holder's portfolio" is DFEV's weight in each manager's 13F, not the share of Dimensional Emrg MRKT Val the manager owns.