Dimensional Emrg MRKT ValDFEVETF
13F holders, Q3 2025 (September 30)226holders +23
31new positions
5sold out
1famous investor
$31.88avg. 13F price*
At the end of Q3 2025, 226 institutions reported holding Dimensional Emrg MRKT Val (DFEV) in their 13F filings, up 23 from Q2 2025. 31 opened new positions and 5 sold out. The largest holders were Asset Dedication, LLC ($82.9M), Ritholtz Wealth Management ($41.6M) and Jones Financial Companies LLLP ($40.6M). 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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 31 | $34.2M |
| Exits | 5 | $419K |
All 13F filers, Q2 2025 → Q3 2025: 2,252,381 shares bought and 640,606 shares sold, net +1,611,775 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 226 holders
| Asset Dedication, LLC | 5.57% | Add +1.6% | 2,598,015 | $82.9M |
| Ritholtz Wealth Management | 0.81% | Add +4.5% | 1,303,809 | $41.6M |
| Jones Financial Companies LLLP | 0.03% | Add +5.8% | 1,284,433 | $40.6M |
| HighTower Advisors, LLC | 0.03% | Reduce -0.4% | 938,826 | $29.9M |
| Raymond James Financial Inc. | 0.01% | Add +2.9% | 902,519 | $28.8M |
| FMR LLC | 0.00% | Reduce -1.1% | 837,987 | $26.7M |
| True Wealth Design, LLC | 7.21% | Reduce -1.0% | 739,518 | $23.6M |
| Sensible Money, LLC | 7.71% | Add +3.3% | 711,552 | $22.7M |
| Marquette Asset Management, LLC | 3.27% | Add +2.2% | 669,244 | $21.3M |
| Beacon Pointe Advisors, LLC | 0.16% | Add +8.7% | 595,885 | $19.0M |
| Exencial Wealth Advisors, LLC | 0.60% | Add +6.2% | 572,944 | $18.3M |
| Evanson Asset Management, LLC | 0.96% | Add +11.6% | 531,974 | $17.0M |
| Janney Montgomery Scott LLC | 0.04% | Add +10.8% | 525,657 | $16.8M |
| Cambridge Financial Group, LLC | 5.10% | Reduce -2.8% | 496,696 | $15.8M |
| Strata Wealth Advisors, LLC | 4.05% | Reduce -10.6% | 480,936 | $15.3M |
| Eagle Wealth Strategies LLC | 7.59% | Add +1.8% | 478,568 | $15.3M |
| Index Fund Advisors, Inc. | 0.63% | Add +11.9% | 408,797 | $13.0M |
| Alesco Advisors, LLC, An ESL Co | 0.34% | Add +21.9% | 391,206 | $12.5M |
| Freedom Investment Management, Inc. | 3.29% | Reduce -3.4% | 390,016 | $12.4M |
| Graves Light Lenhart Wealth, Inc. | 1.19% | Add +4.3% | 337,268 | $10.8M |
| Opes Wealth Management LLC | 1.87% | Reduce -0.4% | 333,832 | $10.6M |
| AE Wealth Management LLC | 0.06% | Reduce -4.4% | 288,101 | $9.2M |
| von Borstel & Associates, Inc. | 1.32% | Add +1.7% | 255,597 | $8.6M |
| Susquehanna International Group, LLP | 0.01% | Reduce -17.6% | 268,328 | $8.6M |
| Blume Capital Management, Inc. | 1.61% | Add +0.5% | 262,108 | $8.4M |
| Financial Architects, LLC | 4.72% | Add +2.4% | 260,110 | $8.3M |
| Root Financial Partners, LLC | 0.51% | Add +8.3% | 258,988 | $8.3M |
| Truist Financial Corp. | 0.01% | Reduce -0.1% | 253,025 | $8.1M |
| Vestmark Advisory Solutions, Inc. | 0.13% | Reduce -47.8% | 219,693 | $7.0M |
| Betterment LLC | 0.01% | Add +6.7% | 219,510 | $7.0M |
| DiNuzzo Private Wealth, Inc. | 0.79% | Reduce -0.1% | 225,684 | $7.0M |
| Jane Street Group, LLC | 0.01% | Add +3.1% | 200,000 | $6.4M |
| Waverly Advisors, LLC | 0.06% | Add +3.4% | 191,177 | $6.1M |
| Tortoise Investment Management, LLC | 0.54% | Add +4.5% | 189,754 | $6.1M |
| Estate Counselors, LLC | 0.50% | New | 181,250 | $5.8M |
| PBMares Wealth Management LLC | 0.92% | Add +6.1% | 178,623 | $5.7M |
| Sterling Financial Planning, Inc. | 1.79% | Reduce -4.1% | 178,056 | $5.7M |
| Cordant, Inc. | 2.40% | Add +2.6% | 166,942 | $5.3M |
| Royal Bank of Canada | 0.00% | Add +530.8% | 162,041 | $5.2M |
| Mills Wealth Advisors LLC | 2.06% | Add +5.6% | 159,112 | $5.1M |
| Moneta Group Investment Advisors LLC | 0.04% | New | 157,314 | $5.0M |
| United Wealth Management, LLC | 1.34% | Add +1.1% | 154,533 | $4.9M |
| Envestnet Asset Management Inc. | 0.00% | Add +8.6% | 149,179 | $4.8M |
| Timonier Family Office, LTD. | 1.56% | Add +7.0% | 148,912 | $4.7M |
| Breakwater Capital Group | 0.69% | Reduce -1.4% | 147,581 | $4.7M |
| Maryland Capital Advisors Inc. | 1.51% | Add +4.7% | 132,498 | $4.2M |
| NewEdge Advisors, LLC | 0.02% | Reduce -9.9% | 130,449 | $4.2M |
| Mach-1 Financial Group, LLC | 0.61% | New | 120,143 | $3.8M |
| Integrity Advisory Solutions, LLC | 0.61% | — | 120,143 | $3.8M |
| Vestia Personal Wealth Advisors | 2.00% | Add +31.5% | 127,149 | $3.8M |
| Creative Planning | 0.00% | New | 116,125 | $3.7M |
| Pathstone Holdings, LLC | 0.01% | Reduce -3.1% | 109,449 | $3.5M |
| Citadel Advisors | 0.00% | New | 109,139 | $3.5M |
| Family Investment Center, Inc. | 0.71% | Add +3.1% | 107,564 | $3.4M |
| Eq Wealth Advisors, LLC | 2.21% | Add +3.8% | 105,299 | $3.4M |
| Dravo Bay LLC | 1.47% | Add +7.5% | 104,403 | $3.3M |
| Bank of America Corp. | 0.00% | Add +13.3% | 101,933 | $3.3M |
| Integrity Alliance, Llc. | 0.15% | Add +0.7% | 100,268 | $3.2M |
| Sax Wealth Advisors, LLC | 0.17% | Add +43.1% | 99,239 | $3.2M |
| Corient Private Wealth LP | 0.00% | Reduce -6.1% | 97,160 | $3.1M |
| OneDigital Investment Advisors LLC | 0.03% | Add +2.3% | 92,995 | $3.0M |
| Chicago Partners Investment Group LLC | 0.08% | Add +2.5% | 86,108 | $2.9M |
| Composition Wealth, LLC | 0.04% | New | 90,472 | $2.9M |
| Verum Partners LLC | 0.61% | Add +0.1% | 89,440 | $2.9M |
| White Wing Wealth Management | 1.74% | Add +19.7% | 87,273 | $2.8M |
| MML Investors Services, LLC | 0.01% | Add +17.8% | 84,363 | $2.7M |
| Heritage Financial Services, LLC | 0.24% | Reduce -1.9% | 84,340 | $2.7M |
| Glass Jacobson Investment Advisors llc | 0.97% | Reduce -0.4% | 84,277 | $2.7M |
| Lam Group, Inc. | 1.65% | Reduce -1.6% | 83,260 | $2.7M |
| Wealth Advisors Northwest LLC | 1.28% | Reduce -2.4% | 83,030 | $2.6M |
| Savant Capital, LLC | 0.02% | Reduce -7.4% | 82,870 | $2.6M |
| Steward Partners Investment Advisory, LLC | 0.02% | Reduce -0.4% | 82,403 | $2.6M |
| Farther Finance Advisors, LLC | 0.04% | Add +14.2% | 81,917 | $2.6M |
| Schwarz Dygos Wheeler Investment Advisors LLC | 0.55% | Reduce -1.6% | 81,018 | $2.6M |
| Astra Wealth Partners LLC | 1.78% | Add +2.6% | 79,958 | $2.5M |
| Main Street Financial Solutions, LLC | 0.16% | Reduce -4.3% | 75,905 | $2.4M |
| Golden Bell Financial Planning LLC | 2.03% | Add +10.3% | 73,400 | $2.3M |
| Sequoia Financial Advisors, LLC | 0.01% | Reduce -1.6% | 68,053 | $2.2M |
| Natixis Advisors, LLC | 0.00% | Add +56.3% | 66,383 | $2.1M |
| Integrated Wealth Concepts LLC | 0.02% | Add +549.2% | 63,209 | $2.0M |
| Stokes Family Office, LLC | 0.19% | New | 62,106 | $2.0M |
| Orion Porfolio Solutions, LLC | 0.01% | Add +5.9% | 60,280 | $1.9M |
| Versant Capital Management, Inc | 0.26% | Add +5.0% | 60,169 | $1.9M |
| McGrath & Associates, Inc. | 2.83% | Reduce -4.7% | 59,721 | $1.9M |
| JPMorgan Chase & Co. | 0.00% | Add +6.1% | 59,653 | $1.9M |
| Abel Hall, LLC | 0.75% | Add +6.4% | 58,352 | $1.9M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -4.1% | 54,969 | $1.8M |
| Applied Capital LLC | 0.66% | Reduce -0.2% | 51,573 | $1.6M |
| Cardiff Park Advisors, LLC | 0.13% | Add +13.8% | 51,093 | $1.6M |
| EnRich Financial Partners LLC | 0.46% | Reduce -1.5% | 50,465 | $1.6M |
| Allworth Financial LP | 0.01% | Reduce -32.1% | 49,943 | $1.6M |
| Pettinga Financial Advisors LLC | 0.30% | Add +34.7% | 48,764 | $1.6M |
| Baird Financial Group, Inc. | 0.00% | Add +69.6% | 48,638 | $1.6M |
| Spire Wealth Management | 0.05% | Add +0.9% | 47,204 | $1.5M |
| Perigon Wealth Management, LLC | 0.03% | Reduce -12.7% | 45,710 | $1.5M |
| Vantage Point Financial LLC | 0.56% | Reduce -3.4% | 45,265 | $1.4M |
| Osaic Holdings, Inc. | 0.00% | Add +7.1% | 45,420 | $1.4M |
| Pinney & Scofield, Inc. | 0.89% | Add +1.4% | 44,775 | $1.4M |
| Boyce & Associates Wealth Consulting, Inc. | 1.16% | Reduce -33.6% | 44,618 | $1.4M |
| Bank of Montreal | 0.00% | Reduce -8.0% | 41,044 | $1.3M |
"% of holder's portfolio" is DFEV's weight in each manager's 13F, not the share of Dimensional Emrg MRKT Val the manager owns.