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 |
| Matisse Capital | 0.57% | No change | 39,760 | $1.3M |
| Clark Asset Management, LLC | 0.15% | Reduce -2.7% | 39,563 | $1.3M |
| Corus Family Wealth Advisors | 0.87% | Add +93.8% | 37,055 | $1.2M |
| Kestra Advisory Services, LLC | 0.01% | Add +8.0% | 36,409 | $1.2M |
| Tru Independence Asset Management 2, LLC | 0.73% | Add +4.0% | 34,998 | $1.1M |
| Monograph Wealth Advisors, LLC | 0.11% | No change | 34,685 | $1.1M |
| Old Mission Capital LLC | 0.04% | Reduce -71.1% | 34,350 | $1.1M |
| Grunden Financial Advisory, Inc. | 0.44% | Add +3.2% | 33,684 | $1.1M |
| EverSource Wealth Advisors, LLC | 0.04% | Add +24.1% | 32,280 | $1.0M |
| Forum Financial Management, LP | 0.01% | Add +0.0% | 32,210 | $1.0M |
| Porter White Investment Advisors, Inc. | 0.44% | Add +0.5% | 32,084 | $1.0M |
| Rather & Kittrell, Inc. | 0.17% | Add +11.6% | 31,322 | $999K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Add +78.2% | 29,316 | $987K |
| LPL Financial LLC | 0.00% | Add +4.9% | 30,507 | $973K |
| Cwm, LLC | 0.00% | New | 30,464 | $971K |
| Goldman Sachs Group Inc. | 0.00% | New | 30,177 | $962K |
| My Personal CFO, LLC | 0.37% | New | 29,963 | $956K |
| Foundation Wealth Management, LLC\PA | 0.37% | Reduce -16.6% | 29,963 | $956K |
| Oceanside Advisors LLC | 0.56% | Add +0.4% | 28,228 | $900K |
| Park Avenue Securities LLC | 0.01% | New | 27,946 | $891K |
| CSS LLC | 0.15% | Add +0.4% | 27,738 | $885K |
| U.S. Capital Wealth Advisors, LLC | 0.02% | Add +0.4% | 27,094 | $864K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +17.3% | 26,891 | $858K |
| Altiora Financial Group, LLC | 0.13% | No change | 22,676 | $723K |
| Dorsey & Whitney Trust CO LLC | 0.04% | No change | 21,719 | $693K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.08% | Add +123.3% | 21,471 | $685K |
| Gibson Capital, LLC | 0.13% | Reduce -33.3% | 21,365 | $681K |
| Tandem Financial, LLC | 0.24% | New | 20,419 | $651K |
| JFS Wealth Advisors, LLC | 0.04% | No change | 20,335 | $648K |
| Landing Point Financial Group, LLC | 0.34% | Add +0.1% | 20,231 | $645K |
| BOS Asset Management, LLC | 0.17% | Add +5.1% | 19,361 | $617K |
| Citigroup Inc. | 0.00% | Add +8.2% | 19,089 | $609K |
| Unison Advisors LLC | 0.06% | Add +1.0% | 18,999 | $606K |
| Hanover Advisors Inc. | 0.23% | Add +0.3% | 18,447 | $588K |
| Outbound Financial Inc | 0.48% | Reduce -1.2% | 18,397 | $587K |
| Moisand Fitzgerald Tamayo, LLC | 0.07% | Reduce -0.9% | 17,995 | $574K |
| Parkshore Wealth Management, Inc. | 0.23% | New | 17,985 | $574K |
| Alpha Advisors, LLC | 0.42% | Add +11.5% | 17,729 | $565K |
| Family CFO Inc | 0.25% | Add +12.5% | 17,336 | $553K |
| Two West Capital Advisors LLC | 0.33% | Add +0.7% | 16,617 | $551K |
| ARK & TLK Investments, LLC | 0.17% | Add +55.9% | 16,303 | $520K |
| Tranquility Partners, LLC | 0.17% | No change | 15,724 | $501K |
| Acorn Wealth Advisors, LLC | 0.15% | Add +47.4% | 15,126 | $482K |
| NCM Capital Management, LLC | 0.18% | Add +4.3% | 14,550 | $464K |
| Wealth Management Nebraska | 0.05% | New | 13,829 | $441K |
| SwitchPoint Financial Planning, LLC | 0.32% | No change | 13,697 | $437K |
| First Financial Group Corp | 0.37% | Add +43.3% | 13,440 | $429K |
| International Private Wealth Advisors LLC | 0.27% | New | 13,330 | $425K |
| Austin Private Wealth, LLC | 0.03% | Add +0.6% | 13,326 | $425K |
| Focus Partners Wealth | 0.00% | Add +5.5% | 13,270 | $423K |
| Rehmann Capital Advisory Group | 0.02% | Add +16.8% | 12,462 | $397K |
| Firethorn Wealth Partners, LLC | 0.16% | Reduce -1.9% | 12,458 | $397K |
| Fiduciary Financial Group, LLC | 0.06% | Reduce -0.3% | 12,271 | $391K |
| Factor Wealth Management LTD | 0.10% | Add +0.8% | 11,991 | $382K |
| Wealthcare Advisory Partners LLC | 0.01% | Add +16.9% | 11,492 | $366K |
| American Investment Services, Inc. | 0.08% | Reduce -0.8% | 10,979 | $350K |
| Daner Wealth Management, LLC | 0.22% | Reduce -3.8% | 10,652 | $345K |
| RCS Financial Planning, LLC | 0.15% | Reduce -10.0% | 10,781 | $344K |
| Sutton Place Investors LLC | 0.19% | Reduce -1.2% | 10,328 | $329K |
| Triad Wealth Partners, LLC | 0.04% | Add +4.8% | 10,261 | $327K |
| Cetera Investment Advisers | 0.00% | New | 10,151 | $324K |
| Brookstone Capital Management | 0.00% | New | 10,009 | $319K |
| Pacific Asset Management, LLC | 0.21% | Add +1.2% | 9,853 | $314K |
| Rockwood Wealth Management, LLC | 0.03% | No change | 9,818 | $313K |
| XY Planning Network, Inc. | 0.10% | No change | 9,687 | $291K |
| Mraz, Amerine & Associates, Inc. | 0.05% | No change | 9,070 | $289K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +4.7% | 8,857 | $282K |
| Wingate Wealth Advisors, Inc. | 0.19% | No change | 8,661 | $276K |
| Mattern Capital Management, LLC | 0.03% | Add +13.9% | 8,555 | $273K |
| Mariner, LLC | 0.00% | Add +7.9% | 8,507 | $271K |
| Equitable Holdings, Inc. | 0.00% | Add +11.2% | 8,142 | $260K |
| SageView Advisory Group, LLC | 0.01% | Reduce -0.7% | 7,983 | $255K |
| Great Valley Advisor Group, Inc. | 0.01% | Add +14.0% | 7,931 | $253K |
| Simplicity Wealth,LLC | 0.01% | New | 7,839 | $250K |
| McMill Wealth Management | 0.07% | New | 7,778 | $248K |
| Morgan Stanley | 0.00% | Add +4.8% | 7,766 | $248K |
| Cloud Capital Management, LLC | 0.13% | Add +1.1% | 7,560 | $241K |
| Gemmer Asset Management LLC | 0.02% | Reduce -0.6% | 7,353 | $235K |
| Shearwater Capital LLC | 0.13% | No change | 6,967 | $222K |
| Exit Wealth Advisors, LLC. | 0.14% | — | 6,500 | $207K |
| Vise Technologies, Inc. | 0.01% | New | 6,422 | $205K |
| Phillips Financial Management, LLC | 0.01% | Add +15.6% | 6,395 | $204K |
| Motco | 0.02% | Reduce -5.0% | 6,146 | $196K |
| Medallion Wealth Advisors, LLC | 0.06% | Add +0.5% | 5,478 | $175K |
| Glen Eagle Advisors, LLC | 0.02% | No change | 4,960 | $158K |
| Bruce G. Allen Investments, LLC | 0.11% | No change | 4,703 | $150K |
| Red Lighthouse Investment Management, LLC | 0.05% | No change | 4,398 | $140K |
| Vestor Capital, LLC | 0.01% | Reduce -86.5% | 3,700 | $118K |
| Elevate Wealth Advisory, Inc. | 0.08% | Add +2.7% | 3,601 | $115K |
| UBS Group AG | 0.00% | Add +957.6% | 3,321 | $106K |
| Ancora Advisors LLC | 0.00% | No change | 3,051 | $97K |
| Rockefeller Capital Management L.P. | 0.00% | New | 2,373 | $76K |
| Parallel Advisors, LLC | 0.00% | New | 2,332 | $74K |
| Smithfield Trust Co | 0.00% | No change | 1,996 | $64K |
| Wealthspire Advisors, LLC | 0.00% | New | 1,972 | $63K |
| DecisionPoint Financial, LLC | 0.01% | Add +91.7% | 1,744 | $56K |
| Physician Wealth Advisors, Inc. | 0.01% | Reduce -5.2% | 1,631 | $52K |
| Comerica Bank | 0.00% | Add +15.1% | 1,569 | $50K |
| C M Bidwell & Associates Ltd. | 0.02% | Add +38.0% | 1,416 | $45K |
| Principia Wealth Advisory, LLC | 0.03% | Add +1.5% | 1,330 | $42K |
| Steigerwald, Gordon & Koch Inc. | 0.00% | New | 862 | $27K |
| Strategic Wealth Partners, Ltd. | 0.00% | New | 806 | $26K |
| McIlrath & Eck, LLC | 0.00% | No change | 793 | $25K |
| Beaird Harris Wealth Management, LLC | 0.00% | No change | 645 | $21K |
| Grand Wealth Management, LLC | 0.01% | Add +1.3% | 559 | $18K |
| Russell Investments Group, Ltd. | 0.00% | New | 455 | $15K |
| Cherry Tree Wealth Management, LLC | 0.00% | No change | 454 | $14K |
| Global Retirement Partners, LLC | 0.00% | Reduce -41.9% | 449 | $14K |
| Your Advocates Ltd., LLP | 0.00% | No change | 427 | $14K |
| GoalVest Advisory LLC | 0.00% | New | 415 | $13K |
| HHM Wealth Advisors, LLC | 0.00% | New | 406 | $13K |
| Accredited Wealth Management, LLC | 0.01% | Reduce -78.8% | 85 | $13K |
| Sittner & Nelson, LLC | 0.00% | No change | 362 | $12K |
| Millstone Evans Group, LLC | 0.01% | Reduce -43.1% | 344 | $11K |
| Providence Capital Advisors, LLC | 0.00% | No change | 289 | $9K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -62.1% | 287 | $9K |
| TruNorth Capital Management, LLC | 0.00% | No change | 198 | $6K |
| IFP Advisors, Inc | 0.00% | Add +490.0% | 177 | $6K |
| Dunhill Financial, LLC | 0.00% | No change | 158 | $5K |
| Wells Fargo & Company | 0.00% | Reduce -81.8% | 158 | $5K |
| Harbour Investments, Inc. | 0.00% | No change | 156 | $5K |
| Howe & Rusling Inc. | 0.00% | No change | 112 | $4K |
| Concord Wealth Partners | 0.00% | No change | 74 | $2K |
| Darwin Wealth Management, LLC | 0.00% | New | 40 | $1K |
| Tompkins Financial Corp. | 0.00% | New | 6 | $191 |
| Signaturefd, 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.