Dimensional Emrg MRKT ValDFEVETF
13F holders, Q4 2025 (December 31)251holders +25
22new positions
16sold out
$33.54avg. 13F price*
At the end of Q4 2025, 251 institutions reported holding Dimensional Emrg MRKT Val (DFEV) in their 13F filings, up 25 from Q3 2025. 22 opened new positions and 16 sold out. The largest holders were Asset Dedication, LLC ($89.5M), Jones Financial Companies LLLP ($54.8M) and Ritholtz Wealth Management ($45.2M).
- Company
- Dimensional Emrg MRKT Val
- CUSIP
- 25434V740
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 22 | $7.6M |
| Exits | 16 | $28.1M |
All 13F filers, Q3 2025 → Q4 2025: 1,724,105 shares bought and 1,371,940 shares sold, net +352,165 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 251 holders
| Asset Dedication, LLC | 5.88% | Add +2.1% | 2,652,610 | $89.5M |
| Jones Financial Companies LLLP | 0.03% | Add +26.4% | 1,622,858 | $54.8M |
| Ritholtz Wealth Management | 0.83% | Add +2.9% | 1,341,125 | $45.2M |
| Raymond James Financial Inc. | 0.01% | Add +4.1% | 939,619 | $31.7M |
| HighTower Advisors, LLC | 0.03% | Reduce -0.7% | 932,682 | $31.5M |
| FMR LLC | 0.00% | Reduce -0.8% | 831,372 | $28.1M |
| Sensible Money, LLC | 7.88% | Add +2.7% | 730,900 | $24.7M |
| True Wealth Design, LLC | 6.97% | Reduce -4.7% | 704,601 | $23.8M |
| Exencial Wealth Advisors, LLC | 0.72% | Add +17.8% | 674,897 | $22.8M |
| Marquette Asset Management, LLC | 3.36% | Add +0.8% | 674,705 | $22.8M |
| Beacon Pointe Advisors, LLC | 0.14% | Add +1.7% | 606,046 | $20.4M |
| Evanson Asset Management, LLC | 1.00% | Add +3.6% | 551,175 | $18.6M |
| Janney Montgomery Scott LLC | 0.04% | Add +4.7% | 550,474 | $18.6M |
| NorthAvenue LLC | 15.34% | — | 549,309 | $18.5M |
| Eagle Wealth Strategies LLC | 7.59% | Add +0.9% | 482,981 | $16.3M |
| Index Fund Advisors, Inc. | 0.70% | Add +7.6% | 439,842 | $14.8M |
| Alesco Advisors, LLC, An ESL Co | 0.38% | Add +12.4% | 439,641 | $14.8M |
| Strata Wealth Advisors, LLC | 3.96% | Reduce -12.3% | 421,781 | $14.2M |
| Cambridge Financial Group, LLC | 4.72% | Add +1.8% | 505,547 | $13.6M |
| Guardian Wealth Management, LLC | 3.91% | — | 365,694 | $12.3M |
| Graves Light Lenhart Wealth, Inc. | 1.27% | Add +4.9% | 353,652 | $11.9M |
| Freedom Investment Management, Inc. | 3.44% | Reduce -10.0% | 351,153 | $11.8M |
| Opes Wealth Management LLC | 1.89% | Reduce -1.0% | 330,514 | $11.2M |
| AE Wealth Management LLC | 0.05% | Reduce -5.8% | 271,346 | $9.2M |
| Financial Architects, LLC | 4.82% | Add +2.2% | 265,840 | $9.0M |
| Blume Capital Management, Inc. | 1.63% | Add +0.1% | 262,308 | $8.9M |
| Truist Financial Corp. | 0.01% | Reduce -0.3% | 252,382 | $8.5M |
| von Borstel & Associates, Inc. | 1.99% | Reduce -1.4% | 252,041 | $8.5M |
| Betterment LLC | 0.01% | Add +2.4% | 224,775 | $7.6M |
| Vestmark Advisory Solutions, Inc. | 0.10% | Add +0.5% | 220,729 | $7.4M |
| DiNuzzo Private Wealth, Inc. | 0.77% | Reduce -7.3% | 209,276 | $7.1M |
| Vise Technologies, Inc. | 0.13% | Add +3022.1% | 200,501 | $6.8M |
| Cordant, Inc. | 2.80% | Add +18.4% | 197,751 | $6.7M |
| Tortoise Investment Management, LLC | 0.58% | Add +2.5% | 194,412 | $6.6M |
| Waverly Advisors, LLC | 0.05% | Add +0.4% | 191,982 | $6.5M |
| SPWM Advisors LLC | 6.12% | — | 189,228 | $6.4M |
| Estate Counselors, LLC | 0.52% | Add +1.6% | 184,115 | $6.2M |
| Sterling Financial Planning, Inc. | 1.83% | Add +1.1% | 179,951 | $6.1M |
| Root Financial Partners, LLC | 0.31% | Reduce -31.3% | 178,024 | $6.0M |
| Mills Wealth Advisors LLC | 2.22% | Add +4.8% | 166,743 | $5.6M |
| Moneta Group Investment Advisors LLC | 0.04% | Add +3.2% | 162,332 | $5.5M |
| United Wealth Management, LLC | 1.39% | Add +3.2% | 159,541 | $5.4M |
| Royal Bank of Canada | 0.00% | Reduce -4.9% | 154,133 | $5.2M |
| Timonier Family Office, LTD. | 1.61% | Add +1.0% | 150,467 | $5.1M |
| Breakwater Capital Group | 0.71% | Add +1.8% | 150,161 | $5.1M |
| Vestia Personal Wealth Advisors | 2.57% | Add +19.2% | 151,543 | $5.1M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -3.3% | 144,242 | $4.9M |
| Financially in Tune, LLC | 4.23% | — | 134,302 | $4.5M |
| Maryland Capital Advisors Inc. | 1.52% | Add +0.5% | 133,218 | $4.5M |
| Integrity Advisory Solutions, LLC | 0.64% | Add +9.7% | 131,814 | $4.4M |
| Creative Planning | 0.00% | Add +12.4% | 130,532 | $4.4M |
| Sax Wealth Advisors, LLC | 0.19% | Add +23.0% | 122,072 | $4.1M |
| McCartney Wealth Management LLC | 3.43% | — | 117,736 | $4.0M |
| Farther Finance Advisors, LLC | 0.04% | Add +43.4% | 117,433 | $4.0M |
| Integrity Alliance, Llc. | 0.14% | Add +10.4% | 110,721 | $3.7M |
| Dravo Bay LLC | 1.55% | Add +6.0% | 110,651 | $3.7M |
| Eq Wealth Advisors, LLC | 2.19% | Add +4.2% | 109,703 | $3.7M |
| Corient Private Wealth LP | 0.01% | Add +11.7% | 108,543 | $3.7M |
| Family Investment Center, Inc. | 0.74% | Add +0.6% | 108,209 | $3.7M |
| Steward Partners Investment Advisory, LLC | 0.02% | Add +27.4% | 105,014 | $3.5M |
| White Wing Wealth Management | 2.05% | Add +16.8% | 101,946 | $3.4M |
| Natixis Advisors, LLC | 0.00% | Add +50.6% | 99,955 | $3.4M |
| Composition Wealth, LLC | 0.05% | Add +9.1% | 98,697 | $3.3M |
| OneDigital Investment Advisors LLC | 0.03% | Add +5.8% | 98,421 | $3.3M |
| Chicago Partners Investment Group LLC | 0.08% | Add +2.1% | 87,915 | $3.2M |
| Pathstone Holdings, LLC | 0.01% | Reduce -14.0% | 94,154 | $3.2M |
| NewEdge Advisors, LLC | 0.01% | Reduce -28.4% | 93,446 | $3.2M |
| Wealth Advisors Northwest LLC | 1.36% | Add +9.3% | 90,796 | $3.1M |
| Verum Partners LLC | 0.61% | Reduce -0.5% | 88,966 | $3.0M |
| Astra Wealth Partners LLC | 1.75% | Add +5.9% | 84,674 | $2.9M |
| Bank of America Corp. | 0.00% | Reduce -17.0% | 84,649 | $2.9M |
| MML Investors Services, LLC | 0.01% | Reduce -0.0% | 84,354 | $2.8M |
| Heritage Financial Services, LLC | 0.23% | Reduce -2.1% | 82,590 | $2.8M |
| Glass Jacobson Investment Advisors llc | 1.00% | Reduce -2.3% | 82,303 | $2.8M |
| Lam Group, Inc. | 1.59% | Reduce -1.2% | 82,235 | $2.8M |
| Golden Bell Financial Planning LLC | 2.24% | Add +8.7% | 79,793 | $2.7M |
| Schwarz Dygos Wheeler Investment Advisors LLC | 0.52% | Reduce -8.2% | 74,370 | $2.5M |
| Savant Capital, LLC | 0.01% | Reduce -11.4% | 73,458 | $2.5M |
| Main Street Financial Solutions, LLC | 0.18% | Reduce -3.6% | 73,170 | $2.5M |
| Versant Capital Management, Inc | 0.29% | Add +15.3% | 69,375 | $2.3M |
| B&D White Capital Company, LLC | 0.27% | New | 68,591 | $2.3M |
| Osaic Holdings, Inc. | 0.00% | Add +46.5% | 66,562 | $2.2M |
| Sequoia Financial Advisors, LLC | 0.01% | Reduce -3.8% | 65,458 | $2.2M |
| Foundry Financial LLC | 1.13% | — | 63,821 | $2.2M |
| Commonwealth Equity Services, LLC | 0.00% | Add +14.2% | 62,753 | $2.1M |
| Orion Porfolio Solutions, LLC | 0.02% | Add +1.1% | 60,911 | $2.1M |
| McGrath & Associates, Inc. | 2.81% | Reduce -1.7% | 58,715 | $2.0M |
| JPMorgan Chase & Co. | 0.00% | Reduce -2.5% | 58,150 | $2.0M |
| Integrated Wealth Concepts LLC | 0.02% | Reduce -9.4% | 57,234 | $1.9M |
| Baird Financial Group, Inc. | 0.00% | Add +17.1% | 56,962 | $1.9M |
| Abel Hall, LLC | 0.44% | Reduce -3.9% | 56,097 | $1.9M |
| SB Capital Management Inc | 0.66% | — | 53,408 | $1.8M |
| Cardiff Park Advisors, LLC | 0.14% | Reduce -0.1% | 51,042 | $1.7M |
| Applied Capital LLC | 0.66% | Reduce -1.7% | 50,695 | $1.7M |
| EnRich Financial Partners LLC | 0.45% | Reduce -2.4% | 49,246 | $1.7M |
| Vantage Point Financial LLC | 0.59% | Add +7.8% | 48,775 | $1.6M |
| Spire Wealth Management | 0.06% | Add +3.2% | 48,723 | $1.6M |
| Allworth Financial LP | 0.01% | Reduce -9.2% | 45,346 | $1.5M |
| Pinney & Scofield, Inc. | 0.86% | Reduce -0.1% | 44,739 | $1.5M |
| Boyce & Associates Wealth Consulting, Inc. | 1.25% | Reduce -0.8% | 44,270 | $1.5M |
"% of holder's portfolio" is DFEV's weight in each manager's 13F, not the share of Dimensional Emrg MRKT Val the manager owns.