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 |
| Perigon Wealth Management, LLC | 0.03% | Reduce -4.2% | 43,798 | $1.5M |
| Three Arch Wealth Management LLC | 0.27% | — | 42,943 | $1.4M |
| Pettinga Financial Advisors LLC | 0.26% | Reduce -17.8% | 40,075 | $1.4M |
| Bank of Montreal | 0.00% | Reduce -2.8% | 39,911 | $1.3M |
| Matisse Capital | 0.60% | No change | 39,760 | $1.3M |
| ARK & TLK Investments, LLC | 0.37% | Add +143.0% | 39,614 | $1.3M |
| Clark Asset Management, LLC | 0.14% | No change | 39,563 | $1.3M |
| Corus Family Wealth Advisors | 1.06% | Add +6.7% | 39,542 | $1.3M |
| Grunden Financial Advisory, Inc. | 0.51% | Add +14.0% | 38,410 | $1.3M |
| Tru Independence Asset Management 2, LLC | 0.81% | Add +9.3% | 38,260 | $1.3M |
| Kestra Advisory Services, LLC | 0.01% | Add +4.3% | 37,992 | $1.3M |
| LPL Financial LLC | 0.00% | Add +22.0% | 37,229 | $1.3M |
| Triumph Capital Management | 0.26% | New | 35,049 | $1.2M |
| Monograph Wealth Advisors, LLC | 0.11% | No change | 34,685 | $1.2M |
| Flow Traders U.S. LLC | 0.04% | New | 33,399 | $1.1M |
| Parkshore Wealth Management, Inc. | 0.42% | Add +83.8% | 33,055 | $1.1M |
| Rather & Kittrell, Inc. | 0.18% | Add +4.8% | 32,840 | $1.1M |
| Cwm, LLC | 0.00% | Add +5.4% | 32,097 | $1.1M |
| Kane Co Wealth Management, Inc. | 0.94% | — | 31,736 | $1.1M |
| Porter White Investment Advisors, Inc. | 0.44% | Reduce -1.5% | 31,592 | $1.1M |
| Park Avenue Securities LLC | 0.01% | Add +11.2% | 31,070 | $1.0M |
| CSS LLC | 0.17% | Add +11.0% | 30,778 | $1.0M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +14.0% | 30,654 | $1.0M |
| EverSource Wealth Advisors, LLC | 0.04% | Reduce -5.6% | 30,460 | $1.0M |
| Forum Financial Management, LP | 0.01% | Reduce -7.3% | 29,851 | $1.0M |
| Oceanside Advisors LLC | 0.59% | Add +2.0% | 28,807 | $972K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Reduce -3.4% | 28,323 | $956K |
| U.S. Capital Wealth Advisors, LLC | 0.02% | Add +3.4% | 28,011 | $945K |
| Acorn Wealth Advisors, LLC | 0.26% | Add +68.2% | 25,448 | $859K |
| Foundation Wealth Management, LLC\PA | 0.31% | Reduce -16.1% | 25,151 | $849K |
| Altiora Financial Group, LLC | 0.13% | No change | 22,676 | $765K |
| Dorsey & Whitney Trust CO LLC | 0.04% | No change | 21,719 | $733K |
| BOS Asset Management, LLC | 0.19% | Add +11.0% | 21,493 | $725K |
| Gibson Capital, LLC | 0.13% | Add +0.0% | 21,371 | $721K |
| Good Harbor Advisors, Inc. | 0.83% | — | 21,093 | $712K |
| JFS Wealth Advisors, LLC | 0.04% | No change | 20,335 | $686K |
| Landing Point Financial Group, LLC | 0.34% | Reduce -0.4% | 20,144 | $680K |
| Hanover Advisors Inc. | 0.24% | Add +0.1% | 18,470 | $623K |
| Alpha Advisors, LLC | 0.47% | Add +2.0% | 18,082 | $610K |
| Unison Advisors LLC | 0.05% | Reduce -4.9% | 18,072 | $610K |
| Moisand Fitzgerald Tamayo, LLC | 0.07% | Reduce -2.0% | 17,641 | $595K |
| Family CFO Inc | 0.26% | No change | 17,336 | $585K |
| International Private Wealth Advisors LLC | 0.36% | Add +27.7% | 17,024 | $574K |
| ATLas Financial Planning LLC | 0.56% | — | 16,829 | $568K |
| Two West Capital Advisors LLC | 0.33% | Add +1.2% | 16,823 | $568K |
| EP Wealth Advisors, LLC | 0.00% | — | 16,733 | $565K |
| Citigroup Inc. | 0.00% | Reduce -12.9% | 16,631 | $561K |
| Tranquility Partners, LLC | 0.19% | Add +0.7% | 15,837 | $534K |
| NCM Capital Management, LLC | 0.20% | Add +7.6% | 15,650 | $528K |
| Focus Partners Wealth | 0.00% | Add +14.2% | 15,157 | $511K |
| E6 Portfolios, LLC | 0.57% | — | 14,844 | $501K |
| SwitchPoint Financial Planning, LLC | 0.32% | No change | 13,697 | $462K |
| First Financial Group Corp | 0.39% | Reduce -0.1% | 13,430 | $453K |
| Austin Private Wealth, LLC | 0.03% | Add +0.6% | 13,410 | $452K |
| Sanctuary Advisors, LLC | 0.00% | New | 12,823 | $433K |
| Factor Wealth Management LTD | 0.09% | Add +5.7% | 12,678 | $428K |
| Approach Retirement Advisors, LLC | 0.36% | — | 12,428 | $419K |
| Rehmann Capital Advisory Group | 0.02% | Reduce -0.8% | 12,358 | $417K |
| Firethorn Wealth Partners, LLC | 0.15% | Reduce -2.3% | 12,166 | $410K |
| Fiduciary Financial Group, LLC | 0.06% | Reduce -0.9% | 12,163 | $410K |
| Wealthcare Advisory Partners LLC | 0.01% | Add +4.2% | 11,972 | $404K |
| Drive Wealth Management, LLC | 0.08% | New | 11,852 | $400K |
| E-Wealth Partners, LLC | 0.34% | — | 11,843 | $400K |
| Entelevest, LLC | 0.39% | — | 11,168 | $377K |
| Daner Wealth Management, LLC | 0.23% | Reduce -5.7% | 10,043 | $377K |
| World Investment Advisors | 0.01% | New | 10,961 | $370K |
| Sutton Place Investors LLC | 0.20% | Add +5.6% | 10,910 | $368K |
| Triad Wealth Partners, LLC | 0.03% | Add +5.5% | 10,823 | $365K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +17.3% | 10,393 | $351K |
| BDFS Capital LLC | 0.17% | — | 10,033 | $339K |
| Pacific Asset Management, LLC | 0.20% | Add +0.6% | 9,911 | $334K |
| Rockwood Wealth Management, LLC | 0.02% | No change | 9,818 | $331K |
| RCS Financial Planning, LLC | 0.14% | Reduce -11.1% | 9,590 | $324K |
| Mattern Capital Management, LLC | 0.04% | Add +10.6% | 9,459 | $319K |
| Cetera Investment Advisers | 0.00% | Reduce -8.8% | 9,260 | $312K |
| Cypress Financial Planning LLC | 0.09% | New | 9,159 | $309K |
| Mraz, Amerine & Associates, Inc. | 0.05% | No change | 9,070 | $306K |
| American Investment Services, Inc. | 0.07% | Reduce -18.4% | 8,962 | $302K |
| Wingate Wealth Advisors, Inc. | 0.16% | No change | 8,661 | $292K |
| Xcelsior Advisor Partners LLC | 0.13% | — | 8,197 | $277K |
| McMill Wealth Management | 0.08% | Add +4.3% | 8,115 | $274K |
| Mariner, LLC | 0.00% | Reduce -7.3% | 7,884 | $266K |
| Equitable Holdings, Inc. | 0.00% | Reduce -3.9% | 7,822 | $264K |
| SageView Advisory Group, LLC | 0.01% | Reduce -3.8% | 7,678 | $259K |
| Cloud Capital Management, LLC | 0.12% | Add +0.5% | 7,598 | $256K |
| Simplicity Wealth,LLC | 0.01% | Reduce -5.5% | 7,406 | $250K |
| Morgan Stanley | 0.00% | Reduce -6.3% | 7,278 | $246K |
| Stokes Family Office, LLC | 0.02% | Reduce -88.6% | 7,083 | $239K |
| Shearwater Capital LLC | 0.13% | No change | 6,967 | $235K |
| Gemmer Asset Management LLC | 0.02% | Reduce -7.0% | 6,837 | $231K |
| Exit Wealth Advisors, LLC. | 0.13% | Add +0.6% | 6,539 | $221K |
| Nwam LLC | 0.01% | New | 6,314 | $213K |
| Cerity Partners LLC | 0.00% | New | 6,176 | $208K |
| Motco | 0.02% | No change | 6,146 | $207K |
| Savvy Advisors, Inc. | 0.01% | New | 6,081 | $205K |
| Brookstone Capital Management | 0.00% | Reduce -39.3% | 6,077 | $205K |
| Ares Financial Consulting, LLC | 0.20% | — | 6,077 | $205K |
| Passive Capital Management, LLC. | 0.06% | New | 6,076 | $205K |
| Phillips Financial Management, LLC | 0.01% | Reduce -5.2% | 6,062 | $205K |
| Ascentis Independent Advisors | 0.03% | New | 6,034 | $204K |
| Financial Harvest, LLC | 0.12% | New | 5,998 | $202K |
| Great Valley Advisor Group, Inc. | 0.00% | Reduce -24.7% | 5,969 | $201K |
| Montag A & Associates Inc. | 0.01% | New | 5,900 | $199K |
| Medallion Wealth Advisors, LLC | 0.06% | Reduce -2.6% | 5,337 | $180K |
| Glen Eagle Advisors, LLC | 0.02% | No change | 4,960 | $167K |
| Bruce G. Allen Investments, LLC | 0.11% | No change | 4,703 | $159K |
| Red Lighthouse Investment Management, LLC | 0.05% | No change | 4,398 | $148K |
| Rockefeller Capital Management L.P. | 0.00% | Add +66.5% | 3,951 | $133K |
| Vestor Capital, LLC | 0.01% | Add +1885.3% | 73,457 | $125K |
| Elevate Wealth Advisory, Inc. | 0.08% | Add +0.7% | 3,625 | $122K |
| Ancora Advisors LLC | 0.00% | No change | 3,051 | $103K |
| Parallel Advisors, LLC | 0.00% | No change | 2,332 | $79K |
| Smithfield Trust Co | 0.00% | No change | 1,996 | $67K |
| DecisionPoint Financial, LLC | 0.01% | Add +5.1% | 1,833 | $62K |
| Physician Wealth Advisors, Inc. | 0.01% | No change | 1,631 | $55K |
| Principia Wealth Advisory, LLC | 0.03% | Add +12.8% | 1,500 | $51K |
| C M Bidwell & Associates Ltd. | 0.02% | Add +3.0% | 1,458 | $49K |
| Comerica Bank | 0.00% | Reduce -7.1% | 1,458 | $49K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +388.1% | 1,401 | $47K |
| Signaturefd, LLC | 0.00% | Add +114400.0% | 1,145 | $39K |
| RHL Group, LLC | 0.03% | — | 1,139 | $38K |
| Steigerwald, Gordon & Koch Inc. | 0.00% | No change | 862 | $29K |
| McIlrath & Eck, LLC | 0.00% | No change | 793 | $27K |
| Beaird Harris Wealth Management, LLC | 0.00% | No change | 645 | $22K |
| Arax Advisory Partners | 0.00% | New | 583 | $20K |
| Grand Wealth Management, LLC | 0.01% | Add +0.5% | 562 | $19K |
| Strategic Wealth Partners, Ltd. | 0.00% | Reduce -35.7% | 518 | $17K |
| Cherry Tree Wealth Management, LLC | 0.00% | No change | 454 | $15K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -5.5% | 430 | $15K |
| Your Advocates Ltd., LLP | 0.00% | No change | 427 | $14K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 406 | $14K |
| LRI Investments, LLC | 0.00% | New | 400 | $13K |
| MCF Advisors LLC | 0.00% | New | 400 | $13K |
| Sittner & Nelson, LLC | 0.00% | No change | 362 | $13K |
| Wells Fargo & Company | 0.00% | Add +150.0% | 395 | $13K |
| Millstone Evans Group, LLC | 0.01% | Add +11.1% | 382 | $13K |
| Providence Capital Advisors, LLC | 0.00% | No change | 289 | $10K |
| GoalVest Advisory LLC | 0.00% | Reduce -42.6% | 238 | $8K |
| Atomic Invest LLC | 0.00% | — | 228 | $8K |
| Lodestone Wealth Management LLC | 0.00% | New | 181 | $6K |
| IFP Advisors, Inc | 0.00% | No change | 177 | $6K |
| Dunhill Financial, LLC | 0.00% | No change | 158 | $5K |
| Harbour Investments, Inc. | 0.00% | No change | 156 | $5K |
| Global Retirement Partners, LLC | 0.00% | Reduce -70.4% | 133 | $4K |
| Tucker Asset Management LLC | 0.00% | New | 125 | $4K |
| 1620 Investment Advisors, Inc. | 0.00% | New | 115 | $4K |
| Howe & Rusling Inc. | 0.00% | No change | 112 | $4K |
| Coston, McIsaac & Partners | 0.00% | New | 111 | $3K |
| Quent Capital, LLC | 0.00% | New | 85 | $3K |
| Concord Wealth Partners | 0.00% | No change | 74 | $2K |
| Tompkins Financial Corp. | 0.00% | No change | 6 | $202 |
"% of holder's portfolio" is DFEV's weight in each manager's 13F, not the share of Dimensional Emrg MRKT Val the manager owns.