Dimensional Emrg MRKT ValDFEVETF
13F holders, Q1 2026 (March 31)271holders +20
36new positions
10sold out
1famous investor
$35.78avg. 13F price*
At the end of Q1 2026, 271 institutions reported holding Dimensional Emrg MRKT Val (DFEV) in their 13F filings, up 20 from Q4 2025. 36 opened new positions and 10 sold out. The largest holders were Asset Dedication, LLC ($91.3M), Jones Financial Companies LLLP ($71.8M) and Ritholtz Wealth Management ($51.0M). One famous investor held it Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Dimensional Emrg MRKT Val
- CUSIP
- 25434V740
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 36 | $63.0M |
| Exits | 10 | $2.2M |
All 13F filers, Q4 2025 → Q1 2026: 4,552,334 shares bought and 825,690 shares sold, net +3,726,644 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 271 holders
| Asset Dedication, LLC | 6.40% | Reduce -3.8% | 2,553,044 | $91.3M |
| Jones Financial Companies LLLP | 0.03% | Add +26.6% | 2,055,202 | $71.8M |
| Ritholtz Wealth Management | 0.88% | Add +6.2% | 1,424,431 | $51.0M |
| Raymond James Financial Inc. | 0.01% | Add +5.1% | 987,813 | $35.3M |
| HighTower Advisors, LLC | 0.04% | Add +2.3% | 954,524 | $34.2M |
| Exencial Wealth Advisors, LLC | 0.93% | Add +23.3% | 832,153 | $29.8M |
| Sensible Money, LLC | 8.26% | Add +3.8% | 758,832 | $27.2M |
| FMR LLC | 0.00% | Reduce -11.7% | 734,090 | $26.3M |
| True Wealth Design, LLC | 6.96% | Reduce -0.5% | 701,289 | $25.1M |
| Marquette Asset Management, LLC | 3.63% | Add +0.2% | 676,015 | $24.2M |
| Beacon Pointe Advisors, LLC | 0.12% | Reduce -0.0% | 605,833 | $21.7M |
| B&D White Capital Company, LLC | 2.60% | Add +756.8% | 587,710 | $21.0M |
| Evanson Asset Management, LLC | 1.12% | Add +6.2% | 585,452 | $20.9M |
| Janney Montgomery Scott LLC | 0.05% | Add +5.3% | 579,741 | $20.7M |
| Family Investment Center, Inc. | 3.92% | Add +426.3% | 569,480 | $20.4M |
| NorthAvenue LLC | 15.62% | Reduce -0.0% | 549,150 | $19.6M |
| Cambridge Financial Group, LLC | 6.14% | Add +0.3% | 507,088 | $18.1M |
| Goldman Sachs Group Inc. | 0.00% | New | 500,000 | $17.9M |
| Penserra Capital Management LLC | 0.21% | New | 495,000 | $17.7M |
| Eagle Wealth Strategies LLC | 7.66% | Add +1.1% | 488,464 | $17.5M |
| Index Fund Advisors, Inc. | 0.79% | Add +11.0% | 488,266 | $17.5M |
| Alesco Advisors, LLC, An ESL Co | 0.41% | Add +1.9% | 447,821 | $16.0M |
| Strata Wealth Advisors, LLC | 4.04% | Reduce -2.3% | 411,910 | $14.7M |
| Guardian Wealth Management, LLC | 3.77% | Reduce -5.3% | 346,462 | $12.4M |
| Graves Light Lenhart Wealth, Inc. | 1.29% | Reduce -2.3% | 345,603 | $12.4M |
| Opes Wealth Management LLC | 2.02% | Reduce -0.2% | 329,925 | $11.8M |
| SPWM Advisors LLC | 9.76% | Add +44.0% | 272,449 | $11.2M |
| Royal Bank of Canada | 0.00% | Add +98.2% | 305,503 | $10.9M |
| AE Wealth Management LLC | 0.05% | Add +1.4% | 275,241 | $9.8M |
| Financial Architects, LLC | 5.06% | Add +0.8% | 268,085 | $9.6M |
| Blume Capital Management, Inc. | 1.60% | Reduce -0.1% | 262,085 | $9.4M |
| Freedom Investment Management, Inc. | 2.73% | Reduce -26.7% | 257,431 | $9.2M |
| von Borstel & Associates, Inc. | 1.90% | Reduce -8.1% | 231,755 | $8.3M |
| Betterment LLC | 0.02% | Add +2.9% | 231,195 | $8.3M |
| Vestmark Advisory Solutions, Inc. | 0.09% | Add +3.4% | 228,234 | $8.2M |
| Cordant, Inc. | 3.04% | Add +5.7% | 209,039 | $7.5M |
| DiNuzzo Private Wealth, Inc. | 0.79% | Reduce -1.9% | 205,355 | $7.3M |
| Tortoise Investment Management, LLC | 0.60% | Add +4.9% | 203,938 | $7.3M |
| Apella Capital, LLC | 0.11% | New | 184,339 | $7.3M |
| Vise Technologies, Inc. | 0.13% | No change | 200,501 | $6.8M |
| Waverly Advisors, LLC | 0.05% | Reduce -2.4% | 187,324 | $6.7M |
| Estate Counselors, LLC | 0.58% | Reduce -0.3% | 183,475 | $6.6M |
| Natixis Advisors, LLC | 0.01% | Add +82.2% | 182,132 | $6.5M |
| Sterling Financial Planning, Inc. | 1.88% | Reduce -1.6% | 176,980 | $6.3M |
| Mills Wealth Advisors LLC | 2.20% | Add +5.4% | 175,780 | $6.3M |
| Envestnet Asset Management Inc. | 0.00% | Add +15.8% | 167,094 | $6.0M |
| Savant Capital, LLC | 0.03% | Add +123.3% | 164,009 | $5.9M |
| United Wealth Management, LLC | 1.44% | Add +1.8% | 162,429 | $5.8M |
| Moneta Group Investment Advisors LLC | 0.04% | Reduce -2.5% | 158,354 | $5.7M |
| Vestia Personal Wealth Advisors | 2.65% | Add +10.8% | 167,911 | $5.6M |
| Breakwater Capital Group | 0.74% | Add +2.8% | 154,294 | $5.5M |
| Root Financial Partners, LLC | 0.24% | Reduce -17.6% | 146,649 | $5.2M |
| Financially in Tune, LLC | 4.31% | Add +4.3% | 140,064 | $5.0M |
| Creative Planning | 0.00% | Add +7.2% | 139,942 | $5.0M |
| Integrity Advisory Solutions, LLC | 0.65% | Add +4.3% | 137,442 | $4.9M |
| Bank of America Corp. | 0.00% | Add +62.2% | 137,311 | $4.9M |
| Mercer Global Advisors Inc. | 0.01% | New | 133,786 | $4.8M |
| Farther Finance Advisors, LLC | 0.04% | Add +6.9% | 125,524 | $4.5M |
| Truist Financial Corp. | 0.01% | Reduce -51.8% | 121,564 | $4.3M |
| Eq Wealth Advisors, LLC | 2.44% | Add +6.5% | 116,864 | $4.2M |
| McCartney Wealth Management LLC | 3.52% | Reduce -0.8% | 116,735 | $4.2M |
| Sax Wealth Advisors, LLC | 0.20% | No change | 122,072 | $4.1M |
| Dravo Bay LLC | 1.64% | Add +2.1% | 112,950 | $4.0M |
| Baird Financial Group, Inc. | 0.01% | Add +96.7% | 112,014 | $4.0M |
| Corient Private Wealth LP | 0.01% | Add +3.3% | 112,139 | $4.0M |
| Steward Partners Investment Advisory, LLC | 0.02% | Add +6.2% | 111,490 | $4.0M |
| Integrity Alliance, Llc. | 0.15% | Add +0.2% | 110,950 | $4.0M |
| Chicago Partners Investment Group LLC | 0.08% | Add +7.6% | 94,612 | $3.8M |
| Composition Wealth, LLC | 0.05% | Add +4.0% | 102,680 | $3.7M |
| OneDigital Investment Advisors LLC | 0.04% | Add +3.4% | 101,802 | $3.6M |
| White Wing Wealth Management | 2.18% | Reduce -0.6% | 101,357 | $3.6M |
| Summit Portfolio Management, LTD. | 2.23% | — | 96,986 | $3.5M |
| Pathstone Holdings, LLC | 0.01% | Add +1.7% | 95,765 | $3.4M |
| Wealth Advisors Northwest LLC | 1.38% | Add +1.6% | 92,249 | $3.3M |
| Verum Partners LLC | 0.60% | Add +0.0% | 88,975 | $3.2M |
| NewEdge Advisors, LLC | 0.01% | Reduce -6.2% | 87,621 | $3.1M |
| Astra Wealth Partners LLC | 1.96% | Add +2.8% | 87,028 | $3.1M |
| Golden Bell Financial Planning LLC | 2.43% | Add +6.9% | 85,293 | $3.1M |
| Lam Group, Inc. | 1.62% | Add +0.0% | 82,260 | $2.9M |
| Glass Jacobson Investment Advisors llc | 1.00% | Reduce -1.6% | 81,022 | $2.9M |
| Versant Capital Management, Inc | 0.28% | Add +13.2% | 78,501 | $2.8M |
| Foundry Financial LLC | 1.17% | Add +21.4% | 77,506 | $2.8M |
| MML Investors Services, LLC | 0.01% | Reduce -9.1% | 76,720 | $2.7M |
| Schwarz Dygos Wheeler Investment Advisors LLC | 0.55% | Add +0.5% | 74,712 | $2.7M |
| Allworth Financial LP | 0.01% | Add +63.0% | 73,892 | $2.6M |
| United Asset Strategies, Inc. | 0.19% | New | 68,341 | $2.4M |
| Main Street Financial Solutions, LLC | 0.18% | Reduce -6.9% | 68,105 | $2.4M |
| Integrated Wealth Concepts LLC | 0.02% | Add +17.1% | 67,052 | $2.4M |
| Commonwealth Equity Services, LLC | 0.00% | Add +4.7% | 65,715 | $2.4M |
| Old Mission Capital LLC | 0.06% | New | 65,188 | $2.3M |
| Sequoia Financial Advisors, LLC | 0.01% | Reduce -5.8% | 61,655 | $2.2M |
| McGrath & Associates, Inc. | 2.93% | Reduce -5.2% | 55,649 | $2.0M |
| JPMorgan Chase & Co. | 0.00% | Reduce -1.7% | 57,186 | $2.0M |
| Abel Hall, LLC | 0.42% | Reduce -0.9% | 55,563 | $2.0M |
| ARK & TLK Investments, LLC | 0.54% | Add +39.9% | 55,437 | $2.0M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 52,921 | $1.9M |
| Cwm, LLC | 0.00% | Add +58.5% | 50,890 | $1.8M |
| Cardiff Park Advisors, LLC | 0.15% | Reduce -0.5% | 50,790 | $1.8M |
| Spire Wealth Management | 0.06% | Add +2.6% | 49,981 | $1.8M |
| Parkshore Wealth Management, Inc. | 0.59% | Add +49.9% | 49,563 | $1.8M |
"% of holder's portfolio" is DFEV's weight in each manager's 13F, not the share of Dimensional Emrg MRKT Val the manager owns.