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 |
| Applied Capital LLC | 0.66% | Reduce -2.7% | 49,326 | $1.8M |
| Vantage Point Financial LLC | 0.61% | Reduce -0.8% | 48,360 | $1.7M |
| EnRich Financial Partners LLC | 0.46% | Reduce -2.2% | 48,154 | $1.7M |
| Pinney & Scofield, Inc. | 0.91% | Add +5.3% | 47,098 | $1.7M |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -23.5% | 46,623 | $1.7M |
| Corus Family Wealth Advisors | 1.27% | Add +10.0% | 43,479 | $1.6M |
| CSP Financial Group, LLC | 1.59% | — | 43,323 | $1.6M |
| Perigon Wealth Management, LLC | 0.03% | Reduce -1.6% | 43,098 | $1.5M |
| Triumph Capital Management | 0.32% | Add +22.9% | 43,076 | $1.5M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +38.8% | 42,550 | $1.5M |
| Boyce & Associates Wealth Consulting, Inc. | 1.14% | Reduce -5.0% | 42,037 | $1.5M |
| LPL Financial LLC | 0.00% | Add +9.6% | 40,812 | $1.5M |
| Kestra Advisory Services, LLC | 0.01% | Add +5.6% | 40,131 | $1.4M |
| Matisse Capital | 0.61% | No change | 39,760 | $1.4M |
| Clark Asset Management, LLC | 0.13% | No change | 39,563 | $1.4M |
| Tru Independence Asset Management 2, LLC | 0.86% | Add +2.3% | 39,131 | $1.4M |
| Geneos Wealth Management Inc. | 0.03% | New | 39,103 | $1.4M |
| Park Avenue Securities LLC | 0.01% | Add +20.2% | 37,342 | $1.3M |
| Pettinga Financial Advisors LLC | 0.25% | Reduce -8.4% | 36,725 | $1.3M |
| Three Arch Wealth Management LLC | 0.23% | Reduce -15.7% | 36,189 | $1.3M |
| Monograph Wealth Advisors, LLC | 0.12% | No change | 34,685 | $1.2M |
| Bank of Montreal | 0.00% | Reduce -15.8% | 33,587 | $1.2M |
| Rather & Kittrell, Inc. | 0.18% | Reduce -0.7% | 32,612 | $1.2M |
| Osaic Holdings, Inc. | 0.00% | Reduce -51.5% | 32,269 | $1.2M |
| Kane Co Wealth Management, Inc. | 0.97% | Add +1.4% | 32,179 | $1.2M |
| Acorn Wealth Advisors, LLC | 0.33% | Add +24.4% | 31,659 | $1.1M |
| Porter White Investment Advisors, Inc. | 0.45% | Reduce -0.5% | 31,426 | $1.1M |
| U.S. Capital Wealth Advisors, LLC | 0.03% | Add +8.1% | 30,275 | $1.1M |
| Oceanside Advisors LLC | 0.60% | Add +1.8% | 29,321 | $1.0M |
| AA Financial Advisors, LLC | 0.15% | New | 29,042 | $1.0M |
| Forum Financial Management, LP | 0.01% | Reduce -3.5% | 28,812 | $1.0M |
| Focus Partners Advisor Solutions, LLC | 0.01% | Reduce -1.6% | 27,874 | $997K |
| EverSource Wealth Advisors, LLC | 0.03% | Reduce -11.9% | 26,830 | $960K |
| BOS Asset Management, LLC | 0.21% | Add +7.2% | 23,034 | $824K |
| Altiora Financial Group, LLC | 0.13% | No change | 22,676 | $811K |
| Dorsey & Whitney Trust CO LLC | 0.04% | No change | 21,719 | $777K |
| Gibson Capital, LLC | 0.14% | Add +0.5% | 21,478 | $768K |
| Landing Point Financial Group, LLC | 0.37% | Add +5.9% | 21,337 | $763K |
| TBH Global Asset Management, LLC | 0.15% | New | 21,226 | $759K |
| Good Harbor Advisors, Inc. | 0.82% | No change | 21,093 | $755K |
| Tandem Financial, LLC | 0.25% | New | 21,019 | $752K |
| Citigroup Inc. | 0.00% | Add +23.3% | 20,503 | $734K |
| JFS Wealth Advisors, LLC | 0.04% | No change | 20,335 | $728K |
| UBS Group AG | 0.00% | New | 20,207 | $723K |
| E6 Portfolios, LLC | 0.75% | Add +35.7% | 20,140 | $721K |
| International Private Wealth Advisors LLC | 0.44% | Add +18.2% | 20,115 | $720K |
| Cerity Partners LLC | 0.00% | Add +221.9% | 19,878 | $711K |
| Two West Capital Advisors LLC | 0.36% | Add +3.7% | 17,453 | $687K |
| Alpha Advisors, LLC | 0.53% | Add +3.9% | 18,789 | $672K |
| Hanover Advisors Inc. | 0.27% | Add +0.3% | 18,530 | $663K |
| Unison Advisors LLC | 0.05% | Reduce -0.9% | 17,904 | $641K |
| Moisand Fitzgerald Tamayo, LLC | 0.07% | No change | 17,641 | $631K |
| Family CFO Inc | 0.28% | No change | 17,336 | $620K |
| Wealth Management Nebraska | 0.06% | New | 17,277 | $618K |
| ATLas Financial Planning LLC | 0.54% | No change | 16,829 | $602K |
| Tranquility Partners, LLC | 0.22% | Add +2.4% | 16,223 | $585K |
| Focus Partners Wealth | 0.00% | Add +5.9% | 16,057 | $575K |
| Factor Wealth Management LTD | 0.11% | Add +26.2% | 16,002 | $573K |
| EP Wealth Advisors, LLC | 0.00% | Reduce -4.4% | 15,995 | $572K |
| NCM Capital Management, LLC | 0.20% | Add +1.9% | 15,950 | $571K |
| Foundation Wealth Management, LLC\PA | 0.19% | Reduce -40.5% | 14,954 | $535K |
| Mattern Capital Management, LLC | 0.06% | Add +56.2% | 14,777 | $529K |
| E-Wealth Partners, LLC | 0.41% | Add +18.2% | 14,000 | $501K |
| SwitchPoint Financial Planning, LLC | 0.33% | No change | 13,697 | $490K |
| Daner Wealth Management, LLC | 0.29% | Add +17.7% | 11,820 | $488K |
| First Financial Group Corp | 0.40% | Add +1.0% | 13,570 | $486K |
| Drive Wealth Management, LLC | 0.10% | Add +12.3% | 13,310 | $476K |
| Pacific Asset Management, LLC | 0.26% | Add +29.4% | 12,823 | $459K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -3.1% | 12,425 | $445K |
| Choreo, LLC | 0.01% | New | 12,285 | $440K |
| Fiduciary Financial Group, LLC | 0.06% | Reduce -0.6% | 12,090 | $433K |
| World Investment Advisors | 0.01% | Add +9.7% | 12,021 | $430K |
| Firethorn Wealth Partners, LLC | 0.15% | Reduce -4.3% | 11,642 | $417K |
| Merit Financial Group, LLC | 0.00% | New | 11,616 | $416K |
| Approach Retirement Advisors, LLC | 0.34% | Reduce -8.5% | 11,377 | $407K |
| Entelevest, LLC | 0.41% | Reduce -0.5% | 11,108 | $397K |
| Mariner, LLC | 0.00% | Add +39.2% | 10,978 | $393K |
| Triad Wealth Partners, LLC | 0.03% | Add +1.3% | 10,960 | $392K |
| Signaturefd, LLC | 0.01% | Add +850.4% | 10,882 | $389K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +4.4% | 10,853 | $388K |
| Sutton Place Investors LLC | 0.21% | Reduce -0.6% | 10,847 | $388K |
| Rehmann Capital Advisory Group | 0.02% | Reduce -12.9% | 10,760 | $385K |
| BDFS Capital LLC | 0.18% | Add +5.8% | 10,612 | $380K |
| Rockwood Wealth Management, LLC | 0.03% | No change | 9,818 | $351K |
| CSS LLC | 0.06% | Reduce -68.2% | 9,803 | $351K |
| Opus Financial Solutions LLC | 0.33% | New | 9,729 | $348K |
| RCS Financial Planning, LLC | 0.17% | Reduce -2.4% | 9,357 | $335K |
| Brookstone Capital Management | 0.00% | Add +52.8% | 9,285 | $332K |
| Cetera Investment Advisers | 0.00% | Reduce -1.5% | 9,125 | $326K |
| Canvas Wealth Advisors, LLC | 0.06% | New | 9,114 | $326K |
| Mraz, Amerine & Associates, Inc. | 0.05% | No change | 9,070 | $325K |
| Cypress Financial Planning LLC | 0.09% | Reduce -2.8% | 8,907 | $319K |
| Wingate Wealth Advisors, Inc. | 0.17% | No change | 8,661 | $310K |
| Cloud Capital Management, LLC | 0.13% | Add +11.9% | 8,502 | $302K |
| Xcelsior Advisor Partners LLC | 0.11% | Add +2.4% | 8,397 | $300K |
| American Investment Services, Inc. | 0.07% | Reduce -6.5% | 8,376 | $300K |
| Brooklyn Investment Group | 0.01% | New | 8,193 | $293K |
| Fischer Investment Strategies, LLC | 0.17% | New | 7,962 | $285K |
| Savvy Advisors, Inc. | 0.01% | Add +29.3% | 7,864 | $281K |
| Morgan Stanley | 0.00% | Add +7.8% | 7,848 | $281K |
| Passive Capital Management, LLC. | 0.08% | Add +25.0% | 7,594 | $272K |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 0.09% | New | 6,784 | $267K |
| SageView Advisory Group, LLC | 0.01% | Reduce -5.8% | 7,230 | $259K |
| Montag A & Associates Inc. | 0.01% | Add +20.3% | 7,100 | $254K |
| Great Valley Advisor Group, Inc. | 0.00% | Add +17.8% | 7,032 | $251K |
| Shearwater Capital LLC | 0.13% | No change | 6,967 | $249K |
| Ponta Wealth Partners, LLC | 0.20% | New | 6,934 | $248K |
| Gemmer Asset Management LLC | 0.02% | Add +0.1% | 6,843 | $245K |
| Simplicity Wealth,LLC | 0.01% | Reduce -7.7% | 6,836 | $245K |
| AQR Capital Management | 0.00% | New | 6,654 | $238K |
| Exit Wealth Advisors, LLC. | 0.12% | Add +0.1% | 6,545 | $234K |
| Financial Harvest, LLC | 0.14% | Add +8.8% | 6,525 | $233K |
| Nwam LLC | 0.01% | Add +1.3% | 6,397 | $229K |
| Ares Financial Consulting, LLC | 0.17% | Add +0.1% | 6,082 | $219K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +315.6% | 5,823 | $208K |
| O'ROURKE & COMPANY, Inc | 0.08% | New | 5,767 | $206K |
| Equitable Holdings, Inc. | 0.00% | Reduce -22.0% | 6,101 | $206K |
| Medallion Wealth Advisors, LLC | 0.07% | Add +6.5% | 5,685 | $203K |
| Phillips Financial Management, LLC | 0.01% | Reduce -10.7% | 5,413 | $194K |
| Glen Eagle Advisors, LLC | 0.02% | No change | 4,960 | $177K |
| Bruce G. Allen Investments, LLC | 0.11% | No change | 4,703 | $168K |
| Vestor Capital, LLC | 0.01% | Reduce -95.0% | 3,700 | $132K |
| Elevate Wealth Advisory, Inc. | 0.08% | No change | 3,625 | $130K |
| Ascentis Independent Advisors | 0.01% | Reduce -42.6% | 3,463 | $124K |
| Ancora Advisors LLC | 0.00% | Reduce -12.9% | 2,658 | $95K |
| Rachor Investment Advisory Services, LLC | 0.05% | New | 2,591 | $93K |
| Smithfield Trust Co | 0.00% | No change | 1,996 | $71K |
| Principia Wealth Advisory, LLC | 0.04% | Add +25.3% | 1,880 | $67K |
| DecisionPoint Financial, LLC | 0.01% | Add +0.1% | 1,834 | $66K |
| Motco | 0.01% | Reduce -73.0% | 1,662 | $59K |
| C M Bidwell & Associates Ltd. | 0.03% | Add +12.8% | 1,644 | $59K |
| Physician Wealth Advisors, Inc. | 0.01% | No change | 1,631 | $58K |
| Wells Fargo & Company | 0.00% | Add +272.1% | 1,470 | $53K |
| Fifth Third Bancorp | 0.00% | New | 1,464 | $52K |
| RHL Group, LLC | 0.04% | Add +16.2% | 1,324 | $47K |
| Ashton Thomas Private Wealth, LLC | 0.00% | New | 1,061 | $38K |
| IFG Advisory, LLC | 0.11% | New | 1,054 | $38K |
| Angeles Wealth Management, LLC | 0.00% | New | 934 | $33K |
| Steigerwald, Gordon & Koch Inc. | 0.00% | No change | 862 | $31K |
| McIlrath & Eck, LLC | 0.00% | Add +0.1% | 794 | $28K |
| Parallel Advisors, LLC | 0.00% | Reduce -66.2% | 789 | $28K |
| Beaird Harris Wealth Management, LLC | 0.00% | No change | 645 | $23K |
| Arax Advisory Partners | 0.00% | No change | 583 | $21K |
| Grand Wealth Management, LLC | 0.01% | Add +0.2% | 563 | $20K |
| Strategic Wealth Partners, Ltd. | 0.00% | No change | 518 | $19K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -87.2% | 506 | $18K |
| Cherry Tree Wealth Management, LLC | 0.00% | No change | 454 | $16K |
| Your Advocates Ltd., LLP | 0.00% | No change | 427 | $15K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 406 | $15K |
| LRI Investments, LLC | 0.00% | No change | 400 | $14K |
| MCF Advisors LLC | 0.00% | No change | 400 | $14K |
| Millstone Evans Group, LLC | 0.01% | Reduce -0.3% | 381 | $14K |
| Sittner & Nelson, LLC | 0.00% | No change | 362 | $13K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -35.4% | 278 | $10K |
| GoalVest Advisory LLC | 0.00% | Add +13.4% | 270 | $10K |
| 1620 Investment Advisors, Inc. | 0.01% | Add +130.4% | 265 | $9K |
| Topsail Wealth Management, LLC | 0.00% | New | 247 | $9K |
| Assetmark, Inc. | 0.00% | New | 188 | $7K |
| Lodestone Wealth Management LLC | 0.00% | No change | 181 | $6K |
| IFP Advisors, Inc | 0.00% | No change | 177 | $6K |
| True Link Financial Advisors, LLC | 0.00% | New | 160 | $6K |
| Dunhill Financial, LLC | 0.00% | No change | 158 | $6K |
| Archer Investment Corp | 0.00% | New | 138 | $5K |
| Howe & Rusling Inc. | 0.00% | No change | 112 | $4K |
| CoreCap Advisors, LLC | 0.00% | New | 109 | $4K |
| Rosenberg Matthew Hamilton | 0.00% | New | 106 | $4K |
| Coston, McIsaac & Partners | 0.00% | No change | 111 | $3K |
| Wolff Wiese Magana LLC | 0.00% | New | 17 | $609 |
| Vanguard Advisers Inc. | 0.00% | — | 17 | $608 |
| Quest 10 Wealth Builders, Inc. | 0.00% | New | 8 | $286 |
| Tompkins Financial Corp. | 0.00% | No change | 6 | $215 |
"% of holder's portfolio" is DFEV's weight in each manager's 13F, not the share of Dimensional Emrg MRKT Val the manager owns.