Dimensional Emrg MRKT ValDFEVETF
13F holders, Q2 2026 (June 30)291holders +20
36new positions
12sold out
2famous investors
$42.30avg. 13F price*
At the end of Q2 2026, 291 institutions reported holding Dimensional Emrg MRKT Val (DFEV) in their 13F filings, up 20 from Q1 2026. 36 opened new positions and 12 sold out. The largest holders were Jones Financial Companies LLLP ($120.6M), Asset Dedication, LLC ($105.4M) and Ritholtz Wealth Management ($62.3M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and 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 Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 36 | $33.4M |
| Exits | 12 | $21.3M |
All 13F filers, Q1 2026 → Q2 2026: 7,377,992 shares bought and 1,138,928 shares sold, net +6,239,064 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 291 holders
| Jones Financial Companies LLLP | 0.05% | Add +40.1% | 2,878,443 | $120.6M |
| Asset Dedication, LLC | 6.63% | Reduce -3.3% | 2,469,715 | $105.4M |
| Ritholtz Wealth Management | 0.93% | Add +2.5% | 1,460,337 | $62.3M |
| Root Financial Partners, LLC | 2.10% | Add +764.8% | 1,268,143 | $54.1M |
| Vise Technologies, Inc. | 0.61% | Add +528.3% | 1,259,797 | $53.8M |
| Savant Capital, LLC | 0.13% | Add +545.1% | 1,058,000 | $43.9M |
| Raymond James Financial Inc. | 0.01% | Add +3.8% | 1,025,227 | $43.7M |
| HighTower Advisors, LLC | 0.04% | Add +2.5% | 978,026 | $41.7M |
| B&D White Capital Company, LLC | 3.43% | Add +37.5% | 807,853 | $34.5M |
| Beacon Pointe Advisors, LLC | 0.15% | Add +24.0% | 751,387 | $32.1M |
| Sensible Money, LLC | 8.46% | Reduce -1.4% | 748,053 | $31.9M |
| FMR LLC | 0.00% | Reduce -4.4% | 701,652 | $29.9M |
| True Wealth Design, LLC | 7.05% | Reduce -1.0% | 694,242 | $29.6M |
| Marquette Asset Management, LLC | 3.70% | Reduce -0.3% | 673,678 | $28.7M |
| Family Investment Center, Inc. | 4.28% | Add +6.1% | 604,094 | $25.8M |
| Janney Montgomery Scott LLC | 0.05% | Add +1.9% | 590,477 | $25.2M |
| Evanson Financial, LLC | 1.21% | — | 579,631 | $24.7M |
| NorthAvenue LLC | 16.45% | Reduce -2.0% | 538,310 | $23.0M |
| Cambridge Financial Group, LLC | 6.80% | Reduce -0.2% | 505,917 | $21.6M |
| Index Fund Advisors, Inc. | 0.85% | Add +2.6% | 501,178 | $21.4M |
| Eagle Wealth Strategies LLC | 7.89% | Reduce -1.0% | 483,697 | $20.6M |
| Alesco Advisors, LLC, An ESL Co | 0.46% | Add +4.3% | 467,149 | $19.9M |
| Strata Wealth Advisors, LLC | 4.73% | Add +10.5% | 455,010 | $19.4M |
| Penserra Capital Management LLC | 0.14% | Reduce -16.8% | 411,618 | $17.6M |
| Royal Bank of Canada | 0.00% | Add +21.4% | 370,885 | $15.8M |
| Bank of America Corp. | 0.00% | Add +153.1% | 347,527 | $14.8M |
| EP Wealth Advisors, LLC | 0.06% | Add +2033.9% | 341,314 | $14.6M |
| Graves Light Lenhart Wealth, Inc. | 1.35% | Reduce -1.8% | 339,406 | $14.5M |
| Guardian Wealth Management, LLC | 3.86% | Reduce -7.0% | 322,338 | $13.8M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +5234.8% | 310,644 | $13.3M |
| AE Wealth Management LLC | 0.05% | Add +0.2% | 275,843 | $11.8M |
| Jane Street Group, LLC | 0.01% | New | 273,436 | $11.7M |
| Financial Architects, LLC | 5.40% | Reduce -1.5% | 264,150 | $11.3M |
| Blume Capital Management, Inc. | 1.65% | Reduce -0.4% | 261,152 | $11.1M |
| SPWM Advisors LLC | 10.14% | Add +0.8% | 274,653 | $11.0M |
| Betterment LLC | 0.02% | Add +2.4% | 236,809 | $10.1M |
| Natixis Advisors, LLC | 0.01% | Add +29.0% | 234,966 | $10.0M |
| Cerity Partners LLC | 0.01% | Add +1056.0% | 229,792 | $9.8M |
| Vestmark Advisory Solutions, Inc. | 0.09% | Reduce -0.1% | 228,087 | $9.7M |
| Freedom Investment Management, Inc. | 2.71% | Reduce -11.5% | 227,828 | $9.7M |
| von Borstel & Associates, Inc. | 1.96% | Reduce -3.5% | 223,617 | $9.5M |
| Cordant, Inc. | 3.21% | Reduce -0.0% | 208,986 | $8.9M |
| Tortoise Investment Management, LLC | 0.64% | Reduce -2.0% | 199,815 | $8.5M |
| Mills Wealth Advisors LLC | 2.63% | Add +11.2% | 195,432 | $8.3M |
| DiNuzzo Private Wealth, Inc. | 0.81% | Reduce -6.2% | 192,576 | $8.2M |
| Envestnet Asset Management Inc. | 0.00% | Add +12.0% | 187,074 | $8.0M |
| Apella Capital, LLC | 0.11% | Add +3.3% | 190,445 | $7.8M |
| Vestia Personal Wealth Advisors | 3.01% | Add +118.9% | 367,532 | $7.7M |
| Waverly Advisors, LLC | 0.04% | Reduce -4.6% | 178,657 | $7.6M |
| Mercer Global Advisors Inc. | 0.01% | Add +32.2% | 176,860 | $7.5M |
| Estate Counselors, LLC | 0.64% | Reduce -4.6% | 175,090 | $7.5M |
| Sterling Financial Planning, Inc. | 2.01% | Reduce -2.1% | 173,234 | $7.4M |
| United Wealth Management, LLC | 1.55% | Reduce -0.8% | 161,153 | $6.9M |
| Moneta Group Investment Advisors LLC | 0.05% | Reduce -3.9% | 152,178 | $6.5M |
| Breakwater Capital Group | 0.77% | Reduce -2.9% | 149,813 | $6.4M |
| Timonier Family Office, LTD. | 1.79% | — | 148,895 | $6.4M |
| Sax Wealth Advisors, LLC | 0.26% | Add +44.7% | 176,662 | $6.3M |
| Steward Partners Investment Advisory, LLC | 0.03% | Add +30.8% | 145,847 | $6.2M |
| Creative Planning | 0.00% | Add +2.3% | 143,196 | $6.1M |
| Integrity Advisory Solutions, LLC | 0.62% | Add +3.5% | 142,291 | $6.1M |
| Versant Capital Management, Inc | 0.53% | Add +76.9% | 138,902 | $5.9M |
| Truist Financial Corp. | 0.01% | Add +12.8% | 137,162 | $5.9M |
| Farther Finance Advisors, LLC | 0.04% | Add +4.5% | 131,189 | $5.6M |
| Mission Wealth Management, LP | 0.07% | New | 127,114 | $5.4M |
| Maryland Capital Advisors Inc. | 1.71% | — | 125,110 | $5.3M |
| Focus Partners Advisor Solutions, LLC | 0.05% | Add +348.3% | 124,971 | $5.3M |
| McCartney Wealth Management LLC | 3.86% | Add +2.3% | 119,413 | $5.1M |
| Dravo Bay LLC | 1.76% | Add +5.7% | 119,393 | $5.1M |
| Baird Financial Group, Inc. | 0.01% | Add +4.0% | 116,550 | $5.0M |
| Eq Wealth Advisors, LLC | 2.70% | Reduce -1.6% | 114,988 | $4.9M |
| OneDigital Investment Advisors LLC | 0.04% | Add +9.8% | 111,781 | $4.8M |
| United Asset Strategies, Inc. | 0.33% | Add +58.5% | 108,298 | $4.6M |
| Corient Private Wealth LP | 0.01% | Reduce -6.8% | 104,468 | $4.5M |
| Integrity Alliance, Llc. | 0.14% | Reduce -8.0% | 102,048 | $4.4M |
| White Wing Wealth Management | 2.20% | Reduce -2.5% | 98,866 | $4.2M |
| Composition Wealth, LLC | 0.05% | Reduce -4.0% | 98,525 | $4.2M |
| Wealth Advisors Northwest LLC | 1.39% | Add +3.2% | 95,185 | $4.1M |
| Chicago Partners Investment Group LLC | 0.08% | Add +5.6% | 99,932 | $4.1M |
| Pathstone Holdings, LLC | 0.01% | Reduce -3.2% | 92,673 | $4.0M |
| NewEdge Advisors, LLC | 0.01% | Add +2.6% | 89,928 | $3.8M |
| Verum Partners LLC | 0.57% | Reduce 0.0% | 88,972 | $3.8M |
| Golden Bell Financial Planning LLC | 2.72% | Add +1.5% | 86,555 | $3.7M |
| Astra Wealth Partners LLC | 2.05% | Reduce -0.7% | 86,449 | $3.7M |
| Foundry Financial LLC | 1.20% | Add +7.9% | 83,616 | $3.6M |
| Glass Jacobson Investment Advisors llc | 1.11% | Add +2.9% | 83,399 | $3.6M |
| Lam Group, Inc. | 1.74% | No change | 82,260 | $3.5M |
| Brookstone Capital Management | 0.03% | Add +745.5% | 78,500 | $3.3M |
| Osaic Holdings, Inc. | 0.00% | Add +126.1% | 72,963 | $3.1M |
| Schwarz Dygos Wheeler Investment Advisors LLC | 0.59% | Reduce -2.5% | 72,816 | $3.1M |
| Integrated Wealth Concepts LLC | 0.02% | Add +3.6% | 69,495 | $3.0M |
| Commonwealth Equity Services, LLC | 0.00% | Add +2.3% | 67,229 | $2.9M |
| Viaable, LLC | 2.32% | — | 67,231 | $2.8M |
| Main Street Financial Solutions, LLC | 0.18% | Reduce -5.4% | 64,445 | $2.7M |
| Sequoia Financial Advisors, LLC | 0.01% | Reduce -0.2% | 61,518 | $2.6M |
| Parkshore Wealth Management, Inc. | 0.74% | Add +22.7% | 60,796 | $2.6M |
| Northern Trust Corp. | 0.00% | New | 60,790 | $2.6M |
| ARK & TLK Investments, LLC | 0.63% | Add +7.3% | 59,470 | $2.5M |
| JPMorgan Chase & Co. | 0.00% | Add +1.9% | 58,295 | $2.5M |
| McGrath & Associates, Inc. | 3.16% | Add +2.3% | 56,926 | $2.4M |
| Abel Hall, LLC | 0.42% | Add +1.8% | 56,567 | $2.4M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | No change | 52,921 | $2.3M |
| MML Investors Services, LLC | 0.00% | Reduce -31.5% | 52,549 | $2.2M |
| Citadel Advisors | 0.00% | New | 52,533 | $2.2M |
| Squire Investment Management Company, LLC | 0.54% | New | 52,422 | $2.2M |
| Cardiff Park Advisors, LLC | 0.17% | Add +2.0% | 51,814 | $2.2M |
| Spire Wealth Management | 0.07% | Add +1.1% | 50,534 | $2.2M |
| Vantage Point Financial LLC | 0.66% | Add +4.4% | 50,509 | $2.2M |
| Tennessee Valley Asset Management Partners | 0.23% | New | 49,033 | $2.1M |
| CSP Financial Group, LLC | 1.78% | Add +12.9% | 48,924 | $2.1M |
| Corus Family Wealth Advisors | 1.38% | Add +8.3% | 47,074 | $2.0M |
| Orion Porfolio Solutions, LLC | 0.02% | Add +0.9% | 47,025 | $2.0M |
| Pinney & Scofield, Inc. | 0.98% | Reduce -0.2% | 46,990 | $2.0M |
| Applied Capital LLC | 0.63% | Reduce -6.8% | 45,977 | $2.0M |
| Park Avenue Securities LLC | 0.01% | Add +23.0% | 45,942 | $2.0M |
| Triumph Capital Management | 0.35% | Add +5.3% | 45,375 | $1.9M |
| Perigon Wealth Management, LLC | 0.03% | Add +0.2% | 43,169 | $1.8M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +0.3% | 42,693 | $1.8M |
| Boyce & Associates Wealth Consulting, Inc. | 1.26% | Add +1.4% | 42,639 | $1.8M |
| Kestra Advisory Services, LLC | 0.01% | Add +1.0% | 40,544 | $1.7M |
| Matisse Capital | 0.68% | No change | 39,760 | $1.7M |
| Geneos Wealth Management Inc. | 0.03% | Add +0.1% | 39,130 | $1.7M |
| Allworth Financial LP | 0.01% | Reduce -47.6% | 38,693 | $1.7M |
| LPL Financial LLC | 0.00% | Reduce -5.7% | 38,492 | $1.6M |
| Tru Independence Asset Management 2, LLC | 0.86% | Reduce -4.5% | 37,363 | $1.6M |
| Acorn Wealth Advisors, LLC | 0.39% | Add +17.0% | 37,040 | $1.6M |
| Three Arch Wealth Management LLC | 0.24% | No change | 36,189 | $1.5M |
| Monograph Wealth Advisors, LLC | 0.12% | No change | 34,685 | $1.5M |
| Porter White Investment Advisors, Inc. | 0.56% | Add +8.1% | 33,979 | $1.4M |
| Clark Asset Management, LLC | 0.11% | Reduce -14.6% | 33,803 | $1.4M |
| Citigroup Inc. | 0.00% | Add +62.8% | 33,381 | $1.4M |
| EnRich Financial Partners LLC | 0.33% | Reduce -31.9% | 32,776 | $1.4M |
| Arax Advisory Partners | 0.01% | Add +5382.3% | 31,962 | $1.4M |
| Kane Co Wealth Management, Inc. | 1.02% | Reduce -2.1% | 31,497 | $1.3M |
| Rather & Kittrell, Inc. | 0.18% | Reduce -5.3% | 30,900 | $1.3M |
| Bank of Montreal | 0.00% | Reduce -10.9% | 29,921 | $1.3M |
| Oceanside Advisors LLC | 0.63% | Reduce -0.3% | 29,217 | $1.2M |
| Forum Financial Management, LP | 0.02% | No change | 28,812 | $1.2M |
| AA Financial Advisors, LLC | 0.14% | Reduce -7.2% | 26,948 | $1.1M |
| AQR Capital Management | 0.00% | Add +302.8% | 26,799 | $1.1M |
| Pettinga Financial Advisors LLC | 0.18% | Reduce -27.6% | 26,600 | $1.1M |
| E6 Portfolios, LLC | 0.80% | Add +16.4% | 23,452 | $1.0M |
| BOS Asset Management, LLC | 0.23% | Add +1.6% | 23,401 | $998K |
| Mattern Capital Management, LLC | 0.11% | Add +54.4% | 22,817 | $974K |
| Altiora Financial Group, LLC | 0.15% | No change | 22,676 | $968K |
| Vestor Capital, LLC | 0.06% | Reduce -72.5% | 1,017 | $951K |
| Landing Point Financial Group, LLC | 0.32% | Add +3.2% | 22,011 | $939K |
| Dorsey & Whitney Trust CO LLC | 0.05% | No change | 21,719 | $927K |
| Gibson Capital, LLC | 0.15% | Add +0.0% | 21,481 | $917K |
| Good Harbor Advisors, Inc. | 0.87% | Reduce -1.1% | 20,865 | $890K |
| Alpha Advisors, LLC | 0.67% | Add +10.6% | 20,780 | $887K |
| UBS Group AG | 0.00% | Add +1.9% | 20,597 | $879K |
| Tandem Financial, LLC | 0.28% | Reduce -3.5% | 20,290 | $866K |
| International Private Wealth Advisors LLC | 0.44% | Add +0.0% | 20,120 | $858K |
| JFS Wealth Advisors, LLC | 0.04% | Reduce -1.4% | 20,046 | $855K |
| Hanover Advisors Inc. | 0.27% | Reduce -3.7% | 17,850 | $762K |
| Unison Advisors LLC | 0.05% | Reduce -0.3% | 17,843 | $761K |
| Moisand Fitzgerald Tamayo, LLC | 0.07% | Add +0.8% | 17,787 | $759K |
| Wealth Management Nebraska | 0.07% | Add +1.6% | 17,561 | $749K |
| Family CFO Inc | 0.28% | No change | 17,336 | $740K |
| NCM Capital Management, LLC | 0.22% | Add +7.2% | 17,100 | $730K |
| EverSource Wealth Advisors, LLC | 0.02% | Reduce -37.2% | 16,858 | $719K |
| ATLas Financial Planning LLC | 0.58% | No change | 16,829 | $718K |
| Tranquility Partners, LLC | 0.24% | Add +2.6% | 16,651 | $710K |
| Factor Wealth Management LTD | 0.10% | Add +0.3% | 16,044 | $685K |
| DAVENPORT & Co LLC | 0.00% | New | 15,926 | $680K |
| Opus Financial Solutions LLC | 0.53% | Add +58.0% | 15,367 | $656K |
| Two West Capital Advisors LLC | 0.32% | Reduce -6.1% | 16,387 | $651K |
| Sanctuary Advisors, LLC | 0.00% | Add +14.7% | 14,253 | $608K |
| Outbound Financial Inc | 0.39% | New | 14,090 | $601K |
| Focus Partners Wealth | 0.00% | Reduce -12.6% | 14,033 | $599K |
| E-Wealth Partners, LLC | 0.43% | No change | 14,000 | $597K |
| SwitchPoint Financial Planning, LLC | 0.34% | No change | 13,697 | $584K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | New | 13,640 | $573K |
| Daner Wealth Management, LLC | 0.31% | Add +15.4% | 13,635 | $572K |
| BDFS Capital LLC | 0.24% | Add +23.9% | 13,144 | $561K |
| First Financial Group Corp | 0.40% | Reduce -4.4% | 12,970 | $553K |
| Pacific Asset Management, LLC | 0.27% | Add +0.6% | 12,897 | $550K |
| Drive Wealth Management, LLC | 0.10% | Reduce -3.7% | 12,814 | $547K |
| Fischer Investment Strategies, LLC | 0.26% | Add +60.8% | 12,801 | $546K |
| Savvy Advisors, Inc. | 0.01% | Add +57.1% | 12,352 | $527K |
| Triad Wealth Partners, LLC | 0.03% | Add +19.1% | 13,057 | $525K |
| Mission Hills Financial Advisory, LLC | 0.23% | New | 12,232 | $522K |
| TBH Global Asset Management, LLC | 0.10% | Reduce -42.5% | 12,210 | $521K |
| Entelevest, LLC | 0.45% | Add +8.4% | 12,037 | $514K |
| Fiduciary Financial Group, LLC | 0.06% | Reduce -1.8% | 11,873 | $507K |
| Choreo, LLC | 0.01% | Reduce -4.3% | 11,754 | $502K |
| Wells Fargo & Company | 0.00% | Add +689.3% | 11,603 | $495K |
| Firethorn Wealth Partners, LLC | 0.15% | Reduce -3.6% | 11,222 | $479K |
| Approach Retirement Advisors, LLC | 0.34% | Reduce -2.4% | 11,109 | $474K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +2.1% | 11,085 | $473K |
| Mariner, LLC | 0.00% | Reduce -1.3% | 10,834 | $462K |
| Rehmann Capital Advisory Group | 0.02% | Add +0.6% | 10,819 | $462K |
| Signaturefd, LLC | 0.01% | Reduce -1.0% | 10,777 | $460K |
| Canvas Wealth Advisors, LLC | 0.06% | Add +16.9% | 10,650 | $454K |
| Merit Financial Group, LLC | 0.00% | Reduce -12.0% | 10,220 | $436K |
| Foundation Wealth Management, LLC\PA | 0.13% | Reduce -32.5% | 10,101 | $431K |
| World Investment Advisors | 0.01% | No change | 12,021 | $430K |
| Rockwood Wealth Management, LLC | 0.03% | No change | 9,818 | $419K |
| Sutton Place Investors LLC | 0.20% | Reduce -10.6% | 9,695 | $414K |
| Nuveen, LLC | 0.00% | New | 9,482 | $405K |
| Cetera Investment Advisers | 0.00% | Reduce -0.3% | 9,099 | $388K |
| Mraz, Amerine & Associates, Inc. | 0.06% | No change | 9,070 | $387K |
| Cypress Financial Planning LLC | 0.09% | Reduce -0.6% | 8,850 | $378K |
| RCS Financial Planning, LLC | 0.18% | Reduce -7.1% | 8,691 | $371K |
| Wingate Wealth Advisors, Inc. | 0.16% | No change | 8,661 | $370K |
| Morgan Stanley | 0.00% | Add +10.1% | 8,640 | $369K |
| Cloud Capital Management, LLC | 0.13% | Add +0.5% | 8,545 | $363K |
| Global Financial Private Client, LLC | 0.10% | New | 8,386 | $358K |
| Great Valley Advisor Group, Inc. | 0.01% | Add +19.0% | 8,370 | $358K |
| Xcelsior Advisor Partners LLC | 0.05% | Reduce -0.5% | 8,355 | $356K |
| American Investment Services, Inc. | 0.07% | Reduce -1.0% | 8,289 | $354K |
| XY Planning Network, Inc. | 0.04% | New | 7,924 | $338K |
| Quantinno Capital Management LP | 0.00% | New | 7,599 | $324K |
| Montag A & Associates Inc. | 0.01% | Add +2.5% | 7,280 | $311K |
| WorthPointe, LLC | 0.08% | New | 7,041 | $300K |
| Nwam LLC | 0.01% | Add +7.9% | 6,903 | $295K |
| Gemmer Asset Management LLC | 0.02% | Reduce -0.3% | 6,822 | $291K |
| SageView Advisory Group, LLC | 0.01% | Reduce -7.1% | 6,719 | $287K |
| Financial Harvest, LLC | 0.12% | Add +1.8% | 6,644 | $283K |
| Exit Wealth Advisors, LLC. | 0.13% | Add +0.6% | 6,582 | $281K |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 0.09% | No change | 6,784 | $277K |
| Modera Wealth Management, LLC | 0.00% | New | 6,222 | $265K |
| O'ROURKE & COMPANY, Inc | 0.09% | Add +6.3% | 6,132 | $262K |
| Sfm, LLC | 0.13% | New | 5,769 | $246K |
| RAM Investment Partners, LLC | 0.04% | New | 5,573 | $238K |
| Equitable Holdings, Inc. | 0.00% | Reduce -8.7% | 5,570 | $238K |
| Medallion Wealth Advisors, LLC | 0.07% | Reduce -2.4% | 5,549 | $237K |
| Phillips Financial Management, LLC | 0.02% | Reduce -0.6% | 5,382 | $230K |
| Shearwater Capital LLC | 0.11% | Reduce -23.7% | 5,314 | $227K |
| BIP Wealth, LLC | 0.01% | New | 5,310 | $227K |
| Venture Visionary Partners LLC | 0.01% | New | 5,282 | $225K |
| GeoWealth Management, LLC | 0.01% | New | 5,201 | $222K |
| TCFG Investment Advisors, LLC | 0.07% | New | 5,099 | $218K |
| Vista Capital Partners, Inc. | 0.02% | New | 5,085 | $217K |
| Lazari Capital Management, Inc. | 0.07% | New | 4,974 | $212K |
| Glen Eagle Advisors, LLC | 0.03% | No change | 4,960 | $212K |
| Vilga Financial Planning LLC | 0.16% | New | 4,874 | $208K |
| Del-Sette Capital Management, LLC | 0.12% | New | 4,843 | $207K |
| Passive Capital Management, LLC. | 0.06% | Reduce -20.0% | 6,076 | $205K |
| Gentry Private Wealth, LLC | 0.10% | New | 4,761 | $203K |
| Bruce G. Allen Investments, LLC | 0.13% | No change | 4,703 | $201K |
| Ares Financial Consulting, LLC | 0.14% | Reduce -25.8% | 4,515 | $193K |
| Elevate Wealth Advisory, Inc. | 0.09% | Reduce -0.2% | 3,618 | $154K |
| Ancora Advisors LLC | 0.00% | Add +14.1% | 3,033 | $129K |
| Rachor Investment Advisory Services, LLC | 0.06% | Add +12.5% | 2,915 | $124K |
| Fiduciary Financial Advisors | 0.01% | New | 2,607 | $111K |
| CX Institutional | 0.00% | New | 2,314 | $99K |
| Principia Wealth Advisory, LLC | 0.05% | Add +13.8% | 2,140 | $91K |
| Smithfield Trust Co | 0.00% | No change | 1,996 | $85K |
| C M Bidwell & Associates Ltd. | 0.03% | Add +19.6% | 1,967 | $84K |
| DecisionPoint Financial, LLC | 0.01% | Add +0.6% | 1,844 | $77K |
| Physician Wealth Advisors, Inc. | 0.01% | No change | 1,631 | $70K |
| RHL Group, LLC | 0.05% | Add +10.6% | 1,464 | $63K |
| Fifth Third Bancorp | 0.00% | Reduce -0.8% | 1,453 | $62K |
| Bessemer Group Inc. | 0.00% | New | 1,258 | $54K |
| Ashton Thomas Private Wealth, LLC | 0.00% | No change | 1,061 | $45K |
| IFG Advisory, LLC | 0.00% | No change | 1,054 | $45K |
| Angeles Wealth Management, LLC | 0.00% | Reduce -0.1% | 933 | $40K |
| Steigerwald, Gordon & Koch Inc. | 0.00% | No change | 862 | $37K |
| Global Retirement Partners, LLC | 0.00% | — | 833 | $36K |
| US Bancorp \de | 0.00% | New | 748 | $32K |
| Register Financial Advisors LLC | 0.01% | New | 674 | $29K |
| Beaird Harris Wealth Management, LLC | 0.00% | No change | 645 | $28K |
| Motco | 0.00% | Reduce -63.7% | 603 | $26K |
| Bullock Wealth Management Group | 0.01% | New | 555 | $23K |
| Strategic Wealth Partners, Ltd. | 0.00% | Add +3.7% | 537 | $23K |
| Rockefeller Capital Management L.P. | 0.00% | Add +0.6% | 509 | $22K |
| Cherry Tree Wealth Management, LLC | 0.00% | No change | 454 | $19K |
| Your Advocates Ltd., LLP | 0.01% | No change | 427 | $18K |
| Millstone Evans Group, LLC | 0.01% | Add +8.9% | 415 | $18K |
| LRI Investments, LLC | 0.00% | No change | 400 | $17K |
| MCF Advisors LLC | 0.00% | No change | 400 | $17K |
| GoalVest Advisory LLC | 0.00% | Add +40.0% | 378 | $16K |
| Sittner & Nelson, LLC | 0.00% | No change | 362 | $15K |
| Concord Wealth Partners | 0.00% | New | 346 | $15K |
| 1620 Investment Advisors, Inc. | 0.01% | No change | 265 | $11K |
| Topsail Wealth Management, LLC | 0.00% | Add +5.3% | 260 | $11K |
| Assetmark, Inc. | 0.00% | No change | 188 | $8K |
| Lodestone Wealth Management LLC | 0.00% | Add +0.6% | 182 | $8K |
| IFP Advisors, Inc | 0.00% | No change | 177 | $8K |
| Dunhill Financial, LLC | 0.00% | No change | 158 | $7K |
| Archer Investment Corp | 0.00% | Add +0.7% | 139 | $6K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -51.8% | 134 | $6K |
| Howe & Rusling Inc. | 0.00% | No change | 112 | $5K |
| Rosenberg Matthew Hamilton | 0.00% | No change | 106 | $5K |
| Tounjian Advisory Partners, LLC | 0.00% | New | 103 | $4K |
| Parkside Financial Bank & Trust | 0.00% | New | 99 | $4K |
| CoreCap Advisors, LLC | 0.00% | Reduce -12.8% | 95 | $4K |
| Coston, McIsaac & Partners | 0.00% | Add +0.9% | 112 | $4K |
| Vanguard Advisers Inc. | 0.00% | No change | 17 | $725 |
| Quest 10 Wealth Builders, Inc. | 0.00% | No change | 8 | $341 |
"% of holder's portfolio" is DFEV's weight in each manager's 13F, not the share of Dimensional Emrg MRKT Val the manager owns.