Dimensional Emerging Markets Value ETF (DFEV) Institutional Ownership

$27.96
+0.20 (+0.72%)
(As of 04:26 PM ET)

Institutional Ownership Changes (13F Filings) for Dimensional Emerging Markets Value ETF (NYSEARCA:DFEV)

Number of
Institutional Buyers
(last 12 months)
89
Total
Institutional Inflows
(last 12 months)
$144.19M
Number of
Institutional Sellers
(last 12 months)
28
Total
Institutional Outflows
(last 12 months)
$23.48M
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DFEV Institutional Buying and Selling by Quarter

Dimensional Emerging Markets Value ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/16/2024Jane Street Group LLC398,116$10.34M0.0%+38.2%1.769%
5/13/2024 Index Fund Advisors Inc.176,306$4.58M0.3%+21.7%0.784%
5/9/2024 Dorsey & Whitney Trust CO LLC21,719$564K0.0%+81.3%0.097%
5/8/2024 Tranquility Partners LLC13,919$361K0.1%+12.1%0.062%
5/7/2024 BOS Asset Management LLC14,021$364K0.2%+11.6%0.062%
5/7/2024 Marquette Asset Management LLC620,351$16.10M2.8%+0.8%2.757%
5/6/2024DiNuzzo Private Wealth Inc.211,678$5.50M0.7%+0.6%0.941%
5/3/2024 Schwarz Dygos Wheeler Investment Advisors LLC69,021$1.79M0.5%+24.8%0.315%
5/3/2024 Rehmann Capital Advisory Group9,714$252K0.0%N/A0.044%
5/2/2024 Blume Capital Management Inc.230,914$6.00M1.4%+2.4%1.054%
5/2/2024 Elevate Wealth Advisory Inc.6,665$173K0.2%-19.4%0.030%
5/1/2024 Janney Montgomery Scott LLC460,938$11.97M0.0%-0.7%2.105%
5/1/2024 Sequoia Financial Advisors LLC76,439$1.98M0.0%+7.8%0.349%
4/30/2024Commonwealth Equity Services LLC46,217$1.20M0.0%+22.0%0.211%
4/29/2024 PBMares Wealth Management LLC130,160$3.38M0.9%+10.7%0.594%
4/27/2024 Glass Jacobson Investment Advisors llc63,597$1.65M0.6%+11.8%0.290%
4/26/2024 RCS Financial Planning LLC39,676$1.03M0.6%-12.8%0.181%
4/25/2024 Financial Architects LLC234,380$6.09M4.2%+15.9%1.070%
4/24/2024 Oceanside Advisors LLC28,732$746K0.6%-2.0%0.131%
4/23/2024 Raymond James Financial Services Advisors Inc.433,393$11.25M0.0%+8.5%1.979%
4/22/2024 Family Investment Center Inc.70,390$1.83M0.6%+371.2%0.321%
4/22/2024 Edge Financial Advisors LLC30,351$789K0.7%N/A0.139%
4/18/2024 Verum Partners LLC96,331$2.50M0.9%+3.5%0.557%
4/18/2024 Pettinga Financial Advisors LLC12,050$313K0.1%-11.8%0.070%
4/18/2024 Breakwater Capital Group129,602$3.36M0.8%-8.5%0.749%
4/17/2024 White Wing Wealth Management58,232$1.52M1.3%N/A0.337%
4/17/2024 Strata Wealth Advisors LLC25,536$663K0.2%N/A0.148%
4/17/2024 Family CFO Inc2,517$65K0.0%+47.1%0.015%
4/16/2024 Firethorn Wealth Partners LLC12,863$334K0.2%+51.2%0.074%
4/13/2024 Evanson Asset Management LLC377,586$9.80M0.8%+12.3%2.183%
4/12/2024 Unison Advisors LLC23,411$608K0.1%-11.3%0.135%
4/11/2024 Maryland Capital Advisors Inc.91,650$2.38M1.5%+4.0%0.530%
4/10/2024 BKA Wealth Consulting Inc.58,765$1.53M2.0%+4.8%0.340%
2/29/2024 Tortoise Investment Management LLC17,177$433K0.1%-4.5%0.099%
2/28/2024 Abel Hall LLC49,740$1.25M1.1%N/A0.288%
2/23/2024 Chicago Partners Investment Group LLC57,693$1.41M0.1%+2.3%0.333%
2/15/2024 Freedom Investment Management Inc.432,221$10.89M0.9%N/A2.498%
2/14/2024 Gibson Capital LLC31,982$806K0.2%-34.7%0.185%
2/14/2024 True Wealth Design LLC740,323$18.66M5.3%+64.8%4.279%
2/14/2024 Elevate Wealth Advisory Inc.8,266$208K0.2%N/A0.048%
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2/14/2024 Sentinel Trust Co. LBA147,500$3.72M0.5%-53.2%0.853%
2/13/2024 Exencial Wealth Advisors LLC284,041$7.16M0.3%+26.3%1.642%
2/12/2024 Fischer Investment Strategies LLC148,259$3.74M2.8%N/A0.857%
2/12/2024 Steward Partners Investment Advisory LLC57,716$1.45M0.0%+9.8%0.334%
2/12/2024 Schubert & Co8,681$219K0.2%-4.9%0.050%
2/9/2024 Corient Private Wealth LLC95,707$2.41M0.0%N/A0.553%
2/8/2024 Tortoise Investment Management LLC20,847$525K0.1%+15.9%0.121%
2/8/2024 Matisse Capital40,360$1.02M0.5%+4.6%0.233%
2/8/2024 Beacon Pointe Advisors LLC550,846$13.88M0.2%+1.9%3.184%
2/8/2024 Janney Montgomery Scott LLC464,379$11.70M0.0%-0.4%2.684%
2/8/2024 RCS Financial Planning LLC45,511$1.15M0.8%-4.7%0.263%
2/7/2024 Forum Financial Management LP9,210$232K0.0%-38.7%0.053%
2/7/2024 JFS Wealth Advisors LLC1,945$49K0.0%N/A0.011%
2/7/2024 Blume Capital Management Inc.225,611$5.69M1.5%+25.4%1.304%
2/6/2024 Lincoln National Corp22,040$555K0.0%+6.3%0.127%
2/6/2024 Vestmark Advisory Solutions Inc.132,027$3.33M0.2%+26.1%0.763%
2/6/2024 Aveo Capital Partners LLC260,604$6.57M0.8%+12.4%1.506%
2/6/2024DiNuzzo Private Wealth Inc.210,454$5.30M0.8%N/A1.216%
2/5/2024 Savant Capital LLC136,168$3.43M0.0%+6.3%0.787%
2/5/2024 Schwarz Dygos Wheeler Investment Advisors LLC55,312$1.39M0.4%+58.2%0.320%
2/2/2024 Red Lighthouse Investment Management LLC4,398$111K0.0%-15.0%0.025%
2/2/2024 Marquette Asset Management LLC615,522$15.51M2.9%+36.7%3.558%
2/2/2024 Heritage Financial Services LLC1,692,615$42.65M7.3%+10.6%9.784%
2/2/2024 Truist Financial Corp138,209$3.48M0.0%+1,376.3%0.799%
2/2/2024 Rather & Kittrell Inc.12,647$319K0.1%N/A0.073%
2/2/2024 Alesco Advisors LLC137,854$3.47M0.1%+10.8%0.797%
2/2/2024 Retirement Solution Inc.104,242$2.63M0.8%+2.3%0.603%
2/2/2024 Atria Wealth Solutions Inc.34,233$863K0.0%N/A0.198%
2/2/2024 BKA Wealth Consulting Inc.56,082$1.41M2.1%+0.9%0.324%
1/31/2024 Family CFO Inc1,711$43K0.0%N/A0.010%
1/31/2024 Opes Wealth Management LLC331,273$8.35M2.0%-0.6%1.915%
1/31/2024 Grunden Financial Advisory Inc.11,605$292K0.2%N/A0.067%
1/31/2024 Sterling Financial Planning Inc.102,227$2.58M1.1%+27.4%0.591%
1/31/2024 Tranquility Partners LLC12,419$313K0.1%+12.3%0.072%
1/30/2024 Allen Capital Group LLC21,498$542K0.1%-14.4%0.124%
1/30/2024 Lam Group Inc.74,575$1.88M1.7%-3.9%0.431%
1/30/2024 Root Financial Partners LLC74,382$1.87M0.7%+51.3%0.430%
1/29/2024 Financial Architects LLC202,170$5.10M4.0%N/A1.169%
1/26/2024Bridgeworth LLC195,483$4.93M0.5%+1.8%1.130%
1/26/2024 Sequoia Financial Advisors LLC70,920$1.79M0.0%+30.5%0.410%
1/26/2024 B.O.S.S. Retirement Advisors LLC7,938$200K0.0%N/A0.046%
1/26/2024 PBMares Wealth Management LLC117,560$2.96M0.9%+56.9%0.680%
1/25/2024 Firethorn Wealth Partners LLC8,508$214K0.1%N/A0.049%
1/24/2024 Breakwater Capital Group141,690$3.40M1.0%-2.1%0.819%
1/23/2024 Envision Financial Planning LLC21,425$540K0.5%N/A0.124%
1/23/2024 Cordant Inc.82,380$2.08M1.3%+31.5%0.476%
1/22/2024 Glass Jacobson Investment Advisors llc56,865$1.43M0.6%+22.9%0.329%
1/18/2024 Ritholtz Wealth Management892,109$22.48M0.9%+3.2%5.157%
1/18/2024 Evanson Asset Management LLC336,282$8.47M0.7%+18.7%1.944%
1/18/2024 Verum Partners LLC93,113$2.35M0.9%-1.1%0.538%
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1/18/2024 Pettinga Financial Advisors LLC13,666$344K0.1%N/A0.079%
1/18/2024 Moisand Fitzgerald Tamayo LLC17,084$431K0.1%+7.0%0.099%
1/17/2024 Maryland Capital Advisors Inc.88,095$2.22M1.5%+13.2%0.509%
1/17/2024 Family Investment Center Inc.14,937$376K0.2%N/A0.086%
1/16/2024 Raymond James Financial Services Advisors Inc.399,308$10.06M0.0%N/A2.308%
1/16/2024 Raymond James & Associates9,030$228K0.0%N/A0.052%
1/16/2024Wealthsource Partners LLC23,026$580K0.0%-6.5%0.133%
1/11/2024 Bruce G. Allen Investments LLC4,600$116K0.1%N/A0.027%
11/16/2023 Schubert & Co9,126$216K0.2%-15.8%0.053%
11/14/2023 BOS Asset Management LLC10,752$255K0.2%+25.3%0.062%
(Data available from 1/1/2016 forward)

DFEV Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of DFEV shares?

During the previous two years, 112 institutional investors and hedge funds held shares of Dimensional Emerging Markets Value ETF. The most heavily invested institutionals were Scissortail Wealth Management LLC ($724.79M), Asset Dedication LLC ($46.86M), Heritage Financial Services LLC ($42.65M), Ritholtz Wealth Management ($22.48M), True Wealth Design LLC ($18.66M), Marquette Asset Management LLC ($16.10M), and Beacon Pointe Advisors LLC ($13.88M).Learn more on DFEV's institutional investors.

Which institutional investors have been buying Dimensional Emerging Markets Value ETF stock?

Of the 109 institutional investors that purchased Dimensional Emerging Markets Value ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Asset Dedication LLC ($1.98M), Heritage Financial Services LLC ($1.69M), Ritholtz Wealth Management ($892.11K), Pathstone Family Office LLC ($853.29K), Marquette Asset Management LLC ($620.35K), 3D L Capital Management LLC ($485.55K), and Janney Montgomery Scott LLC ($466.32K).

How much institutional buying is happening at Dimensional Emerging Markets Value ETF?

Institutional investors have bought a total of 15,530,151 shares in the last 24 months. This purchase volume represents approximately $364.55M in transactions.

Which Dimensional Emerging Markets Value ETF major shareholders have been selling company stock?

Of the 33 institutional investors that sold Dimensional Emerging Markets Value ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Pathstone Family Office LLC ($387.94K), Sentinel Trust Co. LBA ($263.10K), Aveo Capital Partners LLC ($112.11K), Flow Traders U.S. LLC ($89.84K), 3D L Capital Management LLC ($64.10K), Cardiff Park Advisors LLC ($52.80K), and OLD Mission Capital LLC ($43.06K).

How much institutional selling is happening at Dimensional Emerging Markets Value ETF?

Institutional investors have sold a total of 1,163,999 shares in the last 24 months. This volume of shares sold represents approximately $27.89M in transactions.


This page (NYSEARCA:DFEV) was last updated on 5/17/2024 by MarketBeat.com Staff

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