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Dimensional Emerging Markets Value ETF (DFEV) Institutional Ownership

Dimensional Emerging Markets Value ETF logo
$41.26 0.00 (0.00%)
As of 07/2/2026 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for Dimensional Emerging Markets Value ETF (NYSEARCA:DFEV)

Number of
Institutional Buyers
(last 12 months)
174
Total
Institutional Inflows
(last 12 months)
$253.16M
Number of
Institutional Sellers
(last 12 months)
88
Total
Institutional Outflows
(last 12 months)
$69.48M
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DFEV Institutional Buying and Selling by Quarter

Dimensional Emerging Markets Value ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/2/2026 Versant Capital Management Inc138,902$5.93M0.5%+76.9%0.293%
7/2/2026 CX Institutional2,314$99K0.0%N/A0.005%
6/11/2026E Wealth Partners LLC14,000$501K0.4%+18.2%0.031%
6/4/2026Fischer Investment Strategies LLC7,962$285K0.2%N/A0.017%
6/3/2026Parallel Advisors LLC789$28K0.0%-66.2%0.002%
6/3/2026NewEdge Advisors LLC87,621$3.14M0.0%-6.2%0.193%
5/29/2026Asset Dedication LLC2,553,044$91.35M6.4%-3.8%5.611%
5/21/2026Vestor Capital LLC3,700$132K0.0%-95.0%0.008%
5/19/2026Bank of America Corp DE137,311$4.91M0.0%+62.2%0.302%
5/18/2026EverSource Wealth Advisors LLC26,830$960K0.0%-11.9%0.059%
5/18/2026Royal Bank of Canada305,503$10.93M0.0%+98.2%0.671%
5/18/2026Estate Counselors LLC183,475$6.57M0.6%-0.3%0.403%
5/15/2026Cardiff Park Advisors LLC50,790$1.82M0.1%-0.5%0.112%
5/15/2026Waverly Advisors LLC187,324$6.70M0.1%-2.4%0.412%
5/14/2026B&D White Capital Company LLC587,710$21.03M2.6%+756.8%1.292%
5/13/2026American Investment Services Inc.8,376$300K0.1%-6.5%0.018%
5/13/2026Daner Wealth Management LLC11,820$423K0.2%+17.7%0.026%
5/13/2026Alesco Advisors LLC An ESL Co447,821$16.02M0.4%+1.9%0.984%
5/7/2026Parallel Advisors LLC789$28K0.0%-66.2%0.002%
5/6/2026Sterling Financial Planning Inc.176,980$6.33M1.9%-1.7%0.389%
5/6/2026Astra Wealth Partners LLC87,028$3.11M1.9%+2.8%0.191%
5/6/2026Angeles Wealth Management LLC934$33K0.0%N/A0.002%
5/5/2026Golden Bell Financial Planning LLC85,293$3.05M2.4%+6.9%0.187%
5/5/2026Financial Harvest LLC6,525$233K0.1%+8.8%0.014%
5/5/2026Geneos Wealth Management Inc.39,103$1.40M0.0%N/A0.086%
5/5/2026Sanctuary Advisors LLC12,425$445K0.0%-3.1%0.027%
5/4/2026Mattern Capital Management LLC14,777$529K0.1%+56.2%0.032%
5/4/2026Chicago Partners Investment Group LLC94,612$3.75M0.1%+7.6%0.208%
5/4/2026Vantage Point Financial LLC48,360$1.73M0.6%-0.9%0.106%
5/1/2026Fifth Third Bancorp1,464$52K0.0%N/A0.003%
5/1/2026EQ Wealth Advisors LLC116,864$4.18M2.4%+6.5%0.257%
5/1/2026Simplicity Wealth LLC6,836$245K0.0%-7.7%0.015%
5/1/2026Sequoia Financial Advisors LLC61,655$2.21M0.0%-5.8%0.135%
4/30/2026Kestra Advisory Services LLC40,131$1.44M0.0%+5.6%0.088%
4/30/2026Summit Portfolio Management LTD.96,986$3.47M2.2%N/A0.212%
4/29/2026Montag A & Associates Inc.7,100$254K0.0%+20.3%0.016%
4/29/2026Corus Family Wealth Advisors43,479$1.56M1.3%+10.0%0.095%
4/29/2026United Asset Strategies Inc.68,341$2.45M0.2%N/A0.150%
4/29/2026Strata Wealth Advisors LLC411,910$14.74M4.0%-2.3%0.901%
4/29/2026Oceanside Advisors LLC29,321$1.05M0.6%+1.8%0.064%
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4/29/2026Canvas Wealth Advisors LLC9,114$326K0.1%N/A0.020%
4/28/2026Abel Hall LLC55,563$1.99M0.4%-1.0%0.122%
4/28/2026Carlton Hofferkamp & Jenks Wealth Management LLC6,784$267K0.1%N/A0.015%
4/28/2026Ascentis Independent Advisors3,463$124K0.0%-42.6%0.008%
4/27/2026World Investment Advisors12,021$430K0.0%+9.7%0.027%
4/24/2026Root Financial Partners LLC146,649$5.25M0.2%-17.6%0.325%
4/24/2026Family Investment Center Inc.569,480$20.38M3.9%+426.3%1.263%
4/23/2026Forum Financial Management LP28,812$1.03M0.0%-3.5%0.064%
4/23/2026Guardian Wealth Management LLC346,462$12.41M3.8%-5.3%0.768%
4/23/2026TRU Independence Asset Management 2 LLC39,131$1.40M0.9%+2.3%0.087%
4/22/2026Janney Montgomery Scott LLC579,741$20.74M0.1%+5.3%1.303%
4/22/2026Foundry Financial LLC77,506$2.77M1.2%+21.4%0.174%
4/21/2026Financial Architects LLC268,085$9.59M5.1%+0.8%0.602%
4/21/2026AA Financial Advisors LLC29,042$1.04M0.1%N/A0.065%
4/20/2026Ritholtz Wealth Management1,424,431$50.97M0.9%+6.2%3.201%
4/20/2026Breakwater Capital Group154,294$5.52M0.7%+2.8%0.347%
4/20/2026Factor Wealth Management LTD16,002$573K0.1%+26.2%0.036%
4/20/2026Apella Capital LLC184,339$7.29M0.1%N/A0.414%
4/20/2026Tranquility Partners LLC16,223$585K0.2%+2.4%0.036%
4/17/2026Brookstone Capital Management9,285$332K0.0%+52.8%0.021%
3/17/2026Rockefeller Capital Management L.P.3,951$133K0.0%+66.5%0.010%
3/13/2026World Investment Advisors10,961$370K0.0%N/A0.027%
3/9/2026Corient Private Wealth LLC108,543$3.66M0.0%+11.7%0.272%
3/2/2026NCM Capital Management LLC15,650$528K0.2%+7.6%0.039%
2/27/2026Financially in Tune LLC134,302$4.53M4.2%N/A0.337%
2/26/2026BDFS Capital LLC10,033$339K0.2%N/A0.025%
2/24/2026TRU Independence Asset Management 2 LLC38,260$1.29M0.8%+9.3%0.096%
2/23/2026McMill Wealth Management8,115$274K0.1%+4.3%0.020%
2/20/2026SB Capital Management Inc53,408$1.80M0.7%N/A0.134%
2/19/2026Corient Private Wealth LLC100,397$3.39M0.0%+3.3%0.252%
2/18/2026Beacon Pointe Advisors LLC606,046$20.45M0.1%+1.7%1.519%
2/18/2026EP Wealth Advisors LLC16,733$565K0.0%N/A0.042%
2/18/2026NewEdge Advisors LLC93,446$3.15M0.0%-28.4%0.234%
2/18/2026Stokes Family Office LLC7,083$239K0.0%-88.6%0.018%
2/18/2026SPWM Advisors LLC189,228$6.39M6.1%N/A0.474%
2/18/2026Main Street Financial Solutions LLC73,170$2.47M0.2%-3.6%0.183%
2/17/2026Cetera Investment Advisers9,260$312K0.0%-8.8%0.023%
2/17/2026Abel Hall LLC56,097$1.89M0.4%-3.9%0.141%
2/17/2026Equitable Holdings Inc.7,822$264K0.0%-3.9%0.020%
2/17/2026Osaic Holdings Inc.66,562$2.25M0.0%+46.5%0.167%
2/17/2026Royal Bank of Canada154,133$5.20M0.0%-4.9%0.386%
2/16/2026Mariner LLC7,884$266K0.0%-7.3%0.020%
2/16/2026E6 Portfolios LLC14,844$501K0.6%N/A0.037%
2/16/2026B&D White Capital Company LLC68,591$2.31M0.3%N/A0.172%
2/13/2026Kestra Advisory Services LLC37,992$1.28M0.0%+4.3%0.095%
2/13/2026Integrated Wealth Concepts LLC57,234$1.93M0.0%-9.5%0.143%
2/12/2026Orion Porfolio Solutions LLC60,911$2.06M0.0%+1.0%0.153%
2/12/2026Triumph Capital Management35,049$1.18M0.3%N/A0.088%
2/12/2026Commonwealth Equity Services LLC62,753$2.12M0.0%+14.2%0.157%
2/12/2026von Borstel & Associates Inc.252,041$8.50M2.0%-1.4%0.632%
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2/12/2026Pettinga Financial Advisors LLC40,075$1.35M0.3%-17.8%0.100%
2/12/2026Alpha Advisors LLC VA18,082$610K0.5%+2.0%0.045%
2/12/2026Steward Partners Investment Advisory LLC105,014$3.54M0.0%+27.4%0.263%
2/12/2026Strata Wealth Advisors LLC421,781$14.23M4.0%-12.3%1.057%
2/12/2026Betterment LLC224,775$7.58M0.0%+2.4%0.563%
2/12/2026Bank of Montreal Can39,911$1.35M0.0%-2.8%0.100%
2/12/2026Moneta Group Investment Advisors LLC162,332$5.48M0.0%+3.2%0.407%
2/12/2026Great Valley Advisor Group Inc.5,969$201K0.0%-24.7%0.015%
2/11/2026Vestor Capital LLC73,457$2.48M0.1%+1,885.3%0.184%
2/11/2026Entelevest LLC11,168$377K0.4%N/A0.028%


DFEV Institutional Ownership - Frequently Asked Questions

During the previous two years, 245 institutional investors and hedge funds held shares of Dimensional Emerging Markets Value ETF. The most heavily invested institutionals were Asset Dedication LLC ($91.35M), Ritholtz Wealth Management ($50.97M), Jones Financial Companies Lllp ($40.58M), HighTower Advisors LLC ($31.47M), Raymond James Financial Inc. ($28.78M), C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors ($25.96M), and Sensible Money LLC ($24.66M).Learn more on Dimensional Emerging Markets Value ETF's institutional investors.

Of the 225 institutional investors that purchased Dimensional Emerging Markets Value ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors ($2.01M), Raymond James Financial Inc. ($1.67M), HighTower Advisors LLC ($960.41K), Family Investment Center Inc. ($797.85K), Jane Street Group LLC ($788.95K), B&D White Capital Company LLC ($587.71K), and Ritholtz Wealth Management ($509.51K).

Institutional investors have bought a total of 7,639,604 shares in the last 24 months. This purchase volume represents approximately $253.16M in transactions.

Of the 88 institutional investors that sold Dimensional Emerging Markets Value ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Jane Street Group LLC ($479.37K), Root Financial Partners LLC ($254.04K), Vestmark Advisory Solutions Inc. ($201.37K), Strata Wealth Advisors LLC ($125.94K), True Wealth Design LLC ($101.42K), Asset Dedication LLC ($99.57K), and Corient Private Wealth LLC ($72.96K).

Institutional investors have sold a total of 2,181,851 shares in the last 24 months. This volume of shares sold represents approximately $69.48M in transactions.


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This page (NYSEARCA:DFEV) was last updated on 7/5/2026 by MarketBeat.com Staff.
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