Dimensional Emerging Markets Value ETF (DFEV) Institutional Ownership

$26.37
+0.26 (+1.00%)
(As of 04/26/2024 ET)

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

Number of
Institutional Buyers
(last 12 months)
93
Total
Institutional Inflows
(last 12 months)
$161.74M
Number of
Institutional Sellers
(last 12 months)
28
Total
Institutional Outflows
(last 12 months)
$24.85M
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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
4/27/2024Glass Jacobson Investment Advisors llc63,597$1.65M0.6%+11.8%0.290%
4/26/2024RCS Financial Planning LLC39,676$1.03M0.6%-12.8%0.181%
4/25/2024Financial 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%
2/29/2024Tortoise Investment Management LLC17,177$433K0.1%-4.5%0.099%
2/28/2024Abel Hall LLC49,740$1.25M1.1%N/A0.288%
2/23/2024Chicago Partners Investment Group LLC57,693$1.41M0.1%+2.3%0.333%
2/15/2024Freedom Investment Management Inc.432,221$10.89M0.9%N/A2.498%
2/14/2024 Gibson Capital LLC31,982$806K0.2%-34.7%0.185%
2/14/2024True Wealth Design LLC740,323$18.66M5.3%+64.8%4.279%
2/14/2024Elevate Wealth Advisory Inc.8,266$208K0.2%N/A0.048%
2/14/2024Sentinel Trust Co. LBA147,500$3.72M0.5%-53.2%0.853%
2/13/2024Exencial Wealth Advisors LLC284,041$7.16M0.3%+26.3%1.642%
2/12/2024Fischer Investment Strategies LLC148,259$3.74M2.8%N/A0.857%
2/12/2024Steward Partners Investment Advisory LLC57,716$1.45M0.0%+9.8%0.334%
2/12/2024Schubert & Co8,681$219K0.2%-4.9%0.050%
2/9/2024Corient Private Wealth LLC95,707$2.41M0.0%N/A0.553%
2/8/2024Tortoise Investment Management LLC20,847$525K0.1%+15.9%0.121%
2/8/2024Matisse Capital40,360$1.02M0.5%+4.6%0.233%
2/8/2024Beacon Pointe Advisors LLC550,846$13.88M0.2%+1.9%3.184%
2/8/2024Janney Montgomery Scott LLC464,379$11.70M0.0%-0.4%2.684%
2/8/2024RCS Financial Planning LLC45,511$1.15M0.8%-4.7%0.263%
2/7/2024Forum Financial Management LP9,210$232K0.0%-38.7%0.053%
2/7/2024JFS Wealth Advisors LLC1,945$49K0.0%N/A0.011%
2/7/2024Blume Capital Management Inc.225,611$5.69M1.5%+25.4%1.304%
2/6/2024Lincoln National Corp22,040$555K0.0%+6.3%0.127%
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2/6/2024Vestmark Advisory Solutions Inc.132,027$3.33M0.2%+26.1%0.763%
2/6/2024Aveo 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%
2/5/2024Savant Capital LLC136,168$3.43M0.0%+6.3%0.787%
2/5/2024Schwarz Dygos Wheeler Investment Advisors LLC55,312$1.39M0.4%+58.2%0.320%
2/2/2024Red Lighthouse Investment Management LLC4,398$111K0.0%-15.0%0.025%
2/2/2024Marquette Asset Management LLC615,522$15.51M2.9%+36.7%3.558%
2/2/2024Heritage Financial Services LLC1,692,615$42.65M7.3%+10.6%9.784%
2/2/2024Truist Financial Corp138,209$3.48M0.0%+1,376.3%0.799%
2/2/2024Rather & Kittrell Inc.12,647$319K0.1%N/A0.073%
2/2/2024Alesco Advisors LLC137,854$3.47M0.1%+10.8%0.797%
2/2/2024Retirement Solution Inc.104,242$2.63M0.8%+2.3%0.603%
2/2/2024Atria 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%
1/31/2024Opes Wealth Management LLC331,273$8.35M2.0%-0.6%1.915%
1/31/2024Grunden Financial Advisory Inc.11,605$292K0.2%N/A0.067%
1/31/2024Sterling Financial Planning Inc.102,227$2.58M1.1%+27.4%0.591%
1/31/2024Tranquility 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%
1/29/2024Financial Architects LLC202,170$5.10M4.0%N/A1.169%
1/26/2024Bridgeworth LLC195,483$4.93M0.5%+1.8%1.130%
1/26/2024Sequoia Financial Advisors LLC70,920$1.79M0.0%+30.5%0.410%
1/26/2024B.O.S.S. Retirement Advisors LLC7,938$200K0.0%N/A0.046%
1/26/2024PBMares 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%
1/23/2024Envision Financial Planning LLC21,425$540K0.5%N/A0.124%
1/23/2024 Cordant Inc.82,380$2.08M1.3%+31.5%0.476%
1/22/2024Glass 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%
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%
11/16/2023Schubert & Co9,126$216K0.2%-15.8%0.053%
11/14/2023BOS Asset Management LLC10,752$255K0.2%+25.3%0.062%
11/14/2023Ancora Advisors LLC5,709$135K0.0%-18.7%0.033%
11/14/2023O Shaughnessy Asset Management LLC7,985$189K0.0%+48.2%0.046%
11/13/2023 Asset Dedication LLC1,978,383$46.86M4.0%+6.4%11.436%
11/13/2023True Wealth Design LLC449,347$10.64M3.6%+40.8%2.597%
11/13/2023Cardiff Park Advisors LLC46,293$1.10M0.1%+1.6%0.268%
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11/13/2023Graves Light Lenhart Wealth Inc.216,584$5.08M0.7%+8.0%1.252%
11/13/2023Kestra Advisory Services LLC17,264$409K0.0%+38.1%0.100%
11/9/2023Betterment LLC29,437$697K0.0%+114.7%0.170%
11/9/2023 Phillips Financial Management LLC2,295$54K0.0%+270.2%0.013%
11/8/2023Pathstone Family Office LLC146,643$3.47M0.0%-72.6%0.848%
11/8/2023Sequoia Financial Advisors LLC54,342$1.29M0.0%+9.3%0.314%
11/8/2023Janney Montgomery Scott LLC466,321$11.04M0.0%+34.5%2.695%
11/8/2023Dorsey & Whitney Trust CO LLC11,980$284K0.0%N/A0.069%
11/8/2023Exencial Wealth Advisors LLC224,905$5.32M0.3%+7.5%1.300%
11/8/2023Avantax Advisory Services Inc.12,233$290K0.0%+4.4%0.071%
(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, 110 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 ($15.51M), 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 107 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 ($615.52K), 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 15,314,778 shares in the last 24 months. This purchase volume represents approximately $358.96M in transactions.

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

Of the 32 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 1,158,957 shares in the last 24 months. This volume of shares sold represents approximately $27.76M in transactions.


This page (NYSEARCA:DFEV) was last updated on 4/27/2024 by MarketBeat.com Staff

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