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Dimensional Emerging Markets Value ETF (DFEV) Institutional Ownership

Dimensional Emerging Markets Value ETF logo
$41.46 0.00 (0.00%)
As of 05/22/2026 04:10 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
173
Total
Institutional Inflows
(last 12 months)
$251.31M
Number of
Institutional Sellers
(last 12 months)
87
Total
Institutional Outflows
(last 12 months)
$65.66M
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Skip Chart & View Institutional Buying and Selling Data

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
5/21/2026 Vestor Capital LLC3,700$132K0.0%-95.0%0.008%
5/19/2026 Bank of America Corp DE137,311$4.91M0.0%+62.2%0.302%
5/18/2026 EverSource Wealth Advisors LLC26,830$960K0.0%-11.9%0.059%
5/18/2026 Royal Bank of Canada305,503$10.93M0.0%+98.2%0.671%
5/18/2026 Estate Counselors LLC183,475$6.57M0.6%-0.3%0.403%
5/15/2026 Cardiff Park Advisors LLC50,790$1.82M0.1%-0.5%0.112%
5/15/2026 Waverly Advisors LLC187,324$6.70M0.1%-2.4%0.412%
5/14/2026 B&D White Capital Company LLC587,710$21.03M2.6%+756.8%1.292%
5/13/2026 American Investment Services Inc.8,376$300K0.1%-6.5%0.018%
5/13/2026 Daner Wealth Management LLC11,820$423K0.2%+17.7%0.026%
5/13/2026 Alesco Advisors LLC An ESL Co447,821$16.02M0.4%+1.9%0.984%
5/7/2026 Parallel Advisors LLC789$28K0.0%-66.2%0.002%
5/6/2026 Sterling Financial Planning Inc.176,980$6.33M1.9%-1.7%0.389%
5/6/2026 Astra Wealth Partners LLC87,028$3.11M1.9%+2.8%0.191%
5/6/2026 Angeles Wealth Management LLC934$33K0.0%N/A0.002%
5/5/2026 Golden Bell Financial Planning LLC85,293$3.05M2.4%+6.9%0.187%
5/5/2026 Financial Harvest LLC6,525$233K0.1%+8.8%0.014%
5/5/2026 Geneos Wealth Management Inc.39,103$1.40M0.0%N/A0.086%
5/5/2026 Sanctuary Advisors LLC12,425$445K0.0%-3.1%0.027%
5/4/2026 Mattern Capital Management LLC14,777$529K0.1%+56.2%0.032%
5/4/2026 Chicago Partners Investment Group LLC94,612$3.75M0.1%+7.6%0.208%
5/4/2026 Vantage Point Financial LLC48,360$1.73M0.6%-0.9%0.106%
5/1/2026 Fifth Third Bancorp1,464$52K0.0%N/A0.003%
5/1/2026 EQ Wealth Advisors LLC116,864$4.18M2.4%+6.5%0.257%
5/1/2026 Simplicity Wealth LLC6,836$245K0.0%-7.7%0.015%
5/1/2026 Sequoia Financial Advisors LLC61,655$2.21M0.0%-5.8%0.135%
4/30/2026 Kestra Advisory Services LLC40,131$1.44M0.0%+5.6%0.088%
4/30/2026 Summit Portfolio Management LTD.96,986$3.47M2.2%N/A0.212%
4/29/2026 Montag A & Associates Inc.7,100$254K0.0%+20.3%0.016%
4/29/2026 Corus Family Wealth Advisors43,479$1.56M1.3%+10.0%0.095%
4/29/2026 United Asset Strategies Inc.68,341$2.45M0.2%N/A0.150%
4/29/2026 Strata Wealth Advisors LLC411,910$14.74M4.0%-2.3%0.901%
4/29/2026 Oceanside Advisors LLC29,321$1.05M0.6%+1.8%0.064%
4/29/2026 Canvas Wealth Advisors LLC9,114$326K0.1%N/A0.020%
4/28/2026 Abel Hall LLC55,563$1.99M0.4%-1.0%0.122%
4/28/2026 Carlton Hofferkamp & Jenks Wealth Management LLC6,784$267K0.1%N/A0.015%
4/28/2026 Ascentis Independent Advisors3,463$124K0.0%-42.6%0.008%
4/27/2026 World Investment Advisors12,021$430K0.0%+9.7%0.027%
4/24/2026 Root Financial Partners LLC146,649$5.25M0.2%-17.6%0.325%
4/24/2026 Family Investment Center Inc.569,480$20.38M3.9%+426.3%1.263%
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4/23/2026 Forum Financial Management LP28,812$1.03M0.0%-3.5%0.064%
4/23/2026 Guardian Wealth Management LLC346,462$12.41M3.8%-5.3%0.768%
4/23/2026 TRU Independence Asset Management 2 LLC39,131$1.40M0.9%+2.3%0.087%
4/22/2026 Janney Montgomery Scott LLC579,741$20.74M0.1%+5.3%1.303%
4/22/2026 Foundry Financial LLC77,506$2.77M1.2%+21.4%0.174%
4/21/2026 Financial Architects LLC268,085$9.59M5.1%+0.8%0.602%
4/21/2026 AA Financial Advisors LLC29,042$1.04M0.1%N/A0.065%
4/20/2026 Ritholtz Wealth Management1,424,431$50.97M0.9%+6.2%3.201%
4/20/2026 Breakwater Capital Group154,294$5.52M0.7%+2.8%0.347%
4/20/2026 Factor Wealth Management LTD16,002$573K0.1%+26.2%0.036%
4/20/2026 Apella Capital LLC184,339$7.29M0.1%N/A0.414%
4/20/2026 Tranquility Partners LLC16,223$585K0.2%+2.4%0.036%
4/17/2026 Brookstone Capital Management9,285$332K0.0%+52.8%0.021%
3/17/2026 Rockefeller Capital Management L.P.3,951$133K0.0%+66.5%0.010%
3/13/2026 World Investment Advisors10,961$370K0.0%N/A0.027%
3/9/2026 Corient Private Wealth LLC108,543$3.66M0.0%+11.7%0.272%
3/2/2026 NCM Capital Management LLC15,650$528K0.2%+7.6%0.039%
2/27/2026 Financially in Tune LLC134,302$4.53M4.2%N/A0.337%
2/26/2026 BDFS Capital LLC10,033$339K0.2%N/A0.025%
2/24/2026 TRU Independence Asset Management 2 LLC38,260$1.29M0.8%+9.3%0.096%
2/23/2026 McMill Wealth Management8,115$274K0.1%+4.3%0.020%
2/20/2026SB Capital Management Inc53,408$1.80M0.7%N/A0.134%
2/19/2026 Corient Private Wealth LLC100,397$3.39M0.0%+3.3%0.252%
2/18/2026 Beacon Pointe Advisors LLC606,046$20.45M0.1%+1.7%1.519%
2/18/2026 EP Wealth Advisors LLC16,733$565K0.0%N/A0.042%
2/18/2026 NewEdge Advisors LLC93,446$3.15M0.0%-28.4%0.234%
2/18/2026 Stokes Family Office LLC7,083$239K0.0%-88.6%0.018%
2/18/2026 SPWM Advisors LLC189,228$6.39M6.1%N/A0.474%
2/18/2026Main Street Financial Solutions LLC73,170$2.47M0.2%-3.6%0.183%
2/17/2026 Cetera Investment Advisers9,260$312K0.0%-8.8%0.023%
2/17/2026 Abel Hall LLC56,097$1.89M0.4%-3.9%0.141%
2/17/2026 Equitable Holdings Inc.7,822$264K0.0%-3.9%0.020%
2/17/2026 Osaic Holdings Inc.66,562$2.25M0.0%+46.5%0.167%
2/17/2026 Royal Bank of Canada154,133$5.20M0.0%-4.9%0.386%
2/16/2026 Mariner LLC7,884$266K0.0%-7.3%0.020%
2/16/2026 E6 Portfolios LLC14,844$501K0.6%N/A0.037%
2/16/2026 B&D White Capital Company LLC68,591$2.31M0.3%N/A0.172%
2/13/2026 Kestra Advisory Services LLC37,992$1.28M0.0%+4.3%0.095%
2/13/2026 Integrated Wealth Concepts LLC57,234$1.93M0.0%-9.5%0.143%
2/12/2026 Orion Porfolio Solutions LLC60,911$2.06M0.0%+1.0%0.153%
2/12/2026 Triumph Capital Management35,049$1.18M0.3%N/A0.088%
2/12/2026 Commonwealth Equity Services LLC62,753$2.12M0.0%+14.2%0.157%
2/12/2026 von Borstel & Associates Inc.252,041$8.50M2.0%-1.4%0.632%
2/12/2026 Pettinga Financial Advisors LLC40,075$1.35M0.3%-17.8%0.100%
2/12/2026 Alpha Advisors LLC VA18,082$610K0.5%+2.0%0.045%
2/12/2026 Steward Partners Investment Advisory LLC105,014$3.54M0.0%+27.4%0.263%
2/12/2026 Strata Wealth Advisors LLC421,781$14.23M4.0%-12.3%1.057%
2/12/2026 Betterment LLC224,775$7.58M0.0%+2.4%0.563%
2/12/2026 Bank of Montreal Can39,911$1.35M0.0%-2.8%0.100%
2/12/2026 Moneta Group Investment Advisors LLC162,332$5.48M0.0%+3.2%0.407%
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2/12/2026 Great Valley Advisor Group Inc.5,969$201K0.0%-24.7%0.015%
2/11/2026 Vestor Capital LLC73,457$2.48M0.1%+1,885.3%0.184%
2/11/2026 Entelevest LLC11,168$377K0.4%N/A0.028%
2/11/2026 United Wealth Management LLC159,541$5.38M1.4%+3.2%0.400%
2/11/2026 Janney Montgomery Scott LLC550,474$18.57M0.0%+4.7%1.380%
2/11/2026 Focus Partners Advisor Solutions LLC28,323$956K0.0%-3.4%0.071%
2/11/2026 Cerity Partners LLC6,176$208K0.0%N/A0.015%
2/11/2026 LPL Financial LLC37,229$1.26M0.0%+22.0%0.093%
2/11/2026 O Shaughnessy Asset Management LLC10,393$351K0.0%+17.3%0.026%
2/11/2026 Vise Technologies Inc.200,501$6.77M0.2%+3,022.1%0.503%


DFEV Institutional Ownership - Frequently Asked Questions

During the previous two years, 243 institutional investors and hedge funds held shares of Dimensional Emerging Markets Value ETF. The most heavily invested institutionals were Asset Dedication LLC ($89.50M), 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 223 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 7,610,782 shares in the last 24 months. This purchase volume represents approximately $251.31M in transactions.

Of the 87 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), Corient Private Wealth LLC ($72.96K), and Vestor Capital LLC ($69.76K).

Institutional investors have sold a total of 2,074,917 shares in the last 24 months. This volume of shares sold represents approximately $65.66M in transactions.


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This page (NYSEARCA:DFEV) was last updated on 5/25/2026 by MarketBeat.com Staff.
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