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Dimensional Emerging Markets Value ETF (DFEV) Institutional Ownership

$27.53
+0.08 (+0.29%)
(As of 11/1/2024 ET)

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

Number of
Institutional Buyers
(last 12 months)
96
Total
Institutional Inflows
(last 12 months)
$159.05M
Number of
Institutional Sellers
(last 12 months)
33
Total
Institutional Outflows
(last 12 months)
$23.00M
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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
11/2/2024Retirement Solution LLC208,381$5.94M1.4%-0.7%0.926%
10/29/2024 Opes Wealth Management LLC325,634$9.27M1.8%-0.2%1.447%
10/29/2024 Janney Montgomery Scott LLC468,382$13.33M0.0%+0.5%2.082%
10/29/2024 Chicago Partners Investment Group LLC81,780$2.27M0.1%+2.9%0.363%
10/29/2024 Farther Finance Advisors LLC33,376$950K0.0%+14,603.1%0.148%
10/29/2024 Oceanside Advisors LLC28,401$808K0.6%+3.0%0.126%
10/25/2024 JFS Wealth Advisors LLC25,715$732K0.0%+1,222.1%0.114%
10/25/2024 Edge Financial Advisors LLC70,155$2.00M1.8%N/A0.312%
10/25/2024 PBMares Wealth Management LLC158,999$4.53M0.9%+5.6%0.707%
10/24/2024 Gemmer Asset Management LLC7,539$215K0.0%-24.5%0.034%
10/24/2024 Family Investment Center Inc.399,608$11.37M2.9%+3.6%1.776%
10/24/2024 Fischer Investment Strategies LLC165,692$4.72M4.1%+159.8%0.736%
10/23/2024 Allworth Financial LP79,571$2.27M0.0%-2.1%0.354%
10/23/2024 Pettinga Financial Advisors LLC16,537$471K0.1%+55.2%0.073%
10/23/2024 Heritage Financial Services LLC148,672$4.23M0.6%-1.7%0.661%
10/23/2024 Index Fund Advisors Inc.285,127$8.12M0.4%+24.0%1.267%
10/22/2024 Lazari Capital Management Inc.14,147$403K0.2%-5.0%0.063%
10/22/2024 Maryland Capital Advisors Inc.97,511$2.78M1.3%+5.6%0.433%
10/22/2024 Sequoia Financial Advisors LLC83,358$2.37M0.0%+0.9%0.370%
10/21/2024 Mills Wealth Advisors LLC108,469$3.09M2.1%+7.2%0.482%
10/18/2024Lam Group Inc.74,245$2.11M1.5%-0.5%0.330%
10/18/2024Schubert & Co28,340$807K0.6%+116.1%0.126%
10/17/2024Cordant Inc.162,723$4.63M2.4%+16.0%0.723%
10/17/2024DiNuzzo Private Wealth Inc.214,813$6.11M0.8%+0.5%0.955%
10/16/2024 Sensible Money LLC582,486$16.58M7.2%+5.1%2.589%
10/16/2024 B.O.S.S. Retirement Advisors LLC14,677$418K0.1%+16.0%0.065%
10/16/2024 Firethorn Wealth Partners LLC14,000$398K0.2%-3.6%0.062%
10/16/2024 BOS Asset Management LLC18,212$518K0.2%+14.8%0.081%
10/16/2024 Verum Partners LLC90,879$2.59M0.8%-4.2%0.404%
10/16/2024 Asset Dedication LLC2,386,158$67.91M4.6%+4.1%10.605%
10/15/2024 von Borstel & Associates Inc.119,273$3.39M1.9%N/A0.530%
10/10/2024 Ritholtz Wealth Management965,240$27.47M0.8%+3.5%4.290%
10/9/2024 Moisand Fitzgerald Tamayo LLC18,467$526K0.1%+5.6%0.082%
10/9/2024 GEM Asset Management LLC7,414$216K0.1%N/A0.033%
10/9/2024 Unison Advisors LLC21,129$601K0.1%-7.0%0.094%
10/9/2024 Grunden Financial Advisory Inc.16,234$462K0.2%+2.3%0.072%
10/8/2024 Marquette Asset Management LLC637,053$18.13M2.9%+0.9%2.831%
10/8/2024 Boyce & Associates Wealth Consulting Inc.71,114$2.02M2.1%+4.4%0.316%
10/8/2024 White Wing Wealth Management65,172$1.86M1.4%-7.2%0.290%
10/8/2024 Evanson Asset Management LLC436,902$12.43M0.9%+7.1%1.942%
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10/8/2024 Versant Capital Management Inc24,343$693K0.2%+2,626.0%0.108%
10/4/2024 Breakwater Capital Group142,979$4.07M0.8%+1.7%0.635%
10/2/2024 Efficient Frontier Advisors LLC32,105$914K0.6%+108.9%0.143%
9/18/2024 Sensible Money LLC553,997$15.24M7.4%+17.7%2.462%
9/9/2024 Lazari Capital Management Inc.14,897$410K0.2%N/A0.066%
8/21/2024Truist Financial Corp139,366$3.83M0.0%+1.1%0.619%
8/16/2024NewEdge Advisors LLC111,586$3.07M0.0%+1.2%0.496%
8/14/2024Strata Wealth Advisors LLC28,397$781K0.3%+11.2%0.126%
8/14/2024American Investment Services Inc.9,976$274K0.0%-7.3%0.044%
8/14/2024Bank of Montreal Can47,576$1.31M0.0%-80.5%0.211%
8/14/2024 Fischer Investment Strategies LLC63,786$1.75M1.7%+290.8%0.283%
8/13/2024AE Wealth Management LLC195,928$5.39M0.1%+6.6%0.871%
8/12/2024Glass Jacobson Investment Advisors llc66,446$1.83M0.7%+4.5%0.295%
8/10/2024 DecisionPoint Financial LLC910$25K0.0%N/A0.004%
8/9/2024 Grunden Financial Advisory Inc.15,869$436K0.2%+20.3%0.071%
8/9/2024 Mills Wealth Advisors LLC101,208$2.78M2.0%+17.0%0.450%
8/8/2024Envestnet Asset Management Inc.145,500$4.00M0.0%+2.0%0.647%
8/6/2024 Asset Dedication LLC2,291,293$63.01M4.4%+6.0%10.184%
8/6/2024Gentry Private Wealth LLC14,455$398K0.3%N/A0.064%
8/6/2024Savant Capital LLC251,786$6.92M0.1%+157.7%1.119%
8/6/2024 Opes Wealth Management LLC326,356$8.98M1.9%-0.8%1.450%
8/2/2024 Index Fund Advisors Inc.229,878$6.32M0.4%+30.4%1.022%
8/2/2024Schwarz Dygos Wheeler Investment Advisors LLC69,584$1.91M0.5%+0.8%0.309%
8/2/2024Aveo Capital Partners LLC271,569$7.47M0.8%+1.1%1.207%
8/2/2024Tortoise Investment Management LLC57,166$1.57M0.2%+32.5%0.254%
8/1/2024 Mraz Amerine & Associates Inc.9,070$249K0.1%-4.2%0.040%
8/1/2024 White Wing Wealth Management70,198$1.93M1.5%+20.5%0.312%
8/1/2024 Ritholtz Wealth Management932,288$25.64M0.8%+0.9%4.144%
7/31/2024Commonwealth Equity Services LLC47,584$1.31M0.0%+3.0%0.211%
7/30/2024 Sterling Financial Planning Inc.133,783$3.68M1.5%+13.8%0.595%
7/30/2024 BOS Asset Management LLC15,870$436K0.2%+13.2%0.071%
7/30/2024DiNuzzo Private Wealth Inc.213,802$5.88M0.8%+1.0%0.950%
7/29/2024Rather & Kittrell Inc.17,603$484K0.1%+5.6%0.078%
7/27/2024 Rockwood Wealth Management LLC9,705$267K0.0%N/A0.043%
7/26/2024 Breakwater Capital Group140,522$3.86M0.9%+8.4%0.625%
7/26/2024Cordant Inc.140,250$3.86M2.2%+28.2%0.623%
7/26/2024 Oceanside Advisors LLC27,572$758K0.6%-4.0%0.123%
7/25/2024 Pettinga Financial Advisors LLC10,653$293K0.1%-11.6%0.047%
7/25/2024Tranquility Partners LLC14,758$406K0.2%+6.0%0.066%
7/25/2024Retirement Solution LLC209,896$5.77M1.6%+100.8%0.933%
7/23/2024 Heritage Financial Services LLC151,203$4.16M0.6%-15.0%0.672%
7/22/2024Atria Wealth Solutions Inc.33,012$908K0.0%-2.2%0.147%
7/22/2024 RCS Financial Planning LLC19,942$548K0.3%-49.7%0.089%
7/20/2024Raymond James Financial Services Advisors Inc.483,273$13.29M0.0%+11.5%2.148%
7/19/2024 Family Investment Center Inc.385,689$10.61M3.2%+447.9%1.714%
7/19/2024 Efficient Frontier Advisors LLC15,366$423K0.3%N/A0.068%
7/18/2024 Fiduciary Financial Group LLC12,300$348K0.1%N/A0.055%
7/16/2024 Financial Architects LLC239,090$6.58M4.5%+2.0%1.063%
7/16/2024 Gemmer Asset Management LLC9,980$274K0.0%N/A0.044%
7/16/2024 Sequoia Financial Advisors LLC82,650$2.27M0.0%+8.1%0.367%
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7/15/2024 Verum Partners LLC94,885$2.61M0.8%-1.5%0.422%
7/13/2024 Unison Advisors LLC22,720$625K0.1%-3.0%0.101%
7/13/2024 Evanson Asset Management LLC408,022$11.22M0.9%+8.1%1.813%
7/12/2024 Avondale Wealth Management2,000$55K0.0%-50.0%0.009%
7/11/2024 U.S. Capital Wealth Advisors LLC13,201$363K0.0%N/A0.059%
7/8/2024 Versant Capital Management Inc893$25K0.0%+83.7%0.004%
6/25/2024 Sensible Money LLC470,788$12.22M6.6%+13.3%2.092%
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%
5/9/2024Dorsey & Whitney Trust CO LLC21,719$564K0.0%+81.3%0.097%
(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, 125 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 ($67.91M), Ritholtz Wealth Management ($27.47M), True Wealth Design LLC ($18.66M), Marquette Asset Management LLC ($18.13M), Sensible Money LLC ($16.58M), 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 123 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: Heritage Financial Services LLC ($1.69M), Ritholtz Wealth Management ($933.16K), Asset Dedication LLC ($854.84K), Pathstone Family Office LLC ($853.29K), Marquette Asset Management LLC ($626.29K), Raymond James Financial Services Advisors Inc. ($483.27K), and Janney Montgomery Scott LLC ($468.73K).

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

Institutional investors have bought a total of 15,107,161 shares in the last 24 months. This purchase volume represents approximately $364.97M in transactions.

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

Of the 44 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), Bank of Montreal Can ($196.68K), Aveo Capital Partners LLC ($112.11K), Flow Traders U.S. LLC ($89.84K), 3D L Capital Management LLC ($64.10K), and Cardiff Park Advisors LLC ($52.80K).

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

Institutional investors have sold a total of 1,439,263 shares in the last 24 months. This volume of shares sold represents approximately $35.48M in transactions.



This page (NYSEARCA:DFEV) was last updated on 11/2/2024 by MarketBeat.com Staff
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