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Dimensional Emerging Markets Value ETF (DFEV) Institutional Ownership

Dimensional Emerging Markets Value ETF logo
$27.55 -0.16 (-0.58%)
As of 02/21/2025 04:10 PM Eastern

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

Number of
Institutional Buyers
(last 12 months)
128
Total
Institutional Inflows
(last 12 months)
$256.60M
Number of
Institutional Sellers
(last 12 months)
45
Total
Institutional Outflows
(last 12 months)
$22.88M
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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
2/20/2025 Forum Financial Management LP32,308$847K0.0%+282.8%0.144%
2/19/2025 Pinney & Scofield Inc.40,835$1.07M0.8%N/A0.181%
2/18/2025 Pettinga Financial Advisors LLC13,137$344K0.1%-20.6%0.058%
2/18/2025 CSS LLC IL23,460$615K0.0%+9.3%0.104%
2/18/2025 NCM Capital Management LLC12,200$320K0.1%+17.3%0.054%
2/17/2025 Waverly Advisors LLC199,104$5.22M0.1%-3.8%0.885%
2/17/2025 True Wealth Design LLC807,512$21.17M8.2%+2.7%3.589%
2/17/2025 Lionshead Wealth Management LLC9,960$261K0.2%N/A0.044%
2/17/2025 Focus Partners Wealth13,670$359K0.0%+3.0%0.061%
2/17/2025 EP Wealth Advisors LLC94,729$2.48M0.0%N/A0.421%
2/17/2025 Citadel Advisors LLC15,204$398K0.0%N/A0.068%
2/17/2025 Cardiff Park Advisors LLC44,091$1.16M0.1%+8.3%0.196%
2/17/2025 Bank of America Corp DE51,555$1.35M0.0%+14.2%0.229%
2/14/2025 Jane Street Group LLC346,817$9.09M0.0%+64.6%1.541%
2/14/2025 Beacon Pointe Advisors LLC628,445$16.47M0.2%-0.6%2.793%
2/14/2025 Betterment LLC127,388$3.34M0.0%+19.4%0.566%
2/14/2025 OneDigital Investment Advisors LLC90,230$2.37M0.0%-8.6%0.401%
2/14/2025 Landing Point Financial Group LLC9,330$251K0.2%N/A0.041%
2/14/2025 Forum Financial Management LP32,308$847K0.0%+282.8%0.144%
2/14/2025 Freedom Investment Management Inc.429,399$11.26M0.9%-0.5%1.908%
2/14/2025 GeoWealth Management LLC6,998$183K0.0%+53.0%0.031%
2/13/2025 NewEdge Advisors LLC164,639$4.32M0.0%-5.4%0.732%
2/13/2025 Rather & Kittrell Inc.18,500$485K0.1%+4.5%0.082%
2/13/2025 Main Street Financial Solutions LLC25,319$664K0.1%N/A0.113%
2/13/2025 Glass Jacobson Investment Advisors llc75,921$1.99M0.7%+7.3%0.337%
2/13/2025 EnRich Financial Partners LLC52,621$1.38M0.5%-1.0%0.234%
2/13/2025 Raymond James Financial Inc.769,651$20.17M0.0%N/A3.421%
2/13/2025 Bank of Montreal Can44,871$1.18M0.0%-1.3%0.199%
2/13/2025 Envestnet Asset Management Inc.151,743$3.98M0.0%+4.3%0.674%
2/12/2025 Astra Wealth Partners LLC80,237$2.10M2.0%N/A0.357%
2/12/2025 O Shaughnessy Asset Management LLC4,281$112K0.0%-12.9%0.019%
2/12/2025 JPMorgan Chase & Co.56,820$1.49M0.0%+6.1%0.253%
2/12/2025 Foundation Wealth Management LLC PA45,403$1.19M0.6%N/A0.202%
2/12/2025 SwitchPoint Financial Planning LLC13,697$359K0.3%N/A0.061%
2/11/2025 Clune & Associates LTD.12,404$325K0.1%N/A0.055%
2/11/2025 LPL Financial LLC22,412$587K0.0%+57.8%0.100%
2/11/2025 von Borstel & Associates Inc.187,956$4.93M1.9%+57.6%0.835%
2/11/2025 Millstone Evans Group LLC1,731$45K0.0%N/A0.008%
2/10/2025 United Wealth Management LLC124,195$3.26M1.1%N/A0.552%
2/10/2025 Corient Private Wealth LLC128,538$3.37M0.0%+7.1%0.571%
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2/10/2025 Envestnet Portfolio Solutions Inc.7,905$207K0.0%N/A0.035%
2/10/2025 Blume Capital Management Inc.241,353$6.33M1.4%+2.8%1.073%
2/10/2025 Commonwealth Equity Services LLC48,971$1.28M0.0%+2.8%0.218%
2/10/2025 Farther Finance Advisors LLC46,995$1.23M0.0%+40.8%0.209%
2/7/2025 Sequoia Financial Advisors LLC79,375$2.08M0.0%-4.8%0.353%
2/7/2025 HighTower Advisors LLC915,529$24.00M0.0%-7.3%4.069%
2/7/2025 Tortoise Investment Management LLC135,340$3.55M0.4%+18.9%0.602%
2/7/2025 Schwarz Dygos Wheeler Investment Advisors LLC76,776$2.01M0.5%+0.5%0.341%
2/7/2025 Retirement Solution LLC207,694$5.44M1.4%-0.3%0.923%
2/6/2025 Vestmark Advisory Solutions Inc.184,054$4.82M0.2%+12.6%0.818%
2/6/2025 Raymond James Financial Inc.769,651$20.17M0.0%N/A3.421%
2/6/2025 Smithfield Trust Co1,996$53K0.0%N/A0.009%
2/6/2025 Dravo Bay LLC102,837$2.70M1.3%+8.7%0.457%
2/6/2025 Exencial Wealth Advisors LLC441,801$11.58M0.4%+6.4%1.964%
2/6/2025 Steward Partners Investment Advisory LLC74,017$1.94M0.0%+1.8%0.329%
2/6/2025 Gentry Private Wealth LLC12,861$337K1.4%-13.6%0.057%
2/6/2025 Alesco Advisors LLC258,073$6.76M0.2%+9.0%1.147%
2/6/2025 Jones Financial Companies Lllp262,219$6.87M0.0%+554.8%1.165%
2/5/2025 Mills Wealth Advisors LLC115,266$3.02M1.7%+6.3%0.512%
2/5/2025 McGrath & Associates Inc.65,356$1.71M3.5%N/A0.290%
2/4/2025 Daner Wealth Management LLC11,930$318K0.2%N/A0.053%
2/4/2025 Acorn Wealth Advisors LLC8,357$219K0.1%N/A0.037%
2/4/2025 Golden Bell Financial Planning LLC49,717$1.30M1.3%N/A0.221%
2/3/2025 Wealth Management Nebraska18,594$487K0.1%N/A0.083%
2/3/2025 Timonier Family Office LTD.105,806$2.77M1.4%N/A0.470%
2/3/2025 White Wing Wealth Management66,674$1.75M1.3%+2.3%0.296%
2/3/2025 Sterling Financial Planning Inc.154,639$4.05M1.5%+1.6%0.687%
2/3/2025 Strata Wealth Advisors LLC36,891$967K0.3%+8.3%0.164%
1/31/2025 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors1,004,422$25.96M0.9%N/A4.464%
1/31/2025 Truist Financial Corp252,065$6.61M0.0%+79.9%1.120%
1/31/2025 JFS Wealth Advisors LLC25,335$664K0.0%-1.5%0.113%
1/30/2025 Opes Wealth Management LLC337,665$8.85M1.8%+3.7%1.501%
1/30/2025 Allworth Financial LP77,286$2.04M0.0%-2.9%0.343%
1/30/2025 Aveo Capital Partners LLC253,025$6.63M0.7%-8.7%1.125%
1/30/2025 Family CFO Inc3,030$79K0.0%+20.4%0.013%
1/30/2025 Maryland Capital Advisors Inc.109,377$2.87M1.3%+12.2%0.486%
1/30/2025 Root Financial Partners LLC414,055$10.85M1.3%+53.1%1.840%
1/29/2025 Tranquility Partners LLC15,374$403K0.2%-7.1%0.068%
1/29/2025 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors1,004,422$25.96M1.2%N/A4.464%
1/29/2025 Wealth Advisors Northwest LLC80,077$2.10M1.4%N/A0.356%
1/29/2025 Index Fund Advisors Inc.311,118$8.15M0.4%+9.1%1.383%
1/29/2025 Oceanside Advisors LLC32,418$850K0.6%+14.1%0.144%
1/29/2025 Wingate Wealth Advisors Inc.8,593$225K0.2%N/A0.038%
1/29/2025 Sensible Money LLC597,435$15.66M6.9%+2.6%2.655%
1/29/2025 Savant Capital LLC179,758$4.71M0.0%-23.3%0.799%
1/27/2025 Financial Architects LLC248,045$6.50M4.2%+3.7%1.102%
1/27/2025 Vestia Personal Wealth Advisors70,721$1.85M1.4%+29.6%0.314%
1/24/2025 Grunden Financial Advisory Inc.24,780$649K0.3%+52.6%0.110%
1/24/2025 Matisse Capital39,760$1.04M0.5%-1.5%0.177%
1/24/2025 Vantage Point Financial LLC35,688$935K0.5%N/A0.159%
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1/24/2025 EQ Wealth Advisors LLC55,814$1.46M1.3%N/A0.248%
1/24/2025 Lazari Capital Management Inc.9,152$240K0.1%-35.3%0.041%
1/24/2025 Family Investment Center Inc.364,448$9.55M2.4%-8.8%1.620%
1/24/2025 Sutton Place Investors LLC8,656$227K0.1%N/A0.038%
1/24/2025 U.S. Capital Wealth Advisors LLC28,117$737K0.0%+34.4%0.125%
1/24/2025 Spire Wealth Management43,717$1.15M0.0%N/A0.194%
1/24/2025 PBMares Wealth Management LLC171,173$4.49M0.9%+7.7%0.761%
1/24/2025 Chicago Partners Investment Group LLC84,049$2.20M0.1%+2.8%0.374%
1/23/2025 Heritage Financial Services LLC127,328$3.34M0.4%-14.4%0.566%
1/23/2025 Abel Hall LLC55,235$1.45M0.9%+7.0%0.245%
(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, 174 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 ($65.07M), Ritholtz Wealth Management ($26.67M), C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors ($25.96M), HighTower Advisors LLC ($24.00M), True Wealth Design LLC ($21.17M), and Raymond James Financial Inc. ($20.17M).Learn more on DFEV's institutional investors.

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

Of the 162 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: C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors ($2.01M), Raymond James Financial Inc. ($1.54M), HighTower Advisors LLC ($960.41K), Asset Dedication LLC ($723.95K), Marquette Asset Management LLC ($632.37K), Raymond James Financial Services Advisors Inc. ($483.27K), and True Wealth Design LLC ($461.68K).

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

Institutional investors have bought a total of 16,722,112 shares in the last 24 months. This purchase volume represents approximately $429.92M in transactions.

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

Of the 60 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 ($197.29K), Flow Traders U.S. LLC ($174.64K), Jane Street Group LLC ($172.36K), Aveo Capital Partners LLC ($136.16K), and HighTower Advisors LLC ($72.62K).

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

Institutional investors have sold a total of 1,843,084 shares in the last 24 months. This volume of shares sold represents approximately $47.22M in transactions.



This page (NYSEARCA:DFEV) was last updated on 2/22/2025 by MarketBeat.com Staff
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