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Dimensional Emerging Markets Value ETF (DFEV) Institutional Ownership

Dimensional Emerging Markets Value ETF logo
$26.39 +0.20 (+0.76%)
As of 04:10 PM Eastern

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

Number of
Institutional Buyers
(last 12 months)
94
Total
Institutional Inflows
(last 12 months)
$164.44M
Number of
Institutional Sellers
(last 12 months)
36
Total
Institutional Outflows
(last 12 months)
$21.23M
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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
1/21/2025Firethorn Wealth Partners LLC13,243$347K0.2%-5.4%0.059%
1/17/2025 Edge Financial Advisors LLC68,215$1.79M1.6%-2.8%0.303%
1/17/2025 Janney Montgomery Scott LLC465,726$12.21M0.0%-0.6%2.070%
1/17/2025 Verum Partners LLC90,258$2.37M0.7%-0.7%0.401%
1/16/2025 Lam Group Inc.85,335$2.24M1.6%+14.9%0.379%
1/16/2025 Evanson Asset Management LLC466,999$12.24M0.9%+6.9%2.076%
1/15/2025 Sax Wealth Advisors LLC44,595$1.17M0.1%N/A0.198%
1/15/2025 Wealthcare Advisory Partners LLC9,360$245K0.0%-20.7%0.042%
1/15/2025 Ritholtz Wealth Management1,017,684$26.67M0.8%+5.4%4.523%
1/15/2025 Cordant Inc.172,635$4.53M2.4%+6.1%0.767%
1/14/2025 Marquette Asset Management LLC643,137$16.86M2.8%+1.0%2.858%
1/14/2025 Park Avenue Securities LLC9,033$237K0.0%N/A0.040%
1/14/2025 Breakwater Capital Group150,034$3.93M0.8%+4.9%0.667%
1/14/2025 Graves Light Lenhart Wealth Inc.300,108$7.87M1.0%+1.7%1.334%
1/13/2025 Boyce & Associates Wealth Consulting Inc.80,851$2.12M2.1%+13.7%0.359%
1/3/2025 Versant Capital Management Inc29,834$782K0.2%+22.6%0.133%
12/26/2024JPMorgan Chase & Co.53,552$1.52M0.0%-2.5%0.238%
11/15/2024Abel Hall LLC51,630$1.47M1.0%-3.0%0.229%
11/15/2024Glass Jacobson Investment Advisors llc70,754$2.01M0.7%+6.5%0.314%
11/15/2024Jane Street Group LLC210,749$6.00M0.0%-45.0%0.937%
11/15/2024HighTower Advisors LLC988,144$28.12M0.0%+3,462.5%4.392%
11/15/2024True Wealth Design LLC786,462$22.38M8.7%+2.5%3.495%
11/14/2024NCM Capital Management LLC10,400$296K0.1%N/A0.046%
11/14/2024Flow Traders U.S. LLC24,835$707K0.0%-77.3%0.110%
11/13/2024Freedom Investment Management Inc.431,524$12.28M1.0%+2.7%1.918%
11/13/2024Gentry Private Wealth LLC14,890$424K0.3%+3.0%0.066%
11/12/2024Alesco Advisors LLC236,698$6.74M0.2%+20.6%1.052%
11/12/2024Nwam LLC7,296$208K0.0%N/A0.032%
11/7/2024Tranquility Partners LLC16,548$471K0.2%+12.1%0.074%
11/7/2024Pathstone Holdings LLC134,925$3.84M0.0%+7.4%0.600%
11/7/2024Phillips Financial Management LLC4,961$141K0.0%+17.9%0.022%
11/6/2024OneDigital Investment Advisors LLC98,722$2.81M0.0%-1.2%0.439%
11/5/2024Vestia Personal Wealth Advisors54,582$1.55M1.3%+10.1%0.243%
11/4/2024TRU Independence Asset Management 2 LLC7,114$202K0.2%N/A0.032%
11/2/2024Retirement Solution LLC208,381$5.94M1.4%-0.7%0.926%
10/29/2024Opes 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%
10/29/2024Chicago Partners Investment Group LLC81,780$2.27M0.1%+2.9%0.363%
10/29/2024Farther Finance Advisors LLC33,376$950K0.0%+14,603.1%0.148%
10/29/2024Oceanside Advisors LLC28,401$808K0.6%+3.0%0.126%
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10/25/2024JFS 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%
10/25/2024PBMares 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%
10/24/2024Family Investment Center Inc.399,608$11.37M2.9%+3.6%1.776%
10/24/2024Fischer Investment Strategies LLC165,692$4.72M4.1%+159.8%0.736%
10/23/2024Allworth Financial LP79,571$2.27M0.0%-2.1%0.354%
10/23/2024Pettinga Financial Advisors LLC16,537$471K0.1%+55.2%0.073%
10/23/2024Heritage Financial Services LLC148,672$4.23M0.6%-1.7%0.661%
10/23/2024Index Fund Advisors Inc.285,127$8.12M0.4%+24.0%1.267%
10/22/2024Lazari Capital Management Inc.14,147$403K0.2%-5.0%0.063%
10/22/2024Maryland Capital Advisors Inc.97,511$2.78M1.3%+5.6%0.433%
10/22/2024Sequoia Financial Advisors LLC83,358$2.37M0.0%+0.9%0.370%
10/21/2024Mills Wealth Advisors LLC108,469$3.09M2.1%+7.2%0.482%
10/18/2024 Lam Group Inc.74,245$2.11M1.5%-0.5%0.330%
10/18/2024Schubert & Co28,340$807K0.6%+116.1%0.126%
10/17/2024 Cordant 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%
10/16/2024Sensible Money LLC582,486$16.58M7.2%+5.1%2.589%
10/16/2024B.O.S.S. Retirement Advisors LLC14,677$418K0.1%+16.0%0.065%
10/16/2024Firethorn Wealth Partners LLC14,000$398K0.2%-3.6%0.062%
10/16/2024BOS Asset Management LLC18,212$518K0.2%+14.8%0.081%
10/16/2024 Verum Partners LLC90,879$2.59M0.8%-4.2%0.404%
10/16/2024Asset Dedication LLC2,386,158$67.91M4.6%+4.1%10.605%
10/15/2024von 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%
10/9/2024Moisand Fitzgerald Tamayo LLC18,467$526K0.1%+5.6%0.082%
10/9/2024GEM Asset Management LLC7,414$216K0.1%N/A0.033%
10/9/2024Unison Advisors LLC21,129$601K0.1%-7.0%0.094%
10/9/2024Grunden 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%
10/8/2024White 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%
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%
10/2/2024Efficient Frontier Advisors LLC32,105$914K0.6%+108.9%0.143%
9/18/2024Sensible Money LLC553,997$15.24M7.4%+17.7%2.462%
9/9/2024Lazari 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%
8/14/2024Fischer 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%
8/10/2024DecisionPoint Financial LLC910$25K0.0%N/A0.004%
8/9/2024Grunden Financial Advisory Inc.15,869$436K0.2%+20.3%0.071%
8/9/2024Mills Wealth Advisors LLC101,208$2.78M2.0%+17.0%0.450%
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8/8/2024Envestnet Asset Management Inc.145,500$4.00M0.0%+2.0%0.647%
8/6/2024Asset 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%
8/6/2024Opes Wealth Management LLC326,356$8.98M1.9%-0.8%1.450%
8/2/2024Index 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%
8/1/2024Mraz Amerine & Associates Inc.9,070$249K0.1%-4.2%0.040%
(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, 135 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), HighTower Advisors LLC ($28.12M), Ritholtz Wealth Management ($26.67M), True Wealth Design LLC ($22.38M), Marquette Asset Management LLC ($16.86M), and Sensible Money LLC ($16.58M).Learn more on DFEV's institutional investors.

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

Of the 126 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), HighTower Advisors LLC ($960.41K), Pathstone Family Office LLC ($853.29K), Marquette Asset Management LLC ($632.37K), Asset Dedication LLC ($627.32K), 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 14,902,502 shares in the last 24 months. This purchase volume represents approximately $368.11M in transactions.

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

Of the 47 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), Flow Traders U.S. LLC ($174.64K), Jane Street Group LLC ($172.36K), Aveo Capital Partners LLC ($112.11K), and 3D L Capital Management LLC ($64.10K).

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

Institutional investors have sold a total of 1,653,278 shares in the last 24 months. This volume of shares sold represents approximately $41.99M in transactions.



This page (NYSEARCA:DFEV) was last updated on 1/21/2025 by MarketBeat.com Staff
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