Skip to content
Disclosery

DFEV DIMENSIONAL ETF TRUST

Follow

EMERGING MKTS VA (fund)

287 managers (289 13F filers) reported a position in DFEV shares at 2026-06-30, 36,689,682 shares in all. 34 filers opened a position and 12 filers sold out during the quarter.

Managers
287
13F filers
289
New
34
Added
122
Reduced
90
Sold out
12
Shares held by filers
36,689,682

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP2,878,443$121M0.05%+823,24113F-HRTimelineGroup
Asset Dedication, LLC2,469,715$105M6.63%-83,32913F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT1,460,337$62.3M0.93%+35,90613F-HR/ATimeline
Root Financial Partners, LLC1,268,143$54.1M2.1%+1,121,49413F-HRTimeline
Vise Technologies, Inc.1,259,797$53.8M0.61%+1,059,29613F-HRTimeline
Savant Capital, LLC1,058,000$43.9M0.13%+893,99113F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,025,227$43.7M0.01%+37,41413F-HRTimelineGroup
HighTower Advisors, LLC978,026$41.7M0.04%+23,50213F-HRTimeline
B&D White Capital Company, LLC807,853$34.5M3.43%+220,14313F-HRTimeline
Beacon Pointe Advisors, LLC751,387$32.1M0.15%+145,55413F-HRTimeline
Sensible Money, LLC748,053$31.9M8.46%-10,77913F-HRTimeline
FMR LLCin group FMR LLC701,652$29.9M<0.01%-32,43813F-HRTimelineGroup
True Wealth Design, LLC694,242$29.6M7.05%-7,04713F-HRTimeline
Marquette Asset Management, LLC673,678$28.7M3.7%-2,33713F-HRTimeline
Family Investment Center, Inc.604,094$25.8M4.28%+34,61413F-HRTimeline
Janney Montgomery Scott LLC590,477$25.2M0.05%+10,73613F-HRTimeline
Evanson Financial, LLC579,631$24.7M1.21%13F-HRTimeline
NorthAvenue LLC538,310$23M16.45%-10,84013F-HRTimeline
Cambridge Financial Group, LLC505,917$21.6M6.8%-1,17113F-HRTimeline
Index Fund Advisors, Inc.501,178$21.4M0.85%+12,91213F-HRTimeline
EAGLE WEALTH STRATEGIES LLC483,697$20.6M7.89%-4,76713F-HRTimeline
Alesco Advisors, LLC, An ESL Co467,149$19.9M0.46%+19,32813F-HRTimeline
Strata Wealth Advisors, LLC455,010$19.4M4.73%+43,10013F-HRTimeline
Penserra Capital Management LLCin group Penserra Capital Management L…411,618$17.6M0.13%-83,38213F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA370,885$15.8M<0.01%+65,38213F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/347,527$14.8M<0.01%+210,21613F-HRTimelineGroup
EP Wealth Advisors, LLC341,314$14.6M0.06%+325,31913F-HRTimeline
Graves Light Lenhart Wealth, Inc.339,406$14.5M1.35%-6,19713F-HRTimeline
Guardian Wealth Management, LLC322,338$13.8M3.86%-24,12413F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…310,644$13.3M0.01%+304,82113F-HRTimelineGroup
AE Wealth Management LLC275,843$11.8M0.05%+60213F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC273,436$11.7M0.01%new13F-HRTimelineGroup
Financial Architects, LLC264,150$11.3M5.4%-3,93513F-HRTimeline
Blume Capital Management, Inc.261,152$11.1M1.65%-93313F-HRTimeline
SPWM Advisors LLC274,653$11M10.14%+2,20413F-HRTimeline
Betterment LLC236,809$10.1M0.02%+5,61413F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers234,966$10M0.01%+52,83413F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC229,792$9.8M0.01%+209,91413F-HRTimelineGroup
Vestmark Advisory Solutions, Inc.228,087$9.73M0.09%-14713F-HRTimeline
Freedom Investment Management, Inc.227,828$9.72M2.71%-29,60313F-HRTimeline
von Borstel & Associates, Inc.223,617$9.54M1.96%-8,13813F-HRTimeline
Cordant, Inc.208,986$8.92M3.21%-5313F-HRTimeline
Tortoise Investment Management, LLC199,815$8.53M0.64%-4,12313F-HRTimeline
Mills Wealth Advisors LLC195,432$8.34M2.63%+19,65213F-HRTimeline
DiNuzzo Private Wealth, Inc.192,576$8.22M0.81%-12,77913F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC187,074$7.98M<0.01%+19,98013F-HRTimelineGroup
Apella Capital, LLC190,445$7.82M0.11%+6,10613F-HRTimeline
VESTIA PERSONAL WEALTH ADVISORS367,532$7.72M3.01%+199,62113F-HRTimeline
Waverly Advisors, LLC178,657$7.62M0.04%-8,66713F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV176,860$7.55M0.01%+43,07413F-HR/ATimeline
Estate Counselors, LLC175,090$7.47M0.64%-8,38513F-HRTimeline
Sterling Financial Planning, Inc.173,234$7.39M2.01%-3,74613F-HRTimeline
United Wealth Management, LLC161,153$6.88M1.55%-1,27613F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC152,178$6.49M0.05%-6,17613F-HRTimeline
Breakwater Capital Group149,813$6.39M0.77%-4,48113F-HRTimeline
Timonier Family Office, LTD.148,895$6.35M1.79%13F-HRTimeline
SAX WEALTH ADVISORS, LLC176,662$6.32M0.26%+54,59013F-HRTimeline
Steward Partners Investment Advisory, L…145,847$6.22M0.03%+34,35713F-HRTimeline
Creative Planningin group Creative Planning143,196$6.11M<0.01%+3,25413F-HRTimelineGroup
Integrity Advisory Solutions, LLC142,291$6.07M0.62%+4,84913F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding139,004$5.93M+95,073Timeline
Versant Capital Management, Inc138,902$5.93M0.53%+60,40113F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP137,162$5.85M0.01%+15,59813F-HRTimelineGroup
Farther Finance Advisors, LLC131,189$5.6M0.04%+5,66513F-HRTimeline
MISSION WEALTH MANAGEMENT, LP127,114$5.42M0.07%new13F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.125,110$5.34M1.71%13F-HRTimeline
Integrated Wealth Concepts LLC121,736$5.19M0.03%+54,68413F-HRTimeline
McCartney Wealth Management LLC119,413$5.09M3.86%+2,67813F-HRTimeline
DRAVO BAY LLC119,393$5.09M1.76%+6,44313F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.116,550$4.97M0.01%+4,53613F-HRTimelineGroup
EQ WEALTH ADVISORS, LLC114,988$4.91M2.7%-1,87613F-HRTimeline
OneDigital Investment Advisors LLC111,781$4.77M0.04%+9,97913F-HRTimeline
United Asset Strategies, Inc.108,298$4.62M0.33%+39,95713F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP104,468$4.46M0.01%-7,67113F-HR/ATimelineGroup
INTEGRITY ALLIANCE, LLC.102,048$4.35M0.14%-8,90213F-HRTimeline
White Wing Wealth Management98,866$4.22M2.2%-2,49113F-HRTimeline
Composition Wealth, LLC98,525$4.2M0.05%-4,15513F-HRTimeline
Wealth Advisors Northwest LLC95,185$4.06M1.39%+2,93613F-HRTimeline
Chicago Partners Investment Group LLC99,932$4.05M0.08%+5,32013F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC92,673$3.95M0.01%-3,09213F-HRTimelineGroup
NewEdge Advisors, LLC89,928$3.84M0.01%+2,30713F-HRTimeline
Verum Partners LLC88,972$3.8M0.57%-313F-HRTimeline
Golden Bell Financial Planning LLC86,555$3.69M2.72%+1,26213F-HRTimeline
Astra Wealth Partners LLC86,449$3.69M2.05%-57913F-HRTimeline
Foundry Financial LLC83,616$3.57M1.2%+6,11013F-HRTimeline
Glass Jacobson Investment Advisors llc83,399$3.56M1.11%+2,37713F-HRTimeline
LAM GROUP, INC.82,260$3.51M1.74%013F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management78,500$3.35M0.03%+69,21513F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding73,518$3.14M+390Timeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.72,963$3.11M<0.01%+40,69413F-HRTimelineGroup
SCHWARZ DYGOS WHEELER INVESTMENT ADVISO…72,816$3.11M0.59%-1,89613F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC67,229$2.87M<0.01%+1,51413F-HRTimeline
Viaable, LLC67,231$2.79M2.32%13F-HRTimeline
Main Street Financial Solutions, LLC64,445$2.75M0.18%-3,66013F-HRTimeline
Sequoia Financial Advisors, LLC61,518$2.62M0.01%-13713F-HRTimeline
Parkshore Wealth Management, Inc.60,796$2.59M0.75%+11,23313F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP60,790$2.59M<0.01%new13F-HRTimelineGroup
ARK & TLK INVESTMENTS, LLC59,470$2.54M0.63%+4,03313F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO58,295$2.46M<0.01%+1,10913F-HRTimelineGroup
McGrath & Associates, Inc.56,926$2.43M3.16%+1,27713F-HRTimeline
Abel Hall, LLC56,567$2.41M0.42%+1,00413F-HRTimeline
MML INVESTORS SERVICES, LLC52,549$2.24M<0.01%-24,17113F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC52,533$2.24M<0.01%new13F-HRTimelineGroup
Squire Investment Management Company, L…52,422$2.24M0.54%new13F-HRTimeline
CARDIFF PARK ADVISORS, LLC51,814$2.21M0.17%+1,02413F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management50,534$2.16M0.07%+55313F-HRTimelineGroup
Vantage Point Financial LLC50,509$2.16M0.66%+2,14913F-HRTimeline
Tennessee Valley Asset Management Partn…49,033$2.09M0.23%new13F-HRTimeline
CSP Financial Group, LLC48,924$2.09M1.78%+5,60113F-HRTimeline
Corus Family Wealth Advisors47,074$2.01M1.38%+3,59513F-HRTimeline
Orion Porfolio Solutions, LLC47,025$2.01M0.02%+40213F-HRTimeline
PINNEY & SCOFIELD, INC.46,990$2M0.98%-10813F-HRTimeline
Applied Capital LLC45,977$1.96M0.63%-3,34913F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC45,942$1.96M0.01%+8,60013F-HRTimelineGroup
Triumph Capital Management45,375$1.94M0.35%+2,29913F-HRTimeline
Perigon Wealth Management, LLC43,169$1.84M0.03%+7113F-HRTimeline
Cambridge Investment Research Advisors,…42,693$1.82M<0.01%+14313F-HR/ATimeline
Boyce & Associates Wealth Consulting, I…42,639$1.82M1.26%+60213F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC40,544$1.73M0.01%+41313F-HRTimelineGroup
Matisse Capital39,760$1.7M0.68%013F-HRTimeline
Geneos Wealth Management Inc.39,130$1.67M0.03%+2713F-HRTimeline
Allworth Financial LP38,693$1.65M0.01%-35,19913F-HRTimeline
LPL Financial LLC38,492$1.64M<0.01%-2,32013F-HRTimeline
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC37,363$1.59M0.86%-1,76813F-HRTimeline
Acorn Wealth Advisors, LLC37,040$1.58M0.39%+5,38113F-HRTimeline
Three Arch Wealth Management LLC36,189$1.54M0.24%013F-HRTimeline
MONOGRAPH WEALTH ADVISORS, LLC34,685$1.48M0.12%013F-HRTimeline
Porter White Investment Advisors, Inc.33,979$1.45M0.56%+2,55313F-HRTimeline
Clark Asset Management, LLC33,803$1.44M0.11%-5,76013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC33,381$1.42M<0.01%+12,87813F-HRTimelineGroup
EnRich Financial Partners LLC32,776$1.4M0.33%-15,37813F-HRTimeline
Arax Advisory Partners31,962$1.36M0.01%+31,37913F-HRTimeline
Kane Co Wealth Management, Inc.31,497$1.34M1.02%-68213F-HRTimeline
Rather & Kittrell, Inc.30,900$1.32M0.18%-1,71213F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/29,921$1.28M<0.01%-3,66613F-HRTimelineGroup
Oceanside Advisors LLC29,217$1.25M0.63%-10413F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP28,812$1.23M0.02%013F-HRTimelineGroup
AA Financial Advisors, LLC26,948$1.15M0.14%-2,09413F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC26,799$1.14M<0.01%+20,14513F-HRTimelineGroup
Pettinga Financial Advisors LLC26,600$1.13M0.18%-10,12513F-HRTimeline
E6 Portfolios, LLC23,452$1M0.8%+3,31213F-HRTimeline
BOS Asset Management, LLC23,401$998K0.23%+36713F-HRTimeline
MATTERN CAPITAL MANAGEMENT, LLC22,817$974K0.11%+8,04013F-HRTimeline
Altiora Financial Group, LLC22,676$968K0.15%013F-HRTimeline
VESTOR CAPITAL, LLC1,017$951K0.06%-2,68313F-HRTimeline
Landing Point Financial Group, LLC22,011$939K0.32%+67413F-HRTimeline
Dorsey & Whitney Trust CO LLC21,719$927K0.05%013F-HRTimeline
Gibson Capital, LLC21,481$917K0.15%+313F-HRTimeline
Good Harbor Advisors, Inc.20,865$890K0.87%-22813F-HRTimeline
Alpha Advisors, LLC/VA20,780$887K0.67%+1,99113F-HRTimeline
Tandem Financial, LLC20,290$866K0.28%-72913F-HRTimeline
International Private Wealth Advisors L…20,120$858K0.44%+513F-HRTimeline
JFS WEALTH ADVISORS, LLC20,046$855K0.04%-28913F-HRTimeline
HANOVER ADVISORS INC17,850$762K0.27%-68013F-HRTimeline
Unison Advisors LLC17,843$761K0.05%-6113F-HRTimeline
Moisand Fitzgerald Tamayo, LLC17,787$759K0.07%+14613F-HRTimeline
Wealth Management Nebraskain group Wealth Management Nebraska17,561$749K0.07%+28413F-HRTimelineGroup
Family CFO Inc17,336$740K0.28%013F-HRTimeline
NCM Capital Management, LLC17,100$730K0.22%+1,15013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…16,858$719K0.02%-9,97213F-HRTimelineGroup
ATLas Financial Planning LLC16,829$718K0.58%013F-HRTimeline
Tranquility Partners, LLC16,651$710K0.24%+42813F-HRTimeline
Factor Wealth Management LTD16,044$685K0.1%+4213F-HRTimeline
DAVENPORT & Co LLC15,926$680K<0.01%new13F-HRTimeline
Opus Financial Solutions LLC15,367$656K0.53%+5,63813F-HRTimeline
Two West Capital Advisors LLC16,387$651K0.32%-1,06613F-HRTimeline
Sanctuary Advisors, LLC14,253$608K<0.01%+1,82813F-HRTimeline
Outbound Financial Inc14,090$601K0.39%new13F-HRTimeline
E-Wealth Partners, LLC14,000$597K0.43%013F-HRTimeline
SwitchPoint Financial Planning, LLC13,697$584K0.34%013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…13,640$573K<0.01%new13F-HRTimeline
Daner Wealth Management, LLC13,635$572K0.31%+1,81513F-HRTimeline
BDFS Capital LLC13,144$561K0.24%+2,53213F-HRTimeline
First Financial Group Corp12,970$553K0.4%-60013F-HRTimeline
Pacific Asset Management, LLC12,897$550K0.27%+7413F-HRTimeline
DRIVE WEALTH MANAGEMENT, LLC12,814$547K0.1%-49613F-HRTimeline
FISCHER INVESTMENT STRATEGIES, LLC12,801$546K0.26%+4,83913F-HRTimeline
Savvy Advisors, Inc.12,352$527K0.01%+4,48813F-HRTimeline
Triad Wealth Partners, LLC13,057$525K0.03%+2,09713F-HRTimeline
Mission Hills Financial Advisory, LLC12,232$522K0.23%new13F-HRTimeline
TBH Global Asset Management, LLC12,210$521K0.1%-9,01613F-HRTimeline
Entelevest, LLC12,037$514K0.45%+92913F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC11,873$507K0.06%-21713F-HRTimeline
CHOREO, LLC11,754$502K0.01%-53113F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN11,603$495K<0.01%+10,13313F-HRTimelineGroup
FIRETHORN WEALTH PARTNERS, LLC11,222$479K0.15%-42013F-HRTimeline
Approach Retirement Advisors, LLC11,109$474K0.34%-26813F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC11,085$473K<0.01%+23213F-HRTimeline
Mariner, LLCin group Mariner, LLC10,834$462K<0.01%-14413F-HRTimelineGroup
Rehmann Capital Advisory Group10,819$462K0.02%+5913F-HRTimeline
SIGNATUREFD, LLC10,777$460K0.01%-10513F-HRTimeline
Canvas Wealth Advisors, LLC10,650$454K0.06%+1,53613F-HRTimeline
Merit Financial Group, LLC10,220$436K<0.01%-1,39613F-HR/ATimeline
Foundation Wealth Management, LLC\PA10,101$431K0.13%-4,85313F-HRTimeline
World Investment Advisors12,021$430K0.01%013F-HRTimeline
Rockwood Wealth Management, LLC9,818$419K0.03%013F-HRTimeline
SUTTON PLACE INVESTORS LLC9,695$414K0.2%-1,15213F-HRTimeline
Nuveen, LLCin group TIAA9,482$405K<0.01%new13F-HRTimelineGroup
Cetera Investment Advisers9,099$388K<0.01%-2613F-HRTimeline
Mraz, Amerine & Associates, Inc.9,070$387K0.06%013F-HRTimeline