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Disclosery

DFEV DIMENSIONAL ETF TRUST

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EMERGING MKTS VA (fund)

181 managers (182 13F filers) reported a position in DFEV shares at 2024-12-31, 20,746,245 shares in all. 20 filers opened a position and 14 filers sold out during the quarter.

Managers
181
13F filers
182
New
20
Added
81
Reduced
35
Sold out
14
Shares held by filers
20,746,245

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Asset Dedication, LLC2,482,787$65.1M5.12%+96,62913F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT1,017,684$26.7M0.78%+52,44413F-HRTimeline
HighTower Advisors, LLC915,529$24M0.03%-72,61513F-HRTimeline
True Wealth Design, LLC807,512$21.2M8.21%+21,05013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC769,651$20.2M0.01%13F-HR/ATimelineGroup
Marquette Asset Management, LLC643,137$16.9M2.75%+6,08413F-HRTimeline
Beacon Pointe Advisors, LLC628,445$16.5M0.18%-3,97713F-HRTimeline
Sensible Money, LLC597,435$15.7M6.86%+14,94913F-HRTimeline
Cambridge Financial Group, LLC472,342$12.4M5.29%+8,60213F-HRTimeline
Evanson Asset Management, LLC466,999$12.2M0.84%+30,09713F-HRTimeline
Janney Montgomery Scott LLC465,726$12.2M0.03%-2,65613F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC441,801$11.6M0.43%+26,54813F-HRTimeline
Freedom Investment Management, Inc.429,399$11.3M0.94%-2,12513F-HRTimeline
Root Financial Partners, LLC414,055$10.9M1.35%+143,56913F-HRTimeline
Family Investment Center, Inc.364,448$9.55M2.42%-35,16013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC346,817$9.09M0.01%+136,06813F-HRTimelineGroup
Opes Wealth Management LLC337,665$8.85M1.81%+12,03113F-HRTimeline
Index Fund Advisors, Inc.311,118$8.15M0.44%+25,99113F-HRTimeline
Graves Light Lenhart Wealth, Inc.300,108$7.87M0.98%+5,02913F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP262,219$6.87M0.01%+222,17113F-HRTimelineGroup
Alesco Advisors, LLC, An ESL Co258,073$6.76M0.21%+21,37513F-HRTimeline
Aveo Capital Partners, LLC253,025$6.63M0.73%-24,04913F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP252,065$6.61M0.01%+111,91413F-HRTimelineGroup
Financial Architects, LLC248,045$6.5M4.17%+8,83013F-HRTimeline
AE Wealth Management LLC244,593$6.41M0.05%+28,21713F-HRTimeline
Blume Capital Management, Inc.241,353$6.33M1.42%+6,51913F-HRTimeline
DiNuzzo Private Wealth, Inc.217,175$5.69M0.72%+2,36213F-HRTimeline
Retirement Solution LLC207,694$5.44M1.43%-68713F-HRTimeline
Waverly Advisors, LLC199,104$5.22M0.08%-7,82513F-HRTimeline
von Borstel & Associates, Inc.187,956$4.93M1.93%+68,68313F-HRTimeline
Vestmark Advisory Solutions, Inc.184,054$4.82M0.17%+20,66513F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC179,758$4.71M0.04%-54,51813F-HRTimelineGroup
Cordant, Inc.172,635$4.52M2.38%+9,91213F-HRTimeline
PBMares Wealth Management LLC171,173$4.49M0.92%+12,17413F-HRTimeline
NewEdge Advisors, LLC164,639$4.32M0.03%-9,42513F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding159,648$4.18M+14,182Timeline
Sterling Financial Planning, Inc.154,639$4.05M1.49%+2,38613F-HRTimeline
Breakwater Capital Group150,034$3.93M0.78%+7,05513F-HRTimeline
Tortoise Investment Management, LLC135,340$3.55M0.37%+21,48213F-HR/ATimeline
Corient Private Wealth LPin group Corient Private Wealth LP128,538$3.37M0.01%+8,56513F-HRTimelineGroup
Betterment LLC127,388$3.34M0.01%+20,68713F-HRTimeline
Heritage Financial Services, LLC127,328$3.34M0.44%-21,34413F-HRTimeline
United Wealth Management, LLC124,195$3.26M1.1%13F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC119,089$3.12M0.01%-15,83613F-HRTimelineGroup
Mills Wealth Advisors LLC115,266$3.02M1.72%+6,79713F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.109,377$2.87M1.33%+11,86613F-HRTimeline
Timonier Family Office, LTD.105,806$2.77M1.42%13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
DRAVO BAY LLC102,837$2.7M1.31%+8,25013F-HRTimeline
EP Wealth Advisors, LLC94,729$2.48M0.02%new13F-HRTimeline
Verum Partners LLC90,258$2.37M0.68%-62113F-HRTimeline
OneDigital Investment Advisors LLC90,230$2.36M0.03%-8,49213F-HRTimeline
LAM GROUP, INC.85,335$2.24M1.59%+11,09013F-HRTimeline
Chicago Partners Investment Group LLC84,049$2.2M0.07%+2,26913F-HRTimeline
Boyce & Associates Wealth Consulting, I…80,851$2.12M2.14%+9,73713F-HRTimeline
Astra Wealth Partners LLC80,237$2.1M1.98%13F-HRTimeline
Wealth Advisors Northwest LLC80,077$2.1M1.43%13F-HRTimeline
Sequoia Financial Advisors, LLC79,375$2.08M0.02%-3,98313F-HR/ATimeline
Allworth Financial LP77,286$2.04M0.01%-2,28513F-HRTimeline
Blue Oak Capital, LLC77,710$2.04M1.24%13F-HRTimeline
SCHWARZ DYGOS WHEELER INVESTMENT ADVISO…76,776$2.01M0.5%+39413F-HRTimeline
Glass Jacobson Investment Advisors llc75,921$1.99M0.65%+5,16713F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Steward Partners Investment Advisory, L…74,017$1.94M0.02%+1,27713F-HRTimeline
VESTIA PERSONAL WEALTH ADVISORS70,721$1.85M1.53%+16,13913F-HRTimeline
Edge Financial Advisors LLC68,215$1.79M1.6%-1,94013F-HRTimeline
White Wing Wealth Management66,674$1.75M1.3%+1,50213F-HRTimeline
McGrath & Associates, Inc.65,356$1.71M3.46%13F-HRTimeline
Applied Capital LLC60,601$1.59M0.82%+2,86513F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO56,820$1.49M<0.01%+3,26813F-HRTimelineGroup
EQ WEALTH ADVISORS, LLC55,814$1.46M1.41%13F-HRTimeline
Abel Hall, LLC55,235$1.45M0.92%+3,60513F-HRTimeline
EnRich Financial Partners LLC52,621$1.38M0.46%-51913F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/51,555$1.35M<0.01%+6,39513F-HRTimelineGroup
Golden Bell Financial Planning LLC49,717$1.3M1.31%13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC48,971$1.28M<0.01%+1,33913F-HRTimeline
Farther Finance Advisors, LLC46,995$1.23M0.04%+13,61913F-HRTimeline
Foundation Wealth Management, LLC\PA45,403$1.19M0.58%13F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/44,871$1.18M<0.01%-61313F-HRTimelineGroup
SAX WEALTH ADVISORS, LLC44,595$1.17M0.09%new13F-HRTimeline
CARDIFF PARK ADVISORS, LLC44,091$1.16M0.11%+3,38513F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management43,717$1.15M0.04%new13F-HRTimelineGroup
PINNEY & SCOFIELD, INC.40,835$1.07M0.81%13F-HRTimeline
Matisse Capital39,760$1.04M0.53%-60013F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC38,987$1.02M0.01%+9,90313F-HRTimelineGroup
Strata Wealth Advisors, LLC36,891$967K0.3%+2,82013F-HRTimeline
Vantage Point Financial LLC35,688$935K0.5%13F-HRTimeline
Porter White Investment Advisors, Inc.35,032$918K0.47%+1,21013F-HRTimeline
MONOGRAPH WEALTH ADVISORS, LLC34,685$909K0.12%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.32,506$852K<0.01%+1,55713F-HR/ATimelineGroup
Oceanside Advisors LLC32,418$850K0.63%+4,01713F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP32,308$847K0.01%+23,86913F-HR/ATimelineGroup
Efficient Frontier Advisors LLC32,105$841K0.56%013F-HRTimeline
Gibson Capital, LLC31,982$838K0.17%013F-HRTimeline
Versant Capital Management, Inc29,834$782K0.17%+5,49113F-HRTimeline
Corus Family Wealth Advisors28,315$742K0.5%-2513F-HRTimeline
U.S. Capital Wealth Advisors, LLC28,117$737K0.02%+7,19313F-HRTimeline
JFS WEALTH ADVISORS, LLC25,335$664K0.05%-38013F-HRTimeline
Main Street Financial Solutions, LLC25,319$664K0.07%new13F-HRTimeline
Grunden Financial Advisory, Inc.24,780$649K0.31%+8,54613F-HRTimeline
CSS LLC/IL23,460$615K0.04%+2,00013F-HRTimeline
Altiora Financial Group, LLC22,676$594K0.13%013F-HRTimeline
LPL Financial LLC22,412$587K<0.01%+8,21213F-HRTimeline
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC22,113$580K0.48%+14,99913F-HRTimeline
Dorsey & Whitney Trust CO LLC21,719$569K0.03%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA21,329$559K<0.01%+15,30813F-HRTimelineGroup
Unison Advisors LLC21,024$551K0.07%-10513F-HRTimeline
Wealth Management Nebraskain group Wealth Management Nebraska18,594$487K0.08%13F-HRTimelineGroup
Moisand Fitzgerald Tamayo, LLC18,534$486K0.07%+6713F-HRTimeline
Rather & Kittrell, Inc.18,500$485K0.11%+79713F-HRTimeline
BOS Asset Management, LLC18,367$481K0.17%+15513F-HRTimeline
RCS Financial Planning, LLC18,122$475K0.25%-1,51813F-HRTimeline
HANOVER ADVISORS INC17,989$471K0.2%-21813F-HRTimeline
Tranquility Partners, LLC15,374$403K0.15%-1,17413F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC15,204$398K<0.01%new13F-HRTimelineGroup
Two West Capital Advisors LLC15,118$396K0.34%+1,22813F-HRTimeline
Heritage Wealth Management, Inc./Texas14,462$379K0.22%+9813F-HRTimeline
Perigon Wealth Management, LLC14,593$379K0.01%new13F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth13,715$359K<0.01%+44513F-HR/ATimelineGroup
SwitchPoint Financial Planning, LLC13,697$359K0.34%13F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC13,243$347K0.17%-75713F-HRTimeline
Pettinga Financial Advisors LLC13,137$344K0.08%-3,40013F-HRTimeline
GENTRY PRIVATE WEALTH, LLC12,861$337K1.4%-2,02913F-HRTimeline
Factor Wealth Management LTD12,404$325K0.11%13F-HRTimeline
NCM Capital Management, LLC12,200$320K0.14%+1,80013F-HRTimeline
Daner Wealth Management, LLC11,930$318K0.23%13F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC12,184$311K0.07%-19713F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.11,584$304K<0.01%new13F-HRTimelineGroup
American Investment Services, Inc.10,224$268K0.05%-18013F-HR/ATimeline
Rehmann Capital Advisory Group10,074$264K0.02%+24613F-HRTimeline
Lionshead Wealth Management, LLC9,960$261K0.19%13F-HRTimeline
Cambridge Investment Research Advisors,…9,894$259K<0.01%-8,23313F-HRTimeline
Rockwood Wealth Management, LLC9,818$258K0.03%+4313F-HRTimeline
Pacific Asset Management, LLC9,664$253K0.24%13F-HRTimeline
Integrated Wealth Concepts LLC9,641$253K<0.01%+7213F-HRTimeline
Landing Point Financial Group, LLC9,330$251K0.19%13F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …9,360$245K0.01%-2,44213F-HRTimelineGroup
LAZARI CAPITAL MANAGEMENT, INC.9,152$240K0.1%-4,99513F-HRTimeline
Mraz, Amerine & Associates, Inc.9,070$238K0.04%013F-HR/ATimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC9,033$237K<0.01%new13F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…8,948$235K<0.01%new13F-HR/ATimeline
SUTTON PLACE INVESTORS LLC8,656$227K0.13%new13F-HRTimeline
Wingate Wealth Advisors, Inc.8,593$225K0.22%13F-HRTimeline
Acorn Wealth Advisors, LLC8,357$219K0.09%new13F-HRTimeline
SageView Advisory Group, LLC8,036$211K0.01%+713F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC7,900$207K0.01%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY7,706$202K<0.01%+5,67913F-HR/ATimelineGroup
GeoWealth Management, LLC6,998$183K0.01%+2,42513F-HRTimeline
ELEVATE WEALTH ADVISORY, INC6,708$176K0.13%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC6,248$164K<0.01%+17113F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC5,129$134K<0.01%+2,94413F-HRTimelineGroup
Medallion Wealth Advisors, LLC5,074$133K0.07%13F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC4,979$130K0.01%+1813F-HRTimeline
Glen Eagle Advisors, LLC4,960$130K0.02%013F-HRTimeline
Bruce G. Allen Investments, LLC4,703$123K0.1%013F-HRTimeline
RED LIGHTHOUSE INVESTMENT MANAGEMENT, L…4,398$115K0.05%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC4,281$112K<0.01%-63613F-HRTimeline
VESTOR CAPITAL, LLC3,700$97K0.01%013F-HRTimeline
Family CFO Inc3,030$79.4K0.04%+51313F-HRTimeline
Smithfield Trust Co1,996$53K<0.01%new13F-HRTimeline
Avondale Wealth Management2,000$52.4K0.03%013F-HRTimeline
Millstone Evans Group, LLC1,731$45.4K0.03%13F-HRTimeline
Physician Wealth Advisors, Inc.1,721$45.1K0.01%new13F-HRTimeline
COMERICA BANK1,375$36K<0.01%+613F-HR/ATimeline
Principia Wealth Advisory, LLC1,240$32.5K0.03%13F-HRTimeline
OLIVER LAGORE VANVALIN INVESTMENT GROUP1,095$28.7K0.01%+70313F-HRTimeline
DecisionPoint Financial, LLC910$23.9K0.01%013F-HRTimeline
Coppell Advisory Solutions LLC794$20.8K<0.01%013F-HRTimeline
McIlrath & Eck, LLC793$20.8K<0.01%013F-HRTimeline
Global Retirement Partners, LLC768$20.1K<0.01%+2313F-HRTimeline
Cherry Tree Wealth Management, LLC454$11.9K<0.01%013F-HRTimeline
Your Advocates Ltd., LLP427$11.2K<0.01%013F-HRTimeline
Accredited Wealth Management, LLC400$10.5K0.01%13F-HRTimeline
IFG Advisory, LLC10,000$10K<0.01%new13F-HRTimeline
TruNorth Capital Management, LLC198$5.19K<0.01%013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.192$5K<0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN142$3.72K<0.01%new13F-HRTimelineGroup
TUCKER ASSET MANAGEMENT LLC125$3.28K<0.01%013F-HRTimeline
GoalVest Advisory LLC117$3.07K<0.01%013F-HRTimeline
GRAND WEALTH MANAGEMENT, LLC115$3.01K<0.01%new13F-HRTimeline
IFP Advisors, Inc58$1.53K<0.01%new13F-HRTimeline
FMR LLCin group FMR LLC1$26<0.01%new13F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.