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Disclosery

DFEV DIMENSIONAL ETF TRUST

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EMERGING MKTS VA (fund)

192 managers (193 13F filers) reported a position in DFEV shares at 2025-03-31, 26,825,926 shares in all. 25 filers opened a position and 12 filers sold out during the quarter.

Managers
192
13F filers
193
New
25
Added
93
Reduced
46
Sold out
12
Shares held by filers
26,825,926

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
FMR LLCin group FMR LLC3,739,292$101M0.01%+3,739,29113F-HRTimelineGroup
Asset Dedication, LLC2,525,043$68.3M5.54%+42,25613F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT1,008,414$27.3M0.81%-9,27013F-HRTimeline
HighTower Advisors, LLC908,089$24.6M0.03%-7,44013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC834,175$22.6M0.01%+64,52413F-HRTimelineGroup
True Wealth Design, LLC806,016$21.8M8.3%-1,49613F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC673,257$18.2M0.03%+326,44013F-HR/ATimelineGroup
Marquette Asset Management, LLC642,896$17.4M3.06%-24113F-HRTimeline
Sensible Money, LLC636,963$17.2M7.38%+39,52813F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC586,220$15.9M0.02%+571,01613F-HRTimelineGroup
Beacon Pointe Advisors, LLC553,718$15M0.17%-74,72713F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC490,765$13.3M0.49%+48,96413F-HRTimeline
Strata Wealth Advisors, LLC476,403$12.9M4.01%+439,51213F-HRTimeline
EAGLE WEALTH STRATEGIES LLC471,548$12.8M7.83%new13F-HRTimeline
Janney Montgomery Scott LLC461,176$12.5M0.04%-4,55013F-HRTimeline
Cambridge Financial Group, LLC459,878$12.4M5.28%-12,46413F-HRTimeline
Evanson Asset Management, LLC458,246$12.4M0.88%-8,75313F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP455,373$12.3M0.01%+193,15413F-HR/ATimelineGroup
Freedom Investment Management, Inc.427,358$11.6M0.97%-2,04113F-HRTimeline
Root Financial Partners, LLC380,846$10.3M1.1%-33,20913F-HRTimeline
Index Fund Advisors, Inc.333,225$9.01M0.56%+22,10713F-HRTimeline
Opes Wealth Management LLC330,681$8.94M1.81%-6,98413F-HRTimeline
Graves Light Lenhart Wealth, Inc.314,354$8.5M1.04%+14,24613F-HRTimeline
Alesco Advisors, LLC, An ESL Co280,839$7.6M0.24%+22,76613F-HRTimeline
AE Wealth Management LLC267,368$7.23M0.06%+22,77513F-HRTimeline
Blume Capital Management, Inc.257,048$6.95M1.56%+15,69513F-HRTimeline
Financial Architects, LLC253,730$6.86M4.38%+5,68513F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP253,131$6.85M0.01%+1,06613F-HRTimelineGroup
von Borstel & Associates, Inc.244,802$6.62M1.98%+56,84613F-HRTimeline
DiNuzzo Private Wealth, Inc.219,339$5.93M0.75%+2,16413F-HRTimeline
Aveo Capital Partners, LLC209,577$5.74M0.95%-43,44813F-HRTimeline
Vestmark Advisory Solutions, Inc.202,881$5.49M0.14%+18,82713F-HRTimeline
Betterment LLC200,687$5.43M0.01%+73,29913F-HRTimeline
Waverly Advisors, LLC198,255$5.36M0.07%-84913F-HRTimeline
Cordant, Inc.181,552$4.91M2.56%+8,91713F-HRTimeline
PBMares Wealth Management LLC176,024$4.76M0.95%+4,85113F-HRTimeline
Sterling Financial Planning, Inc.175,669$4.75M1.72%+21,03013F-HRTimeline
Tortoise Investment Management, LLC161,936$4.38M0.46%+26,59613F-HR/ATimeline
Breakwater Capital Group156,489$4.23M0.75%+6,45513F-HRTimeline
NewEdge Advisors, LLC151,343$4.09M0.02%-13,29613F-HRTimeline
United Wealth Management, LLC149,525$4.04M1.27%+25,33013F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP139,923$3.78M0.01%+11,38513F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding131,370$3.55M-28,278Timeline
Mills Wealth Advisors LLC130,094$3.52M1.87%+14,82813F-HRTimeline
Timonier Family Office, LTD.126,341$3.42M1.51%+20,53513F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.122,260$3.31M1.46%+12,88313F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC121,594$3.28M0.01%+2,50513F-HRTimelineGroup
Savant Capital, LLCin group Savant Capital, LLC102,365$2.77M0.02%-77,39313F-HR/ATimelineGroup
Family Investment Center, Inc.100,849$2.73M0.67%-263,59913F-HRTimeline
INTEGRITY ALLIANCE, LLC.100,169$2.71M0.11%new13F-HRTimeline
DRAVO BAY LLC98,017$2.65M1.41%-4,82013F-HRTimeline
OneDigital Investment Advisors LLC93,758$2.54M0.03%+3,52813F-HRTimeline
Verum Partners LLC91,216$2.47M0.67%+95813F-HRTimeline
VESTIA PERSONAL WEALTH ADVISORS89,587$2.42M1.92%+18,86613F-HRTimeline
Heritage Financial Services, LLC87,476$2.37M0.23%-39,85213F-HRTimeline
Boyce & Associates Wealth Consulting, I…86,365$2.34M2.34%+5,51413F-HRTimeline
EQ WEALTH ADVISORS, LLC85,712$2.32M1.85%+29,89813F-HRTimeline
LAM GROUP, INC.84,085$2.27M1.67%-1,25013F-HRTimeline
Astra Wealth Partners LLC82,722$2.24M2.14%+2,48513F-HRTimeline
Chicago Partners Investment Group LLC81,658$2.24M0.07%-2,39113F-HRTimeline
Wealth Advisors Northwest LLC82,634$2.24M1.42%+2,55713F-HRTimeline
SCHWARZ DYGOS WHEELER INVESTMENT ADVISO…81,801$2.21M0.53%+5,02513F-HRTimeline
Blue Oak Capital, LLC81,390$2.2M1.22%+3,68013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…78,124$2.11M<0.01%new13F-HRTimelineGroup
Sequoia Financial Advisors, LLC77,976$2.11M0.02%-1,39913F-HRTimeline
Main Street Financial Solutions, LLC77,269$2.09M0.18%+51,95013F-HRTimeline
Allworth Financial LP75,970$2.03M0.01%-1,31613F-HRTimeline
Glass Jacobson Investment Advisors llc75,921$1.99M0.65%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO70,713$1.91M<0.01%+13,89313F-HRTimelineGroup
White Wing Wealth Management74,075$1.91M1.49%+7,40113F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.68,097$1.84M<0.01%+35,59113F-HRTimelineGroup
Golden Bell Financial Planning LLC66,829$1.81M1.76%+17,11213F-HRTimeline
McGrath & Associates, Inc.64,495$1.74M3.18%-86113F-HRTimeline
Steward Partners Investment Advisory, L…63,822$1.73M0.02%-10,19513F-HRTimeline
Farther Finance Advisors, LLC62,077$1.69M0.04%+15,08213F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC61,616$1.67M<0.01%+12,64513F-HRTimeline
Applied Capital LLC61,367$1.66M0.81%+76613F-HRTimeline
Perigon Wealth Management, LLC59,783$1.62M0.04%+45,19013F-HRTimeline
Abel Hall, LLC58,854$1.59M0.96%+3,61913F-HRTimeline
SAX WEALTH ADVISORS, LLC53,803$1.46M0.1%+9,20813F-HRTimeline
EnRich Financial Partners LLC53,318$1.44M0.48%+69713F-HRTimeline
Versant Capital Management, Inc52,777$1.43M0.24%+22,94313F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management47,873$1.29M0.04%+4,15613F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/46,509$1.26M<0.01%-5,04613F-HRTimelineGroup
MML INVESTORS SERVICES, LLC46,400$1.25M<0.01%new13F-HRTimeline
EP Wealth Advisors, LLC45,510$1.23M0.01%-49,21913F-HRTimeline
Foundation Wealth Management, LLC\PA44,886$1.21M0.58%-51713F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/44,787$1.21M<0.01%-8413F-HRTimelineGroup
CARDIFF PARK ADVISORS, LLC44,234$1.2M0.12%+14313F-HRTimeline
PINNEY & SCOFIELD, INC.44,226$1.2M0.87%+3,39113F-HRTimeline
Vantage Point Financial LLC43,884$1.19M0.6%+8,19613F-HRTimeline
Porter White Investment Advisors, Inc.39,832$1.08M0.53%+4,80013F-HRTimeline
Matisse Capital39,760$1.08M0.57%013F-HRTimeline
Clark Asset Management, LLC38,558$1.04M0.17%new13F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC38,184$1.03M<0.01%-80313F-HRTimelineGroup
MONOGRAPH WEALTH ADVISORS, LLC34,685$938K0.13%013F-HRTimeline
Corus Family Wealth Advisors34,297$928K0.64%+5,98213F-HRTimeline
Efficient Frontier Advisors LLC32,975$892K0.58%+87013F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP32,208$871K0.01%-10013F-HRTimelineGroup
Gibson Capital, LLC31,982$865K0.18%013F-HR/ATimeline
Oceanside Advisors LLC30,956$837K0.61%-1,46213F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding30,249$818K+16,534Timeline
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC29,871$808K0.6%+7,75813F-HRTimeline
U.S. Capital Wealth Advisors, LLC28,684$776K0.02%+56713F-HRTimeline
Grunden Financial Advisory, Inc.26,102$706K0.34%+1,32213F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA25,935$702K<0.01%+4,60613F-HR/ATimelineGroup
CSS LLC/IL23,460$635K0.04%013F-HRTimeline
Altiora Financial Group, LLC22,676$613K0.13%013F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.22,608$612K<0.01%new13F-HRTimelineGroup
Dorsey & Whitney Trust CO LLC21,719$587K0.03%013F-HRTimeline
LPL Financial LLC21,315$577K<0.01%-1,09713F-HRTimeline
JFS WEALTH ADVISORS, LLC20,335$550K0.04%-5,00013F-HRTimeline
Rather & Kittrell, Inc.20,264$548K0.12%+1,76413F-HRTimeline
Unison Advisors LLC19,703$533K0.07%-1,32113F-HRTimeline
Moisand Fitzgerald Tamayo, LLC18,534$501K0.07%013F-HRTimeline
BOS Asset Management, LLC18,415$498K0.17%+4813F-HRTimeline
HANOVER ADVISORS INC18,101$490K0.21%+11213F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC17,841$483K0.01%+8,80813F-HRTimelineGroup
RCS Financial Planning, LLC17,206$465K0.25%-91613F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers16,510$447K<0.01%new13F-HRTimelineGroup
Pettinga Financial Advisors LLC16,260$440K0.1%+3,12313F-HRTimeline
Alpha Advisors, LLC/VA15,980$432K0.38%new13F-HRTimeline
Landing Point Financial Group, LLC15,624$423K0.32%+6,29413F-HRTimeline
Two West Capital Advisors LLC16,386$418K0.35%+1,26813F-HRTimeline
Tranquility Partners, LLC15,374$416K0.16%013F-HRTimeline
Heritage Wealth Management, Inc./Texas14,066$380K0.22%-39613F-HRTimeline
SwitchPoint Financial Planning, LLC13,697$371K0.35%013F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC13,183$357K0.17%-6013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY12,520$339K<0.01%+4,81413F-HRTimelineGroup
NCM Capital Management, LLC12,500$338K0.15%+30013F-HRTimeline
Factor Wealth Management LTD11,829$320K0.1%-57513F-HRTimeline
American Investment Services, Inc.11,692$316K0.06%+1,46813F-HRTimeline
Austin Private Wealth, LLC11,545$312K0.03%new13F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC12,280$306K0.07%+9613F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.10,864$294K<0.01%new13F-HRTimeline
Cambridge Investment Research Advisors,…10,549$285K<0.01%+65513F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.10,000$270K<0.01%-1,58413F-HRTimelineGroup
Rehmann Capital Advisory Group9,823$266K0.02%-25113F-HRTimeline
Rockwood Wealth Management, LLC9,818$266K0.03%013F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …9,689$262K0.01%+32913F-HRTimelineGroup
Pacific Asset Management, LLC9,677$262K0.23%+1313F-HRTimeline
Integrated Wealth Concepts LLC9,659$261K<0.01%+1813F-HRTimeline
CITIGROUP INCin group CITIGROUP INC9,548$258K<0.01%+4,41913F-HRTimelineGroup
Simplicity Wealth,LLC9,289$251K0.02%new13F-HRTimeline
Mraz, Amerine & Associates, Inc.9,070$246K0.04%013F-HR/ATimeline
Acorn Wealth Advisors, LLC8,934$242K0.1%+57713F-HRTimeline
SUTTON PLACE INVESTORS LLC8,805$238K0.16%+14913F-HRTimeline
GENTRY PRIVATE WEALTH, LLC8,716$236K0.19%-4,14513F-HRTimeline
Wingate Wealth Advisors, Inc.8,608$233K0.27%+1513F-HRTimeline
Orion Porfolio Solutions, LLC8,535$231K<0.01%new13F-HRTimeline
Orion Portfolio Solutions, LLC8,535$231K<0.01%new13F-HR/ATimeline
GeoWealth Management, LLC8,359$226K0.01%+1,36113F-HRTimeline
LAZARI CAPITAL MANAGEMENT, INC.8,312$225K0.09%-84013F-HRTimeline
SageView Advisory Group, LLC8,203$222K0.01%+16713F-HRTimeline
First Financial Group Corp7,580$205K0.23%new13F-HRTimeline
Gemmer Asset Management LLC7,547$204K0.02%new13F-HRTimeline
Mariner, LLCin group Mariner, LLC7,513$203K<0.01%new13F-HRTimelineGroup
Cloud Capital Management, LLC7,093$191K0.14%13F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC5,515$149K0.01%+53613F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC5,496$149K<0.01%+1,21513F-HRTimeline
Medallion Wealth Advisors, LLC5,446$148K0.07%+37213F-HRTimeline
Glen Eagle Advisors, LLC4,960$134K0.02%013F-HRTimeline
Bruce G. Allen Investments, LLC4,703$127K0.1%013F-HRTimeline
RED LIGHTHOUSE INVESTMENT MANAGEMENT, L…4,398$114K0.05%013F-HRTimeline
COMERICA BANK3,713$100K<0.01%+2,33813F-HRTimeline
VESTOR CAPITAL, LLC3,700$100K0.01%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC3,668$99.2K<0.01%-2,58013F-HRTimelineGroup
ELEVATE WEALTH ADVISORY, INC3,507$94.9K0.07%-3,20113F-HRTimeline
Family CFO Inc3,030$82K0.04%013F-HRTimeline
Avondale Wealth Management2,000$54.1K0.03%013F-HRTimeline
Smithfield Trust Co1,996$54K<0.01%013F-HRTimeline
Millstone Evans Group, LLC1,733$46.9K0.03%+213F-HRTimeline
Physician Wealth Advisors, Inc.1,721$46.6K0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\1,407$38.1K<0.01%new13F-HRTimelineGroup
Principia Wealth Advisory, LLC1,400$34.9K0.03%+16013F-HRTimeline
DecisionPoint Financial, LLC910$24.6K0.01%013F-HRTimeline
Garde Capital, Inc.823$22.3K<0.01%new13F-HRTimeline
McIlrath & Eck, LLC793$21.5K<0.01%013F-HRTimeline
SITTNER & NELSON, LLC623$16.9K0.01%new13F-HRTimeline
C M BIDWELL & ASSOCIATES LTD535$14.5K0.01%new13F-HRTimeline
Cherry Tree Wealth Management, LLC454$12.3K<0.01%013F-HRTimeline
Your Advocates Ltd., LLP427$11.6K<0.01%013F-HRTimeline
Accredited Wealth Management, LLC400$10.8K0.01%013F-HRTimeline
UBS Group AGin group UBS Group AG390$10.6K<0.01%new13F-HRTimelineGroup
GRAND WEALTH MANAGEMENT, LLC248$6.72K<0.01%+13313F-HRTimeline
TruNorth Capital Management, LLC198$5.36K<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN142$3.84K<0.01%013F-HRTimelineGroup
HALBERT HARGROVE GLOBAL ADVISORS, LLC99$2.68K<0.01%new13F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners74$1.99K<0.01%new13F-HRTimelineGroup
IFP Advisors, Inc66$1.8K<0.01%+813F-HRTimeline
Capital A Wealth Management, LLC12$325<0.01%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.