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Disclosery

DFEV DIMENSIONAL ETF TRUST

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EMERGING MKTS VA (fund)

203 managers (204 13F filers) reported a position in DFEV shares at 2025-06-30, 24,714,850 shares in all. 19 filers opened a position and 10 filers sold out during the quarter.

Managers
203
13F filers
204
New
19
Added
92
Reduced
66
Sold out
10
Shares held by filers
24,714,850

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Asset Dedication, LLC2,556,229$76.7M5.57%+31,18613F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT1,247,799$37.4M0.83%+239,38513F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP1,214,257$36.2M0.03%+758,88413F-HRTimelineGroup
HighTower Advisors, LLC942,664$28.3M0.04%+34,57513F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC877,088$26.3M0.01%+42,91313F-HRTimelineGroup
FMR LLCin group FMR LLC847,228$25.4M<0.01%-2,892,06413F-HRTimelineGroup
True Wealth Design, LLC746,985$22.4M7.89%-59,03113F-HRTimeline
Sensible Money, LLC688,611$20.7M7.83%+51,64813F-HRTimeline
Marquette Asset Management, LLC654,800$19.6M3.29%+11,90413F-HRTimeline
Beacon Pointe Advisors, LLC548,406$16.4M0.17%-5,31213F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC539,495$16.2M0.57%+48,73013F-HRTimeline
Strata Wealth Advisors, LLC537,847$16.1M4.44%+61,44413F-HRTimeline
Cambridge Financial Group, LLC510,972$15.3M5.75%+51,09413F-HRTimeline
Evanson Asset Management, LLC476,845$14.3M0.89%+18,59913F-HRTimeline
Janney Montgomery Scott LLC474,303$14.2M0.04%+13,12713F-HRTimeline
EAGLE WEALTH STRATEGIES LLC470,016$14.1M7.88%-1,53213F-HRTimeline
Vestmark Advisory Solutions, Inc.421,062$12.6M0.18%+218,18113F-HRTimeline
Freedom Investment Management, Inc.403,824$12.1M0.97%-23,53413F-HRTimeline
Index Fund Advisors, Inc.365,272$11M0.62%+32,04713F-HRTimeline
Opes Wealth Management LLC335,130$10.1M1.78%+4,44913F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…325,631$9.77M0.01%+247,50713F-HRTimelineGroup
Graves Light Lenhart Wealth, Inc.323,304$9.7M1.15%+8,95013F-HRTimeline
Alesco Advisors, LLC, An ESL Co320,787$9.62M0.28%+39,94813F-HRTimeline
AE Wealth Management LLC301,362$9.04M0.07%+33,99413F-HRTimeline
Blume Capital Management, Inc.260,708$7.82M1.59%+3,66013F-HRTimeline
Financial Architects, LLC254,015$7.62M4.63%+28513F-HRTimeline
von Borstel & Associates, Inc.251,390$7.6M2%+6,58813F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP253,346$7.6M0.01%+21513F-HRTimelineGroup
Root Financial Partners, LLC239,147$7.17M0.69%-141,69913F-HRTimeline
DiNuzzo Private Wealth, Inc.225,906$6.77M0.8%+6,56713F-HRTimeline
Betterment LLC205,777$6.17M0.01%+5,09013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC193,883$5.81M0.01%-479,37413F-HRTimelineGroup
Sterling Financial Planning, Inc.185,640$5.57M1.86%+9,97113F-HRTimeline
Waverly Advisors, LLC184,984$5.55M0.06%-13,27113F-HRTimeline
Tortoise Investment Management, LLC181,634$5.45M0.52%+19,69813F-HRTimeline
PBMares Wealth Management LLC168,304$5.05M0.92%-7,72013F-HRTimeline
Cordant, Inc.162,708$4.88M2.35%-18,84413F-HRTimeline
United Wealth Management, LLC152,898$4.59M1.33%+3,37313F-HRTimeline
Mills Wealth Advisors LLC150,625$4.52M2.07%+20,53113F-HRTimeline
Breakwater Capital Group149,737$4.49M0.73%-6,75213F-HRTimeline
NewEdge Advisors, LLC144,796$4.34M0.02%-6,54713F-HRTimeline
Timonier Family Office, LTD.139,155$4.17M1.56%+12,81413F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC137,323$4.12M<0.01%+5,95313F-HRTimelineGroup
MARYLAND CAPITAL ADVISORS INC.126,576$3.8M1.49%+4,31613F-HRTimeline
OLD MISSION CAPITAL LLC118,958$3.57M0.1%new13F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC112,915$3.39M0.01%-8,67913F-HRTimelineGroup
Family Investment Center, Inc.104,279$3.13M0.71%+3,43013F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP103,446$3.1M<0.01%-36,47713F-HR/ATimelineGroup
EQ WEALTH ADVISORS, LLC101,460$3.04M2.07%+15,74813F-HRTimeline
VESTOR CAPITAL, LLC27,470$3M0.22%+23,77013F-HRTimeline
DRAVO BAY LLC97,142$2.99M1.45%-87513F-HRTimeline
INTEGRITY ALLIANCE, LLC.99,612$2.99M0.16%-55713F-HRTimeline
VESTIA PERSONAL WEALTH ADVISORS96,718$2.9M1.99%+7,13113F-HRTimeline
OneDigital Investment Advisors LLC90,899$2.73M0.03%-2,85913F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/90,008$2.7M<0.01%+43,49913F-HRTimelineGroup
Savant Capital, LLCin group Savant Capital, LLC89,462$2.68M0.02%-12,90313F-HR/ATimelineGroup
Verum Partners LLC89,314$2.68M0.62%-1,90213F-HRTimeline
Chicago Partners Investment Group LLC83,980$2.61M0.08%+2,32213F-HRTimeline
Heritage Financial Services, LLC86,021$2.58M0.25%-1,45513F-HRTimeline
Blue Oak Capital, LLC85,789$2.57M1.35%+4,39913F-HRTimeline
Wealth Advisors Northwest LLC85,045$2.55M1.34%+2,41113F-HRTimeline
Glass Jacobson Investment Advisors llc84,609$2.54M0.98%+8,68813F-HRTimeline
LAM GROUP, INC.84,585$2.54M1.7%+50013F-HRTimeline
Steward Partners Investment Advisory, L…82,770$2.48M0.02%+18,94813F-HRTimeline
SCHWARZ DYGOS WHEELER INVESTMENT ADVISO…82,305$2.47M0.56%+50413F-HRTimeline
Main Street Financial Solutions, LLC79,354$2.38M0.17%+2,08513F-HRTimeline
Astra Wealth Partners LLC77,931$2.34M1.89%-4,79113F-HRTimeline
Allworth Financial LP73,565$2.21M0.01%-2,40513F-HRTimeline
White Wing Wealth Management72,883$2.19M1.48%-1,19213F-HRTimeline
Farther Finance Advisors, LLC71,734$2.15M0.04%+9,65713F-HRTimeline
MML INVESTORS SERVICES, LLC71,626$2.15M0.01%+25,22613F-HRTimeline
SAX WEALTH ADVISORS, LLC69,332$2.08M0.13%+15,52913F-HRTimeline
Sequoia Financial Advisors, LLC69,128$2.07M0.01%-8,84813F-HRTimeline
Boyce & Associates Wealth Consulting, I…67,175$2.01M1.84%-19,19013F-HRTimeline
Golden Bell Financial Planning LLC66,575$2M1.88%-25413F-HRTimeline
McGrath & Associates, Inc.62,685$1.88M3.06%-1,81013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC57,335$1.72M<0.01%-4,28113F-HRTimeline
Versant Capital Management, Inc57,306$1.72M0.26%+4,52913F-HRTimeline
Orion Porfolio Solutions, LLC56,937$1.71M0.01%+48,40213F-HR/ATimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO56,216$1.69M<0.01%-14,49713F-HRTimelineGroup
Abel Hall, LLC54,856$1.65M0.76%-3,99813F-HRTimeline
Perigon Wealth Management, LLC52,354$1.57M0.04%-7,42913F-HRTimeline
Applied Capital LLC51,695$1.55M0.68%-9,67213F-HRTimeline
EnRich Financial Partners LLC51,213$1.54M0.47%-2,10513F-HRTimeline
Vantage Point Financial LLC46,844$1.4M0.62%+2,96013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management46,762$1.4M0.05%-1,11113F-HRTimelineGroup
CARDIFF PARK ADVISORS, LLC44,914$1.35M0.12%+68013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/44,624$1.34M<0.01%-16313F-HRTimelineGroup
PINNEY & SCOFIELD, INC.44,174$1.32M0.9%-5213F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers42,466$1.27M<0.01%+25,95613F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.42,396$1.27M<0.01%-25,70113F-HR/ATimelineGroup
Clark Asset Management, LLC40,644$1.22M0.17%+2,08613F-HRTimeline
Matisse Capital39,760$1.19M0.56%013F-HRTimeline
Pettinga Financial Advisors LLC36,207$1.09M0.24%+19,94713F-HRTimeline
Foundation Wealth Management, LLC\PA35,944$1.08M0.47%-8,94213F-HRTimeline
MONOGRAPH WEALTH ADVISORS, LLC34,685$1.04M0.13%013F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC33,722$1.01M<0.01%-4,46213F-HRTimelineGroup
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC33,647$1.01M0.69%+3,77613F-HRTimeline
Efficient Frontier Advisors LLC32,975$989K0.63%013F-HRTimeline
Grunden Financial Advisory, Inc.32,628$979K0.43%+6,52613F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP32,209$966K0.01%+113F-HRTimelineGroup
Gibson Capital, LLC32,021$960K0.19%+3913F-HRTimeline
Porter White Investment Advisors, Inc.31,917$957K0.45%-7,91513F-HRTimeline
LPL Financial LLC29,079$872K<0.01%+7,76413F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding29,030$871K-1,219Timeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.28,680$860K<0.01%+6,07213F-HRTimelineGroup
Oceanside Advisors LLC28,109$843K0.56%-2,84713F-HRTimeline
Rather & Kittrell, Inc.28,074$842K0.17%+7,81013F-HRTimeline
CSS LLC/IL27,631$829K0.05%+4,17113F-HRTimeline
U.S. Capital Wealth Advisors, LLC26,992$809K0.02%-1,69213F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…26,018$780K0.04%new13F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA25,687$770K<0.01%-24813F-HR/ATimelineGroup
Cambridge Investment Research Advisors,…22,930$688K<0.01%+12,38113F-HRTimeline
Altiora Financial Group, LLC22,676$680K0.13%013F-HRTimeline
Dorsey & Whitney Trust CO LLC21,719$651K0.03%013F-HRTimeline
JFS WEALTH ADVISORS, LLC20,335$610K0.04%013F-HRTimeline
Landing Point Financial Group, LLC20,212$606K0.38%+4,58813F-HRTimeline
EP Wealth Advisors, LLC19,890$596K<0.01%-25,62013F-HRTimeline
Corus Family Wealth Advisors19,115$573K0.41%-15,18213F-HRTimeline
Unison Advisors LLC18,813$564K0.06%-89013F-HRTimeline
Outbound Financial Inc18,618$558K0.51%13F-HRTimeline
BOS Asset Management, LLC18,420$552K0.18%+513F-HRTimeline
HANOVER ADVISORS INC18,394$552K0.22%+29313F-HRTimeline
Moisand Fitzgerald Tamayo, LLC18,151$544K0.07%-38313F-HRTimeline
CITIGROUP INCin group CITIGROUP INC17,649$529K<0.01%+8,10113F-HRTimelineGroup
Two West Capital Advisors LLC16,507$509K0.33%+12113F-HRTimeline
Alpha Advisors, LLC/VA15,903$477K0.41%-7713F-HRTimeline
Tranquility Partners, LLC15,724$472K0.17%+35013F-HRTimeline
Family CFO Inc15,413$462K0.23%+12,38313F-HRTimeline
NCM Capital Management, LLC13,950$419K0.17%+1,45013F-HRTimeline
SwitchPoint Financial Planning, LLC13,697$411K0.34%013F-HRTimeline
Austin Private Wealth, LLC13,242$397K0.03%+1,69713F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC12,702$381K0.17%-48113F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC12,307$370K0.07%+2713F-HRTimeline
RCS Financial Planning, LLC11,982$359K0.18%-5,22413F-HRTimeline
Factor Wealth Management LTD11,897$357K0.1%+6813F-HRTimeline
Daner Wealth Management, LLC11,072$344K0.24%13F-HRTimeline
American Investment Services, Inc.11,064$332K0.08%-62813F-HRTimeline
Rehmann Capital Advisory Group10,668$320K0.02%+84513F-HRTimeline
ARK & TLK INVESTMENTS, LLC10,461$314K0.1%new13F-HRTimeline
SUTTON PLACE INVESTORS LLC10,454$314K0.19%+1,64913F-HRTimeline
Acorn Wealth Advisors, LLC10,265$308K0.11%+1,33113F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …9,832$295K0.01%+14313F-HRTimelineGroup
Rockwood Wealth Management, LLC9,818$294K0.03%013F-HRTimeline
Triad Wealth Partners, LLC9,790$294K0.06%new13F-HRTimeline
Integrated Wealth Concepts LLC9,736$292K<0.01%+7713F-HRTimeline
Pacific Asset Management, LLC9,733$292K0.23%+5613F-HRTimeline
XY Planning Network, Inc.9,687$291K0.1%new13F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…9,617$288K0.04%new13F-HRTimeline
First Financial Group Corp9,380$281K0.27%+1,80013F-HRTimeline
Mraz, Amerine & Associates, Inc.9,070$272K0.04%013F-HRTimeline
Wingate Wealth Advisors, Inc.8,661$260K0.23%+5313F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC8,457$254K<0.01%+2,96113F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.8,208$246K<0.01%-2,65613F-HRTimeline
SageView Advisory Group, LLC8,041$246K0.01%-16213F-HRTimeline
Mariner, LLCin group Mariner, LLC7,884$236K<0.01%+37113F-HRTimelineGroup
LAZARI CAPITAL MANAGEMENT, INC.7,667$230K0.09%-64513F-HRTimeline
Cloud Capital Management, LLC7,477$226K0.14%+38413F-HRTimeline
MATTERN CAPITAL MANAGEMENT, LLC7,513$225K0.03%new13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY7,407$222K<0.01%-5,11313F-HRTimelineGroup
Gemmer Asset Management LLC7,396$222K0.02%-15113F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.7,324$220K<0.01%-2,67613F-HRTimelineGroup
Shearwater Capital LLC6,967$209K0.13%new13F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…6,956$209K<0.01%new13F-HRTimelineGroup
MOTCO6,472$195K0.02%new13F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC5,534$166K0.01%+1913F-HRTimeline
Medallion Wealth Advisors, LLC5,450$164K0.06%+413F-HRTimeline
Glen Eagle Advisors, LLC4,960$149K0.02%013F-HRTimeline
Bruce G. Allen Investments, LLC4,703$141K0.11%013F-HRTimeline
RED LIGHTHOUSE INVESTMENT MANAGEMENT, L…4,398$132K0.05%013F-HRTimeline
ELEVATE WEALTH ADVISORY, INC3,507$105K0.07%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC3,051$91.5K<0.01%-61713F-HRTimelineGroup
Brooklyn Investment Group2,867$86K0.01%new13F-HR/ATimeline
Smithfield Trust Co1,996$60K<0.01%013F-HRTimeline
Avondale Wealth Management2,000$60K0.03%013F-HRTimeline
Physician Wealth Advisors, Inc.1,721$51.6K0.01%013F-HRTimeline
COMERICA BANK1,363$40.9K<0.01%-2,35013F-HRTimeline
Principia Wealth Advisory, LLC1,310$39.3K0.03%-9013F-HRTimeline
Garde Capital, Inc.1,035$31K<0.01%+21213F-HRTimeline
C M BIDWELL & ASSOCIATES LTD1,026$30.8K0.02%+49113F-HRTimeline
DecisionPoint Financial, LLC910$27.4K0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN867$26K<0.01%+72513F-HRTimelineGroup
McIlrath & Eck, LLC793$23.8K<0.01%013F-HRTimeline
Global Retirement Partners, LLC773$23.2K<0.01%13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…758$22.7K<0.01%new13F-HRTimelineGroup
Beaird Harris Wealth Management, LLC645$19.3K<0.01%new13F-HRTimeline
Millstone Evans Group, LLC605$18.1K0.01%-1,12813F-HRTimeline
GRAND WEALTH MANAGEMENT, LLC552$16.6K0.01%+30413F-HRTimeline
Cherry Tree Wealth Management, LLC454$13.6K<0.01%013F-HRTimeline
Your Advocates Ltd., LLP427$12.8K<0.01%013F-HRTimeline
Accredited Wealth Management, LLC400$12K0.01%013F-HRTimeline
Ridgewood Investments LLC396$11.9K0.01%new13F-HRTimeline
SITTNER & NELSON, LLC362$10.9K<0.01%-26113F-HRTimeline
Christopher J. Hasenberg, Inc338$10.1K<0.01%new13F-HRTimeline
UBS Group AGin group UBS Group AG314$9.42K<0.01%-7613F-HRTimelineGroup
Providence Capital Advisors, LLC289$8.67K<0.01%new13F-HRTimeline
TruNorth Capital Management, LLC198$5.94K<0.01%013F-HRTimeline
Dunhill Financial, LLC158$4.74K<0.01%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.156$4.68K<0.01%new13F-HRTimeline
HOWE & RUSLING INC112$3.35K<0.01%new13F-HRTimeline