Who Owns Dimensional - Emerging Markets Value ETF (DFEV)?Hedge Fund & Institutional Holders

$36.40+0.82 (+2.30%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$InfinityT

% of Float Held

—

QoQ Change in Holders

+13 / -5

Price History

$23.66$27.56$31.47$35.37$39.27Sep 24Jun 25Mar 26

DFEV — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
JONES FINANCIAL COMPANIES LLLPNew Position+1.6M+$54.0B
RITHOLTZ WEALTH MANAGEMENTNew Position+1.3M+$45.2B
True Wealth Design, LLCNew Position+705K+$23.8B
ALESCO ADVISORS LLCNew Position+440K+$14.8B
Financial Architects, LLCNew Position+266K+$9.0B
Cordant, Inc.New Position+198K+$6.7B
Asset Dedication, LLCIncreased+55K+$6.6B
Estate Counselors, LLCNew Position+184K+$6.2B
Sterling Financial Planning, Inc.New Position+180K+$6.1B
Root Financial Partners, LLCNew Position+178K+$6.0B
Vise Technologies, Inc.Increased+194K+$5.8B
Timonier Family Office, LTD.New Position+150K+$5.1B
Breakwater Capital GroupNew Position+150K+$5.1B
MARYLAND CAPITAL ADVISORS INC.New Position+133K+$4.5B
SAX WEALTH ADVISORS, LLCNew Position+122K+$4.1B

DFEV — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
HighTower Advisors, LLCDecreased-6K-$29.9B
Freedom Investment Management, Inc.Decreased-39K-$12.4B
SUSQUEHANNA INTERNATIONAL GROUP, LLPClosed Position-268K-$8.6B
JANE STREET GROUP, LLCClosed Position-200K-$6.4B
NewEdge Advisors, LLCDecreased-37K-$4.2B
Mach-1 Financial Group, LLCClosed Position-120K-$3.8B
CITADEL ADVISORS LLCClosed Position-109K-$3.5B
MML INVESTORS SERVICES, LLCDecreased-9-$2.7B
Integrated Wealth Concepts LLCDecreased-6K-$2.0B
McGrath & Associates, Inc.Decreased-1K-$1.9B
Stokes Family Office, LLCDecreased-55K-$1.7B
Allworth Financial LPDecreased-5K-$1.6B
Strata Wealth Advisors, LLCDecreased-59K-$1.3B
OLD MISSION CAPITAL LLCClosed Position-34K-$1.1B
EverSource Wealth Advisors, LLCDecreased-2K-$1.0B

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Asset Dedication, LLC2,652,610$89.5B5.88%Share
2JONES FINANCIAL COMPANIES LLLP1,622,858$54.0B32.92%Share
3RITHOLTZ WEALTH MANAGEMENT1,341,125$45.2B825.93%Share
4RAYMOND JAMES FINANCIAL INC899,043$30.0B9.33%Share
5FMR LLC831,372$28.0B1.43%Share
6Sensible Money, LLC730,900$24.7B7.88%Share
7True Wealth Design, LLC704,601$23.8B6.97%Share
8Evanson Asset Management, LLC551,175$18.6B1.00%Share
9EAGLE WEALTH STRATEGIES LLC482,981$16.3B7.59%Share
10ALESCO ADVISORS LLC439,641$14.8B0.38%Share
11Strata Wealth Advisors, LLC421,781$14.0B3.90%Share
12Cambridge Financial Group, LLC505,547$13.6B4.72%Share
13Financial Architects, LLC265,840$9.0B4.82%Share
14DiNuzzo Private Wealth, Inc.209,276$7.1B0.77%Share
15Cordant, Inc.197,751$6.7B2.80%Share
16Tortoise Investment Management, LLC194,412$6.6B0.58%Share
17Estate Counselors, LLC184,115$6.2B0.52%Share
18Sterling Financial Planning, Inc.179,951$6.1B1.83%Share
19Root Financial Partners, LLC178,024$6.0B0.31%Share
20Vise Technologies, Inc.200,501$6.0B117.55%Share
21Mills Wealth Advisors LLC166,743$5.6B2.22%Share
22United Wealth Management, LLC159,541$5.4B1.39%Share
23Timonier Family Office, LTD.150,467$5.1B1.61%Share
24Breakwater Capital Group150,161$5.1B0.71%Share
25VESTIA PERSONAL WEALTH ADVISORS151,543$5.1B2.57%Share
26ROYAL BANK OF CANADA154,133$5.0B0.81%Share
27MARYLAND CAPITAL ADVISORS INC.133,218$4.5B1.52%Share
28Integrity Advisory Solutions, LLC131,814$4.4B0.64%Share
29SAX WEALTH ADVISORS, LLC122,072$4.1B0.19%Share
30Farther Finance Advisors, LLC117,433$4.0B42.45%Share
31INTEGRITY ALLIANCE, LLC.110,721$3.7B0.14%Share
32DRAVO BAY LLC110,651$3.7B1.55%Share
33EQ WEALTH ADVISORS, LLC109,703$3.7B2.18%Share
34Family Investment Center, Inc.108,209$3.6B0.74%Share
35White Wing Wealth Management101,946$3.4B2.05%Share
36Wealth Advisors Northwest LLC90,796$3.1B1.36%Share
37Verum Partners LLC88,966$3.0B0.61%Share
38Steward Partners Investment Advisory, LLC105,014$3.0B16.45%Share
39OneDigital Investment Advisors LLC98,421$3.0B29.40%Share
40Astra Wealth Partners LLC84,674$2.9B1.68%Share
41Heritage Financial Services, LLC82,590$2.8B0.23%Share
42Glass Jacobson Investment Advisors llc82,303$2.8B1.00%Share
43LAM GROUP, INC.82,235$2.8B1.59%Share
44Golden Bell Financial Planning LLC79,793$2.7B2.24%Share
45Main Street Financial Solutions, LLC73,170$2.5B0.18%Share
46B&D White Capital Company, LLC68,591$2.3B0.27%Share
47Orion Porfolio Solutions, LLC60,911$2.0B14.67%Share
48COMMONWEALTH EQUITY SERVICES, LLC62,753$2.0B2.67%Share
49CARDIFF PARK ADVISORS, LLC51,042$1.7B0.14%Share
50Applied Capital LLC50,695$1.7B0.66%Share

DFEV Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025238$579.4B+117
Q3 2025121$407.0B-61
Q2 2025182$593.3B-2
Q1 2025184$498.1B+51
Q4 2024133$20.4T+42
Q3 202491$32.6T+5
Q2 202486$32.7T+9
Q1 202477$28.8T—

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As of Q4 2025, 50 institutional investors hold DFEV (Dimensional - Emerging Markets Value ETF). The largest holder is Asset Dedication, LLC with $89.5B in shares. This quarter, 13 institutions opened new positions and 5 closed their positions.

Frequently Asked Questions

How many hedge funds own DFEV?

As of Q4 2025, 50 institutional investors report holding DFEV (Dimensional - Emerging Markets Value ETF) in their 13F filings.

Who is the largest institutional holder of DFEV?

The largest institutional holder of DFEV is Asset Dedication, LLC with $89.5B in shares.

Is institutional ownership of DFEV increasing or decreasing?

This quarter, 13 institutions opened new positions in DFEV and 5 closed their positions.