DIMENSIONAL EMRG MRKT VAL DFEV
$41.26
-0.7% 52w: $28.07 – $44.43
Latest 13F among current holders filed 24 days ago (Jun 11, 2026)
Price — last 12 months
research preview data28.0736.2544.43
Jun 20, 2025 Jul 2, 2026
Institutional holders
268
+18 QoQ
13F value
$1.13B
+18.8% QoQ
Smart-money holders
2
signal tier ≥ 2
New smart buyers
1
Q1 2026
Institutional value by quarter
Number of holders
Who owns DFEV?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| Asset Dedication, LLC | Wealth advisor | 2.6M | $91.3M | 6.4% | -3.8% |
| JONES FINANCIAL COMPANIES LLLP | Wealth advisor | 2.1M | $71.8M | 0.0% | +26.6% |
| RITHOLTZ WEALTH MANAGEMENT | Wealth advisor | 1.4M | $51.0M | 0.9% | +6.2% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 987.8K | $35.3M | 0.0% | +5.1% |
| HighTower Advisors, LLC | Diversified mechanical | 954.5K | $34.2M | 0.0% | +2.3% |
| EXENCIAL WEALTH ADVISORS, LLC | Wealth advisor | 832.2K | $29.8M | 0.9% | +23.3% |
| Sensible Money, LLC | Wealth advisor | 758.8K | $27.2M | 8.3% | +3.8% |
| FMR LLC | Long only active | 734.1K | $26.3M | 0.0% | -11.7% |
| True Wealth Design, LLC | Wealth advisor | 701.3K | $25.1M | 7.0% | -0.5% |
| Marquette Asset Management, LLC | Wealth advisor | 676.0K | $24.2M | 3.6% | +0.2% |
| Beacon Pointe Advisors, LLC | Wealth advisor | 605.8K | $21.7M | 0.1% | 0.0% |
| B&D White Capital Company, LLC | Wealth advisor | 587.7K | $21.0M | 2.6% | +756.8% |
| Evanson Asset Management, LLC | Wealth advisor | 585.5K | $20.9M | 1.1% | +6.2% |
| Janney Montgomery Scott LLC | Diversified mechanical | 579.7K | $20.7M | 0.1% | +5.3% |
| Family Investment Center, Inc. | Wealth advisor | 569.5K | $20.4M | 3.9% | +426.3% |
| NorthAvenue LLC | Wealth advisor | 549.1K | $19.6M | 15.6% | 0.0% |
| Cambridge Financial Group, LLC | Wealth advisor | 507.1K | $18.1M | 6.1% | +0.3% |
| GOLDMAN SACHS GROUP INC | Bank broker | 500.0K | $17.9M | 0.0% | New |
| Penserra Capital Management LLC | Diversified mechanical | 495.0K | $17.7M | 0.2% | New |
| EAGLE WEALTH STRATEGIES LLC | Wealth advisor | 488.5K | $17.5M | 7.7% | +1.1% |
| Index Fund Advisors, Inc. | Wealth advisor | 488.3K | $17.5M | 0.8% | +11.0% |
| Alesco Advisors, LLC, An ESL Co | Wealth advisor | 447.8K | $16.0M | 0.4% | +1.9% |
| Strata Wealth Advisors, LLC | Wealth advisor | 411.9K | $14.7M | 4.0% | -2.3% |
| Guardian Wealth Management, LLC | Wealth advisor | 346.5K | $12.4M | 3.8% | -5.3% |
| Graves Light Lenhart Wealth, Inc. | Wealth advisor | 345.6K | $12.4M | 1.3% | -2.3% |
| Opes Wealth Management LLC | Wealth advisor | 329.9K | $11.8M | 2.0% | -0.2% |
| SPWM Advisors LLC | Other | 272.4K | $11.2M | 9.8% | +44.0% |
| ROYAL BANK OF CANADA | Bank broker | 305.5K | $10.9M | 0.0% | +98.2% |
| AE Wealth Management LLC | Wealth advisor | 275.2K | $9.8M | 0.1% | +1.4% |
| Financial Architects, LLC | Wealth advisor | 268.1K | $9.6M | 5.1% | +0.8% |
| Blume Capital Management, Inc. | Other | 262.1K | $9.4M | 1.6% | -0.1% |
| Freedom Investment Management, Inc. | Wealth advisor | 257.4K | $9.2M | 2.7% | -26.7% |
| von Borstel & Associates, Inc. | Wealth advisor | 231.8K | $8.3M | 1.9% | -8.0% |
| Betterment LLC | Wealth advisor | 231.2K | $8.3M | 0.0% | +2.9% |
| Vestmark Advisory Solutions, Inc. | Wealth advisor | 228.2K | $8.2M | 0.1% | +3.4% |
| Cordant, Inc. | Wealth advisor | 209.0K | $7.5M | 3.0% | +5.7% |
| DiNuzzo Private Wealth, Inc. | Wealth advisor | 205.4K | $7.3M | 0.8% | -1.9% |
| Tortoise Investment Management, LLC | Wealth advisor | 203.9K | $7.3M | 0.6% | +4.9% |
| Apella Capital, LLC | Wealth advisor | 184.3K | $7.3M | 0.1% | New |
| Vise Technologies, Inc. | Wealth advisor | 200.5K | $6.8M | 0.1% | Held |
| Waverly Advisors, LLC | Wealth advisor | 187.3K | $6.7M | 0.1% | -2.4% |
| Estate Counselors, LLC | Wealth advisor | 183.5K | $6.6M | 0.6% | -0.3% |
| NATIXIS ADVISORS, LLC | Diversified mechanical | 182.1K | $6.5M | 0.0% | +82.2% |
| Sterling Financial Planning, Inc. | Wealth advisor | 177.0K | $6.3M | 1.9% | -1.7% |
| Mills Wealth Advisors LLC | Wealth advisor | 175.8K | $6.3M | 2.2% | +5.4% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 167.1K | $6.0M | 0.0% | +15.8% |
| Savant Capital, LLC | Wealth advisor | 164.0K | $5.9M | 0.0% | +123.3% |
| United Wealth Management, LLC | Wealth advisor | 162.4K | $5.8M | 1.4% | +1.8% |
| MONETA GROUP INVESTMENT ADVISORS LLC | Wealth advisor | 158.4K | $5.7M | 0.0% | -2.5% |
| VESTIA PERSONAL WEALTH ADVISORS | Wealth advisor | 167.9K | $5.6M | 2.7% | +10.8% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.