Home › DFEV

Who holds DFEV

DIMENSIONAL ETF TRUST · 60 funds in the latest indexed 13Fs.

Export CSV

FundSharesValue% of portfolio
JONES FINANCIAL COMPANIES LLLP2.9M$120.6M0.0%
Asset Dedication, LLC2.5M$105.4M6.6%
RITHOLTZ WEALTH MANAGEMENT1.5M$62.3M0.9%
Root Financial Partners, LLC1.3M$54.1M2.1%
Vise Technologies, Inc.1.3M$53.8M0.6%
Savant Capital, LLC1.1M$43.9M0.1%
RAYMOND JAMES FINANCIAL INC1.0M$43.7M0.0%
B&D White Capital Company, LLC807.9K$34.5M3.4%
Beacon Pointe Advisors, LLC751.4K$32.1M0.1%
Sensible Money, LLC748.1K$31.9M8.5%
FMR LLC701.7K$29.9M0.0%
True Wealth Design, LLC694.2K$29.6M7.0%
Marquette Asset Management, LLC673.7K$28.7M3.7%
Family Investment Center, Inc.604.1K$25.8M4.3%
Janney Montgomery Scott LLC590.5K$25.2M0.0%
Evanson Financial, LLC579.6K$24.7M1.2%
NorthAvenue LLC538.3K$23.0M16.5%
Cambridge Financial Group, LLC505.9K$21.6M6.8%
Index Fund Advisors, Inc.501.2K$21.4M0.8%
EAGLE WEALTH STRATEGIES LLC483.7K$20.6M7.9%
Alesco Advisors, LLC, An ESL Co467.1K$19.9M0.5%
Strata Wealth Advisors, LLC455.0K$19.4M4.7%
Penserra Capital Management LLC411.6K$17.6M0.1%
ROYAL BANK OF CANADA370.9K$15.8M0.0%
BANK OF AMERICA CORP /DE/347.5K$14.8M0.0%
EP Wealth Advisors, LLC341.3K$14.6M0.1%
Graves Light Lenhart Wealth, Inc.339.4K$14.5M1.4%
Guardian Wealth Management, LLC322.3K$13.8M3.9%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO310.6K$13.3M0.0%
AE Wealth Management LLC275.8K$11.8M0.1%
JANE STREET GROUP, LLC273.4K$11.7M0.0%
Financial Architects, LLC264.1K$11.3M5.4%
Blume Capital Management, Inc.261.2K$11.1M1.6%
SPWM Advisors LLC274.7K$11.0M10.1%
Betterment LLC236.8K$10.1M0.0%
NATIXIS ADVISORS, LLC235.0K$10.0M0.0%
Cerity Partners LLC229.8K$9.8M0.0%
Vestmark Advisory Solutions, Inc.228.1K$9.7M0.1%
Freedom Investment Management, Inc.227.8K$9.7M2.7%
von Borstel & Associates, Inc.223.6K$9.5M2.0%
Cordant, Inc.209.0K$8.9M3.2%
Tortoise Investment Management, LLC199.8K$8.5M0.6%
Mills Wealth Advisors LLC195.4K$8.3M2.6%
DiNuzzo Private Wealth, Inc.192.6K$8.2M0.8%
ENVESTNET ASSET MANAGEMENT INC187.1K$8.0M0.0%
Apella Capital, LLC190.4K$7.8M0.1%
VESTIA PERSONAL WEALTH ADVISORS367.5K$7.7M3.0%
Waverly Advisors, LLC178.7K$7.6M0.0%
MERCER GLOBAL ADVISORS INC /ADV176.9K$7.5M0.0%
Estate Counselors, LLC175.1K$7.5M0.6%
Sterling Financial Planning, Inc.173.2K$7.4M2.0%
United Wealth Management, LLC161.2K$6.9M1.5%
MONETA GROUP INVESTMENT ADVISORS LLC152.2K$6.5M0.0%
Breakwater Capital Group149.8K$6.4M0.8%
Timonier Family Office, LTD.148.9K$6.4M1.8%
SAX WEALTH ADVISORS, LLC176.7K$6.3M0.3%
Versant Capital Management, Inc147.8K$6.3M0.5%
Steward Partners Investment Advisory, LLC145.8K$6.2M0.0%
Creative Planning143.2K$6.1M0.0%
Integrity Advisory Solutions, LLC142.3K$6.1M0.6%
Top Fund Holdings
13F
Top Fund Holdings

What did the whales just file?

Funds
Funds
{{ r.name }}CIK {{ r.cik }}
→
Stocks
Stocks
{{ sm.ticker }} — {{ sm.name }}See who holds it
→
No 13F filers or stocks match “{{ searchQuery }}”. Try a ticker like AAPL or a manager name like Buffett.
{{ searchError }} Refresh and try again, or search a shorter name.

13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.

Most widely searched
Person / Company
Value
{{ f.person }}{{ f.name }}
{{ f.value }}
Most widely held
Ticker
Company
Funds
{{ s.ticker }}
{{ s.name }}
{{ s.holders }}
› {{ activeFund.name }}

{{ activeFund.name }}

Filed {{ activeFund.filedDate }} · {{ activeFund.quarter }}
Portfolio Value{{ activeFund.value }}
Positions{{ activeFund.positions }}
{{ activeFund.errorMsg }}
{{ activeFund.holdingsNoteText }}
{{ activeFund.holdingsViewNote }}

Holdings

Ticker
Company
{{ sortSharesLabel }}
{{ sortShareChgLabel }}
{{ sortValueLabel }}
{{ sortPctLabel }}
{{ sortPriorLabel }}
{{ sortFirstLabel }}
{{ sortPaidLabel }}
{{ sortNowLabel }}
{{ sortEstLabel }}
{{ h.ticker }}
{{ h.company }}
{{ h.shares }}
{{ h.shareChg }}
{{ h.value }}
{{ h.pct }}
{{ h.priorPct }}
{{ h.firstHeld }}
{{ h.estPaid }}
{{ h.priceNow }}
{{ h.estReturn }}
› {{ stockPageQuery }}

Who holds {{ stockPageQuery }}

{{ stockPageSubtitle }}
{{ quote.ticker }} {{ quote.price }} {{ quote.change }} ({{ quote.changePct }}) {{ quote.asOf }} · {{ quote.marketStatus }} · Chart
{{ stockSharesNote }}
{{ stockPageProgressText }}
{{ stockPageError }} Try again in a moment, or search the fund that holds it.

Holders

Fund
{{ sortHoldersSharesLabel }}
{{ sortHoldersValueLabel }}
{{ sortHoldersPctLabel }}
{{ sortHoldersOwnLabel }}
{{ sr.fundName }}
{{ sr.shares }}
{{ sr.value }}
{{ sr.pct }}
{{ sr.ownership }}
No filers found reporting a position in {{ stockPageQuery }}. Try the CUSIP or a different share class.
› › QoQ

{{ activeFund.name }} — Quarter-over-Quarter
{{ g.label }}
Ticker
Company
Shares
Value
{{ compareFromPctLabel }}
{{ compareToPctLabel }}
Change
{{ h.ticker }}
{{ h.company }}
{{ h.detail1 }}
{{ h.detail2 }}
{{ h.pct }}
{{ h.priorPct }}
{{ h.change }}
13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.
Loading {{ quote.name }}