DIMENSIONAL ETF TRUST

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DFEV·25434V740·US·ETF-13D/G

DFEV (DIMENSIONAL ETF TRUST) is held by 62 institutional investors as of Q2 2026. Largest holders: JONES FINANCIAL COMPANIES LLLP ($120.6M), Savant Capital, LLC ($43.9M), RAYMOND JAMES FINANCIAL INC ($43.7M). Net institutional sentiment: Bullish.

62

Holders

(9 Elite)

$520.5M

Total Value

70% (61)

Consensus

43 buying - 18 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

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Institutional (13F)41

Insider (Form 4)63

Activist (13D/13G)45

Congressional (STOCK Act)73

Holder Quality

54

★★★★★

Elite

72

★★★★

Strong

62

★★★

Solid

20

★★

Below

57

★

Weak

Held by 62 funds

9 elite

Who's Trading

Source dates: Price Oct 13, 2026 · Insiders none · Activists May 7, 2025 · Congress none

ActivistFMR LLC2.6%May 7, 2025

View all activist filings

Top Holders

Top Holders (62)History

AllNewIncreasedHeldDecreasedExitedFirst report

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
JONES FINANCIAL COMPANIES LLLP	Increased	2.9M(+40.1%)	$120.6M	0.0%	+25.40%	40
Savant Capital, LLC	Increased	1.1M(+545.1%)	$43.9M	0.1%	+4.69%	56
RAYMOND JAMES FINANCIAL INC	Increased	1M(+3.8%)	$43.7M	0.0%	+57.69%	30
HighTower Advisors, LLC	Increased	978,026(+2.5%)	$41.7M	0.0%	+53.70%	30
Beacon Pointe Advisors, LLC	Increased	751,387(+24.0%)	$32.1M	0.1%	+61.28%	42
FMR LLC	Decreased	701,652(-4.4%)	$29.9M	0.0%	+63.28%	0
ROYAL BANK OF CANADA	Increased	370,885(+21.4%)	$15.8M	0.0%	+23.48%	34
BANK OF AMERICA CORP /DE/	Increased	347,527(+153.1%)	$14.8M	0.0%	+12.84%	45
EP Wealth Advisors, LLC	Increased	341,314(+2033.9%)	$14.6M	0.1%	+2.05%	45
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	Increased	310,644(+5234.8%)	$13.3M	0.0%	+0.45%	45
AE Wealth Management LLC	Increased	275,843(+0.2%)	$11.8M	0.1%	+80.98%	28
JANE STREET GROUP, LLC	New	273,436	$11.7M	0.0%	+0.10%	39
Cerity Partners LLC	Increased	229,792(+1056.0%)	$9.8M	0.0%	+1.70%	45
ENVESTNET ASSET MANAGEMENT INC	Increased	187,074(+12.0%)	$8M	0.0%	+56.73%	31
WAWaverly Advisors, LLC	Decreased	178,657(-4.6%)	$7.6M	0.0%	+63.21%	0
MGMERCER GLOBAL ADVISORS INC /ADV	Increased	176,860(+32.2%)	$7.5M	0.0%	+14.48%	35
MONETA GROUP INVESTMENT ADVISORS LLC	Decreased	152,178(-3.9%)	$6.5M	0.0%	+35.31%	0
Steward Partners Investment Advisory, LLC	Increased	145,847(+30.8%)	$6.2M	0.0%	+41.20%	34
Creative Planning	Increased	143,196(+2.3%)	$6.1M	0.0%	+32.53%	28
TRUIST FINANCIAL CORP	Increased	137,162(+12.8%)	$5.9M	0.0%	+61.69%	31

Showing 1-20 of 63

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DFEVDIMENSIONAL ETF TRUST

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Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer