Explore more topics
Public ownership evidence

Dimensional Emerging Markets Value ETF (DFEV) Ownership Disclosures

Read DFEV insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-11-07T14:03:26.246Z

Jump to a section

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

Show the table · 0 rows, 6 columns

Scroll sideways to compare all columns. Select a heading to sort.

No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

Show the table · 50 rows, 6 columns

Scroll sideways to compare all columns. Select a heading to sort.

Corient Private Wealth LP2026-06-302026-08-28104,468$4,457,328None
Principia Wealth Advisory, LLC2026-06-302026-08-272,140$91,308None
Principia Wealth Advisory, LLC2026-03-312026-08-271,880$67,266None
Rehmann Capital Advisory Group2026-06-302026-08-2110,819$461,615None
Bullock Wealth Management Group2026-06-302026-08-20555$23,049None
Archer Investment Corp2026-06-302026-08-20139$5,927None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-20176,860$7,546,079None
Beacon Pointe Advisors, LLC2026-06-302026-08-19751,387$32,059,501None
E-Wealth Partners, LLC2026-06-302026-08-1814,000$597,339None
SwitchPoint Financial Planning, LLC2026-06-302026-08-1813,697$584,411None
Corient Private Wealth LP2026-06-302026-08-18104,468$4,457,328None
Equitable Holdings, Inc.2026-06-302026-08-185,570$237,653None
Glen Eagle Advisors, LLC2026-06-302026-08-154,960$211,629None
Viaable, LLC2026-06-302026-08-1567,231$2,792,122None
Vantage Point Financial LLC2026-06-302026-08-1550,509$2,155,074None
Mission Hills Financial Advisory, LLC2026-06-302026-08-1512,232$521,917None
Daner Wealth Management, LLC2026-06-302026-08-1513,635$571,724None
O'ROURKE & COMPANY, Inc2026-06-302026-08-156,132$261,635None
NCM Capital Management, LLC2026-06-302026-08-1517,100$729,607None
MONOGRAPH WEALTH ADVISORS, LLC2026-06-302026-08-1534,685$1,479,908None
IFG Advisory, LLC2026-06-302026-08-151,054$44,971None
OSAIC HOLDINGS, INC.2026-06-302026-08-152,449$104,486None
OSAIC HOLDINGS, INC.2026-06-302026-08-159,895$422,197None
OSAIC HOLDINGS, INC.2026-06-302026-08-1560,619$2,588,198None
Betterment LLC2026-06-302026-08-15236,809$10,105,000None
JANE STREET GROUP, LLC2026-06-302026-08-15273,436$11,666,721None
Orion Porfolio Solutions, LLC2026-06-302026-08-1547,025$2,006,420None
Ancora Advisors LLC2026-06-302026-08-153,033$129,409None
Medallion Wealth Advisors, LLC2026-06-302026-08-155,549$236,750None
Xcelsior Advisor Partners LLC2026-06-302026-08-158,355$356,492None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-1589$3,797None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-1548$2,011None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15300$12,800None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15585$24,960None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-1576$3,243None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15130$5,547None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15195$8,320None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-1518$768None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15801$34,176None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15122$5,205None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-1526$1,109None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-1565$2,773None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-1570$2,987None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-1518$768None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-1510$427None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-1517$725None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-1537$1,579None
Tandem Financial, LLC2026-06-302026-08-1520,290$865,716None
CARDIFF PARK ADVISORS, LLC2026-06-302026-08-1551,814$2,210,767None
ELEVATE WEALTH ADVISORY, INC2026-06-302026-08-153,618$154,370None

90-day public filing window, up to 50 source positions.

Corient Private Wealth LP ↗Principia Wealth Advisory, LLC ↗Principia Wealth Advisory, LLC ↗Rehmann Capital Advisory Group ↗Bullock Wealth Management Group ↗Archer Investment Corp ↗MERCER GLOBAL ADVISORS INC /ADV ↗Beacon Pointe Advisors, LLC ↗E-Wealth Partners, LLC ↗SwitchPoint Financial Planning, LLC ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

Show the table · 0 rows, 5 columns

Scroll sideways to compare all columns. Select a heading to sort.

No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.