DFEV: Dimensional Etf Trust insider trading, 5% holders and institutional ownership

From public SEC filings: open-market insider purchases and sales (Form 4, last 180 days), holders of 5% or more (Schedules 13D and 13G) and institutional ownership (Form 13F). Insider and 5% data delayed 48 hours.

Insider trading

0 open-market buys totaling - and 0 sales totaling - in the last 180 days.

Institutional ownership (Q2 2026)

292 institutions reported holding $1.47B of Dimensional Etf Trust on Form 13F (272 the quarter before). 36 opened a new position and 12 sold out. Shares held by institutions: +16%.

Largest holdersSharesValue
JONES FINANCIAL COMPANIES LLLP2,878,443$120.58M
Asset Dedication, LLC2,469,715$105.38M
RITHOLTZ WEALTH MANAGEMENT1,460,337$62.31M
Root Financial Partners, LLC1,268,143$54.11M
Vise Technologies, Inc.1,259,797$53.75M
Savant Capital, LLC1,058,000$43.93M
RAYMOND JAMES FINANCIAL INC1,025,227$43.74M
HighTower Advisors, LLC978,026$41.73M
B&D White Capital Company, LLC807,853$34.47M
Beacon Pointe Advisors, LLC751,387$32.06M

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