DFEV · Insider trading · 13F holders · Congress trades
Dimensional ETF Trust (DFEV)
Who is buying and selling DFEV: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 97
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 0
DFEV at a glance
- No open-market insider purchases or sales of DFEV were filed in the last 90 days.
- 97 13F filers hold DFEV among their 50 largest positions, worth $946.7M combined. The biggest bets by portfolio weight are NorthAvenue LLC (16.2%), SPWM Advisors LLC (10.1%) and Sensible Money, LLC (8.5%). In their latest 13Fs, 1 manager opened a new position and 20 added to one.
- No member of Congress has disclosed a trade in DFEV.
DFEV insider trading
No open-market insider purchases or sales of DFEV were filed in the last 90 days.
Who owns DFEV? Hedge funds and superinvestors
97 13F filers hold DFEV among their 50 largest positions, worth $946.7M combined. The biggest bets by portfolio weight are NorthAvenue LLC (16.2%), SPWM Advisors LLC (10.1%) and Sensible Money, LLC (8.5%). In their latest 13Fs, 1 manager opened a new position and 20 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| Asset Dedication, LLCWealth manager | 6.6% | $105.4M | 2,469,715 | -3.3% shares | Q2 2026 |
| Ritholtz Wealth ManagementWealth manager | 0.9% | $62.3M | 1,460,337 | +2.5% shares | Q2 2026 |
| Root Financial Partners, LLCWealth manager | 2.1% | $62.1M | 1,464,631 | +15.5% shares | Q3 2026 |
| Vise Technologies, Inc.Investment manager | 0.5% | $61.8M | 1,458,447 | +15.8% shares | Q3 2026 |
| B&D White Capital Company, LLCWealth manager | 3.4% | $34.5M | 807,853 | +37.5% shares | Q2 2026 |
| Sensible Money, LLCWealth manager | 8.5% | $33.0M | 778,155 | +4.0% shares | Q3 2026 |
| Exencial Wealth Advisors, LLCWealth manager | 0.9% | $29.8M | 832,153 | +23.3% shares | Q1 2026 |
| True Wealth Design, LLCWealth manager | 6.9% | $29.4M | 694,070 | -0.0% shares | Q3 2026 |
| Marquette Asset Management, LLCWealth manager | 3.7% | $28.4M | 670,713 | -0.4% shares | Q3 2026 |
| Family Investment Center, Inc.Wealth manager | 4.3% | $26.2M | 618,208 | +2.3% shares | Q3 2026 |
| Evanson Financial, LLCWealth manager | 1.2% | $24.7M | 583,200 | +0.6% shares | Q3 2026 |
| NorthAvenue LLCWealth manager | 16.2% | $23.0M | 541,622 | +0.6% shares | Q3 2026 |
| Cambridge Financial Group, LLCWealth manager | 6.8% | $21.6M | 505,917 | +0.0% shares | Q3 2026 |
| Index Fund Advisors, Inc.Wealth manager | 0.8% | $21.4M | 501,178 | +2.6% shares | Q2 2026 |
| Evanson Asset Management, LLCAsset manager | 1.1% | $20.9M | 585,452 | +6.2% shares | Q1 2026 |
| Alesco Advisors, LLC, An ESL CoInstitutional asset manager | 0.5% | $19.9M | 467,149 | +4.3% shares | Q2 2026 |
| Strata Wealth Advisors, LLCWealth manager | 4.6% | $19.8M | 466,305 | +2.5% shares | Q3 2026 |
| Eagle Wealth Strategies LLCWealth manager | 7.5% | $19.7M | 464,151 | -4.0% shares | Q3 2026 |
| Graves Light Lenhart Wealth, Inc.Wealth manager | 1.3% | $14.1M | 332,966 | -1.9% shares | Q3 2026 |
| Guardian Wealth Management, LLCWealth manager | 3.7% | $13.1M | 310,078 | -3.8% shares | Q3 2026 |
| Opes Wealth Management LLCWealth manager | 2.0% | $11.8M | 329,925 | -0.2% shares | Q1 2026 |
| Financial Architects, LLCWealth manager | 5.7% | $11.1M | 262,320 | -0.7% shares | Q3 2026 |
| SPWM Advisors LLCWealth manager | 10.1% | $11.0M | 274,653 | +0.8% shares | Q2 2026 |
| Blume Capital Management, Inc.Wealth manager | 1.6% | $11.0M | 258,297 | -1.1% shares | Q3 2026 |
| Freedom Investment Management, Inc.Wealth manager | 2.7% | $9.7M | 227,828 | -11.5% shares | Q2 2026 |
| von Borstel & Associates, Inc.Wealth manager | 2.0% | $9.5M | 223,617 | -3.5% shares | Q2 2026 |
| Vestia Personal Wealth AdvisorsWealth manager | 3.4% | $9.0M | 213,148 | -42.0% shares | Q3 2026 |
| Mills Wealth Advisors LLCWealth manager | 2.8% | $9.0M | 211,575 | +8.3% shares | Q3 2026 |
| Cordant, Inc.Investment manager | 3.2% | $8.9M | 208,986 | -0.0% shares | Q2 2026 |
| Tortoise Investment Management, LLCWealth manager | 0.6% | $8.5M | 199,815 | — | Q2 2026 |
The 30 largest of 97 positions, by value. Each manager counts with its latest 13F (Q3 2026: 51, Q2 2026: 41, Q1 2026: 5). Screen DFEV in the grand portfolio →
DFEV stock trades by members of Congress
No member of Congress has disclosed a trade in DFEV.
DFEV questions and answers
Are insiders buying DFEV stock?
No open-market insider purchases or sales of DFEV were filed in the last 90 days.
Which hedge funds own DFEV?
97 13F filers hold DFEV among their 50 largest positions, worth $946.7M combined. The biggest bets by portfolio weight are NorthAvenue LLC (16.2%), SPWM Advisors LLC (10.1%) and Sensible Money, LLC (8.5%). In their latest 13Fs, 1 manager opened a new position and 20 added to one.
Has Congress traded DFEV?
No member of Congress has disclosed a trade in DFEV.
Who is the largest holder of DFEV?
Among 13F filers, Asset Dedication, LLC reports the largest DFEV position, $105.4M (2,469,715 shares) in its Q2 2026 13F. The biggest bet by portfolio weight is NorthAvenue LLC's: 16.2% of its portfolio.
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