Evensky & Katz LLC’s Dimensional Etf Trust Position
Does Evensky & Katz LLC own Dimensional Etf Trust (DFEM)? Yes — 2.36M shares worth $82M (+4.64% of its 13F portfolio) as of Q1 2026, down from 2.42M shares the prior filed quarter.
Position Value
$82M
Q1 2026
Shares
2.36M
% of Portfolio
+4.64%
Quarters Held
16
currently held
Position History DFEM
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 2.36M | $82M | +4.64% |
| Q4 2025 | 2.42M | $80M | +4.51% |
| Q3 2025 | 2.43M | $78M | +4.52% |
| Q2 2025 | 2.42M | $72M | +4.39% |
| Q1 2025 | 2.44M | $64M | +4.32% |
| Q4 2024 | 2.34M | $61M | +4.00% |
| Q3 2024 | 2.28M | $64M | +4.18% |
| Q2 2024 | 2.20M | $59M | +4.09% |
| Q1 2024 | 2.13M | $54M | +3.82% |
| Q4 2023 | 2.04M | $51M | +3.83% |
| Q3 2023 | 1.98M | $46M | +3.94% |
| Q2 2023 | 2.06M | $50M | +3.76% |
| Q1 2023 | 2.04M | $48M | +3.88% |
| Q4 2022 | 1.79M | $40M | +3.62% |
| Q3 2022 | 332.2K | $7M | +0.80% |
| Q2 2022 | 91.6K | $2M | +0.25% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Evensky & Katz LLC’s full portfolio or all institutional holders of DFEM.