Purchases and Sales Made in Q1 2025 in Dimensional ETF Tr Emerging Mk (DEHP)
This table provides information about the institutional ownership of Dimensional ETF Tr Emerging Mk (DEHP) during Q1 2025. The information is specifically focused on institutions that hold shares of DIMENSIONAL ETF TR EMERGING MK.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
104KNew |
$2.52M - $2.72M
|
104K
$2.77M
|
|
Apr 29, 2025
Q1 2025
|
Von Borstel & Associates, Inc.
The Dalles, OR |
BUY
|
- |
60K+ 29.94% |
$1.46M - $1.57M
|
260K
$6.94M
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
59.7K+ 25.69% |
$1.45M - $1.57M
|
292K
$7.79M
|
|
May 06, 2025
Q1 2025
|
Unison Advisors LLC
|
BUY
|
- |
48.9K+ 4.03% |
$1.19M - $1.28M
|
1.26M
$33.7M
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
41.5K+ 82.46% |
$1.01M - $1.09M
|
91.9K
$2.45M
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
36.7KNew |
$891K - $962K
|
36.7K
$979K
|
|
May 01, 2025
Q1 2025
|
United Wealth Management, LLC
Charlottesville, VA |
BUY
|
- |
27.9K+ 21.54% |
$678K - $732K
|
158K
$4.2M
|
|
May 13, 2025
Q1 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
22.8K+ 11.75% |
$554K - $598K
|
217K
$5.78M
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
21.4K+ 121.51% |
$520K - $561K
|
39K
$1.04M
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
16.1KNew |
$390K - $421K
|
16.1K
$428K
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
15.9K+ 65.05% |
$387K - $417K
|
40.4K
$1.08M
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
15.5K+ 29.08% |
$377K - $407K
|
69K
$1.84M
|
|
May 12, 2025
Q1 2025
|
Austin Private Wealth, LLC
|
BUY
|
- |
12.3KNew |
$300K - $323K
|
12.3K
$329K
|
|
Apr 25, 2025
Q1 2025
|
Sollinda Capital Management LLC
Hickory, NC |
BUY
|
- |
11KNew |
$266K - $288K
|
11K
$293K
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
8.78KNew |
$213K - $230K
|
8.78K
$234K
|
|
May 14, 2025
Q1 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
8.15K+ 22.95% |
$198K - $214K
|
43.7K
$1.16M
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
7.94K+ 16.51% |
$193K - $208K
|
56K
$1.49M
|
|
May 06, 2025
Q1 2025
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
7.27K+ 351.18% |
$176K - $190K
|
9.34K
$249K
|
|
May 13, 2025
Q1 2025
|
Tableaux LLC
Stockbridge, MA |
BUY
|
- |
6.84K+ 17.29% |
$166K - $179K
|
46.4K
$1.24M
|
|
May 07, 2025
Q1 2025
|
Schubert & CO
|
BUY
|
- |
6.52K+ 17.79% |
$158K - $171K
|
43.2K
$1.15M
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
5.2K+ 4.12% |
$126K - $136K
|
132K
$3.51M
|
|
Apr 16, 2025
Q1 2025
|
Wealth Advisors Northwest LLC
Portland, OR |
BUY
|
- |
4.83K+ 5.99% |
$117K - $127K
|
85.6K
$2.28M
|
|
May 09, 2025
Q1 2025
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
4.12K+ 35.46% |
$99.9K - $108K
|
15.7K
$419K
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
4.02K+ 3.08% |
$97.6K - $105K
|
135K
$3.59M
|
|
May 06, 2025
Q1 2025
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
3.83K+ 7.02% |
$93K - $100K
|
58.4K
$1.56M
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
3.59K+ 3.05% |
$87K - $93.9K
|
121K
$3.23M
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
3.02K+ 103.71% |
$73.2K - $79K
|
5.93K
$158K
|
|
May 05, 2025
Q1 2025
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
2.83K+ 5.61% |
$68.8K - $74.3K
|
53.4K
$1.42M
|
|
Apr 25, 2025
Q1 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
2.55K+ 1.13% |
$62K - $66.9K
|
228K
$6.08M
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
2.49K+ 13.87% |
$60.3K - $65.1K
|
20.4K
$544K
|
|
Apr 29, 2025
Q1 2025
|
Mills Wealth Advisors LLC
Southlake, TX |
BUY
|
- |
2.43K+ 6.3% |
$59K - $63.7K
|
41.1K
$1.09M
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.25K+ 17.63% |
$54.5K - $58.8K
|
15K
$399K
|
|
May 07, 2025
Q1 2025
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
1.93K+ 2.23% |
$46.8K - $50.5K
|
88.4K
$2.36M
|
|
Apr 15, 2025
Q1 2025
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
1.5K+ 8.49% |
$36.5K - $39.4K
|
19.2K
$512K
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.45K+ 19.63% |
$35.2K - $38K
|
8.84K
$236K
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
1.28K+ 10.97% |
$31.1K - $33.6K
|
13K
$346K
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
1.07K+ 19.7% |
$25.9K - $28K
|
6.5K
$173K
|
|
Apr 22, 2025
Q1 2025
|
Applied Capital LLC
|
BUY
|
- |
886+ 1.29% |
$21.5K - $23.2K
|
69.6K
$1.85M
|
|
May 01, 2025
Q1 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
581+ 6.31% |
$14.1K - $15.2K
|
9.78K
$261K
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
420+ 1.32% |
$10.2K - $11K
|
32.3K
$861K
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
370+ 1.1% |
$8.98K - $9.69K
|
33.9K
$903K
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
256+ 0.22% |
$6.21K - $6.71K
|
119K
$3.17M
|
|
Apr 21, 2025
Q1 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
208+ 0.51% |
$5.05K - $5.45K
|
40.6K
$1.08M
|
|
Apr 29, 2025
Q1 2025
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
177+ 1.23% |
$4.3K - $4.64K
|
14.6K
$389K
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
34+ 0.11% |
$825 - $891
|
31.3K
$835K
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
7+ 10.94% |
$170 - $183
|
71
$1.89K
|
|
Apr 15, 2025
Q1 2025
|
Vestment Financial LLC
Chanhassen, MN |
BUY
|
- |
1+ 0.01% |
$24.3 - $26.2
|
10.5K
$279K
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
1+ 0.06% |
$24.3 - $26.2
|
1.78K
$47.4K
|
|
May 05, 2025
Q1 2025
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
1+ 0.06% |
$24.3 - $26.2
|
1.77K
$47.2K
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|