Purchases and Sales Made in Q1 2023 in Dimensional ETF Tr Emerging Mk (DFEV)
This table provides information about the institutional ownership of Dimensional ETF Tr Emerging Mk (DFEV) during Q1 2023. 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 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
4.17K+ 6.49% |
$93.5K - $102K
|
68.5K
$1.78M
|
|
|
May 15, 2023
Q1 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
3.93KNew |
$88.1K - $96.4K
|
3.93K
$102K
|
|
|
May 15, 2023
Q1 2023
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
3.77KNew |
$84.5K - $92.5K
|
3.77K
$97.9K
|
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.75KNew |
$83.9K - $91.8K
|
3.75K
$97.1K
|
|
|
Apr 10, 2023
Q1 2023
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
3.62K+ 4.89% |
$81K - $88.6K
|
77.5K
$2.01M
|
|
|
May 15, 2023
Q1 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
3.33K+ 7.18% |
$74.7K - $81.7K
|
49.7K
$1.29M
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.12K+ 500.16% |
$69.9K - $76.5K
|
3.75K
$97.1K
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2.88KNew |
$64.4K - $70.5K
|
2.88K
$74.6K
|
|
|
Apr 26, 2023
Q1 2023
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
2.7K+ 4.1% |
$60.5K - $66.3K
|
68.6K
$1.78M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.52K+ 6.46% |
$56.5K - $61.9K
|
41.6K
$1.08M
|
|
|
Apr 26, 2023
Q1 2023
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
2.05K+ 5.81% |
$45.9K - $50.2K
|
37.3K
$968K
|
|
|
May 09, 2023
Q1 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
1.89K+ 19.04% |
$42.3K - $46.3K
|
11.8K
$307K
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.74K+ 13.97% |
$38.9K - $42.6K
|
14.2K
$368K
|
|
|
May 04, 2023
Q1 2023
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
1.1KNew |
$24.6K - $26.9K
|
1.1K
$28.5K
|
|
|
May 04, 2023
Q1 2023
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
954+ 481.82% |
$21.4K - $23.4K
|
1.15K
$29.9K
|
|
|
Apr 25, 2023
Q1 2023
|
Applied Capital LLC
|
BUY
|
- |
939+ 1.71% |
$21K - $23K
|
55.7K
$1.45M
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
753+ 6.95% |
$16.9K - $18.5K
|
11.6K
$301K
|
|
|
May 08, 2023
Q1 2023
|
Phillips Financial Management, LLC
|
BUY
|
- |
615New |
$13.8K - $15.1K
|
615
$16K
|
|
|
Jun 20, 2023
Q1 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
332New |
$7.44K - $8.14K
|
332
$8.61K
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
80New |
$1.79K - $1.96K
|
80
$2.08K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 14, 2023
Q1 2023
|
Unison Advisors LLC
|
SELL
|
- |
-86- 0.3% |
$1.93K - $2.11K
|
28.5K
$739K
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.71K- 15.12% |
$38.3K - $41.9K
|
9.59K
$249K
|
|
|
May 15, 2023
Q1 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-2.62K- 9.66% |
$58.7K - $64.2K
|
24.5K
$636K
|
|
|
May 05, 2023
Q1 2023
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-3.2K- 15.77% |
$71.8K - $78.6K
|
17.1K
$444K
|
|
|
Apr 13, 2023
Q1 2023
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-5.05K- 5.61% |
$113K - $124K
|
85K
$2.2M
|
|
|
May 05, 2023
Q1 2023
|
Triad Financial Advisors, Inc.
Greensboro, NC |
SELL
|
- |
-5.42K- 18.06% |
$121K - $133K
|
24.6K
$637K
|
|
|
May 05, 2023
Q1 2023
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-11.5K- 2.27% |
$258K - $282K
|
496K
$12.9M
|
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-31.1K- 14.28% |
$697K - $763K
|
187K
$4.85M
|
|
|
May 12, 2023
Q1 2023
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-44K- 31.87% |
$986K - $1.08M
|
94.1K
$2.44M
|
|
|
May 01, 2024
Q1 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-86K- 38.12% |
$1.93M - $2.11M
|
140K
$3.62M
|
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-185K- 75.84% |
$4.15M - $4.54M
|
59K
$1.53M
|