Purchases and Sales Made in Q1 2024 in Dimensional ETF Tr Emerging Mk (DFEV)
This table provides information about the institutional ownership of Dimensional ETF Tr Emerging Mk (DFEV) during Q1 2024. 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 13, 2024
Q1 2024
|
Schubert & CO
|
BUY
|
- |
4.43K+ 51.04% |
$105K - $115K
|
13.1K
$340K
|
|
|
Apr 16, 2024
Q1 2024
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
4.36K+ 51.19% |
$103K - $113K
|
12.9K
$334K
|
|
|
Apr 25, 2024
Q1 2024
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
4.02K+ 31.75% |
$95.4K - $104K
|
16.7K
$432K
|
|
|
Apr 11, 2024
Q1 2024
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
3.56K+ 4.04% |
$84.5K - $92.3K
|
91.7K
$2.38M
|
|
|
Apr 18, 2024
Q1 2024
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
3.22K+ 3.46% |
$76.5K - $83.6K
|
96.3K
$2.5M
|
|
|
Apr 09, 2024
Q1 2024
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
2.68K+ 4.78% |
$63.7K - $69.7K
|
58.8K
$1.52M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.73K+ 7.03% |
$41.2K - $45K
|
26.4K
$684K
|
|
|
Apr 29, 2024
Q1 2024
|
Grunden Financial Advisory, Inc.
Denton, TX |
BUY
|
- |
1.59K+ 13.68% |
$37.7K - $41.2K
|
13.2K
$342K
|
|
|
May 07, 2024
Q1 2024
|
Tranquility Partners, LLC
|
BUY
|
- |
1.5K+ 12.08% |
$35.6K - $39K
|
13.9K
$361K
|
|
|
May 07, 2024
Q1 2024
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
1.46K+ 11.65% |
$34.8K - $38K
|
14K
$364K
|
|
|
May 08, 2024
Q1 2024
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
1.33K+ 2.67% |
$31.6K - $34.5K
|
51.1K
$1.32M
|
|
|
Apr 23, 2024
Q1 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
1.22K+ 53.03% |
$29.1K - $31.8K
|
3.53K
$91.6K
|
|
|
May 06, 2024
Q1 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
1.22K+ 0.58% |
$29.1K - $31.8K
|
212K
$5.49M
|
|
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.03K+ 1.92% |
$24.5K - $26.7K
|
54.6K
$1.42M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
552+ 2.5% |
$13.1K - $14.3K
|
22.6K
$586K
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
438New |
$10.4K - $11.4K
|
438
$11.4K
|
|
|
May 14, 2024
Q1 2024
|
Old Mission Capital LLC
|
BUY
|
- |
437+ 0.82% |
$10.4K - $11.3K
|
54K
$1.4M
|
|
|
Apr 18, 2024
Q1 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
304+ 30.13% |
$7.22K - $7.89K
|
1.31K
$34.1K
|
|
|
Apr 16, 2024
Q1 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
296+ 1.73% |
$7.03K - $7.69K
|
17.4K
$451K
|
|
|
Apr 03, 2024
Q1 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
291+ 149.23% |
$6.91K - $7.56K
|
486
$12.6K
|
|
|
May 13, 2024
Q1 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
289New |
$6.87K - $7.51K
|
289
$7.5K
|
|
|
May 07, 2024
Q1 2024
|
Retirement Solution Inc.
|
BUY
|
- |
286+ 0.27% |
$6.8K - $7.43K
|
105K
$2.71M
|
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
79+ 17.95% |
$1.88K - $2.05K
|
519
$13.5K
|
|
|
Apr 29, 2024
Q1 2024
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
47+ 3.35% |
$1.12K - $1.22K
|
1.45K
$37.6K
|
|
|
Apr 05, 2024
Q1 2024
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
25+ 0.03% |
$594 - $649
|
74.6K
$1.94M
|
|
|
Apr 25, 2024
Q1 2024
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
BUY
|
- |
14+ 0.1% |
$333 - $364
|
14.3K
$371K
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
9+ 0.11% |
$214 - $234
|
8.4K
$218K
|
|
|
Apr 10, 2024
Q1 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
5+ 0.11% |
$119 - $130
|
4.61K
$119K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-29- 2.04% |
$689 - $753
|
1.39K
$36.1K
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-191- 1.66% |
$4.54K - $4.96K
|
11.3K
$294K
|
|
|
Apr 23, 2024
Q1 2024
|
Applied Capital LLC
|
SELL
|
- |
-256- 0.44% |
$6.08K - $6.65K
|
57.3K
$1.49M
|
|
|
May 15, 2024
Q1 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-271- 52.12% |
$6.44K - $7.04K
|
249
$6.46K
|
|
|
May 15, 2024
Q1 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-360- 7.4% |
$8.55K - $9.35K
|
4.51K
$117K
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
SELL
|
- |
-369- 0.27% |
$8.77K - $9.58K
|
138K
$3.58M
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-489- 1.43% |
$11.6K - $12.7K
|
33.7K
$875K
|
|
|
May 02, 2024
Q1 2024
|
En Rich Financial Partners LLC
Madison, WI |
SELL
|
- |
-573- 1.05% |
$13.6K - $14.9K
|
53.8K
$1.4M
|
|
|
Apr 24, 2024
Q1 2024
|
Oceanside Advisors LLC
Mount Pleasant, SC |
SELL
|
- |
-590- 2.01% |
$14K - $15.3K
|
28.7K
$745K
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-713- 69.09% |
$16.9K - $18.5K
|
319
$8.27K
|
|
|
May 09, 2024
Q1 2024
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-771- 8.37% |
$18.3K - $20K
|
8.44K
$219K
|
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-800- 7.85% |
$19K - $20.8K
|
9.39K
$244K
|
|
|
May 02, 2024
Q1 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
SELL
|
- |
-1.6K- 19.37% |
$38K - $41.6K
|
6.67K
$173K
|
|
|
Apr 17, 2024
Q1 2024
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-1.62K- 11.82% |
$38.4K - $42K
|
12.1K
$313K
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.35K- 47.09% |
$55.7K - $60.9K
|
2.64K
$68.4K
|
|
|
May 02, 2024
Q1 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-2.44K- 0.74% |
$58.1K - $63.5K
|
329K
$8.53M
|
|
|
Apr 12, 2024
Q1 2024
|
Unison Advisors LLC
|
SELL
|
- |
-2.97K- 11.26% |
$70.6K - $77.1K
|
23.4K
$607K
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-3.44K- 0.74% |
$81.8K - $89.4K
|
461K
$12M
|
|
|
Apr 15, 2024
Q1 2024
|
Allen Capital Group, LLC
|
SELL
|
- |
-3.85K- 17.89% |
$91.4K - $99.9K
|
17.7K
$458K
|
|
|
Apr 26, 2024
Q1 2024
|
Rcs Financial Planning, LLC
Annapolis, MD |
SELL
|
- |
-5.84K- 12.82% |
$139K - $152K
|
39.7K
$1.03M
|
|
|
May 14, 2024
Q1 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-10.6K- 22.79% |
$251K - $274K
|
35.8K
$928K
|