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 14, 2024
Q1 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-11.2K- 2.6% |
$267K - $292K
|
421K
$10.9M
|
|
|
Apr 17, 2024
Q1 2024
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-12.1K- 8.53% |
$287K - $314K
|
130K
$3.36M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-19.6K- 82.31% |
$467K - $510K
|
4.22K
$110K
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-21.1K- 94.69% |
$502K - $548K
|
1.19K
$30.7K
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-21.1K- 94.69% |
$502K - $548K
|
1.19K
$30.7K
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-23.9K- 85.01% |
$569K - $622K
|
4.22K
$110K
|
|
|
May 03, 2024
Q1 2024
|
Savant Capital, LLC
|
SELL
|
- |
-38.5K- 28.24% |
$914K - $999K
|
97.7K
$2.53M
|
|
|
May 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-69.7K- 35.0% |
$1.65M - $1.81M
|
129K
$3.35M
|
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-85.7K- 31.8% |
$2.04M - $2.23M
|
184K
$4.77M
|
|
|
May 14, 2024
Q1 2024
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
SELL
|
- |
-132K- 88.99% |
$3.13M - $3.43M
|
16.3K
$423K
|
|
|
May 14, 2024
Q1 2024
|
Heritage Financial Services, LLC
|
SELL
|
- |
-1.51M- 89.5% |
$36M - $39.3M
|
178K
$4.61M
|