Purchases and Sales Made in Q1 2025 in Dimensional ETF Tr Emerging Mk (DFEV)
This table provides information about the institutional ownership of Dimensional ETF Tr Emerging Mk (DFEV) 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 |
|---|---|---|---|---|---|---|---|
|
Apr 14, 2025
Q1 2025
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
BUY
|
- |
472KNew |
$12M - $13.2M
|
472K
$12.8M
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
22.9K+ 76.9% |
$584K - $641K
|
52.8K
$1.43M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
15.1K+ 32.09% |
$384K - $422K
|
62.1K
$1.68M
|
|
|
Apr 09, 2025
Q1 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
14.2K+ 4.75% |
$362K - $398K
|
314K
$8.53M
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
9.29KNew |
$236K - $260K
|
9.29K
$252K
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
8.81K+ 97.51% |
$224K - $246K
|
17.8K
$484K
|
|
|
Apr 11, 2025
Q1 2025
|
Gemmer Asset Management LLC
|
BUY
|
- |
7.55KNew |
$192K - $211K
|
7.55K
$205K
|
|
|
Apr 10, 2025
Q1 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
6.46K+ 4.3% |
$164K - $180K
|
156K
$4.24M
|
|
|
Apr 11, 2025
Q1 2025
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
958+ 1.06% |
$24.4K - $26.8K
|
91.2K
$2.47M
|
|
|
Apr 07, 2025
Q1 2025
|
Efficient Frontier Advisors LLC
Eastford, CT |
BUY
|
- |
870+ 2.71% |
$22.1K - $24.3K
|
33K
$894K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
329+ 3.51% |
$8.37K - $9.2K
|
9.69K
$263K
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
160+ 12.9% |
$4.07K - $4.47K
|
1.4K
$38K
|
|
|
Apr 14, 2025
Q1 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
96+ 0.79% |
$2.44K - $2.68K
|
12.3K
$333K
|
|
|
Apr 10, 2025
Q1 2025
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-60- 0.45% |
$1.53K - $1.68K
|
13.2K
$358K
|
|
|
Apr 09, 2025
Q1 2025
|
Marquette Asset Management, LLC
|
SELL
|
- |
-241- 0.04% |
$6.13K - $6.74K
|
643K
$17.4M
|
|
|
Apr 10, 2025
Q1 2025
|
Mc Grath & Associates, Inc.
Asheville, NC |
SELL
|
- |
-861- 1.32% |
$21.9K - $24.1K
|
64.5K
$1.75M
|