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 22, 2025
Q1 2025
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
8.2K+ 22.97% |
$209K - $229K
|
43.9K
$1.27M
|
|
|
Apr 30, 2025
Q1 2025
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
7.76K+ 35.08% |
$197K - $217K
|
29.9K
$867K
|
|
|
Apr 22, 2025
Q1 2025
|
First Financial Group Corp
Raleigh, NC |
BUY
|
- |
7.58KNew |
$193K - $212K
|
7.58K
$220K
|
|
|
Apr 11, 2025
Q1 2025
|
Gemmer Asset Management LLC
|
BUY
|
- |
7.55KNew |
$192K - $211K
|
7.55K
$219K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
7.51KNew |
$191K - $210K
|
7.51K
$218K
|
|
|
Apr 21, 2025
Q1 2025
|
White Wing Wealth Management
The Wodlands, TX |
BUY
|
- |
7.4K+ 11.1% |
$188K - $207K
|
74.1K
$2.15M
|
|
|
Apr 29, 2025
Q1 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
7.09KNew |
$180K - $198K
|
7.09K
$206K
|
|
|
Apr 10, 2025
Q1 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
6.46K+ 4.3% |
$164K - $180K
|
156K
$4.54M
|
|
|
May 13, 2025
Q1 2025
|
Landing Point Financial Group, LLC
Avon, OH |
BUY
|
- |
6.29K+ 67.46% |
$160K - $176K
|
15.6K
$454K
|
|
|
May 07, 2025
Q1 2025
|
Schubert & CO
|
BUY
|
- |
5.98K+ 21.13% |
$152K - $167K
|
34.3K
$996K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Architects, LLC
Woodstock, GA |
BUY
|
- |
5.69K+ 2.29% |
$145K - $159K
|
254K
$7.37M
|
|
|
May 02, 2025
Q1 2025
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
5.51K+ 6.82% |
$140K - $154K
|
86.4K
$2.51M
|
|
|
May 02, 2025
Q1 2025
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
5.03K+ 6.55% |
$128K - $140K
|
81.8K
$2.37M
|
|
|
Apr 23, 2025
Q1 2025
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
4.85K+ 2.83% |
$123K - $136K
|
176K
$5.11M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
4.81K+ 62.47% |
$122K - $135K
|
12.5K
$363K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
4.61K+ 21.6% |
$117K - $129K
|
25.9K
$753K
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
4.42K+ 86.16% |
$112K - $124K
|
9.55K
$277K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
4.16K+ 9.51% |
$106K - $116K
|
47.9K
$1.39M
|
|
|
Jun 06, 2025
Q1 2025
|
Blue Oak Capital, LLC
Menlo Park, CA |
BUY
|
- |
3.68K+ 4.74% |
$93.6K - $103K
|
81.4K
$2.36M
|
|
|
May 06, 2025
Q1 2025
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
3.62K+ 6.55% |
$92.1K - $101K
|
58.9K
$1.71M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
3.53K+ 3.91% |
$89.8K - $98.6K
|
93.8K
$2.72M
|
|
|
May 09, 2025
Q1 2025
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
3.39K+ 8.3% |
$86.3K - $94.8K
|
44.2K
$1.28M
|
|
|
May 02, 2025
Q1 2025
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
3.12K+ 23.77% |
$79.4K - $87.3K
|
16.3K
$472K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Advisors Northwest LLC
Portland, OR |
BUY
|
- |
2.56K+ 3.19% |
$65.1K - $71.5K
|
82.6K
$2.4M
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
2.51K+ 2.1% |
$63.7K - $70K
|
122K
$3.53M
|
|
|
Apr 30, 2025
Q1 2025
|
Astra Wealth Partners LLC
Jersey City, NJ |
BUY
|
- |
2.49K+ 3.1% |
$63.2K - $69.5K
|
82.7K
$2.4M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
2.34K+ 170.04% |
$59.5K - $65.3K
|
3.71K
$108K
|
|
|
Apr 25, 2025
Q1 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
2.16K+ 1.0% |
$55.1K - $60.5K
|
219K
$6.37M
|
|
|
May 15, 2025
Q1 2025
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
1.76K+ 9.54% |
$44.9K - $49.3K
|
20.3K
$588K
|
|
|
May 13, 2025
Q1 2025
|
American Investment Services, Inc.
|
BUY
|
- |
1.47K+ 14.36% |
$37.3K - $41K
|
11.7K
$339K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
1.41KNew |
$35.8K - $39.3K
|
1.41K
$40.8K
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.36K+ 19.45% |
$34.6K - $38K
|
8.36K
$243K
|
|
|
Apr 24, 2025
Q1 2025
|
Grunden Financial Advisory, Inc.
Denton, TX |
BUY
|
- |
1.32K+ 5.33% |
$33.6K - $36.9K
|
26.1K
$758K
|
|
|
Apr 15, 2025
Q1 2025
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
1.27K+ 8.39% |
$32.3K - $35.4K
|
16.4K
$476K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.22K+ 28.38% |
$30.9K - $34K
|
5.5K
$160K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
1.07K+ 0.42% |
$27.1K - $29.8K
|
253K
$7.35M
|
|
|
Apr 11, 2025
Q1 2025
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
958+ 1.06% |
$24.4K - $26.8K
|
91.2K
$2.65M
|
|
|
Apr 07, 2025
Q1 2025
|
Efficient Frontier Advisors LLC
Eastford, CT |
BUY
|
- |
870+ 2.71% |
$22.1K - $24.3K
|
33K
$957K
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
823New |
$20.9K - $23K
|
823
$23.9K
|
|
|
Apr 22, 2025
Q1 2025
|
Applied Capital LLC
|
BUY
|
- |
766+ 1.26% |
$19.5K - $21.4K
|
61.4K
$1.78M
|
|
|
Apr 25, 2025
Q1 2025
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
697+ 1.32% |
$17.7K - $19.5K
|
53.3K
$1.55M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
655+ 6.62% |
$16.7K - $18.3K
|
10.5K
$306K
|
|
|
May 13, 2025
Q1 2025
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
623New |
$15.8K - $17.4K
|
623
$18.1K
|
|
|
May 01, 2025
Q1 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
577+ 6.9% |
$14.7K - $16.1K
|
8.93K
$259K
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
567+ 2.02% |
$14.4K - $15.8K
|
28.7K
$833K
|
|
|
Apr 30, 2025
Q1 2025
|
Phillips Financial Management, LLC
|
BUY
|
- |
536+ 10.77% |
$13.6K - $15K
|
5.52K
$160K
|
|
|
May 14, 2025
Q1 2025
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
535New |
$13.6K - $15K
|
535
$15.5K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
390New |
$9.92K - $10.9K
|
390
$11.3K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
329+ 3.51% |
$8.37K - $9.2K
|
9.69K
$281K
|
|
|
May 14, 2025
Q1 2025
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
300+ 2.46% |
$7.63K - $8.39K
|
12.5K
$363K
|