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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-13.3K- 8.08% |
$338K - $372K
|
151K
$4.39M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-20.4K- 13.43% |
$518K - $569K
|
131K
$3.81M
|
|
|
Apr 24, 2025
Q1 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
SELL
|
- |
-33.2K- 8.02% |
$845K - $928K
|
381K
$11.1M
|
|
|
May 14, 2025
Q1 2025
|
Heritage Financial Services, LLC
|
SELL
|
- |
-39.9K- 31.3% |
$1.01M - $1.11M
|
87.5K
$2.54M
|
|
|
May 12, 2025
Q1 2025
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-43.4K- 17.17% |
$1.11M - $1.21M
|
210K
$6.08M
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-49.2K- 51.96% |
$1.25M - $1.38M
|
45.5K
$1.32M
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-73.5K- 40.88% |
$1.87M - $2.05M
|
106K
$3.09M
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-74.7K- 11.89% |
$1.9M - $2.09M
|
554K
$16.1M
|
|
|
Apr 24, 2025
Q1 2025
|
Family Investment Center, Inc.
Saint Joseph, MO |
SELL
|
- |
-264K- 72.33% |
$6.71M - $7.37M
|
101K
$2.93M
|