Purchases and Sales Made in Q2 2024 in Dimensional ETF Tr Emerging Mk (DFEV)
This table provides information about the institutional ownership of Dimensional ETF Tr Emerging Mk (DFEV) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-245- 24.75% |
$6.22K - $6.85K
|
745
$19.3K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-297- 84.86% |
$7.54K - $8.3K
|
53
$1.37K
|
|
|
Aug 01, 2024
Q2 2024
|
Mraz, Amerine & Associates, Inc.
|
SELL
|
- |
-400- 4.22% |
$10.2K - $11.2K
|
9.07K
$235K
|
|
|
Oct 18, 2024
Q2 2024
|
Applied Capital LLC
|
SELL
|
- |
-527- 0.92% |
$13.4K - $14.7K
|
56.8K
$1.47M
|
|
|
Aug 13, 2024
Q2 2024
|
En Rich Financial Partners LLC
Madison, WI |
SELL
|
- |
-645- 1.2% |
$16.4K - $18K
|
53.2K
$1.38M
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-665- 7.4% |
$16.9K - $18.6K
|
8.32K
$216K
|
|
|
Aug 13, 2024
Q2 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-683- 0.16% |
$17.3K - $19.1K
|
420K
$10.9M
|
|
|
Jul 12, 2024
Q2 2024
|
Unison Advisors LLC
|
SELL
|
- |
-691- 2.95% |
$17.5K - $19.3K
|
22.7K
$589K
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-732- 2.17% |
$18.6K - $20.5K
|
33K
$856K
|
|
|
Aug 14, 2024
Q2 2024
|
American Investment Services, Inc.
|
SELL
|
- |
-789- 7.33% |
$20K - $22.1K
|
9.98K
$259K
|
|
|
Jul 25, 2024
Q2 2024
|
Oceanside Advisors LLC
Mount Pleasant, SC |
SELL
|
- |
-1.16K- 4.04% |
$29.5K - $32.4K
|
27.6K
$715K
|
|
|
Jul 25, 2024
Q2 2024
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-1.4K- 11.59% |
$35.5K - $39.1K
|
10.7K
$276K
|
|
|
Jul 15, 2024
Q2 2024
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-1.45K- 1.5% |
$36.7K - $40.4K
|
94.9K
$2.46M
|
|
|
Jul 12, 2024
Q2 2024
|
Avondale Wealth Management
|
SELL
|
- |
-2K- 50.0% |
$50.8K - $55.9K
|
2K
$51.9K
|
|
|
Aug 05, 2024
Q2 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-2.47K- 0.75% |
$62.8K - $69.1K
|
326K
$8.47M
|
|
|
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-3.73K- 2.88% |
$94.7K - $104K
|
126K
$3.26M
|
|
|
Aug 14, 2024
Q2 2024
|
Hanover Advisors Inc
Seneca, SC |
SELL
|
- |
-4.89K- 20.49% |
$124K - $137K
|
19K
$492K
|
|
|
Aug 12, 2024
Q2 2024
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-9.39K- 6.03% |
$238K - $262K
|
146K
$3.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-15K- 3.77% |
$381K - $420K
|
383K
$9.94M
|
|
|
Jul 19, 2024
Q2 2024
|
Rcs Financial Planning, LLC
Annapolis, MD |
SELL
|
- |
-19.7K- 49.74% |
$501K - $552K
|
19.9K
$517K
|
|
|
Jul 23, 2024
Q2 2024
|
Heritage Financial Services, LLC
|
SELL
|
- |
-26.6K- 14.96% |
$675K - $744K
|
151K
$3.92M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-197K- 80.52% |
$4.99M - $5.5M
|
47.6K
$1.23M
|