Purchases and Sales Made in Q4 2024 in Dimensional ETF Tr Emerging Mk (DFEV)
This table provides information about the institutional ownership of Dimensional ETF Tr Emerging Mk (DFEV) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
52.4K+ 5.43% |
$1.37M - $1.53M
|
1.02M
$26.4M
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
44.6KNew |
$1.17M - $1.3M
|
44.6K
$1.16M
|
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
30.1K+ 6.89% |
$787K - $877K
|
467K
$12.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
11.1K+ 14.94% |
$290K - $323K
|
85.3K
$2.21M
|
|
|
Jan 14, 2025
Q4 2024
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
9.91K+ 6.09% |
$259K - $289K
|
173K
$4.48M
|
|
|
Jan 13, 2025
Q4 2024
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
9.74K+ 13.69% |
$255K - $284K
|
80.9K
$2.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
9.03KNew |
$236K - $263K
|
9.03K
$234K
|
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
7.06K+ 4.93% |
$185K - $206K
|
150K
$3.89M
|
|
|
Jan 14, 2025
Q4 2024
|
Marquette Asset Management, LLC
|
BUY
|
- |
6.08K+ 0.96% |
$159K - $177K
|
643K
$16.7M
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
5.49K+ 22.56% |
$144K - $160K
|
29.8K
$774K
|
|
|
Jan 13, 2025
Q4 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
5.03K+ 1.7% |
$132K - $146K
|
300K
$7.78M
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
SELL
|
- |
-197- 1.59% |
$5.15K - $5.74K
|
12.2K
$316K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-2.44K- 20.69% |
$63.9K - $71.1K
|
9.36K
$243K
|