Latest Institutional Transactions on Dimensional ETF Tr Emerging Mk (DFEV)
This table provides information on the latest institutional transactions involving Dimensional ETF Tr Emerging Mk (DFEV) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 18, 2025
Q4 2024
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-3.4K- 20.56% |
$88.9K - $99K
|
13.1K
$361K
|
|
Feb 18, 2025
Q4 2024
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
40.8KNew |
$1.07M - $1.19M
|
40.8K
$1.12M
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
15.3K+ 254.24% |
$400K - $446K
|
21.3K
$587K
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-3.98K- 0.63% |
$104K - $116K
|
628K
$17.3M
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
20.7K+ 19.39% |
$541K - $603K
|
127K
$3.5M
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
72+ 0.75% |
$1.88K - $2.1K
|
9.64K
$265K
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
10KNew |
$262K - $291K
|
10K
$275K
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
6.4K+ 14.16% |
$167K - $186K
|
51.6K
$1.42M
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-7.83K- 3.78% |
$205K - $228K
|
199K
$5.48M
|
|
Feb 14, 2025
Q4 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
3.39K+ 8.32% |
$88.6K - $98.6K
|
44.1K
$1.21M
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-8.23K- 45.42% |
$215K - $240K
|
9.89K
$272K
|
|
Feb 14, 2025
Q4 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
21.1K+ 2.68% |
$551K - $613K
|
808K
$22.2M
|
|
Feb 14, 2025
Q4 2024
|
Lionshead Wealth Management, LLC
New York, NY |
BUY
|
- |
9.96KNew |
$261K - $290K
|
9.96K
$274K
|
|
Feb 14, 2025
Q4 2024
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
1.8K+ 17.31% |
$47.1K - $52.4K
|
12.2K
$336K
|
|
Feb 14, 2025
Q4 2024
|
Css LLC
Chicago, IL |
BUY
|
- |
2K+ 9.32% |
$52.3K - $58.3K
|
23.5K
$645K
|
|
Feb 14, 2025
Q4 2024
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
400New |
$10.5K - $11.7K
|
400
$11K
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-15.8K- 11.74% |
$414K - $461K
|
119K
$3.27M
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
136K+ 64.56% |
$3.56M - $3.96M
|
347K
$9.54M
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
15.2KNew |
$398K - $443K
|
15.2K
$418K
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
171+ 2.81% |
$4.47K - $4.98K
|
6.25K
$172K
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
6+ 0.44% |
$157 - $175
|
1.38K
$37.8K
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
5.68K+ 280.17% |
$149K - $165K
|
7.71K
$212K
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
5.17K+ 7.3% |
$135K - $151K
|
75.9K
$2.09M
|
|
Feb 13, 2025
Q4 2024
|
Landing Point Financial Group, LLC
Avon, OH |
BUY
|
- |
9.33KNew |
$244K - $272K
|
9.33K
$257K
|
|
Feb 13, 2025
Q4 2024
|
En Rich Financial Partners LLC
Madison, WI |
SELL
|
- |
-519- 0.98% |
$13.6K - $15.1K
|
52.6K
$1.45M
|
|
Feb 13, 2025
Q4 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
23.9K+ 282.84% |
$624K - $695K
|
32.3K
$888K
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
28.2K+ 13.04% |
$738K - $822K
|
245K
$6.73M
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-613- 1.35% |
$16K - $17.9K
|
44.9K
$1.23M
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-8.49K- 8.6% |
$222K - $247K
|
90.2K
$2.48M
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.43K+ 53.03% |
$63.4K - $70.6K
|
7K
$192K
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
94.7KNew |
$2.48M - $2.76M
|
94.7K
$2.61M
|
|
Feb 13, 2025
Q4 2024
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
155+ 0.85% |
$4.05K - $4.52K
|
18.4K
$505K
|
|
Feb 13, 2025
Q4 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-2.13K- 0.49% |
$55.6K - $61.9K
|
429K
$11.8M
|
|
Feb 13, 2025
Q4 2024
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
797+ 4.5% |
$20.8K - $23.2K
|
18.5K
$509K
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-9.43K- 5.41% |
$247K - $275K
|
165K
$4.53M
|
|
Feb 13, 2025
Q4 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
25.3KNew |
$662K - $738K
|
25.3K
$696K
|
|
Feb 13, 2025
Q4 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
7+ 0.09% |
$183 - $204
|
8.04K
$221K
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
3.27K+ 6.1% |
$85.5K - $95.2K
|
56.8K
$1.56M
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
2.94K+ 134.74% |
$77K - $85.8K
|
5.13K
$141K
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
11.6KNew |
$303K - $337K
|
11.6K
$319K
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
1.72KNew |
$45K - $50.1K
|
1.72K
$47.3K
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-636- 12.93% |
$16.6K - $18.5K
|
4.28K
$118K
|
|
Feb 12, 2025
Q4 2024
|
Astra Wealth Partners LLC
Jersey City, NJ |
BUY
|
- |
80.2KNew |
$2.1M - $2.34M
|
80.2K
$2.21M
|
|
Feb 12, 2025
Q4 2024
|
Unison Advisors LLC
|
SELL
|
- |
-105- 0.5% |
$2.75K - $3.06K
|
21K
$578K
|
|
Feb 12, 2025
Q4 2024
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
115New |
$3.01K - $3.35K
|
115
$3.16K
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
142New |
$3.71K - $4.14K
|
142
$3.91K
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
6.28K+ 4.32% |
$164K - $183K
|
152K
$4.17M
|
|
Feb 11, 2025
Q4 2024
|
Von Borstel & Associates, Inc.
The Dalles, OR |
BUY
|
- |
68.7K+ 57.58% |
$1.8M - $2M
|
188K
$5.17M
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
1.73KNew |
$45.3K - $50.4K
|
1.73K
$47.6K
|