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 |
---|---|---|---|---|---|---|---|
Nov 01, 2024
Q3 2024
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
100+ 0.57% |
$2.57K - $2.88K
|
17.7K
$487K
|
|
Nov 01, 2024
Q3 2024
|
Retirement Solution Inc.
|
SELL
|
- |
-1.52K- 0.72% |
$39K - $43.6K
|
208K
$5.74M
|
|
Oct 31, 2024
Q3 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
126K+ 86.81% |
$3.23M - $3.62M
|
270K
$7.45M
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
43.6K+ 11.74% |
$1.12M - $1.26M
|
415K
$11.4M
|
|
Oct 31, 2024
Q3 2024
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
18.5K+ 13.81% |
$475K - $532K
|
152K
$4.19M
|
|
Oct 30, 2024
Q3 2024
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
BUY
|
- |
168+ 1.18% |
$4.32K - $4.84K
|
14.4K
$395K
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.41K+ 0.52% |
$62K - $69.4K
|
468K
$12.9M
|
|
Oct 29, 2024
Q3 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-722- 0.22% |
$18.6K - $20.8K
|
326K
$8.96M
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
33.1K+ 14603.08% |
$853K - $955K
|
33.4K
$919K
|
|
Oct 28, 2024
Q3 2024
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
3.62K+ 1.57% |
$93.1K - $104K
|
235K
$6.46M
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
2.33K+ 2.93% |
$60K - $67.2K
|
81.8K
$2.25M
|
|
Oct 28, 2024
Q3 2024
|
Oceanside Advisors LLC
Mount Pleasant, SC |
BUY
|
- |
829+ 3.01% |
$21.3K - $23.9K
|
28.4K
$782K
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-9.96K- 35.46% |
$256K - $287K
|
18.1K
$499K
|
|
Oct 25, 2024
Q3 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-110- 7.61% |
$2.83K - $3.17K
|
1.34K
$36.8K
|
|
Oct 25, 2024
Q3 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
8.39K+ 5.57% |
$216K - $242K
|
159K
$4.38M
|
|
Oct 25, 2024
Q3 2024
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
39.8K+ 131.15% |
$1.02M - $1.15M
|
70.2K
$1.93M
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
23.8K+ 1222.11% |
$612K - $685K
|
25.7K
$708K
|
|
Oct 24, 2024
Q3 2024
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
13.9K+ 3.61% |
$358K - $401K
|
400K
$11M
|
|
Oct 24, 2024
Q3 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
198New |
$5.09K - $5.7K
|
198
$5.45K
|
|
Oct 24, 2024
Q3 2024
|
Gemmer Asset Management LLC
|
SELL
|
- |
-2.44K- 24.46% |
$62.8K - $70.3K
|
7.54K
$208K
|
|
Oct 24, 2024
Q3 2024
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
BUY
|
- |
102K+ 159.76% |
$2.62M - $2.94M
|
166K
$4.56M
|
|
Oct 23, 2024
Q3 2024
|
Financial Architects, LLC
Woodstock, GA |
BUY
|
- |
125+ 0.05% |
$3.22K - $3.6K
|
239K
$6.59M
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-1.71K- 2.11% |
$44K - $49.3K
|
79.6K
$2.19M
|
|
Oct 23, 2024
Q3 2024
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
5.88K+ 55.23% |
$151K - $170K
|
16.5K
$455K
|
|
Oct 23, 2024
Q3 2024
|
Heritage Financial Services, LLC
|
SELL
|
- |
-2.53K- 1.67% |
$65.1K - $72.9K
|
149K
$4.09M
|
|
Oct 22, 2024
Q3 2024
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
5.17K+ 5.6% |
$133K - $149K
|
97.5K
$2.68M
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
7.72K+ 58.5% |
$199K - $222K
|
20.9K
$576K
|
|
Oct 22, 2024
Q3 2024
|
Index Fund Advisors, Inc.
|
BUY
|
- |
55.2K+ 24.03% |
$1.42M - $1.59M
|
285K
$7.85M
|
|
Oct 22, 2024
Q3 2024
|
Rcs Financial Planning, LLC
Annapolis, MD |
SELL
|
- |
-302- 1.51% |
$7.77K - $8.7K
|
19.6K
$541K
|
|
Oct 22, 2024
Q3 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
SELL
|
- |
-750- 5.03% |
$19.3K - $21.6K
|
14.1K
$389K
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
708+ 0.86% |
$18.2K - $20.4K
|
83.4K
$2.29M
|
|
Oct 21, 2024
Q3 2024
|
Mills Wealth Advisors LLC
Southlake, TX |
BUY
|
- |
7.26K+ 7.17% |
$187K - $209K
|
108K
$2.99M
|
|
Oct 18, 2024
Q3 2024
|
Schubert & CO
|
BUY
|
- |
15.2K+ 116.14% |
$392K - $439K
|
28.3K
$780K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
6.75K+ 31.11% |
$174K - $195K
|
28.5K
$784K
|
|
Oct 18, 2024
Q3 2024
|
Applied Capital LLC
|
BUY
|
- |
969+ 1.71% |
$24.9K - $27.9K
|
57.7K
$1.59M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
129K+ 26.62% |
$3.31M - $3.71M
|
612K
$16.8M
|
|
Oct 18, 2024
Q3 2024
|
Lam Group, Inc.
Lake Oswego, OR |
SELL
|
- |
-355- 0.48% |
$9.13K - $10.2K
|
74.2K
$2.04M
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
48+ 0.1% |
$1.24K - $1.38K
|
47.6K
$1.31M
|
|
Oct 16, 2024
Q3 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
2.02K+ 15.99% |
$52.1K - $58.3K
|
14.7K
$404K
|
|
Oct 16, 2024
Q3 2024
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
2.34K+ 14.76% |
$60.3K - $67.5K
|
18.2K
$501K
|
|
Oct 16, 2024
Q3 2024
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-4.01K- 4.22% |
$103K - $115K
|
90.9K
$2.5M
|
|
Oct 16, 2024
Q3 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
70+ 0.72% |
$1.8K - $2.02K
|
9.78K
$269K
|
|
Oct 16, 2024
Q3 2024
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
28.5K+ 5.14% |
$733K - $821K
|
582K
$16M
|
|
Oct 16, 2024
Q3 2024
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
22.5K+ 16.02% |
$578K - $647K
|
163K
$4.48M
|
|
Oct 16, 2024
Q3 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
1.01K+ 0.47% |
$26K - $29.1K
|
215K
$5.91M
|
|
Oct 16, 2024
Q3 2024
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-520- 3.58% |
$13.4K - $15K
|
14K
$385K
|
|
Oct 15, 2024
Q3 2024
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
482+ 3.59% |
$12.4K - $13.9K
|
13.9K
$382K
|
|
Oct 15, 2024
Q3 2024
|
Von Borstel & Associates, Inc.
The Dalles, OR |
BUY
|
- |
119KNew |
$3.07M - $3.44M
|
119K
$3.28M
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
BUY
|
- |
94.9K+ 4.14% |
$2.44M - $2.73M
|
2.39M
$65.7M
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|