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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
7.19K+ 34.38% |
$188K - $210K
|
28.1K
$741K
|
|
|
Jan 24, 2025
Q4 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
12.2K+ 7.66% |
$318K - $355K
|
171K
$4.51M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
43.7KNew |
$1.14M - $1.27M
|
43.7K
$1.15M
|
|
|
Jan 24, 2025
Q4 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
8.66KNew |
$226K - $252K
|
8.66K
$228K
|
|
|
Jan 24, 2025
Q4 2024
|
Grunden Financial Advisory, Inc.
Denton, TX |
BUY
|
- |
8.55K+ 52.64% |
$224K - $249K
|
24.8K
$653K
|
|
|
Jan 24, 2025
Q4 2024
|
Family Investment Center, Inc.
Saint Joseph, MO |
SELL
|
- |
-35.2K- 8.8% |
$920K - $1.02M
|
364K
$9.61M
|
|
|
Jan 24, 2025
Q4 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
SELL
|
- |
-5K- 35.31% |
$131K - $146K
|
9.15K
$241K
|
|
|
Jan 24, 2025
Q4 2024
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
55.8KNew |
$1.46M - $1.63M
|
55.8K
$1.47M
|
|
|
Jan 24, 2025
Q4 2024
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
35.7KNew |
$934K - $1.04M
|
35.7K
$941K
|
|
|
Jan 24, 2025
Q4 2024
|
Matisse Capital
|
SELL
|
- |
-600- 1.49% |
$15.7K - $17.5K
|
39.8K
$1.05M
|
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
192New |
$5.02K - $5.59K
|
192
$5.06K
|
|
|
Jan 23, 2025
Q4 2024
|
Applied Capital LLC
|
BUY
|
- |
2.87K+ 4.96% |
$74.9K - $83.5K
|
60.6K
$1.6M
|
|
|
Jan 23, 2025
Q4 2024
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
3.61K+ 6.98% |
$94.3K - $105K
|
55.2K
$1.46M
|
|
|
Jan 23, 2025
Q4 2024
|
Heritage Financial Services, LLC
|
SELL
|
- |
-21.3K- 14.36% |
$558K - $622K
|
127K
$3.36M
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
2.27K+ 2.77% |
$59.4K - $66.1K
|
84K
$2.22M
|
|
|
Jan 22, 2025
Q4 2024
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
15K+ 210.84% |
$392K - $437K
|
22.1K
$583K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
14.6KNew |
$382K - $425K
|
14.6K
$385K
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
BUY
|
- |
96.6K+ 4.05% |
$2.53M - $2.81M
|
2.48M
$65.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Rcs Financial Planning, LLC
Annapolis, MD |
SELL
|
- |
-1.52K- 7.73% |
$39.7K - $44.2K
|
18.1K
$478K
|
|
|
Jan 22, 2025
Q4 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
2.36K+ 1.1% |
$61.8K - $68.8K
|
217K
$5.73M
|
|
|
Jan 22, 2025
Q4 2024
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
1.23K+ 8.84% |
$32.1K - $35.8K
|
15.1K
$399K
|
|
|
Jan 21, 2025
Q4 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
43+ 0.44% |
$1.12K - $1.25K
|
9.82K
$259K
|
|
|
Jan 21, 2025
Q4 2024
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-757- 5.41% |
$19.8K - $22.1K
|
13.2K
$349K
|
|
|
Jan 17, 2025
Q4 2024
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-621- 0.68% |
$16.2K - $18.1K
|
90.3K
$2.38M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.66K- 0.57% |
$69.5K - $77.4K
|
466K
$12.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
BUY
|
- |
98+ 0.68% |
$2.56K - $2.85K
|
14.5K
$381K
|
|
|
Jan 17, 2025
Q4 2024
|
Edge Financial Advisors LLC
Wheaton, IL |
SELL
|
- |
-1.94K- 2.77% |
$50.8K - $56.5K
|
68.2K
$1.8M
|
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
30.1K+ 6.89% |
$787K - $877K
|
467K
$12.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
11.1K+ 14.94% |
$290K - $323K
|
85.3K
$2.25M
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
44.6KNew |
$1.17M - $1.3M
|
44.6K
$1.18M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-2.44K- 20.69% |
$63.9K - $71.1K
|
9.36K
$247K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
9.03KNew |
$236K - $263K
|
9.03K
$238K
|
|
|
Jan 14, 2025
Q4 2024
|
Marquette Asset Management, LLC
|
BUY
|
- |
6.08K+ 0.96% |
$159K - $177K
|
643K
$17M
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
52.4K+ 5.43% |
$1.37M - $1.53M
|
1.02M
$26.8M
|
|
|
Jan 14, 2025
Q4 2024
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
9.91K+ 6.09% |
$259K - $289K
|
173K
$4.55M
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
SELL
|
- |
-197- 1.59% |
$5.15K - $5.74K
|
12.2K
$321K
|
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
7.06K+ 4.93% |
$185K - $206K
|
150K
$3.96M
|
|
|
Jan 13, 2025
Q4 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
5.03K+ 1.7% |
$132K - $146K
|
300K
$7.91M
|
|
|
Jan 13, 2025
Q4 2024
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
9.74K+ 13.69% |
$255K - $284K
|
80.9K
$2.13M
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
5.49K+ 22.56% |
$144K - $160K
|
29.8K
$787K
|
|
| Q3 2024 | |||||||
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.37K- 2.49% |
$35.2K - $39.4K
|
53.6K
$1.41M
|
|
|
Nov 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
4.31K+ 6.48% |
$111K - $124K
|
70.8K
$1.87M
|
|
|
Nov 14, 2024
Q3 2024
|
American Investment Services, Inc.
|
BUY
|
- |
428+ 4.29% |
$11K - $12.3K
|
10.4K
$274K
|
|
|
Nov 14, 2024
Q3 2024
|
Hanover Advisors Inc
Seneca, SC |
SELL
|
- |
-746- 3.94% |
$19.2K - $21.5K
|
18.2K
$480K
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
22.5K+ 26.79% |
$580K - $650K
|
107K
$2.81M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
62.5K+ 55.99% |
$1.61M - $1.8M
|
174K
$4.59M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
960K+ 3462.55% |
$24.7M - $27.7M
|
988K
$26.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-3.4K- 1.62% |
$87.5K - $98K
|
207K
$5.46M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
118+ 1.25% |
$3.04K - $3.4K
|
9.57K
$252K
|
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-25.6K- 43.23% |
$659K - $738K
|
33.6K
$887K
|
|