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 |
---|---|---|---|---|---|---|---|
May 13, 2025
Q1 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
18.8K+ 10.23% |
$479K - $526K
|
203K
$6.18M
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-74.7K- 11.89% |
$1.9M - $2.09M
|
554K
$16.9M
|
|
May 13, 2025
Q1 2025
|
Landing Point Financial Group, LLC
Avon, OH |
BUY
|
- |
6.29K+ 67.46% |
$160K - $176K
|
15.6K
$476K
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.22K+ 28.38% |
$30.9K - $34K
|
5.5K
$167K
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-1.58K- 13.67% |
$40.3K - $44.3K
|
10K
$305K
|
|
May 13, 2025
Q1 2025
|
Gentry Private Wealth, LLC
Wichita, KS |
SELL
|
- |
-4.15K- 32.23% |
$105K - $116K
|
8.72K
$265K
|
|
May 13, 2025
Q1 2025
|
American Investment Services, Inc.
|
BUY
|
- |
1.47K+ 14.36% |
$37.3K - $41K
|
11.7K
$356K
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-10.2K- 13.77% |
$259K - $285K
|
63.8K
$1.94M
|
|
May 13, 2025
Q1 2025
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
623New |
$15.8K - $17.4K
|
623
$19K
|
|
May 13, 2025
Q1 2025
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
39.5K+ 6.62% |
$1.01M - $1.1M
|
637K
$19.4M
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
64.5K+ 8.38% |
$1.64M - $1.8M
|
834K
$25.4M
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
390New |
$9.92K - $10.9K
|
390
$11.9K
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-1.5K- 0.19% |
$38.1K - $41.8K
|
806K
$24.6M
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
4.42K+ 86.16% |
$112K - $124K
|
9.55K
$291K
|
|
May 12, 2025
Q1 2025
|
Austin Private Wealth, LLC
|
BUY
|
- |
11.5KNew |
$294K - $323K
|
11.5K
$352K
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
13.9K+ 24.45% |
$353K - $388K
|
70.7K
$2.15M
|
|
May 12, 2025
Q1 2025
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-43.4K- 17.17% |
$1.11M - $1.21M
|
210K
$6.38M
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-7.44K- 0.81% |
$189K - $208K
|
908K
$27.7M
|
|
May 09, 2025
Q1 2025
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
3.39K+ 8.3% |
$86.3K - $94.8K
|
44.2K
$1.35M
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-2.39K- 2.84% |
$60.8K - $66.8K
|
81.7K
$2.49M
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
49K+ 11.08% |
$1.25M - $1.37M
|
491K
$14.9M
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.36K+ 19.45% |
$34.6K - $38K
|
8.36K
$255K
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
12.6K+ 25.82% |
$322K - $353K
|
61.6K
$1.88M
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-73.5K- 40.88% |
$1.87M - $2.05M
|
106K
$3.24M
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
52K+ 205.18% |
$1.32M - $1.45M
|
77.3K
$2.35M
|
|
May 08, 2025
Q1 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
16.5KNew |
$420K - $461K
|
16.5K
$503K
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
1.41KNew |
$35.8K - $39.3K
|
1.41K
$42.9K
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-1.1K- 4.89% |
$27.9K - $30.7K
|
21.3K
$649K
|
|
May 07, 2025
Q1 2025
|
Schubert & CO
|
BUY
|
- |
5.98K+ 21.13% |
$152K - $167K
|
34.3K
$1.04M
|
|
May 06, 2025
Q1 2025
|
Golden Bell Financial Planning LLC
Alpharetta, GA |
BUY
|
- |
17.1K+ 34.42% |
$435K - $478K
|
66.8K
$2.04M
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
22.8K+ 9.31% |
$579K - $637K
|
267K
$8.14M
|
|
May 06, 2025
Q1 2025
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
15.7K+ 6.5% |
$399K - $439K
|
257K
$7.83M
|
|
May 06, 2025
Q1 2025
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
3.62K+ 6.55% |
$92.1K - $101K
|
58.9K
$1.79M
|
|
May 06, 2025
Q1 2025
|
Unison Advisors LLC
|
SELL
|
- |
-1.32K- 6.28% |
$33.6K - $36.9K
|
19.7K
$600K
|
|
May 06, 2025
Q1 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-6.98K- 2.07% |
$178K - $195K
|
331K
$10.1M
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
10.9KNew |
$276K - $304K
|
10.9K
$331K
|
|
May 06, 2025
Q1 2025
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
133+ 115.65% |
$3.38K - $3.72K
|
248
$7.55K
|
|
May 05, 2025
Q1 2025
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
2+ 0.12% |
$50.9 - $55.9
|
1.73K
$52.8K
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
8+ 13.79% |
$204 - $224
|
66
$2.01K
|
|
May 02, 2025
Q1 2025
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
5.03K+ 6.55% |
$128K - $140K
|
81.8K
$2.49M
|
|
May 02, 2025
Q1 2025
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
5.51K+ 6.82% |
$140K - $154K
|
86.4K
$2.63M
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
BUY
|
- |
74New |
$1.88K - $2.07K
|
74
$2.25K
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
12New |
$305 - $335
|
12
$366
|
|
May 02, 2025
Q1 2025
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
3.12K+ 23.77% |
$79.4K - $87.3K
|
16.3K
$495K
|
|
May 02, 2025
Q1 2025
|
Dravo Bay LLC
Wilmington, DE |
SELL
|
- |
-4.82K- 4.69% |
$123K - $135K
|
98K
$2.99M
|
|
May 02, 2025
Q1 2025
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-100- 0.31% |
$2.54K - $2.8K
|
32.2K
$981K
|
|
May 01, 2025
Q1 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
577+ 6.9% |
$14.7K - $16.1K
|
8.93K
$272K
|
|
May 01, 2025
Q1 2025
|
United Wealth Management, LLC
Charlottesville, VA |
BUY
|
- |
25.3K+ 20.4% |
$644K - $708K
|
150K
$4.55M
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
BUY
|
- |
42.3K+ 1.7% |
$1.07M - $1.18M
|
2.53M
$76.9M
|
|
May 01, 2025
Q1 2025
|
Strata Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
440K+ 1191.38% |
$11.2M - $12.3M
|
476K
$14.5M
|