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 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.37K- 2.49% |
$35.2K - $39.4K
|
53.6K
$1.44M
|
|
Nov 07, 2024
Q3 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
754+ 17.92% |
$19.4K - $21.7K
|
4.96K
$134K
|
|
Nov 07, 2024
Q3 2024
|
Tranquility Partners, LLC
|
BUY
|
- |
1.79K+ 12.13% |
$46.1K - $51.6K
|
16.5K
$445K
|
|
Nov 07, 2024
Q3 2024
|
En Rich Financial Partners LLC
Madison, WI |
SELL
|
- |
-19- 0.04% |
$489 - $547
|
53.1K
$1.43M
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
9.32K+ 7.42% |
$240K - $269K
|
135K
$3.63M
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-34- 0.02% |
$875 - $980
|
145K
$3.91M
|
|
Nov 06, 2024
Q3 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
117New |
$3.01K - $3.37K
|
117
$3.15K
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.23K- 1.23% |
$31.7K - $35.5K
|
98.7K
$2.66M
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
530New |
$13.6K - $15.3K
|
530
$14.3K
|
|
Nov 04, 2024
Q3 2024
|
Dravo Bay LLC
Wilmington, DE |
BUY
|
- |
94.6KNew |
$2.43M - $2.73M
|
94.6K
$2.55M
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.36K+ 13.05% |
$35K - $39.2K
|
11.8K
$318K
|
|
Nov 04, 2024
Q3 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
43+ 12.32% |
$1.11K - $1.24K
|
392
$10.5K
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
SELL
|
- |
-17.5K- 6.95% |
$451K - $504K
|
234K
$6.3M
|
|
Nov 04, 2024
Q3 2024
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
7.11KNew |
$183K - $205K
|
7.11K
$191K
|
|
Nov 04, 2024
Q3 2024
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
5.03K+ 10.15% |
$129K - $145K
|
54.6K
$1.47M
|
|
Nov 01, 2024
Q3 2024
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
100+ 0.57% |
$2.57K - $2.88K
|
17.7K
$476K
|
|
Nov 01, 2024
Q3 2024
|
Retirement Solution Inc.
|
SELL
|
- |
-1.52K- 0.72% |
$39K - $43.6K
|
208K
$5.61M
|
|
Oct 31, 2024
Q3 2024
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
18.5K+ 13.81% |
$475K - $532K
|
152K
$4.1M
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
43.6K+ 11.74% |
$1.12M - $1.26M
|
415K
$11.2M
|
|
Oct 31, 2024
Q3 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
126K+ 86.81% |
$3.23M - $3.62M
|
270K
$7.28M
|
|
Oct 30, 2024
Q3 2024
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
BUY
|
- |
168+ 1.18% |
$4.32K - $4.84K
|
14.4K
$387K
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.41K+ 0.52% |
$62K - $69.4K
|
468K
$12.6M
|
|
Oct 29, 2024
Q3 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-722- 0.22% |
$18.6K - $20.8K
|
326K
$8.76M
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-9.96K- 35.46% |
$256K - $287K
|
18.1K
$488K
|
|
Oct 28, 2024
Q3 2024
|
Oceanside Advisors LLC
Mount Pleasant, SC |
BUY
|
- |
829+ 3.01% |
$21.3K - $23.9K
|
28.4K
$764K
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
2.33K+ 2.93% |
$60K - $67.2K
|
81.8K
$2.2M
|
|
Oct 28, 2024
Q3 2024
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
3.62K+ 1.57% |
$93.1K - $104K
|
235K
$6.32M
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
33.1K+ 14603.08% |
$853K - $955K
|
33.4K
$898K
|
|
Oct 25, 2024
Q3 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-110- 7.61% |
$2.83K - $3.17K
|
1.34K
$36K
|
|
Oct 25, 2024
Q3 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
8.39K+ 5.57% |
$216K - $242K
|
159K
$4.28M
|
|
Oct 25, 2024
Q3 2024
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
39.8K+ 131.15% |
$1.02M - $1.15M
|
70.2K
$1.89M
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
23.8K+ 1222.11% |
$612K - $685K
|
25.7K
$692K
|
|
Oct 24, 2024
Q3 2024
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
13.9K+ 3.61% |
$358K - $401K
|
400K
$10.8M
|
|
Oct 24, 2024
Q3 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
198New |
$5.09K - $5.7K
|
198
$5.33K
|
|
Oct 24, 2024
Q3 2024
|
Gemmer Asset Management LLC
|
SELL
|
- |
-2.44K- 24.46% |
$62.8K - $70.3K
|
7.54K
$203K
|
|
Oct 24, 2024
Q3 2024
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
BUY
|
- |
102K+ 159.76% |
$2.62M - $2.94M
|
166K
$4.46M
|
|
Oct 23, 2024
Q3 2024
|
Financial Architects, LLC
Woodstock, GA |
BUY
|
- |
125+ 0.05% |
$3.22K - $3.6K
|
239K
$6.44M
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-1.71K- 2.11% |
$44K - $49.3K
|
79.6K
$2.14M
|
|
Oct 23, 2024
Q3 2024
|
Heritage Financial Services, LLC
|
SELL
|
- |
-2.53K- 1.67% |
$65.1K - $72.9K
|
149K
$4M
|
|
Oct 23, 2024
Q3 2024
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
5.88K+ 55.23% |
$151K - $170K
|
16.5K
$445K
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
7.72K+ 58.5% |
$199K - $222K
|
20.9K
$563K
|
|
Oct 22, 2024
Q3 2024
|
Index Fund Advisors, Inc.
|
BUY
|
- |
55.2K+ 24.03% |
$1.42M - $1.59M
|
285K
$7.67M
|
|
Oct 22, 2024
Q3 2024
|
Rcs Financial Planning, LLC
Annapolis, MD |
SELL
|
- |
-302- 1.51% |
$7.77K - $8.7K
|
19.6K
$529K
|
|
Oct 22, 2024
Q3 2024
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
5.17K+ 5.6% |
$133K - $149K
|
97.5K
$2.62M
|
|
Oct 22, 2024
Q3 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
SELL
|
- |
-750- 5.03% |
$19.3K - $21.6K
|
14.1K
$381K
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
708+ 0.86% |
$18.2K - $20.4K
|
83.4K
$2.24M
|
|
Oct 21, 2024
Q3 2024
|
Mills Wealth Advisors LLC
Southlake, TX |
BUY
|
- |
7.26K+ 7.17% |
$187K - $209K
|
108K
$2.92M
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
48+ 0.1% |
$1.24K - $1.38K
|
47.6K
$1.28M
|
|
Oct 18, 2024
Q3 2024
|
Schubert & CO
|
BUY
|
- |
15.2K+ 116.14% |
$392K - $439K
|
28.3K
$763K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
6.75K+ 31.11% |
$174K - $195K
|
28.5K
$766K
|