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 |
---|---|---|---|---|---|---|---|
Apr 30, 2025
Q1 2025
|
Index Fund Advisors, Inc.
|
BUY
|
- |
22.1K+ 7.11% |
$562K - $618K
|
333K
$10.2M
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-1.32K- 1.7% |
$33.5K - $36.8K
|
76K
$2.31M
|
|
Apr 30, 2025
Q1 2025
|
Phillips Financial Management, LLC
|
BUY
|
- |
536+ 10.77% |
$13.6K - $15K
|
5.52K
$168K
|
|
Apr 30, 2025
Q1 2025
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
7.76K+ 35.08% |
$197K - $217K
|
29.9K
$910K
|
|
Apr 30, 2025
Q1 2025
|
Astra Wealth Partners LLC
Jersey City, NJ |
BUY
|
- |
2.49K+ 3.1% |
$63.2K - $69.5K
|
82.7K
$2.52M
|
|
Apr 30, 2025
Q1 2025
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
18.9K+ 26.68% |
$480K - $527K
|
89.6K
$2.73M
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
1.07K+ 0.42% |
$27.1K - $29.8K
|
253K
$7.71M
|
|
Apr 29, 2025
Q1 2025
|
Mills Wealth Advisors LLC
Southlake, TX |
BUY
|
- |
14.8K+ 12.86% |
$377K - $414K
|
130K
$3.96M
|
|
Apr 29, 2025
Q1 2025
|
Von Borstel & Associates, Inc.
The Dalles, OR |
BUY
|
- |
56.8K+ 30.24% |
$1.45M - $1.59M
|
245K
$7.46M
|
|
Apr 29, 2025
Q1 2025
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
149+ 1.72% |
$3.79K - $4.16K
|
8.81K
$268K
|
|
Apr 29, 2025
Q1 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
7.09KNew |
$180K - $198K
|
7.09K
$216K
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-20.4K- 13.43% |
$518K - $569K
|
131K
$4M
|
|
Apr 29, 2025
Q1 2025
|
Financial Architects, LLC
Woodstock, GA |
BUY
|
- |
5.69K+ 2.29% |
$145K - $159K
|
254K
$7.73M
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
567+ 2.02% |
$14.4K - $15.8K
|
28.7K
$874K
|
|
Apr 28, 2025
Q1 2025
|
Clune & Associates, Ltd.
Chicago, IL |
SELL
|
- |
-575- 4.64% |
$14.6K - $16.1K
|
11.8K
$360K
|
|
Apr 28, 2025
Q1 2025
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
38.6KNew |
$981K - $1.08M
|
38.6K
$1.17M
|
|
Apr 28, 2025
Q1 2025
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
21K+ 13.6% |
$535K - $588K
|
176K
$5.35M
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
3.53K+ 3.91% |
$89.8K - $98.6K
|
93.8K
$2.86M
|
|
Apr 25, 2025
Q1 2025
|
Oceanside Advisors LLC
Mount Pleasant, SC |
SELL
|
- |
-1.46K- 4.51% |
$37.2K - $40.9K
|
31K
$943K
|
|
Apr 25, 2025
Q1 2025
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
697+ 1.32% |
$17.7K - $19.5K
|
53.3K
$1.62M
|
|
Apr 25, 2025
Q1 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
2.16K+ 1.0% |
$55.1K - $60.5K
|
219K
$6.68M
|
|
Apr 24, 2025
Q1 2025
|
Grunden Financial Advisory, Inc.
Denton, TX |
BUY
|
- |
1.32K+ 5.33% |
$33.6K - $36.9K
|
26.1K
$795K
|
|
Apr 24, 2025
Q1 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
SELL
|
- |
-33.2K- 8.02% |
$845K - $928K
|
381K
$11.6M
|
|
Apr 24, 2025
Q1 2025
|
Rcs Financial Planning, LLC
Annapolis, MD |
SELL
|
- |
-916- 5.05% |
$23.3K - $25.6K
|
17.2K
$524K
|
|
Apr 24, 2025
Q1 2025
|
Family Investment Center, Inc.
Saint Joseph, MO |
SELL
|
- |
-264K- 72.33% |
$6.71M - $7.37M
|
101K
$3.07M
|
|
Apr 23, 2025
Q1 2025
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
4.85K+ 2.83% |
$123K - $136K
|
176K
$5.36M
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
4.16K+ 9.51% |
$106K - $116K
|
47.9K
$1.46M
|
|
Apr 23, 2025
Q1 2025
|
Timonier Family Office, Ltd.
Winston Salem, NC |
BUY
|
- |
20.5K+ 19.41% |
$522K - $574K
|
126K
$3.85M
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
45.2K+ 309.67% |
$1.15M - $1.26M
|
59.8K
$1.82M
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-1.4K- 1.76% |
$35.6K - $39.1K
|
78K
$2.38M
|
|
Apr 23, 2025
Q1 2025
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
15+ 0.17% |
$382 - $419
|
8.61K
$262K
|
|
Apr 22, 2025
Q1 2025
|
Applied Capital LLC
|
BUY
|
- |
766+ 1.26% |
$19.5K - $21.4K
|
61.4K
$1.87M
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
655+ 6.62% |
$16.7K - $18.3K
|
10.5K
$321K
|
|
Apr 22, 2025
Q1 2025
|
First Financial Group Corp
Raleigh, NC |
BUY
|
- |
7.58KNew |
$193K - $212K
|
7.58K
$231K
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-5K- 19.74% |
$127K - $140K
|
20.3K
$619K
|
|
Apr 22, 2025
Q1 2025
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
SELL
|
- |
-840- 9.18% |
$21.4K - $23.5K
|
8.31K
$253K
|
|
Apr 22, 2025
Q1 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
29.9K+ 53.57% |
$761K - $836K
|
85.7K
$2.61M
|
|
Apr 22, 2025
Q1 2025
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
8.2K+ 22.97% |
$209K - $229K
|
43.9K
$1.34M
|
|
Apr 22, 2025
Q1 2025
|
Foundation Wealth Management, Llc\Pa
Media, PA |
SELL
|
- |
-517- 1.14% |
$13.2K - $14.5K
|
44.9K
$1.37M
|
|
Apr 21, 2025
Q1 2025
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
SELL
|
- |
-396- 2.74% |
$10.1K - $11.1K
|
14.1K
$428K
|
|
Apr 21, 2025
Q1 2025
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
8.92K+ 5.17% |
$227K - $249K
|
182K
$5.53M
|
|
Apr 21, 2025
Q1 2025
|
Evanson Asset Management, LLC
|
SELL
|
- |
-8.75K- 1.87% |
$223K - $245K
|
458K
$14M
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-4.55K- 0.98% |
$116K - $127K
|
461K
$14M
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
99New |
$2.52K - $2.77K
|
99
$3.02K
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
SELL
|
- |
-9.27K- 0.91% |
$236K - $259K
|
1.01M
$30.7M
|
|
Apr 16, 2025
Q1 2025
|
Wealth Advisors Northwest LLC
Portland, OR |
BUY
|
- |
2.56K+ 3.19% |
$65.1K - $71.5K
|
82.6K
$2.52M
|
|
Apr 15, 2025
Q1 2025
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
1.27K+ 8.39% |
$32.3K - $35.4K
|
16.4K
$499K
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
329+ 3.51% |
$8.37K - $9.2K
|
9.69K
$295K
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
9.29KNew |
$236K - $260K
|
9.29K
$283K
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
8.81K+ 97.51% |
$224K - $246K
|
17.8K
$543K
|