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 |
|---|---|---|---|---|---|---|---|
|
Oct 18, 2024
Q3 2024
|
Applied Capital LLC
|
BUY
|
- |
969+ 1.71% |
$24.9K - $27.9K
|
57.7K
$1.55M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
129K+ 26.62% |
$3.31M - $3.71M
|
612K
$16.4M
|
|
|
Oct 18, 2024
Q3 2024
|
Lam Group, Inc.
Lake Oswego, OR |
SELL
|
- |
-355- 0.48% |
$9.13K - $10.2K
|
74.2K
$2M
|
|
|
Oct 16, 2024
Q3 2024
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-4.01K- 4.22% |
$103K - $115K
|
90.9K
$2.44M
|
|
|
Oct 16, 2024
Q3 2024
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-520- 3.58% |
$13.4K - $15K
|
14K
$376K
|
|
|
Oct 16, 2024
Q3 2024
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
2.34K+ 14.76% |
$60.3K - $67.5K
|
18.2K
$490K
|
|
|
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
$395K
|
|
|
Oct 16, 2024
Q3 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
70+ 0.72% |
$1.8K - $2.02K
|
9.78K
$263K
|
|
|
Oct 16, 2024
Q3 2024
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
28.5K+ 5.14% |
$733K - $821K
|
582K
$15.7M
|
|
|
Oct 16, 2024
Q3 2024
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
22.5K+ 16.02% |
$578K - $647K
|
163K
$4.37M
|
|
|
Oct 16, 2024
Q3 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
1.01K+ 0.47% |
$26K - $29.1K
|
215K
$5.77M
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
BUY
|
- |
94.9K+ 4.14% |
$2.44M - $2.73M
|
2.39M
$64.1M
|
|
|
Oct 15, 2024
Q3 2024
|
Von Borstel & Associates, Inc.
The Dalles, OR |
BUY
|
- |
119KNew |
$3.07M - $3.44M
|
119K
$3.21M
|
|
|
Oct 15, 2024
Q3 2024
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
482+ 3.59% |
$12.4K - $13.9K
|
13.9K
$373K
|
|
|
Oct 10, 2024
Q3 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
33K+ 3.53% |
$848K - $949K
|
965K
$25.9M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 09, 2024
Q3 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
979+ 5.6% |
$25.2K - $28.2K
|
18.5K
$496K
|
|
|
Oct 09, 2024
Q3 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
81+ 0.66% |
$2.08K - $2.33K
|
12.4K
$333K
|
|
|
Oct 09, 2024
Q3 2024
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
7.41KNew |
$191K - $214K
|
7.41K
$199K
|
|
|
Oct 08, 2024
Q3 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
64+ 1.38% |
$1.65K - $1.84K
|
4.7K
$126K
|
|
|
Oct 08, 2024
Q3 2024
|
Marquette Asset Management, LLC
|
BUY
|
- |
5.94K+ 0.94% |
$153K - $171K
|
637K
$17.1M
|
|
|
Oct 08, 2024
Q3 2024
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
2.97K+ 4.36% |
$76.4K - $85.6K
|
71.1K
$1.91M
|
|
|
Oct 08, 2024
Q3 2024
|
Unison Advisors LLC
|
SELL
|
- |
-1.59K- 7.0% |
$40.9K - $45.8K
|
21.1K
$568K
|
|
|
Oct 08, 2024
Q3 2024
|
Grunden Financial Advisory, Inc.
Denton, TX |
BUY
|
- |
365+ 2.3% |
$9.39K - $10.5K
|
16.2K
$436K
|
|
|
Oct 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
23.5K+ 2625.98% |
$603K - $676K
|
24.3K
$654K
|
|
|
Oct 07, 2024
Q3 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
28.9K+ 7.08% |
$743K - $832K
|
437K
$11.7M
|
|
|
Oct 07, 2024
Q3 2024
|
White Wing Wealth Management
The Wodlands, TX |
SELL
|
- |
-5.03K- 7.16% |
$129K - $145K
|
65.2K
$1.75M
|
|
|
Oct 04, 2024
Q3 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
2.46K+ 1.75% |
$63.2K - $70.8K
|
143K
$3.84M
|
|
|
Oct 02, 2024
Q3 2024
|
Efficient Frontier Advisors LLC
Eastford, CT |
BUY
|
- |
16.7K+ 108.94% |
$431K - $482K
|
32.1K
$863K
|
|
| Q2 2024 | |||||||
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-23- 1.65% |
$584 - $643
|
1.37K
$36.8K
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-665- 7.4% |
$16.9K - $18.6K
|
8.32K
$224K
|
|
|
Aug 14, 2024
Q2 2024
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
34.7KNew |
$881K - $970K
|
34.7K
$932K
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
4.43K+ 47.18% |
$113K - $124K
|
13.8K
$372K
|
|
|
Aug 09, 2024
Q2 2024
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
910New |
$23.1K - $25.4K
|
910
$24.5K
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
BUY
|
- |
761New |
$19.3K - $21.3K
|
761
$20.5K
|
|
|
Aug 01, 2024
Q2 2024
|
Mraz, Amerine & Associates, Inc.
|
SELL
|
- |
-400- 4.22% |
$10.2K - $11.2K
|
9.07K
$244K
|
|
|
Jul 30, 2024
Q2 2024
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
3.7KNew |
$93.9K - $103K
|
3.7K
$99.5K
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
41New |
$1.04K - $1.15K
|
41
$1.1K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-245- 24.75% |
$6.22K - $6.85K
|
745
$20K
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-732- 2.17% |
$18.6K - $20.5K
|
33K
$887K
|
|
|
Jul 12, 2024
Q2 2024
|
Avondale Wealth Management
|
SELL
|
- |
-2K- 50.0% |
$50.8K - $55.9K
|
2K
$53.8K
|
|
| Q1 2024 | |||||||
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
4.96KNew |
$118K - $129K
|
4.96K
$133K
|
|
|
May 15, 2024
Q1 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
7.9KNew |
$188K - $205K
|
7.9K
$212K
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
112KNew |
$2.67M - $2.92M
|
112K
$3.02M
|
|
|
May 13, 2024
Q1 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
289New |
$6.87K - $7.51K
|
289
$7.77K
|
|
|
May 09, 2024
Q1 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
9.74K+ 81.29% |
$231K - $253K
|
21.7K
$584K
|
|
|
May 09, 2024
Q1 2024
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-771- 8.37% |
$18.3K - $20K
|
8.44K
$227K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
552+ 2.5% |
$13.1K - $14.3K
|
22.6K
$607K
|
|
|
Apr 29, 2024
Q1 2024
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
47+ 3.35% |
$1.12K - $1.22K
|
1.45K
$38.9K
|
|
|
Apr 15, 2024
Q1 2024
|
Allen Capital Group, LLC
|
SELL
|
- |
-3.85K- 17.89% |
$91.4K - $99.9K
|
17.7K
$474K
|
|