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 |
|---|---|---|---|---|---|---|---|
|
Aug 05, 2025
Q2 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
158New |
$3.74K - $4.74K
|
158
$5.32K
|
|
|
Jul 29, 2025
Q2 2025
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
53+ 0.62% |
$1.25K - $1.59K
|
8.66K
$292K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
156New |
$3.69K - $4.68K
|
156
$5.25K
|
|
|
Jul 25, 2025
Q2 2025
|
Tranquility Partners, LLC
|
BUY
|
- |
350+ 2.28% |
$8.28K - $10.5K
|
15.7K
$529K
|
|
|
Jul 17, 2025
Q2 2025
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
SELL
|
- |
-645- 7.76% |
$15.3K - $19.3K
|
7.67K
$258K
|
|
|
Jul 16, 2025
Q2 2025
|
Blue Oak Capital, LLC
Menlo Park, CA |
BUY
|
- |
4.4K+ 5.4% |
$104K - $132K
|
85.8K
$2.89M
|
|
|
Jul 16, 2025
Q2 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
9.69KNew |
$229K - $291K
|
9.69K
$326K
|
|
|
Jul 14, 2025
Q2 2025
|
Ridgewood Investments LLC
|
BUY
|
- |
396New |
$9.37K - $11.9K
|
396
$13.3K
|
|
|
Jul 14, 2025
Q2 2025
|
Shearwater Capital LLC
|
BUY
|
- |
6.97KNew |
$165K - $209K
|
6.97K
$235K
|
|
|
Jul 09, 2025
Q2 2025
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
338New |
$8K - $10.1K
|
338
$11.4K
|
|
|
Jul 03, 2025
Q2 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
212+ 25.76% |
$5.02K - $6.36K
|
1.04K
$34.8K
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
8.54KNew |
$217K - $239K
|
8.54K
$287K
|
|
|
May 13, 2025
Q1 2025
|
Gentry Private Wealth, LLC
Wichita, KS |
SELL
|
- |
-4.15K- 32.23% |
$105K - $116K
|
8.72K
$293K
|
|
|
May 12, 2025
Q1 2025
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-43.4K- 17.17% |
$1.11M - $1.21M
|
210K
$7.05M
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.36K+ 19.45% |
$34.6K - $38K
|
8.36K
$281K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
1.41KNew |
$35.8K - $39.3K
|
1.41K
$47.4K
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
BUY
|
- |
74New |
$1.88K - $2.07K
|
74
$2.49K
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
12New |
$305 - $335
|
12
$404
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-5K- 19.74% |
$127K - $140K
|
20.3K
$684K
|
|
|
Apr 21, 2025
Q1 2025
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
SELL
|
- |
-396- 2.74% |
$10.1K - $11.1K
|
14.1K
$473K
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
99New |
$2.52K - $2.77K
|
99
$3.33K
|
|
|
Apr 07, 2025
Q1 2025
|
Efficient Frontier Advisors LLC
Eastford, CT |
BUY
|
- |
870+ 2.71% |
$22.1K - $24.3K
|
33K
$1.11M
|
|
| Q4 2024 | |||||||
|
Apr 01, 2025
Q4 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
703+ 179.34% |
$18.4K - $20.5K
|
1.1K
$36.9K
|
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
8.95KNew |
$234K - $261K
|
8.95K
$301K
|
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
10KNew |
$262K - $291K
|
10K
$337K
|
|
|
Feb 14, 2025
Q4 2024
|
Lionshead Wealth Management, LLC
New York, NY |
BUY
|
- |
9.96KNew |
$261K - $290K
|
9.96K
$335K
|
|
|
Feb 11, 2025
Q4 2024
|
Switch Point Financial Planning, LLC
Lehi, UT |
BUY
|
- |
13.7KNew |
$358K - $399K
|
13.7K
$461K
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
7.91KNew |
$207K - $230K
|
7.91K
$266K
|
|
|
Feb 07, 2025
Q4 2024
|
Retirement Solution Inc.
|
SELL
|
- |
-687- 0.33% |
$18K - $20K
|
208K
$6.99M
|
|
|
Feb 06, 2025
Q4 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
2KNew |
$52.2K - $58.1K
|
2K
$67.2K
|
|
|
Jan 29, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
1MNew |
$26.3M - $29.3M
|
1M
$33.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Matisse Capital
|
SELL
|
- |
-600- 1.49% |
$15.7K - $17.5K
|
39.8K
$1.34M
|
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
192New |
$5.02K - $5.59K
|
192
$6.46K
|
|
|
Jan 21, 2025
Q4 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
43+ 0.44% |
$1.12K - $1.25K
|
9.82K
$330K
|
|
|
Jan 17, 2025
Q4 2024
|
Edge Financial Advisors LLC
Wheaton, IL |
SELL
|
- |
-1.94K- 2.77% |
$50.8K - $56.5K
|
68.2K
$2.3M
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-84.8K- 77.35% |
$2.18M - $2.44M
|
24.8K
$836K
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-26- 3.17% |
$669 - $749
|
794
$26.7K
|
|
|
Nov 12, 2024
Q3 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
454New |
$11.7K - $13.1K
|
454
$15.3K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
7.3KNew |
$188K - $210K
|
7.3K
$246K
|
|
|
Nov 12, 2024
Q3 2024
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
26+ 0.11% |
$669 - $749
|
22.7K
$763K
|
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
7.3KNew |
$188K - $210K
|
7.3K
$246K
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
530New |
$13.6K - $15.3K
|
530
$17.8K
|
|
|
Oct 25, 2024
Q3 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-110- 7.61% |
$2.83K - $3.17K
|
1.34K
$45K
|
|
|
Oct 24, 2024
Q3 2024
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
BUY
|
- |
102K+ 159.76% |
$2.62M - $2.94M
|
166K
$5.58M
|
|
|
Oct 24, 2024
Q3 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
198New |
$5.09K - $5.7K
|
198
$6.66K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
129K+ 26.62% |
$3.31M - $3.71M
|
612K
$20.6M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
6.75K+ 31.11% |
$174K - $195K
|
28.5K
$958K
|
|
|
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
$494K
|
|
|
Oct 09, 2024
Q3 2024
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
7.41KNew |
$191K - $214K
|
7.41K
$250K
|
|
|
Oct 08, 2024
Q3 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
64+ 1.38% |
$1.65K - $1.84K
|
4.7K
$158K
|
|