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 08, 2024
Q3 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
64+ 1.38% |
$1.65K - $1.84K
|
4.7K
$143K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
34.7KNew |
$881K - $970K
|
34.7K
$1.06M
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
4.43K+ 47.18% |
$113K - $124K
|
13.8K
$421K
|
|
|
Aug 09, 2024
Q2 2024
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
910New |
$23.1K - $25.4K
|
910
$27.7K
|
|
|
Aug 01, 2024
Q2 2024
|
Mraz, Amerine & Associates, Inc.
|
SELL
|
- |
-400- 4.22% |
$10.2K - $11.2K
|
9.07K
$276K
|
|
|
Jul 30, 2024
Q2 2024
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
3.7KNew |
$93.9K - $103K
|
3.7K
$113K
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
41New |
$1.04K - $1.15K
|
41
$1.25K
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-732- 2.17% |
$18.6K - $20.5K
|
33K
$1.01M
|
|
|
Jul 12, 2024
Q2 2024
|
Avondale Wealth Management
|
SELL
|
- |
-2K- 50.0% |
$50.8K - $55.9K
|
2K
$60.9K
|
|
| Q1 2024 | |||||||
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
4.96KNew |
$118K - $129K
|
4.96K
$151K
|
|
|
May 15, 2024
Q1 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
7.9KNew |
$188K - $205K
|
7.9K
$241K
|
|
|
May 13, 2024
Q1 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
289New |
$6.87K - $7.51K
|
289
$8.8K
|
|
|
May 09, 2024
Q1 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
9.74K+ 81.29% |
$231K - $253K
|
21.7K
$662K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
552+ 2.5% |
$13.1K - $14.3K
|
22.6K
$688K
|
|
|
Apr 29, 2024
Q1 2024
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
47+ 3.35% |
$1.12K - $1.22K
|
1.45K
$44.1K
|
|
|
Apr 15, 2024
Q1 2024
|
Allen Capital Group, LLC
|
SELL
|
- |
-3.85K- 17.89% |
$91.4K - $99.9K
|
17.7K
$538K
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
438New |
$10.4K - $11.4K
|
438
$13.3K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Gibson Capital, LLC
Wexford, PA |
SELL
|
- |
-17K- 34.71% |
$384K - $428K
|
32K
$974K
|
|
|
Feb 13, 2024
Q4 2023
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-168K- 53.19% |
$3.79M - $4.22M
|
148K
$4.49M
|
|
|
Feb 02, 2024
Q4 2023
|
Red Lighthouse Investment Management, LLC
New York, NY |
SELL
|
- |
-774- 14.97% |
$17.5K - $19.5K
|
4.4K
$134K
|
|
|
Jan 25, 2024
Q4 2023
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
3.52K+ 1.83% |
$79.5K - $88.7K
|
195K
$5.95M
|
|
|
Jan 23, 2024
Q4 2023
|
Envision Financial Planning, LLC
Memphis, TN |
BUY
|
- |
21.4KNew |
$484K - $540K
|
21.4K
$653K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-1.6K- 6.5% |
$36.2K - $40.3K
|
23K
$701K
|
|
|
Jan 08, 2024
Q4 2023
|
Tompkins Financial Corp
|
BUY
|
- |
246New |
$5.56K - $6.2K
|
246
$7.49K
|
|
| Q3 2023 | |||||||
|
Dec 04, 2023
Q3 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
125New |
$2.94K - $3.23K
|
125
$3.81K
|
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
10.2K+ 62.8% |
$241K - $265K
|
26.6K
$809K
|
|
|
Nov 02, 2023
Q3 2023
|
Triad Financial Advisors, Inc.
Greensboro, NC |
BUY
|
- |
7.73K+ 27.51% |
$182K - $200K
|
35.8K
$1.09M
|
|
|
Oct 30, 2023
Q3 2023
|
Del Sette Capital Management, LLC
|
SELL
|
- |
-205- 0.16% |
$4.82K - $5.3K
|
132K
$4.02M
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
5.39K+ 13.85% |
$127K - $139K
|
44.3K
$1.35M
|
|
|
Oct 25, 2023
Q3 2023
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-12.2K- 2.68% |
$288K - $317K
|
444K
$13.5M
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
473New |
$11.1K - $12.2K
|
473
$14.4K
|
|
| Q2 2023 | |||||||
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
433K+ 295.21% |
$10.1M - $10.8M
|
580K
$17.7M
|
|
|
Aug 03, 2023
Q2 2023
|
Larson Financial Group LLC
|
BUY
|
- |
45New |
$1.05K - $1.13K
|
45
$1.37K
|
|
|
Jul 26, 2023
Q2 2023
|
Relaxing Retirement Coach
|
BUY
|
- |
2.91K+ 2.39% |
$68K - $72.9K
|
125K
$3.8M
|
|
| Q1 2023 | |||||||
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.71K- 15.12% |
$38.3K - $41.9K
|
9.59K
$292K
|
|
|
May 09, 2023
Q1 2023
|
Brainard Capital Management LLC
Austin, TX |
BUY
|
- |
11.7K+ 35.28% |
$261K - $286K
|
44.7K
$1.36M
|
|
|
May 04, 2023
Q1 2023
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
1.1KNew |
$24.6K - $26.9K
|
1.1K
$33.4K
|
|
| Q4 2022 | |||||||
|
Feb 21, 2023
Q4 2022
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
56New |
$1.15K - $1.31K
|
56
$1.71K
|
|
|
Feb 14, 2023
Q4 2022
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
25.8KNew |
$530K - $602K
|
25.8K
$787K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
SELL
|
- |
-11.5K- 52.67% |
$237K - $277K
|
10.4K
$316K
|
|
|
Nov 10, 2022
Q3 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
64.7KNew |
$1.33M - $1.56M
|
64.7K
$1.97M
|
|
|
Nov 08, 2022
Q3 2022
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
427New |
$8.76K - $10.3K
|
427
$13K
|
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-431- 39.22% |
$8.84K - $10.4K
|
668
$20.3K
|
|
|
Oct 18, 2022
Q3 2022
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
793New |
$16.3K - $19.1K
|
793
$24.2K
|
|
|
Oct 07, 2022
Q3 2022
|
Global Trust Asset Management, LLC
|
BUY
|
- |
1.2KNew |
$24.6K - $28.9K
|
1.2K
$36.6K
|
|
| Q2 2022 | |||||||
|
Aug 12, 2022
Q2 2022
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
400KNew |
$9.2M - $10.3M
|
400K
$12.2M
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
2.36KNew |
$54.3K - $60.8K
|
2.36K
$71.9K
|
|
|
Jul 19, 2022
Q2 2022
|
Northland Capital Management LLC
|
BUY
|
- |
126KNew |
$2.89M - $3.24M
|
126K
$3.83M
|
|