Latest Institutional Purchases of Dimensional ETF Tr Emerging Mk (DFEV)
This list provides information on the latest institutional transactions involving Dimensional ETF Tr Emerging Mk (DFEV) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 06, 2025
Q1 2025
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
133+ 115.65% |
$3.38K - $3.72K
|
248
$6.65K
|
|
|
May 14, 2025
Q1 2025
|
Hanover Advisors Inc
Seneca, SC |
BUY
|
- |
112+ 0.62% |
$2.85K - $3.13K
|
18.1K
$486K
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
99New |
$2.52K - $2.77K
|
99
$2.66K
|
|
|
Apr 14, 2025
Q1 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
96+ 0.79% |
$2.44K - $2.68K
|
12.3K
$329K
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
BUY
|
- |
74New |
$1.88K - $2.07K
|
74
$1.99K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
18+ 0.19% |
$458 - $503
|
9.66K
$259K
|
|
|
Apr 23, 2025
Q1 2025
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
15+ 0.17% |
$382 - $419
|
8.61K
$231K
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
12New |
$305 - $335
|
12
$322
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
8+ 13.79% |
$204 - $224
|
66
$1.77K
|
|
|
May 05, 2025
Q1 2025
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
2+ 0.12% |
$50.9 - $55.9
|
1.73K
$46.5K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2024 | |||||||
|
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
$26.9M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Management Nebraska
Norfolk, NE |
BUY
|
- |
18.6KNew |
$486K - $542K
|
18.6K
$499K
|
|
|
Feb 11, 2025
Q4 2024
|
Switch Point Financial Planning, LLC
Lehi, UT |
BUY
|
- |
13.7KNew |
$358K - $399K
|
13.7K
$367K
|
|
|
Feb 04, 2025
Q4 2024
|
Daner Wealth Management, LLC
Alpharetta, GA |
BUY
|
- |
11.9KNew |
$312K - $348K
|
11.9K
$320K
|
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
10KNew |
$262K - $291K
|
10K
$268K
|
|
|
Feb 14, 2025
Q4 2024
|
Lionshead Wealth Management, LLC
New York, NY |
BUY
|
- |
9.96KNew |
$261K - $290K
|
9.96K
$267K
|
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
8.95KNew |
$234K - $261K
|
8.95K
$240K
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
7.91KNew |
$207K - $230K
|
7.91K
$212K
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
5.17K+ 7.3% |
$135K - $151K
|
75.9K
$2.04M
|
|
|
Feb 14, 2025
Q4 2024
|
Css LLC
Chicago, IL |
BUY
|
- |
2K+ 9.32% |
$52.3K - $58.3K
|
23.5K
$629K
|
|
|
Feb 06, 2025
Q4 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
2KNew |
$52.2K - $58.1K
|
2K
$53.6K
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
1.72KNew |
$45K - $50.1K
|
1.72K
$46.2K
|
|
|
Apr 01, 2025
Q4 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
703+ 179.34% |
$18.4K - $20.5K
|
1.1K
$29.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
400New |
$10.5K - $11.7K
|
400
$10.7K
|
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
192New |
$5.02K - $5.59K
|
192
$5.15K
|
|
|
Feb 13, 2025
Q4 2024
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
155+ 0.85% |
$4.05K - $4.52K
|
18.4K
$493K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
142New |
$3.71K - $4.14K
|
142
$3.81K
|
|
|
Feb 04, 2025
Q4 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
67+ 0.36% |
$1.75K - $1.95K
|
18.5K
$497K
|
|
|
Jan 21, 2025
Q4 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
43+ 0.44% |
$1.12K - $1.25K
|
9.82K
$263K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
23+ 3.09% |
$602 - $670
|
768
$20.6K
|
|
| Q3 2024 | |||||||
|
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 24, 2024
Q3 2024
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
BUY
|
- |
102K+ 159.76% |
$2.62M - $2.94M
|
166K
$4.45M
|
|
|
Oct 09, 2024
Q3 2024
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
7.41KNew |
$191K - $214K
|
7.41K
$199K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
7.3KNew |
$188K - $210K
|
7.3K
$196K
|
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
7.3KNew |
$188K - $210K
|
7.3K
$196K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
6.75K+ 31.11% |
$174K - $195K
|
28.5K
$764K
|
|
|
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
$394K
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
530New |
$13.6K - $15.3K
|
530
$14.2K
|
|
|
Nov 12, 2024
Q3 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
454New |
$11.7K - $13.1K
|
454
$12.2K
|
|
|
Oct 24, 2024
Q3 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
198New |
$5.09K - $5.7K
|
198
$5.31K
|
|
|
Nov 06, 2024
Q3 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
117New |
$3.01K - $3.37K
|
117
$3.14K
|
|
|
Oct 08, 2024
Q3 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
64+ 1.38% |
$1.65K - $1.84K
|
4.7K
$126K
|
|
|
Nov 12, 2024
Q3 2024
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
26+ 0.11% |
$669 - $749
|
22.7K
$608K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
34.7KNew |
$881K - $970K
|
34.7K
$931K
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
4.43K+ 47.18% |
$113K - $124K
|
13.8K
$371K
|
|
|
Jul 30, 2024
Q2 2024
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
3.7KNew |
$93.9K - $103K
|
3.7K
$99.3K
|
|
|
Aug 09, 2024
Q2 2024
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
910New |
$23.1K - $25.4K
|
910
$24.4K
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
41New |
$1.04K - $1.15K
|
41
$1.1K
|
|
| Q1 2024 | |||||||
|
May 09, 2024
Q1 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
9.74K+ 81.29% |
$231K - $253K
|
21.7K
$583K
|
|