Latest Institutional Sells 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 sells. 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 sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-197K- 80.52% |
$4.99M - $5.5M
|
47.6K
$1.29M
|
|
Jul 23, 2024
Q2 2024
|
Heritage Financial Services, LLC
|
SELL
|
- |
-26.6K- 14.96% |
$675K - $744K
|
151K
$4.1M
|
|
Jul 19, 2024
Q2 2024
|
Rcs Financial Planning, LLC
Annapolis, MD |
SELL
|
- |
-19.7K- 49.74% |
$501K - $552K
|
19.9K
$541K
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-15K- 3.77% |
$381K - $420K
|
383K
$10.4M
|
|
Aug 12, 2024
Q2 2024
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-9.39K- 6.03% |
$238K - $262K
|
146K
$3.97M
|
|
Aug 14, 2024
Q2 2024
|
Hanover Advisors Inc
Seneca, SC |
SELL
|
- |
-4.89K- 20.49% |
$124K - $137K
|
19K
$514K
|
|
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-3.73K- 2.88% |
$94.7K - $104K
|
126K
$3.41M
|
|
Aug 05, 2024
Q2 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-2.47K- 0.75% |
$62.8K - $69.1K
|
326K
$8.85M
|
|
Jul 12, 2024
Q2 2024
|
Avondale Wealth Management
|
SELL
|
- |
-2K- 50.0% |
$50.8K - $55.9K
|
2K
$54.2K
|
|
Jul 15, 2024
Q2 2024
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-1.45K- 1.5% |
$36.7K - $40.4K
|
94.9K
$2.57M
|
|
Jul 25, 2024
Q2 2024
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-1.4K- 11.59% |
$35.5K - $39.1K
|
10.7K
$289K
|
|
Jul 25, 2024
Q2 2024
|
Oceanside Advisors LLC
Mount Pleasant, SC |
SELL
|
- |
-1.16K- 4.04% |
$29.5K - $32.4K
|
27.6K
$748K
|
|
Aug 14, 2024
Q2 2024
|
American Investment Services, Inc.
|
SELL
|
- |
-789- 7.33% |
$20K - $22.1K
|
9.98K
$271K
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-732- 2.17% |
$18.6K - $20.5K
|
33K
$895K
|
|
Jul 12, 2024
Q2 2024
|
Unison Advisors LLC
|
SELL
|
- |
-691- 2.95% |
$17.5K - $19.3K
|
22.7K
$616K
|
|
Aug 13, 2024
Q2 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-683- 0.16% |
$17.3K - $19.1K
|
420K
$11.4M
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-665- 7.4% |
$16.9K - $18.6K
|
8.32K
$226K
|
|
Aug 13, 2024
Q2 2024
|
En Rich Financial Partners LLC
Madison, WI |
SELL
|
- |
-645- 1.2% |
$16.4K - $18K
|
53.2K
$1.44M
|
|
Aug 01, 2024
Q2 2024
|
Mraz, Amerine & Associates, Inc.
|
SELL
|
- |
-400- 4.22% |
$10.2K - $11.2K
|
9.07K
$246K
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-297- 84.86% |
$7.54K - $8.3K
|
53
$1.44K
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-245- 24.75% |
$6.22K - $6.85K
|
745
$20.2K
|
|
Aug 14, 2024
Q2 2024
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-209- 0.03% |
$5.31K - $5.84K
|
767K
$20.8M
|
|
Jul 30, 2024
Q2 2024
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
SELL
|
- |
-105- 0.73% |
$2.67K - $2.94K
|
14.2K
$385K
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-92- 28.84% |
$2.34K - $2.57K
|
227
$6.16K
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-23- 1.65% |
$584 - $643
|
1.37K
$37.1K
|
|
Q1 2024 | |||||||
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-21.1K- 94.69% |
$502K - $548K
|
1.19K
$32.1K
|
|
Apr 15, 2024
Q1 2024
|
Allen Capital Group, LLC
|
SELL
|
- |
-3.85K- 17.89% |
$91.4K - $99.9K
|
17.7K
$479K
|
|
May 02, 2024
Q1 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
SELL
|
- |
-1.6K- 19.37% |
$38K - $41.6K
|
6.67K
$181K
|
|
May 09, 2024
Q1 2024
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-771- 8.37% |
$18.3K - $20K
|
8.44K
$229K
|
|
Apr 23, 2024
Q1 2024
|
Applied Capital LLC
|
SELL
|
- |
-256- 0.44% |
$6.08K - $6.65K
|
57.3K
$1.55M
|
|
Q4 2023 | |||||||
Feb 13, 2024
Q4 2023
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-168K- 53.19% |
$3.79M - $4.22M
|
148K
$4M
|
|
Feb 14, 2024
Q4 2023
|
Gibson Capital, LLC
Wexford, PA |
SELL
|
- |
-17K- 34.71% |
$384K - $428K
|
32K
$867K
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-1.6K- 6.5% |
$36.2K - $40.3K
|
23K
$624K
|
|
Feb 02, 2024
Q4 2023
|
Red Lighthouse Investment Management, LLC
New York, NY |
SELL
|
- |
-774- 14.97% |
$17.5K - $19.5K
|
4.4K
$119K
|
|
Q3 2023 | |||||||
Oct 25, 2023
Q3 2023
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-12.2K- 2.68% |
$288K - $317K
|
444K
$12M
|
|
Oct 30, 2023
Q3 2023
|
Del Sette Capital Management, LLC
|
SELL
|
- |
-205- 0.16% |
$4.82K - $5.3K
|
132K
$3.58M
|
|
Q1 2023 | |||||||
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.71K- 15.12% |
$38.3K - $41.9K
|
9.59K
$260K
|
|
Q3 2022 | |||||||
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
SELL
|
- |
-11.5K- 52.67% |
$246K - $277K
|
10.4K
$281K
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-431- 39.22% |
$9.21K - $10.4K
|
668
$18.1K
|