Purchases and Sales Made in Q1 2023 in Dimensional ETF Tr Emerging Mk (DFEV)
This table provides information about the institutional ownership of Dimensional ETF Tr Emerging Mk (DFEV) during Q1 2023. The information is specifically focused on institutions that hold shares of DIMENSIONAL ETF TR EMERGING MK.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 10, 2023
Q1 2023
|
Heritage Financial Services, LLC
|
BUY
|
- |
169K+ 13.22% |
$3.79M - $4.15M
|
1.45M
$39M
|
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
136K+ 61.9% |
$3.04M - $3.33M
|
355K
$9.56M
|
|
|
Apr 21, 2023
Q1 2023
|
Asset Dedication, LLC
|
BUY
|
- |
135K+ 8.58% |
$3.03M - $3.31M
|
1.71M
$46M
|
|
|
May 02, 2023
Q1 2023
|
Del Sette Capital Management, LLC
|
BUY
|
- |
130KNew |
$2.91M - $3.19M
|
130K
$3.5M
|
|
|
May 05, 2023
Q1 2023
|
Sentinel Trust CO Lba
Houston, TX |
BUY
|
- |
127K+ 44.41% |
$2.84M - $3.11M
|
413K
$11.1M
|
|
|
Apr 19, 2023
Q1 2023
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
122KNew |
$2.73M - $2.99M
|
122K
$3.28M
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
113K+ 172.86% |
$2.54M - $2.78M
|
179K
$4.81M
|
|
|
May 15, 2023
Q1 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
106K+ 12.37% |
$2.36M - $2.59M
|
959K
$25.8M
|
|
|
Apr 13, 2023
Q1 2023
|
Retirement Solution Inc.
|
BUY
|
- |
92.3KNew |
$2.07M - $2.26M
|
92.3K
$2.48M
|
|
|
May 03, 2023
Q1 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
76.3K+ 28.5% |
$1.71M - $1.87M
|
344K
$9.26M
|
|
|
Apr 26, 2023
Q1 2023
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
75.2K+ 511.01% |
$1.69M - $1.84M
|
90K
$2.42M
|
|
|
Jun 25, 2024
Q1 2023
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
64.8K+ 33.5% |
$1.45M - $1.59M
|
258K
$6.95M
|
|
|
May 09, 2023
Q1 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
53.4KNew |
$1.2M - $1.31M
|
53.4K
$1.44M
|
|
|
May 15, 2023
Q1 2023
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
47.9K+ 36.3% |
$1.07M - $1.17M
|
180K
$4.84M
|
|
|
May 12, 2023
Q1 2023
|
Old Mission Capital LLC
|
BUY
|
- |
47K+ 19.52% |
$1.05M - $1.15M
|
288K
$7.74M
|
|
|
Apr 24, 2023
Q1 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
45.7KNew |
$1.02M - $1.12M
|
45.7K
$1.23M
|
|
|
Apr 26, 2023
Q1 2023
|
Relaxing Retirement Coach
|
BUY
|
- |
43.6K+ 55.78% |
$976K - $1.07M
|
122K
$3.28M
|
|
|
May 12, 2023
Q1 2023
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
40.4K+ 17.11% |
$905K - $990K
|
276K
$7.44M
|
|
|
Apr 27, 2023
Q1 2023
|
Matisse Capital
|
BUY
|
- |
38.6KNew |
$865K - $946K
|
38.6K
$1.04M
|
|
|
May 15, 2023
Q1 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
37.9KNew |
$848K - $928K
|
37.9K
$1.02M
|
|
|
Jul 03, 2024
Q1 2023
|
Mills Wealth Advisors LLC
Southlake, TX |
BUY
|
- |
37.3K+ 128.07% |
$835K - $914K
|
66.4K
$1.79M
|
|
|
May 08, 2023
Q1 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
36.2K+ 35.03% |
$811K - $888K
|
140K
$3.76M
|
|
|
Apr 21, 2023
Q1 2023
|
Index Fund Advisors, Inc.
|
BUY
|
- |
33.6K+ 351.17% |
$754K - $825K
|
43.2K
$1.16M
|
|
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
32.1K+ 107.29% |
$719K - $787K
|
62K
$1.67M
|
|
|
Apr 12, 2023
Q1 2023
|
Evanson Asset Management, LLC
|
BUY
|
- |
31K+ 20.66% |
$695K - $761K
|
181K
$4.88M
|
|
|
Apr 24, 2023
Q1 2023
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
29.1K+ 40.43% |
$653K - $714K
|
101K
$2.72M
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
27.5KNew |
$615K - $673K
|
27.5K
$739K
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
25.3KNew |
$566K - $619K
|
25.3K
$680K
|
|
|
Apr 28, 2023
Q1 2023
|
Allen Capital Group, LLC
|
BUY
|
- |
25.2KNew |
$565K - $618K
|
25.2K
$679K
|
|
|
Apr 19, 2023
Q1 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
25.1K+ 3.34% |
$562K - $615K
|
776K
$20.9M
|
|
|
Apr 05, 2023
Q1 2023
|
Avondale Wealth Management
|
BUY
|
- |
21.5KNew |
$482K - $527K
|
21.5K
$579K
|
|
|
May 11, 2023
Q1 2023
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
20.6KNew |
$461K - $504K
|
20.6K
$554K
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
18.9KNew |
$423K - $463K
|
18.9K
$508K
|
|
|
May 03, 2023
Q1 2023
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
18.1K+ 45.89% |
$407K - $445K
|
57.7K
$1.55M
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
17.2K+ 72.48% |
$385K - $421K
|
40.9K
$1.1M
|
|
|
Apr 14, 2023
Q1 2023
|
Gibson Capital, LLC
Wexford, PA |
BUY
|
- |
13.9K+ 28.38% |
$311K - $341K
|
62.9K
$1.69M
|
|
|
May 02, 2023
Q1 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
12.6K+ 7.27% |
$283K - $309K
|
186K
$5.01M
|
|
|
May 09, 2023
Q1 2023
|
Brainard Capital Management LLC
Austin, TX |
BUY
|
- |
11.7K+ 35.28% |
$261K - $286K
|
44.7K
$1.2M
|
|
|
Apr 26, 2023
Q1 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
10.9K+ 25.49% |
$243K - $266K
|
53.5K
$1.44M
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
10.6KNew |
$238K - $260K
|
10.6K
$285K
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
10.4KNew |
$233K - $255K
|
10.4K
$280K
|
|
|
May 15, 2023
Q1 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
10.1KNew |
$227K - $248K
|
10.1K
$272K
|
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
BUY
|
- |
9.77KNew |
$219K - $240K
|
9.77K
$263K
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
8.32K+ 24.53% |
$186K - $204K
|
42.2K
$1.14M
|
|
|
May 01, 2023
Q1 2023
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
7.9K+ 2.88% |
$177K - $194K
|
282K
$7.59M
|
|
|
Apr 21, 2023
Q1 2023
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
7.67K+ 28.21% |
$172K - $188K
|
34.9K
$938K
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
6.13K+ 1.81% |
$137K - $150K
|
345K
$9.28M
|
|
|
Apr 27, 2023
Q1 2023
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
5.34K+ 10.65% |
$120K - $131K
|
55.5K
$1.49M
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
4.78K+ 24.83% |
$107K - $117K
|
24.1K
$647K
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
BUY
|
- |
4.77K+ 84.95% |
$107K - $117K
|
10.4K
$280K
|