Purchases and Sales Made in Q1 2024 in Dimensional ETF Tr Emerging Mk (DFEV)
This table provides information about the institutional ownership of Dimensional ETF Tr Emerging Mk (DFEV) during Q1 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 16, 2024
Q1 2024
|
Asset Dedication, LLC
|
BUY
|
- |
130K+ 6.42% |
$3.1M - $3.39M
|
2.16M
$58.1M
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
112KNew |
$2.67M - $2.92M
|
112K
$3.02M
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
110K+ 38.18% |
$2.61M - $2.86M
|
398K
$10.7M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
81.3K+ 132.4% |
$1.93M - $2.11M
|
143K
$3.84M
|
|
|
May 10, 2024
Q1 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
64.1K+ 22.58% |
$1.52M - $1.67M
|
348K
$9.36M
|
|
|
Apr 17, 2024
Q1 2024
|
White Wing Wealth Management
The Wodlands, TX |
BUY
|
- |
58.2KNew |
$1.38M - $1.51M
|
58.2K
$1.57M
|
|
|
Apr 22, 2024
Q1 2024
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
55.5K+ 371.25% |
$1.32M - $1.44M
|
70.4K
$1.89M
|
|
|
Jun 25, 2024
Q1 2024
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
55.4K+ 13.32% |
$1.32M - $1.44M
|
471K
$12.7M
|
|
|
Apr 12, 2024
Q1 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
41.3K+ 12.28% |
$981K - $1.07M
|
378K
$10.1M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
34.1K+ 8.54% |
$810K - $885K
|
433K
$11.6M
|
|
|
May 13, 2024
Q1 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
33.5K+ 14.18% |
$795K - $869K
|
269K
$7.24M
|
|
|
Apr 25, 2024
Q1 2024
|
Financial Architects, LLC
Woodstock, GA |
BUY
|
- |
32.2K+ 15.93% |
$765K - $836K
|
234K
$6.3M
|
|
|
Apr 24, 2024
Q1 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
32.1K+ 3.6% |
$762K - $833K
|
924K
$24.8M
|
|
|
May 13, 2024
Q1 2024
|
Index Fund Advisors, Inc.
|
BUY
|
- |
31.4K+ 21.7% |
$747K - $816K
|
176K
$4.74M
|
|
|
Apr 19, 2024
Q1 2024
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
30.4KNew |
$721K - $788K
|
30.4K
$816K
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
28.2K+ 13.05% |
$670K - $732K
|
244K
$6.57M
|
|
|
Apr 16, 2024
Q1 2024
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
27.1K+ 32.84% |
$643K - $703K
|
109K
$2.94M
|
|
|
May 14, 2024
Q1 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
26.9K+ 3.63% |
$639K - $698K
|
767K
$20.6M
|
|
|
May 09, 2024
Q1 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
26K+ 151.21% |
$617K - $675K
|
43.2K
$1.16M
|
|
|
Apr 17, 2024
Q1 2024
|
Strata Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
25.5KNew |
$607K - $663K
|
25.5K
$686K
|
|
|
May 10, 2024
Q1 2024
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
24.7K+ 17.89% |
$586K - $640K
|
163K
$4.37M
|
|
|
May 15, 2024
Q1 2024
|
Hanover Advisors Inc
Seneca, SC |
BUY
|
- |
23.8KNew |
$566K - $619K
|
23.8K
$641K
|
|
|
May 15, 2024
Q1 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
23.7K+ 17.95% |
$563K - $616K
|
156K
$4.19M
|
|
|
May 10, 2024
Q1 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
22.2K+ 43.42% |
$528K - $577K
|
73.4K
$1.97M
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
21.9K+ 3.98% |
$520K - $569K
|
573K
$15.4M
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
16.2K+ 17.2% |
$385K - $420K
|
110K
$2.96M
|
|
|
May 15, 2024
Q1 2024
|
Css LLC
Chicago, IL |
BUY
|
- |
16.1KNew |
$382K - $417K
|
16.1K
$432K
|
|
|
May 06, 2024
Q1 2024
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
15.4K+ 15.04% |
$365K - $399K
|
118K
$3.16M
|
|
|
May 03, 2024
Q1 2024
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
13.7K+ 24.78% |
$326K - $356K
|
69K
$1.86M
|
|
|
Apr 29, 2024
Q1 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
12.6K+ 10.72% |
$299K - $327K
|
130K
$3.5M
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
12K+ 22.5% |
$285K - $312K
|
65.3K
$1.76M
|
|
|
Apr 24, 2024
Q1 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
11.9K+ 16.03% |
$283K - $310K
|
86.3K
$2.32M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
11.9K+ 61.99% |
$283K - $309K
|
31.1K
$836K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
11.1K+ 19.23% |
$264K - $288K
|
68.8K
$1.85M
|
|
|
May 09, 2024
Q1 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
9.74K+ 81.29% |
$231K - $253K
|
21.7K
$584K
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
9.68K+ 49.99% |
$230K - $251K
|
29K
$781K
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
8.99KNew |
$214K - $233K
|
8.99K
$242K
|
|
|
Jul 03, 2024
Q1 2024
|
Mills Wealth Advisors LLC
Southlake, TX |
BUY
|
- |
8.53K+ 10.94% |
$203K - $222K
|
86.5K
$2.33M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
8.33K+ 21.98% |
$198K - $216K
|
46.2K
$1.24M
|
|
|
May 06, 2024
Q1 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
7.96K+ 3.05% |
$189K - $207K
|
269K
$7.22M
|
|
|
May 15, 2024
Q1 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
7.9KNew |
$188K - $205K
|
7.9K
$212K
|
|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
7.08K+ 12.26% |
$168K - $184K
|
64.8K
$1.74M
|
|
|
Apr 26, 2024
Q1 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
6.73K+ 11.84% |
$160K - $175K
|
63.6K
$1.71M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
6.22K+ 68.87% |
$148K - $162K
|
15.2K
$410K
|
|
|
Apr 30, 2024
Q1 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
5.52K+ 7.78% |
$131K - $143K
|
76.4K
$2.05M
|
|
|
May 02, 2024
Q1 2024
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
5.3K+ 2.35% |
$126K - $138K
|
231K
$6.21M
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
4.96KNew |
$118K - $129K
|
4.96K
$133K
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
4.91K+ 9.88% |
$117K - $127K
|
54.6K
$1.47M
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
4.85K+ 5.06% |
$115K - $126K
|
101K
$2.7M
|
|
|
May 06, 2024
Q1 2024
|
Marquette Asset Management, LLC
|
BUY
|
- |
4.83K+ 0.78% |
$115K - $125K
|
620K
$16.7M
|