Purchases and Sales Made in Q1 2025 in Dimensional ETF Tr Emerging Mk (DFEV)
This table provides information about the institutional ownership of Dimensional ETF Tr Emerging Mk (DFEV) during Q1 2025. 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 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
167+ 2.08% |
$4.25K - $4.67K
|
8.2K
$250K
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
160+ 12.9% |
$4.07K - $4.47K
|
1.4K
$42.6K
|
|
|
Apr 29, 2025
Q1 2025
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
149+ 1.72% |
$3.79K - $4.16K
|
8.81K
$268K
|
|
|
May 15, 2025
Q1 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
143+ 0.32% |
$3.64K - $4K
|
44.2K
$1.35M
|
|
|
May 06, 2025
Q1 2025
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
133+ 115.65% |
$3.38K - $3.72K
|
248
$7.55K
|
|
|
May 14, 2025
Q1 2025
|
Hanover Advisors Inc
Seneca, SC |
BUY
|
- |
112+ 0.62% |
$2.85K - $3.13K
|
18.1K
$551K
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
99New |
$2.52K - $2.77K
|
99
$3.02K
|
|
|
Apr 14, 2025
Q1 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
96+ 0.79% |
$2.44K - $2.68K
|
12.3K
$374K
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
BUY
|
- |
74New |
$1.88K - $2.07K
|
74
$2.25K
|
|
|
May 22, 2025
Q1 2025
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
48+ 0.26% |
$1.22K - $1.34K
|
18.4K
$561K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
18+ 0.19% |
$458 - $503
|
9.66K
$294K
|
|
|
Apr 23, 2025
Q1 2025
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
15+ 0.17% |
$382 - $419
|
8.61K
$262K
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
12New |
$305 - $335
|
12
$366
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
8+ 13.79% |
$204 - $224
|
66
$2.01K
|
|
|
May 05, 2025
Q1 2025
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
2+ 0.12% |
$50.9 - $55.9
|
1.73K
$52.8K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 10, 2025
Q1 2025
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-60- 0.45% |
$1.53K - $1.68K
|
13.2K
$402K
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-84- 0.19% |
$2.14K - $2.35K
|
44.8K
$1.36M
|
|
|
May 02, 2025
Q1 2025
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-100- 0.31% |
$2.54K - $2.8K
|
32.2K
$981K
|
|
|
Apr 09, 2025
Q1 2025
|
Marquette Asset Management, LLC
|
SELL
|
- |
-241- 0.04% |
$6.13K - $6.74K
|
643K
$19.6M
|
|
|
Apr 21, 2025
Q1 2025
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
SELL
|
- |
-396- 2.74% |
$10.1K - $11.1K
|
14.1K
$428K
|
|
|
Apr 22, 2025
Q1 2025
|
Foundation Wealth Management, Llc\Pa
Media, PA |
SELL
|
- |
-517- 1.14% |
$13.2K - $14.5K
|
44.9K
$1.37M
|
|
|
Apr 28, 2025
Q1 2025
|
Clune & Associates, Ltd.
Chicago, IL |
SELL
|
- |
-575- 4.64% |
$14.6K - $16.1K
|
11.8K
$360K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-803- 2.06% |
$20.4K - $22.4K
|
38.2K
$1.16M
|
|
|
Apr 22, 2025
Q1 2025
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
SELL
|
- |
-840- 9.18% |
$21.4K - $23.5K
|
8.31K
$253K
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-849- 0.43% |
$21.6K - $23.7K
|
198K
$6.04M
|
|
|
Apr 10, 2025
Q1 2025
|
Mc Grath & Associates, Inc.
Asheville, NC |
SELL
|
- |
-861- 1.32% |
$21.9K - $24.1K
|
64.5K
$1.96M
|
|
|
Apr 24, 2025
Q1 2025
|
Rcs Financial Planning, LLC
Annapolis, MD |
SELL
|
- |
-916- 5.05% |
$23.3K - $25.6K
|
17.2K
$524K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-1.1K- 4.89% |
$27.9K - $30.7K
|
21.3K
$649K
|
|
|
Apr 16, 2025
Q1 2025
|
Lam Group, Inc.
Lake Oswego, OR |
SELL
|
- |
-1.25K- 1.46% |
$31.8K - $34.9K
|
84.1K
$2.56M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-1.32K- 1.7% |
$33.5K - $36.8K
|
76K
$2.31M
|
|
|
May 06, 2025
Q1 2025
|
Unison Advisors LLC
|
SELL
|
- |
-1.32K- 6.28% |
$33.6K - $36.9K
|
19.7K
$600K
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-1.4K- 1.76% |
$35.6K - $39.1K
|
78K
$2.38M
|
|
|
Apr 25, 2025
Q1 2025
|
Oceanside Advisors LLC
Mount Pleasant, SC |
SELL
|
- |
-1.46K- 4.51% |
$37.2K - $40.9K
|
31K
$943K
|
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-1.5K- 0.19% |
$38.1K - $41.8K
|
806K
$24.6M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-1.58K- 13.67% |
$40.3K - $44.3K
|
10K
$305K
|
|
|
May 14, 2025
Q1 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-2.04K- 0.48% |
$51.9K - $57K
|
427K
$13M
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-2.39K- 2.84% |
$60.8K - $66.8K
|
81.7K
$2.49M
|
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-2.58K- 41.29% |
$65.6K - $72.1K
|
3.67K
$112K
|
|
|
May 14, 2025
Q1 2025
|
Elevate Wealth Advisory, Inc
Athens, GA |
SELL
|
- |
-3.2K- 47.72% |
$81.4K - $89.5K
|
3.51K
$107K
|
|
|
May 13, 2025
Q1 2025
|
Gentry Private Wealth, LLC
Wichita, KS |
SELL
|
- |
-4.15K- 32.23% |
$105K - $116K
|
8.72K
$265K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-4.55K- 0.98% |
$116K - $127K
|
461K
$14M
|
|
|
May 02, 2025
Q1 2025
|
Dravo Bay LLC
Wilmington, DE |
SELL
|
- |
-4.82K- 4.69% |
$123K - $135K
|
98K
$2.99M
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-5K- 19.74% |
$127K - $140K
|
20.3K
$619K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-5.05K- 9.79% |
$128K - $141K
|
46.5K
$1.42M
|
|
|
May 06, 2025
Q1 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-6.98K- 2.07% |
$178K - $195K
|
331K
$10.1M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-7.44K- 0.81% |
$189K - $208K
|
908K
$27.7M
|
|
|
Apr 21, 2025
Q1 2025
|
Evanson Asset Management, LLC
|
SELL
|
- |
-8.75K- 1.87% |
$223K - $245K
|
458K
$14M
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
SELL
|
- |
-9.27K- 0.91% |
$236K - $259K
|
1.01M
$30.7M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-10.2K- 13.77% |
$259K - $285K
|
63.8K
$1.94M
|