Purchases and Sales Made in Q2 2023 in Dimensional ETF Tr Emerging Mk (DFEV)
This table provides information about the institutional ownership of Dimensional ETF Tr Emerging Mk (DFEV) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
749K+ 401.02% |
$17.5M - $18.8M
|
936K
$25.2M
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
433K+ 295.21% |
$10.1M - $10.8M
|
580K
$15.6M
|
|
|
Aug 21, 2023
Q2 2023
|
Asset Dedication, LLC
|
BUY
|
- |
149K+ 8.74% |
$3.49M - $3.75M
|
1.86M
$50M
|
|
|
Jun 25, 2024
Q2 2023
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
73.7K+ 28.52% |
$1.72M - $1.85M
|
332K
$8.94M
|
|
|
Aug 11, 2023
Q2 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
71.5K+ 20.11% |
$1.67M - $1.79M
|
427K
$11.5M
|
|
|
Jul 24, 2023
Q2 2023
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
52.4KNew |
$1.22M - $1.31M
|
52.4K
$1.41M
|
|
|
Jul 10, 2023
Q2 2023
|
Evanson Asset Management, LLC
|
BUY
|
- |
49.2K+ 27.13% |
$1.15M - $1.23M
|
230K
$6.2M
|
|
|
Jul 31, 2023
Q2 2023
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
48.2K+ 39.57% |
$1.13M - $1.21M
|
170K
$4.58M
|
|
|
Jul 14, 2023
Q2 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
47.8K+ 6.15% |
$1.12M - $1.2M
|
824K
$22.2M
|
|
|
Aug 14, 2023
Q2 2023
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
42.7K+ 15.45% |
$998K - $1.07M
|
319K
$8.59M
|
|
|
Aug 02, 2023
Q2 2023
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
38.8K+ 13.76% |
$907K - $973K
|
321K
$8.63M
|
|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
38.2K+ 70.67% |
$892K - $957K
|
92.2K
$2.48M
|
|
|
Aug 11, 2023
Q2 2023
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
35KNew |
$817K - $876K
|
35K
$941K
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
33.4KNew |
$780K - $836K
|
33.4K
$898K
|
|
|
Jul 24, 2023
Q2 2023
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
32.9K+ 36.52% |
$767K - $823K
|
123K
$3.3M
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
31.1K+ 17.41% |
$727K - $780K
|
210K
$5.65M
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
25.1K+ 46.9% |
$585K - $628K
|
78.5K
$2.11M
|
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
24.5KNew |
$573K - $615K
|
24.5K
$661K
|
|
|
Aug 10, 2023
Q2 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
22.9K+ 12.3% |
$535K - $574K
|
209K
$5.63M
|
|
|
Aug 14, 2023
Q2 2023
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
20.8K+ 11.6% |
$487K - $522K
|
201K
$5.4M
|
|
|
Aug 10, 2023
Q2 2023
|
Index Fund Advisors, Inc.
|
BUY
|
- |
18.9K+ 43.62% |
$440K - $473K
|
62.1K
$1.67M
|
|
|
Jul 31, 2023
Q2 2023
|
Heritage Financial Services, LLC
|
BUY
|
- |
18.5K+ 1.28% |
$432K - $463K
|
1.47M
$39.5M
|
|
|
Jul 26, 2023
Q2 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
15.8KNew |
$370K - $397K
|
15.8K
$426K
|
|
|
Jul 28, 2023
Q2 2023
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
15.7K+ 27.29% |
$368K - $395K
|
73.4K
$1.98M
|
|
|
Aug 09, 2023
Q2 2023
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
14.4K+ 14.26% |
$337K - $362K
|
116K
$3.11M
|
|
|
Aug 09, 2023
Q2 2023
|
Old Mission Capital LLC
|
BUY
|
- |
14K+ 4.85% |
$326K - $350K
|
302K
$8.12M
|
|
|
Jul 31, 2023
Q2 2023
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
10.6K+ 30.34% |
$247K - $265K
|
45.4K
$1.22M
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
9.98K+ 52.84% |
$233K - $250K
|
28.9K
$777K
|
|
|
Aug 11, 2023
Q2 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
9.84KNew |
$230K - $247K
|
9.84K
$265K
|
|
|
Jul 26, 2023
Q2 2023
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
9.24K+ 44.93% |
$216K - $232K
|
29.8K
$802K
|
|
|
Jul 24, 2023
Q2 2023
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
9.22K+ 16.61% |
$215K - $231K
|
64.7K
$1.74M
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
9.05K+ 21.45% |
$212K - $227K
|
51.3K
$1.38M
|
|
|
Aug 07, 2023
Q2 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
8.81K+ 16.47% |
$206K - $221K
|
62.3K
$1.68M
|
|
|
Aug 14, 2023
Q2 2023
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
8.58KNew |
$200K - $215K
|
8.58K
$231K
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
BUY
|
- |
8.56KNew |
$200K - $215K
|
8.56K
$230K
|
|
|
Aug 10, 2023
Q2 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
8.48K+ 6.07% |
$198K - $212K
|
148K
$3.98M
|
|
|
May 01, 2024
Q2 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
8.48K+ 6.07% |
$198K - $212K
|
148K
$3.98M
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
7.76K+ 456.29% |
$181K - $194K
|
9.46K
$254K
|
|
|
Jul 25, 2023
Q2 2023
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
6.91K+ 10.08% |
$161K - $173K
|
75.5K
$2.03M
|
|
|
Jul 21, 2023
Q2 2023
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
6.14K+ 16.47% |
$144K - $154K
|
43.5K
$1.17M
|
|
|
Aug 11, 2023
Q2 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
5.39KNew |
$126K - $135K
|
5.39K
$145K
|
|
|
Aug 03, 2023
Q2 2023
|
Retirement Solution Inc.
|
BUY
|
- |
4.01K+ 4.34% |
$93.7K - $100K
|
96.3K
$2.59M
|
|
|
Aug 08, 2023
Q2 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
4K+ 8.76% |
$93.5K - $100K
|
49.7K
$1.34M
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3.79K+ 9.26% |
$88.4K - $94.9K
|
44.7K
$1.2M
|
|
|
Aug 07, 2023
Q2 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
3.6K+ 35.53% |
$84K - $90.1K
|
13.7K
$369K
|
|
|
Jul 31, 2023
Q2 2023
|
Triad Financial Advisors, Inc.
Greensboro, NC |
BUY
|
- |
3.53K+ 14.35% |
$82.3K - $88.3K
|
28.1K
$756K
|
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
BUY
|
- |
3.44K+ 35.25% |
$80.5K - $86.3K
|
13.2K
$356K
|
|
|
Aug 14, 2023
Q2 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
3.09K+ 78.61% |
$72.2K - $77.4K
|
7.02K
$189K
|
|
|
Jul 26, 2023
Q2 2023
|
Relaxing Retirement Coach
|
BUY
|
- |
2.91K+ 2.39% |
$68K - $72.9K
|
125K
$3.35M
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.76K+ 11.48% |
$64.5K - $69.2K
|
26.8K
$722K
|