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 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
2.14K+ 15.12% |
$50.1K - $53.7K
|
16.3K
$439K
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
2.11KNew |
$49.3K - $52.9K
|
2.11K
$56.8K
|
|
|
Jul 31, 2023
Q2 2023
|
Del Sette Capital Management, LLC
|
BUY
|
- |
2.05K+ 1.58% |
$47.9K - $51.4K
|
132K
$3.55M
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.73K+ 0.5% |
$40.3K - $43.2K
|
347K
$9.33M
|
|
|
Aug 07, 2023
Q2 2023
|
American Investment Services, Inc.
|
BUY
|
- |
1.42K+ 15.16% |
$33.1K - $35.5K
|
10.8K
$290K
|
|
|
Jul 03, 2024
Q2 2023
|
Mills Wealth Advisors LLC
Southlake, TX |
BUY
|
- |
1.2K+ 1.81% |
$28.1K - $30.2K
|
67.6K
$1.82M
|
|
|
Aug 10, 2023
Q2 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
1.19K+ 1.93% |
$27.9K - $29.9K
|
63.2K
$1.7M
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.11K+ 10.44% |
$25.9K - $27.7K
|
11.7K
$315K
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
1.05K+ 2.78% |
$24.6K - $26.4K
|
38.9K
$1.05M
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
906+ 7.82% |
$21.2K - $22.7K
|
12.5K
$336K
|
|
|
Jul 14, 2023
Q2 2023
|
Applied Capital LLC
|
BUY
|
- |
622+ 1.12% |
$14.5K - $15.6K
|
56.4K
$1.52M
|
|
|
Jul 24, 2023
Q2 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
497New |
$11.6K - $12.5K
|
497
$13.4K
|
|
|
Aug 04, 2023
Q2 2023
|
Schubert & CO
|
BUY
|
- |
443+ 4.26% |
$10.3K - $11.1K
|
10.8K
$292K
|
|
|
Aug 07, 2023
Q2 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
266+ 2.25% |
$6.21K - $6.67K
|
12.1K
$325K
|
|
|
Jul 27, 2023
Q2 2023
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
249+ 21.61% |
$5.82K - $6.24K
|
1.4K
$37.7K
|
|
|
Aug 02, 2023
Q2 2023
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
BUY
|
- |
120+ 0.86% |
$2.8K - $3.01K
|
14K
$378K
|
|
|
Aug 14, 2023
Q2 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
119+ 0.49% |
$2.78K - $2.98K
|
24.6K
$663K
|
|
|
Aug 03, 2023
Q2 2023
|
Larson Financial Group LLC
|
BUY
|
- |
45New |
$1.05K - $1.13K
|
45
$1.21K
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
25New |
$584 - $627
|
25
$673
|
|
|
Aug 08, 2023
Q2 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
21+ 6.33% |
$491 - $526
|
353
$9.5K
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
10+ 0.1% |
$234 - $251
|
10.4K
$281K
|
|
|
Aug 11, 2023
Q2 2023
|
Phillips Financial Management, LLC
|
BUY
|
- |
5+ 0.81% |
$117 - $125
|
620
$16.7K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 12, 2023
Q2 2023
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-205- 1.2% |
$4.79K - $5.14K
|
16.9K
$455K
|
|
|
Jul 24, 2023
Q2 2023
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-210- 0.25% |
$4.91K - $5.26K
|
84.8K
$2.28M
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-223- 18.38% |
$5.21K - $5.59K
|
990
$26.6K
|
|
|
Jul 24, 2023
Q2 2023
|
Allen Capital Group, LLC
|
SELL
|
- |
-328- 1.3% |
$7.66K - $8.22K
|
24.9K
$670K
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-514- 0.75% |
$12K - $12.9K
|
68K
$1.83M
|
|
|
Jul 28, 2023
Q2 2023
|
Unison Advisors LLC
|
SELL
|
- |
-1.25K- 4.4% |
$29.3K - $31.4K
|
27.2K
$732K
|
|
|
Jul 25, 2023
Q2 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-1.36K- 3.27% |
$31.8K - $34.1K
|
40.2K
$1.08M
|
|
|
Jul 14, 2023
Q2 2023
|
Lam Group, Inc.
Lake Oswego, OR |
SELL
|
- |
-1.63K- 2.1% |
$38.1K - $40.8K
|
75.8K
$2.04M
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-2.71K- 72.44% |
$63.4K - $68K
|
1.03K
$27.8K
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-2.71K- 72.44% |
$63.4K - $68K
|
1.03K
$27.8K
|
|
|
Aug 14, 2023
Q2 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-4.15K- 8.35% |
$97K - $104K
|
45.6K
$1.23M
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-12.2K- 48.21% |
$284K - $305K
|
13.1K
$352K
|
|
|
Jul 17, 2023
Q2 2023
|
Gibson Capital, LLC
Wexford, PA |
SELL
|
- |
-13.9K- 22.1% |
$325K - $348K
|
49K
$1.32M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-24.9K- 59.79% |
$581K - $623K
|
16.7K
$450K
|
|
|
Aug 08, 2023
Q2 2023
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-40.3K- 8.13% |
$942K - $1.01M
|
456K
$12.3M
|
|
|
Aug 09, 2023
Q2 2023
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-45.8K- 48.67% |
$1.07M - $1.15M
|
48.3K
$1.3M
|
|
|
Aug 03, 2023
Q2 2023
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-95.5K- 23.12% |
$2.23M - $2.39M
|
318K
$8.54M
|
|
|
Aug 08, 2023
Q2 2023
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-108K- 31.48% |
$2.53M - $2.71M
|
236K
$6.34M
|
|
|
Aug 14, 2023
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-424K- 44.25% |
$9.91M - $10.6M
|
535K
$14.4M
|