Purchases and Sales Made in Q2 2024 in Dimensional ETF Tr Emerging Mk (DFEV)
This table provides information about the institutional ownership of Dimensional ETF Tr Emerging Mk (DFEV) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 19, 2024
Q2 2024
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
315K+ 447.93% |
$8.01M - $8.82M
|
386K
$9.85M
|
|
|
Aug 14, 2024
Q2 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
210KNew |
$5.34M - $5.88M
|
210K
$5.37M
|
|
|
Aug 05, 2024
Q2 2024
|
Savant Capital, LLC
|
BUY
|
- |
154K+ 157.67% |
$3.91M - $4.31M
|
252K
$6.43M
|
|
|
Aug 06, 2024
Q2 2024
|
Asset Dedication, LLC
|
BUY
|
- |
129K+ 5.98% |
$3.28M - $3.61M
|
2.29M
$58.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
110KNew |
$2.78M - $3.07M
|
110K
$2.8M
|
|
|
Jul 25, 2024
Q2 2024
|
Retirement Solution Inc.
|
BUY
|
- |
105K+ 100.8% |
$2.68M - $2.95M
|
210K
$5.36M
|
|
|
Sep 18, 2024
Q2 2024
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
83.2K+ 17.67% |
$2.11M - $2.33M
|
554K
$14.1M
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
78.8K+ 3238.07% |
$2M - $2.2M
|
81.3K
$2.08M
|
|
|
Aug 02, 2024
Q2 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
58.5K+ 67.77% |
$1.48M - $1.64M
|
145K
$3.7M
|
|
|
Aug 02, 2024
Q2 2024
|
Index Fund Advisors, Inc.
|
BUY
|
- |
53.6K+ 30.39% |
$1.36M - $1.5M
|
230K
$5.87M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
49.9K+ 11.51% |
$1.27M - $1.39M
|
483K
$12.3M
|
|
|
Aug 09, 2024
Q2 2024
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
49.6KNew |
$1.26M - $1.39M
|
49.6K
$1.27M
|
|
|
Aug 13, 2024
Q2 2024
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
BUY
|
- |
47.5K+ 290.85% |
$1.21M - $1.33M
|
63.8K
$1.63M
|
|
|
Aug 14, 2024
Q2 2024
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
34.7KNew |
$881K - $970K
|
34.7K
$886K
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
34.7K+ 53.06% |
$880K - $969K
|
100K
$2.55M
|
|
|
Aug 13, 2024
Q2 2024
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
33.7K+ 20.72% |
$855K - $942K
|
196K
$5.01M
|
|
|
Jul 25, 2024
Q2 2024
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
30.8K+ 28.16% |
$782K - $862K
|
140K
$3.58M
|
|
|
Jul 12, 2024
Q2 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
30.4K+ 8.06% |
$773K - $851K
|
408K
$10.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
23.9K+ 566.96% |
$608K - $669K
|
28.2K
$719K
|
|
|
Aug 12, 2024
Q2 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
23.4K+ 6.73% |
$595K - $655K
|
372K
$9.49M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
21.6K+ 819.65% |
$549K - $604K
|
24.2K
$619K
|
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
20.6K+ 3.6% |
$523K - $576K
|
593K
$15.1M
|
|
|
Jul 22, 2024
Q2 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
20.4K+ 15.71% |
$519K - $572K
|
151K
$3.84M
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
16.4K+ 144.7% |
$416K - $459K
|
27.7K
$708K
|
|
|
Jul 30, 2024
Q2 2024
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
16.2K+ 13.76% |
$411K - $452K
|
134K
$3.42M
|
|
|
Jul 18, 2024
Q2 2024
|
Efficient Frontier Advisors LLC
Eastford, CT |
BUY
|
- |
15.4KNew |
$390K - $430K
|
15.4K
$392K
|
|
|
Sep 09, 2024
Q2 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
14.9KNew |
$378K - $417K
|
14.9K
$380K
|
|
|
Aug 08, 2024
Q2 2024
|
Mills Wealth Advisors LLC
Southlake, TX |
BUY
|
- |
14.7K+ 16.98% |
$373K - $411K
|
101K
$2.58M
|
|
|
Jul 31, 2024
Q2 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
14.7K+ 22.67% |
$373K - $410K
|
79.4K
$2.03M
|
|
|
Aug 05, 2024
Q2 2024
|
Gentry Private Wealth, LLC
Wichita, KS |
BUY
|
- |
14.5KNew |
$367K - $404K
|
14.5K
$369K
|
|
|
Aug 01, 2024
Q2 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
14K+ 32.48% |
$356K - $392K
|
57.2K
$1.46M
|
|
|
Aug 07, 2024
Q2 2024
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
13.4KNew |
$340K - $375K
|
13.4K
$342K
|
|
|
Jul 11, 2024
Q2 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
13.2KNew |
$335K - $369K
|
13.2K
$337K
|
|
|
Jul 12, 2024
Q2 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
12.7KNew |
$321K - $354K
|
12.7K
$323K
|
|
|
Jul 17, 2024
Q2 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
12.3KNew |
$312K - $344K
|
12.3K
$314K
|
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
12.1K+ 6.6% |
$308K - $339K
|
196K
$5M
|
|
|
Aug 01, 2024
Q2 2024
|
White Wing Wealth Management
The Wodlands, TX |
BUY
|
- |
12K+ 20.55% |
$304K - $335K
|
70.2K
$1.79M
|
|
|
Aug 14, 2024
Q2 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
11.9K+ 4.41% |
$302K - $332K
|
281K
$7.18M
|
|
|
Jul 26, 2024
Q2 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
10.9K+ 8.43% |
$277K - $305K
|
141K
$3.59M
|
|
|
Aug 14, 2024
Q2 2024
|
Marquette Asset Management, LLC
|
BUY
|
- |
10.8K+ 1.74% |
$273K - $301K
|
631K
$16.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
10.7K+ 14.58% |
$272K - $299K
|
84.2K
$2.15M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
10.4KNew |
$265K - $292K
|
10.4K
$267K
|
|
|
Jul 15, 2024
Q2 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
9.98KNew |
$253K - $279K
|
9.98K
$255K
|
|
|
Jul 26, 2024
Q2 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
9.71KNew |
$246K - $271K
|
9.71K
$248K
|
|
|
Aug 06, 2024
Q2 2024
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
9.38K+ 15.96% |
$238K - $262K
|
68.1K
$1.74M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
8.48KNew |
$215K - $237K
|
8.48K
$216K
|
|
|
Jul 31, 2024
Q2 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
8.1K+ 0.88% |
$206K - $226K
|
932K
$23.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
8.08K+ 25.97% |
$205K - $226K
|
39.2K
$1M
|
|
|
Aug 14, 2024
Q2 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
7.74KNew |
$197K - $216K
|
7.74K
$198K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
6.46K+ 42.35% |
$164K - $181K
|
21.7K
$554K
|