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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
6.24K+ 9.07% |
$158K - $174K
|
75.1K
$1.92M
|
|
|
Jul 15, 2024
Q2 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
6.21K+ 8.13% |
$158K - $174K
|
82.7K
$2.11M
|
|
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
BUY
|
- |
5.24K+ 9.7% |
$133K - $146K
|
59.3K
$1.51M
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
5.04K+ 1.09% |
$128K - $141K
|
466K
$11.9M
|
|
|
Jul 16, 2024
Q2 2024
|
Financial Architects, LLC
Woodstock, GA |
BUY
|
- |
4.71K+ 2.01% |
$120K - $132K
|
239K
$6.1M
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
4.43K+ 47.18% |
$113K - $124K
|
13.8K
$353K
|
|
|
Jul 30, 2024
Q2 2024
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
3.7KNew |
$93.9K - $103K
|
3.7K
$94.5K
|
|
|
Aug 14, 2024
Q2 2024
|
Css LLC
Chicago, IL |
BUY
|
- |
3.4K+ 21.15% |
$86.2K - $95K
|
19.5K
$497K
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
3.13K+ 10.77% |
$79.4K - $87.5K
|
32.2K
$821K
|
|
|
Aug 02, 2024
Q2 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
3.01K+ 1.12% |
$76.3K - $84K
|
272K
$6.93M
|
|
|
Aug 14, 2024
Q2 2024
|
Strata Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
2.86K+ 11.2% |
$72.6K - $80K
|
28.4K
$725K
|
|
|
Aug 12, 2024
Q2 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
2.85K+ 4.48% |
$72.3K - $79.7K
|
66.4K
$1.7M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.8K+ 1.96% |
$71K - $78.2K
|
146K
$3.71M
|
|
|
Aug 09, 2024
Q2 2024
|
Grunden Financial Advisory, Inc.
Denton, TX |
BUY
|
- |
2.68K+ 20.28% |
$67.9K - $74.8K
|
15.9K
$405K
|
|
|
Jul 25, 2024
Q2 2024
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
2.18K+ 4.26% |
$55.2K - $60.8K
|
53.2K
$1.36M
|
|
|
Jul 30, 2024
Q2 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
2.12K+ 1.0% |
$53.9K - $59.4K
|
214K
$5.46M
|
|
|
Jul 30, 2024
Q2 2024
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
1.85K+ 13.19% |
$46.9K - $51.7K
|
15.9K
$405K
|
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
1.76K+ 1.75% |
$44.8K - $49.3K
|
102K
$2.61M
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.71K+ 6.49% |
$43.5K - $47.9K
|
28.1K
$717K
|
|
|
Jul 25, 2024
Q2 2024
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
1.66K+ 12.88% |
$42.1K - $46.3K
|
14.5K
$371K
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
BUY
|
- |
1.53K+ 1.11% |
$38.7K - $42.7K
|
139K
$3.56M
|
|
|
Dec 26, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.37K+ 2.55% |
$34.7K - $38.2K
|
54.9K
$1.4M
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.37K+ 2.96% |
$34.7K - $38.2K
|
47.6K
$1.21M
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.3K+ 1.18% |
$33.1K - $36.5K
|
112K
$2.85M
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.05K+ 12.46% |
$26.6K - $29.3K
|
9.45K
$241K
|
|
|
Jul 29, 2024
Q2 2024
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
940+ 5.64% |
$23.9K - $26.3K
|
17.6K
$449K
|
|
|
Aug 09, 2024
Q2 2024
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
910New |
$23.1K - $25.4K
|
910
$23.2K
|
|
|
Aug 14, 2024
Q2 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
886+ 19.65% |
$22.5K - $24.8K
|
5.39K
$138K
|
|
|
Jul 25, 2024
Q2 2024
|
Tranquility Partners, LLC
|
BUY
|
- |
839+ 6.03% |
$21.3K - $23.5K
|
14.8K
$377K
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
820New |
$20.8K - $22.9K
|
820
$20.9K
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
BUY
|
- |
761New |
$19.3K - $21.3K
|
761
$19.4K
|
|
|
Jul 25, 2024
Q2 2024
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
689+ 0.75% |
$17.5K - $19.3K
|
92.3K
$2.36M
|
|
|
Aug 08, 2024
Q2 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
675+ 19.11% |
$17.1K - $18.9K
|
4.21K
$107K
|
|
|
Aug 02, 2024
Q2 2024
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
563+ 0.82% |
$14.3K - $15.7K
|
69.6K
$1.78M
|
|
|
Jul 05, 2024
Q2 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
407+ 83.74% |
$10.3K - $11.4K
|
893
$22.8K
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
338+ 0.62% |
$8.58K - $9.45K
|
54.9K
$1.4M
|
|
|
Aug 05, 2024
Q2 2024
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
300+ 0.13% |
$7.62K - $8.39K
|
231K
$5.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
158New |
$4.01K - $4.42K
|
158
$4.03K
|
|
|
Jul 15, 2024
Q2 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
133+ 10.13% |
$3.38K - $3.72K
|
1.45K
$36.9K
|
|
|
Jul 31, 2024
Q2 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
108+ 0.62% |
$2.74K - $3.02K
|
17.5K
$446K
|
|
|
Aug 15, 2024
Q2 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
100+ 40.16% |
$2.54K - $2.8K
|
349
$8.91K
|
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
86+ 16.57% |
$2.18K - $2.4K
|
605
$15.4K
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
41New |
$1.04K - $1.15K
|
41
$1.05K
|
|
|
Jul 12, 2024
Q2 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
34+ 0.74% |
$863 - $951
|
4.64K
$118K
|
|
|
Aug 14, 2024
Q2 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
33+ 0.09% |
$838 - $923
|
35.8K
$914K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-23- 1.65% |
$584 - $643
|
1.37K
$35K
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-92- 28.84% |
$2.34K - $2.57K
|
227
$5.8K
|
|
|
Jul 30, 2024
Q2 2024
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
SELL
|
- |
-105- 0.73% |
$2.67K - $2.94K
|
14.2K
$362K
|
|
|
Aug 14, 2024
Q2 2024
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-209- 0.03% |
$5.31K - $5.84K
|
767K
$19.6M
|