Purchases and Sales Made in Q2 2025 in Dimensional ETF Tr Emerging Mk (DFEV)
This table provides information about the institutional ownership of Dimensional ETF Tr Emerging Mk (DFEV) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 09, 2025
Q2 2025
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
39.9K+ 14.22% |
$945K - $1.2M
|
321K
$9.77M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
9.66K+ 15.56% |
$228K - $290K
|
71.7K
$2.19M
|
|
|
Jul 09, 2025
Q2 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
8.95K+ 2.85% |
$212K - $268K
|
323K
$9.85M
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
4.53K+ 8.58% |
$107K - $136K
|
57.3K
$1.75M
|
|
|
Jul 03, 2025
Q2 2025
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
500+ 0.59% |
$11.8K - $15K
|
84.6K
$2.58M
|
|
|
Jul 09, 2025
Q2 2025
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
338New |
$8K - $10.1K
|
338
$10.3K
|
|
|
Jul 03, 2025
Q2 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
212+ 25.76% |
$5.02K - $6.36K
|
1.04K
$31.5K
|
|
|
Jul 02, 2025
Q2 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
27+ 0.22% |
$639 - $810
|
12.3K
$375K
|
|
|
Jul 10, 2025
Q2 2025
|
White Wing Wealth Management
The Wodlands, TX |
SELL
|
- |
-1.19K- 1.61% |
$28.2K - $35.7K
|
72.9K
$2.22M
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-6.75K- 4.31% |
$160K - $202K
|
150K
$4.56M
|