Purchases and Sales Made in Q3 2022 in Dimensional ETF Tr Emerging Mk (DFEV)
This table provides information about the institutional ownership of Dimensional ETF Tr Emerging Mk (DFEV) during Q3 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 27, 2022
Q3 2022
|
Asset Dedication, LLC
|
BUY
|
- |
331K+ 32.51% |
$6.78M - $7.95M
|
1.35M
$37.1M
|
|
|
Nov 09, 2022
Q3 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
70.9K+ 140.7% |
$1.46M - $1.71M
|
121K
$3.34M
|
|
|
Nov 14, 2022
Q3 2022
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
70KNew |
$1.44M - $1.68M
|
70K
$1.93M
|
|
|
Nov 10, 2022
Q3 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
64.7KNew |
$1.33M - $1.56M
|
64.7K
$1.78M
|
|
|
Nov 14, 2022
Q3 2022
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
59K+ 120.27% |
$1.21M - $1.42M
|
108K
$2.97M
|
|
|
Oct 25, 2022
Q3 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
49.2KNew |
$1.01M - $1.18M
|
49.2K
$1.35M
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
45.9KNew |
$942K - $1.1M
|
45.9K
$1.26M
|
|
|
Nov 14, 2022
Q3 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
45.1KNew |
$926K - $1.09M
|
45.1K
$1.24M
|
|
|
Nov 09, 2022
Q3 2022
|
Aveo Capital Partners, LLC
|
BUY
|
- |
43.9K+ 54.59% |
$901K - $1.06M
|
124K
$3.42M
|
|
|
Oct 18, 2022
Q3 2022
|
Relaxing Retirement Coach
|
BUY
|
- |
30.5KNew |
$627K - $735K
|
30.5K
$841K
|
|
|
Nov 01, 2022
Q3 2022
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
28.4KNew |
$583K - $683K
|
28.4K
$782K
|
|
|
Nov 14, 2022
Q3 2022
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
27.6K+ 122.1% |
$566K - $663K
|
50.2K
$1.38M
|
|
|
Nov 14, 2022
Q3 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
26.9KNew |
$552K - $648K
|
26.9K
$741K
|
|
|
Nov 09, 2022
Q3 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
26.6KNew |
$545K - $639K
|
26.6K
$731K
|
|
|
Nov 04, 2022
Q3 2022
|
Triad Financial Advisors, Inc.
Greensboro, NC |
BUY
|
- |
26.3KNew |
$541K - $634K
|
26.3K
$725K
|
|
|
Nov 03, 2022
Q3 2022
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
23.7K+ 156.28% |
$487K - $571K
|
38.9K
$1.07M
|
|
|
Nov 09, 2022
Q3 2022
|
3 D/L Capital Management, LLC
|
BUY
|
- |
19.5K+ 4.02% |
$400K - $469K
|
505K
$13.9M
|
|
|
Nov 10, 2022
Q3 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
18.1K+ 940.83% |
$371K - $435K
|
20K
$550K
|
|
|
Nov 08, 2022
Q3 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
17.4KNew |
$357K - $419K
|
17.4K
$479K
|
|
|
Oct 25, 2022
Q3 2022
|
Applied Capital LLC
|
BUY
|
- |
17.2K+ 57.38% |
$354K - $415K
|
47.3K
$1.3M
|
|
|
Oct 25, 2022
Q3 2022
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
15.2KNew |
$311K - $365K
|
15.2K
$418K
|
|
|
Oct 12, 2022
Q3 2022
|
Evanson Asset Management, LLC
|
BUY
|
- |
12.2K+ 50.21% |
$250K - $293K
|
36.5K
$1M
|
|
|
Nov 04, 2022
Q3 2022
|
Tortoise Investment Management, LLC
|
BUY
|
- |
10.9KNew |
$223K - $262K
|
10.9K
$300K
|
|
|
Nov 14, 2022
Q3 2022
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
9.57K+ 388.24% |
$196K - $230K
|
12K
$331K
|
|
|
Nov 08, 2022
Q3 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
9.08K+ 10.07% |
$186K - $218K
|
99.2K
$2.73M
|
|
|
Nov 15, 2022
Q3 2022
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
5.1KNew |
$105K - $123K
|
5.1K
$140K
|
|
|
Oct 26, 2022
Q3 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
3.84K+ 250.68% |
$78.9K - $92.5K
|
5.38K
$148K
|
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.18K+ 20.77% |
$44.8K - $52.5K
|
12.7K
$350K
|
|
|
Oct 21, 2022
Q3 2022
|
Schubert & CO
|
BUY
|
- |
2.16K+ 58.21% |
$44.4K - $52K
|
5.88K
$162K
|
|
|
Oct 13, 2022
Q3 2022
|
Unison Advisors LLC
|
BUY
|
- |
1.26K+ 5.95% |
$25.8K - $30.2K
|
22.4K
$616K
|
|
|
Oct 07, 2022
Q3 2022
|
Global Trust Asset Management, LLC
|
BUY
|
- |
1.2KNew |
$24.6K - $28.9K
|
1.2K
$33K
|
|
|
Nov 10, 2022
Q3 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.15KNew |
$23.6K - $27.7K
|
1.15K
$31.7K
|
|
|
Oct 18, 2022
Q3 2022
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
793New |
$16.3K - $19.1K
|
793
$21.8K
|
|
|
Nov 08, 2022
Q3 2022
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
427New |
$8.76K - $10.3K
|
427
$11.8K
|
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-190- 0.34% |
$3.9K - $4.57K
|
55.6K
$1.53M
|
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-431- 39.22% |
$8.84K - $10.4K
|
668
$18.4K
|
|
|
Nov 07, 2022
Q3 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-11K- 46.3% |
$227K - $266K
|
12.8K
$353K
|
|
|
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
SELL
|
- |
-11.5K- 52.67% |
$237K - $277K
|
10.4K
$285K
|
|
|
Nov 14, 2022
Q3 2022
|
Old Mission Capital LLC
|
SELL
|
- |
-43.1K- 43.97% |
$884K - $1.04M
|
54.9K
$1.51M
|
|
|
Nov 14, 2022
Q3 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-56.3K- 81.2% |
$1.16M - $1.35M
|
13K
$359K
|