Purchases and Sales Made in Q3 2023 in Dimensional ETF Tr Emerging Mk (DFEV)

DFEV Quotes by TradingView

This table provides information about the institutional ownership of Dimensional ETF Tr Emerging Mk (DFEV) during Q3 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
Oct 27, 2023 Q3 2023
Marquette Asset Management, LLC

BUY
 -
450K
New
$10.6M - $11.6M
450K $12.1M
Nov 14, 2023 Q3 2023
Susquehanna International Group, LLP

Bala Cynwyd, PA
BUY
 -
147K
New
$3.47M - $3.81M
147K $3.96M
Nov 13, 2023 Q3 2023
True Wealth Design, LLC

Akron, OH
BUY
 -
130K
+ 40.79%
$3.06M - $3.37M
449K $12.1M
Nov 06, 2023 Q3 2023
Savant Capital, LLC

BUY
 -
128K
New
$3.01M - $3.31M
128K $3.45M
Nov 08, 2023 Q3 2023
Janney Montgomery Scott LLC

BUY
 -
120K
+ 34.48%
$2.81M - $3.09M
466K $12.5M
Nov 13, 2023 Q3 2023
Asset Dedication, LLC

BUY
 -
119K
+ 6.38%
$2.79M - $3.07M
1.98M $53.2M
Nov 14, 2023 Q3 2023
Beacon Pointe Advisors, LLC

Newport Beach, CA
BUY
 -
114K
+ 26.7%
$2.68M - $2.95M
541K $14.5M
Oct 19, 2023 Q3 2023
Heritage Financial Services, LLC

BUY
 -
63.6K
+ 4.33%
$1.5M - $1.64M
1.53M $41.2M
Oct 19, 2023 Q3 2023
Evanson Asset Management, LLC

BUY
 -
52.9K
+ 22.97%
$1.25M - $1.37M
283K $7.63M
Jun 25, 2024 Q3 2023
Sensible Money, LLC

Scottsdale, AZ
BUY
 -
52.4K
+ 15.79%
$1.23M - $1.36M
384K $10.3M
Oct 13, 2023 Q3 2023
Ritholtz Wealth Management

BUY
 -
40.5K
+ 4.92%
$954K - $1.05M
864K $23.3M
Oct 20, 2023 Q3 2023
Index Fund Advisors, Inc.

BUY
 -
39.4K
+ 63.48%
$927K - $1.02M
101K $2.73M
Nov 14, 2023 Q3 2023
Flow Traders U.S. LLC

New York, NY
BUY
 -
35.1K
+ 72.58%
$825K - $907K
83.4K $2.24M
May 01, 2024 Q3 2023
Blume Capital Management, Inc.

Berkeley, CA
BUY
 -
31.8K
+ 21.49%
$749K - $823K
180K $4.84M
Nov 03, 2023 Q3 2023
Blume Capital Management, Inc.

Berkeley, CA
BUY
 -
31.8K
+ 21.49%
$749K - $823K
180K $4.84M
Oct 11, 2023 Q3 2023
Ae Wealth Management LLC

BUY
 -
30.8K
+ 14.67%
$725K - $796K
241K $6.48M
Nov 06, 2023 Q3 2023
Vestmark Advisory Solutions, Inc.

BUY
 -
26.2K
+ 33.4%
$617K - $678K
105K $2.82M
Oct 23, 2023 Q3 2023
Bridgeworth, LLC

Birmingham, AL
BUY
 -
21.9K
+ 12.89%
$516K - $567K
192K $5.17M
Nov 03, 2023 Q3 2023
Breakwater Capital Group

Paramus, NJ
BUY
 -
21.9K
+ 17.82%
$515K - $566K
145K $3.89M
Oct 19, 2023 Q3 2023
Root Financial Partners, LLC

Solana Beach, CA
BUY
 -
19.4K
+ 64.95%
$456K - $501K
49.2K $1.32M
Oct 30, 2023 Q3 2023
Cordant, Inc.

Portland, OR
BUY
 -
17.2K
+ 37.9%
$405K - $445K
62.7K $1.69M
Nov 13, 2023 Q3 2023
Graves Light Lenhart Wealth, Inc.

Harrisonburg, VA
BUY
 -
16K
+ 7.98%
$377K - $414K
217K $5.83M
Nov 09, 2023 Q3 2023
Betterment LLC

New York, NY
BUY
 -
15.7K
+ 114.66%
$370K - $407K
29.4K $792K
Nov 08, 2023 Q3 2023
Exencial Wealth Advisors, LLC

Oklahoma City, OK
BUY
 -
15.7K
+ 7.49%
$369K - $406K
225K $6.05M
Nov 02, 2023 Q3 2023
Opes Wealth Management LLC

Menlo Park, CA
BUY
 -
12.5K
+ 3.91%
$295K - $324K
333K $8.97M
Nov 08, 2023 Q3 2023
Dorsey & Whitney Trust CO LLC

Sioux Falls, SD
BUY
 -
12K
New
$282K - $310K
12K $322K
Oct 31, 2023 Q3 2023
Tranquility Partners, LLC

BUY
 -
11.1K
New
$260K - $286K
11.1K $298K
Nov 06, 2023 Q3 2023
Sigma Planning Corp

Ann Arbor, MI
BUY
 -
10.2K
+ 62.8%
$241K - $265K
26.6K $715K
Oct 26, 2023 Q3 2023
Pb Mares Wealth Management LLC

BUY
 -
10.2K
+ 15.82%
$241K - $265K
74.9K $2.02M
Oct 10, 2023 Q3 2023
Verum Partners LLC

Charlotte, NC
BUY
 -
9.33K
+ 11.0%
$220K - $241K
94.1K $2.53M
Nov 14, 2023 Q3 2023
Alesco Advisors LLC

Pittsford, NY
BUY
 -
8.82K
+ 7.63%
$207K - $228K
124K $3.35M
Oct 23, 2023 Q3 2023
Commonwealth Equity Services, LLC

BUY
 -
8.13K
+ 24.37%
$191K - $210K
41.5K $1.12M
Nov 13, 2023 Q3 2023
Steward Partners Investment Advisory, LLC

BUY
 -
7.88K
+ 17.63%
$185K - $204K
52.6K $1.41M
Nov 02, 2023 Q3 2023
Triad Financial Advisors, Inc.

Greensboro, NC
BUY
 -
7.73K
+ 27.51%
$182K - $200K
35.8K $964K
Nov 03, 2023 Q3 2023
Lincoln National Corp

BUY
 -
7.52K
+ 56.91%
$177K - $194K
20.7K $558K
Nov 14, 2023 Q3 2023
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
7.52K
+ 28.04%
$177K - $194K
34.3K $924K
Nov 03, 2023 Q3 2023
Sterling Financial Planning, Inc.

BUY
 -
6.79K
+ 9.25%
$160K - $176K
80.2K $2.16M
Nov 07, 2023 Q3 2023
Glass Jacobson Investment Advisors LLC

Owings Mills, MD
BUY
 -
6.06K
+ 15.08%
$143K - $157K
46.3K $1.25M
Nov 09, 2023 Q3 2023
Tortoise Investment Management, LLC

BUY
 -
5.9K
+ 48.81%
$139K - $153K
18K $484K
Jul 03, 2024 Q3 2023
Mills Wealth Advisors LLC

Southlake, TX
BUY
 -
5.79K
+ 8.56%
$136K - $150K
73.4K $1.97M
Oct 13, 2023 Q3 2023
Retirement Solution Inc.

BUY
 -
5.57K
+ 5.78%
$131K - $144K
102K $2.74M
Oct 26, 2023 Q3 2023
Advisor Partners Ii, LLC

Walnut Creek, CA
BUY
 -
5.39K
+ 13.85%
$127K - $139K
44.3K $1.19M
Nov 09, 2023 Q3 2023
Kestra Advisory Services, LLC

BUY
 -
4.77K
+ 38.13%
$112K - $123K
17.3K $465K
Nov 08, 2023 Q3 2023
Sequoia Financial Advisors, LLC

BUY
 -
4.62K
+ 9.29%
$109K - $119K
54.3K $1.46M
Nov 02, 2023 Q3 2023
Rcs Financial Planning, LLC

Annapolis, MD
BUY
 -
4.33K
+ 9.96%
$102K - $112K
47.8K $1.29M
Nov 14, 2023 Q3 2023
Jpmorgan Chase & CO

New York, NY
BUY
 -
4K
+ 7.8%
$94K - $103K
55.3K $1.49M
Nov 03, 2023 Q3 2023
Bka Wealth Consulting, Inc.

BUY
 -
3.19K
+ 6.09%
$75.1K - $82.5K
55.6K $1.5M
Oct 24, 2023 Q3 2023
Cambridge Investment Research Advisors, Inc.

BUY
 -
2.92K
+ 10.13%
$68.8K - $75.6K
31.8K $856K
Nov 13, 2023 Q3 2023
O'Shaughnessy Asset Management, LLC

Stamford, CT
BUY
 -
2.6K
+ 48.2%
$61.1K - $67.2K
7.99K $215K

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