Purchases and Sales Made in Q3 2023 in Dimensional ETF Tr Emerging Mk (DFEV)
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 20, 2023
Q3 2023
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
2.33K+ 3.08% |
$54.7K - $60.2K
|
77.8K
$2.09M
|
|
|
Nov 14, 2023
Q3 2023
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
2.17K+ 25.3% |
$51.1K - $56.1K
|
10.8K
$289K
|
|
|
Oct 10, 2023
Q3 2023
|
Avondale Wealth Management
|
BUY
|
- |
2K+ 9.3% |
$47.1K - $51.7K
|
23.5K
$632K
|
|
|
Oct 18, 2023
Q3 2023
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
1.74K+ 2.29% |
$40.8K - $44.9K
|
77.6K
$2.09M
|
|
|
Nov 09, 2023
Q3 2023
|
Phillips Financial Management, LLC
|
BUY
|
- |
1.68K+ 270.16% |
$39.4K - $43.3K
|
2.3K
$61.8K
|
|
|
Oct 27, 2023
Q3 2023
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
1.4K+ 37.08% |
$32.9K - $36.2K
|
5.17K
$139K
|
|
|
Oct 16, 2023
Q3 2023
|
Applied Capital LLC
|
BUY
|
- |
1.36K+ 2.41% |
$31.9K - $35.1K
|
57.7K
$1.55M
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
1.28KNew |
$30.1K - $33.1K
|
1.28K
$34.5K
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
BUY
|
- |
800+ 9.34% |
$18.8K - $20.7K
|
9.36K
$252K
|
|
|
Nov 13, 2023
Q3 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
712+ 1.56% |
$16.8K - $18.4K
|
46.3K
$1.25M
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
520+ 4.44% |
$12.2K - $13.4K
|
12.2K
$329K
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
473New |
$11.1K - $12.2K
|
473
$12.7K
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
270New |
$6.35K - $6.98K
|
270
$7.27K
|
|
|
Nov 03, 2023
Q3 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
233+ 46.88% |
$5.48K - $6.03K
|
730
$19.6K
|
|
|
Nov 01, 2023
Q3 2023
|
Allen Capital Group, LLC
|
BUY
|
- |
227+ 0.91% |
$5.34K - $5.87K
|
25.1K
$676K
|
|
|
Oct 11, 2023
Q3 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
195New |
$4.59K - $5.04K
|
195
$5.25K
|
|
|
Nov 07, 2023
Q3 2023
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
BUY
|
- |
153+ 1.09% |
$3.6K - $3.96K
|
14.2K
$382K
|
|
|
Nov 13, 2023
Q3 2023
|
Mraz, Amerine & Associates, Inc.
|
BUY
|
- |
130+ 1.39% |
$3.06K - $3.36K
|
9.47K
$255K
|
|
|
Dec 04, 2023
Q3 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
125New |
$2.94K - $3.23K
|
125
$3.36K
|
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
110+ 10.66% |
$2.59K - $2.84K
|
1.14K
$30.7K
|
|
|
Nov 13, 2023
Q3 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
79+ 0.8% |
$1.86K - $2.04K
|
9.92K
$267K
|
|
|
Nov 09, 2023
Q3 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
21+ 5.95% |
$494 - $543
|
374
$10.1K
|
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
BUY
|
- |
5New |
$118 - $129
|
5
$135
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 09, 2023
Q3 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-6- 0.02% |
$141 - $155
|
24.6K
$663K
|
|
|
Oct 30, 2023
Q3 2023
|
Del Sette Capital Management, LLC
|
SELL
|
- |
-205- 0.16% |
$4.82K - $5.3K
|
132K
$3.55M
|
|
|
Nov 03, 2023
Q3 2023
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-802- 5.07% |
$18.9K - $20.7K
|
15K
$404K
|
|
|
Oct 20, 2023
Q3 2023
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-937- 5.54% |
$22K - $24.2K
|
16K
$430K
|
|
|
Oct 05, 2023
Q3 2023
|
Unison Advisors LLC
|
SELL
|
- |
-996- 3.66% |
$23.4K - $25.8K
|
26.2K
$706K
|
|
|
Nov 14, 2023
Q3 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.31K- 18.69% |
$30.9K - $33.9K
|
5.71K
$154K
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.66K- 9.94% |
$39.1K - $43K
|
15.1K
$405K
|
|
|
Nov 16, 2023
Q3 2023
|
Schubert & CO
|
SELL
|
- |
-1.71K- 15.79% |
$40.3K - $44.2K
|
9.13K
$246K
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
SELL
|
- |
-1.78K- 42.23% |
$41.9K - $46K
|
2.44K
$65.5K
|
|
|
Nov 14, 2023
Q3 2023
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-2.4K- 0.76% |
$56.5K - $62.1K
|
315K
$8.48M
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.32K- 25.41% |
$78.2K - $85.9K
|
9.76K
$263K
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-3.57K- 5.25% |
$84K - $92.3K
|
64.4K
$1.73M
|
|
|
Nov 06, 2023
Q3 2023
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-3.83K- 1.62% |
$90.1K - $99K
|
232K
$6.24M
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-5.73K- 60.55% |
$135K - $148K
|
3.73K
$100K
|
|
|
Oct 26, 2023
Q3 2023
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-5.91K- 9.49% |
$139K - $153K
|
56.4K
$1.52M
|
|
|
Oct 25, 2023
Q3 2023
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-12.2K- 2.68% |
$288K - $317K
|
444K
$11.9M
|
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-36K- 39.01% |
$847K - $931K
|
56.2K
$1.51M
|
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-388K- 72.57% |
$9.13M - $10M
|
147K
$3.95M
|
|
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-828K- 88.48% |
$19.5M - $21.4M
|
108K
$2.9M
|