Purchases and Sales Made in Q3 2024 in Dimensional ETF Tr Emerging Mk (DFEV)
This table provides information about the institutional ownership of Dimensional ETF Tr Emerging Mk (DFEV) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
960K+ 3462.55% |
$24.7M - $27.7M
|
988K
$26.6M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
129K+ 26.62% |
$3.31M - $3.71M
|
612K
$16.4M
|
|
|
Oct 31, 2024
Q3 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
126K+ 86.81% |
$3.23M - $3.62M
|
270K
$7.27M
|
|
|
Oct 15, 2024
Q3 2024
|
Von Borstel & Associates, Inc.
The Dalles, OR |
BUY
|
- |
119KNew |
$3.07M - $3.44M
|
119K
$3.21M
|
|
|
Oct 24, 2024
Q3 2024
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
BUY
|
- |
102K+ 159.76% |
$2.62M - $2.94M
|
166K
$4.45M
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
BUY
|
- |
94.9K+ 4.14% |
$2.44M - $2.73M
|
2.39M
$64.1M
|
|
|
Nov 04, 2024
Q3 2024
|
Dravo Bay LLC
Wilmington, DE |
BUY
|
- |
94.6KNew |
$2.43M - $2.73M
|
94.6K
$2.54M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
62.5K+ 55.99% |
$1.61M - $1.8M
|
174K
$4.68M
|
|
|
Nov 13, 2024
Q3 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
56.7K+ 99.17% |
$1.46M - $1.63M
|
114K
$3.06M
|
|
|
Oct 22, 2024
Q3 2024
|
Index Fund Advisors, Inc.
|
BUY
|
- |
55.2K+ 24.03% |
$1.42M - $1.59M
|
285K
$7.66M
|
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
43.6K+ 11.74% |
$1.12M - $1.26M
|
415K
$11.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
40.5K+ 20.65% |
$1.04M - $1.17M
|
237K
$6.36M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
39.9K+ 25246.84% |
$1.03M - $1.15M
|
40K
$1.08M
|
|
|
Oct 25, 2024
Q3 2024
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
39.8K+ 131.15% |
$1.02M - $1.15M
|
70.2K
$1.89M
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
39.1K+ 6.59% |
$1.01M - $1.13M
|
632K
$17M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
33.1K+ 14603.08% |
$853K - $955K
|
33.4K
$897K
|
|
|
Oct 10, 2024
Q3 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
33K+ 3.53% |
$848K - $949K
|
965K
$25.9M
|
|
|
Oct 07, 2024
Q3 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
28.9K+ 7.08% |
$743K - $832K
|
437K
$11.7M
|
|
|
Oct 16, 2024
Q3 2024
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
28.5K+ 5.14% |
$733K - $821K
|
582K
$15.7M
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
23.8K+ 1222.11% |
$612K - $685K
|
25.7K
$691K
|
|
|
Oct 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
23.5K+ 2625.98% |
$603K - $676K
|
24.3K
$654K
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
22.5K+ 26.79% |
$580K - $650K
|
107K
$2.87M
|
|
|
Oct 16, 2024
Q3 2024
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
22.5K+ 16.02% |
$578K - $647K
|
163K
$4.37M
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
20.4K+ 10.44% |
$526K - $589K
|
216K
$5.82M
|
|
|
Nov 14, 2024
Q3 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
19.5K+ 2.54% |
$501K - $561K
|
786K
$21.1M
|
|
|
Oct 31, 2024
Q3 2024
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
18.5K+ 13.81% |
$475K - $532K
|
152K
$4.09M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
17.7K+ 17.26% |
$454K - $509K
|
120K
$3.22M
|
|
|
Nov 14, 2024
Q3 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
17K+ 11.65% |
$439K - $491K
|
163K
$4.39M
|
|
|
Oct 02, 2024
Q3 2024
|
Efficient Frontier Advisors LLC
Eastford, CT |
BUY
|
- |
16.7K+ 108.94% |
$431K - $482K
|
32.1K
$863K
|
|
|
Oct 18, 2024
Q3 2024
|
Schubert & CO
|
BUY
|
- |
15.2K+ 116.14% |
$392K - $439K
|
28.3K
$762K
|
|
|
Oct 24, 2024
Q3 2024
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
13.9K+ 3.61% |
$358K - $401K
|
400K
$10.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
13.7K+ 4.87% |
$353K - $395K
|
295K
$7.93M
|
|
|
Nov 13, 2024
Q3 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
11.2K+ 2.67% |
$289K - $323K
|
432K
$11.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
10.4KNew |
$268K - $300K
|
10.4K
$280K
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
9.32K+ 7.42% |
$240K - $269K
|
135K
$3.63M
|
|
|
Oct 25, 2024
Q3 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
8.39K+ 5.57% |
$216K - $242K
|
159K
$4.27M
|
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
7.72K+ 58.5% |
$199K - $222K
|
20.9K
$562K
|
|
|
Oct 09, 2024
Q3 2024
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
7.41KNew |
$191K - $214K
|
7.41K
$199K
|
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
7.3KNew |
$188K - $210K
|
7.3K
$196K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
7.3KNew |
$188K - $210K
|
7.3K
$196K
|
|
|
Oct 21, 2024
Q3 2024
|
Mills Wealth Advisors LLC
Southlake, TX |
BUY
|
- |
7.26K+ 7.17% |
$187K - $209K
|
108K
$2.92M
|
|
|
Nov 04, 2024
Q3 2024
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
7.11KNew |
$183K - $205K
|
7.11K
$191K
|
|
|
Nov 08, 2024
Q3 2024
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
6.8K+ 9.77% |
$175K - $196K
|
76.4K
$2.05M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
6.75K+ 31.11% |
$174K - $195K
|
28.5K
$765K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
6.71K+ 27.67% |
$173K - $193K
|
30.9K
$832K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
5.98K+ 15.27% |
$154K - $172K
|
45.2K
$1.21M
|
|
|
Oct 08, 2024
Q3 2024
|
Marquette Asset Management, LLC
|
BUY
|
- |
5.94K+ 0.94% |
$153K - $171K
|
637K
$17.1M
|
|
|
Oct 23, 2024
Q3 2024
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
5.88K+ 55.23% |
$151K - $170K
|
16.5K
$445K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
5.73K+ 67.55% |
$147K - $165K
|
14.2K
$382K
|
|
|
Nov 13, 2024
Q3 2024
|
Strata Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
5.67K+ 19.98% |
$146K - $163K
|
34.1K
$916K
|