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 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-26- 49.06% |
$669 - $749
|
27
$727
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-34- 0.02% |
$875 - $980
|
145K
$3.91M
|
|
|
Oct 25, 2024
Q3 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-110- 7.61% |
$2.83K - $3.17K
|
1.34K
$36K
|
|
|
Oct 22, 2024
Q3 2024
|
Rcs Financial Planning, LLC
Annapolis, MD |
SELL
|
- |
-302- 1.51% |
$7.77K - $8.7K
|
19.6K
$529K
|
|
|
Oct 18, 2024
Q3 2024
|
Lam Group, Inc.
Lake Oswego, OR |
SELL
|
- |
-355- 0.48% |
$9.13K - $10.2K
|
74.2K
$2M
|
|
|
Oct 16, 2024
Q3 2024
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-520- 3.58% |
$13.4K - $15K
|
14K
$377K
|
|
|
Oct 29, 2024
Q3 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-722- 0.22% |
$18.6K - $20.8K
|
326K
$8.76M
|
|
|
Nov 14, 2024
Q3 2024
|
Hanover Advisors Inc
Seneca, SC |
SELL
|
- |
-746- 3.94% |
$19.2K - $21.5K
|
18.2K
$490K
|
|
|
Oct 22, 2024
Q3 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
SELL
|
- |
-750- 5.03% |
$19.3K - $21.6K
|
14.1K
$381K
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.23K- 1.23% |
$31.7K - $35.5K
|
98.7K
$2.66M
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.37K- 2.49% |
$35.2K - $39.4K
|
53.6K
$1.44M
|
|
|
Nov 01, 2024
Q3 2024
|
Retirement Solution Inc.
|
SELL
|
- |
-1.52K- 0.72% |
$39K - $43.6K
|
208K
$5.61M
|
|
|
Oct 08, 2024
Q3 2024
|
Unison Advisors LLC
|
SELL
|
- |
-1.59K- 7.0% |
$40.9K - $45.8K
|
21.1K
$569K
|
|
|
Nov 15, 2024
Q3 2024
|
Abel Hall, LLC
Baton Rouge, LA |
SELL
|
- |
-1.61K- 3.03% |
$41.5K - $46.5K
|
51.6K
$1.39M
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-1.71K- 2.11% |
$44K - $49.3K
|
79.6K
$2.14M
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-2.09K- 4.4% |
$53.8K - $60.3K
|
45.5K
$1.22M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-2.31K- 3.08% |
$59.5K - $66.6K
|
72.7K
$1.96M
|
|
|
Oct 24, 2024
Q3 2024
|
Gemmer Asset Management LLC
|
SELL
|
- |
-2.44K- 24.46% |
$62.8K - $70.3K
|
7.54K
$203K
|
|
|
Oct 23, 2024
Q3 2024
|
Heritage Financial Services, LLC
|
SELL
|
- |
-2.53K- 1.67% |
$65.1K - $72.9K
|
149K
$4M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-3.09K- 9.6% |
$79.4K - $88.9K
|
29.1K
$783K
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-3.4K- 1.62% |
$87.5K - $98K
|
207K
$5.57M
|
|
|
Oct 16, 2024
Q3 2024
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-4.01K- 4.22% |
$103K - $115K
|
90.9K
$2.45M
|
|
|
Oct 07, 2024
Q3 2024
|
White Wing Wealth Management
The Wodlands, TX |
SELL
|
- |
-5.03K- 7.16% |
$129K - $145K
|
65.2K
$1.75M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-9.96K- 35.46% |
$256K - $287K
|
18.1K
$488K
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
SELL
|
- |
-17.5K- 6.95% |
$451K - $504K
|
234K
$6.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-22.1K- 78.62% |
$570K - $638K
|
6.02K
$162K
|
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-25.6K- 43.23% |
$659K - $738K
|
33.6K
$905K
|
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-84.8K- 77.35% |
$2.18M - $2.44M
|
24.8K
$668K
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-172K- 44.99% |
$4.43M - $4.97M
|
211K
$5.67M
|