Purchases and Sales Made in Q4 2022 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 Q4 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
Jan 27, 2023 Q4 2022
Heritage Financial Services, LLC

BUY
 -
1.28M
New
$26.2M - $29.8M
1.28M $34.4M
Feb 13, 2023 Q4 2022
Pathstone Family Office, LLC

Englewood, NJ
BUY
 -
853K
New
$17.5M - $19.9M
853K $23M
Jan 18, 2023 Q4 2022
Ritholtz Wealth Management

BUY
 -
751K
New
$15.4M - $17.5M
751K $20.2M
Feb 01, 2023 Q4 2022
Janney Montgomery Scott LLC

BUY
 -
339K
New
$6.95M - $7.9M
339K $9.12M
Oct 23, 2023 Q4 2022
Pathstone Family Office, LLC

Englewood, NJ
BUY
 -
319K
+ 59.62%
$6.54M - $7.43M
853K $23M
Feb 07, 2023 Q4 2022
Sentinel Trust CO Lba

Houston, TX
BUY
 -
286K
New
$5.87M - $6.67M
286K $7.7M
Jan 30, 2023 Q4 2022
Opes Wealth Management LLC

Menlo Park, CA
BUY
 -
274K
New
$5.62M - $6.39M
274K $7.38M
Feb 15, 2023 Q4 2022
True Wealth Design, LLC

Akron, OH
BUY
 -
236K
New
$4.84M - $5.5M
236K $6.35M
Jan 19, 2023 Q4 2022
Asset Dedication, LLC

BUY
 -
228K
+ 16.88%
$4.67M - $5.3M
1.58M $42.4M
Jun 25, 2024 Q4 2022
Sensible Money, LLC

Scottsdale, AZ
BUY
 -
194K
New
$3.97M - $4.51M
194K $5.21M
Feb 14, 2023 Q4 2022
Jane Street Group, LLC

New York, NY
BUY
 -
173K
+ 382.98%
$3.54M - $4.03M
218K $5.87M
Feb 14, 2023 Q4 2022
Exencial Wealth Advisors, LLC

Oklahoma City, OK
BUY
 -
156K
+ 898.34%
$3.21M - $3.64M
174K $4.67M
Feb 03, 2023 Q4 2022
Aveo Capital Partners, LLC

BUY
 -
143K
+ 115.4%
$2.94M - $3.34M
268K $7.2M
Jan 25, 2023 Q4 2022
Evanson Asset Management, LLC

BUY
 -
115K
+ 331.49%
$2.37M - $2.69M
150K $4.04M
Feb 07, 2023 Q4 2022
Blume Capital Management, Inc.

Berkeley, CA
BUY
 -
98.3K
+ 1927.16%
$2.02M - $2.29M
103K $2.78M
Feb 14, 2023 Q4 2022
Beacon Pointe Advisors, LLC

Newport Beach, CA
BUY
 -
98.1K
+ 80.86%
$2.01M - $2.29M
219K $5.9M
Jan 25, 2023 Q4 2022
Verum Partners LLC

Charlotte, NC
BUY
 -
90K
New
$1.85M - $2.1M
90K $2.42M
Jan 12, 2023 Q4 2022
Lam Group, Inc.

Lake Oswego, OR
BUY
 -
73.9K
New
$1.51M - $1.72M
73.9K $1.99M
Feb 14, 2023 Q4 2022
Flow Traders U.S. LLC

New York, NY
BUY
 -
68.2K
+ 97.42%
$1.4M - $1.59M
138K $3.72M
Feb 09, 2023 Q4 2022
Gibson Capital, LLC

Wexford, PA
BUY
 -
49K
New
$1M - $1.14M
49K $1.32M
Jan 30, 2023 Q4 2022
Relaxing Retirement Coach

BUY
 -
47.6K
+ 155.8%
$976K - $1.11M
78.1K $2.1M
Feb 06, 2023 Q4 2022
Glass Jacobson Investment Advisors LLC

Owings Mills, MD
BUY
 -
41.6K
New
$853K - $969K
41.6K $1.12M
Jan 27, 2023 Q4 2022
Rcs Financial Planning, LLC

Annapolis, MD
BUY
 -
35.3K
New
$723K - $822K
35.3K $949K
Jan 31, 2023 Q4 2022
Pb Mares Wealth Management LLC

BUY
 -
35K
+ 230.43%
$717K - $815K
50.1K $1.35M
Feb 01, 2023 Q4 2022
Bank Of Montreal

Toronto, A6
BUY
 -
34.1K
+ 170.42%
$699K - $794K
54K $1.45M
Feb 13, 2023 Q4 2022
Jpmorgan Chase & CO

New York, NY
BUY
 -
33.9K
New
$695K - $790K
33.9K $912K
Feb 08, 2023 Q4 2022
Brainard Capital Management LLC

Austin, TX
BUY
 -
33K
New
$678K - $770K
33K $889K
Feb 15, 2023 Q4 2022
Ci Private Wealth, LLC

Miami, FL
BUY
 -
29.9K
New
$613K - $697K
29.9K $805K
Jul 03, 2024 Q4 2022
Mills Wealth Advisors LLC

Southlake, TX
BUY
 -
29.1K
New
$597K - $678K
29.1K $783K
Jan 18, 2023 Q4 2022
Maryland Capital Advisors Inc.

BUY
 -
27K
+ 69.26%
$553K - $628K
65.9K $1.77M
Feb 10, 2023 Q4 2022
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
26.4K
+ 207.73%
$541K - $615K
39.1K $1.05M
Feb 14, 2023 Q4 2022
Vivaldi Capital Management LP

Chicago, IL
BUY
 -
25.8K
New
$530K - $602K
25.8K $695K
Feb 14, 2023 Q4 2022
Graves Light Lenhart Wealth, Inc.

Harrisonburg, VA
BUY
 -
23.9K
+ 22.11%
$490K - $557K
132K $3.55M
Jul 19, 2023 Q4 2022
Altiora Financial Group, LLC

Lebanon, OH
BUY
 -
22.7K
New
$465K - $528K
22.7K $610K
Feb 15, 2023 Q4 2022
Steward Partners Investment Advisory, LLC

BUY
 -
22.6K
+ 1961.74%
$463K - $526K
23.7K $638K
Jan 26, 2023 Q4 2022
Alesco Advisors LLC

Pittsford, NY
BUY
 -
21.9K
+ 43.66%
$449K - $510K
72.1K $1.94M
Feb 14, 2023 Q4 2022
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
19.3K
New
$395K - $449K
19.3K $519K
Jan 31, 2023 Q4 2022
Ae Wealth Management LLC

BUY
 -
16.3K
+ 33.11%
$334K - $380K
65.5K $1.76M
Feb 09, 2023 Q4 2022
Chicago Partners Investment Group LLC

BUY
 -
16.1K
+ 60.48%
$329K - $374K
42.6K $1.15M
Jan 24, 2023 Q4 2022
Cordant, Inc.

Portland, OR
BUY
 -
15.1K
+ 125.82%
$311K - $353K
27.2K $732K
Jan 23, 2023 Q4 2022
Moisand Fitzgerald Tamayo, LLC

BUY
 -
14.9K
+ 277.9%
$306K - $348K
20.3K $547K
Feb 02, 2023 Q4 2022
Breakwater Capital Group

Paramus, NJ
BUY
 -
14.7K
New
$302K - $343K
14.7K $396K
Feb 23, 2023 Q4 2022
Heritage Wealth Management, Inc./Texas

Houston, TX
BUY
 -
13.9K
New
$286K - $325K
13.9K $375K
Jan 24, 2023 Q4 2022
Sigma Planning Corp

Ann Arbor, MI
BUY
 -
12.4K
New
$255K - $290K
12.4K $335K
Feb 13, 2023 Q4 2022
Advisory Services Network, LLC

BUY
 -
11.3K
New
$232K - $263K
11.3K $304K
Feb 06, 2023 Q4 2022
Sterling Financial Planning, Inc.

BUY
 -
11.2K
+ 39.29%
$229K - $260K
39.5K $1.06M
Jan 31, 2023 Q4 2022
Kestra Advisory Services, LLC

BUY
 -
10.8K
New
$222K - $253K
10.8K $292K
Jan 23, 2023 Q4 2022
Index Fund Advisors, Inc.

BUY
 -
9.58K
New
$197K - $223K
9.58K $258K
Feb 03, 2023 Q4 2022
American Investment Services, Inc.

BUY
 -
9.35K
New
$192K - $218K
9.35K $252K

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