Purchases and Sales Made in Q4 2022 in Dimensional ETF Tr Emerging Mk (DFEV)
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 12, 2023
Q4 2022
|
Mraz, Amerine & Associates, Inc.
|
BUY
|
- |
9.34KNew |
$192K - $218K
|
9.34K
$252K
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
8.74K+ 15.73% |
$179K - $204K
|
64.3K
$1.74M
|
|
|
Jan 19, 2023
Q4 2022
|
Applied Capital LLC
|
BUY
|
- |
7.5K+ 15.86% |
$154K - $175K
|
54.8K
$1.48M
|
|
|
Jan 23, 2023
Q4 2022
|
Unison Advisors LLC
|
BUY
|
- |
6.18K+ 27.61% |
$127K - $144K
|
28.6K
$771K
|
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
BUY
|
- |
4.22KNew |
$86.4K - $98.3K
|
4.22K
$114K
|
|
|
Feb 14, 2023
Q4 2022
|
Triad Financial Advisors, Inc.
Greensboro, NC |
BUY
|
- |
3.64K+ 13.82% |
$74.7K - $84.9K
|
30K
$810K
|
|
|
Feb 13, 2023
Q4 2022
|
3 D/L Capital Management, LLC
|
BUY
|
- |
2.79K+ 0.55% |
$57.1K - $64.9K
|
508K
$13.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.7KNew |
$34.9K - $39.6K
|
1.7K
$45.9K
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.21KNew |
$24.9K - $28.3K
|
1.21K
$32.8K
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.21KNew |
$24.9K - $28.3K
|
1.21K
$32.8K
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
380New |
$7.79K - $8.86K
|
380
$10.3K
|
|
|
Feb 06, 2023
Q4 2022
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
198New |
$4.06K - $4.62K
|
198
$5.35K
|
|
|
Feb 21, 2023
Q4 2022
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
56New |
$1.15K - $1.31K
|
56
$1.51K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 31, 2023
Q4 2022
|
Schubert & CO
|
SELL
|
- |
-259- 4.41% |
$5.31K - $6.04K
|
5.62K
$152K
|
|
|
Feb 03, 2023
Q4 2022
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-953- 8.76% |
$19.5K - $22.2K
|
9.93K
$268K
|
|
|
Jan 12, 2023
Q4 2022
|
Evanson Asset Management, LLC
|
SELL
|
- |
-1.67K- 4.56% |
$34.1K - $38.8K
|
34.8K
$940K
|
|
|
Feb 09, 2023
Q4 2022
|
Wealthsource Partners, LLC
|
SELL
|
- |
-18.8K- 40.92% |
$385K - $438K
|
27.1K
$733K
|
|
|
Feb 09, 2023
Q4 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-52.8K- 53.22% |
$1.08M - $1.23M
|
46.4K
$1.25M
|