Purchases and Sales Made in Q4 2023 in Dimensional ETF Tr Emerging Mk (DFEV)
This table provides information about the institutional ownership of Dimensional ETF Tr Emerging Mk (DFEV) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
432KNew |
$9.77M - $10.9M
|
432K
$11.6M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
399KNew |
$9.02M - $10.1M
|
399K
$10.7M
|
|
|
Feb 14, 2024
Q4 2023
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
291K+ 64.76% |
$6.58M - $7.33M
|
740K
$19.9M
|
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
210KNew |
$4.76M - $5.3M
|
210K
$5.66M
|
|
|
Jan 29, 2024
Q4 2023
|
Financial Architects, LLC
Woodstock, GA |
BUY
|
- |
202KNew |
$4.57M - $5.09M
|
202K
$5.43M
|
|
|
Feb 14, 2024
Q4 2023
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
199KNew |
$4.5M - $5.01M
|
199K
$5.35M
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
180K+ 167.12% |
$4.07M - $4.54M
|
288K
$7.74M
|
|
|
Feb 02, 2024
Q4 2023
|
Marquette Asset Management, LLC
|
BUY
|
- |
165K+ 36.72% |
$3.74M - $4.17M
|
616K
$16.5M
|
|
|
Feb 02, 2024
Q4 2023
|
Heritage Financial Services, LLC
|
BUY
|
- |
162K+ 10.57% |
$3.66M - $4.08M
|
1.69M
$45.5M
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
160K+ 284.1% |
$3.61M - $4.03M
|
216K
$5.81M
|
|
|
Feb 12, 2024
Q4 2023
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
BUY
|
- |
148KNew |
$3.35M - $3.74M
|
148K
$3.99M
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
BUY
|
- |
129K+ 1376.28% |
$2.91M - $3.25M
|
138K
$3.72M
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
95.7KNew |
$2.16M - $2.41M
|
95.7K
$2.57M
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
59.8K+ 174.07% |
$1.35M - $1.51M
|
94.1K
$2.53M
|
|
|
Feb 13, 2024
Q4 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
59.1K+ 26.29% |
$1.34M - $1.49M
|
284K
$7.64M
|
|
|
Feb 13, 2024
Q4 2023
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
54.4KNew |
$1.23M - $1.37M
|
54.4K
$1.46M
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
53.3KNew |
$1.2M - $1.34M
|
53.3K
$1.43M
|
|
|
Feb 08, 2024
Q4 2023
|
Asset Dedication, LLC
|
BUY
|
- |
53.2K+ 2.69% |
$1.2M - $1.34M
|
2.03M
$54.6M
|
|
|
Jan 18, 2024
Q4 2023
|
Evanson Asset Management, LLC
|
BUY
|
- |
52.9K+ 18.67% |
$1.2M - $1.33M
|
336K
$9.04M
|
|
|
Feb 28, 2024
Q4 2023
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
49.7KNew |
$1.12M - $1.25M
|
49.7K
$1.34M
|
|
|
Feb 06, 2024
Q4 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
45.7K+ 25.41% |
$1.03M - $1.15M
|
226K
$6.06M
|
|
|
May 01, 2024
Q4 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
45.7K+ 25.41% |
$1.03M - $1.15M
|
226K
$6.06M
|
|
|
Feb 14, 2024
Q4 2023
|
Index Fund Advisors, Inc.
|
BUY
|
- |
43.4K+ 42.73% |
$980K - $1.09M
|
145K
$3.89M
|
|
|
Jan 26, 2024
Q4 2023
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
42.6K+ 56.9% |
$963K - $1.07M
|
118K
$3.16M
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
34.2KNew |
$774K - $863K
|
34.2K
$920K
|
|
|
Jun 25, 2024
Q4 2023
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
31K+ 8.05% |
$700K - $780K
|
415K
$11.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Oceanside Advisors LLC
Mount Pleasant, SC |
BUY
|
- |
29.3KNew |
$663K - $739K
|
29.3K
$788K
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
28.8K+ 11.97% |
$651K - $726K
|
269K
$7.24M
|
|
|
Feb 06, 2024
Q4 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
28.7K+ 12.4% |
$650K - $724K
|
261K
$7.01M
|
|
|
Jan 18, 2024
Q4 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
27.8K+ 3.22% |
$628K - $700K
|
892K
$24M
|
|
|
Feb 06, 2024
Q4 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
27.3K+ 26.07% |
$617K - $688K
|
132K
$3.55M
|
|
|
Jan 29, 2024
Q4 2023
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
25.2K+ 51.26% |
$570K - $635K
|
74.4K
$2M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
22K+ 8158.89% |
$498K - $555K
|
22.3K
$599K
|
|
|
Jan 31, 2024
Q4 2023
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
22K+ 27.42% |
$497K - $554K
|
102K
$2.75M
|
|
|
Feb 09, 2024
Q4 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
21.8K+ 73.97% |
$492K - $549K
|
51.2K
$1.38M
|
|
|
Jan 23, 2024
Q4 2023
|
Envision Financial Planning, LLC
Memphis, TN |
BUY
|
- |
21.4KNew |
$484K - $540K
|
21.4K
$576K
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
21.1K+ 1781.77% |
$477K - $532K
|
22.3K
$599K
|
|
|
Feb 02, 2024
Q4 2023
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
20.4K+ 58.22% |
$460K - $513K
|
55.3K
$1.49M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
20.1K+ 539.77% |
$455K - $508K
|
23.9K
$642K
|
|
|
Jan 22, 2024
Q4 2023
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
19.7K+ 31.48% |
$446K - $497K
|
82.4K
$2.21M
|
|
|
Feb 09, 2024
Q4 2023
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
19.4K+ 8.97% |
$439K - $490K
|
236K
$6.34M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
17.1K+ 809.14% |
$386K - $431K
|
19.2K
$516K
|
|
|
Jan 25, 2024
Q4 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
16.6K+ 30.51% |
$375K - $418K
|
70.9K
$1.91M
|
|
|
Jan 17, 2024
Q4 2023
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
14.9KNew |
$338K - $376K
|
14.9K
$402K
|
|
|
Jan 18, 2024
Q4 2023
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
13.7KNew |
$309K - $344K
|
13.7K
$367K
|
|
|
Feb 02, 2024
Q4 2023
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
13.4K+ 10.78% |
$303K - $338K
|
138K
$3.71M
|
|
|
Feb 02, 2024
Q4 2023
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
12.6KNew |
$286K - $319K
|
12.6K
$340K
|
|
|
Jan 31, 2024
Q4 2023
|
Grunden Financial Advisory, Inc.
Denton, TX |
BUY
|
- |
11.6KNew |
$262K - $292K
|
11.6K
$312K
|
|
|
Jan 22, 2024
Q4 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
10.6K+ 22.88% |
$239K - $267K
|
56.9K
$1.53M
|
|
|
Jan 17, 2024
Q4 2023
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
10.3K+ 13.22% |
$232K - $259K
|
88.1K
$2.37M
|