Purchases and Sales Made in Q4 2023 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 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 08, 2024 Q4 2023
Beacon Pointe Advisors, LLC

Newport Beach, CA
BUY
 -
10.2K
+ 1.89%
$231K - $258K
551K $14.8M
Jan 16, 2024 Q4 2023
Raymond James & Associates

St Petersburg, FL
BUY
 -
9.03K
New
$204K - $228K
9.03K $243K
Jan 25, 2024 Q4 2023
Firethorn Wealth Partners, LLC

BUY
 -
8.51K
New
$192K - $214K
8.51K $229K
Feb 13, 2024 Q4 2023
Integrated Wealth Concepts LLC

BUY
 -
8.4K
New
$190K - $212K
8.4K $226K
Feb 14, 2024 Q4 2023
Elevate Wealth Advisory, Inc

Athens, GA
BUY
 -
8.27K
New
$187K - $208K
8.27K $222K
Feb 05, 2024 Q4 2023
Savant Capital, LLC

BUY
 -
8.11K
+ 6.34%
$183K - $204K
136K $3.66M
Jan 25, 2024 Q4 2023
B.O.S.S. Retirement Advisors, LLC

Lehi, UT
BUY
 -
7.94K
New
$179K - $200K
7.94K $213K
Feb 12, 2024 Q4 2023
Steward Partners Investment Advisory, LLC

BUY
 -
5.16K
+ 9.82%
$117K - $130K
57.7K $1.55M
Jul 03, 2024 Q4 2023
Mills Wealth Advisors LLC

Southlake, TX
BUY
 -
4.63K
+ 6.31%
$105K - $117K
78K $2.1M
Jan 10, 2024 Q4 2023
Bruce G. Allen Investments, LLC

Denver, CO
BUY
 -
4.6K
New
$104K - $116K
4.6K $124K
Feb 08, 2024 Q4 2023
Tortoise Investment Management, LLC

BUY
 -
2.86K
+ 15.92%
$64.7K - $72.1K
20.8K $560K
Feb 02, 2024 Q4 2023
Retirement Solution Inc.

BUY
 -
2.37K
+ 2.32%
$53.5K - $59.6K
104K $2.8M
Feb 14, 2024 Q4 2023
Kestra Advisory Services, LLC

BUY
 -
2.1K
+ 12.16%
$47.4K - $52.9K
19.4K $520K
Feb 07, 2024 Q4 2023
Jfs Wealth Advisors, LLC

BUY
 -
1.95K
New
$44K - $49K
1.95K $52.3K
Feb 14, 2024 Q4 2023
Bos Asset Management, LLC

Springfield, IL
BUY
 -
1.81K
+ 16.8%
$40.8K - $45.5K
12.6K $338K
Feb 12, 2024 Q4 2023
High Tower Advisors, LLC

Chicago, IL
BUY
 -
1.77K
+ 18.14%
$40K - $44.6K
11.5K $310K
Feb 08, 2024 Q4 2023
Matisse Capital

BUY
 -
1.76K
+ 4.56%
$39.8K - $44.4K
40.4K $1.08M
Jan 31, 2024 Q4 2023
Tranquility Partners, LLC

BUY
 -
1.36K
+ 12.31%
$30.8K - $34.3K
12.4K $334K
Feb 23, 2024 Q4 2023
Chicago Partners Investment Group LLC

BUY
 -
1.31K
+ 2.33%
$29.7K - $33.1K
57.7K $1.55M
Feb 06, 2024 Q4 2023
Lincoln National Corp

BUY
 -
1.31K
+ 6.3%
$29.5K - $32.9K
22K $592K
Jan 18, 2024 Q4 2023
Moisand Fitzgerald Tamayo, LLC

BUY
 -
1.11K
+ 6.98%
$25.2K - $28.1K
17.1K $459K
Feb 01, 2024 Q4 2023
Bka Wealth Consulting, Inc.

BUY
 -
482
+ 0.87%
$10.9K - $12.1K
56.1K $1.51M
Feb 13, 2024 Q4 2023
Northwestern Mutual Wealth Management CO

BUY
 -
350
New
$7.91K - $8.82K
350 $9.41K
Feb 01, 2024 Q4 2023
Aspire Private Capital, LLC

BUY
 -
279
+ 38.22%
$6.31K - $7.03K
1.01K $27.1K
Feb 14, 2024 Q4 2023
Buckingham Strategic Wealth, LLC

Clayton, MO
BUY
 -
277
+ 2.79%
$6.26K - $6.98K
10.2K $274K
Jan 08, 2024 Q4 2023
Tompkins Financial Corp

BUY
 -
246
New
$5.56K - $6.2K
246 $6.61K
Jan 19, 2024 Q4 2023
Unison Advisors LLC

BUY
 -
161
+ 0.61%
$3.64K - $4.06K
26.4K $709K
Jan 31, 2024 Q4 2023
Oliver Lagore Vanvalin Investment Group

Flint, MI
BUY
 -
146
+ 39.04%
$3.3K - $3.68K
520 $14K
Feb 14, 2024 Q4 2023
Comerica Bank

BUY
 -
140
+ 10.93%
$3.16K - $3.53K
1.42K $38.2K
Jan 24, 2024 Q4 2023
Heritage Wealth Management, Inc./Texas

Houston, TX
BUY
 -
90
+ 0.63%
$2.03K - $2.27K
14.3K $384K
Feb 14, 2024 Q4 2023
Cardiff Park Advisors, LLC

San Marcos, CA
BUY
 -
27
+ 0.06%
$610 - $680
46.3K $1.25M
Jan 25, 2024 Q4 2023
Phillips Financial Management, LLC

BUY
 -
13
+ 0.57%
$294 - $328
2.31K $62K
Feb 07, 2024 Q4 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Jan 19, 2024 Q4 2023
B.O.S.S. Retirement Advisors, LLC

Lehi, UT
BUY
 -
0
New
$0 - $0
0 $0
Jan 23, 2024 Q4 2023
Applied Capital LLC

SELL
 -
-177
- 0.31%
$4K - $4.46K
57.6K $1.55M
Feb 12, 2024 Q4 2023
Schubert & CO

SELL
 -
-445
- 4.88%
$10.1K - $11.2K
8.68K $233K
Feb 14, 2024 Q4 2023
Farther Finance Advisors, LLC

San Francisco, CA
SELL
 -
-518
- 45.36%
$11.7K - $13.1K
624 $16.8K
Feb 02, 2024 Q4 2023
Red Lighthouse Investment Management, LLC

New York, NY
SELL
 -
-774
- 14.97%
$17.5K - $19.5K
4.4K $118K
Feb 14, 2024 Q4 2023
Ancora Advisors, LLC

Cleveland, OH
SELL
 -
-841
- 14.73%
$19K - $21.2K
4.87K $131K
Jan 18, 2024 Q4 2023
Verum Partners LLC

Charlotte, NC
SELL
 -
-999
- 1.06%
$22.6K - $25.2K
93.1K $2.5M
May 06, 2024 Q4 2023
Di Nuzzo Private Wealth, Inc.

Beaver, PA
SELL
 -
-1.22K
- 0.58%
$27.7K - $30.8K
210K $5.66M
Jan 12, 2024 Q4 2023
Wealthsource Partners, LLC

SELL
 -
-1.6K
- 6.5%
$36.2K - $40.3K
23K $619K
Feb 07, 2024 Q4 2023
Janney Montgomery Scott LLC

SELL
 -
-1.94K
- 0.42%
$43.9K - $48.9K
464K $12.5M
Jan 31, 2024 Q4 2023
Opes Wealth Management LLC

Menlo Park, CA
SELL
 -
-2.07K
- 0.62%
$46.8K - $52.2K
331K $8.9M
Feb 07, 2024 Q4 2023
Rcs Financial Planning, LLC

Annapolis, MD
SELL
 -
-2.27K
- 4.74%
$51.2K - $57.1K
45.5K $1.22M
Feb 13, 2024 Q4 2023
Envestnet Asset Management Inc

SELL
 -
-2.98K
- 4.63%
$67.4K - $75.2K
61.4K $1.65M
Jan 23, 2024 Q4 2023
Breakwater Capital Group

Paramus, NJ
SELL
 -
-3K
- 2.07%
$67.7K - $75.5K
142K $3.81M
Jan 30, 2024 Q4 2023
Lam Group, Inc.

Lake Oswego, OR
SELL
 -
-3K
- 3.87%
$67.8K - $75.6K
74.6K $2M
Jan 30, 2024 Q4 2023
Allen Capital Group, LLC

SELL
 -
-3.62K
- 14.41%
$81.8K - $91.2K
21.5K $578K

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