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 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-3.62K- 8.73% |
$81.9K - $91.3K
|
37.9K
$1.02M
|
|
Feb 29, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-3.67K- 17.6% |
$82.9K - $92.5K
|
17.2K
$462K
|
|
May 23, 2024
Q4 2023
|
Hanover Advisors Inc
Seneca, SC |
SELL
|
- |
-5.31K- 22.26% |
$120K - $134K
|
18.5K
$498K
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-5.59K- 10.11% |
$126K - $141K
|
49.7K
$1.34M
|
|
Feb 07, 2024
Q4 2023
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-5.82K- 38.71% |
$131K - $147K
|
9.21K
$248K
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-7.15K- 22.5% |
$162K - $180K
|
24.6K
$662K
|
|
Feb 09, 2024
Q4 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-7.55K- 94.49% |
$171K - $190K
|
440
$11.8K
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-10.1K- 66.93% |
$228K - $254K
|
4.98K
$134K
|
|
Feb 14, 2024
Q4 2023
|
Gibson Capital, LLC
Wexford, PA |
SELL
|
- |
-17K- 34.71% |
$384K - $428K
|
32K
$860K
|
|
Jan 10, 2024
Q4 2023
|
Avondale Wealth Management
|
SELL
|
- |
-19.5K- 82.98% |
$441K - $491K
|
4K
$108K
|
|
Feb 14, 2024
Q4 2023
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-37.6K- 45.07% |
$849K - $947K
|
45.8K
$1.23M
|
|
Feb 13, 2024
Q4 2023
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-168K- 53.19% |
$3.79M - $4.22M
|
148K
$3.96M
|
|
Feb 14, 2024
Q4 2023
|
Old Mission Capital LLC
|
SELL
|
- |
-290K- 84.41% |
$6.56M - $7.31M
|
53.6K
$1.44M
|