Purchases and Sales Made in Q4 2024 in Dimensional ETF Tr Emerging Mk (DFEV)
This table provides information about the institutional ownership of Dimensional ETF Tr Emerging Mk (DFEV) during Q4 2024. 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 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
BUY
|
- |
96.6K+ 4.05% |
$2.53M - $2.81M
|
2.48M
$66M
|
|
Jan 24, 2025
Q4 2024
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
55.8KNew |
$1.46M - $1.63M
|
55.8K
$1.48M
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
52.4K+ 5.43% |
$1.37M - $1.53M
|
1.02M
$27.1M
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
44.6KNew |
$1.17M - $1.3M
|
44.6K
$1.19M
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
43.7KNew |
$1.14M - $1.27M
|
43.7K
$1.16M
|
|
Jan 24, 2025
Q4 2024
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
35.7KNew |
$934K - $1.04M
|
35.7K
$949K
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
30.1K+ 6.89% |
$787K - $877K
|
467K
$12.4M
|
|
Jan 22, 2025
Q4 2024
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
15K+ 210.84% |
$392K - $437K
|
22.1K
$588K
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
14.6KNew |
$382K - $425K
|
14.6K
$388K
|
|
Jan 24, 2025
Q4 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
12.2K+ 7.66% |
$318K - $355K
|
171K
$4.55M
|
|
Jan 16, 2025
Q4 2024
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
11.1K+ 14.94% |
$290K - $323K
|
85.3K
$2.27M
|
|
Jan 14, 2025
Q4 2024
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
9.91K+ 6.09% |
$259K - $289K
|
173K
$4.59M
|
|
Jan 13, 2025
Q4 2024
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
9.74K+ 13.69% |
$255K - $284K
|
80.9K
$2.15M
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
9.03KNew |
$236K - $263K
|
9.03K
$240K
|
|
Jan 24, 2025
Q4 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
8.66KNew |
$226K - $252K
|
8.66K
$230K
|
|
Jan 24, 2025
Q4 2024
|
Grunden Financial Advisory, Inc.
Denton, TX |
BUY
|
- |
8.55K+ 52.64% |
$224K - $249K
|
24.8K
$659K
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
7.19K+ 34.38% |
$188K - $210K
|
28.1K
$748K
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
7.06K+ 4.93% |
$185K - $206K
|
150K
$3.99M
|
|
Jan 14, 2025
Q4 2024
|
Marquette Asset Management, LLC
|
BUY
|
- |
6.08K+ 0.96% |
$159K - $177K
|
643K
$17.1M
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
5.49K+ 22.56% |
$144K - $160K
|
29.8K
$793K
|
|
Jan 13, 2025
Q4 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
5.03K+ 1.7% |
$132K - $146K
|
300K
$7.98M
|
|
Jan 23, 2025
Q4 2024
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
3.61K+ 6.98% |
$94.3K - $105K
|
55.2K
$1.47M
|
|
Jan 23, 2025
Q4 2024
|
Applied Capital LLC
|
BUY
|
- |
2.87K+ 4.96% |
$74.9K - $83.5K
|
60.6K
$1.61M
|
|
Jan 22, 2025
Q4 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
2.36K+ 1.1% |
$61.8K - $68.8K
|
217K
$5.77M
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
2.27K+ 2.77% |
$59.4K - $66.1K
|
84K
$2.23M
|
|
Jan 22, 2025
Q4 2024
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
1.23K+ 8.84% |
$32.1K - $35.8K
|
15.1K
$402K
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
192New |
$5.02K - $5.59K
|
192
$5.11K
|
|
Jan 17, 2025
Q4 2024
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
BUY
|
- |
98+ 0.68% |
$2.56K - $2.85K
|
14.5K
$385K
|
|
Jan 21, 2025
Q4 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
43+ 0.44% |
$1.12K - $1.25K
|
9.82K
$261K
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
SELL
|
- |
-197- 1.59% |
$5.15K - $5.74K
|
12.2K
$324K
|
|
Jan 24, 2025
Q4 2024
|
Matisse Capital
|
SELL
|
- |
-600- 1.49% |
$15.7K - $17.5K
|
39.8K
$1.06M
|
|
Jan 17, 2025
Q4 2024
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-621- 0.68% |
$16.2K - $18.1K
|
90.3K
$2.4M
|
|
Jan 21, 2025
Q4 2024
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-757- 5.41% |
$19.8K - $22.1K
|
13.2K
$352K
|
|
Jan 22, 2025
Q4 2024
|
Rcs Financial Planning, LLC
Annapolis, MD |
SELL
|
- |
-1.52K- 7.73% |
$39.7K - $44.2K
|
18.1K
$482K
|
|
Jan 17, 2025
Q4 2024
|
Edge Financial Advisors LLC
Wheaton, IL |
SELL
|
- |
-1.94K- 2.77% |
$50.8K - $56.5K
|
68.2K
$1.81M
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-2.44K- 20.69% |
$63.9K - $71.1K
|
9.36K
$249K
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.66K- 0.57% |
$69.5K - $77.4K
|
466K
$12.4M
|
|
Jan 24, 2025
Q4 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
SELL
|
- |
-5K- 35.31% |
$131K - $146K
|
9.15K
$243K
|
|
Jan 23, 2025
Q4 2024
|
Heritage Financial Services, LLC
|
SELL
|
- |
-21.3K- 14.36% |
$558K - $622K
|
127K
$3.39M
|
|
Jan 24, 2025
Q4 2024
|
Family Investment Center, Inc.
Saint Joseph, MO |
SELL
|
- |
-35.2K- 8.8% |
$920K - $1.02M
|
364K
$9.69M
|