Purchases and Sales Made in Q2 2025 in Dimensional ETF Tr Emerging Mk (DFEV)
This table provides information about the institutional ownership of Dimensional ETF Tr Emerging Mk (DFEV) during Q2 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
759K+ 166.65% |
$18M - $22.8M
|
1.21M
$40.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
248K+ 316.81% |
$5.86M - $7.42M
|
326K
$11M
|
|
|
Jul 28, 2025
Q2 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
239K+ 23.74% |
$5.66M - $7.18M
|
1.25M
$42M
|
|
|
Aug 06, 2025
Q2 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
218K+ 107.54% |
$5.16M - $6.54M
|
421K
$14.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Old Mission Capital LLC
|
BUY
|
- |
119KNew |
$2.81M - $3.57M
|
119K
$4M
|
|
|
Jul 30, 2025
Q2 2025
|
Strata Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
61.4K+ 12.9% |
$1.45M - $1.84M
|
538K
$18.1M
|
|
|
Aug 04, 2025
Q2 2025
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
51.6K+ 8.11% |
$1.22M - $1.55M
|
689K
$23.2M
|
|
|
Sep 09, 2025
Q2 2025
|
Cambridge Financial Group, LLC
Tucson, AZ |
BUY
|
- |
51.1K+ 11.11% |
$1.21M - $1.53M
|
511K
$17.2M
|
|
|
Jul 30, 2025
Q2 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
48.7K+ 9.93% |
$1.15M - $1.46M
|
539K
$18.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
48.4K+ 567.1% |
$1.15M - $1.45M
|
56.9K
$1.92M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
43.5K+ 93.53% |
$1.03M - $1.3M
|
90K
$3.03M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
42.9K+ 5.14% |
$1.02M - $1.29M
|
877K
$29.5M
|
|
|
Jul 09, 2025
Q2 2025
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
39.9K+ 14.22% |
$945K - $1.2M
|
321K
$10.8M
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
39.9K+ 1570.45% |
$943K - $1.2M
|
42.4K
$1.43M
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
34.6K+ 3.81% |
$818K - $1.04M
|
943K
$31.7M
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
34K+ 12.71% |
$804K - $1.02M
|
301K
$10.1M
|
|
|
Jul 25, 2025
Q2 2025
|
Index Fund Advisors, Inc.
|
BUY
|
- |
32K+ 9.62% |
$758K - $961K
|
365K
$12.3M
|
|
|
Aug 19, 2025
Q2 2025
|
Asset Dedication, LLC
|
BUY
|
- |
31.2K+ 1.24% |
$738K - $935K
|
2.56M
$86M
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
26KNew |
$616K - $780K
|
26K
$876K
|
|
|
Aug 13, 2025
Q2 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
26K+ 157.21% |
$614K - $778K
|
42.5K
$1.43M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
25.2K+ 54.37% |
$597K - $757K
|
71.6K
$2.41M
|
|
|
Aug 12, 2025
Q2 2025
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
23.8K+ 642.43% |
$562K - $713K
|
27.5K
$925K
|
|
|
Jul 30, 2025
Q2 2025
|
Mills Wealth Advisors LLC
Southlake, TX |
BUY
|
- |
20.5K+ 15.78% |
$486K - $616K
|
151K
$5.07M
|
|
|
Jul 28, 2025
Q2 2025
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
19.9K+ 122.68% |
$472K - $598K
|
36.2K
$1.22M
|
|
|
Aug 08, 2025
Q2 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
19.7K+ 12.16% |
$466K - $591K
|
182K
$6.11M
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
18.9K+ 29.69% |
$448K - $568K
|
82.8K
$2.79M
|
|
|
Jul 15, 2025
Q2 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
18.6K+ 4.06% |
$440K - $558K
|
477K
$16.1M
|
|
|
Jul 28, 2025
Q2 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
15.7K+ 18.37% |
$373K - $472K
|
101K
$3.42M
|
|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
15.5K+ 28.86% |
$367K - $466K
|
69.3K
$2.33M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
13.1K+ 2.85% |
$311K - $394K
|
474K
$16M
|
|
|
Aug 07, 2025
Q2 2025
|
Timonier Family Office, Ltd.
Winston Salem, NC |
BUY
|
- |
12.8K+ 10.14% |
$303K - $384K
|
139K
$4.68M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
12.4K+ 117.37% |
$293K - $371K
|
22.9K
$772K
|
|
|
Jul 15, 2025
Q2 2025
|
Marquette Asset Management, LLC
|
BUY
|
- |
11.9K+ 1.85% |
$282K - $357K
|
655K
$22M
|
|
|
Aug 13, 2025
Q2 2025
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
BUY
|
- |
10.5KNew |
$248K - $314K
|
10.5K
$352K
|
|
|
Jul 28, 2025
Q2 2025
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
9.97K+ 5.68% |
$236K - $299K
|
186K
$6.25M
|
|
|
Jul 21, 2025
Q2 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
9.79KNew |
$232K - $294K
|
9.79K
$330K
|
|
|
Jul 16, 2025
Q2 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
9.69KNew |
$229K - $291K
|
9.69K
$326K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
9.66K+ 15.56% |
$228K - $290K
|
71.7K
$2.41M
|
|
|
Aug 04, 2025
Q2 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
9.62KNew |
$228K - $288K
|
9.62K
$324K
|
|
|
Jul 09, 2025
Q2 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
8.95K+ 2.85% |
$212K - $268K
|
323K
$10.9M
|
|
|
Jul 31, 2025
Q2 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
8.69K+ 11.44% |
$206K - $261K
|
84.6K
$2.85M
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
BUY
|
- |
8.1K+ 84.84% |
$192K - $243K
|
17.6K
$594K
|
|
|
Aug 12, 2025
Q2 2025
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
7.81K+ 38.54% |
$185K - $234K
|
28.1K
$945K
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
7.76K+ 36.43% |
$184K - $233K
|
29.1K
$979K
|
|
|
Jul 21, 2025
Q2 2025
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
7.51KNew |
$178K - $225K
|
7.51K
$253K
|
|
|
Jul 16, 2025
Q2 2025
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
7.13K+ 7.96% |
$169K - $214K
|
96.7K
$3.26M
|
|
|
Jul 14, 2025
Q2 2025
|
Shearwater Capital LLC
|
BUY
|
- |
6.97KNew |
$165K - $209K
|
6.97K
$235K
|
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
6.96KNew |
$165K - $209K
|
6.96K
$234K
|
|
|
Aug 11, 2025
Q2 2025
|
Von Borstel & Associates, Inc.
The Dalles, OR |
BUY
|
- |
6.59K+ 2.69% |
$156K - $198K
|
251K
$8.46M
|
|
|
Jul 17, 2025
Q2 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
6.57K+ 2.99% |
$155K - $197K
|
226K
$7.6M
|
|