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 |
|---|---|---|---|---|---|---|---|
|
Jul 29, 2025
Q2 2025
|
Grunden Financial Advisory, Inc.
Denton, TX |
BUY
|
- |
6.53K+ 25.0% |
$154K - $196K
|
32.6K
$1.1M
|
|
|
Aug 01, 2025
Q2 2025
|
Motco
|
BUY
|
- |
6.47KNew |
$153K - $194K
|
6.47K
$218K
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
6.07K+ 26.86% |
$144K - $182K
|
28.7K
$965K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
5.95K+ 4.53% |
$141K - $179K
|
137K
$4.62M
|
|
|
Aug 14, 2025
Q2 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
5.09K+ 2.54% |
$120K - $153K
|
206K
$6.93M
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
4.53K+ 8.58% |
$107K - $136K
|
57.3K
$1.93M
|
|
|
Jul 30, 2025
Q2 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
4.45K+ 1.35% |
$105K - $133K
|
335K
$11.3M
|
|
|
Jul 16, 2025
Q2 2025
|
Blue Oak Capital, LLC
Menlo Park, CA |
BUY
|
- |
4.4K+ 5.4% |
$104K - $132K
|
85.8K
$2.89M
|
|
|
Jul 14, 2025
Q2 2025
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
4.32K+ 3.53% |
$102K - $129K
|
127K
$4.26M
|
|
|
Aug 14, 2025
Q2 2025
|
Css LLC
Chicago, IL |
BUY
|
- |
4.17K+ 17.78% |
$98.7K - $125K
|
27.6K
$930K
|
|
|
Jul 16, 2025
Q2 2025
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
3.78K+ 12.64% |
$89.3K - $113K
|
33.6K
$1.13M
|
|
|
Jul 30, 2025
Q2 2025
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
3.66K+ 1.42% |
$86.6K - $110K
|
261K
$8.78M
|
|
|
Jul 15, 2025
Q2 2025
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
3.43K+ 3.4% |
$81.2K - $103K
|
104K
$3.51M
|
|
|
Aug 13, 2025
Q2 2025
|
United Wealth Management, LLC
Charlottesville, VA |
BUY
|
- |
3.37K+ 2.26% |
$79.8K - $101K
|
153K
$5.15M
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
2.96K+ 53.88% |
$70.1K - $88.8K
|
8.46K
$285K
|
|
|
Jul 24, 2025
Q2 2025
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
2.96K+ 6.75% |
$70K - $88.8K
|
46.8K
$1.58M
|
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
2.87KNew |
$67.8K - $86K
|
2.87K
$96.5K
|
|
|
Jul 23, 2025
Q2 2025
|
Wealth Advisors Northwest LLC
Portland, OR |
BUY
|
- |
2.41K+ 2.92% |
$57K - $72.3K
|
85K
$2.86M
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
2.32K+ 2.84% |
$54.9K - $69.6K
|
84K
$2.83M
|
|
|
Aug 01, 2025
Q2 2025
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
2.09K+ 5.41% |
$49.4K - $62.6K
|
40.6K
$1.37M
|
|
|
Aug 14, 2025
Q2 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
2.09K+ 2.7% |
$49.3K - $62.5K
|
79.4K
$2.67M
|
|
|
Jul 23, 2025
Q2 2025
|
First Financial Group Corp
Raleigh, NC |
BUY
|
- |
1.8K+ 23.75% |
$42.6K - $54K
|
9.38K
$316K
|
|
|
Aug 01, 2025
Q2 2025
|
Austin Private Wealth, LLC
|
BUY
|
- |
1.7K+ 14.7% |
$40.2K - $50.9K
|
13.2K
$446K
|
|
|
Jul 22, 2025
Q2 2025
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
1.65K+ 18.73% |
$39K - $49.5K
|
10.5K
$352K
|
|
|
Aug 14, 2025
Q2 2025
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
1.45K+ 11.6% |
$34.3K - $43.5K
|
14K
$470K
|
|
|
Aug 13, 2025
Q2 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
1.33K+ 14.9% |
$31.5K - $39.9K
|
10.3K
$346K
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
758New |
$17.9K - $22.7K
|
758
$25.5K
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
725+ 510.56% |
$17.2K - $21.7K
|
867
$29.2K
|
|
|
Aug 14, 2025
Q2 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
680+ 1.54% |
$16.1K - $20.4K
|
44.9K
$1.51M
|
|
|
Aug 14, 2025
Q2 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
645New |
$15.3K - $19.3K
|
645
$21.7K
|
|
|
Aug 08, 2025
Q2 2025
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
504+ 0.62% |
$11.9K - $15.1K
|
82.3K
$2.77M
|
|
|
Jul 03, 2025
Q2 2025
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
500+ 0.59% |
$11.8K - $15K
|
84.6K
$2.85M
|
|
|
Aug 14, 2025
Q2 2025
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
491+ 91.78% |
$11.6K - $14.7K
|
1.03K
$34.5K
|
|
|
Jul 14, 2025
Q2 2025
|
Ridgewood Investments LLC
|
BUY
|
- |
396New |
$9.37K - $11.9K
|
396
$13.3K
|
|
|
Aug 05, 2025
Q2 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
384+ 5.41% |
$9.09K - $11.5K
|
7.48K
$252K
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
371+ 4.94% |
$8.78K - $11.1K
|
7.88K
$265K
|
|
|
Jul 25, 2025
Q2 2025
|
Tranquility Partners, LLC
|
BUY
|
- |
350+ 2.28% |
$8.28K - $10.5K
|
15.7K
$529K
|
|
|
Jul 09, 2025
Q2 2025
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
338New |
$8K - $10.1K
|
338
$11.4K
|
|
|
Jul 24, 2025
Q2 2025
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
304+ 122.58% |
$7.19K - $9.12K
|
552
$18.6K
|
|
|
Aug 12, 2025
Q2 2025
|
Hanover Advisors Inc
Seneca, SC |
BUY
|
- |
293+ 1.62% |
$6.93K - $8.79K
|
18.4K
$619K
|
|
|
Aug 13, 2025
Q2 2025
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
289New |
$6.84K - $8.67K
|
289
$9.73K
|
|
|
Jul 21, 2025
Q2 2025
|
Financial Architects, LLC
Woodstock, GA |
BUY
|
- |
285+ 0.11% |
$6.74K - $8.55K
|
254K
$8.55M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
215+ 0.08% |
$5.09K - $6.45K
|
253K
$8.53M
|
|
|
Jul 03, 2025
Q2 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
212+ 25.76% |
$5.02K - $6.36K
|
1.04K
$34.8K
|
|
|
Aug 05, 2025
Q2 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
158New |
$3.74K - $4.74K
|
158
$5.32K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
156New |
$3.69K - $4.68K
|
156
$5.25K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
143+ 1.48% |
$3.38K - $4.29K
|
9.83K
$331K
|
|
|
Jul 29, 2025
Q2 2025
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
121+ 0.74% |
$2.86K - $3.63K
|
16.5K
$556K
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
77+ 0.8% |
$1.82K - $2.31K
|
9.74K
$328K
|
|
|
Jul 30, 2025
Q2 2025
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
68+ 0.57% |
$1.61K - $2.04K
|
11.9K
$400K
|
|