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
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
53+ 0.62% |
$1.25K - $1.59K
|
8.66K
$292K
|
|
|
Jul 25, 2025
Q2 2025
|
Gibson Capital, LLC
Wexford, PA |
BUY
|
- |
39+ 0.12% |
$923 - $1.17K
|
32K
$1.08M
|
|
|
Jul 02, 2025
Q2 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
27+ 0.22% |
$639 - $810
|
12.3K
$414K
|
|
|
Jul 30, 2025
Q2 2025
|
Phillips Financial Management, LLC
|
BUY
|
- |
19+ 0.34% |
$450 - $570
|
5.53K
$186K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
5+ 0.65% |
$118 - $150
|
773
$26K
|
|
|
Jul 16, 2025
Q2 2025
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
5+ 0.03% |
$118 - $150
|
18.4K
$620K
|
|
|
Jul 30, 2025
Q2 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
1+ 0.0% |
$23.7 - $30
|
32.2K
$1.08M
|
|
|
Sep 26, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
1+ 0.0% |
$23.7 - $30
|
103K
$3.48M
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-36- 54.55% |
$852 - $1.08K
|
30
$1.01K
|
|
|
Aug 08, 2025
Q2 2025
|
Pinney & Scofield, Inc.
Cambridge, MA |
SELL
|
- |
-52- 0.12% |
$1.23K - $1.56K
|
44.2K
$1.49M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-76- 19.49% |
$1.8K - $2.28K
|
314
$10.6K
|
|
|
Nov 12, 2025
Q2 2025
|
Alpha Advisors, Llc/Va
Richmond, VA |
SELL
|
- |
-77- 0.48% |
$1.82K - $2.31K
|
15.9K
$535K
|
|
|
Aug 14, 2025
Q2 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
SELL
|
- |
-90- 6.43% |
$2.13K - $2.7K
|
1.31K
$44.1K
|
|
|
Jul 22, 2025
Q2 2025
|
Gemmer Asset Management LLC
|
SELL
|
- |
-151- 2.0% |
$3.57K - $4.53K
|
7.4K
$249K
|
|
|
Aug 13, 2025
Q2 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-162- 1.97% |
$3.83K - $4.86K
|
8.04K
$271K
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-163- 0.36% |
$3.86K - $4.89K
|
44.6K
$1.5M
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-248- 0.96% |
$5.87K - $7.44K
|
25.7K
$865K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-248- 0.96% |
$5.87K - $7.44K
|
25.7K
$865K
|
|
|
Aug 05, 2025
Q2 2025
|
Golden Bell Financial Planning LLC
Alpharetta, GA |
SELL
|
- |
-254- 0.38% |
$6.01K - $7.62K
|
66.6K
$2.24M
|
|
|
Aug 08, 2025
Q2 2025
|
Sittner & Nelson, LLC
Eugene, OR |
SELL
|
- |
-261- 41.89% |
$6.18K - $7.83K
|
362
$12.2K
|
|
|
Jul 16, 2025
Q2 2025
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-383- 2.07% |
$9.06K - $11.5K
|
18.2K
$611K
|
|
|
Jul 22, 2025
Q2 2025
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-481- 3.65% |
$11.4K - $14.4K
|
12.7K
$428K
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-529- 3.12% |
$12.5K - $15.9K
|
16.5K
$554K
|
|
|
Aug 04, 2025
Q2 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
SELL
|
- |
-557- 0.56% |
$13.2K - $16.7K
|
99.6K
$3.35M
|
|
|
Aug 14, 2025
Q2 2025
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-617- 16.82% |
$14.6K - $18.5K
|
3.05K
$103K
|
|
|
Aug 13, 2025
Q2 2025
|
American Investment Services, Inc.
|
SELL
|
- |
-628- 5.37% |
$14.9K - $18.8K
|
11.1K
$372K
|
|
|
Jul 17, 2025
Q2 2025
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
SELL
|
- |
-645- 7.76% |
$15.3K - $19.3K
|
7.67K
$258K
|
|
|
Aug 13, 2025
Q2 2025
|
Daner Wealth Management, LLC
Alpharetta, GA |
SELL
|
- |
-858- 7.19% |
$20.3K - $25.7K
|
11.1K
$373K
|
|
|
Aug 04, 2025
Q2 2025
|
Dravo Bay LLC
Wilmington, DE |
SELL
|
- |
-875- 0.89% |
$20.7K - $26.2K
|
97.1K
$3.27M
|
|
|
Jul 29, 2025
Q2 2025
|
Unison Advisors LLC
|
SELL
|
- |
-890- 4.52% |
$21.1K - $26.7K
|
18.8K
$633K
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-1.11K- 2.32% |
$26.3K - $33.3K
|
46.8K
$1.57M
|
|
|
Aug 13, 2025
Q2 2025
|
Millstone Evans Group, LLC
Boulder, CO |
SELL
|
- |
-1.13K- 65.09% |
$26.7K - $33.8K
|
605
$20.4K
|
|
|
Jul 10, 2025
Q2 2025
|
White Wing Wealth Management
The Wodlands, TX |
SELL
|
- |
-1.19K- 1.61% |
$28.2K - $35.7K
|
72.9K
$2.45M
|
|
|
Jul 18, 2025
Q2 2025
|
Heritage Financial Services, LLC
|
SELL
|
- |
-1.46K- 1.66% |
$34.4K - $43.6K
|
86K
$2.9M
|
|
|
Jul 17, 2025
Q2 2025
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
SELL
|
- |
-1.53K- 0.32% |
$36.2K - $45.9K
|
470K
$15.8M
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-1.69K- 5.9% |
$40K - $50.7K
|
27K
$909K
|
|
|
Aug 12, 2025
Q2 2025
|
Mc Grath & Associates, Inc.
Asheville, NC |
SELL
|
- |
-1.81K- 2.81% |
$42.8K - $54.3K
|
62.7K
$2.11M
|
|
|
Jul 15, 2025
Q2 2025
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-1.9K- 2.09% |
$45K - $57K
|
89.3K
$3.01M
|
|
|
Jul 30, 2025
Q2 2025
|
En Rich Financial Partners LLC
Madison, WI |
SELL
|
- |
-2.11K- 3.95% |
$49.8K - $63.1K
|
51.2K
$1.72M
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
SELL
|
- |
-2.35K- 63.29% |
$55.6K - $70.5K
|
1.36K
$45.9K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
SELL
|
- |
-2.41K- 3.17% |
$56.9K - $72.1K
|
73.6K
$2.48M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-2.66K- 24.45% |
$62.8K - $79.7K
|
8.21K
$276K
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-2.68K- 26.76% |
$63.3K - $80.3K
|
7.32K
$247K
|
|
|
Jul 17, 2025
Q2 2025
|
Oceanside Advisors LLC
Mount Pleasant, SC |
SELL
|
- |
-2.85K- 9.2% |
$67.4K - $85.4K
|
28.1K
$946K
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-2.86K- 3.05% |
$67.6K - $85.7K
|
90.9K
$3.06M
|
|
|
Jul 23, 2025
Q2 2025
|
Abel Hall, LLC
Baton Rouge, LA |
SELL
|
- |
-4K- 6.79% |
$94.6K - $120K
|
54.9K
$1.85M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-4.28K- 6.95% |
$101K - $128K
|
57.3K
$1.93M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-4.46K- 11.69% |
$106K - $134K
|
33.7K
$1.14M
|
|
|
Aug 05, 2025
Q2 2025
|
Astra Wealth Partners LLC
Jersey City, NJ |
SELL
|
- |
-4.79K- 5.79% |
$113K - $144K
|
77.9K
$2.62M
|
|