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 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-5.11K- 40.84% |
$121K - $153K
|
7.41K
$249K
|
|
|
Jul 28, 2025
Q2 2025
|
Rcs Financial Planning, LLC
Annapolis, MD |
SELL
|
- |
-5.22K- 30.36% |
$124K - $157K
|
12K
$403K
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-5.31K- 0.96% |
$126K - $159K
|
548K
$18.5M
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-6.55K- 4.33% |
$155K - $196K
|
145K
$4.87M
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-6.75K- 4.31% |
$160K - $202K
|
150K
$5.04M
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-7.43K- 12.43% |
$176K - $223K
|
52.4K
$1.76M
|
|
|
Jul 18, 2025
Q2 2025
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-7.72K- 4.39% |
$183K - $232K
|
168K
$5.67M
|
|
|
Jul 17, 2025
Q2 2025
|
Porter White Investment Advisors, Inc.
Birmingham, AL |
SELL
|
- |
-7.92K- 19.87% |
$187K - $237K
|
31.9K
$1.07M
|
|
|
Aug 12, 2025
Q2 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-8.68K- 7.14% |
$205K - $260K
|
113K
$3.8M
|
|
|
Jul 25, 2025
Q2 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-8.85K- 11.35% |
$209K - $265K
|
69.1K
$2.33M
|
|
|
Aug 11, 2025
Q2 2025
|
Foundation Wealth Management, Llc\Pa
Media, PA |
SELL
|
- |
-8.94K- 19.92% |
$212K - $268K
|
35.9K
$1.21M
|
|
|
Jul 17, 2025
Q2 2025
|
Applied Capital LLC
|
SELL
|
- |
-9.67K- 15.76% |
$229K - $290K
|
51.7K
$1.74M
|
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
SELL
|
- |
-12.9K- 12.14% |
$305K - $387K
|
93.4K
$3.14M
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-13.3K- 6.69% |
$314K - $398K
|
185K
$6.23M
|
|
|
Jul 29, 2025
Q2 2025
|
Schubert & CO
|
SELL
|
- |
-15.2K- 44.27% |
$359K - $455K
|
19.1K
$643K
|
|
|
Jul 14, 2025
Q2 2025
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-18.8K- 10.38% |
$446K - $565K
|
163K
$5.48M
|
|
|
Jul 15, 2025
Q2 2025
|
Bka Wealth Consulting, Inc.
|
SELL
|
- |
-19.2K- 22.22% |
$454K - $576K
|
67.2K
$2.26M
|
|
|
Jul 30, 2025
Q2 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-23.5K- 5.51% |
$557K - $706K
|
404K
$13.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-25.6K- 56.3% |
$606K - $768K
|
19.9K
$669K
|
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-36.5K- 26.07% |
$863K - $1.09M
|
103K
$3.48M
|
|
|
Aug 06, 2025
Q2 2025
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-59K- 7.32% |
$1.4M - $1.77M
|
747K
$25.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-65.6K- 96.27% |
$1.55M - $1.97M
|
2.54K
$85.4K
|
|
|
Aug 11, 2025
Q2 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
SELL
|
- |
-142K- 37.21% |
$3.35M - $4.25M
|
239K
$8.05M
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-479K- 71.2% |
$11.3M - $14.4M
|
194K
$6.53M
|
|