Purchases and Sales Made in Q3 2025 in Dimensional ETF Tr Emerging Mk (DFEV)
This table provides information about the institutional ownership of Dimensional ETF Tr Emerging Mk (DFEV) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 24, 2025
Q3 2025
|
Phillips Financial Management, LLC
|
BUY
|
- |
861+ 15.56% |
$25.8K - $27.9K
|
6.4K
$215K
|
|
|
Nov 10, 2025
Q3 2025
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
834+ 91.65% |
$25K - $27K
|
1.74K
$58.7K
|
|
|
Nov 14, 2025
Q3 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
818+ 11.17% |
$24.5K - $26.5K
|
8.14K
$274K
|
|
|
Nov 14, 2025
Q3 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
806New |
$24.2K - $26.1K
|
806
$27.1K
|
|
|
Nov 14, 2025
Q3 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
656+ 0.66% |
$19.7K - $21.2K
|
100K
$3.38M
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
623+ 7.9% |
$18.7K - $20.2K
|
8.51K
$286K
|
|
|
Nov 12, 2025
Q3 2025
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
601+ 1.36% |
$18K - $19.5K
|
44.8K
$1.51M
|
|
|
Nov 14, 2025
Q3 2025
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
600+ 4.3% |
$18K - $19.4K
|
14.6K
$490K
|
|
|
Oct 30, 2025
Q3 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
471+ 4.81% |
$14.1K - $15.3K
|
10.3K
$345K
|
|
|
Nov 13, 2025
Q3 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
455New |
$13.6K - $14.7K
|
455
$15.3K
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
BUY
|
- |
442+ 0.95% |
$13.2K - $14.3K
|
47.2K
$1.59M
|
|
|
Oct 22, 2025
Q3 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
415New |
$12.4K - $13.4K
|
415
$14K
|
|
|
Oct 29, 2025
Q3 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
406New |
$12.2K - $13.1K
|
406
$13.7K
|
|
|
Nov 13, 2025
Q3 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
400+ 4.73% |
$12K - $13K
|
8.86K
$298K
|
|
|
Nov 13, 2025
Q3 2025
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
390+ 38.01% |
$11.7K - $12.6K
|
1.42K
$47.7K
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
359+ 4.85% |
$10.8K - $11.6K
|
7.77K
$261K
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
BUY
|
- |
206+ 15.11% |
$6.17K - $6.67K
|
1.57K
$52.8K
|
|
|
Nov 04, 2025
Q3 2025
|
Unison Advisors LLC
|
BUY
|
- |
186+ 0.99% |
$5.57K - $6.02K
|
19K
$640K
|
|
|
Oct 22, 2025
Q3 2025
|
Porter White Investment Advisors, Inc.
Birmingham, AL |
BUY
|
- |
167+ 0.52% |
$5K - $5.41K
|
32.1K
$1.08M
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
148+ 493.33% |
$4.44K - $4.79K
|
178
$5.99K
|
|
|
Nov 12, 2025
Q3 2025
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
126+ 0.14% |
$3.78K - $4.08K
|
89.4K
$3.01M
|
|
|
Nov 07, 2025
Q3 2025
|
Oceanside Advisors LLC
Mount Pleasant, SC |
BUY
|
- |
119+ 0.42% |
$3.57K - $3.85K
|
28.2K
$950K
|
|
|
Nov 04, 2025
Q3 2025
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
112New |
$3.36K - $3.63K
|
112
$3.77K
|
|
|
Nov 05, 2025
Q3 2025
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
110+ 0.67% |
$3.3K - $3.56K
|
16.6K
$559K
|
|
|
Nov 13, 2025
Q3 2025
|
Css LLC
Chicago, IL |
BUY
|
- |
107+ 0.39% |
$3.21K - $3.46K
|
27.7K
$934K
|
|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
102+ 0.38% |
$3.06K - $3.3K
|
27.1K
$912K
|
|
|
Oct 24, 2025
Q3 2025
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
94+ 2.68% |
$2.82K - $3.04K
|
3.6K
$121K
|
|
|
Oct 17, 2025
Q3 2025
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
94+ 0.79% |
$2.82K - $3.04K
|
12K
$404K
|
|
|
Oct 17, 2025
Q3 2025
|
Austin Private Wealth, LLC
|
BUY
|
- |
84+ 0.63% |
$2.52K - $2.72K
|
13.3K
$449K
|
|
|
Nov 03, 2025
Q3 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
83+ 1.11% |
$2.49K - $2.69K
|
7.56K
$254K
|
|
|
Nov 06, 2025
Q3 2025
|
Hanover Advisors Inc
Seneca, SC |
BUY
|
- |
53+ 0.29% |
$1.59K - $1.72K
|
18.4K
$621K
|
|
|
Oct 16, 2025
Q3 2025
|
Darwin Advisors, LLC
|
BUY
|
- |
40New |
$1.2K - $1.3K
|
40
$1.35K
|
|
|
Oct 31, 2025
Q3 2025
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
7+ 1.27% |
$210 - $227
|
559
$18.8K
|
|
|
Oct 08, 2025
Q3 2025
|
Tompkins Financial Corp
|
BUY
|
- |
6New |
$180 - $194
|
6
$202
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1New |
$30 - $32.4
|
1
$33.7
|
|
|
Oct 24, 2025
Q3 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
1+ 0.0% |
$30 - $32.4
|
32.2K
$1.08M
|
|
|
Oct 09, 2025
Q3 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
SELL
|
- |
-36- 0.29% |
$1.08K - $1.17K
|
12.3K
$413K
|
|
|
Oct 15, 2025
Q3 2025
|
Gemmer Asset Management LLC
|
SELL
|
- |
-43- 0.58% |
$1.29K - $1.39K
|
7.35K
$248K
|
|
|
Nov 13, 2025
Q3 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-58- 0.72% |
$1.74K - $1.88K
|
7.98K
$269K
|
|
|
Nov 13, 2025
Q3 2025
|
American Investment Services, Inc.
|
SELL
|
- |
-85- 0.77% |
$2.55K - $2.75K
|
11K
$370K
|
|
|
Nov 04, 2025
Q3 2025
|
Uma Financial Services, Inc.
|
SELL
|
- |
-90- 5.23% |
$2.7K - $2.91K
|
1.63K
$54.9K
|
|
|
Oct 21, 2025
Q3 2025
|
Applied Capital LLC
|
SELL
|
- |
-122- 0.24% |
$3.66K - $3.95K
|
51.6K
$1.74M
|
|
|
Oct 27, 2025
Q3 2025
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-126- 1.21% |
$3.78K - $4.08K
|
10.3K
$348K
|
|
|
Oct 23, 2025
Q3 2025
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-156- 0.86% |
$4.68K - $5.05K
|
18K
$606K
|
|
|
Oct 14, 2025
Q3 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-222- 0.1% |
$6.65K - $7.19K
|
226K
$7.6M
|
|
|
Oct 08, 2025
Q3 2025
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-244- 1.92% |
$7.31K - $7.9K
|
12.5K
$419K
|
|
|
Oct 30, 2025
Q3 2025
|
Millstone Evans Group, LLC
Boulder, CO |
SELL
|
- |
-261- 43.14% |
$7.82K - $8.45K
|
344
$11.6K
|
|
|
Nov 12, 2025
Q3 2025
|
Accredited Wealth Management, LLC
Louisville, KY |
SELL
|
- |
-315- 78.75% |
$9.44K - $10.2K
|
85
$2.86K
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
SELL
|
- |
-321- 0.13% |
$9.62K - $10.4K
|
253K
$8.52M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-324- 41.91% |
$9.71K - $10.5K
|
449
$15.1K
|
|