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 22, 2025
Q3 2025
|
Motco
|
SELL
|
- |
-326- 5.04% |
$9.77K - $10.6K
|
6.15K
$207K
|
|
|
Oct 29, 2025
Q3 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-332- 0.39% |
$9.95K - $10.8K
|
84.3K
$2.84M
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-367- 0.44% |
$11K - $11.9K
|
82.4K
$2.77M
|
|
|
Oct 20, 2025
Q3 2025
|
Daner Wealth Management, LLC
Alpharetta, GA |
SELL
|
- |
-420- 3.79% |
$12.6K - $13.6K
|
10.7K
$359K
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-471- 62.14% |
$14.1K - $15.3K
|
287
$9.66K
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-709- 81.78% |
$21.2K - $23K
|
158
$5.32K
|
|
|
Nov 06, 2025
Q3 2025
|
En Rich Financial Partners LLC
Madison, WI |
SELL
|
- |
-748- 1.46% |
$22.4K - $24.2K
|
50.5K
$1.7M
|
|
|
Oct 20, 2025
Q3 2025
|
Clark Asset Management, LLC
Stratham, NH |
SELL
|
- |
-1.08K- 2.66% |
$32.4K - $35K
|
39.6K
$1.33M
|
|
|
Nov 04, 2025
Q3 2025
|
Rcs Financial Planning, LLC
Annapolis, MD |
SELL
|
- |
-1.2K- 10.02% |
$36K - $38.9K
|
10.8K
$363K
|
|
|
Nov 07, 2025
Q3 2025
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
SELL
|
- |
-1.29K- 1.56% |
$38.6K - $41.7K
|
81K
$2.73M
|
|
|
Nov 24, 2025
Q3 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-1.3K- 0.39% |
$38.9K - $42K
|
334K
$11.2M
|
|
|
Oct 23, 2025
Q3 2025
|
Lam Group, Inc.
Lake Oswego, OR |
SELL
|
- |
-1.33K- 1.57% |
$39.7K - $42.9K
|
83.3K
$2.8M
|
|
|
Oct 24, 2025
Q3 2025
|
Vantage Point Financial LLC
Lisle, IL |
SELL
|
- |
-1.58K- 3.37% |
$47.3K - $51.1K
|
45.3K
$1.52M
|
|
|
Oct 30, 2025
Q3 2025
|
Heritage Financial Services, LLC
|
SELL
|
- |
-1.68K- 1.95% |
$50.4K - $54.4K
|
84.3K
$2.84M
|
|
|
Oct 08, 2025
Q3 2025
|
Wealth Advisors Northwest LLC
Portland, OR |
SELL
|
- |
-2.02K- 2.37% |
$60.4K - $65.2K
|
83K
$2.79M
|
|
|
Nov 05, 2025
Q3 2025
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-2.16K- 1.44% |
$64.6K - $69.8K
|
148K
$4.97M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.37K- 4.13% |
$70.9K - $76.6K
|
55K
$1.85M
|
|
|
Oct 14, 2025
Q3 2025
|
Mc Grath & Associates, Inc.
Asheville, NC |
SELL
|
- |
-2.96K- 4.73% |
$88.8K - $96K
|
59.7K
$2.01M
|
|
|
Nov 14, 2025
Q3 2025
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-3.45K- 4.35% |
$103K - $112K
|
75.9K
$2.55M
|
|
|
Nov 13, 2025
Q3 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-3.47K- 3.07% |
$104K - $112K
|
109K
$3.68M
|
|
|
Nov 13, 2025
Q3 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-3.58K- 8.02% |
$107K - $116K
|
41K
$1.38M
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.84K- 0.41% |
$115K - $124K
|
939K
$31.6M
|
|
|
Oct 20, 2025
Q3 2025
|
Foundation Wealth Management, Llc\Pa
Media, PA |
SELL
|
- |
-5.98K- 16.64% |
$179K - $194K
|
30K
$1.01M
|
|
|
Nov 14, 2025
Q3 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-6.29K- 6.08% |
$188K - $204K
|
97.2K
$3.27M
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
SELL
|
- |
-6.59K- 7.06% |
$198K - $213K
|
86.8K
$2.92M
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-6.64K- 12.69% |
$199K - $215K
|
45.7K
$1.54M
|
|
|
Oct 21, 2025
Q3 2025
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-7.47K- 1.0% |
$224K - $242K
|
740K
$24.9M
|
|
|
Oct 23, 2025
Q3 2025
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-7.58K- 4.09% |
$227K - $246K
|
178K
$5.99M
|
|
|
Oct 24, 2025
Q3 2025
|
Gibson Capital, LLC
Wexford, PA |
SELL
|
- |
-10.7K- 33.28% |
$319K - $345K
|
21.4K
$719K
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-11.1K- 15.64% |
$331K - $358K
|
59.7K
$2.01M
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-13.3K- 4.4% |
$397K - $429K
|
288K
$9.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-13.8K- 3.42% |
$414K - $447K
|
390K
$13.1M
|
|
|
Oct 03, 2025
Q3 2025
|
Cambridge Financial Group, LLC
Tucson, AZ |
SELL
|
- |
-14.3K- 2.79% |
$428K - $462K
|
497K
$16.7M
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-14.3K- 9.91% |
$430K - $465K
|
130K
$4.39M
|
|
|
Oct 21, 2025
Q3 2025
|
Bka Wealth Consulting, Inc.
|
SELL
|
- |
-22.6K- 33.58% |
$676K - $730K
|
44.6K
$1.5M
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
SELL
|
- |
-23.6K- 32.11% |
$708K - $765K
|
49.9K
$1.68M
|
|
|
Nov 13, 2025
Q3 2025
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-23.8K- 86.53% |
$712K - $770K
|
3.7K
$125K
|
|
|
Nov 10, 2025
Q3 2025
|
Strata Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-56.9K- 10.58% |
$1.71M - $1.84M
|
481K
$16.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-57.3K- 17.6% |
$1.72M - $1.86M
|
268K
$9.03M
|
|
|
Nov 14, 2025
Q3 2025
|
Old Mission Capital LLC
|
SELL
|
- |
-84.6K- 71.12% |
$2.54M - $2.74M
|
34.4K
$1.16M
|
|
|
Nov 10, 2025
Q3 2025
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-201K- 47.82% |
$6.04M - $6.52M
|
220K
$7.39M
|
|