Purchases and Sales Made in Q4 2024 in Dimensional ETF Tr Emerging Mk (DFEV)
This table provides information about the institutional ownership of Dimensional ETF Tr Emerging Mk (DFEV) during Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Lionshead Wealth Management, LLC
New York, NY |
BUY
|
- |
9.96KNew |
$261K - $290K
|
9.96K
$274K
|
|
|
Jan 14, 2025
Q4 2024
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
9.91K+ 6.09% |
$259K - $289K
|
173K
$4.75M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
9.9K+ 34.05% |
$259K - $288K
|
39K
$1.07M
|
|
|
Jan 13, 2025
Q4 2024
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
9.74K+ 13.69% |
$255K - $284K
|
80.9K
$2.22M
|
|
|
Feb 13, 2025
Q4 2024
|
Landing Point Financial Group, LLC
Avon, OH |
BUY
|
- |
9.33KNew |
$244K - $272K
|
9.33K
$257K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
9.03KNew |
$236K - $263K
|
9.03K
$248K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Architects, LLC
Woodstock, GA |
BUY
|
- |
8.83K+ 3.69% |
$231K - $257K
|
248K
$6.82M
|
|
|
Jan 24, 2025
Q4 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
8.66KNew |
$226K - $252K
|
8.66K
$238K
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
8.59KNew |
$225K - $250K
|
8.59K
$236K
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
8.57K+ 7.14% |
$224K - $249K
|
129K
$3.53M
|
|
|
Jan 24, 2025
Q4 2024
|
Grunden Financial Advisory, Inc.
Denton, TX |
BUY
|
- |
8.55K+ 52.64% |
$224K - $249K
|
24.8K
$681K
|
|
|
Feb 04, 2025
Q4 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
8.36KNew |
$219K - $243K
|
8.36K
$230K
|
|
|
Feb 06, 2025
Q4 2024
|
Dravo Bay LLC
Wilmington, DE |
BUY
|
- |
8.25K+ 8.72% |
$216K - $240K
|
103K
$2.83M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
8.21K+ 57.83% |
$215K - $239K
|
22.4K
$616K
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
7.91KNew |
$207K - $230K
|
7.91K
$217K
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
7.19K+ 34.38% |
$188K - $210K
|
28.1K
$773K
|
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
7.06K+ 4.93% |
$185K - $206K
|
150K
$4.13M
|
|
|
Feb 05, 2025
Q4 2024
|
Mills Wealth Advisors LLC
Southlake, TX |
BUY
|
- |
6.8K+ 6.27% |
$178K - $198K
|
115K
$3.17M
|
|
|
Feb 10, 2025
Q4 2024
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
6.52K+ 2.78% |
$171K - $190K
|
241K
$6.64M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
6.4K+ 14.16% |
$167K - $186K
|
51.6K
$1.42M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
6.28K+ 4.32% |
$164K - $183K
|
152K
$4.17M
|
|
|
Jan 14, 2025
Q4 2024
|
Marquette Asset Management, LLC
|
BUY
|
- |
6.08K+ 0.96% |
$159K - $177K
|
643K
$17.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
5.68K+ 280.17% |
$149K - $165K
|
7.71K
$212K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
5.49K+ 22.56% |
$144K - $160K
|
29.8K
$820K
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
5.17K+ 7.3% |
$135K - $151K
|
75.9K
$2.09M
|
|
|
Jan 13, 2025
Q4 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
5.03K+ 1.7% |
$132K - $146K
|
300K
$8.25M
|
|
|
Jan 29, 2025
Q4 2024
|
Oceanside Advisors LLC
Mount Pleasant, SC |
BUY
|
- |
4.02K+ 14.14% |
$105K - $117K
|
32.4K
$891K
|
|
|
Jan 23, 2025
Q4 2024
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
3.61K+ 6.98% |
$94.3K - $105K
|
55.2K
$1.52M
|
|
|
Feb 14, 2025
Q4 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
3.39K+ 8.32% |
$88.6K - $98.6K
|
44.1K
$1.21M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
3.27K+ 6.1% |
$85.5K - $95.2K
|
56.8K
$1.56M
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
2.94K+ 134.74% |
$77K - $85.8K
|
5.13K
$141K
|
|
|
Jan 23, 2025
Q4 2024
|
Applied Capital LLC
|
BUY
|
- |
2.87K+ 4.96% |
$74.9K - $83.5K
|
60.6K
$1.67M
|
|
|
Jan 31, 2025
Q4 2024
|
Strata Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
2.82K+ 8.28% |
$73.8K - $82.1K
|
36.9K
$1.01M
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.43K+ 53.03% |
$63.4K - $70.6K
|
7K
$192K
|
|
|
Jan 31, 2025
Q4 2024
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
2.39K+ 1.57% |
$62.4K - $69.5K
|
155K
$4.25M
|
|
|
Jan 22, 2025
Q4 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
2.36K+ 1.1% |
$61.8K - $68.8K
|
217K
$5.97M
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
2.27K+ 2.77% |
$59.4K - $66.1K
|
84K
$2.31M
|
|
|
Feb 14, 2025
Q4 2024
|
Css LLC
Chicago, IL |
BUY
|
- |
2K+ 9.32% |
$52.3K - $58.3K
|
23.5K
$645K
|
|
|
Feb 06, 2025
Q4 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
2KNew |
$52.2K - $58.1K
|
2K
$54.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
1.8K+ 17.31% |
$47.1K - $52.4K
|
12.2K
$336K
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
1.73KNew |
$45.3K - $50.4K
|
1.73K
$47.6K
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
1.72KNew |
$45K - $50.1K
|
1.72K
$47.3K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.72K+ 5.55% |
$45K - $50.1K
|
32.7K
$898K
|
|
|
Feb 03, 2025
Q4 2024
|
White Wing Wealth Management
The Wodlands, TX |
BUY
|
- |
1.5K+ 2.3% |
$39.3K - $43.8K
|
66.7K
$1.83M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.34K+ 2.81% |
$35K - $39K
|
49K
$1.35M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.28K+ 1.76% |
$33.4K - $37.2K
|
74K
$2.04M
|
|
|
Jan 22, 2025
Q4 2024
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
1.23K+ 8.84% |
$32.1K - $35.8K
|
15.1K
$416K
|
|
|
Feb 13, 2025
Q4 2024
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
797+ 4.5% |
$20.8K - $23.2K
|
18.5K
$509K
|
|
|
Feb 14, 2025
Q4 2024
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
400New |
$10.5K - $11.7K
|
400
$11K
|
|
|
Feb 07, 2025
Q4 2024
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
394+ 0.52% |
$10.3K - $11.5K
|
76.8K
$2.11M
|