Purchases and Sales Made in Q4 2025 in Dimensional ETF Tr Emerging Mk (DFEV)
This table provides information about the institutional ownership of Dimensional ETF Tr Emerging Mk (DFEV) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 20, 2026
Q4 2025
|
Guardian Wealth Management, LLC
Chattanooga, TN |
BUY
|
- |
366KNew |
$11.4M - $12.4M
|
366K
$12.3M
|
|
|
Jan 22, 2026
Q4 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
37.3K+ 2.86% |
$1.16M - $1.26M
|
1.34M
$45.1M
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
35.5K+ 43.36% |
$1.1M - $1.2M
|
117K
$3.95M
|
|
|
Jan 12, 2026
Q4 2025
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
30.8K+ 18.45% |
$957K - $1.04M
|
198K
$6.66M
|
|
|
Jan 12, 2026
Q4 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
22.8K+ 23.01% |
$709K - $773K
|
122K
$4.11M
|
|
|
Jan 12, 2026
Q4 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
19.2K+ 3.61% |
$596K - $650K
|
551K
$18.6M
|
|
|
Jan 08, 2026
Q4 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
16.4K+ 4.86% |
$509K - $555K
|
354K
$11.9M
|
|
|
Jan 15, 2026
Q4 2025
|
White Wing Wealth Management
The Wodlands, TX |
BUY
|
- |
14.7K+ 16.81% |
$456K - $497K
|
102K
$3.43M
|
|
|
Jan 08, 2026
Q4 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
9.21K+ 15.3% |
$286K - $312K
|
69.4K
$2.34M
|
|
|
Jan 14, 2026
Q4 2025
|
Cypress Financial Planning LLC
|
BUY
|
- |
9.16KNew |
$284K - $310K
|
9.16K
$308K
|
|
|
Jan 09, 2026
Q4 2025
|
Cambridge Financial Group, LLC
Tucson, AZ |
BUY
|
- |
8.85K+ 1.78% |
$275K - $300K
|
506K
$17M
|
|
|
Jan 15, 2026
Q4 2025
|
Wealth Advisors Northwest LLC
Portland, OR |
BUY
|
- |
7.77K+ 9.35% |
$241K - $263K
|
90.8K
$3.06M
|
|
|
Jan 20, 2026
Q4 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
6.08KNew |
$189K - $206K
|
6.08K
$205K
|
|
|
Jan 21, 2026
Q4 2025
|
Financial Architects, LLC
Woodstock, GA |
BUY
|
- |
5.73K+ 2.2% |
$178K - $194K
|
266K
$8.95M
|
|
|
Jan 16, 2026
Q4 2025
|
Marquette Asset Management, LLC
|
BUY
|
- |
5.46K+ 0.82% |
$170K - $185K
|
675K
$22.7M
|
|
|
Jan 06, 2026
Q4 2025
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
BUY
|
- |
4.41K+ 0.92% |
$137K - $149K
|
483K
$16.3M
|
|
|
Jan 14, 2026
Q4 2025
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
3.69K+ 27.71% |
$115K - $125K
|
17K
$573K
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
3.12K+ 11.18% |
$97K - $106K
|
31.1K
$1.05M
|
|
|
Jan 08, 2026
Q4 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
2.58K+ 1.75% |
$80.1K - $87.4K
|
150K
$5.05M
|
|
|
Jan 09, 2026
Q4 2025
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
2.13K+ 11.01% |
$66.2K - $72.2K
|
21.5K
$723K
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
BUY
|
- |
1.52K+ 3.22% |
$47.2K - $51.4K
|
48.7K
$1.64M
|
|
|
Jan 20, 2026
Q4 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.14K+ 114400.0% |
$35.5K - $38.7K
|
1.15K
$38.5K
|
|
|
Jan 23, 2026
Q4 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
917+ 3.38% |
$28.5K - $31K
|
28K
$943K
|
|
|
Jan 20, 2026
Q4 2025
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
720+ 0.54% |
$22.4K - $24.4K
|
133K
$4.48M
|
|
|
Jan 23, 2026
Q4 2025
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
645+ 0.6% |
$20K - $21.8K
|
108K
$3.64M
|
|
|
Jan 21, 2026
Q4 2025
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
582+ 5.64% |
$18.1K - $19.7K
|
10.9K
$367K
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
480+ 4.18% |
$14.9K - $16.3K
|
12K
$403K
|
|
|
Jan 13, 2026
Q4 2025
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
206+ 1.24% |
$6.4K - $6.98K
|
16.8K
$566K
|
|
|
Jan 15, 2026
Q4 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
181New |
$5.62K - $6.13K
|
181
$6.09K
|
|
|
Jan 20, 2026
Q4 2025
|
Austin Private Wealth, LLC
|
BUY
|
- |
84+ 0.63% |
$2.61K - $2.84K
|
13.4K
$451K
|
|
|
Jan 12, 2026
Q4 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
SELL
|
- |
-108- 0.88% |
$3.35K - $3.66K
|
12.2K
$409K
|
|
|
Jan 05, 2026
Q4 2025
|
Goal Vest Advisory LLC
|
SELL
|
- |
-177- 42.65% |
$5.5K - $5.99K
|
238
$8.01K
|
|
|
Jan 08, 2026
Q4 2025
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-292- 2.34% |
$9.07K - $9.89K
|
12.2K
$410K
|
|
|
Jan 20, 2026
Q4 2025
|
Bka Wealth Consulting, Inc.
|
SELL
|
- |
-348- 0.78% |
$10.8K - $11.8K
|
44.3K
$1.49M
|
|
|
Jan 14, 2026
Q4 2025
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-354- 1.97% |
$11K - $12K
|
17.6K
$594K
|
|
|
Jan 14, 2026
Q4 2025
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-474- 0.53% |
$14.7K - $16K
|
89K
$2.99M
|
|
|
Jan 23, 2026
Q4 2025
|
Gemmer Asset Management LLC
|
SELL
|
- |
-516- 7.02% |
$16K - $17.5K
|
6.84K
$230K
|
|
|
Jan 16, 2026
Q4 2025
|
Applied Capital LLC
|
SELL
|
- |
-878- 1.7% |
$27.3K - $29.7K
|
50.7K
$1.71M
|
|
|
Jan 20, 2026
Q4 2025
|
Unison Advisors LLC
|
SELL
|
- |
-927- 4.88% |
$28.8K - $31.4K
|
18.1K
$608K
|
|
|
Jan 23, 2026
Q4 2025
|
Lam Group, Inc.
Lake Oswego, OR |
SELL
|
- |
-1.03K- 1.23% |
$31.8K - $34.7K
|
82.2K
$2.77M
|
|
|
Jan 15, 2026
Q4 2025
|
Rcs Financial Planning, LLC
Annapolis, MD |
SELL
|
- |
-1.19K- 11.05% |
$37K - $40.3K
|
9.59K
$323K
|
|
|
Jan 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.91K- 4.18% |
$59.4K - $64.7K
|
43.8K
$1.47M
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
SELL
|
- |
-3.93K- 39.28% |
$122K - $133K
|
6.08K
$205K
|
|
|
Jan 15, 2026
Q4 2025
|
Foundation Wealth Management, Llc\Pa
Media, PA |
SELL
|
- |
-4.81K- 16.06% |
$149K - $163K
|
25.2K
$847K
|
|
|
Jan 15, 2026
Q4 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-16.4K- 7.27% |
$510K - $556K
|
209K
$7.04M
|
|
|
Jan 08, 2026
Q4 2025
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-34.9K- 4.72% |
$1.08M - $1.18M
|
705K
$23.7M
|
|