Latest Institutional Transactions on Dimensional ETF Tr Emerging Mk (DFEV)
This table provides information on the latest institutional transactions involving Dimensional ETF Tr Emerging Mk (DFEV) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
8.21K+ 57.83% |
$215K - $239K
|
22.4K
$595K
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
1.73KNew |
$45.3K - $50.4K
|
1.73K
$46K
|
|
|
Feb 11, 2025
Q4 2024
|
Von Borstel & Associates, Inc.
The Dalles, OR |
BUY
|
- |
68.7K+ 57.58% |
$1.8M - $2M
|
188K
$4.99M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.34K+ 2.81% |
$35K - $39K
|
49K
$1.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
18+ 0.36% |
$471 - $524
|
4.98K
$132K
|
|
|
Feb 10, 2025
Q4 2024
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
6.52K+ 2.78% |
$171K - $190K
|
241K
$6.41M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
9.9K+ 34.05% |
$259K - $288K
|
39K
$1.04M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
8.57K+ 7.14% |
$224K - $249K
|
129K
$3.42M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
7.91KNew |
$207K - $230K
|
7.91K
$210K
|
|
|
Feb 10, 2025
Q4 2024
|
United Wealth Management, LLC
Charlottesville, VA |
BUY
|
- |
124KNew |
$3.25M - $3.62M
|
124K
$3.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
21.5K+ 18.87% |
$562K - $626K
|
135K
$3.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.72K+ 5.55% |
$45K - $50.1K
|
32.7K
$868K
|
|
|
Feb 07, 2025
Q4 2024
|
Retirement Solution Inc.
|
SELL
|
- |
-687- 0.33% |
$18K - $20K
|
208K
$5.52M
|
|
|
Feb 07, 2025
Q4 2024
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
394+ 0.52% |
$10.3K - $11.5K
|
76.8K
$2.04M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
13.6K+ 40.8% |
$356K - $397K
|
47K
$1.25M
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-3.98K- 4.78% |
$104K - $116K
|
79.4K
$2.11M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-72.6K- 7.35% |
$1.9M - $2.12M
|
916K
$24.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
21.4K+ 9.03% |
$559K - $623K
|
258K
$6.86M
|
|
|
Feb 06, 2025
Q4 2024
|
Gentry Private Wealth, LLC
Wichita, KS |
SELL
|
- |
-2.03K- 13.63% |
$53.1K - $59.1K
|
12.9K
$342K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.28K+ 1.76% |
$33.4K - $37.2K
|
74K
$1.97M
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
26.5K+ 6.39% |
$694K - $773K
|
442K
$11.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Dravo Bay LLC
Wilmington, DE |
BUY
|
- |
8.25K+ 8.72% |
$216K - $240K
|
103K
$2.73M
|
|
|
Feb 06, 2025
Q4 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
2KNew |
$52.2K - $58.1K
|
2K
$53K
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
770KNew |
$20.1M - $22.4M
|
770K
$20.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
20.7K+ 12.65% |
$541K - $602K
|
184K
$4.89M
|
|
|
Feb 05, 2025
Q4 2024
|
Mc Grath & Associates, Inc.
Asheville, NC |
BUY
|
- |
65.4KNew |
$1.71M - $1.9M
|
65.4K
$1.74M
|
|
|
Feb 05, 2025
Q4 2024
|
Mills Wealth Advisors LLC
Southlake, TX |
BUY
|
- |
6.8K+ 6.27% |
$178K - $198K
|
115K
$3.06M
|
|
|
Feb 05, 2025
Q4 2024
|
Hanover Advisors Inc
Seneca, SC |
SELL
|
- |
-218- 1.2% |
$5.7K - $6.35K
|
18K
$478K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
222K+ 554.76% |
$5.81M - $6.47M
|
262K
$6.97M
|
|
|
Feb 04, 2025
Q4 2024
|
Golden Bell Financial Planning LLC
Alpharetta, GA |
BUY
|
- |
49.7KNew |
$1.3M - $1.45M
|
49.7K
$1.32M
|
|
|
Feb 04, 2025
Q4 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
67+ 0.36% |
$1.75K - $1.95K
|
18.5K
$492K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
58New |
$1.52K - $1.69K
|
58
$1.54K
|
|
|
Feb 04, 2025
Q4 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
8.36KNew |
$219K - $243K
|
8.36K
$222K
|
|
|
Feb 04, 2025
Q4 2024
|
Daner Wealth Management, LLC
Alpharetta, GA |
BUY
|
- |
11.9KNew |
$312K - $348K
|
11.9K
$317K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Management Nebraska
Norfolk, NE |
BUY
|
- |
18.6KNew |
$486K - $542K
|
18.6K
$494K
|
|
|
Feb 03, 2025
Q4 2024
|
Timonier Family Office, Ltd.
Winston Salem, NC |
BUY
|
- |
106KNew |
$2.77M - $3.08M
|
106K
$2.81M
|
|
|
Feb 03, 2025
Q4 2024
|
White Wing Wealth Management
The Wodlands, TX |
BUY
|
- |
1.5K+ 2.3% |
$39.3K - $43.8K
|
66.7K
$1.77M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
112K+ 79.85% |
$2.93M - $3.26M
|
252K
$6.7M
|
|
|
Jan 31, 2025
Q4 2024
|
Schubert & CO
|
SELL
|
- |
-25- 0.09% |
$654 - $728
|
28.3K
$752K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
23+ 3.09% |
$602 - $670
|
768
$20.4K
|
|
|
Jan 31, 2025
Q4 2024
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
2.39K+ 1.57% |
$62.4K - $69.5K
|
155K
$4.11M
|
|
|
Jan 31, 2025
Q4 2024
|
Strata Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
2.82K+ 8.28% |
$73.8K - $82.1K
|
36.9K
$980K
|
|
|
Jan 30, 2025
Q4 2024
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
11.9K+ 12.17% |
$310K - $346K
|
109K
$2.91M
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-24K- 8.68% |
$629K - $701K
|
253K
$6.72M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-2.29K- 2.87% |
$59.8K - $66.6K
|
77.3K
$2.05M
|
|
|
Jan 30, 2025
Q4 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
12K+ 3.69% |
$315K - $350K
|
338K
$8.97M
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-380- 1.48% |
$9.94K - $11.1K
|
25.3K
$673K
|
|
|
Jan 29, 2025
Q4 2024
|
Index Fund Advisors, Inc.
|
BUY
|
- |
26K+ 9.12% |
$680K - $757K
|
311K
$8.27M
|
|
|
Jan 29, 2025
Q4 2024
|
Oceanside Advisors LLC
Mount Pleasant, SC |
BUY
|
- |
4.02K+ 14.14% |
$105K - $117K
|
32.4K
$861K
|
|
|
Jan 29, 2025
Q4 2024
|
Wealth Advisors Northwest LLC
Portland, OR |
BUY
|
- |
80.1KNew |
$2.09M - $2.33M
|
80.1K
$2.13M
|