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 |
|---|---|---|---|---|---|---|---|
|
Nov 06, 2024
Q3 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
117New |
$3.01K - $3.37K
|
117
$3.15K
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
530New |
$13.6K - $15.3K
|
530
$14.3K
|
|
|
Nov 04, 2024
Q3 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
43+ 12.32% |
$1.11K - $1.24K
|
392
$10.6K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-9.96K- 35.46% |
$256K - $287K
|
18.1K
$488K
|
|
|
Oct 25, 2024
Q3 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-110- 7.61% |
$2.83K - $3.17K
|
1.34K
$36K
|
|
|
Oct 24, 2024
Q3 2024
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
BUY
|
- |
102K+ 159.76% |
$2.62M - $2.94M
|
166K
$4.46M
|
|
|
Oct 24, 2024
Q3 2024
|
Gemmer Asset Management LLC
|
SELL
|
- |
-2.44K- 24.46% |
$62.8K - $70.3K
|
7.54K
$203K
|
|
|
Oct 24, 2024
Q3 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
198New |
$5.09K - $5.7K
|
198
$5.33K
|
|
|
Oct 23, 2024
Q3 2024
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
5.88K+ 55.23% |
$151K - $170K
|
16.5K
$445K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
129K+ 26.62% |
$3.31M - $3.71M
|
612K
$16.5M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
6.75K+ 31.11% |
$174K - $195K
|
28.5K
$766K
|
|
|
Oct 16, 2024
Q3 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
2.02K+ 15.99% |
$52.1K - $58.3K
|
14.7K
$395K
|
|
|
Oct 09, 2024
Q3 2024
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
7.41KNew |
$191K - $214K
|
7.41K
$200K
|
|
|
Oct 08, 2024
Q3 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
64+ 1.38% |
$1.65K - $1.84K
|
4.7K
$127K
|
|
|
Oct 02, 2024
Q3 2024
|
Efficient Frontier Advisors LLC
Eastford, CT |
BUY
|
- |
16.7K+ 108.94% |
$431K - $482K
|
32.1K
$865K
|
|
| Q2 2024 | |||||||
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-23- 1.65% |
$584 - $643
|
1.37K
$36.9K
|
|
|
Aug 14, 2024
Q2 2024
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
34.7KNew |
$881K - $970K
|
34.7K
$934K
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
4.43K+ 47.18% |
$113K - $124K
|
13.8K
$372K
|
|
|
Aug 09, 2024
Q2 2024
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
910New |
$23.1K - $25.4K
|
910
$24.5K
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
BUY
|
- |
761New |
$19.3K - $21.3K
|
761
$20.5K
|
|
|
Aug 01, 2024
Q2 2024
|
Mraz, Amerine & Associates, Inc.
|
SELL
|
- |
-400- 4.22% |
$10.2K - $11.2K
|
9.07K
$244K
|
|
|
Jul 30, 2024
Q2 2024
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
3.7KNew |
$93.9K - $103K
|
3.7K
$99.6K
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
41New |
$1.04K - $1.15K
|
41
$1.1K
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-732- 2.17% |
$18.6K - $20.5K
|
33K
$889K
|
|
|
Jul 12, 2024
Q2 2024
|
Avondale Wealth Management
|
SELL
|
- |
-2K- 50.0% |
$50.8K - $55.9K
|
2K
$53.9K
|
|
| Q1 2024 | |||||||
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
4.96KNew |
$118K - $129K
|
4.96K
$134K
|
|
|
May 15, 2024
Q1 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
7.9KNew |
$188K - $205K
|
7.9K
$213K
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
112KNew |
$2.67M - $2.92M
|
112K
$3.02M
|
|
|
May 13, 2024
Q1 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
289New |
$6.87K - $7.51K
|
289
$7.78K
|
|
|
May 09, 2024
Q1 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
9.74K+ 81.29% |
$231K - $253K
|
21.7K
$585K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
552+ 2.5% |
$13.1K - $14.3K
|
22.6K
$608K
|
|
|
Apr 29, 2024
Q1 2024
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
47+ 3.35% |
$1.12K - $1.22K
|
1.45K
$39K
|
|
|
Apr 15, 2024
Q1 2024
|
Allen Capital Group, LLC
|
SELL
|
- |
-3.85K- 17.89% |
$91.4K - $99.9K
|
17.7K
$475K
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
438New |
$10.4K - $11.4K
|
438
$11.8K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Gibson Capital, LLC
Wexford, PA |
SELL
|
- |
-17K- 34.71% |
$384K - $428K
|
32K
$861K
|
|
|
Feb 13, 2024
Q4 2023
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-168K- 53.19% |
$3.79M - $4.22M
|
148K
$3.97M
|
|
|
Feb 02, 2024
Q4 2023
|
Red Lighthouse Investment Management, LLC
New York, NY |
SELL
|
- |
-774- 14.97% |
$17.5K - $19.5K
|
4.4K
$118K
|
|
|
Jan 25, 2024
Q4 2023
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
3.52K+ 1.83% |
$79.5K - $88.7K
|
195K
$5.26M
|
|
|
Jan 23, 2024
Q4 2023
|
Envision Financial Planning, LLC
Memphis, TN |
BUY
|
- |
21.4KNew |
$484K - $540K
|
21.4K
$577K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-1.6K- 6.5% |
$36.2K - $40.3K
|
23K
$620K
|
|
|
Jan 08, 2024
Q4 2023
|
Tompkins Financial Corp
|
BUY
|
- |
246New |
$5.56K - $6.2K
|
246
$6.62K
|
|
| Q3 2023 | |||||||
|
Dec 04, 2023
Q3 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
125New |
$2.94K - $3.23K
|
125
$3.37K
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
147KNew |
$3.47M - $3.81M
|
147K
$3.97M
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
520+ 4.44% |
$12.2K - $13.4K
|
12.2K
$329K
|
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
10.2K+ 62.8% |
$241K - $265K
|
26.6K
$715K
|
|
|
Nov 02, 2023
Q3 2023
|
Triad Financial Advisors, Inc.
Greensboro, NC |
BUY
|
- |
7.73K+ 27.51% |
$182K - $200K
|
35.8K
$965K
|
|
|
Oct 30, 2023
Q3 2023
|
Del Sette Capital Management, LLC
|
SELL
|
- |
-205- 0.16% |
$4.82K - $5.3K
|
132K
$3.55M
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
5.39K+ 13.85% |
$127K - $139K
|
44.3K
$1.19M
|
|
|
Oct 25, 2023
Q3 2023
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-12.2K- 2.68% |
$288K - $317K
|
444K
$12M
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
473New |
$11.1K - $12.2K
|
473
$12.7K
|
|