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 |
|---|---|---|---|---|---|---|---|
|
Jan 29, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
1MNew |
$26.3M - $29.3M
|
1M
$26.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
770KNew |
$20.1M - $22.4M
|
770K
$20.4M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
222K+ 554.76% |
$5.81M - $6.47M
|
262K
$6.97M
|
|
|
Jan 29, 2025
Q4 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
144K+ 53.08% |
$3.76M - $4.18M
|
414K
$11M
|
|
|
Feb 10, 2025
Q4 2024
|
United Wealth Management, LLC
Charlottesville, VA |
BUY
|
- |
124KNew |
$3.25M - $3.62M
|
124K
$3.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
112K+ 79.85% |
$2.93M - $3.26M
|
252K
$6.7M
|
|
|
Feb 03, 2025
Q4 2024
|
Timonier Family Office, Ltd.
Winston Salem, NC |
BUY
|
- |
106KNew |
$2.77M - $3.08M
|
106K
$2.81M
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
BUY
|
- |
96.6K+ 4.05% |
$2.53M - $2.81M
|
2.48M
$66M
|
|
|
Jan 29, 2025
Q4 2024
|
Wealth Advisors Northwest LLC
Portland, OR |
BUY
|
- |
80.1KNew |
$2.09M - $2.33M
|
80.1K
$2.13M
|
|
|
Feb 05, 2025
Q4 2024
|
Mc Grath & Associates, Inc.
Asheville, NC |
BUY
|
- |
65.4KNew |
$1.71M - $1.9M
|
65.4K
$1.74M
|
|
|
Jan 24, 2025
Q4 2024
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
55.8KNew |
$1.46M - $1.63M
|
55.8K
$1.48M
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
52.4K+ 5.43% |
$1.37M - $1.53M
|
1.02M
$27M
|
|
|
Feb 04, 2025
Q4 2024
|
Golden Bell Financial Planning LLC
Alpharetta, GA |
BUY
|
- |
49.7KNew |
$1.3M - $1.45M
|
49.7K
$1.32M
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
44.6KNew |
$1.17M - $1.3M
|
44.6K
$1.18M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
43.7KNew |
$1.14M - $1.27M
|
43.7K
$1.16M
|
|
|
Jan 24, 2025
Q4 2024
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
35.7KNew |
$934K - $1.04M
|
35.7K
$948K
|
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
30.1K+ 6.89% |
$787K - $877K
|
467K
$12.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
26.5K+ 6.39% |
$694K - $773K
|
442K
$11.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Index Fund Advisors, Inc.
|
BUY
|
- |
26K+ 9.12% |
$680K - $757K
|
311K
$8.27M
|
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
21.5K+ 18.87% |
$562K - $626K
|
135K
$3.6M
|
|
|
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
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
20.7K+ 12.65% |
$541K - $602K
|
184K
$4.89M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Management Nebraska
Norfolk, NE |
BUY
|
- |
18.6KNew |
$486K - $542K
|
18.6K
$494K
|
|
|
Jan 27, 2025
Q4 2024
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
16.1K+ 29.57% |
$422K - $470K
|
70.7K
$1.88M
|
|
|
Jan 22, 2025
Q4 2024
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
15K+ 210.84% |
$392K - $437K
|
22.1K
$588K
|
|
|
Jan 28, 2025
Q4 2024
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
14.9K+ 2.57% |
$391K - $435K
|
597K
$15.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
14.6KNew |
$382K - $425K
|
14.6K
$388K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
13.6K+ 40.8% |
$356K - $397K
|
47K
$1.25M
|
|
|
Jan 24, 2025
Q4 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
12.2K+ 7.66% |
$318K - $355K
|
171K
$4.55M
|
|
|
Jan 30, 2025
Q4 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
12K+ 3.69% |
$315K - $350K
|
338K
$8.97M
|
|
|
Feb 04, 2025
Q4 2024
|
Daner Wealth Management, LLC
Alpharetta, GA |
BUY
|
- |
11.9KNew |
$312K - $348K
|
11.9K
$317K
|
|
|
Jan 30, 2025
Q4 2024
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
11.9K+ 12.17% |
$310K - $346K
|
109K
$2.91M
|
|
|
Jan 16, 2025
Q4 2024
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
11.1K+ 14.94% |
$290K - $323K
|
85.3K
$2.27M
|
|
|
Jan 14, 2025
Q4 2024
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
9.91K+ 6.09% |
$259K - $289K
|
173K
$4.59M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
9.9K+ 34.05% |
$259K - $288K
|
39K
$1.04M
|
|
|
Jan 13, 2025
Q4 2024
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
9.74K+ 13.69% |
$255K - $284K
|
80.9K
$2.15M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
9.03KNew |
$236K - $263K
|
9.03K
$240K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Architects, LLC
Woodstock, GA |
BUY
|
- |
8.83K+ 3.69% |
$231K - $257K
|
248K
$6.59M
|
|
|
Jan 24, 2025
Q4 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
8.66KNew |
$226K - $252K
|
8.66K
$230K
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
8.59KNew |
$225K - $250K
|
8.59K
$228K
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
8.57K+ 7.14% |
$224K - $249K
|
129K
$3.42M
|
|
|
Jan 24, 2025
Q4 2024
|
Grunden Financial Advisory, Inc.
Denton, TX |
BUY
|
- |
8.55K+ 52.64% |
$224K - $249K
|
24.8K
$658K
|
|
|
Feb 04, 2025
Q4 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
8.36KNew |
$219K - $243K
|
8.36K
$222K
|
|
|
Feb 06, 2025
Q4 2024
|
Dravo Bay LLC
Wilmington, DE |
BUY
|
- |
8.25K+ 8.72% |
$216K - $240K
|
103K
$2.73M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
7.91KNew |
$207K - $230K
|
7.91K
$210K
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
7.19K+ 34.38% |
$188K - $210K
|
28.1K
$747K
|
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
7.06K+ 4.93% |
$185K - $206K
|
150K
$3.99M
|
|
|
Feb 05, 2025
Q4 2024
|
Mills Wealth Advisors LLC
Southlake, TX |
BUY
|
- |
6.8K+ 6.27% |
$178K - $198K
|
115K
$3.06M
|
|
|
Feb 10, 2025
Q4 2024
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
6.52K+ 2.78% |
$171K - $190K
|
241K
$6.41M
|
|
|
Jan 14, 2025
Q4 2024
|
Marquette Asset Management, LLC
|
BUY
|
- |
6.08K+ 0.96% |
$159K - $177K
|
643K
$17.1M
|