Purchases and Sales Made in Q1 2023 in Dimensional ETF Tr Emerging Mk (DEHP)
This table provides information about the institutional ownership of Dimensional ETF Tr Emerging Mk (DEHP) during Q1 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 14, 2023
Q1 2023
|
Unison Advisors LLC
|
BUY
|
- |
633K+ 30.47% |
$14.2M - $15.8M
|
2.71M
$67.8M
|
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
98.9K+ 83.7% |
$2.22M - $2.47M
|
217K
$5.43M
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
92.5KNew |
$2.08M - $2.31M
|
92.5K
$2.32M
|
|
|
Apr 13, 2023
Q1 2023
|
Retirement Solution Inc.
|
BUY
|
- |
92.3KNew |
$2.07M - $2.31M
|
92.3K
$2.31M
|
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
91.6K+ 495.75% |
$2.06M - $2.29M
|
110K
$2.76M
|
|
|
May 09, 2023
Q1 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
52.9KNew |
$1.19M - $1.32M
|
52.9K
$1.32M
|
|
|
Apr 24, 2023
Q1 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
45.2KNew |
$1.02M - $1.13M
|
45.2K
$1.13M
|
|
|
May 09, 2023
Q1 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
30.9K+ 14.35% |
$694K - $773K
|
246K
$6.17M
|
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
27.4KNew |
$615K - $686K
|
27.4K
$686K
|
|
|
Apr 26, 2023
Q1 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
13.7KNew |
$308K - $343K
|
13.7K
$343K
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
12K+ 56.1% |
$269K - $299K
|
33.3K
$834K
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
11.6KNew |
$260K - $289K
|
11.6K
$290K
|
|
|
May 15, 2023
Q1 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
10.3KNew |
$232K - $259K
|
10.3K
$259K
|
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
BUY
|
- |
9.73KNew |
$218K - $243K
|
9.73K
$243K
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
9.05KNew |
$203K - $226K
|
9.05K
$226K
|
|
|
May 01, 2023
Q1 2023
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
8.62KNew |
$193K - $215K
|
8.62K
$216K
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
8.09K+ 19.7% |
$181K - $202K
|
49.1K
$1.23M
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
5.77K+ 19.29% |
$129K - $144K
|
35.7K
$893K
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
4.73K+ 36.09% |
$106K - $118K
|
17.8K
$447K
|
|
|
Jul 03, 2024
Q1 2023
|
Mills Wealth Advisors LLC
Southlake, TX |
BUY
|
- |
4.21K+ 19.6% |
$94.4K - $105K
|
25.7K
$642K
|
|
|
Apr 18, 2023
Q1 2023
|
Alpha Financial Advisors, LLC
Charlotte, NC |
BUY
|
- |
3.52K+ 8.84% |
$78.9K - $88K
|
43.3K
$1.08M
|
|
|
May 09, 2023
Q1 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
2.95K+ 18.44% |
$66.2K - $73.8K
|
19K
$474K
|
|
|
Apr 25, 2023
Q1 2023
|
Applied Capital LLC
|
BUY
|
- |
2.53K+ 4.63% |
$56.8K - $63.2K
|
57.1K
$1.43M
|
|
|
Apr 26, 2023
Q1 2023
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
2.08K+ 5.48% |
$46.7K - $52K
|
40K
$1M
|
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
1.98KNew |
$44.5K - $49.6K
|
1.98K
$49.7K
|
|
|
May 05, 2023
Q1 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
1.53K+ 10.0% |
$34.2K - $38.1K
|
16.8K
$420K
|
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
959New |
$21.5K - $24K
|
959
$24K
|
|
|
May 04, 2023
Q1 2023
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
942+ 397.47% |
$21.1K - $23.6K
|
1.18K
$29.5K
|
|
|
May 15, 2023
Q1 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
850+ 3.77% |
$19.1K - $21.3K
|
23.4K
$585K
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
BUY
|
- |
522+ 4.03% |
$11.7K - $13.1K
|
13.5K
$337K
|
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
375New |
$8.42K - $9.38K
|
375
$9.39K
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
223New |
$5K - $5.58K
|
223
$5.58K
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
123New |
$2.76K - $3.08K
|
123
$3.08K
|
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
44New |
$987 - $1.1K
|
44
$1.1K
|
|
|
Apr 10, 2023
Q1 2023
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
10+ 22.22% |
$224 - $250
|
55
$1.38K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 18, 2023
Q1 2023
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-344- 5.5% |
$7.72K - $8.6K
|
5.91K
$148K
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-878- 70.07% |
$19.7K - $22K
|
375
$9.39K
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-1.5K- 41.1% |
$33.7K - $37.5K
|
2.15K
$53.8K
|
|
|
May 12, 2023
Q1 2023
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-23.7K- 31.22% |
$532K - $592K
|
52.2K
$1.31M
|
|
|
May 12, 2023
Q1 2023
|
Old Mission Capital LLC
|
SELL
|
- |
-163K- 60.48% |
$3.65M - $4.06M
|
106K
$2.66M
|