Purchases and Sales Made in Q1 2024 in Dimensional ETF Tr Emerging Mk (DEHP)
This table provides information about the institutional ownership of Dimensional ETF Tr Emerging Mk (DEHP) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
86.8K+ 472.25% |
$1.99M - $2.16M
|
105K
$2.63M
|
|
|
Apr 12, 2024
Q1 2024
|
Unison Advisors LLC
|
BUY
|
- |
72.7K+ 2.93% |
$1.66M - $1.81M
|
2.55M
$63.9M
|
|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
69.7K+ 163.02% |
$1.6M - $1.74M
|
112K
$2.82M
|
|
|
May 10, 2024
Q1 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
37.4K+ 27.52% |
$856K - $933K
|
173K
$4.34M
|
|
|
Jun 20, 2024
Q1 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
32.7KNew |
$748K - $815K
|
32.7K
$818K
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
31.8KNew |
$727K - $792K
|
31.8K
$795K
|
|
|
May 15, 2024
Q1 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
25.4K+ 18.53% |
$582K - $634K
|
163K
$4.07M
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
23.2KNew |
$530K - $578K
|
23.2K
$580K
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
21.2K+ 4.97% |
$486K - $529K
|
448K
$11.2M
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
16.2K+ 17.35% |
$372K - $405K
|
110K
$2.75M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
14K+ 15.04% |
$321K - $350K
|
107K
$2.69M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
13K+ 73.41% |
$298K - $325K
|
30.8K
$770K
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
10.6KNew |
$244K - $266K
|
10.6K
$266K
|
|
|
Apr 10, 2024
Q1 2024
|
Walden Wealth Partners LLC
Beachwood, OH |
BUY
|
- |
8.3K+ 8.29% |
$190K - $207K
|
108K
$2.71M
|
|
|
Apr 12, 2024
Q1 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
8.07K+ 35.57% |
$185K - $201K
|
30.8K
$770K
|
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
7.13K+ 3.69% |
$163K - $178K
|
200K
$5.01M
|
|
|
Apr 30, 2024
Q1 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
7.05K+ 10.94% |
$161K - $176K
|
71.4K
$1.79M
|
|
|
May 10, 2024
Q1 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
6.55K+ 26.64% |
$150K - $163K
|
31.1K
$779K
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
6.46K+ 28.44% |
$148K - $161K
|
29.2K
$730K
|
|
|
Apr 23, 2024
Q1 2024
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
6.43K+ 12.15% |
$147K - $160K
|
59.3K
$1.49M
|
|
|
May 13, 2024
Q1 2024
|
Schubert & CO
|
BUY
|
- |
5.36K+ 41.74% |
$123K - $134K
|
18.2K
$456K
|
|
|
Apr 16, 2024
Q1 2024
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
4.54K+ 51.46% |
$104K - $113K
|
13.4K
$335K
|
|
|
Jul 03, 2024
Q1 2024
|
Mills Wealth Advisors LLC
Southlake, TX |
BUY
|
- |
4.37K+ 11.36% |
$100K - $109K
|
42.9K
$1.07M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.8K+ 21.03% |
$64.2K - $70K
|
16.1K
$404K
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
2.78K+ 2595.33% |
$63.6K - $69.3K
|
2.88K
$72.2K
|
|
|
May 09, 2024
Q1 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
2.75K+ 8.67% |
$62.9K - $68.6K
|
34.5K
$863K
|
|
|
Apr 23, 2024
Q1 2024
|
Applied Capital LLC
|
BUY
|
- |
2.28K+ 3.66% |
$52.1K - $56.8K
|
64.4K
$1.61M
|
|
|
Apr 05, 2024
Q1 2024
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
2.08K+ 368.14% |
$47.6K - $51.9K
|
2.65K
$66.2K
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.02K+ 4.18% |
$46.1K - $50.3K
|
50.2K
$1.26M
|
|
|
Apr 30, 2024
Q1 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
1.5K+ 4.02% |
$34.4K - $37.5K
|
39K
$975K
|
|
|
May 06, 2024
Q1 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
1.41K+ 0.66% |
$32.3K - $35.2K
|
215K
$5.39M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.41KNew |
$32.2K - $35.1K
|
1.41K
$35.2K
|
|
|
Apr 30, 2024
Q1 2024
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
1.32K+ 2.87% |
$30.3K - $33K
|
47.3K
$1.18M
|
|
|
May 08, 2024
Q1 2024
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
908+ 1.87% |
$20.8K - $22.7K
|
49.4K
$1.24M
|
|
|
May 07, 2024
Q1 2024
|
Retirement Solution Inc.
|
BUY
|
- |
803+ 0.77% |
$18.4K - $20K
|
105K
$2.64M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
765+ 3.41% |
$17.5K - $19.1K
|
23.2K
$580K
|
|
|
May 09, 2024
Q1 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
666New |
$15.2K - $16.6K
|
666
$16.7K
|
|
|
Apr 18, 2024
Q1 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
316+ 30.33% |
$7.23K - $7.88K
|
1.36K
$34K
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
308New |
$7.05K - $7.68K
|
308
$7.71K
|
|
|
Apr 11, 2024
Q1 2024
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
238New |
$5.45K - $5.94K
|
238
$5.96K
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
117+ 0.79% |
$2.68K - $2.92K
|
14.9K
$373K
|
|
|
Apr 29, 2024
Q1 2024
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
94+ 6.74% |
$2.15K - $2.35K
|
1.49K
$37.2K
|
|
|
Apr 26, 2024
Q1 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
64+ 0.35% |
$1.46K - $1.6K
|
18.2K
$456K
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
39+ 0.14% |
$893 - $973
|
28.2K
$706K
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
2+ 1.38% |
$45.8 - $49.9
|
147
$3.68K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
SELL
|
- |
-4- 0.03% |
$91.6 - $99.8
|
12.4K
$311K
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-704- 5.19% |
$16.1K - $17.6K
|
12.9K
$322K
|
|
|
Apr 29, 2024
Q1 2024
|
Alpha Financial Advisors, LLC
Charlotte, NC |
SELL
|
- |
-1.04K- 1.73% |
$23.9K - $26K
|
59.4K
$1.49M
|
|
|
May 13, 2024
Q1 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-1.24K- 6.78% |
$28.5K - $31K
|
17.1K
$428K
|