Purchases and Sales Made in Q2 2023 in Dimensional ETF Tr Emerging Mk (DEHP)
This table provides information about the institutional ownership of Dimensional ETF Tr Emerging Mk (DEHP) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
274K+ 248.54% |
$6.22M - $6.76M
|
384K
$9.61M
|
|
|
Aug 09, 2023
Q2 2023
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
200KNew |
$4.55M - $4.94M
|
200K
$5.01M
|
|
|
Aug 07, 2023
Q2 2023
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
BUY
|
- |
115KNew |
$2.63M - $2.85M
|
115K
$2.89M
|
|
|
Jul 26, 2023
Q2 2023
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
112KNew |
$2.55M - $2.77M
|
112K
$2.8M
|
|
|
Aug 11, 2023
Q2 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
81.8K+ 37.67% |
$1.86M - $2.02M
|
299K
$7.48M
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
38.7K+ 108.61% |
$881K - $957K
|
74.4K
$1.86M
|
|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
34.6KNew |
$786K - $854K
|
34.6K
$865K
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
27.6K+ 52.05% |
$627K - $681K
|
80.5K
$2.01M
|
|
|
Jul 25, 2023
Q2 2023
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
23.7KNew |
$539K - $585K
|
23.7K
$593K
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
14.5KNew |
$329K - $357K
|
14.5K
$362K
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
12KNew |
$272K - $296K
|
12K
$300K
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
10.2K+ 20.79% |
$232K - $252K
|
59.3K
$1.49M
|
|
|
Jul 25, 2023
Q2 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
9.91KNew |
$225K - $245K
|
9.91K
$248K
|
|
|
Jul 10, 2023
Q2 2023
|
Evanson Asset Management, LLC
|
BUY
|
- |
9.11KNew |
$207K - $225K
|
9.11K
$228K
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
BUY
|
- |
8.69KNew |
$197K - $215K
|
8.69K
$217K
|
|
|
Aug 03, 2023
Q2 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
8.42K+ 3.42% |
$192K - $208K
|
255K
$6.38M
|
|
|
Aug 07, 2023
Q2 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
7.85K+ 41.42% |
$179K - $194K
|
26.8K
$671K
|
|
|
Aug 07, 2023
Q2 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
7.05K+ 51.41% |
$160K - $174K
|
20.8K
$519K
|
|
|
Aug 07, 2023
Q2 2023
|
Alpha Financial Advisors, LLC
Charlotte, NC |
BUY
|
- |
6.62K+ 15.28% |
$151K - $163K
|
49.9K
$1.25M
|
|
|
Jul 21, 2023
Q2 2023
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
5.71K+ 14.28% |
$130K - $141K
|
45.7K
$1.14M
|
|
|
Aug 03, 2023
Q2 2023
|
Retirement Solution Inc.
|
BUY
|
- |
4.26K+ 4.61% |
$96.8K - $105K
|
96.5K
$2.42M
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
4.09K+ 4.43% |
$93.1K - $101K
|
96.6K
$2.42M
|
|
|
Aug 07, 2023
Q2 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
3.88K+ 37.53% |
$88.3K - $95.9K
|
14.2K
$356K
|
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
BUY
|
- |
3.53K+ 36.27% |
$80.2K - $87.1K
|
13.3K
$332K
|
|
|
Aug 08, 2023
Q2 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
3.44K+ 7.6% |
$78.1K - $84.9K
|
48.7K
$1.22M
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.4K+ 37.61% |
$77.4K - $84K
|
12.4K
$312K
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3.06K+ 17.17% |
$69.7K - $75.7K
|
20.9K
$523K
|
|
|
Jul 14, 2023
Q2 2023
|
Applied Capital LLC
|
BUY
|
- |
1.74K+ 3.04% |
$39.5K - $42.9K
|
58.8K
$1.47M
|
|
|
Jul 03, 2024
Q2 2023
|
Mills Wealth Advisors LLC
Southlake, TX |
BUY
|
- |
1.49K+ 5.81% |
$33.9K - $36.8K
|
27.1K
$679K
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.3K+ 346.13% |
$29.5K - $32.1K
|
1.67K
$41.9K
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.3K+ 346.13% |
$29.5K - $32.1K
|
1.67K
$41.9K
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
913+ 7.89% |
$20.8K - $22.6K
|
12.5K
$313K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
839+ 87.49% |
$19.1K - $20.7K
|
1.8K
$45K
|
|
|
Aug 14, 2023
Q2 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
689+ 2.95% |
$15.7K - $17K
|
24.1K
$603K
|
|
|
Aug 04, 2023
Q2 2023
|
Schubert & CO
|
BUY
|
- |
658+ 4.88% |
$15K - $16.3K
|
14.1K
$354K
|
|
|
Jul 24, 2023
Q2 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
509New |
$11.6K - $12.6K
|
509
$12.7K
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
228+ 0.83% |
$5.18K - $5.63K
|
27.7K
$692K
|
|
|
Jul 27, 2023
Q2 2023
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
215+ 18.24% |
$4.89K - $5.31K
|
1.39K
$34.9K
|
|
|
Jul 28, 2023
Q2 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
63+ 143.18% |
$1.43K - $1.56K
|
107
$2.68K
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
25New |
$569 - $618
|
25
$626
|
|
|
Jul 14, 2023
Q2 2023
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
10+ 18.18% |
$227 - $247
|
65
$1.63K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 01, 2023
Q2 2023
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-181- 3.06% |
$4.12K - $4.47K
|
5.73K
$143K
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-26K- 78.17% |
$592K - $643K
|
7.27K
$182K
|
|
|
Jul 28, 2023
Q2 2023
|
Unison Advisors LLC
|
SELL
|
- |
-95.3K- 3.52% |
$2.17M - $2.35M
|
2.62M
$65.5M
|
|
|
Aug 09, 2023
Q2 2023
|
Old Mission Capital LLC
|
SELL
|
- |
-95.9K- 90.28% |
$2.18M - $2.37M
|
10.3K
$258K
|