Purchases and Sales Made in Q2 2024 in Dimensional ETF Tr Emerging Mk (DEHP)
This table provides information about the institutional ownership of Dimensional ETF Tr Emerging Mk (DEHP) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 22, 2024
Q2 2024
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
896KNew |
$21.5M - $23.4M
|
896K
$22.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
191K+ 167.72% |
$4.59M - $4.99M
|
305K
$7.62M
|
|
|
Jul 25, 2024
Q2 2024
|
Retirement Solution Inc.
|
BUY
|
- |
118K+ 111.9% |
$2.83M - $3.08M
|
223K
$5.59M
|
|
|
Aug 14, 2024
Q2 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
52.9K+ 633.87% |
$1.27M - $1.38M
|
61.3K
$1.53M
|
|
|
Aug 14, 2024
Q2 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
44.6K+ 25.75% |
$1.07M - $1.17M
|
218K
$5.45M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
31.5K+ 99.2% |
$757K - $824K
|
63.3K
$1.58M
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
25.7KNew |
$618K - $673K
|
25.7K
$644K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
23.7K+ 184.44% |
$571K - $621K
|
36.6K
$916K
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
21.6K+ 1533.85% |
$518K - $564K
|
23K
$575K
|
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
18.7K+ 4.18% |
$450K - $490K
|
467K
$11.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
18KNew |
$433K - $472K
|
18K
$451K
|
|
|
Aug 07, 2024
Q2 2024
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
16.1KNew |
$387K - $421K
|
16.1K
$402K
|
|
|
Jul 31, 2024
Q2 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
14.1K+ 12.55% |
$339K - $369K
|
127K
$3.17M
|
|
|
Jul 16, 2024
Q2 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
12K+ 30.77% |
$288K - $314K
|
50.9K
$1.28M
|
|
|
Jul 15, 2024
Q2 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
10.8K+ 15.11% |
$260K - $282K
|
82.2K
$2.06M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
10.7KNew |
$257K - $280K
|
10.7K
$268K
|
|
|
Jul 24, 2024
Q2 2024
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
9.05K+ 15.24% |
$217K - $237K
|
68.4K
$1.71M
|
|
|
Aug 13, 2024
Q2 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
8.46KNew |
$203K - $221K
|
8.46K
$212K
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
8.38KNew |
$201K - $219K
|
8.38K
$210K
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
7.4K+ 6.89% |
$178K - $193K
|
115K
$2.87M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
6.51K+ 6.19% |
$156K - $170K
|
112K
$2.79M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
6.48K+ 21.06% |
$156K - $170K
|
37.3K
$933K
|
|
|
Jul 15, 2024
Q2 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
5.8K+ 2.9% |
$139K - $152K
|
206K
$5.15M
|
|
|
Aug 01, 2024
Q2 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
5.39K+ 15.62% |
$129K - $141K
|
39.9K
$997K
|
|
|
Jul 12, 2024
Q2 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
4.52K+ 14.7% |
$109K - $118K
|
35.3K
$883K
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
4.28K+ 40.17% |
$103K - $112K
|
14.9K
$374K
|
|
|
Aug 14, 2024
Q2 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
3.86K+ 12.39% |
$92.7K - $101K
|
35K
$875K
|
|
|
Jul 30, 2024
Q2 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
3.21K+ 1.49% |
$77K - $83.8K
|
219K
$5.47M
|
|
|
Jul 10, 2024
Q2 2024
|
Walden Wealth Partners LLC
Beachwood, OH |
BUY
|
- |
3K+ 2.77% |
$72K - $78.3K
|
111K
$2.79M
|
|
|
Aug 12, 2024
Q2 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
2.16K+ 11.89% |
$52K - $56.6K
|
20.4K
$510K
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
2.16KNew |
$51.9K - $56.4K
|
2.16K
$54K
|
|
|
Jul 25, 2024
Q2 2024
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
2.07K+ 4.2% |
$49.9K - $54.3K
|
51.4K
$1.29M
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.84K+ 11.42% |
$44.3K - $48.2K
|
18K
$450K
|
|
|
Jul 25, 2024
Q2 2024
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
1.78K+ 13.29% |
$42.7K - $46.5K
|
15.1K
$379K
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.71K+ 1.56% |
$41.1K - $44.7K
|
112K
$2.79M
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
BUY
|
- |
1.66K+ 13.36% |
$39.9K - $43.4K
|
14.1K
$352K
|
|
|
Jul 25, 2024
Q2 2024
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
1.17K+ 2.47% |
$28.1K - $30.6K
|
48.5K
$1.21M
|
|
|
Jul 25, 2024
Q2 2024
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
377+ 158.4% |
$9.06K - $9.86K
|
615
$15.4K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
271+ 9.4% |
$6.51K - $7.09K
|
3.16K
$79K
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
237+ 0.47% |
$5.7K - $6.2K
|
50.4K
$1.26M
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
226+ 0.8% |
$5.43K - $5.91K
|
28.5K
$712K
|
|
|
Jul 23, 2024
Q2 2024
|
Alpha Financial Advisors, LLC
Charlotte, NC |
BUY
|
- |
219+ 0.37% |
$5.26K - $5.73K
|
59.6K
$1.49M
|
|
|
Jul 15, 2024
Q2 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
145+ 10.68% |
$3.49K - $3.79K
|
1.5K
$37.6K
|
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
141New |
$3.39K - $3.69K
|
141
$3.53K
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
76New |
$1.83K - $1.99K
|
76
$1.9K
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
43New |
$1.03K - $1.12K
|
43
$1.08K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-22- 14.97% |
$529 - $576
|
125
$3.13K
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-94- 29.1% |
$2.26K - $2.46K
|
229
$5.73K
|
|
|
Aug 08, 2024
Q2 2024
|
Mills Wealth Advisors LLC
Southlake, TX |
SELL
|
- |
-270- 0.63% |
$6.49K - $7.06K
|
42.6K
$1.07M
|