Purchases and Sales Made in Q3 2023 in Dimensional ETF Tr Emerging Mk (DEHP)
This table provides information about the institutional ownership of Dimensional ETF Tr Emerging Mk (DEHP) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 10, 2023
Q3 2023
|
Symmetry Partners, LLC
|
BUY
|
- |
154K+ 28.65% |
$3.46M - $3.81M
|
689K
$17.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Old Mission Capital LLC
|
BUY
|
- |
123K+ 1189.66% |
$2.77M - $3.05M
|
133K
$3.33M
|
|
|
Nov 14, 2023
Q3 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
101K+ 33.93% |
$2.29M - $2.52M
|
400K
$10M
|
|
|
Nov 06, 2023
Q3 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
28.9K+ 35.88% |
$652K - $717K
|
109K
$2.74M
|
|
|
Nov 14, 2023
Q3 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
26.6KNew |
$601K - $661K
|
26.6K
$667K
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
16.3K+ 21.94% |
$368K - $405K
|
90.7K
$2.27M
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
12.5K+ 59.79% |
$282K - $310K
|
33.4K
$836K
|
|
|
Oct 26, 2023
Q3 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
12.3K+ 59.16% |
$277K - $305K
|
33K
$827K
|
|
|
Oct 20, 2023
Q3 2023
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
10.3K+ 43.65% |
$233K - $257K
|
34K
$852K
|
|
|
Nov 14, 2023
Q3 2023
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
9.68K+ 8.64% |
$218K - $240K
|
122K
$3.05M
|
|
|
Nov 09, 2023
Q3 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
8.62K+ 60.58% |
$195K - $214K
|
22.9K
$572K
|
|
|
Oct 19, 2023
Q3 2023
|
Evanson Asset Management, LLC
|
BUY
|
- |
8.51K+ 93.43% |
$192K - $211K
|
17.6K
$441K
|
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
BUY
|
- |
7.81K+ 58.93% |
$176K - $194K
|
21.1K
$527K
|
|
|
Oct 16, 2023
Q3 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
6.47K+ 2.54% |
$146K - $161K
|
261K
$6.54M
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
5.49K+ 5.68% |
$124K - $136K
|
102K
$2.56M
|
|
|
Oct 13, 2023
Q3 2023
|
Retirement Solution Inc.
|
BUY
|
- |
5.36K+ 5.55% |
$121K - $133K
|
102K
$2.55M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
5.2K+ 71.55% |
$117K - $129K
|
12.5K
$312K
|
|
|
Nov 08, 2023
Q3 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
4.96K+ 10.19% |
$112K - $123K
|
53.6K
$1.34M
|
|
|
Jul 03, 2024
Q3 2023
|
Mills Wealth Advisors LLC
Southlake, TX |
BUY
|
- |
4.54K+ 16.71% |
$102K - $113K
|
31.7K
$793K
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
4.44K+ 7.48% |
$100K - $110K
|
63.8K
$1.6M
|
|
|
Nov 09, 2023
Q3 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
3.92K+ 14.62% |
$88.4K - $97.3K
|
30.7K
$769K
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
3.19K+ 26.63% |
$72K - $79.2K
|
15.2K
$380K
|
|
|
Oct 26, 2023
Q3 2023
|
Alpha Financial Advisors, LLC
Charlotte, NC |
BUY
|
- |
2.86K+ 5.73% |
$64.6K - $71.1K
|
52.8K
$1.32M
|
|
|
Oct 16, 2023
Q3 2023
|
Applied Capital LLC
|
BUY
|
- |
2.21K+ 3.75% |
$49.8K - $54.8K
|
61K
$1.53M
|
|
|
Nov 02, 2023
Q3 2023
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
2.16K+ 4.71% |
$48.6K - $53.5K
|
47.9K
$1.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
BUY
|
- |
1.5K+ 17.31% |
$33.9K - $37.3K
|
10.2K
$255K
|
|
|
Nov 07, 2023
Q3 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
872+ 5.2% |
$19.7K - $21.7K
|
17.6K
$442K
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
726+ 5.81% |
$16.4K - $18K
|
13.2K
$331K
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
556+ 3.85% |
$12.5K - $13.8K
|
15K
$376K
|
|
|
Nov 07, 2023
Q3 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
477+ 4.81% |
$10.8K - $11.8K
|
10.4K
$260K
|
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
410+ 1.48% |
$9.25K - $10.2K
|
28.1K
$702K
|
|
|
Oct 18, 2023
Q3 2023
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
360+ 553.85% |
$8.13K - $8.94K
|
425
$10.6K
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
351New |
$7.92K - $8.72K
|
351
$8.79K
|
|
|
Nov 03, 2023
Q3 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
241+ 47.35% |
$5.44K - $5.98K
|
750
$18.8K
|
|
|
Oct 30, 2023
Q3 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
170+ 2.97% |
$3.84K - $4.22K
|
5.9K
$148K
|
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
113+ 6.75% |
$2.55K - $2.81K
|
1.79K
$44.7K
|
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
BUY
|
- |
5New |
$113 - $124
|
5
$125
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 09, 2023
Q3 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-90- 0.37% |
$2.03K - $2.23K
|
24K
$600K
|
|
|
Nov 16, 2023
Q3 2023
|
Schubert & CO
|
SELL
|
- |
-1.72K- 12.2% |
$38.9K - $42.8K
|
12.4K
$311K
|
|
|
Nov 09, 2023
Q3 2023
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
SELL
|
- |
-9.16K- 7.94% |
$207K - $228K
|
106K
$2.66M
|
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-18.1K- 52.51% |
$410K - $451K
|
16.4K
$411K
|
|
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-65.1K- 16.96% |
$1.47M - $1.62M
|
319K
$7.98M
|
|
|
Oct 05, 2023
Q3 2023
|
Unison Advisors LLC
|
SELL
|
- |
-152K- 5.8% |
$3.42M - $3.77M
|
2.46M
$61.7M
|