Purchases and Sales Made in Q3 2024 in Dimensional ETF Tr Emerging Mk (DEHP)
This table provides information about the institutional ownership of Dimensional ETF Tr Emerging Mk (DEHP) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
240KNew |
$5.82M - $6.55M
|
240K
$6M
|
|
|
Oct 18, 2024
Q3 2024
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
129KNew |
$3.12M - $3.52M
|
129K
$3.22M
|
|
|
Oct 15, 2024
Q3 2024
|
Von Borstel & Associates, Inc.
The Dalles, OR |
BUY
|
- |
127KNew |
$3.07M - $3.46M
|
127K
$3.17M
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
BUY
|
- |
83.8KNew |
$2.03M - $2.29M
|
83.8K
$2.1M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
72.4K+ 64.94% |
$1.76M - $1.98M
|
184K
$4.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
25.6K+ 11.75% |
$621K - $700K
|
243K
$6.09M
|
|
|
Nov 12, 2024
Q3 2024
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
25.5KNew |
$618K - $697K
|
25.5K
$638K
|
|
|
Nov 14, 2024
Q3 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
19.2K+ 12.44% |
$466K - $524K
|
173K
$4.34M
|
|
|
Oct 18, 2024
Q3 2024
|
Schubert & CO
|
BUY
|
- |
18.8K+ 103.19% |
$456K - $514K
|
37K
$926K
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
15.7K+ 7.64% |
$382K - $430K
|
222K
$5.55M
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
12.2K+ 2.62% |
$297K - $335K
|
479K
$12M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
10.9K+ 29.81% |
$265K - $298K
|
47.5K
$1.19M
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
8.11KNew |
$197K - $222K
|
8.11K
$203K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
7.74KNew |
$188K - $212K
|
7.74K
$194K
|
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
7.74KNew |
$188K - $212K
|
7.74K
$194K
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
6.54K+ 7.95% |
$159K - $179K
|
88.8K
$2.22M
|
|
|
Oct 18, 2024
Q3 2024
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
6.43K+ 9.41% |
$156K - $176K
|
74.8K
$1.87M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
6.31K+ 16.94% |
$153K - $173K
|
43.6K
$1.09M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
5.93K+ 5.31% |
$144K - $162K
|
118K
$2.94M
|
|
|
Oct 07, 2024
Q3 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
5.23K+ 14.81% |
$127K - $143K
|
40.5K
$1.01M
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
4.84KNew |
$117K - $132K
|
4.84K
$121K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
3.58K+ 23.98% |
$86.9K - $97.8K
|
18.5K
$463K
|
|
|
Oct 16, 2024
Q3 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
2.99K+ 1.37% |
$72.7K - $81.9K
|
222K
$5.55M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.89K+ 34.53% |
$70.2K - $79.1K
|
11.3K
$282K
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
2.36K+ 6.76% |
$57.4K - $64.6K
|
37.3K
$935K
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
BUY
|
- |
2.32KNew |
$56.2K - $63.3K
|
2.32K
$57.9K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.17K+ 1.89% |
$52.5K - $59.2K
|
117K
$2.93M
|
|
|
Oct 18, 2024
Q3 2024
|
Applied Capital LLC
|
BUY
|
- |
1.91K+ 3.02% |
$46.3K - $52.2K
|
65K
$1.63M
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1.45K+ 1.15% |
$35.2K - $39.7K
|
128K
$3.21M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.41K+ 13.18% |
$34.2K - $38.5K
|
12.1K
$303K
|
|
|
Oct 24, 2024
Q3 2024
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
1.15K+ 2.37% |
$27.9K - $31.4K
|
49.6K
$1.24M
|
|
|
Oct 22, 2024
Q3 2024
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
944+ 153.5% |
$22.9K - $25.8K
|
1.56K
$39K
|
|
|
Oct 28, 2024
Q3 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
850+ 2.6% |
$20.6K - $23.2K
|
33.5K
$839K
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
723+ 5.14% |
$17.5K - $19.8K
|
14.8K
$370K
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
560New |
$13.6K - $15.3K
|
560
$14K
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
522+ 2.03% |
$12.7K - $14.3K
|
26.2K
$657K
|
|
|
Oct 15, 2024
Q3 2024
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
521+ 3.24% |
$12.6K - $14.2K
|
16.6K
$416K
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
261+ 0.92% |
$6.33K - $7.14K
|
28.7K
$719K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
147+ 64.19% |
$3.57K - $4.02K
|
376
$9.41K
|
|
|
Oct 18, 2024
Q3 2024
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
10+ 0.38% |
$243 - $273
|
2.66K
$66.5K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-34- 24.11% |
$825 - $930
|
107
$2.68K
|
|
|
Oct 18, 2024
Q3 2024
|
Alpha Financial Advisors, LLC
Charlotte, NC |
SELL
|
- |
-69- 0.12% |
$1.67K - $1.89K
|
59.5K
$1.49M
|
|
|
Oct 25, 2024
Q3 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-113- 7.52% |
$2.74K - $3.09K
|
1.39K
$34.8K
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-249- 7.89% |
$6.04K - $6.81K
|
2.91K
$72.7K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-347- 16.09% |
$8.42K - $9.49K
|
1.81K
$45.3K
|
|
|
Oct 22, 2024
Q3 2024
|
Rcs Financial Planning, LLC
Annapolis, MD |
SELL
|
- |
-388- 1.98% |
$9.42K - $10.6K
|
19.2K
$480K
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-389- 0.77% |
$9.44K - $10.6K
|
50K
$1.25M
|
|
|
Oct 16, 2024
Q3 2024
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-525- 3.47% |
$12.7K - $14.4K
|
14.6K
$366K
|
|
|
Nov 15, 2024
Q3 2024
|
Abel Hall, LLC
Baton Rouge, LA |
SELL
|
- |
-530- 1.03% |
$12.9K - $14.5K
|
50.9K
$1.27M
|