Purchases and Sales Made in Q4 2023 in Dimensional ETF Tr Emerging Mk (DEHP)
This table provides information about the institutional ownership of Dimensional ETF Tr Emerging Mk (DEHP) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
214KNew |
$4.68M - $5.19M
|
214K
$5.36M
|
|
|
Feb 14, 2024
Q4 2023
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
136KNew |
$2.97M - $3.29M
|
136K
$3.4M
|
|
|
Feb 05, 2024
Q4 2023
|
Savant Capital, LLC
|
BUY
|
- |
107KNew |
$2.34M - $2.59M
|
107K
$2.68M
|
|
|
Mar 14, 2024
Q4 2023
|
Walden Wealth Partners LLC
Beachwood, OH |
BUY
|
- |
100KNew |
$2.19M - $2.43M
|
100K
$2.5M
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
60.2K+ 180.16% |
$1.32M - $1.46M
|
93.6K
$2.34M
|
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
53.5KNew |
$1.17M - $1.3M
|
53.5K
$1.34M
|
|
|
Jan 25, 2024
Q4 2023
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
52.9KNew |
$1.16M - $1.28M
|
52.9K
$1.32M
|
|
|
Feb 28, 2024
Q4 2023
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
48.5KNew |
$1.06M - $1.17M
|
48.5K
$1.21M
|
|
|
Mar 14, 2024
Q4 2023
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
46KNew |
$1.01M - $1.12M
|
46K
$1.15M
|
|
|
Feb 06, 2024
Q4 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
27.8K+ 25.45% |
$608K - $675K
|
137K
$3.43M
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
26.5K+ 6.61% |
$579K - $642K
|
427K
$10.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
22.7KNew |
$497K - $551K
|
22.7K
$569K
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
22.7KNew |
$497K - $551K
|
22.7K
$569K
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
20.5K+ 955.58% |
$449K - $498K
|
22.7K
$568K
|
|
|
Apr 16, 2024
Q4 2023
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
20.3KNew |
$444K - $493K
|
20.3K
$509K
|
|
|
Jan 19, 2024
Q4 2023
|
Unison Advisors LLC
|
BUY
|
- |
18.8K+ 0.76% |
$411K - $456K
|
2.48M
$62.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
17.7KNew |
$388K - $430K
|
17.7K
$444K
|
|
|
Feb 14, 2024
Q4 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
17.2K+ 64.56% |
$376K - $417K
|
43.8K
$1.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
15.7KNew |
$344K - $382K
|
15.7K
$394K
|
|
|
Jan 25, 2024
Q4 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
10.8K+ 20.09% |
$236K - $261K
|
64.4K
$1.61M
|
|
|
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
9.74K+ 29.48% |
$213K - $236K
|
42.8K
$1.07M
|
|
|
Jan 23, 2024
Q4 2023
|
Envision Financial Planning, LLC
Memphis, TN |
BUY
|
- |
9.05KNew |
$198K - $219K
|
9.05K
$226K
|
|
|
Jan 25, 2024
Q4 2023
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
8.83KNew |
$193K - $214K
|
8.83K
$221K
|
|
|
Jan 22, 2024
Q4 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
7.75K+ 74.64% |
$169K - $188K
|
18.1K
$454K
|
|
|
Feb 05, 2024
Q4 2023
|
Alpha Financial Advisors, LLC
Charlotte, NC |
BUY
|
- |
7.59K+ 14.38% |
$166K - $184K
|
60.4K
$1.51M
|
|
|
Jul 03, 2024
Q4 2023
|
Mills Wealth Advisors LLC
Southlake, TX |
BUY
|
- |
6.81K+ 21.49% |
$149K - $165K
|
38.5K
$963K
|
|
|
Jan 18, 2024
Q4 2023
|
Evanson Asset Management, LLC
|
BUY
|
- |
5.06K+ 28.71% |
$111K - $123K
|
22.7K
$568K
|
|
|
Feb 08, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
3.75K+ 12.21% |
$82K - $90.9K
|
34.5K
$863K
|
|
|
Jan 24, 2024
Q4 2023
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
3.43K+ 10.08% |
$75K - $83.2K
|
37.5K
$937K
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
3.37K+ 3.3% |
$73.6K - $81.6K
|
105K
$2.64M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
3.21K+ 21.18% |
$70.2K - $77.9K
|
18.4K
$460K
|
|
|
Feb 07, 2024
Q4 2023
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
2.68K+ 5.59% |
$58.5K - $64.9K
|
50.6K
$1.27M
|
|
|
Feb 02, 2024
Q4 2023
|
Retirement Solution Inc.
|
BUY
|
- |
2.63K+ 2.58% |
$57.4K - $63.7K
|
105K
$2.62M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.54K+ 2.8% |
$55.6K - $61.6K
|
93.3K
$2.33M
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
BUY
|
- |
2.23K+ 21.88% |
$48.7K - $54.1K
|
12.4K
$311K
|
|
|
Feb 09, 2024
Q4 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
1.72K+ 7.54% |
$37.7K - $41.8K
|
24.6K
$615K
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
1.35K+ 6.41% |
$29.5K - $32.7K
|
22.4K
$561K
|
|
|
Jan 23, 2024
Q4 2023
|
Applied Capital LLC
|
BUY
|
- |
1.12K+ 1.83% |
$24.4K - $27K
|
62.2K
$1.56M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.1K+ 8.83% |
$24.1K - $26.7K
|
13.6K
$340K
|
|
|
Feb 14, 2024
Q4 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
685+ 3.88% |
$15K - $16.6K
|
18.3K
$459K
|
|
|
Feb 12, 2024
Q4 2023
|
Schubert & CO
|
BUY
|
- |
441+ 3.55% |
$9.64K - $10.7K
|
12.8K
$322K
|
|
|
Feb 01, 2024
Q4 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
292+ 38.93% |
$6.38K - $7.08K
|
1.04K
$26.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
145New |
$3.17K - $3.52K
|
145
$3.63K
|
|
|
Jan 30, 2024
Q4 2023
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
140+ 32.94% |
$3.06K - $3.4K
|
565
$14.1K
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
122+ 0.92% |
$2.67K - $2.96K
|
13.3K
$334K
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
121+ 0.43% |
$2.65K - $2.93K
|
28.2K
$705K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
100+ 33.33% |
$2.19K - $2.43K
|
400
$10K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-229- 1.53% |
$5.01K - $5.55K
|
14.8K
$370K
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-533- 29.84% |
$11.7K - $12.9K
|
1.25K
$31.4K
|