Purchases and Sales Made in Q4 2024 in Dimensional ETF Tr Emerging Mk (DEHP)
This table provides information about the institutional ownership of Dimensional ETF Tr Emerging Mk (DEHP) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
6+ 4.8% |
$148 - $166
|
131
$3.32K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
3+ 0.1% |
$74.2 - $83
|
2.91K
$73.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-34- 1.88% |
$841 - $941
|
1.78K
$45K
|
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
SELL
|
- |
-107- 0.26% |
$2.65K - $2.96K
|
40.4K
$1.02M
|
|
|
Jan 31, 2025
Q4 2024
|
Schubert & CO
|
SELL
|
- |
-368- 0.99% |
$9.1K - $10.2K
|
36.6K
$928K
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Financial Advisors, LLC
Charlotte, NC |
SELL
|
- |
-595- 1.0% |
$14.7K - $16.5K
|
58.9K
$1.49M
|
|
|
Jan 21, 2025
Q4 2024
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-618- 4.23% |
$15.3K - $17.1K
|
14K
$355K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-628- 3.71% |
$15.5K - $17.4K
|
16.3K
$413K
|
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-700- 1.93% |
$17.3K - $19.4K
|
35.5K
$899K
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-1.28K- 6.75% |
$31.5K - $35.3K
|
17.6K
$446K
|
|
|
Feb 07, 2025
Q4 2024
|
Retirement Solution Inc.
|
SELL
|
- |
-1.38K- 0.63% |
$34.2K - $38.3K
|
219K
$5.55M
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.76K- 6.7% |
$43.5K - $48.7K
|
24.5K
$620K
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-1.87K- 2.23% |
$46.2K - $51.7K
|
82K
$2.08M
|
|
|
Feb 05, 2025
Q4 2024
|
Mills Wealth Advisors LLC
Southlake, TX |
SELL
|
- |
-2.57K- 6.23% |
$63.5K - $71.1K
|
38.6K
$978K
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-2.87K- 18.86% |
$71.1K - $79.5K
|
12.4K
$313K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-3.11K- 20.99% |
$76.8K - $86K
|
11.7K
$296K
|
|
|
Feb 07, 2025
Q4 2024
|
Altiora Financial Group, LLC
Lebanon, OH |
SELL
|
- |
-6.01K- 23.59% |
$149K - $166K
|
19.5K
$493K
|
|
|
Feb 14, 2025
Q4 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-9.01K- 3.7% |
$223K - $249K
|
234K
$5.94M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-11.3K- 6.12% |
$278K - $311K
|
173K
$4.37M
|
|
|
Feb 12, 2025
Q4 2024
|
Unison Advisors LLC
|
SELL
|
- |
-16K- 1.3% |
$396K - $443K
|
1.21M
$30.7M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-121K- 50.44% |
$2.99M - $3.35M
|
119K
$3.01M
|