Purchases and Sales Made in Q1 2023 in Dimensional ETF Tr Emerging Mk (DFEM)

DFEM Quotes by TradingView

This table provides information about the institutional ownership of Dimensional ETF Tr Emerging Mk (DFEM) during Q1 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
May 05, 2023 Q1 2023
Wilbanks Smith & Thomas Asset Management LLC

BUY
 -
37.5K
+ 369.45%
$840K - $931K
47.6K $1.25M
May 15, 2023 Q1 2023
Orion Portfolio Solutions, LLC

BUY
 -
36.6K
New
$820K - $908K
36.6K $960K
May 01, 2023 Q1 2023
Lutz Financial Services LLC

BUY
 -
36K
+ 90.41%
$807K - $893K
75.8K $1.99M
May 02, 2023 Q1 2023
Wealthstream Advisors, Inc.

BUY
 -
35.5K
+ 6.4%
$795K - $880K
589K $15.5M
Apr 17, 2023 Q1 2023
Gradient Capital Advisors, LLC

BUY
 -
35.3K
+ 34.12%
$791K - $876K
139K $3.64M
Jul 03, 2024 Q1 2023
Mills Wealth Advisors LLC

Southlake, TX
BUY
 -
35.2K
+ 32.75%
$789K - $874K
143K $3.75M
Apr 26, 2023 Q1 2023
Chicago Partners Investment Group LLC

BUY
 -
34.6K
+ 15.91%
$776K - $859K
252K $6.62M
May 03, 2023 Q1 2023
Syverson Strege & CO

West Des Moines, IA
BUY
 -
33.7K
+ 7.27%
$756K - $837K
497K $13.1M
May 17, 2023 Q1 2023
Advisory Services Network, LLC

BUY
 -
33.3K
+ 95020.0%
$746K - $826K
33.3K $874K
Apr 27, 2023 Q1 2023
Hassell Wealth Management, LLC

Houma, LA
BUY
 -
32.5K
+ 14.08%
$728K - $806K
263K $6.9M
May 01, 2023 Q1 2023
Waypoint Wealth Partners Inc.

BUY
 -
30.3K
+ 19.4%
$679K - $752K
186K $4.89M
May 15, 2023 Q1 2023
Jentner Corp

BUY
 -
29.3K
+ 213.34%
$657K - $727K
43K $1.13M
May 05, 2023 Q1 2023
Truist Financial Corp

BUY
 -
29K
+ 34.6%
$650K - $720K
113K $2.96M
May 03, 2023 Q1 2023
Krilogy Financial LLC

BUY
 -
28.2K
+ 28.07%
$632K - $700K
129K $3.38M
Oct 16, 2023 Q1 2023
Schoolcraft Capital LLC

Boulder, CO
BUY
 -
27.6K
+ 17.51%
$618K - $684K
185K $4.86M
May 08, 2023 Q1 2023
Sageworth Trust CO

BUY
 -
27.3K
+ 332.29%
$612K - $677K
35.5K $932K
May 28, 2024 Q1 2023
Rockbridge Investment Management, Lcc

Syracuse, NY
BUY
 -
27.2K
+ 23.86%
$609K - $675K
141K $3.7M
May 11, 2023 Q1 2023
Root Financial Partners, LLC

Solana Beach, CA
BUY
 -
25.1K
New
$562K - $623K
25.1K $659K
May 01, 2023 Q1 2023
Lincoln National Corp

BUY
 -
24.9K
New
$557K - $617K
24.9K $653K
Apr 19, 2023 Q1 2023
Quarry Hill Advisors, LLC

St Paul, MN
BUY
 -
24.3K
+ 15.02%
$544K - $602K
186K $4.88M
Apr 04, 2023 Q1 2023
Garrett Investment Advisors LLC

BUY
 -
22.8K
+ 17.32%
$511K - $566K
154K $4.05M
May 15, 2023 Q1 2023
Betterment LLC

New York, NY
BUY
 -
22.6K
+ 138.35%
$506K - $560K
38.9K $1.02M
May 03, 2023 Q1 2023
Keb Asset Management, LLC

Springfield, IL
BUY
 -
22K
+ 11.14%
$493K - $546K
219K $5.76M
May 05, 2023 Q1 2023
Triad Financial Advisors, Inc.

Greensboro, NC
BUY
 -
21.7K
+ 20.35%
$487K - $539K
128K $3.37M
Apr 19, 2023 Q1 2023
Better Wealth, LLC

BUY
 -
21K
+ 4.04%
$471K - $522K
541K $14.2M
May 16, 2023 Q1 2023
Srs Capital Advisors, Inc.

Denver, CO
BUY
 -
21K
+ 4.52%
$471K - $521K
485K $12.7M
Apr 26, 2023 Q1 2023
Straight Path Wealth Management

BUY
 -
20.8K
+ 14.96%
$466K - $516K
160K $4.2M
May 09, 2023 Q1 2023
25 LLC

St. Louis, MO
BUY
 -
20.7K
New
$464K - $514K
20.7K $543K
Apr 20, 2023 Q1 2023
Vera Bank, N.A.

BUY
 -
19.6K
New
$439K - $486K
19.6K $514K
May 11, 2023 Q1 2023
Cambridge Investment Research Advisors, Inc.

BUY
 -
18.7K
New
$420K - $465K
18.7K $492K
May 15, 2023 Q1 2023
Buckingham Strategic Partners

Saint Louis, MO
BUY
 -
18.6K
+ 11.22%
$416K - $461K
184K $4.83M
May 10, 2023 Q1 2023
Bfsg, LLC

BUY
 -
18K
+ 4.23%
$403K - $446K
442K $11.6M
May 12, 2023 Q1 2023
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
17.6K
+ 21.51%
$394K - $436K
99.2K $2.61M
May 09, 2023 Q1 2023
Rfg Advisory, LLC

Birmingham, AL
BUY
 -
17K
New
$381K - $422K
17K $447K
May 15, 2023 Q1 2023
Visionary Wealth Advisors

O'fallon, IL
BUY
 -
16.9K
New
$378K - $419K
16.9K $443K
Apr 10, 2023 Q1 2023
Hutchens & Kramer Investment Management Group, LLC

Carmel, IN
BUY
 -
16.8K
New
$377K - $417K
16.8K $441K
Apr 20, 2023 Q1 2023
Sjs Investment Consulting Inc.

Sylvania, OH
BUY
 -
16.6K
+ 54.67%
$372K - $412K
47K $1.23M
May 15, 2023 Q1 2023
Copperleaf Capital, LLC

Raleigh, NC
BUY
 -
16.6K
New
$372K - $412K
16.6K $435K
Apr 11, 2023 Q1 2023
Henrickson Nauta Wealth Advisors, Inc.

Belmont, MI
BUY
 -
16.2K
+ 17.18%
$364K - $403K
111K $2.91M
May 01, 2023 Q1 2023
Jnba Financial Advisors

BUY
 -
15.3K
+ 6.47%
$342K - $379K
251K $6.59M
Jul 20, 2023 Q1 2023
Rockwood Wealth Management, LLC

New Hope, PA
BUY
 -
14.2K
+ 4.6%
$319K - $353K
323K $8.49M
May 12, 2023 Q1 2023
Kestra Advisory Services, LLC

BUY
 -
14K
+ 14.39%
$314K - $347K
111K $2.92M
Jul 28, 2023 Q1 2023
Passive Capital Management, Llc.

Baltimore, MD
BUY
 -
13.6K
+ 14.98%
$305K - $337K
104K $2.74M
May 11, 2023 Q1 2023
Jpmorgan Chase & CO

New York, NY
BUY
 -
13.5K
+ 21.59%
$303K - $336K
76.2K $2M
May 09, 2023 Q1 2023
Ruedi Wealth Management, Inc.

Champaign, IL
BUY
 -
12.3K
+ 13.36%
$276K - $306K
105K $2.74M
May 12, 2023 Q1 2023
Sc&H Financial Advisors, Inc.

Sparks, MD
BUY
 -
11.9K
+ 12.67%
$267K - $296K
106K $2.78M
Apr 13, 2023 Q1 2023
Waypoint Capital Advisors, LLC

BUY
 -
11.6K
+ 105.7%
$260K - $288K
22.6K $593K
Apr 13, 2023 Q1 2023
Htg Investment Advisors, Inc.

New Canaan, CT
BUY
 -
11.4K
+ 5.88%
$256K - $283K
205K $5.39M
Sep 05, 2023 Q1 2023
Meritas Wealth Management, LLC

Larkspur, CA
BUY
 -
11K
+ 60.88%
$247K - $273K
29.1K $764K

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