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
Apr 03, 2023 Q1 2023
Shearwater Capital LLC

BUY
 -
10.5K
+ 17.8%
$236K - $262K
69.8K $1.83M
May 15, 2023 Q1 2023
Wealthsource Partners, LLC

BUY
 -
10.3K
+ 25.35%
$231K - $256K
51K $1.34M
Jun 05, 2023 Q1 2023
Ep Wealth Advisors, LLC

Torrance, CA
BUY
 -
9.75K
New
$219K - $242K
9.75K $256K
Apr 28, 2023 Q1 2023
Advisor Net Financial, Inc

BUY
 -
9.71K
+ 3.33%
$218K - $241K
301K $7.91M
May 05, 2023 Q1 2023
Claris Advisors, LLC

BUY
 -
9.02K
+ 37.65%
$202K - $224K
33K $866K
May 02, 2023 Q1 2023
Savant Capital, LLC

BUY
 -
8.9K
+ 44.11%
$200K - $221K
29.1K $764K
Apr 12, 2023 Q1 2023
Bridgewater Advisors Inc.

BUY
 -
8.82K
+ 7.56%
$198K - $219K
125K $3.29M
Apr 17, 2023 Q1 2023
Valeo Financial Advisors, LLC

BUY
 -
8.81K
New
$198K - $219K
8.81K $231K
Apr 27, 2023 Q1 2023
Advisory Services & Investments, LLC

BUY
 -
8.63K
+ 2.86%
$194K - $214K
310K $8.15M
Apr 10, 2023 Q1 2023
Soundmark Wealth Management, LLC

BUY
 -
8.58K
New
$192K - $213K
8.58K $225K
Apr 20, 2023 Q1 2023
Quad Cities Investment Group, LLC

Davenport, IA
BUY
 -
7.38K
+ 60.35%
$165K - $183K
19.6K $515K
Apr 20, 2023 Q1 2023
Leading Edge Financial Planning LLC

Knoxville, TN
BUY
 -
7.35K
+ 75.13%
$165K - $183K
17.1K $450K
Apr 27, 2023 Q1 2023
Pb Mares Wealth Management LLC

BUY
 -
7.34K
+ 11.81%
$164K - $182K
69.5K $1.82M
Apr 14, 2023 Q1 2023
Five Oceans Advisors

BUY
 -
7.27K
+ 13.62%
$163K - $180K
60.6K $1.59M
May 09, 2023 Q1 2023
Column Capital Advisors, LLC

BUY
 -
6.4K
+ 16.69%
$143K - $159K
44.7K $1.17M
Apr 17, 2023 Q1 2023
Gemmer Asset Management LLC

BUY
 -
6.4K
+ 44.42%
$143K - $159K
20.8K $546K
May 10, 2023 Q1 2023
Disciplined Investments, LLC

Tulsa, OK
BUY
 -
6.01K
+ 58.8%
$135K - $149K
16.2K $426K
May 10, 2023 Q1 2023
Tillman Hartley LLC

Orlando, FL
BUY
 -
5.76K
+ 3.59%
$129K - $143K
166K $4.37M
May 04, 2023 Q1 2023
Zrc Wealth Management, LLC

Santa Rosa, CA
BUY
 -
5.66K
New
$127K - $140K
5.66K $149K
Apr 28, 2023 Q1 2023
Tilson Financial Group, Inc.

New Providence, NJ
BUY
 -
5.41K
+ 9.8%
$121K - $134K
60.6K $1.59M
May 05, 2023 Q1 2023
Financial Alternatives, Inc

La Jolla, CA
BUY
 -
4.56K
+ 7.64%
$102K - $113K
64.2K $1.69M
Apr 25, 2023 Q1 2023
Applied Capital LLC

BUY
 -
4.38K
+ 7.21%
$98.2K - $109K
65.1K $1.71M
Jul 19, 2023 Q1 2023
Altiora Financial Group, LLC

Lebanon, OH
BUY
 -
4.2K
+ 38.0%
$94.2K - $104K
15.3K $401K
May 09, 2023 Q1 2023
Colony Family Offices, LLC

BUY
 -
4.2K
New
$94.1K - $104K
4.2K $110K
Apr 17, 2023 Q1 2023
Signet Financial Management, LLC

Parsippany, NJ
BUY
 -
4.15K
+ 13.79%
$93K - $103K
34.2K $899K
May 11, 2023 Q1 2023
Peninsula Wealth, LLC

San Francisco, CA
BUY
 -
4.04K
+ 6.63%
$90.6K - $100K
65K $1.71M
May 12, 2023 Q1 2023
Mariner, LLC

Overland Park, KS
BUY
 -
3.84K
+ 2.75%
$86.2K - $95.4K
144K $3.77M
May 08, 2023 Q1 2023
Cahill Wealth Management, LLC

Portage, MI
BUY
 -
3.61K
+ 9.97%
$80.9K - $89.6K
39.8K $1.05M
May 12, 2023 Q1 2023
Sowell Financial Services LLC

North Little Rock, AR
BUY
 -
3.35K
+ 4.19%
$75.1K - $83.2K
83.3K $2.19M
May 01, 2023 Q1 2023
Geometric Wealth Advisors

BUY
 -
3.34K
+ 20.2%
$75K - $83K
19.9K $523K
May 11, 2023 Q1 2023
Ever Source Wealth Advisors, LLC

BUY
 -
3.28K
+ 16.12%
$73.4K - $81.3K
23.6K $619K
Apr 10, 2023 Q1 2023
Level Financial Advisors, Inc.

BUY
 -
3.22K
New
$72.2K - $80K
3.22K $84.6K
May 15, 2023 Q1 2023
Cardiff Park Advisors, LLC

San Marcos, CA
BUY
 -
3.13K
+ 1.34%
$70.1K - $77.6K
236K $6.19M
May 05, 2023 Q1 2023
Cfs Investment Advisory Services, LLC

Totowa, NJ
BUY
 -
2.38K
+ 3.74%
$53.3K - $59.1K
65.9K $1.73M
May 26, 2023 Q1 2023
Cravens & CO Advisors, LLC

Cookeville, TN
BUY
 -
2.05K
+ 0.61%
$45.9K - $50.8K
338K $8.89M
May 04, 2023 Q1 2023
Aspire Wealth Management Corp

Waltham, MA
BUY
 -
1.89K
+ 516.08%
$42.5K - $47K
2.26K $59.4K
Apr 17, 2023 Q1 2023
Abacus Planning Group, Inc.

BUY
 -
1.41K
+ 7.41%
$31.7K - $35.1K
20.5K $539K
Apr 18, 2023 Q1 2023
Helen Stephens Group, LLC

BUY
 -
1.38K
+ 2.71%
$30.9K - $34.2K
52.3K $1.37M
May 10, 2023 Q1 2023
Private Advisor Group, LLC

BUY
 -
1.25K
+ 9.61%
$28K - $31K
14.2K $374K
May 08, 2023 Q1 2023
Blume Capital Management, Inc.

Berkeley, CA
BUY
 -
1.05K
+ 0.37%
$23.6K - $26.1K
288K $7.57M
May 11, 2023 Q1 2023
C M Bidwell & Associates LTD

Honolulu, HI
BUY
 -
884
+ 9.63%
$19.8K - $21.9K
10.1K $264K
May 01, 2023 Q1 2023
Sage View Advisory Group, LLC

Newport Beach, CA
BUY
 -
815
+ 2.14%
$18.3K - $20.2K
38.9K $1.02M
May 12, 2023 Q1 2023
True Wealth Design, LLC

Akron, OH
BUY
 -
797
+ 0.46%
$17.9K - $19.8K
174K $4.57M
May 08, 2023 Q1 2023
Wealth Shield Partners, LLC

Cary, NC
BUY
 -
689
New
$15.4K - $17.1K
689 $18.1K
May 12, 2023 Q1 2023
Gem Asset Management, LLC

Plymouth, MI
BUY
 -
591
+ 4.26%
$13.3K - $14.7K
14.5K $380K
Oct 15, 2024 Q1 2023
Fmb Wealth Management

Westlake Village, CA
BUY
 -
415
+ 3.84%
$9.3K - $10.3K
11.2K $295K
May 09, 2023 Q1 2023
Foster & Motley Inc

Cincinnati, OH
BUY
 -
362
+ 2.82%
$8.12K - $8.99K
13.2K $347K
May 12, 2023 Q1 2023
O'Shaughnessy Asset Management, LLC

Stamford, CT
BUY
 -
326
New
$7.31K - $8.09K
326 $8.56K
Apr 25, 2023 Q1 2023
Parallel Advisors, LLC

BUY
 -
270
New
$6.05K - $6.7K
270 $7.09K

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