Purchases and Sales Made in Q1 2023 in Dimensional ETF Tr Emerging Mk (DFEM)
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 |
|---|---|---|---|---|---|---|---|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
249New |
$5.58K - $6.18K
|
249
$6.54K
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
248New |
$5.56K - $6.16K
|
248
$6.51K
|
|
|
May 15, 2023
Q1 2023
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
171+ 0.21% |
$3.83K - $4.25K
|
80.7K
$2.12M
|
|
|
May 05, 2023
Q1 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
122+ 0.12% |
$2.74K - $3.03K
|
98.1K
$2.58M
|
|
|
May 10, 2023
Q1 2023
|
Northwest Wealth Management, LLC
|
BUY
|
- |
109+ 0.41% |
$2.44K - $2.71K
|
26.6K
$699K
|
|
|
May 09, 2023
Q1 2023
|
Brainard Capital Management LLC
Austin, TX |
BUY
|
- |
16+ 0.08% |
$359 - $397
|
21.2K
$556K
|
|
|
May 09, 2023
Q1 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
1+ 0.17% |
$22.4 - $24.8
|
586
$15.4K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 17, 2023
Q1 2023
|
Core Wealth Management, Inc.
Jupiter, FL |
SELL
|
- |
-15- 0.04% |
$336 - $372
|
38.2K
$1M
|
|
|
May 03, 2023
Q1 2023
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-74- 0.08% |
$1.66K - $1.84K
|
95K
$2.49M
|
|
|
Apr 26, 2023
Q1 2023
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-100- 1.82% |
$2.24K - $2.48K
|
5.4K
$142K
|
|
|
May 02, 2023
Q1 2023
|
Morling Financial Advisors, LLC
|
SELL
|
- |
-166- 0.88% |
$3.72K - $4.12K
|
18.8K
$493K
|
|
|
Apr 27, 2023
Q1 2023
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
SELL
|
- |
-180- 1.51% |
$4.04K - $4.47K
|
11.8K
$309K
|
|
|
May 12, 2023
Q1 2023
|
Wms Partners, LLC
|
SELL
|
- |
-323- 0.41% |
$7.24K - $8.02K
|
78K
$2.05M
|
|
|
Apr 17, 2023
Q1 2023
|
Shanker Valleau Wealth Advisors, Inc.
|
SELL
|
- |
-527- 0.85% |
$11.8K - $13.1K
|
61.7K
$1.62M
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-759- 75.3% |
$17K - $18.8K
|
249
$6.54K
|
|
|
May 12, 2023
Q1 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-951- 5.23% |
$21.3K - $23.6K
|
17.2K
$453K
|
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-1.77K- 6.79% |
$39.6K - $43.8K
|
24.3K
$637K
|
|
|
May 12, 2023
Q1 2023
|
Legacy Financial Group, Inc.
Tulsa, OK |
SELL
|
- |
-1.82K- 3.87% |
$40.7K - $45.1K
|
45.1K
$1.19M
|
|
|
May 01, 2023
Q1 2023
|
Intelligent Financial Strategies
Excelsior, MN |
SELL
|
- |
-2.32K- 38.26% |
$51.9K - $57.5K
|
3.74K
$98.2K
|
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-6.01K- 14.05% |
$135K - $149K
|
36.8K
$966K
|
|
|
May 01, 2024
Q1 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-8.83K- 2.97% |
$198K - $219K
|
288K
$7.57M
|
|
|
May 10, 2023
Q1 2023
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-13.1K- 7.23% |
$293K - $325K
|
168K
$4.4M
|
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-25.9K- 41.46% |
$580K - $643K
|
36.6K
$960K
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-41.1K- 99.35% |
$921K - $1.02M
|
270
$7.09K
|
|
|
May 11, 2023
Q1 2023
|
Watchman Group, Inc.
Plano, TX |
SELL
|
- |
-59K- 22.06% |
$1.32M - $1.47M
|
209K
$5.48M
|
|
|
May 12, 2023
Q1 2023
|
Old Mission Capital LLC
|
SELL
|
- |
-139K- 21.84% |
$3.12M - $3.46M
|
499K
$13.1M
|
|
|
May 03, 2023
Q1 2023
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-151K- 35.86% |
$3.38M - $3.74M
|
270K
$7.08M
|
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-287K- 33.39% |
$6.43M - $7.13M
|
573K
$15M
|
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-773K- 95.02% |
$17.3M - $19.2M
|
40.5K
$1.06M
|