Purchases and Sales Made in Q1 2024 in Dimensional ETF Tr Emerging Mk (DFEM)
This table provides information about the institutional ownership of Dimensional ETF Tr Emerging Mk (DFEM) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2024
Q1 2024
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
65.1K+ 13.33% |
$1.54M - $1.67M
|
553K
$15M
|
|
|
Apr 19, 2024
Q1 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
64.2K+ 3.59% |
$1.52M - $1.65M
|
1.85M
$50.3M
|
|
|
May 15, 2024
Q1 2024
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
61.3K+ 77.56% |
$1.45M - $1.57M
|
140K
$3.82M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
56K+ 6.03% |
$1.32M - $1.44M
|
984K
$26.8M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
52.3K+ 17.51% |
$1.24M - $1.34M
|
351K
$9.55M
|
|
|
Apr 30, 2024
Q1 2024
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
51.8K+ 62.79% |
$1.22M - $1.33M
|
134K
$3.66M
|
|
|
May 03, 2024
Q1 2024
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
51.5K+ 8.8% |
$1.22M - $1.32M
|
637K
$17.3M
|
|
|
May 30, 2024
Q1 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
50.2KNew |
$1.18M - $1.29M
|
50.2K
$1.36M
|
|
|
Apr 26, 2024
Q1 2024
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
48.4KNew |
$1.14M - $1.24M
|
48.4K
$1.32M
|
|
|
May 02, 2024
Q1 2024
|
Heritage Investment Group, Inc.
|
BUY
|
- |
46.6K+ 14.14% |
$1.1M - $1.19M
|
376K
$10.2M
|
|
|
May 10, 2024
Q1 2024
|
Miramar Fiduciary Corp
Reno, NV |
BUY
|
- |
46.3K+ 3.75% |
$1.09M - $1.19M
|
1.28M
$34.8M
|
|
|
Apr 12, 2024
Q1 2024
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
44.3K+ 11.53% |
$1.05M - $1.13M
|
428K
$11.6M
|
|
|
May 10, 2024
Q1 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
43.3K+ 20.09% |
$1.02M - $1.11M
|
259K
$7.05M
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
41.3KNew |
$977K - $1.06M
|
41.3K
$1.12M
|
|
|
May 03, 2024
Q1 2024
|
Hemington Wealth Management
|
BUY
|
- |
41.3KNew |
$975K - $1.06M
|
41.3K
$1.12M
|
|
|
Apr 11, 2024
Q1 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
40.8K+ 55.89% |
$963K - $1.05M
|
114K
$3.09M
|
|
|
May 15, 2024
Q1 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
39.5K+ 14.99% |
$932K - $1.01M
|
303K
$8.23M
|
|
|
Apr 16, 2024
Q1 2024
|
Sageworth Trust CO
|
BUY
|
- |
39.1K+ 11.36% |
$922K - $1M
|
383K
$10.4M
|
|
|
Apr 29, 2024
Q1 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
37.7K+ 43.78% |
$891K - $968K
|
124K
$3.37M
|
|
|
Jun 25, 2024
Q1 2024
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
37K+ 9.84% |
$873K - $948K
|
413K
$11.2M
|
|
|
May 14, 2024
Q1 2024
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
36.2K+ 4.55% |
$855K - $928K
|
832K
$22.6M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
35K+ 31.82% |
$826K - $897K
|
145K
$3.94M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
35K+ 31.82% |
$826K - $897K
|
145K
$3.94M
|
|
|
Apr 15, 2024
Q1 2024
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
33.9K+ 16.49% |
$800K - $868K
|
239K
$6.51M
|
|
|
Apr 22, 2024
Q1 2024
|
Planning Center, Inc.
|
BUY
|
- |
33.8K+ 7.39% |
$797K - $866K
|
490K
$13.3M
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
33.6K+ 7.07% |
$793K - $861K
|
509K
$13.8M
|
|
|
Apr 19, 2024
Q1 2024
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
33.3KNew |
$785K - $853K
|
33.3K
$905K
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
33K+ 16.62% |
$779K - $846K
|
232K
$6.3M
|
|
|
Apr 18, 2024
Q1 2024
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
32.2K+ 5.15% |
$760K - $825K
|
658K
$17.9M
|
|
|
Apr 25, 2024
Q1 2024
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
31.6K+ 30.0% |
$747K - $811K
|
137K
$3.73M
|
|
|
May 03, 2024
Q1 2024
|
Davenport & CO LLC
|
BUY
|
- |
30.8K+ 79.82% |
$727K - $789K
|
69.4K
$1.89M
|
|
|
May 15, 2024
Q1 2024
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
29.4K+ 19.3% |
$695K - $754K
|
182K
$4.94M
|
|
|
Dec 17, 2024
Q1 2024
|
Hiley Hunt Wealth Management
Omaha, NE |
BUY
|
- |
27.8K+ 18.39% |
$656K - $712K
|
179K
$4.87M
|
|
|
May 15, 2024
Q1 2024
|
Jentner Corp
|
BUY
|
- |
27.4K+ 6.06% |
$646K - $702K
|
479K
$13M
|
|
|
Apr 25, 2024
Q1 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
27.1KNew |
$641K - $696K
|
27.1K
$738K
|
|
|
Apr 18, 2024
Q1 2024
|
Capstone Capital Wealth Advisors
Henderson, NV |
BUY
|
- |
27.1K+ 6.05% |
$640K - $694K
|
475K
$12.9M
|
|
|
May 03, 2024
Q1 2024
|
Lutz Financial Services LLC
|
BUY
|
- |
26.7K+ 19.45% |
$630K - $684K
|
164K
$4.46M
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
26.6K+ 6.28% |
$629K - $682K
|
450K
$12.2M
|
|
|
May 03, 2024
Q1 2024
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
26.4K+ 21.5% |
$623K - $677K
|
149K
$4.06M
|
|
|
Apr 10, 2024
Q1 2024
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
25.1K+ 43.37% |
$592K - $643K
|
82.8K
$2.25M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
24.6K+ 4.93% |
$580K - $630K
|
523K
$14.2M
|
|
|
Apr 29, 2024
Q1 2024
|
Htg Investment Advisors, Inc.
New Canaan, CT |
BUY
|
- |
24.5K+ 10.54% |
$578K - $627K
|
257K
$6.98M
|
|
|
May 09, 2024
Q1 2024
|
Goodman Financial Corp
Houston, TX |
BUY
|
- |
24.2KNew |
$572K - $621K
|
24.2K
$659K
|
|
|
May 09, 2024
Q1 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
24.1K+ 13.14% |
$569K - $618K
|
208K
$5.64M
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
23.5K+ 5.88% |
$554K - $602K
|
422K
$11.5M
|
|
|
May 15, 2024
Q1 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
23.4K+ 12.05% |
$552K - $599K
|
217K
$5.9M
|
|
|
Apr 30, 2024
Q1 2024
|
Straight Path Wealth Management
|
BUY
|
- |
23.3K+ 10.38% |
$550K - $597K
|
247K
$6.73M
|
|
|
May 14, 2024
Q1 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
22.8K+ 9.75% |
$539K - $585K
|
257K
$6.98M
|
|
|
Apr 12, 2024
Q1 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
22.5K+ 6.21% |
$531K - $577K
|
385K
$10.5M
|
|
|
Apr 17, 2024
Q1 2024
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
22.2K+ 3.04% |
$524K - $569K
|
752K
$20.5M
|