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 |
|---|---|---|---|---|---|---|---|
|
Apr 18, 2024
Q1 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
22.1K+ 22.38% |
$523K - $567K
|
121K
$3.29M
|
|
|
May 03, 2024
Q1 2024
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
22.1K+ 12.82% |
$522K - $567K
|
194K
$5.29M
|
|
|
Apr 30, 2024
Q1 2024
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
20.9K+ 3.83% |
$494K - $537K
|
568K
$15.4M
|
|
|
Apr 19, 2024
Q1 2024
|
Awm Capital, LLC
|
BUY
|
- |
20.7K+ 1.87% |
$490K - $532K
|
1.13M
$30.7M
|
|
|
May 09, 2024
Q1 2024
|
Watchman Group, Inc.
Plano, TX |
BUY
|
- |
20.4K+ 6.16% |
$482K - $523K
|
352K
$9.57M
|
|
|
Apr 24, 2024
Q1 2024
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
20.2K+ 7.37% |
$478K - $519K
|
295K
$8.02M
|
|
|
Apr 17, 2024
Q1 2024
|
Advisory Services & Investments, LLC
|
BUY
|
- |
19.6K+ 5.16% |
$463K - $502K
|
399K
$10.9M
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
18.8KNew |
$444K - $482K
|
18.8K
$511K
|
|
|
May 06, 2024
Q1 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
18.7K+ 10.36% |
$442K - $480K
|
199K
$5.42M
|
|
|
Apr 16, 2024
Q1 2024
|
Sageworth Trust CO Of South Dakota
|
BUY
|
- |
18.7K+ 86.87% |
$442K - $479K
|
40.2K
$1.09M
|
|
|
May 03, 2024
Q1 2024
|
Ballentine Capital Advisors, Inc
Greenville, SC |
BUY
|
- |
16.9K+ 3.62% |
$400K - $434K
|
484K
$13.2M
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
16.9K+ 42.37% |
$399K - $433K
|
56.8K
$1.54M
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
16.4K+ 31.02% |
$388K - $421K
|
69.4K
$1.89M
|
|
|
Apr 26, 2024
Q1 2024
|
Quarry Hill Advisors, LLC
St Paul, MN |
BUY
|
- |
15K+ 7.98% |
$353K - $384K
|
202K
$5.51M
|
|
|
May 03, 2024
Q1 2024
|
Vera Bank, N.A.
|
BUY
|
- |
14.7K+ 8.64% |
$347K - $377K
|
185K
$5.03M
|
|
|
May 13, 2024
Q1 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
14.6KNew |
$345K - $374K
|
14.6K
$397K
|
|
|
Apr 30, 2024
Q1 2024
|
Shore Point Advisors, LLC
|
BUY
|
- |
14.1K+ 34.15% |
$333K - $361K
|
55.4K
$1.51M
|
|
|
Apr 24, 2024
Q1 2024
|
Krilogy Financial LLC
|
BUY
|
- |
13.6K+ 6.43% |
$322K - $350K
|
226K
$6.14M
|
|
|
Apr 30, 2024
Q1 2024
|
Financial Symmetry Inc
Raleigh, NC |
BUY
|
- |
13.5K+ 5.35% |
$318K - $346K
|
265K
$7.22M
|
|
|
May 13, 2024
Q1 2024
|
Mattern Wealth Management LLC
|
BUY
|
- |
12.8K+ 16.13% |
$302K - $328K
|
92.1K
$2.51M
|
|
|
Apr 15, 2024
Q1 2024
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
12.2KNew |
$287K - $312K
|
12.2K
$331K
|
|
|
May 03, 2024
Q1 2024
|
Bcr Wealth Strategies, LLC
|
BUY
|
- |
12K+ 2.95% |
$284K - $309K
|
420K
$11.4M
|
|
|
May 06, 2024
Q1 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
11.8K+ 51.38% |
$278K - $301K
|
34.6K
$942K
|
|
|
Apr 19, 2024
Q1 2024
|
Better Wealth, LLC
|
BUY
|
- |
11.7K+ 2.13% |
$277K - $300K
|
561K
$15.3M
|
|
|
Apr 18, 2024
Q1 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
11.3K+ 132.74% |
$268K - $291K
|
19.9K
$541K
|
|
|
May 09, 2024
Q1 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
11.3K+ 91.46% |
$268K - $291K
|
23.7K
$645K
|
|
|
May 15, 2024
Q1 2024
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
11.1KNew |
$263K - $285K
|
11.1K
$302K
|
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
11.1KNew |
$262K - $284K
|
11.1K
$301K
|
|
|
Apr 24, 2024
Q1 2024
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
BUY
|
- |
11K+ 7.6% |
$260K - $283K
|
156K
$4.25M
|
|
|
Apr 25, 2024
Q1 2024
|
Claris Advisors, LLC
|
BUY
|
- |
11K+ 13.23% |
$260K - $282K
|
94.2K
$2.56M
|
|
|
May 13, 2024
Q1 2024
|
Kraft Asset Management, LLC
|
BUY
|
- |
10.7KNew |
$253K - $275K
|
10.7K
$292K
|
|
|
May 09, 2024
Q1 2024
|
Brighton Jones LLC
|
BUY
|
- |
10.3K+ 1.71% |
$243K - $264K
|
610K
$16.6M
|
|
|
May 14, 2024
Q1 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
9.72K+ 1.8% |
$230K - $249K
|
549K
$14.9M
|
|
|
Jul 03, 2024
Q1 2024
|
Mills Wealth Advisors LLC
Southlake, TX |
BUY
|
- |
9.67K+ 5.74% |
$228K - $248K
|
178K
$4.84M
|
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
9.63K+ 87.44% |
$228K - $247K
|
20.7K
$562K
|
|
|
Apr 17, 2024
Q1 2024
|
Meritas Wealth Management, LLC
Larkspur, CA |
BUY
|
- |
9.55K+ 27.83% |
$226K - $245K
|
43.9K
$1.19M
|
|
|
Apr 17, 2024
Q1 2024
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
8.93K+ 5.23% |
$211K - $229K
|
180K
$4.88M
|
|
|
May 01, 2024
Q1 2024
|
Hassell Wealth Management, LLC
Houma, LA |
BUY
|
- |
8.79K+ 2.89% |
$208K - $225K
|
313K
$8.51M
|
|
|
Apr 19, 2024
Q1 2024
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
8.77KNew |
$207K - $225K
|
8.77K
$238K
|
|
|
Apr 17, 2024
Q1 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
8.26K+ 20.58% |
$195K - $212K
|
48.4K
$1.32M
|
|
|
Apr 16, 2024
Q1 2024
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
8.09K+ 58.4% |
$191K - $207K
|
21.9K
$597K
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
8.08K+ 10.79% |
$191K - $207K
|
83K
$2.26M
|
|
|
May 06, 2024
Q1 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
8K+ 1.08% |
$189K - $205K
|
752K
$20.5M
|
|
|
Apr 29, 2024
Q1 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
7.99K+ 12.91% |
$189K - $205K
|
69.9K
$1.9M
|
|
|
May 07, 2024
Q1 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
7.78K+ 14.0% |
$184K - $199K
|
63.3K
$1.72M
|
|
|
May 02, 2024
Q1 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
7.71K+ 5.57% |
$182K - $198K
|
146K
$3.98M
|
|
|
Apr 18, 2024
Q1 2024
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
7.6K+ 30.3% |
$180K - $195K
|
32.7K
$889K
|
|
|
May 07, 2024
Q1 2024
|
Vannoy Advisory Group, Inc.
Round Rock, TX |
BUY
|
- |
7K+ 2.25% |
$165K - $179K
|
319K
$8.66M
|
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
6.82K+ 15.16% |
$161K - $175K
|
51.8K
$1.41M
|
|
|
Apr 16, 2024
Q1 2024
|
Five Oceans Advisors
|
BUY
|
- |
6.79K+ 8.17% |
$160K - $174K
|
90K
$2.45M
|