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 15, 2024
Q1 2024
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
BUY
|
- |
761+ 2.6% |
$18K - $19.5K
|
30K
$816K
|
|
|
May 14, 2024
Q1 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
718+ 0.38% |
$17K - $18.4K
|
188K
$5.1M
|
|
|
Apr 24, 2024
Q1 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
698+ 2.4% |
$16.5K - $17.9K
|
29.8K
$809K
|
|
|
Apr 25, 2024
Q1 2024
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
696+ 2.74% |
$16.4K - $17.8K
|
26.1K
$709K
|
|
|
Apr 22, 2024
Q1 2024
|
Core Wealth Management, Inc.
Jupiter, FL |
BUY
|
- |
548+ 1.21% |
$12.9K - $14.1K
|
45.9K
$1.25M
|
|
|
May 14, 2024
Q1 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
548New |
$12.9K - $14.1K
|
548
$14.9K
|
|
|
May 10, 2024
Q1 2024
|
Cahill Wealth Management, LLC
Portage, MI |
BUY
|
- |
483+ 0.96% |
$11.4K - $12.4K
|
50.7K
$1.38M
|
|
|
May 15, 2024
Q1 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
479New |
$11.3K - $12.3K
|
479
$13K
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
479New |
$11.3K - $12.3K
|
479
$13K
|
|
|
Apr 22, 2024
Q1 2024
|
Blossom Wealth Management
|
BUY
|
- |
421+ 2.72% |
$9.94K - $10.8K
|
15.9K
$432K
|
|
|
May 15, 2024
Q1 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
420+ 2.28% |
$9.92K - $10.8K
|
18.9K
$513K
|
|
|
Apr 24, 2024
Q1 2024
|
Sol Capital Management CO
|
BUY
|
- |
410+ 1.69% |
$9.68K - $10.5K
|
24.7K
$672K
|
|
|
Apr 24, 2024
Q1 2024
|
Oceanside Advisors LLC
Mount Pleasant, SC |
BUY
|
- |
334+ 1.92% |
$7.89K - $8.56K
|
17.8K
$483K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
210+ 0.92% |
$4.96K - $5.38K
|
23.1K
$629K
|
|
|
May 08, 2024
Q1 2024
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
187+ 0.03% |
$4.42K - $4.79K
|
633K
$17.2M
|
|
|
Apr 30, 2024
Q1 2024
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
179+ 1.13% |
$4.23K - $4.59K
|
16K
$434K
|
|
|
May 13, 2024
Q1 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
177New |
$4.18K - $4.54K
|
177
$4.81K
|
|
|
May 09, 2024
Q1 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
165+ 0.54% |
$3.9K - $4.23K
|
30.6K
$833K
|
|
|
May 22, 2024
Q1 2024
|
Burney CO
Reston, VA |
BUY
|
- |
149+ 1.68% |
$3.52K - $3.82K
|
9.02K
$245K
|
|
|
Apr 30, 2024
Q1 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
107New |
$2.53K - $2.74K
|
107
$2.91K
|
|
|
Apr 15, 2024
Q1 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
91+ 0.22% |
$2.15K - $2.33K
|
41.3K
$1.12M
|
|
|
Apr 29, 2024
Q1 2024
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
48+ 2.03% |
$1.13K - $1.23K
|
2.41K
$65.6K
|
|
|
May 03, 2024
Q1 2024
|
Disciplined Equity Management, Inc.
|
BUY
|
- |
40+ 0.52% |
$945 - $1.03K
|
7.78K
$212K
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
3+ 0.01% |
$70.9 - $76.9
|
26.7K
$726K
|
|
|
May 13, 2024
Q1 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
1+ 0.17% |
$23.6 - $25.6
|
601
$16.3K
|
|
|
May 02, 2024
Q1 2024
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-30- 0.01% |
$709 - $769
|
236K
$6.42M
|
|
|
Apr 29, 2024
Q1 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
SELL
|
- |
-197- 1.41% |
$4.65K - $5.05K
|
13.8K
$374K
|
|
|
Apr 12, 2024
Q1 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-220- 1.2% |
$5.2K - $5.64K
|
18.1K
$492K
|
|
|
May 08, 2024
Q1 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-224- 0.57% |
$5.29K - $5.74K
|
39.1K
$1.06M
|
|
|
Apr 18, 2024
Q1 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-270- 2.2% |
$6.38K - $6.92K
|
12K
$327K
|
|
|
May 13, 2024
Q1 2024
|
Morling Financial Advisors, LLC
|
SELL
|
- |
-307- 1.91% |
$7.25K - $7.87K
|
15.8K
$429K
|
|
|
Apr 18, 2024
Q1 2024
|
Mustard Seed Financial, LLC
Magnolia, AR |
SELL
|
- |
-317- 2.5% |
$7.49K - $8.13K
|
12.4K
$337K
|
|
|
Apr 24, 2024
Q1 2024
|
Jgp Wealth Management, LLC
|
SELL
|
- |
-318- 0.09% |
$7.51K - $8.15K
|
367K
$9.99M
|
|
|
Apr 15, 2024
Q1 2024
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-433- 1.9% |
$10.2K - $11.1K
|
22.4K
$608K
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-487- 6.52% |
$11.5K - $12.5K
|
6.98K
$190K
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-505- 3.2% |
$11.9K - $12.9K
|
15.3K
$416K
|
|
|
May 15, 2024
Q1 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-514- 0.53% |
$12.1K - $13.2K
|
95.9K
$2.61M
|
|
|
May 15, 2024
Q1 2024
|
Wms Partners, LLC
|
SELL
|
- |
-691- 0.87% |
$16.3K - $17.7K
|
78.7K
$2.14M
|
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-693- 2.09% |
$16.4K - $17.8K
|
32.5K
$884K
|
|
|
May 08, 2024
Q1 2024
|
Keyes, Stange & Wooten Wealth Management, LLC
Palm Coast, FL |
SELL
|
- |
-738- 0.94% |
$17.4K - $18.9K
|
77.8K
$2.12M
|
|
|
May 14, 2024
Q1 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-888- 0.95% |
$21K - $22.8K
|
92.3K
$2.51M
|
|
|
May 06, 2024
Q1 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-1.03K- 1.45% |
$24.2K - $26.3K
|
69.9K
$1.9M
|
|
|
May 10, 2024
Q1 2024
|
Financial Alternatives, Inc
La Jolla, CA |
SELL
|
- |
-1.12K- 1.82% |
$26.5K - $28.8K
|
60.7K
$1.65M
|
|
|
May 10, 2024
Q1 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-1.18K- 9.42% |
$27.8K - $30.2K
|
11.3K
$308K
|
|
|
Apr 10, 2024
Q1 2024
|
Vander Pol Investments L.L.C.
Caledonia, MI |
SELL
|
- |
-1.26K- 11.46% |
$29.8K - $32.4K
|
9.75K
$265K
|
|
|
Apr 17, 2024
Q1 2024
|
Helen Stephens Group, LLC
|
SELL
|
- |
-1.48K- 2.64% |
$34.9K - $37.9K
|
54.6K
$1.48M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.83K- 1.83% |
$43.3K - $47K
|
98.5K
$2.68M
|
|
|
Apr 19, 2024
Q1 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-1.97K- 34.74% |
$46.4K - $50.4K
|
3.69K
$100K
|
|
|
May 09, 2024
Q1 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-2.42K- 8.35% |
$57K - $61.9K
|
26.5K
$721K
|
|
|
Apr 25, 2024
Q1 2024
|
25 LLC
St. Louis, MO |
SELL
|
- |
-2.68K- 8.65% |
$63.3K - $68.7K
|
28.3K
$769K
|